Free download
For the front desk and insurance coordinator
The 2026 Insurance Verification Kit
Verify once, get it right, and stop the “but you told me it was covered” phone calls. Everything we use, in one free kit.
From the video: . It’s inside.
- The verification form, front and backThe back is what the portal won’t show you: history by code, shared frequencies, missing tooth, downgrades.
- The 14-question rep call scriptAsk by code, get a reference number, read it back. One call, right the first time.
- What changed in 2026CDT 2026 code changes, Medicaid renewals, Good Faith Estimates. With sources.
- Free carrier portals + payer IDsWhich portals show history, and the filing deadlines we could confirm on each carrier’s own site.
- The verification tracker (Excel / Google Sheets)Turns green when a plan is done, flags any answer you skipped.
Sample data. Fictional patients and carriers.
Get the free kit
We’ll email it to you right away, and you can download it on the next page.
FreeNo credit cardWorks with Open Dental
Who is it for?
Whoever verifies insurance: the front desk, the insurance coordinator, the office manager.
Does it work with Open Dental?
Yes. One section walks through the Insurance Verification List and entering benefits so your estimates are right.
What do I get?
A 10-page PDF and the tracker spreadsheet. It opens in Excel or Google Sheets.