Dental Claims Cleanup®, LLC

National Dental Billing Services

1810 Erie Blvd. Syracuse, NY 13210

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800-652-3431

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Dental Office Systems Manual

Dental Office Systems Manual
$350.00

Through the years, we received consulting from various companies in my personal dental offices. We have adapted and tweaked the best of the systems, and created new ones that led to the birth of Dental Office with Systems business systems manual. The manual covers all aspects of the dental office business and comes with digital forms that can be edited with individual office information ready for use and printing. The manual is also in a digital format so that it can be edited to the specifics of the individual office. See below for the Table of Contents. The manual is $350 and will be emailed to you as 2 emails: one with the manual, the other with the digital forms. We can also provide training that follows the manual. Please see the training web page for pricing.


A Dental Office with Systems

Administrative Guide to Operating a Dental Office Business by Dr. Dorothy Kassab


Table of Contents

Establishing Your Practice Vision. 1

Choose Your Practice. 1

Understanding the Dental Service Cycle. 5

Why Have Business Systems in a Dental Office?. 5

The Am Huddle. 5

AM Huddle Components. 6

Team Daily Statistic Reporting Form.. 8

Preparation for the AM Huddle. 10

New Patient Management 11

THE PHONE GREETING.. 11

THE “WELCOME” AT ARRIVAL. 11

Health History Form.. 13. 14

Appointment Agreement Form.. 15

Financial Policy Form.. 16

Patient Consent & Compliance Assurance Form.. 17

Patient Expectations Form.. 18

Record Release Form.. 19

Patient HIPAA Acknowledgement and Designation Disclosure Form 20

HIPAA Policy Notice for the Waiting ROOM.. 21

New Patient Phone Call Form.. 30

Emergency Telephone Call Form.. 32

Benefits Verification Form.. 33

BENEFITS VERIFICATION. 34

Successful Schedule. 35

Why Template Your Schedule?. 35

Setting Daily Goals 35

Hygiene Department 37

ACCELERATED HYGIENE.. 37

Example of Accelerated Hygiene Schedule. 39

TREATMENT PLANNING.. 40

TREATMENT PLAN PRESENTATION. 40

CLINICAL NOTES and TEMPLATES.. 42

CLINICAL NOTES TEMPLATES. 43

Comprehensive Exam, FMX, trx pln. 43

Emergency Exam.. 43

Recare Hygiene Visit 43

Child Hygiene Prophy Exam.. 44

Perio Maintenance Hygiene Visit 44

Perio Therapy using Diode Laser 44

Sealants 44

Composite Restoration. 44

Extraction. 44

PFM Crown Cementation. 45

Cerec Crown. 45

PFM Crown. 45

Bridge. 45

Denture Impressions 45

Nightguard. 45

Orthodontic Case Presentation. 45

Periodic Ortho Visit. 45

Suture Removal 46

Frenectomy. 46

Dry Socket 46

ZOOM Whitening Procedure. 46

ZOOM Whitening Consult 46

Denture Adjustment 46

Bite Adjustment 46

Root Canal with Core. 46

Recement Temporary Crown. 47

Follow-up Letter from Specialist Summary. 47

Stainless Steel Crown and Pulpotomy. 47

Soft Reline of Denture. 47

Implant Body Placement 47

Mini Implants placement 47

TMD Evaluation. 47

Missed Appointment 48

Patient Phone Call 48

Financial Presentation. 48

Front Office Business Administration. 49

FINANCIAL AGREEMENT. 49

Financial Agreement Form.. 50

Money Management & End of Day Closeout 51

PRE-PAYMENTS. 52

SCHEDULING APPOINTMENTS. 52

PRE-APPOINTMENT INTERVIEW.. 52

Appointment Pre-Booking Interview Form.. 53

CONFIRMTION OF APPOINTMENTS. 54

HYGIENE REACTIVATION. 54

Assistants Department 55

HEALTH HISTORY REVIEW.. 55

CONSENTS TO TREATMENT. 55

Consent Form.. 56

NEXT APPOINTMENT REVIEW.. 58

UNSCHEDULED TREATMENT CALLS. 58

Dental Billing Management 59

PRODUCTION VERIFICATION BY PROVIDERS. 59

WEEKLY REPORTS. 59

CLAIMS MANAGEMENT. 59

PATIENT BALANCES MANAGEMENT. 59

In-Office Programs. 61

NEW PATIENT EXPERIENCE: 61

CASE PRESENTATIONS. 61

FINANCIAL PRESENTATIONS. 66

INTERNAL MARKETING.. 66

IN-HOUSE DENTAL BENEFIT PROGRAM.. 67

COMPREHENSIVE EXAMINATION. 68

What is a “Hand off” 68

PERIO PROGRAM.. 68

Technology In Dentistry. 70

DIGITAL RADIOGRAPHS. 70

VISUAL PATIENT EDUCATION SYSTEM.. 70

INTRAORAL PICTURES. 70