In this episode, Dayna Johnson discusses the essential daily accounting tasks that dental practices should implement to ensure accuracy and efficiency. She emphasizes the importance of balancing the day sheet, sending insurance claims promptly, managing provider allocations, and sending billing statements daily. By following these practices, dental teams can improve their financial accuracy and reduce stress in their operations.

Takeaways

➡Daily accounting tasks are crucial for accurate data.

➡Balancing the day sheet helps prevent missed procedures.

➡Claims must be sent out within 24 hours.

➡Provider allocations are important for accurate ledgers.

➡Daily billing statements streamline the billing process.

➡Using software like Dentrix can simplify accounting tasks.

➡Sending statements daily reduces workload and phone calls.

➡Accurate data leads to better reports and decision-making.

➡Team collaboration is key in managing daily tasks.

➡Investing in education can enhance practice efficiency.

Chapters

00:00 Introduction to the Dental Patient Journey Series

07:08 Sending Insurance Claims

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