Open Dental Module where you enter the patients insurance plan information after verifying it.

You can find all training resources and sign up for more training courses on this company website.

The button you must press in the TX Plan module before presenting treatment or after entering new insurance.

We use this spreadsheet to see which insurances our office is in network with and which fee schedules to attach.

This is the most important info to get from the patient besides their name, when they call the office to make the appointment.

You must have these highlighted before entering a payment or adjustment in the patient's ledger.

This sheet is used if you are having an issue in your office and tells you who to contact for the specific issue.

These adjustments are made in Open Dental when a patient pays using a thirdy party financing.

If an insurance plan has this clause, they will limit payment for procedures until a certain amount of time has passed after the effective date.

When scheduling patients, we give them this time frame to cancel or RS their appointment by, so that we can have time to fill the hole in the schedule.

You can find perio charting in this open dental module.

This SOP helps lists out the process for sending patient statements weekly, so that you can use it each time you send statements.

This report is printed out for EOD, and it includes the communication between front desk and claims department. We want to make sure we work this report daily.

This happens when your insurance plan chooses to pay for a less expensive version of a treatment, even though your dentist is recommending a different option.

You can go to the two programs to pull patient lists when filling the schedule.

We always check to make sure this is accurate when walking out a procedure or adjustment in the patient's account so that our providers are paid correctly.

This a report you complete daily to prepare your front desk and clinical team for upcoming appointments.

We walk these types of codes when a doctor is getting credit for a procedure that is typically walked out under a hygienist or assistant.

We send this to insurance companies to get a quote of how much insurance would cover on a certain procedure(s) before services are rendered.

You can do this when a patient has an appointment tomorrow but hasn't confirmed yet.

We use this open dental module to send statements to patients if they have a balance.

Solutions focus, Growth focus and Team Focus are a part of this Southeast foundation.

On this End of Day report, you will make note beside each patient as to why they are leaving with a balance today

If an existing patient comes in with new insurance, you do this with the previous insurance plan in open dental in order to save the info for previous claims.

If you have a last minute hole in your schedule and need to fill quickly, you can do this to fill those holes.