Open Dental Insurance Verification Best Practices & Tips to reduce time on the phone

When your team is faced with the task of dental insurance verification for a new patient – the job can easily take up 2030 minutes for each phone call with an insurance rep.

Multiply that time by the number of new patients you get in your practice – that’s how long your team will be on the phone! Don’t forget verifying certain benefits for the recall patients will also add additional time.

When you have such a repetitive task, it makes sense to figure out proper systems to put into place to make this process quicker.

This is part two on dental insurance verification. If you haven’t seen part one, I strongly recommend you watch that video first – and then come back to this post, especially if you’re trying to understand the basics of verification, such as terminology, what you should be asking for, etc.

After you’ve been doing this for awhile, you develop patterns, you get to learn what certain insurances cover, what they don’t cover, what information they ask for when you’re trying to submit predetermination, etc.

From these repetitive patterns, you can tweak your existing systems or process of verification for speed.

Instead of filling out the whole template, like I discussed in part one, I’m going to cover in this video exactly how I approach insurance verifications today in my practice.

TIMESTAMPS

00:00 Introducing Systemization into a repetitive task

00:44 Using Open Dental “Plan Note” on Edit Insurance Plan Window

03:27 Using Dental Insurance Web Portals

05:53 Utilizing Fax of Dental Insurance Benefits for Verification

07:38 Using Open Dental’s Quick Paste Notes for creating small templates

Who this video is for:

For Doctors starting out in their dental startup practice, I can’t stress how important it is to do this your self, so you learn how dental insurance works.

Dental treatment coordinators and other front desk personnel: Watch this video as part of your dental front desk training to learn the foundation of Dental Insurance Verification process, so you can present patients with accurate treatment cost and insurance benefits information.


WHO AM I:

I'm Nilay, a Dentist and a software developer living in NY. I work part time in my dental practice, which I started from scratch in 2013. I've been writing inconsistently (https://www.dentalstartupacademy.com) of my journey in my startup practice since 2015. I've recently taken interest in creating videos because I love talking about all things dental business related.

In 2021, along with my brother (who's also a software developer), we launched our very own SaaS (Software as a Service) Teamio!

Teamio makes it easy for Open Dental practices to manage the day to day tasks for teams(https://teamio.app).

Website: https://www.dentalstartupacademy.com