Insurance
Documentation readiness
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Add procedures & documentation
    Selected insurance
    Insurance Preauthorization Builder
    Radiographs taken
    How to submit
    Pre-submission checks 0/4
    Guided workflow
    Select the preauthorization tooth
    Optional step-by-step mode. Open it when staff want a walkthrough.
    Step 1/7
    Workflow
    Click a tooth to add a procedure
    Add procedures — Tooth —
    No matching procedures found
    Common Bundles (recommended)
    Core Buildup + Crown
    23602 + 27201
    Crowns (require preauth)
    Crown — Porcelain/Ceramic 27201
    Crown — Porcelain Fused to Metal 27211
    Crown — Cast Metal 27301
    Bridges / Pontics
    3-Unit Bridge (select 3 teeth)
    67201 retainer + 62501 pontic
    Bridge Retainer — Porcelain/Ceramic 67201
    Bridge Retainer — PFM 67211
    Bridge Pontic — Porcelain/Ceramic 62501
    Bridge Pontic — Cast Metal 62301
    Bridge Retainer — Metal 62701
    Assign Bridge Roles
    Abutment = anchor teeth (present) · Pontic = replacement tooth (missing/extracted)
    Dentures
    Complete Denture — Maxillary 51101
    Complete Denture — Mandibular 51102
    Partial Denture — Maxillary 52301
    Partial Denture — Mandibular 52302
    Custom code
    Procedures Added
    Click any verified (green) tooth on the chart above to add a procedure for preauthorization.
    Preauthorization Findings Wizard Capture procedure-specific findings, documentation, and eligibility checks.
    Incomplete
    Treatment information
    Common crown findings
    Select the findings that apply. The editable summary below updates automatically; add clinic-specific wording if needed.
    Crown-specific details
    Choose the criterion that matches the tooth type and endodontic status.
    Available documentation
    Patient eligibility reminders
    Pre-submission review
      X-rays, photos, screen captures, 3D screenshots -- all supporting evidence in one place. Click any attachment to annotate with arrows, labels, and notes.
      +
      Drop files here or click to browse
      X-rays, intraoral photos, screenshots, documents
      Cmd+V / Ctrl+V to paste Drag and drop
      No attachments yet. Add X-rays, photos, or screen captures above.
      Required for crowns -- enter probing depths for teeth needing treatment
      Preauthorization Package
      Live preview · click fields to edit
      Local Processing Updated
      —
      Add procedures, clinical notes, or attachments to see a live preview of your pre-authorization document here.
      Annotate
      Pre-Authorization Preview Click any field to edit before downloading