Why Do I Need a Patient Insurance Breakdown?

Have you ever been in a situation where a patient comes in with a large toothache, and now they need an RCT/BU/Crown? This happens all too often. Then the well-known question of “How much is this going to cost me?” is asked. As a dentist, it is your job to provide the best care for a patient. Memorizing codes, insurance benefits, and prices is not part of your job description. Having a patient insurance breakdown on file for each patient the first time they come into your office is an efficient way to prevent any mess.

Obtaining a patient insurance breakdown

Insurance breakdowns are different for almost every patient, no matter if they even have the same provider. A breakdown can take time and effort, but when done correctly prevents financial issues within the office and for the patient. Who usually calls on these insurances you ask? In my experience, a front office employee is typically the one to call. The phone call can take up to an hour, but that hour will save many hours down the road. After the insurance information is recorded, most dental software allows you to input this data and print out a price breakdown for your patient.

Having a happy patient

A happy patient is always a good thing. We enjoy happy patients in the dental world. Insurance breakdowns include a lot of information and can be overwhelming at times. Training is required, and the person calling should be familiar with insurance. This information is vital in the financial side of a dental office. When performed correctly, the office financials should run smoothly and you should collect the right amount from your patient. If you need assistance obtaining a patient insurance breakdown, consider partnering with eAssist. Our Success Consultants are familiar with the ins and outs of insurance plans and will ensure your breakdown is correct. To learn more, schedule a consultation here.

Sandy Odle

Co-Founder and CXO, eAssist

Sandy Odle is the Co-Founder and CXO of eAssist Dental Solutions, where she has played a key role in shaping the company’s business and marketing strategies, leading to record growth and national recognition on the Inc. 500 and Utah Top 100 lists. A passionate social entrepreneur, Sandy believes that business is about building meaningful connections and creating personalized solutions that truly meet customer needs. Her relentless commitment to delivering exceptional client experiences is at the heart of eAssist’s mission. Drawing on the discipline and attention to detail honed during her early career as a ballet dancer, Sandy brings a unique blend of creativity, precision, and work ethic to everything she does.