Dental Insurance and Claims Play Book

Dental Insurance and Claims Playbook by Phoenix Marie

Help your dental team submit accurate claims, write stronger narratives, and follow unresolved balances through to an explained outcome.

Created from more than 20 years of dental administration and operations experience, this 30-page printable guide brings insurance workflows, documentation templates, and audit checklists together in one practical resource.

Inside you’ll find:

• Claim narrative templates for crowns, periodontal care, root canals, extractions, implants, and more

• BruxZir and zirconia crown documentation examples

• Full-fee reporting and UCR distinctions

• Eligibility, benefits, authorization, and attachment checklists

• Notes-to-ledger audits, including zero-fee services

• Coordination of benefits and gap-exception tracking

• Outstanding claim follow-up and denial review

• Appeal wording, payment-posting checks, and zero-dollar EOB reviews

• Daily and weekly insurance checklists

Capture the work performed—and support every entry. Learn to compare clinical notes, ledger entries, and claims so documented services are not overlooked and unsupported procedures are resolved before billing.

Designed for dental insurance coordinators, office managers, billing teams, and practice owners.

Digital download • 30-page PDF • US Letter size

No physical product will be shipped. Worksheets are printable, not interactive fillable forms. Includes internal use by one dental practice location; resale and redistribution are prohibited.

Templates require clinician review and adaptation to current codes, payer requirements, and provider agreements. Reimbursement is not guaranteed.