Orthodontic Insurance Verification Form

Patient Insurance Information and Benefits Verification

Orthodontics

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Last updated: Mar 24, 2025

Patient Information

  • Full Name: _______________
  • Date of Birth: //___
  • Insurance ID: _______________
  • Group Number: _______________

Primary Insurance Information

  • Insurance Company Name: _______________
  • Policy Holder Name: _______________
  • Policy Holder DOB: //___
  • Employer: _______________
  • Relationship to Patient: _______________

Insurance Verification (Office Use Only)

Orthodontic Benefits

  • Lifetime Maximum: $_______________
  • Remaining Benefit: $_______________
  • Age Limit: _______________
  • Adult Coverage: □ Yes □ No

Coverage Details

  • Deductible: $_______________
  • □ Met □ Not Met
  • Coverage Percentage: ____%
  • Prior Authorization Required: □ Yes □ No

Payment Structure

  • Initial Payment: $_______________
  • Monthly Estimated Payment: $_______________

Exclusions & Limitations

  • Waiting Period: _______________
  • Pre-Existing Conditions: _______________
  • Other Limitations: _______________

Verification Details

  • Date Verified: //___
  • Verified By: _______________
  • Reference Number: _______________

Note: Benefits quoted are not a guarantee of payment. Final coverage determination will be made when the claim is processed.

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