Dental Billing Checklist: Claims & Payment Verification
Maximize your dental practice's revenue and minimize errors! This Dental Billing Checklist ensures accurate claims submissions, efficient payment processing, and complete audit readiness. Streamline your billing workflow and boost your bottom line.
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Patient Information Verification
Confirm patient demographics, insurance details, and authorization are accurate and complete.
Patient First Name
Patient Last Name
Patient Date of Birth (Year)
Patient Date of Birth
Patient Address (Street)
Patient City
Patient State
Patient Zip Code
Primary Insurance
Procedure Coding & Documentation
Verify correct CPT/HCPCS codes are used and documented in patient records to match services rendered.
Procedure Code (CPT/HCPCS)
Procedure Description
Narrative Notes (if applicable)
Anesthesia Type (if applicable)
Units/Quantity of Service
Date of Procedure
Diagnosis Codes (ICD-10)
Claim Submission
Ensure claims are submitted electronically or manually to the correct payer and in the required format.
Submission Method
Claim Number (if applicable)
Payer ID
Date of Service
Notes/Comments (e.g., authorization number, specific instructions)
Claim Form Version
Payer Eligibility & Authorization
Confirm patient eligibility and obtain necessary pre-authorizations before providing treatment.
Insurance Verification Method
Authorization Number
Verification Date
Pre-Authorization Required?
Authorization Expiration Date
Notes/Comments
Claim Tracking & Follow-up
Monitor claim status, investigate denials, and resubmit claims as needed.
Claim Number
Date Claim Submitted
Date of Initial Follow-Up
Claim Status
Payer Notes/Communication Log
Reason for Follow-Up (if applicable)
Date of Next Follow-Up
Contact Person at Payer
Payment Posting & Reconciliation
Accurately post payments received and reconcile them with outstanding claims.
Payment Amount Received
Date of Payment Received
Payment Method
Claim/Invoice Number
Notes/Comments (e.g., Explanation of Benefits details)
EOB Amount
Adjustment Reason (If Applicable)
Patient Statements & Appeals
Generate patient statements, handle patient inquiries about billing, and process appeals for denied claims.
Statement Balance
Statement Date
Patient Inquiry Summary
Resolution Status
Resolution Details (if applicable)
Appeal Filed?
Appeal Submission Date (if applicable)
Appeal Notes (if applicable)
Compliance & Audit
Maintain compliance with billing regulations and conduct periodic audits to ensure accuracy and identify areas for improvement.
Last Compliance Audit Date
Number of Claims Audited
Areas Audited (Check all that apply)
Details of 'Other' Area Audited (if selected)
Number of Coding Errors Found
Number of Documentation Errors Found
Corrective Actions Taken (if any errors found)
Date Corrective Actions Completed
Audit Outcome
Dental Management Solution Screen Recording
See how ChecklistGuro can streamline your dental practice! This screen recording showcases key features like patient scheduling, charting, billing, and insurance claim processing using our BPM platform. Perfect for dental practices looking for a simplified and efficient workflow. #DentalSoftware #DentalPractice #PracticeManagement #DentalManagement #ChecklistGuro #BPM #ScreenRecording #DentalBilling
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