Introduction to the Provider Dashboard
The Provider Dashboard is your main tool for managing patient records, verifying eligibility, reviewing codes, and submitting claims with ease. It provides access to patient benefits, coverage details, and real-time claim statuses. To get started, log in or sign up here.
Creating an Account
- Visit level.com and select Sign in in the upper right.
- Click Create account, then select Provider.
- Enter your email and password. A verification email will be sent to set up your practice details.
- Level will verify your account within 24 hours, and you’ll receive a confirmation email when ready.
Searching for Members
To search a member’s account:
- Select the Search icon.
- Enter the member’s date of birth (MM/DD/YYYY), Level subscriber ID, or last 4 of SSN, and last name.
- If correct, the member’s profile will appear and be automatically added to your Members section.
Find Dependents
You will need the specific member's ID and date of birth to access benefit and eligibility information. If you don't have the combination of unique ID and DOB, enter the Account Holder's ID and DOB, then visit the Family section to view additional dependents including their unique ID. Use the Action button and Add member to your member listing to easily locate their account for future visits.
Benefits and eligibility | check coverage
Once you log into your member account, you can easily access important information such as the annual benefit maximum, remaining balance, and tier coverage details. To view all your Level patients, simply select the Members tab. Choose a specific member to see their annual maximum, remaining balance, and coverage overview. If the member you are looking for is not listed, make sure to search for them or select from the family section. After identifying the member, tap Add Member from the Actions tab. The newly added member will then appear in your list of members.
Verify procedure codes | code review
To check coverage for any dental code, visit a member’s profile and select Plan. In the box that reads Filter by code, type in a dental code. You can click on a service to view coverage details and any applicable restrictions in the right-hand sidebar.
View treatment history
To review history on file, visit the members profile and select Records. You can filter by code or date of service.
Download plan documents via Actions button to:
- Print ID Card | snapshot of member plan information including member ID, payer ID and Level contact information
- Download Provider Guide | designed to give you all the information you need to check eligibility, confirm network status and submit claims.
- Download Benefits Breakdown | provides an overview of key plan details including the annual benefit maximum, benefit period and coverage tiers.
Claim submission
To submit a claim, first add your patient to your Members list. Then, go to the Claims section, select “Submit Claim” and choose your patient from the dropdown menu. If your patient isn’t on the roster, you’ll be prompted to search and add them.
The Submit Claim process will guide you through each step, starting with the member’s name, selecting treatment location and treating provider. For claims related to coordination of benefits (COB), overpayment, or orthodontia, add notes in the remarks section and upload any supporting documentation. In Authorizations, check the second box to receive direct payment; otherwise, payment will be assigned to the member. Most claims submitted through the dashboard are processed the same day.
Claim status
To track the status of claims you’ve submitted to Level, visit the Claims section. Select any completed claim to view an explanation of payment [EOP]
Confirm network status
While members can use their dental benefits at any provider in the United States, Level has a national PPO network of quality dental providers, representing a combination of direct contracts and leased networks. To confirm network status, navigate to the Account section, select Offices, and view the network status of each practicing provider.
- If you find that you are in-network | Submit claims directly to Level. The fee schedule applied will be identified on the explanation of benefits.
- If you find that you are out-of-network | Submit claims directly to Level as Level PPO offers out of network benefits. Should your office require payment upfront, be sure to provide them with an itemized statement of services to assist with maximum reimbursement. Document should also include the Tax ID, address and treating provider along with service lines and authorizations.
View your Account
Navigate to the Account tab to view the following:
- Profile: an overview of your practice, including contact information. You can edit your practice name and type, phone, and fax number as needed. Some information can’t be edited directly. To update your office address, your tax identification number (TIN), or your National Provider Identifier (NPI), contact support@level.com.
- Users: view the list of users who have dashboard account privileges. You can conveniently filter this list based on names or roles. To invite a new user to your account, simply click on the 'Add user' tab and follow the provided instructions.
- Practices: view all practices registered with your email, click the drop down carrot and select the practice you wish to view.
- Offices: view a list of locations that share your TIN
To make additional edits to your Account, please reach out to our provider team by sending a message along with an updated W-9 form and your current provider listing. You can use either email or the contact form for your communication. email or contact form