Insurance Information Form

About this form

The insurance information form is a financial & billing document used by dental practices. Primary and secondary dental insurance details and authorization. In BoomCloud Forms it is a starting point: every field, heading and statement can be edited before you share it with patients.

Practices may use this template as a starting point and should review the wording against their own professional, regulatory and legal requirements before use.

What's included

This template ships with 10 fields:

• Patient Name — Text
• Primary Insurance Company — Text
• Policy Holder Name — Text
• Policy Number — Text
• Group Number — Text
• Policy Holder DOB — Date
• Employer Name — Text
• I authorize assignment of benefits to the provider — Multiple choice
• Policy Holder Signature — Signature
• Date — Date

When practices use it

Dental teams typically attach this form to the check-in or treatment-planning workflow, when payment responsibility is agreed. It can be sent digitally ahead of the visit, completed on a tablet in the office, or printed as a PDF.

How to customize it

• Reword any question, add fields, or remove ones your practice doesn't need.
• Apply your practice name, logo and colors so the form matches your brand.
• Switch to another supported language where a translated version exists (English, Español, 中文, Tagalog, Tiếng Việt, العربية, Français, 한국어, Русский, Português).
• Share a secure link with the patient, or download a print-ready PDF.