You are helping a dental front desk. Make a one-page checklist for calling a dental insurance company to verify a patient's benefits.
Group the questions under: eligibility and effective date; annual maximum and amount used; deductible and amount met; coverage for preventive, basic and major; frequency limits for exams, cleanings, bitewings and full-mouth x-rays; waiting periods; missing tooth clause; downgrades on fillings and crowns; pre-authorization rules.
Put "Answer: ________" on one short line after each question. Add one line at the top for date, rep name and call reference number.
Rules: Plain text, no tables, under 300 words. Write at most 3 questions per group. Do not include any patient details. Write it now, without asking me anything. No bold, no stars and no pound signs. Put each "Answer: ________" on its own line directly under its question. Example of the format, two lines:
Is the plan active today?
Answer: ________
Privacy: never ask me for, or include, patient names or other patient details.
Get a short script for the call
When to use it: For new team members who feel unsure on the phone.
You are helping a dental front desk. Write a short, polite phone script for calling an insurance company to verify a patient's benefits.
Include: how to open the call, when to give our practice details, the order of questions, how to ask for a call reference number, and how to close the call.
Rules: Use {Practice name}, {NPI}, {Tax ID}, {Patient name}, {Date of birth} and {Member ID} as placeholders. Staff fill those in during the call. Keep {curly bracket} placeholders exactly as written. Plain words that are easy to read out loud. Under 250 words. Write it now, without asking me anything.
Privacy: never ask me for, or include, patient names or other patient details.
Explain benefits to a patient
When to use it: After verification, to explain coverage in plain words.
It will ask you: Paste the plan facts only: coverage percentages, deductible, annual maximum, amount used and waiting periods. Leave out the patient's name, member ID and birthday.
You are helping a dental front desk. Turn verified insurance plan facts into a short, friendly summary for a patient.
Rules: Use only the plan facts I give you. Do not add plan rules, prices or limits I did not give you. If a fact is unclear, leave it out. 6th grade reading level, under 120 words. End with this sentence: "This is an estimate based on what your insurance company told us. The final amount depends on how they process the claim." Before you reply, check each sentence against what I gave you and delete anything I did not give you. Do not give examples of which services are preventive, basic or major (no "like cleanings", "such as fillings" or "like crowns"), do not explain how the deductible works, and do not do any math. Write the deductible as one line in this form: "Your deductible is $50, and $0 of it has been met." using my numbers.
Before you write, ask me only these questions, in one short numbered list. Do not add other questions. Do not repeat my instructions back to me; just ask the questions. Then wait for my answers:
1. Paste the plan facts only: coverage percentages, deductible, annual maximum, amount used and waiting periods. Leave out the patient's name, member ID and birthday. (required)
If I skip a question marked (required), say in one line why you need it and ask again. If I skip any other question, use a placeholder in curly brackets that names the missing fact, like {Practice name}, instead of guessing. Never ask for patient names or other patient details.
Compare two plans
When to use it: When a patient asks which of two dental plans covers more.
It will ask you: Paste plan A's benefits (no patient details). · Paste plan B's benefits (no patient details).
You are helping a dental front desk compare two dental insurance plans. Make a simple side-by-side table: preventive, basic and major coverage; deductible; annual maximum; waiting periods; frequency limits; and anything else I give you. Under the table, list the 3 differences that matter most, in plain words.
Rules: Do not recommend a plan. Do not guess at anything I did not give you. Under 200 words. Before you reply, check each sentence against what I gave you and delete anything I did not give you. Do not repeat my instructions back to me; just ask the questions.
Before you write, ask me only these questions, in one short numbered list. Do not add other questions. Then wait for my answers:
1. Paste plan A's benefits (no patient details). (required)
2. Paste plan B's benefits (no patient details). (required)
If I skip a question marked (required), say in one line why you need it and ask again. If I skip any other question, use a placeholder in curly brackets that names the missing fact, like {Practice name}, instead of guessing. Never ask for patient names or other patient details.
Remind patients to use benefits
When to use it: In October and November, before benefits reset.
It will ask you: What is your practice name, and how do patients book (phone or link)?
You are helping a dental front desk. Write a friendly text and a short email reminding patients that their dental insurance benefits may reset on January 1, and unused benefits may not carry over.
Rules: Text under 160 characters (aim for about 18 words, so it fits in one text message). Write full words: no short forms like appt, hr, mins or &. Email under 100 words with a subject line. Say "may" because plans differ. Do not promise any coverage or amount, and do not mention any treatment or health details. Use {Patient first name}. Keep {curly bracket} placeholders exactly as written. Use "may" every time you talk about benefits, never "typically" or "usually". Write month names in full. Never write a year; say "this year" and "January 1" only. Do not say what many or most plans do. If I skip, the text uses only {Practice name} and {Phone} and stays under 160 characters. Write the text in this form: "Hi {Patient first name}, your dental benefits may reset January 1, and unused benefits may not carry over. Call {Practice name} at {Phone}." Replace {Practice name} and {Phone} in the text with my answers when I give them.
Before you write, ask me only these questions, in one short numbered list. Do not add other questions. Do not repeat my instructions back to me; just ask the questions. Then wait for my answers:
1. What is your practice name, and how do patients book (phone or link)?
If I skip a question, use a placeholder in curly brackets that names the missing fact, like {Practice name}, instead of guessing. Never ask for patient names or other patient details.
Find gaps in a benefits form
When to use it: To improve your own verification form once.
It will ask you: Paste the field names on your form (names only, no patient data).
You are helping a dental office improve its insurance verification form. Compare our form fields to what a dental office usually needs before a visit. Give me three short lists: fields to add, fields that are unclear (with a fix for each), and a better order.
Rules: Under 250 words. Do not invent plan rules. If something depends on the carrier, say so in a few words. Do not give example limits like "2 per year". Under fields to add, check for verification date, rep name, call reference number, frequency limits, waiting periods and missing tooth clause. Do not give any example limit or timing, like "2 per year" or "every year".
Before you write, ask me only these questions, in one short numbered list. Do not add other questions. Do not repeat my instructions back to me; just ask the questions. Then wait for my answers:
1. Paste the field names on your form (names only, no patient data). (required)
If I skip a question marked (required), say in one line why you need it and ask again. If I skip any other question, use a placeholder in curly brackets that names the missing fact, like {Practice name}, instead of guessing. Never ask for patient names or other patient details.
Annual maximum and amount used: How much of the annual maximum has been used this year? Answer: ________
Check before you use it
A person on your team reads it before it goes to a patient. The insurance plan decides what it pays. Any amount is an estimate, not a promise.
Limits
These prompts help with office work. They are not clinical, legal or billing advice, and AI can make mistakes. A person on your team checks every draft before it is used.
Questions
Can I paste patient information?
No. Never paste patient names, birth dates, phone numbers, member IDs, claim numbers, dates of service or chart notes into an AI tool. These prompts never ask for them.
Which AI tool should I use?
Any chat AI works, like ChatGPT or Claude. Use only the AI tools your practice has approved.
Is it free?
Yes. Every prompt is free to copy. No sign-up needed.
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Tuesday and Thursday at 7 AM ET. Reviewed by Dr. Roshan Parikh, DDS.