Dental front desk templates
Free documents for the front desk, ready to copy into your own letterhead or print: a verification form, an insurer call script, a patient estimate letter and a financial policy.
Updated November 11, 2026
Insurance verification form
Print one per patient, or copy it into your practice software's notes.
Insurance call script
Use it when the portal doesn't show everything, which is often the case for frequency limits, clauses and history.
Patient estimate letter
Give it to the patient with the treatment plan, before the visit, and keep a signed copy.
Financial policy
Edit it to match how your office works, then have patients sign it at their first visit and when it changes.
Templates are starting points, not legal advice. Check them against your state's rules and your network contracts.
Get the patient's share in dollars, from the benefits page
The verification form is what Tabruns fills in for you. Tabruns reads the coverage, deductible, yearly maximum, waiting periods and frequency limits from the insurer's portal and works out what the patient owes. Patient details stay on the office computer.
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