Dental Insurance Verification Form

Patient Insurance Information and Verification Template

General Dentistry

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Last updated: Mar 24, 2025

Patient Information

  • Full Name: ________________________
  • Date of Birth: //___
  • Patient ID: ________________________
  • Contact Number: ___________________

Primary Insurance Information

  • Insurance Company: ________________
  • Policy Holder Name: _______________
  • Policy Holder DOB: //___
  • Member ID: _______________________
  • Group Number: ____________________
  • Insurance Phone: __________________

Coverage Details

Plan Type:

  • □ PPO
  • □ HMO
  • □ Other: _________________________

Benefits Verification:

  • Annual Maximum: $________________
  • Remaining Benefit: $______________
  • Deductible: $____________________
  • Amount Met: $___________________
  • Preventive Coverage: _______%
  • Basic Services: _______%
  • Major Services: _______%

Verification Details

  • Date Verified: //___
  • Staff Member: ___________________
  • Reference #: ____________________

Special Notes

  • Waiting Periods: ________________
  • Exclusions: _____________________
  • Pre-authorization Requirements:

Office Use Only

□ Benefits Verified □ Patient Notified □ Scanned to Chart

Staff Signature: ___________________ Date: //___

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