Handling insurance billing and keeping a healthy revenue cycle can be a real headache for dental practices. From missed billing items and claim denials to inaccurate scheduling, these issues can mess with your financial stability and efficiency. We recently had a webinar with FOA Coaches Sydney Robinson, Brittany Rogar, Catilin Mendaz, and Rebecca Herring, where they tackled these problems head-on. Here’s a quick summary of the practical tips and solutions they shared to help streamline your processes and boost billing accuracy.
Key Takeaways
1. Get Your Insurance Setup Right:
2. Daily Reporting is a Must:
3. Tackle Claim Denials:
4. Schedule Accurately:
5. End-of-Day Procedures:
Front Office Academy Tools:
Take advantage of the tools available in the Front Office Academy (FOA) for effective insurance billing and revenue management. Training on topics like Open Dental, selling treatment plans, and phone skills is readily accessible. If you’re a DSI member, make sure to use the included FOA resources and training to optimize your practice operations.
Don’t forget about the Office Manager and Insurance Account Revenue Cycle Workshop in Denver on November 1st-2nd, 2024. This workshop will cover essential topics like insurance billing, account revenue cycles, and leadership skills. The early bird discount ends on August 12, so register soon! For more information and to register, visit FOA Coaching Workshop.
By integrating these best practices and leveraging the resources available through the Front Office Academy, you can enhance your insurance billing efficiency, reduce errors, and maintain a robust account revenue cycle. This will improve the financial health of your practice, ensuring sustainable growth and success.
Cheers,
Sydney Robinson
Dental Success Network & FOA Coaching
Sectioning teeth can be essential when the root configuration prevents straightforward extraction. Roots may be dilacerated, widely splayed, or curved, making it impossible to extract the tooth in one piece. When a tooth is broken down to the bone with no structure to grasp, sectioning becomes necessary.
Key Techniques for Sectioning and Extraction
Practical Tips for Sectioning
Achieving high case acceptance rates isn’t just about convincing patients to proceed with treatment—it’s about building trust, communicating effectively, and presenting options in a way that aligns with their needs and financial situations. Here’s a comprehensive guide to help you enhance your case acceptance strategies.
Case acceptance starts long before the patient sits in the dental chair. It begins with the very first phone call. When patients call to schedule their appointment, it’s crucial that your personality, warmth, and trustworthiness shine through. Use their name multiple times, answer all their questions, and remove any obstacles that might prevent them from booking their appointment. This initial interaction sets the tone for their entire experience with your practice.
When patients walk into your office, the first 30 seconds are critical. They quickly decide if they feel comfortable receiving treatment there. Ensure that your front desk team is trained to acknowledge patients immediately, stand up to welcome them, and create a positive first impression. This welcoming atmosphere is vital for building trust and making patients feel at ease.
When it comes to presenting treatment plans, your body language and energy are key. Be confident and enthusiastic! Confidence in the procedures and payment options reassures patients that they are in good hands. Practice your scripts until you know them by heart—this will help you respond to objections with ease and maintain a positive, persuasive demeanor.
During your discussions, always plant the seed of affordability early. Let patients know that you have great payment options prepared to make their treatment affordable. This reassures them that their financial concerns will be addressed and keeps them engaged throughout the presentation.
Patients often have concerns about cost, the procedures themselves, or their ability to get approved for financing. Address these objections empathetically and confidently. Explain that prequalification for financing does not impact their credit score and offer multiple payment options to make the treatment affordable. Always present the total cost, what insurance will cover, and the out-of-pocket expenses in a clear, concise manner to avoid overwhelming them with information.
If a patient leaves without scheduling, it’s essential to have a systematic follow-up approach. We recommend the 2-2-2 method: follow up in 2 days, 2 weeks, and 2 months. This ensures that no patient falls through the cracks and demonstrates your commitment to their health and well-being. Use a treatment tracker to log each patient’s progress and keep your schedule full.
When a patient says they need to think about it, gently probe to understand their concerns. Is it the procedure or the cost? Address their specific worries directly and reiterate how manageable the payments can be. Your goal is to get a decision while they are still motivated and present in your office.
By implementing these strategies, you can significantly increase your case acceptance rates, ensuring that more patients receive the care they need while boosting your practice’s success.
Until Next Time,
Caitlin Mendez
Team Training Coach
Dental Success Companies
P.S. Looking to refine your skills and learn more about effective case presentation? Join us at the Dental Success Network and access our comprehensive resources and expert advice to elevate your practice!
Have you ever heard some horror stories about dentists who hire associates?
There’s one where a group hires an associate to push out a partner. The oldest partner of the group has a problem with alcohol, and the younger members of the partnership hire an associate to push out the older doc. It didn’t end well.
Then there’s the one where the associate starts referring out everything. A young associate is hired into a practice but is scared of their own shadow. (Joking, of course, but you get the drift!) This associate starts referring out extractions, root canals, and other cases to other dental offices, even though the senior doctor could have handled those cases easily.
Then there’s this excerpt from the Associate Dentist Manual:
In this story, we see a senior doctor who was not prepared for an associate and did not want to coach the associate to succeed.
Dr. Kennedy was a younger doctor who was eager to settle in a small town in Indiana. This town had about 15,000 people and four dental offices, each about 35 minutes south of Indianapolis. The owner dentist of one of these practices was Dr. Jason, who graduated about 20 years ago and had been the town sweetheart since his award-winning days on the high school basketball team.
Unfortunately, Dr. Jason had started to get worn down by dentistry and was just not in a good mood most days. His back and neck hurt a lot, which contributed to his poor attitude. His leadership skills were also lacking, which led the office to be run, for all practical purposes, by his assistant.
This story begins at the end. On her last day, Dr. Kennedy didn’t say a single word to the other doctor, said her goodbyes to the team, and left. The team was heartbroken, as they had grown to love Dr. Kennedy. However, the grumpy owner doctor was holed up in his office, wondering how he would handle the practice going forward.
As they approached the end of their working relationship, the atmosphere in the office was pretty toxic. The senior doctor, who was 100% owner, would bring in the associate and berate her for not doing something correctly. When the associate worked harder to better adhere to this doctor’s standards, he would then berate her for taking too long.
After 11 months, the associate decided that she’d had enough and looked for jobs elsewhere. While she could have conceivably joined or purchased another office in town, she had signed a contract with a 15-mile non-compete. This negated any possibility of staying in town unless she wanted to fight with the owner doctor about the legality of the non-compete clause. She ended up leaving the city and having to sell the house she purchased just a year prior.
At the point of leaving, it dawned on her that she had missed a few red flags. One was that the owner previously had a partner in the practice, but she could not contact the prior partner during the interview process. She should have done more research into how the partnership dissolved and whether there was any backstory to this case. It turns out, Dr. Jason had driven the partner out with his poor attitude as well. If Dr. Kennedy had checked in on this story, then perhaps this unfortunate situation could have been avoided.
Another red flag is that Dr. Jason also wouldn’t allow the new associate into the practice to meet any of the team prior to her first day. This seems very odd, as there are usually not many good reasons for barring a visit to the office. This is understandable in the case where one associate is replacing another. However, if the spot was empty to begin with, it doesn’t make much sense. We assume this implies the team would have tipped the new doctor off to the toxicity in the office and the real reasons why there was an open doctor spot.
In all, this was a situation bound to fail from the beginning. Dr. Jason is not likely to find a new associate anytime soon. His demeanor towards the associate, as seen by the team, was horrible and toxic. Due to this fact, no future associate that does any research on the practice will find it appealing. This failure of the associateship might mean that Dr. Jason’s practice now shrinks to a permanent single-doctor practice. This also means that there may be lay-offs in Dr. Jason’s future, as the team shrinks to only handle the workload and patients of one doctor. If Dr. Jason really wants to have another doctor in the office, the most likely scenario is that he will have to sell to a DSO and then step back from all ownership responsibilities. Unfortunately, life doesn’t look easy for this owner after the failed associateship with Dr. Kennedy.
Stories like this are everywhere in the dental associate world, but it doesn’t have to be this way. With the proper planning and execution, the dental associate world can be fruitful and smooth. This doesn’t come with luck; it really only comes through proper planning.
The best resources to help you through this process of hiring and onboarding an associate are all found in the Associate Dentist Manual. This book is packed full of powerful resources that will help you get the best people into your practice, including letters to help recruitment, special hiring tests, and a complete onboarding system to make sure they understand how your practice works.
Together with these resources, let’s make horror stories like this a thing of the past!
Be well and do well,
Addison Killeen
P.S. Are you looking for a community that supports you through the challenges of hiring and managing associates? Join Dental Success Network today! Our members benefit from exclusive access to a community of over 1,000 dentists, real-time feedback on clinical and business cases, and a wealth of educational resources. Don’t face these challenges alone – become a part of DSN and transform your practice for the better.
Have you had that experience where your assistant keeps calling in sick and ruining what you presumed would be a great clinical day? This person is a good assistant—when they show up. However, they’re just unreliable coming to work.
When this happens, you’ve got two items on your “to-do” list:
How do I create all these onboarding systems? Good thing is that we’ve solved that problem for you. After years of refinement in our own offices, Dr. Chris Green and I came up with The Complete Dental Assistant Manual. This includes hundreds of pages of documents that will give you the start, as well as the guidance to set these up in a way that will lead to success. Check out the book HERE.
As with everything, doing these two things sounds easy, but they’re going to take a lot of work. It will not happen overnight, and it’s going to come with some hiccups. However, with the right resources and a supportive community like the Dental Success Network, the job will get done, and your dental practice will be better off because of it.
Be well and do well,
Addison Killeen
P.S. If you’re looking for support in building robust systems and accountability structures in your practice, join Dental Success Network. With our comprehensive resources and a community of like-minded professionals, you’ll find the guidance and tools you need to succeed. Join DSN today and take your practice to the next level!
If you’re anything like me, during the design phase of the office build-out, you analyzed every 12 o’clock picture you could get your hands on in order to optimize it for your own needs. You also likely have never seen the PERFECT design—I know I haven’t. My design is pretty darn solid (for me), but still not perfect. Meanwhile, your equipment rep is pushing a prefabricated, overpriced 12 o’clock cabinet that looks nice and has some of the features you want, but really doesn’t cover all of your bases.
So what do you do?
My approach is to use the following checklist to consider all of the items that you need to house and plan the location for. Sit down with a cabinet maker or your architect, some pictures of 12 o’clock designs you like, and sketch up the plans (don’t forget to include any necessary specs from your equipment rep). They can likely build what you want for a very fair price. While the prefabricated units cost $4,000+, you will easily be able to design one for $1,000-2,000.
(For operatory equipment considerations see separate video)
An interesting thing happens when you realize your dental practice isn’t a rocket ship and can’t grow another 100%. I’m nearing that stage now. We probably need another doctor in the next few months (maybe even a few months ago), and we’re nearing maximum capacity. What does it feel like when the rocket ship phase of the roller coaster of hyper-growth evens out, and the doors to the company are still open, minus the fun, crazy numbers where each month we set a record of production, income, and new patients?
For those of you who have hit that, it’s an important juncture. You’ve built something that many people are envious of, but sometimes that loss of hyper-growth comes with a change (possibly even a sadness). There’s still growth, but it’s slower. There’s still a lot of patient care going on, but without the dopamine hit of green in every column. Heck, at some point, there will even be some months that are lower.
Such a place is an interesting achievement for the entrepreneur and poses many questions: Are we ready to continue on the path from this place we’ve arrived? Do we long for something more rollercoaster-y? Do we buy a second practice, or third? Does this settling of the mind and numbers lead to a ‘dark energy,’ as Alastair Macdonald would say?
Work-life at this stage is like the “stirring the oatmeal” phase in a relationship. When the thrill and excitement settle into the steady, sustainable moments, they are simply different from when things may have started. Perhaps we find ourselves bored on Friday at 4 pm. Perhaps we take a sabbatical and find that the executive team has everything taken care of in our absence. (All marks of a thriving team who knows their roles – including the leader.)
That can be a beautiful ride to take. But now the question becomes, what is the next thing we tackle? Do we want more growth and say, “Let’s move the practice to a new location, build out a new clinic, and go for a ‘Mega Practice’?” Or do we say, “I want to drop all insurances and go strictly fee for service?” Each path has its positives and negatives. Whatever your path, I hope you can find something that still lights a fire in your soul to keep chasing it.
Be well and do well,
Addison Killeen
P.S. If you’re looking for guidance and a community of like-minded dental practice owners, consider joining Dental Success Network. DSN offers a wealth of resources, including continuing education, and a vibrant community to help you navigate the complexities of practice ownership. Join us today and take your practice to the next level!