Dayna Johnson discusses the importance of daily accounting tasks in a dental practice, focusing on accurate patient ledgers and provider allocations in Dentrix practice management software. She emphasizes the need for a clean workflow and offers insights into implementing daily allocations to maintain accurate records. The conversation also includes tips for cleaning up ledgers and trusting the process of using accounting software effectively.

Takeaways

➡Accurate patient ledgers are crucial for financial health.

➡Provider allocations help maintain accurate accounts receivable.

➡Daily routines should include checking provider credit balances.

➡Adjustments for allocations should balance out.

➡Trust the software to handle complex calculations.

➡Cleaning up ledgers can be a significant project.

➡Use specific adjustment types for allocations only.

➡Billing statements should be clear for patients.

➡Continuous learning is key to mastering accounting tasks.

Chapters

00:00 Introduction and Daily Accounting Tasks

10:25 Implementing Daily Allocations

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