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Forms & Training Resources

Download professional billing templates and resources — or enroll in dental medical billing training courses designed specifically for your practice team.

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Answer 2 quick questions and we'll recommend exactly what your practice needs — in the right order, at the right time.
Forms & Resources

Downloadable Templates & Resources

Professional billing templates designed specifically for dental practices submitting medical insurance claims.

📝 Template
Dental-to-Medical Claim Crosswalk Template
A translation guide mapping common dental procedures to the ICD-10 and CPT codes typically used when billing medical insurance. Covers sleep apnea, oral surgery, TMJ, and more.
Free for MediClaim Works Clients
FREE
⬇ Request Download
PDF · Excel · MCW clients only
📄 Form
CPAP Intolerance Statement & Acknowledgment
Patient-completed form documenting CPAP therapy failure — required by most payers before approving oral appliance therapy for obstructive sleep apnea. Includes patient certification, provider acknowledgment, and 12 documented intolerance reasons.
Free for MediClaim Works Clients
FREE
⬇ Request Download
PDF · Printable · MCW clients only
📋 Template Library
Audit-Proof SOAP Library — E0486 Oral Appliance
Four audit-ready EMR templates covering every stage of oral appliance therapy: initial evaluation for suspected OSA, treatment-ready evaluation for confirmed OSA, appliance delivery and fitting, and follow-up/titration. Includes a pre-submission audit checklist. Pre-filled with compliant language and guided placeholders.
Free for MediClaim Works Clients
FREE
⬇ Request Download
DOCX · 5 templates · Fully editable · MCW clients only
✅ Checklist
Getting Medicare DME Claims Paid
Step-by-step documentation requirements for E0486 oral appliance claims. Covers what Medicare requires from the MD/DO (sleep study, evaluation notes, CPAP intolerance, signed order) and from the DDS/DMD (ABN, SOAP notes, lab invoice, Epworth score). Includes a pre-submission bottom-line checklist so nothing gets missed before you hit submit.
Free for MediClaim Works Clients
FREE
⬇ Request Download
DOCX · Fully editable · MCW clients only
📋 Patient Form
STOP-BANG Questionnaire
Validated 8-question OSA risk screening tool for patient completion. Covers snoring, daytime tiredness, observed apnea events, blood pressure, BMI, age, neck size, and gender. Includes color-coded risk scoring guide (Low · Intermediate · High) and clinical notes section. Required for initial patient screening prior to sleep study referral.
Free for MediClaim Works Clients
FREE
⬇ Request Download
DOCX · Printable · Fully editable · MCW clients only
📋 Patient Form
Epworth Sleepiness Scale (ESS)
Clinically validated 8-situation daytime sleepiness questionnaire for patient completion. Each situation is rated 0–3 for likelihood of dozing. Includes color-coded scoring interpretation (Normal · Mild · Moderate · Severe) with a Medicare-specific callout that a score of 11 or higher is required to support E0486 medical necessity. Includes provider and patient signature lines.
Free for MediClaim Works Clients
FREE
⬇ Request Download
DOCX · Printable · Fully editable · MCW clients only
📝 Patient Packet
Sleep Medicine New Patient Intake
Complete 4-section intake form: Patient Information (demographics, emergency contact, referring physician), Insurance Information (primary & secondary with subscriber fields), Medical History (21-condition checkbox grid, medications table, allergies, surgeries, physician info), and Sleep Health Questionnaire (10 yes/no questions covering snoring, witnessed apnea, fatigue, headaches, dry mouth, prior sleep study, and full CPAP/PAP history).
Free for MediClaim Works Clients
FREE
⬇ Request Download
DOCX · Multi-page · Fully editable · MCW clients only
💳 Financial Form
Financial & Insurance Agreement
Complete financial policy packet covering Financial Policy, Assignment of Benefits, Coordination of Benefits Attestation, Medicare Secondary Payer Questions, Out-of-Network Acknowledgment, Cancellation Policy, and Patient Responsibility Acknowledgment — including the required language: "I understand that insurance coverage and reimbursement are determined by my insurance carrier and are not guaranteed by the practice."
Free for MediClaim Works Clients
FREE
⬇ Request Download
DOCX · Multi-page · Fully editable · MCW clients only
✍️ Consent Packet
Consent & Compliance Packet
Complete consent packet with individual signature sections for: HIPAA Acknowledgment, Consent to Treatment, Electronic Communications Consent, Authorization to Release Information, and an AI & Automation Disclosure explaining how MediClaim Works technology tools are used for billing, prior authorizations, and documentation support — with patient consent language included.
Free for MediClaim Works Clients
FREE
⬇ Request Download
DOCX · Multi-page · Fully editable · MCW clients only
📦 Complete Package
New Patient Intake Forms — Complete Package
All five new patient forms combined into one ready-to-print document: Sleep Patient Intake, Financial & Insurance Agreement, Consent & Compliance Packet, STOP-BANG OSA Risk Questionnaire, and Epworth Sleepiness Scale. Hand patients one complete packet — done.
Free for MediClaim Works Clients
FREE
⬇ Request Download
DOCX · 5 forms · 1 file · Fully editable · MCW clients only
Credentialing & Enrollment

Provider Activation Packages

Before you can bill medical insurance, your providers must be registered, validated, and connected to the right payers. Our tiered activation packages get you reimbursement-ready — fast.

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Not sure which package is right for you?
Answer 2 quick questions and we'll recommend exactly what your practice needs.
Package 1
Provider Registration
— The Basics
$500
per Provider / Tax ID

  • BCBS provider registration
  • UHC provider registration
  • W-9 review
  • Provider demographic review
  • Submission tracking
Get Started — $500
Package 2
Provider Activation
— The Essentials
$799
per Provider / Tax ID

Everything in The Basics, plus:
  • NPI Type 1 validation
  • NPI Type 2 validation
  • NPPES review
  • License verification
  • DEA verification (if applicable)
  • W-9 validation
  • Taxonomy review & recommendations
  • Reimbursement Readiness Report
Get Started — $799
Not sure which package is right for your situation? Each package is priced per provider / Tax ID. Email our team or and we'll help you determine what your providers need.
Specialty Training

Dental Sleep Medicine Training

Sleep-related claims involve unique coverage rules, documentation requirements, and payer-specific policies. Our training fees reflect the time, expertise, and preparation required to guide providers and billing staff through these workflows so services can be billed correctly.

Level 1
Kickstart Coding — Essentials Sleep Package
The foundation for billing dental sleep medicine correctly
$3,250
/ 10 Sessions

You will learn:

1
The Fundamentals of Eligibility & Benefits
  • Intro to Eligibility and Benefits
  • Payers and Billing Regulations
  • Documentation and Claim Submittal Checklist
  • Clinical Guidelines and Case Scenarios
2
The Fundamentals of Claim Creation
  • Intro to claim creation for E/M and X-Rays
  • Intro to claim creation for E0486/K0272
  • Claim Basics — Modifiers and payer-specific rules
  • Practice claim submission for sleep and case scenarios
3
The Fundamentals of Prior Authorization (PA)
  • Prior authorization for Sleep — step by step
  • Avoiding the Top 10 PA denial reasons
🎉 Bundle & Save
Save $300
17 Sessions Total
Complete Sleep Coding Bundle — Level 1 + Level 2
Get the full 17-session sleep medicine billing curriculum at a discounted rate. The best value for practices committed to building a complete, billable sleep medicine program from the ground up.
✓ Included — Level 1
Kickstart Coding — Essentials Sleep Package
10 sessions · Foundation billing curriculum
$3,250
✓ Included — Level 2
Master Coding for Sleep
7 sessions · Advanced billing & case analysis
$2,275
Regular: $5,525
$5,225 / 17 sessions
You save $300 with this bundle
Enroll in Bundle — $5,225 →
Level 1 must be completed before beginning Level 2. Sessions are scheduled remotely with a live instructor.
Practice Growth
4 Modules
Sleep Practice Activation™
A complete growth program for dental practices ready to build — or scale — a thriving dental sleep medicine practice. Covers patient identification, team training, internal and community marketing, digital strategy, and consultation conversion.
🎙 Live instructor-led
💻 Remote sessions
1
Finding Sleep Patients in Your Practice
  • Why dental practices are the best place to identify OSA
  • Screening every hygiene patient
  • Medical history questions that identify risk
  • Clinical observations & STOP-BANG integration
  • Epworth Sleepiness Scale
  • Sleep consultation workflow & team responsibilities
2
Team Training & Internal Marketing
  • Front desk scripts
  • Hygiene scripts
  • Clinical assistant scripts
  • Provider scripts
  • Internal referral workflow
3
Marketing
  • Physician outreach
  • Referral tracking
  • Adding sleep medicine to your existing website
  • Utilizing Facebook
  • Email campaigns
  • Local advertising options
4
Converting Consultations into Cases
  • Sleep consultation process
  • Financial conversations
  • Objection handling
  • Follow-up systems
Choose Your Enrollment Tier — 4 Modules
Self-Paced
$697
  • Recorded videos
  • Templates included
Enroll Now →
Most Popular
Group Coaching
$2,297
  • 6 live sessions
  • Templates included
  • Live Q&A sessions
Enroll Now →
Accelerator
$4,500
  • Live sessions + recorded videos
  • Marketing plan review
  • Monthly coaching for 90 days
  • Implementation feedback & support
Enroll Now →
Delivery format varies by tier — see each tier above for details. Questions? Email our team.
The Kickstart Coding and Master Coding for Sleep programs are live and instructor-led — delivered remotely in structured sessions with a MediClaim Works billing specialist. The Sleep Practice Activation™ program offers three enrollment tiers: a Self-Paced option with recorded videos, a Group Coaching option with live sessions, and an Accelerator option combining live and recorded delivery. An active MediClaim Works account is required for all training programs. Questions about curriculum, scheduling, or group rates? Email our team or .
Specialty Training

Oral Surgery Medical Billing Training

Oral surgery billing requires mastery of ICD-10 diagnosis coding, CPT procedure codes, prior authorization workflows, and complex claim scenarios. Our structured training walks your team through every layer — from eligibility basics to real case-based analysis.

Essentials · 16 Sessions
Oral Surgery Essentials Training
The complete foundation for billing oral surgery to medical insurance
$6,800
/ 16 Sessions

A 5-part deep dive from eligibility fundamentals through hands-on claim creation:

1
The Fundamentals of Eligibility & Benefits
  • E1: Intro to Eligibility and Benefits
  • E2: Payers and Billing Regulations
  • E3: Surgery Documentation
  • E4: Medical Necessity and Rational Pointer
2
The Fundamentals of Diagnosis
  • E5: ICD-10-CM Basics and Guidelines
  • E6: ICD-10 Coding Logic
  • E7: Combination Codes and Sequela
  • E8: Complete/partial/embedded loss of teeth classification
3
The Fundamentals of CPT in Surgery
  • E9: Evaluation and Management Services (E/M) — most relevant CPTs
  • E10: Modifiers and Qualifiers: Claims Hands On
  • E11: Hands On: Creating Claims (Simple)
  • E12: Hands On: Creating Claims (Complex)
4
Prior Authorization for Surgery
  • E13: How to build a Prior Authorization Packet
  • E14: Hands On: Creating a Prior Authorization
5
Claim Creation: Surgery
  • E15: Hands On: Claim Creation (Complex)
  • E16: Hands On: Claim Creation Continued (Complex)
Best Value
Bundle: Essentials + Advanced Surgery Training
Enroll in both the Essentials (16 sessions) and Advanced (7 sessions) at the same time and save $575 off the combined price.
$6,800 + $2,975 = $9,775
Bundle Price: $9,200 — Save $575
$9,200
23 sessions total
Get Bundle — $9,200 →
All training is live and instructor-led — delivered remotely in structured sessions with a MediClaim Works billing specialist. Not pre-recorded videos. An active MediClaim Works account is required for all training programs. Questions about curriculum, group rates, or scheduling? Email our team or .
Training & Education

Additional Medical Billing Training for Dentists

Targeted training courses taught by dental medical billing experts — built for front office teams, billing coordinators, and practice managers who want to sharpen specific skills.

Beginner
Understanding Eligibility & Benefits
A focused session for front office teams and billing staff
🎙 Live instructor-led
💻 Remote session
📜 MediClaim Works platform
Get confident with eligibility from day one. This session walks your team through the full eligibility workflow inside the MediClaim Works platform — from submitting a request to understanding exactly what the response means for your patient's coverage.
  • How to submit an eligibility request
  • How to address a failed eligibility inquiry
  • Creating a patient record within MediClaim Works
  • How to interpret the eligibility response
  • Understanding the patient's benefits
Intermediate
4 Modules
Insurance Intelligence: Eligibility, Benefits & Authorization Mastery
A comprehensive deep-dive into insurance — we go beyond training and personally help you set up your UHC, BCBS, Availity, and Cigna provider portals so you are ready to verify benefits and submit claims from day one
🎙 Live instructor-led
💻 Remote sessions
📋 5 modules
🦷 Sleep & surgery case examples
📜 MediClaim Works platform
🖥️

Included: Payer Portal Setup Assistance

This is not just training — we personally help you get set up and ready to work. Enrollment includes hands-on assistance configuring your provider portals for UnitedHealthcare (UHC), Blue Cross Blue Shield (BCBS), Availity, and Cigna so your team can verify eligibility, check benefits, and submit claims from day one.

1
Eligibility Verification
  • How to verify medical benefits
  • Common payer portals
  • Medical vs. dental coverage determination
  • Identifying hidden exclusions
  • Documentation requirements
2
Benefits Analysis
  • Deductibles
  • Coinsurance
  • Out-of-pocket maximums
  • In-network vs. out-of-network implications
  • Determining patient financial responsibility
3
Treatment Planning
  • How benefits impact case acceptance
  • Presenting patient responsibility
  • Medical necessity considerations
  • Sleep and surgery examples
  • Building financially viable treatment plans
4
Prior Authorizations
  • When authorizations are required
  • Required documentation
  • Submission workflows
  • Tracking and follow-up
  • Common denial reasons
5
Case Workshops
  • Real patient examples
  • Live benefit reviews
  • Treatment planning exercises
  • Authorization scenarios
Intermediate
Live Session + Tool Access
Denial Intelligence
We work directly through your practice's own EOBs to identify why claims were rejected, whether each denial is appealable, and how to recover revenue you thought was lost — all in one focused live session.
🎙 Live instructor-led
📄 Uses your actual EOBs
💻 Remote session
💰 Focused on revenue recovery
📜 MediClaim Works platform
Bring your EOBs and let a MediClaim Works billing specialist walk through each denial with you — explaining the exact reason the claim was rejected, what the payer is looking for, and whether an appeal makes sense. No generic scenarios. This is your real data, your real denials, your real money.

What You Will Cover

  • Reading and interpreting your EOBs
  • Understanding denial reason codes
  • Identifying appealable vs. non-appealable denials
  • Building an appeal strategy for recoverable claims
  • Preventing the same denials going forward

Denial Intelligence GPT Tool

The Denial Intelligence GPT tool is available during your training session. If you want ongoing access after the session — so your team can continue analyzing denials independently — you can subscribe for continued use plus a follow-up check-in session to make sure your team is on track.

Available as an add-on subscription — see pricing below
Choose Your Option
Training Session Only
$199
one-time
  • One live session with a billing specialist
  • Denial Intelligence GPT tool access during session
  • Review of your actual EOBs
  • Tool access ends after session
Enroll Now →
Ongoing Access
Training + Tool Subscription
$99 setup + $14.95 /mo
per month · 1-year contract required · auto-renews annually
  • Everything in Training Only
  • Ongoing Denial Intelligence GPT tool access
  • Follow-up check-in session included
  • Your team can analyze denials independently
Get Started →

Need custom training for a larger organization or billing service?

📧 Contact Us for Custom Training
Common Questions

Shop FAQs

More questions? Email us anytime

How do I receive downloadable forms after purchase? +
After completing checkout through Gumroad, you'll receive an email with a secure download link for your file(s). Downloads are available immediately and you can re-access them anytime from your Gumroad account.
Can I enroll multiple staff members in a training course? +
Individual courses are priced per seat. For group or team training needs, contact us to discuss options and group pricing.
What if I'm not ready to buy yet — can I still get a demo? +
Absolutely. We offer free demos with no purchase required. Click "Request a Demo" in the top navigation or email us at hello@mediclaimworks.com and we'll set up a walkthrough of the platform for your practice.
Still Have Questions?

Our Team Is Here to Help

Questions about our forms, training courses, or getting started with medical billing? We'd love to help.

📧 Email Our Team
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