Dental Administrative Monthly Emails Mon – Thurs
Dental Administrative Monthly Emails are a fabulous introduction to dental front office management. And also a nice way to breathe some new organizational skills into your daily routine.
- Every Monday thru Thursday morning, an email leaves my computer at 4:15 am PST to your email address.
- Specific daily tasks, weekly tasks, and monthly tasks help guide you through a better dental office day.
Email me back with any questions or concerns from any of the daily emails, and I’ll gladly reply just as soon as I am able!
Emails Include my Weekly Management Systems!
Copy, save, or print each email and begin to create your very own Weekly Management Systems. Perhaps create your own Dental Front Desk Manual, customized to fit your practice needs. I’m so excited to help you begin!
Once your purchase is complete, you will receive a confirmation email (please be patient as I get you started). If you wish to use an email address that is different from the email address used in your purchase, you will be instructed to let me know. Let’s go!
- Daily tasks with special assignments: when to print unscheduled hygiene, overdue insurance claims, past due patient balances
- When do you run your credit balance report? I’ll give you a specific date to do this
- Get all your daily, weekly, monthly tasks done and feel the satisfaction of a job well done
Dental Administrative Monthly Emails Example: Day 1
Making it Thru Monday is really what we need to do. Mondays can be the craziest days. It is really survival mode at best. Monday is also the day to get set up for the rest of the week! This is the first Monday of the month and a great time to set yourself up for success!!
Today’s Tasks:
- Respond To All Messages Left During Closed Hours
- Confirm All Appointments Scheduled 2 Days Out
- Look Ahead at This Week’s Schedule: Where Do Changes Need to Be Made? Openings To Schedule? Lab Cases To Check On? Patient Billing or Insurance Issues for Scheduled Appointments? Take Care of Anything That Needs Taking Care Of!
- Look At Monthly Production. Are You Scheduled to Reach Goal?
- Post All Payments Received
- Send All Insurance Claims for The Day
- **Send Billing Statements ** (every single day – set default for patients who haven’t received statements in the last 30 days).
- Print Unscheduled Treatment Report to Work Throughout the Month
Mark Your Calendar!
Whatever calendar system you want to use, get it ready! You are going to mark your calendar for the rest of the week. You can use a planner, an ap on your phone, or your computer.
Whatever works for you, let’s get it out and map it out.
Mark Your Calendars with The Following Tasks on These Days for Week 1 Only
Tuesday: Print Ageing Report for Patient Balances Over 30 Days
Wednesday: Print Insurance Ageing Report for All Claims Over 90 Days
Thursday: Print Continuing Care Report for Patients Who Are Unscheduled & Due This Month for Hygiene Appointments & Also Print New Patient List for all patients seen this week.
It is important to take the time to write it down. Write down these tasks either in your planner or on your computer calendar or your phone. Commit to it. Making it happen begins with the thought and decision to do it. You got this!!”
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