The patient benefits handout
Every verified plan produces a printable benefits summary on your practice letterhead. It’s written to work for two readers at once: dense enough for the front desk to quote from, plain enough to hand a patient at check-in.
Where: open a patient’s benefit detail → Print for patient or Download PDF in the header.
- Open the patient’s benefit detail from the dashboard, or View benefits on their Patient Profile.
- Select Print for patient to open it in a new tab and print from there, or Download PDF to save the file.
- Both buttons show Opening… for a second or two while the file is prepared.
For a patient with two plans, switch to the Secondary tab first — the buttons then produce that plan’s own handout. That costs nothing extra.
What’s on it
Section titled “What’s on it”The handout runs to several pages on US Letter, with table headers repeating across page breaks and every page numbered.
| # | Section | What it holds |
|---|---|---|
| 1 | Practice header | Your practice name, address and phone — and the billing provider’s NPI where one is set |
| 2 | Plan details | The patient, the subscriber, and the plan facts: status, carrier, plan type, group #, member ID, payer ID, network, fiscal year, effective and end dates |
| 3 | Your plan at a glance | The same three rings as on screen — annual maximum, deductible, ortho lifetime |
| 4 | Deductibles | By coverage level and network |
| 5 | Maximums | By network |
| 6 | What your plan covers | Category coverage, in-network and out-of-network columns |
| 7 | Coverage by procedure | The headline table — per-CDT coverage, allowances and frequencies |
| 8 | Recent services on file | The carrier’s own record of what’s been done |
| 9 | Good to know before your visit | An amber box: plan warnings, and which categories carry a waiting period |
| 10 | Disclaimer + footer | ”This is an estimate of benefits, not a guarantee of payment.” |
The procedure table
Section titled “The procedure table”Introduced with:
Coverage for the procedure codes your office verifies. Percentages are your plan’s estimated share of the cost.
It lists the same procedure codes as the on-screen view, in the same order — the codes you configured in Precheck settings. The two surfaces are built from one shared list on purpose, so the handout you give a patient can never disagree with the console your team is reading.
Three lines you’ll see under it:
*Estimated from category coverage; your plan did not return a benefit specific to this code. — the same asterisk convention as the drawer.- Your plan did not return procedure-level coverage details for these codes. See the category coverage above. — when the carrier sent nothing per-code at all.
- Your plan also reported coverage for {N} additional procedure codes not listed above. Ask our office if you have a question about a specific procedure. — the carrier volunteered codes beyond your list. They’re counted rather than printed, so the patient gets a readable page instead of a 390-row table.
Filing it into Open Dental
Section titled “Filing it into Open Dental”Turn on Import benefits PDF into Open Dental in Precheck settings and pick an Open Dental imaging folder. From then on, every verified check files its handout into that folder automatically.
The file is named with the verification’s own date and time — for example Insurance Benefits (verified 2026-07-20 2-30-15 PM).pdf — so re-verifying a patient the same day doesn’t overwrite or silently skip the earlier one.
Troubleshooting
Section titled “Troubleshooting””No benefits handout is available for this verification yet”
Section titled “”No benefits handout is available for this verification yet””The verification isn’t in a Verified state, or the file hasn’t finished rendering. Re-open the drawer in a moment.
The buttons aren’t there
Section titled “The buttons aren’t there”You’re looking at a plan that isn’t verified. Run a check first, or check the status badge in the header.
Nothing opened when I selected Print for patient
Section titled “Nothing opened when I selected Print for patient”The handout opens in a new browser tab. If your browser blocks pop-ups for prod.teamio.app, allow them — or use Download PDF instead, which saves the file directly.
The PDF isn’t appearing in Open Dental
Section titled “The PDF isn’t appearing in Open Dental”Confirm both Import benefits PDF into Open Dental and an Open Dental imaging folder are set — the toggle alone does nothing without a destination. Then check your practice’s Teamio sync is running.