Documents

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New Year’s Dental Office Resolutions
External Marketing: What Works and What is a Waste of Money?
10 Ways to Improve Internal Marketing
October Edition: Top 10 Ask Laura Questions Answered
Creating The Ultimate New Patient Experience
September Edition: Top 10 Ask Laura Questions Answered
10 Ways to Decrease Last Minute Cancellations & No Shows

Course Materials

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Getting Started Materials:


Policies:

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Entering New Patient to Eaglesoft
Entering New Patient Paperwork
Front Office Opening and Closing List
Hand Off Policy
Office Noise Policy
Receptionist Monthly Tracking Sheet
Practice for Right Amount of Communication
Patients Asking Xrays to be Forwarded
Child New Patient Form
New Patient Call in Form

Lesson Documents:

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The Right Amount of Communication
Diagnostic / Preventative
Restorative
Missing Teeth
Perio – Gum Disease
How to Hand Off Clients
Handling Late Patients
Asking for Referrals
Entering New Patient Information
New Patient Flow Chart
Selecting Correct Insurance Information for Patient


Policies:

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Dental Assistant Job Description and Daily Duties
Dental Hygienist Job Description and Daily Duties
Appointment and Confirmation Policy
Doctor Scheduler Checklist
How to Offer and Appointment
8 Hour Day Outline Doctor Schedule
8 Hour Day Outline Hygiene Schedule
Recare Call Policy
Scheduling Policy
Next Day Reviewer Scheduler
Hygiene Scheduling Guidelines
Hygiene Scheduler Monthly Tracking Sheet
Hygiene Schedule Priority
Change of Start Time Confirmation
Patients Who Have Not Been In For a Long Period of Time
Patients Running Late Policy
Hygienist Lunch Policy

Lesson Documents:

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What is block scheduling?
Dr Schedule vs Hygiene Schedule
How to Offer an Appointment
Offering Appointments To Secondary That Want Primary
Next Day Reviewer
Scheduling Outstanding Treatment


Policies:

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Verbal Skills to Confirm Patient Payment
Payment Agreement Form
Treatment Plan Follow Up Policy
Next Day Reviewer
Old Patient Returns With Outstanding Treatment
Letter and Email Samples to Send to Patients


Policies:

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Calling on Outstanding Insurance
Collecting Balances Policy
Financial Coordinator Checklist
Narratives Required by Insurance Companies
Out of Network Letter to Patients
Calling on Outstanding Insurance
Insurance Information Found & Noted
Insurance Downgrade Work Around
Financial Coordinator Monthly Tasks
Patient Account Alert Examples
Financial Coordinator Job Duties in Depth
8 Hour Day Outline Financial Insurance Coordinator

Lesson Documents:

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How Dental Code Works
Insurance Terms
Explanation Of Benefits
Understanding Insurance Claims
Benefit Breakdown Form
Understanding Employer versus Insurance Company
Figuring Out Patient Balances – Patient Did Not Pay Last Time
Fee Schedule versus Coverage Book


Policies:

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Meeting Policy
Auto Note Examples
New Associate Guidelines
Office Noise Policy
Out of Network Letter to Patients
Weekly Executive Meeting
Morning Huddle Form
Supplies Ordering Policy
Overtime Pay Outline
Requesting Vacation & Time Off
Headset Outline
Office Manager Checklist

Lesson Documents:

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Schedule Overview For Productive Day
Tracking Against Goals
Patient Control Morning Schedule Review
Examples of Dismissal Verbage
Scheduling Policy Points

Other Documents



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Receptionist
Scheduler
Treatment Coordinator
Financial Coordinator
Office Manager



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List of Current Videos on Our Site



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Dirty Dozen The Twelve Challenges Dental Office Face Most