# Questions to ask a dental billing company before signing

### Scope

- [ ] Who submits primary claims, and what does our office still need to do?
- [ ] Who prepares and submits secondary claims after the primary payer responds?
- [ ] Who handles denials and appeals, and which decisions need our approval?
- [ ] Are patient statements, reminders and payment reconciliation included or priced separately?
- [ ] Does the service include insurance verification, and what does a completed breakdown contain?

### Pricing

- [ ] Is the fee based on insurance collections, total collections, a monthly charge or individual tasks?
- [ ] What monthly minimum applies, and which services count toward it?
- [ ] What onboarding or setup fee will our practice pay?
- [ ] Are volume discounts available, and how are they calculated for our office?
- [ ] What contract term, cancellation notice and charges apply if we leave?

### Systems

- [ ] Which PMS products and versions does your team work inside?
- [ ] Where will EOBs, verification results and follow-up notes be stored?
- [ ] How will our office review adjustments and approve write-offs?
- [ ] What happens when a payer portal or software connection is unavailable?

### Reporting and accountability

- [ ] Which reports show completed work, unresolved balances and the next action?
- [ ] Who is accountable for each open issue, and how do we contact that person?
- [ ] How are errors identified, corrected and explained to our office?
- [ ] How often will we review aging, denials and outstanding requests together?

### Getting started

- [ ] What is the expected go-live time, and what could delay it?
- [ ] Which PMS permissions and payer portal access do you need before work begins?
- [ ] How will we divide existing open claims between your team and our staff?
- [ ] What should our team prepare before the onboarding meeting?

Source: https://teerodocs.com/template/questions-to-ask-a-dental-billing-company (as of 2026-10-02)