The High Performing Dental Team

#171 Calculating Insurance Downgrades in Dentrix


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In this episode, dental software expert Dayna Johnson breaks down the complexities of estimating dental insurance coverage and how to navigate the challenges that come with today’s evolving benefits landscape. She explains the key differences between the fee schedule method and the allowed amount method, shedding light on which approach may be right for your dental practice.
From exceptions and downgrades to patient communication and the use of technology like Dentrix and Eligibility Pro, Dayna offers practical, real-world strategies to improve accuracy in insurance estimates and create more confident treatment presentations. You’ll learn how to involve patients in understanding their coverage, handle difficult estimate scenarios, and streamline your process for better efficiency and profitability.
If your dental team struggles with insurance estimation accuracy, this episode is packed with tips, tools, and insights to help you take control of the process.
Key Takeaways:
Understand the difference between the fee schedule and allowed amount methods.
Learn why estimating insurance has become more complex over the years.
Identify common exceptions that complicate estimates.
Use Dentrix to manage calculations effectively.
Navigate downgrades in coverage with confidence.
Educate patients on their insurance coverage and responsibilities.
Simplify syncing coverage details with Eligibility Pro.
Use overrides in Dentrix for accurate treatment plan estimates.
Improve patient conversations around insurance expectations.
Commit to continuous training for better estimation accuracy.
Chapters:
00:00 – Understanding Insurance Estimation Methods
02:41 – Navigating Exceptions in Insurance Coverage
05:21 – Fee Schedule vs. Allowed Amount Method
08:13 – Handling Downgrades in Treatment Plans
11:16 – Utilizing Dentrix for Accurate Estimates
13:54 – Enhancing Patient Communication and Involvement
Please rate, review and share this episode with your colleagues.
Book a call with Dayna: calendly.com/dayna-johnson/discovery-call
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The High Performing Dental TeamBy Dayna Johnson

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