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.