Gathering should include

• information about the beneficiary and subscriber
• use of standard American Dental Association (ADA) procedure codes for treatment rendered by the provider
• signatures of the subscriber and provider
• the carrier's dental coverage plan, including
  • claims appeal process
  • deductibles
  • exclusions
  • limitations
  • maximums
  • preauthorization
  • predetermination of benefits
  • schedule of benefits
  • Unified Carrier Registration (UCR) fees
• provider fee schedule
• submission of completed paper claim forms
• use of the superbill
• electronic submission of claims.

Process/Skill Questions:

• When might a patient be covered under two insurance policies?
• How is an insurance claim submitted?
• What are the different types of dental insurance?
• How does one determine the fee schedule for the office?