Front Office Mastery Course Outline
MODULE 1 – Daily Tasks And EOD Reconciliation / Weekly Tasks
- Efficiently manage daily tasks and larger responsibilities for streamlined practice operations.
- Learn the right timing for tasks like insurance accounts receivable, statements, and unscheduled
appointments.
MODULE 2 – Patient Payments, Statements, Financial Policies, Financing
- Master patient payment handling, financial policy implementation, and generating statements.
- Discover strategies for offering financing options and discounts to enhance patient
satisfaction.
MODULE 3 – End of Month Checklist
- Gain a comprehensive understanding of essential monthly tasks and reports.
- Learn how to prevent fraud, analyze practice reports, and optimize collections percentages.
MODULE 4 – Appointments and Scheduling
- Develop effective scheduling guidelines and policies for optimized patient flow and managing
appointments.
- Improve over-the-phone verbal skills and communication for enhanced patient interactions.
MODULE 5 – Scrubbing the Schedule and Visit Form System
- Understand the concept of “scrubbing the schedule” and how it optimizes appointment management.
- Implement efficient check-in and checkout systems for a seamless patient experience.
MODULE 6 – Common Terms To Know / Types Of Insurance Plans
- Understand common dental insurance terminology.
- Identify and differentiate between the main types of insurance plans and understand how they are
funded.
MODULE 7 – Insurance Verifications And How To Fill Out A Benefit Breakdown Form
- Master dental insurance codes and verification form completion.
- Ensure accurate dental claims submissions.
MODULE 8 – Treatment Planning
- Calculate patient portions for In-Network and Out-of-Network insurance plans.
- Accurately calculate deductibles and copay plans for precise treatment planning.
MODULE 9 – Dual Insurance
- Understand primary and secondary insurance coverage.
- Learn about essential concepts such as the birthday rule, non-duplication coordination of
benefits, and when to collect or write off insurance balances.
MODULE 10 – Insurance Payments and EOBs
- Learn to accurately post insurance payments and interpret EOBs.
- Implement an efficient system for EOB filing.
MODULE 11 – Sending Claims And Working On The Insurance Aging Report
- Discover checklists and guidelines for sending claims and preauthorizations efficiently.
- Learn how to resend claims correctly and address claim errors effectively.
- Understand the correct way to work on the insurance aging report for timely follow-up.
MODULE 12 – Appeals and Refunds
- Gain valuable tips and strategies for writing effective appeals and achieving favorable
outcomes.
- Learn when to authorize and when to appeal insurance refunds for optimal financial management.
- Understand the importance of a systematic filing system for refunds and appeals.
MODULE 13 – Enhancing Documentation Practices for Front Office Efficiency
- Understand front office documentation needs and the importance of detailed clinical notes.
- Learn to utilize templates and automation for efficient documentation.
MODULE 14 – Documenting Systems
- Recognize the significance of creating documented systems for practice management.
- Effectively utilize the provided handbook for better documentation practices.