Exceptional Dental Patient Account Management
Dental patient account management skills are important. Yet, it’s easy to underestimate the need for training.
Especially when new team members arrive with experience.
There is lots of misunderstanding on this subject. Missed opportunities. And lost patients.
Not to mention, lost revenue.
But even more important than that is reputation.
Exceptional patient account management means much more than sold collection numbers.
Exceptional patient account management builds patient trust, rapport, and referrals.
Train Yourself and Your Team
Start from ground zero. Learn everything you can about your computer software system. Know the best way to set up for success. Understand patient billing, billing cycles, and patient statements.
Dental Patient Account Management With Insurance
Dental insurance is another area of study altogether. And if your dental practice has any interaction with dental insurance, know what you’re doing here. Don’t rely on your patients to know this.
I hear it all the time from dental practices. “It’s their insurance. It’s their problem.” Really? Aren’t we in the field to help and support our patients? And dental insurance is really very black and white. It’s not as complicated or gray as it might seem. Learn it. Inside out. I’ve got you!
Develop Systems of Operation
Now, let’s build your systems. And you don’t have to start from scratch. I’ve done all that hard work for you. Take my Weekly Management Systems and turn them into yours!
- Daily patient billing statements
- Resolve Over 30, Over 60, Over 90 Days Unpaid Claims & Patient Balances
- Get to a place where nothing rests in your over 90 day categories
- Run daily, weekly and monthly reports
Reports to Run
Daily reports include your daily deposit reports. Balance what comes in with what’s on paper. Send insurance claims daily. And remember to generate a missed claims report just in case!
Print weekly and monthly patient and insurance aging reports. Compare your entire aging report to your monthly average production numbers. The goal is to keep your entire aging total less than your average monthly production number.
Remember those credit balance reports each month. Audit each account and send patients a refund that are owed asap. Best to do this as it happens. But at the very least, once a month.