Dental Office Weekly Reports To Run
Dental office weekly reports are generated at different intervals throughout each month. And different reports are run on specific days of the month. At least, that is how I do it. And I manage this through a system I created myself. I love it, because this Weekly Management System works all the major dental front office systems consistently. So, we are able to know what is going on all throughout the month. And we don’t wait until the end of the month for a surprise or a big pile of reports to work through.
Dental Office Weekly Reports
Patient Aging Report
The patient aging report is a report I run every Tuesday. However, I look at a different group of patient balances each week. But be sure to run a new report each week. Even though you only target a segment of the report each week. We still want to be sure we have a fresh report each week. A balance can be paid any time. So be sure to also double-check your report against your software system. And double-check every patient account before making a call or sending a letter to anyone.
My Schedule~
- Begin Week 1: Patient Aging Over 30 Days
- Then Week 2: Patient Aging Over 60 Days
- Also Week 3: Patient Aging Over 90 Days
- Finally Week 4: Patient Aging Over 30 Days
Yes, over 30 days is run twice a month. Why do I do this? I do this because I want a 100% collection rate each month. And the intent is prevent the over 30 from going anywhere else. I definitely don’t want to see anything in the over 60 or over 90. If I can do anything about it, and I can, I will!
What do I do with patient balances once I see them? That’s certainly the next step in the game. It’s definitely not enough to just run a report and identify the problem! That’s just the first step! If only life was that simple! We would all be problem free.. wouldn’t we? No, we have to take action on every account. And that’s why you just might want to consider a Dental Front Office Membership!! Because your membership gives you access to all on-line courses, downloads, videos, and more!
Dental Office Weekly Reports
The Insurance Aging Report
On Wednesdays, I print the insurance aging report each week. And like the patient aging report, I run a new report each week. But my system runs in the other direction for this report. In fact, I start with the over 90 days first and address any claim over 90 days at the beginning of each month. Once you get your insurance aging report on a schedule, you will most likely not find any claims over 90 days. Won’t that be nice!
Insurance Aging Report Schedule:
- Begin Week 1 With All Insurance Claims Over 90 Days
- On Wednesday of Week 2 Run All Insurance Claims Over 60 Days
- Then on Week 3 Run Insurance Claims Over 30 Days
- Finish with Week 4 And Insurance Claims Over 30 Days Again
Are you asking if I really mean to say that? Do I really want you to run over 30 days for insurance claims twice in a row? Yes… I absolutely do! And once again, there is a reason for this! I shoot for a 100% collection rate. Aim high! Shoot high! And in order to do this, we need to keep claims from rolling over. We need to avoid the over 60 and over 90 day category. Get those claims paid at the over 30 day mark and you will save yourself a whole lot of headaches. And get your money in the bank quicker!
Dental Office Weekly Reports
Unscheduled Hygiene Patients
Dental office weekly reports include unscheduled hygiene patients. This report is run every Thursday. And this report will do several things for your dental practice. It will help you keep continuing care settings clean. And you will be able to better manage your inactive and active patients. Additionally, this report gives you the information you need to reach out to unscheduled hygiene patients.
So, what does that weekly system look like? Let’s take a look at this schedule:
- The first Thursday of the month = unscheduled hygiene patients due this month
- Then the second Thursday of the month = unscheduled hygiene patients who are over 30 days due
- Follow with the third Thursday of the month = unscheduled hygiene patients over 60 days due
- End with the fourth Thursday of the month = unscheduled hygiene patients over 90 days
Dental Office Weekly Reports Help
Dental office weekly reports provide the dental office with weekly work to do. Which is a great start! I know you will find the resources I have for you helpful. But if you would like one on one dental front desk training, I’m the person you want to help you and your team! Why? Because I understand each practice is unique. And I’ve got years of professional training and experience to extend to you. All at a very reasonable cost and to suit your schedule and practice needs.
