Wednesday, July 25, 2012

Insurance Incentive Level Plans . . . video demo

Managing basic dental insurance plans can be frustrating, but what about incentive level plans?  Here in the State of Washington we deal with a lot of incentive level plans and it can be tricky to get it all straight.  I have created a video demonstration to help show you how to attach different incentive level plans to each patient. 







Wednesday, July 18, 2012

3 Overlooked Features in the Treatment Planner

Last weekend, I had the honor of teaching classes on Treatment Planning and Case Presentation at the Business of Dentistry Conference in Las Vegas. During my preparation for my presentations, I learned a few new things about the treatment plan features that I didn’t already know. I love it when I learn something new and I can pass it along to you.
One of the things I learned has to do with alternate treatment plans. Let’s say the patient is missing tooth #3 and your doctor gives the patient options to replace the tooth with a bridge, implant, or a partial denture. The doctor recommends that an implant would be the best choice and you mark the implant as the recommended case. Now the implant is showing as the recommended case (because it has the gold star on it). However, the patient chooses to do the bridge option instead of the implant. You update the status of the bridge case to “accepted” and the implant and partial denture will automatically reject. What I learned is that when you accept a case that was not originally the recommended case, the software will automatically generate a note in the Case Status History which will read, “This was not the recommended case.” I think this is a great feature just in case you ever need to look back on what the doctor originally recommended to the patient.
If you don’t already know what an “alternate treatment plan” is, it is when the doctor presents options to the patient to treat the same problem. You can also read back on my blog Managing Treatment Options for more information on alternate cases.
Another great report I learned more about is the Patient Treatment Case Report. I frequently have offices that ask me if treatment cases can be printed onto one sheet and my answer has always been that they will print out separately. However, for those of you who want to see all the cases on one report, I would suggest looking at the Patient Treatment Case Report. This report will show you all the cases for that patient, estimate insurance individually per case, case status, expiration date, and treatment detail. It does not show a graphical picture of the tooth chart or have the design elements of the patient estimate sheet, but this might be good when you want one report showing multiple cases at once.
Along the same lines as the Patient Treatment Case Report is the Practice Treatment Case Report. This is a great report for the doctor to see all the cases that have been presented within a certain time period. I would suggest generating this report for a week or a month at a time since it takes a few minutes to process. The doctor can see all the cases, case detail, status of the case, case severity, and expiration date.
These are three great tools in the Treatment Planner that I had overlooked. I am now going to implement in my own practice and I hope you will too.

Monday, July 9, 2012

Micromanaging and a lack of leadership: What's an office manager to do?

While attending the recent Speaking Consulting Network meeting in Charleston, S.C., I had the pleasure and honor of interviewing Linda Miles. She is an amazing woman who is passionate about helping the dental team become the best it can be. I am very grateful that she took a few minutes out of her busy schedule to talk with me about two problems that can truly hurt a dental practice -- dentists who micromanage and dentists who do not serve as the "leader" of their team.

Click below to see my interview with (and some great advice from) the one and only Linda Miles.