The Dental Billing Podcast

Worst Billing Case of 2025 - Part II - End of Day Checklist


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We show how chart prep sets expectations and end of day confirms reality, so money stops leaking and compliance issues get fixed the same day. A practical checklist, time blocking, and coaching turn chaos into a repeatable close that protects revenue and trust.

• redefining end of day as daily accountability 
• chart prep for expectations, end of day for verification 
• composite case of a busy office with open charts and rolled balances 
• building a lean checklist that closes every visit 
• spotting patterns: missed copays, incomplete notes, idle claims 
• coaching conversations that improve collections and documentation 
• blackout time to finish reconciliation without interruptions 
• route slips or digital equivalents for clear expectations 
• daily compliance as a habit, not an annual event 
• financial stability through same‑day close and follow‑up

You can go grab the chart prep and the end‑of‑day checklist, and there’s a little guide in there on how to implement it in the show notes if you want to implement this right away 
If this series has been helpful for you friends, I’d really appreciate it if you would leave us a review 
Make sure you’re subscribed so you don’t miss part three 
And if this episode made you think of your doctor or your office manager, share it with them

Get the Chart Prep + End of Day Checklist and Guide for Only $19 Here:

https://ericka-aguilar-dental-billing-expert.kit.com/products/chart-prep-checklis

Schedule a demo with MaxAssist to unlock scheduleing potential here:

https://maxassist.com/book-a-demo-fortune-billing/


Join The Biller Acceleration Mentorship Wait List Here: (Only 5 Spots Left in 2025!!)

https://linktr.ee/dental_billing_coach

Would you like to set-up a billing consultation with Ericka? She would love the opportunity to discuss your billing questions and see how Fortune Billing Solutions may help you.

Email Ericka:
[email protected]

Email Jen:

[email protected]

Email Ed:

[email protected]

Schedule a call with Ericka:

https://calendly.com/ericka-dentalbillingdoneright/30min


Perio performance formula:

(D4341+D4342+D4346+D4355+D4910)/(D4341+D4342+D4346+D4355+D4910+D1110)


Delta Dental Locum Tenens Form:

https://www1.deltadentalins.com/content/dam/ddins/en/pdf/dentists/locum-tenens-form.pdf





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The Dental Billing PodcastBy Ericka Aguilar

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