1. DentalWriter Plus+
  2. Nierman Medical Billing Service

Documentation Checklist for Oral Appliance Therapy of OSA Patients (for Medical Billing Service)

This checklist will serve as a guide of the criteria required for most medical insurance to approve coverage for OSA therapy.

Documentation Checklist for Custom-Made Oral Appliances for OSA

(Commercial/private insurance)

☐    Prescription/Written Order from physician (MD, DO, NP, PA or CNS) for oral appliance.

☐    Office visit notes from physician.

☐    SOAP note/narrative report from DentalWriter (from sleep history/exam/workup visit).

Your SOAP note should be documenting the patient's absence of significant periodontal disease and absence of TMJ dysfunction, and Epworth score of 11 or higher. 

☐    Proof of delivery form signed by patient

☐    Lab slip and Invoice from Lab for oral appliance

☐    Copy of sleep study report with AHI 5+ (dated within 1 year prior to delivery date of       appliance)

For mild OSA (AHI 5-15) – at least one of the following in medical history:

☐    Epworth sleepiness scale score 11+

☐    Excessive daytime sleepiness, impaired cognition, mood disorders, or insomnia

☐    Hypertension, ischemic heart disease, or history of stroke

For severe OSA (AHI 30+) – at least one and sometimes both:

☐    CPAP affidavit of intolerance/noncompliance

☐    Notes from physician that PAP therapy is contraindicated

Important notes: