How It Works

The Dental Vault is a library of editable insurance appeal templates built specifically for dental offices. Here’s exactly how it fits into your front-office workflow.

Step-by-step for your team

  1. Choose your template pack.
    Pick the Dental Denial Starter Pack or the Full Dental Appeal Library. Each purchase is a one-time, practice-license for a single location, so everyone on your front office team can use the templates there.
  2. Download your files instantly.
    After checkout, you’ll receive download links right away. Templates are delivered as Microsoft Word documents (.docx) inside a ZIP folder so you can save them on your own secure system.
  3. Customize the template for your patient.
    Open the letter in Word, add your logo, and fill in the bracketed fields like [PATIENT NAME], [DATE OF SERVICE], [TOOTH #], and specific clinical details. Your team can adjust the wording to match each payer’s guidelines.
  4. Attach supporting documentation.
    Use your normal process to attach perio charting, radiographs, intraoral photos, and clinical notes. The templates clearly reference typical documentation so reviewers can follow your logic easily.
  5. Submit through your usual channel.
    Upload the completed letter and attachments through the payer portal, e-fax, or mail—whatever your practice already uses for appeals. The templates are designed to drop into your existing systems, not replace them.
  6. Reuse and adapt across your practice.
    Because everything is editable, you can duplicate and fine-tune templates for different payers and scenarios while keeping a consistent, professional tone on every appeal.

What The Dental Vault is (and isn’t)

Important: The Dental Vault provides administrative templates only. We do not provide legal advice, coding advice, or a guarantee of payment. Final responsibility for claim submission, documentation, and compliance with payer policies rests with your practice and treating providers. All patient information is entered by your team and remains under your control.