Dental Insurance Skills Training

The Dental Insurance Skills Training program (DIST) is designed to quickly bring you up to speed on insurance and how it works in the dental office. These modules can be taken individually or as part of a complete program. We’ll teach you what you need to know to work with and manage insurance in your office. The courses will cover foundational knowledge such as clause and plan terminology; conversation skills with patients and insurance companies; and responsibilities associated with the insurance coordinator position. The program will conclude with a discussion on how to monitor and assess your insurance metrics.


The modules include:

-Introduction to Dental Insurance

-The Effective Insurance Coordinator

-Insurance Conversations

-Monitoring Insurance Impact


This course includes 4 hours of instruction and exclusive downloads for your practice. 

***The Price is Per Person***

Dental Insurance

Odyssey Management Inc


***The Price is Per Person***


**Upon registration please refer to your welcome email for course access instructions - do not use this link if you have already registered.

Discussion will include explanations of:

  • Common clauses you’ll encounter
  • Insurance plan terminology
  • How to manage your contracts
  • Validating insurance adjustments
  • Evaluating your participation decisions
  • The most difficult and common patient conversations
  • Your insurance reports and how to ‘work’ them


Today’s dental practice must manage their insurance systems in order to avoid losing revenue. If your office is uncertain about insurance and how it works then this is the course for you. Stop guessing and start learning!


Module 1: Introduction to Dental Insurance

Learn the basics of dental insurance with this introductory course that will cover:

  • Terminology
  • Insurance plan designs
  • Benefits and eligibility
  • Downloadable benefit checklist


Module 2: The Effective Insurance Coordinator

What exactly does an insurance coordinator do in an office? This course will cover the roles and responsibilities as well as the most common insurance processing problems that a coordinator faces. Dealing with difficult insurance issues takes up most of the coordinator’s time. We’ll cover:

  • Narratives and appeals
  • Secondary insurance
  • Common clauses
  • Pre-treatment estimates
  • Payment entry

Module 3: Patient Conversations

Patients ask strange insurance-related questions and want answers immediately. This course will discuss the most common situations in which an insurance coordinator may find themselves. Conversations with insurance companies can also be problematic. The module will cover both patient and carrier situations. We’ll cover:

  • Go-to phrases
  • Verbal basics
  • Questions about plans
  • Questions about secondary insurance
  • Co-payment confusion
  • Effective insurance company conversations


Module 4: Monitoring Insurance Impact

How is your claims process? How much is participation affecting your revenue? Should you sign up for more plans or leave the current ones? This course will help you to measure the effectiveness of your insurance protocols by outlining the reports you’ll need along with how to evaluate them. We’ll cover:

  • Insurance aging report and its importance
  • Suggested schedules of reports
  • Claim rejections and how to combat them
  • Insurance company productivity
  • Credit adjustments
  • A discussion about plan participation
  • Documentation needs when dealing with insurance plans


You may revisit the modules for six months from the time you begin the course. 

Questions regarding course content may be emailed to the course administrator at any time during enrollment.