FRONT OFFICE SYSTEMS COURSE
MODULE 1 – Daily tasks and EOD reconciliation/ Weekly tasks
- List of Daily tasks
- Creating your own task list that fits your office.
- EOD reconciliation, Deposit Slip, and Day Sheets.
- When to do larger tasks- Insurance AR, Statements, Unscheduled appointments, AR and CB reports.
MODULE 2 – Patient Payments, Statements, Financial Policies, Financing
- Checklists for patient payments
- Maintaining a petty cash log
- Implementing checklists and systems for statements
- Offering financing options and extending discounts
MODULE 3 – End of Month Checklist
- Monthly Tasks and reports
- Steps that need to be taken to avoid fraud and embezzlement.
- How to analyze your practice analysis reports
- Importance of Collections percentage
MODULE 4 – Appointments and Scheduling
- Creating Scheduling guidelines
- How to create a cancellation list
- Is block scheduling effective?
- Making your office policy on no-shows/cancellations
- Appointment checklists
- Answering the phones, scripting, verbiage, etc.
MODULE 5 – Scrubbing the Schedule and Visit Form System
- What is Scrubbing the schedule and what it entails.
- A system that can streamline the check-in and checkout process.
- Crossing off items as a front and back office team
INSURANCE SYSTEMS COURSE
MODULE 6 – Common terms to know/types of insurance plans
- Comprehensive understanding of common insurance terminology
- Main types of insurance plans and how they are funded
MODULE 7 – Insurance Verifications and How to fill out a benefit breakdown form
- General overview of Dental Insurance Codes
- How to fill out a verification form
- Information required for completing and submitting dental claims
MODULE 8 – Treatment Planning
- Calculating patient portions for In Network and Out Of Network insurance plans
- Calculating the deductible and co-pay plan.
MODULE 9 – Dual Insurance
- Primary Insurance vs. Secondary Insurance
- Birthday rule
- Non-duplicating coordination of benefit
- When to collect and when to write off
MODULE 10 – Insurance Payments and EOBs
- Checklists and guidelines for posting insurance payments
- Reading EOBs and remarks
- Filing EOBs system
MODULE 11 -Sending Claims and working on the insurance aging report
- Checklists and guidelines for sending claims and preauthorizations
- Steps that need to be taken to resend claims as well as correct claims.
- The correct way to work on the insurance aging report
MODULE 12 – Appeals and Refunds
- Tips and tricks to write effective appeals and win them!
- When to authorize and when to appeal insurance refunds
- Filing EOBs system
MODULE 13 – Enhancing Documentation Practices for Front Office Efficiency
- CWhat documentation does the front office need from the back office.
- Diagnosis and reason for treatment in the clinical notes
- Setting up note templates and or using the PMS Auto-note feature
MODULE 14 – Documenting Systems
- Importance of creating the systems and documenting them.
- Going through the handbook and filling it out