We contact the insurance carrier to ensure our insurance plans are setup correctly from the start, before we attach the plan to our patients. Is there an Insurance Plan Benefit Checklist that can be used when I contact the insurance carrier? Sharmayne August 03, 2025 12:17 Updated Here's a form you can use: Insurance Questionnaire PDDS Related articles We posted an appointment and then realized there was a mistake in the appointment block and need to delete the appointment. How do we control the credit card logos that reflect in the Payment Portal? Our multi-location organization sends our past due accounts to Transworld Collection Agency. How do I ensure Transworld is generating collection accounts based on the Responsible Party Home Office? How do Hybrid Insurance Plans work? How can I know how much money is owed to the practice and which Reports shows balances owed by patient and by insurance?