In this episode, Dayna Johnson continues her series on fall cleanup in dental practices. She discusses the importance of cleaning up definitions, specifically adjustment types, payment types, and billing types. She explains how to remove unnecessary adjustment types and payment types, and the impact it has on the patient ledger history. Dayna also emphasizes the need for clear and specific adjustment types to facilitate better financial analysis. She encourages listeners to clean up their lists and provides realistic expectations for the time and effort involved.

Takeaways:

➡️Cleaning up definitions in dental practice software is an important part of fall cleanup.

➡️Unnecessary adjustment types and payment types should be removed to keep the list clean and manageable.

➡️Changing definitions will impact the patient ledger history, so it's important to be aware of the changes.

➡️Clear and specific adjustment types facilitate better financial analysis.

➡️Cleaning up billing types is also important for categorizing patients.

Chapters:

00:00 Introduction to Fall Cleanup in Dental Practices

02:01 Cleaning Up Adjustment Types and Payment Types

03:28 Impact of Changing Definitions on Patient Ledger History

09:52 Cleaning Up Adjustment Types and Payment Types (Continued)

12:10 The Importance of Clear and Specific Adjustment Types

14:36 Cleaning Up Billing Types for Categorizing Patients

16:51 Conclusion and Call to Action

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