Insurance & patient Financials

Course Information

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Course Instructor

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    • Insurance Basics
      • How Dental Codes Work
      • Insurance Terms (7:17)
      • Benefit Breakdown Form
      • Answering Dental PPO Questions (6:27)
      • Understanding Insurance Claims (7:40)
      • Selecting Correct Insurance Information for Patient (6:42)
      • Understanding Employer vs Insurance Company
      • Calculating Dental Insurance Benefits (8:40)
      • Filing Insurance Claims (7:15)
    • What Does a Financial Coordinator Do
      • Responsibilities of the Financial Coordinator (5:07)
      • Duties of the Financial Coordinator (7:13)
      • Responsibilities of the Financial Coordinator (5:07)
      • Purpose of the Financial Insurance Position(7:44)
    • Payments and Submitting to Insurance
      • Steps for Entering Insurance Payments (8:29)
      • Entering Insurance Checks (7:26)
      • Fee Schedule versus Coverage Book (8:44)
      • Matching the Correct Patient with the Correct EOB/Payment (4:43)
      • Sending Narratives and Additional Information (7:12)
      • Narratives versus Appeals (7:03)
    • Claim Management
      • Outstanding Insurance Claims
      • Calling on Insurance Claims using Notes (7:25)
      • How to Avoid Outstanding Insurance Claims (9:41)
      • Communicating with Patients about Insurance and Financial Obligations (12:25)
      • Looking Ahead to Avoid Insurance Issues (11:29)
    • The Patient Side of Insurance Management
      • Being Prepared to Collect a Patient Balance (3:56)
      • Balancing Patient Accounts (9:11)
      • Figuring Out Patient Balances – Patient Did Not Pay Last Time (6:50)
      • Account Balances – The Importance of Notes (7:55)
      • Breaking Down the Patient’s Account (12:12)
      • Family Account Billing Issues (6:08)
      • Handling Patient Balances Effectively (7:20)
      • Explaining a Balance to a Patient
      • Handling and Discussing Account Balances
      • Insurance Renewal (6:24) 
    • Tips, Tricks, and Helpful Hints
      • Top 5 Dental Insurance Questions Webinar
      • Important Tips for Entering Insurance Checks (11:16)
      • Tips to Get Insurance Claims Paid (7:12)