In this episode, Dayna Johnson discusses the importance of cleaning up insurance records in Dentrix, a dental practice management software. She emphasizes the common challenges faced by dental teams regarding insurance management, including the frequent changes in patient insurance and the potential for duplicate entries. Dayna provides practical tips for effectively searching for insurance plans, maintaining consistency in naming conventions, and cleaning up duplicates to streamline the insurance database. She concludes by offering resources for further learning and support in mastering Dentrix.

Takeaways:

➡️Insurance management is a significant pain point for dental practices.

➡️Always perform at least three searches before adding a new insurance plan.

➡️Using group plan names can help differentiate between similar plans.

➡️Consistency in naming insurance carriers is crucial for database management.

➡️Joining plans can help eliminate duplicates in the insurance database.

➡️Mark inactive plans with Z's to avoid confusion.

➡️Purging insurance plans can help clean up the database but may lose historical data.

➡️Maintaining a history of claims is important for reference.

➡️Resources are available for deeper learning about Dentrix.

➡️Support is available for practices looking to improve their efficiency.

Chapters:

00:00 Introduction to Dentrix Fall Cleanup Series

01:27 Navigating Insurance Challenges

10:07 Cleaning Up Insurance Duplicates

16:20 Conclusion and Further Resources

Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

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