In this episode, Dayna Johnson discusses the four daily accounting tasks essential for dental practices, focusing on the importance of timely claims submission, ensuring claim completeness, and effective batch processing. She emphasizes the need for clinical notes to be completed promptly to avoid delays in claims and offers practical tips for managing claims efficiently.

Takeaways

➡The Dentrix day sheet is crucial for daily accounting routines.

➡Dental claims should be submitted within 24 hours to ensure timely payment.

➡Clinical notes must be completed before patient checkout.

➡Clean and complete claims reduce the chances of denials.

➡Electronic claims should be sent whenever possible for efficiency.

➡Tracking numbers for claims help in following up with insurance companies.

➡Pre-visit checks are essential for accurate patient information.

➡Batch processing claims is more efficient than sending them in real-time.

➡Mark claims as 'do not send' if the patient requests it.

➡Resources are available to help with clinical note templates.

Chapters:

00:00 Introduction to Daily Accounting Tasks

07:06 Ensuring Claim Completeness and Accuracy

Please rate, review and share this episode with your colleagues.

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