How to Write a Scaling and Root Planing Appeal Letter That Gets Approved (And Why Memberships Are the REAL Solution)

July 15, 2025
Topics: Dental
Written by: Lisa Rasmussen

How Smart Practice Owners Are Ditching PPOs and Adding $500K+ in Recurring Revenue

Join our exclusive course and discover the proven strategies that practices use to add $10,000+ in monthly recurring revenue with patient membership plans. Dr. Evans took this course and now has over 800 members and $37,000/mo of predictable recurring revenue. Watch this webinar before we take it down in 24 hours.

This course normally sells for $297.

But right now, I’m giving you access for just $47.

That’s cheaper than a hygiene cleaning.

And it could be the most profitable $47 you ever spend.

Get the Course Here → The Six-Figure Membership Plan Course

What You Will Learn:

- How to Build a Membership Plan That Pays You Monthly (Even While You Sleep!)

- Why PPOs Are Stealing Your Revenue—And How to Take Control of Your Profits

- The 3-Step System to Scale Recurring Revenue
(Even If You’ve Never Sold a Membership Plan Before!)

- The #1 Mistake Dentists Make When Dropping PPOs (And How to Avoid It!)

LIVE Case Study: How One Dentist Went from PPO-Dependent to $500K+/Year in Recurring Revenue With a Membership Program!

In dentistry today, PPOs are not your friend, they hurt your cash flow, demolish your profit margins, jeopardize your patient relationships & use A.I. to deny claims!!

If I had an employee or partner that messed up my business like that, I would FIRE them ASAP! 

$47. No fluff. Just results.

You in?

Ever feel like sending a flaming bag of… appeals to the insurance company?
You’re not alone. Every day, dental practices battle insurance denials for scaling and root planing (SRP). It’s the #1 headache for your front desk, your hygienist, and the stressed-out patient who just wants clean, healthy gums (but NOT a surprise $1,200 bill).

Here’s the kicker:
A winning scaling and root planing appeal letter can boost your collections, save patient relationships, and—if you play your cards right—lead to more loyal patients who spend 2x-4x more than the average insurance-only patient.

Ready to flip the script?
This isn’t just about letters. It’s about building a recession-proof, MRR-generating practice.

Let’s dive in.


The Battle: Insurance Companies vs. Gum Health (And Your Revenue)

Dental insurance is like a casino: the house (spoiler: not you) always wins. SRP gets denied for all sorts of bogus reasons:

  • “Not enough bone loss” (Did they even look at the X-rays?)

  • “Probing depths insufficient” (Patient bled like a stuck pig!)

  • “No prior history of periodontitis” (Patient just moved. Sorry for improving their life?)

  • “Frequency limitation” (Translation: We don’t wanna pay)

So you submit a scaling and root planing appeal letter. Maybe even three.
But most practices?
They give up. The money gets written off. The patient gets frustrated. You lose revenue and trust.


What If You Could Fire Insurance (and Get Paid More)?

Here’s a stat you probably haven’t seen:
Membership patients spend 2x-4x more per year than insurance-only patients.
(Yeah, you read that right. Data from BoomCloud™ shows practices with robust in-house membership plans see patients spending up to 4x more, with radically improved retention.)

Let’s break it down:

  • Recurring revenue (MRR/ARR): Your membership plan creates predictable monthly revenue, a.k.a. MRR (Monthly Recurring Revenue) and ARR (Annual Recurring Revenue).

  • Higher case acceptance: Membership patients accept more treatment—including SRP—because they trust you, not some insurance admin in another state.

  • Fewer appeals: No insurance denials. No paperwork marathon.

But let’s not get ahead of ourselves…


The Step-By-Step: Scaling and Root Planing Appeal Letter That Wins

For the insurance world warriors out there, you still need to win those appeals while building your membership program. Here’s how to write an appeal letter that gets noticed:

1. Use a Data-Driven, Clinical Approach:

  • Attach perio charting (probe depths, recession, bleeding).

  • Radiographs showing bone loss.

  • Narrative: “Patient exhibits generalized 5-7mm pocketing with bleeding upon probing, consistent with moderate chronic periodontitis.”

2. Hit Their Medical Necessity Checkbox:

  • Reference AAP/ADA guidelines.

  • Show failed prior therapy (prophy/SC/R).

  • List systemic risks (diabetes, smoking, heart disease).

3. Personalize It:

  • “Patient [Name] is a 47-year-old female with a 12-year history of Type 2 diabetes and generalized bleeding on probing. SRP is the standard of care and delaying treatment increases risk of tooth loss and systemic complications.”

4. Attach Everything.

  • Chart notes.

  • Radiographs.

  • Periodontal chart.

  • Medical history.

  • Photos (if you’ve got ‘em).

5. Demand a Written Response.

  • “If claim is denied, please specify in writing the clinical rationale that supersedes ADA recommendations.”

6. BONUS: Use the ADA Appeal Letter Template.
Get it here: ADA’s Sample Appeal Letter PDF


You Can’t Scale Revenue Chasing Denials

Here’s the ugly truth:
You could spend 20+ hours a month on appeals…
Or, you could create your own recurring revenue stream—where patients pay YOU directly.

That’s where BoomCloud™ comes in.
Let’s get real about what actually grows a practice in 2025.


Case Study: How Dr. Amy Doubled MRR With BoomCloud™ (And Ditched the Denials)

Dr. Amy, mid-sized group practice, Utah.
Before BoomCloud™:

  • Wrote off $30,000+ a year to insurance denials (SRP, crowns, you name it).

  • Hygienists stressed. Patients ghosted after one denied claim.

After BoomCloud™:

  • Built a membership plan in under 48 hours.

  • Patients signed up for $35/month, including perio maintenance and discounts on SRP.

  • In 12 months, membership MRR hit $12,000/month.

  • Annual recurring revenue (ARR) broke $140k.

  • SRP case acceptance up 65%.

  • Insurance write-offs? Down 80%.

  • Patient loyalty went next-level: members booked 2-3x more hygiene visits per year.

“The best part? Our team spends less time fighting denials and more time treating patients. Membership patients spend at least 3x more per year and actually complete their perio treatment. We’ve built a business that feels safe, even when the economy is rocky.”
— Dr. Amy, BoomCloud™ user


Why Membership Plans Destroy Denials (and Grow Practices)

Membership Patients = Loyal, High-Value Patients

  • They stick around longer (retention up 80%)

  • Spend more (2x-4x per year on treatment!)

  • Refer more friends and family

MRR & ARR: Your Predictable Revenue Engine

  • MRR (Monthly Recurring Revenue):
    Imagine $10,000+ rolling in every month before you even turn the lights on.

  • ARR (Annual Recurring Revenue):
    Build a business with $100,000-$300,000+ ARR (practices using BoomCloud™ do it all the time).

Say Goodbye to Insurance Denials

  • No more fighting for your money.

  • No more “appeal letter” stress.

  • Just patients paying you directly for the care they need.

Epic Revenue Per Patient = Practice Growth

  • The best way to grow is NOT to add more patients, but to increase revenue per patient.

  • Membership patients book more treatment, accept more SRP, refer more friends.


How to Start: BoomCloud™ Makes It Stupid Simple

Ready to ditch the denials and grow your MRR?
BoomCloud™ makes it insanely easy to launch, manage, and scale a dental membership program—even if you’re tech-phobic.

Here’s what you get with BoomCloud™:

  • Custom-branded membership plans (perio maintenance, SRP discounts, more)

  • Automated payments and renewals

  • HIPAA-compliant

  • Built-in marketing & analytics dashboard

  • Support that actually answers your calls

Get started for free and see how easy it is to change your practice’s future.


TL;DR: The Takeaways (for Skimmers)

  • Scaling and root planing appeal letters: Use data, guidelines, and a strong clinical narrative. Attach everything. Demand a written response. Use ADA templates.

  • Membership patients spend 2-4x more: The real play is building MRR/ARR through a killer membership plan.

  • BoomCloud™ = recurring revenue, less stress, more growth.

  • The best way to grow a practice? Optimize revenue per patient.


Pro Tips & Ideas

  • Add SRP benefits to your membership plan.
    Patients LOVE simple pricing.

  • Market to uninsured, fee-for-service, and tired-of-denials patients.

  • Analyze your revenue per patient every quarter.
    MRR = predictability, peace of mind, and more freedom.


Your Next Steps


Want to Stop Writing Appeal Letters?

Grow your practice by building loyalty, increasing MRR, and finally get paid what you’re worth.

Learn more at BoomCloud™


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Jordon Comstock

Author Bio

Jordon Comstock is the Founder & CEO of BoomCloud™, a software that allows practice, clinic & spa owners to build, manage and scale a membership program. This helps practice & clinic owners to create recurring revenue & improve loyalty via membership programs. Jordon is passionate about Music, Hawaii, Healthcare businesses like: dentistry, optometry, med spas and massage spas. Schedule a demo of BoomCloud™ and learn how membership programs can improve your business. Here are more dental books to improve your practice

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