Sunday, September 22, 2013

Tips on avoiding administrative errors in the dental practice

I have just returned from the American Association of Dental Office Managers (AADOM) annual meeting in Orlando, Fla. It was a great few days filled with friends and timely information. If your dental office manager isn't a member of AADOM, you really should check out everything this great association has to offer. You find out more information about AADOM by clicking here.

While I was in Orlando, I had the chance to catch up with Dr. Charles Blair, who is an expert in coding for the dental practice. We chatted about the recent coding changes and what dental practices can expect in 2014. We also talked about ways that dental practices can do some simple things to avoid some very common errors. Click below to watch my video interview with Dr. Blair. 

Tuesday, September 17, 2013

Unscheduled treatment . . . the urgency is now.

Do you find no matter how many follow up phone calls you make to patients reminding them they still have that crown to do on #31 they still wait until it is urgent?  Well that urgency is right around the corner . . . end of the year unused insurance benefits.  Now is a great time to send out a special reminder to patients whose insurance plan benefits are going to expire at the end of December.  Use them or lose them! 

Even though I make several follow up phone calls from the Treatment Manger Report and document in the Office Journal my conversations with my patients, there is something to be said when a patient receives a letter in the mail.  They know it is important.   Dentrix makes it super easy to search out patients with unscheduled treatment with remaining insurance benefits using the Letter Merge feature. 

From the Office Manager, go to Letters > misc > Treatment Plan Reminder > Edit > then select the parameters for your search.  Click on the >> next to the ‘Dental Insurance’ to open the options for insurance, then click the >> next to the ‘Procedures,’ put a check mark next to  ‘Treatment Plan,’ and select the date range you want.  These selections will help you generate a group of patients who have a treatment plan with remaining insurance benefits. 

 If you want to customize the Treatment Plan Letter (dtxlm21) you can click on ‘open template’ and make any changes you want and then say “yes” to save.  (Remember, however, that when you create a merge, you must always say “no” to save after you are done printing.)

By sending out the reminder letter now, we can help avoid the situation of patients waiting until the last minute to see if they can get squeezed in before the clock strikes midnight on the 31st of December.



Wednesday, September 11, 2013

Ready to see what financial security should be?

Dr. Don Lewis, Jr. DDS, CFE 
Recently I interviewed my friend Dr. Don Lewis at the Business of Dentistry conference and he shared some exciting information about his application that integrates with Dentrix G5.  It is amazing!  I believe it can help your practice.  Today, Dr. Don Lewis shares some questions and answers that will give you some insight into this product.

Donald P. Lewis, Jr., DDS, CFE is a Diplomate of the American Board of Oral and Maxillofacial Surgery (AAOMS) and is currently in private practice as a leading oral and maxillofacial surgeon in Cleveland, Ohio.

Q.  What have you learned from developing Practice SafeGuard?

A.   I suffered a major financial loss from embezzlement in the 90s. It was personally devastating and there was a huge gap in the resources I had to fight my case. I became a CFE and began lecturing to thousands of dentists who had the same fears and nowhere to go. Earlier this year I lectured in a room of 200+ dentists and polled the audience - literally 72% of them thought they were victims of fraud. With my team, I've finally been able to develop an amazing solution. We've found scary amounts of potential loss, in the MILLIONS, in our few Early Adopter practices. This is unacceptable in any business. The most fascinating thing we've learned is, doctors can lose as much or more to entry errors as fraud. We know mistakes are not crime, and we don't want to scare people with our message, but the losses are real, and they are preventable. With Practice SafeGuard, my case would have been open and shut. We're so excited to see what Practice SafeGuard can do for every doctor battling unacceptable losses.

Q.  How does Practice SafeGuard work?
A.  It installs in a few minutes and begins analyzing the Dentrix G5 Ledger history. Then, it alerts you to extreme and unusual transactions, and shows you behavior patterns and business metrics in a practice performance dashboard. You can get alerts in up to 3 inboxes on any device you carry, which makes it very easy to respond and resolve issues instantly. It's really just a few minutes a day once you get going. When you can respond instantly, you feel more in control of your financial flow. Best of all, getting a call about a transaction they entered minutes ago means that your staff is very aware of your involvement, which drastically cuts down on the opportunity for crime or negligence. We call it "creating the perception of protection". Practice SafeGuard is the only thing that does it automatically, and Dentrix G5 is the first platform to offer it.
Q.  What are the top 3 reasons for G5 users to install it?
A.  Beyond the obvious benefits of any web tool, the value for G5 users is very simple: This is the best possible kind of financial control. It's fast to ramp up, it ensures that your current sunk costs (Dentrix, staff, audit teams, trainers) actually cost you less, because they're all more accurate, and it provides detailed transaction documentation that doctors can't get anywhere else. It's peace of mind for a few bucks a month and seconds a day.