Tuesday, January 27, 2015

Top 10 Blogs of 2014

1. Get Creative with Your ASAP List

I was working with an office recently and they have a program specifically for patients who do not pre-appoint. These patients are mostly retired and have very flexible schedules. They don’t want to tie down their schedules in four or six months so they just say, “Call me when you get an opening.” This office had a manual tracking system for these patients but wanted to find a way to incorporate this into their Dentrix system. Since you cannot put a patient on the ASAP list unless they have a scheduled appointment, we had to come up with something creative … so we gave these patients a specific status that we could search for within the Continuing Care system. CLICK HERE to continue reading

2. Top 5 reports every doctor should look at

I received an e-mail from a doctor the other day who had a situation that needed attention. Her clinical team had started posting procedures in the patient chart and had accidently posted a root canal as “complete” rather than “existing.” The root canal was not only posted to the patient’s ledger, but it was also sent electronically to the insurance company and paid. The patient called concerned about the EOB that he received and wondering why the office had billed his insurance company for a root canal he never had. When the doctor asked me what kind of safeguards she could put into place for her clinical team, my response was that this issue was an administrative boo-boo, not a clinical mistake. CLICK HERE to continue reading

3.  "Can you write me an excuse note for school?"

I was at the mall yesterday shopping for some curtains for my mom’s new condo and the mall was bustling with kids shopping for back to school clothes, shoes, and backpacks. When I was working in a practice, we had a middle school directly across the street from our office and kids would walk over from school for their dental appointments. Since these kids were usually not with their parents, we would write them a note to take back to school so they could receive an excused absence. For a long time, our office would photocopy the excuse notes and write the name and date of the appointment on the note. Then I got smart . . . I added a new Quick Letter so all we had to do was click on the appointment, open Quick Letters, highlight the excuse note, and click print. My team thought this was the coolest thing ever!  CLICK HERE to continue reading


4.  2014 New Year's Resolution - Credit balance clean up

Today we are going to tackle the issue of allocating payments properly on the Ledger and fixing the provider credits. In Dentrix, you can apply payments to the patient and allocate the payment to the different providers. However, most practices do not split the payments accordingly and then the patient balances and the provider A/R is not accurate. To fix the patient’s ledgers can be bit of a project, but, if this is one of your 2014 New Year’s Resolutions, here is how you do it.  CLICK HERE to continue reading

5.  2014 New Year's Resolution - Clean up you database

Is your New Year’s Resolution for 2014 to clean up your Dentrix Database? Do you find that you have duplicate insurance plans taking over your system? Do you have several unnecessary or duplicate medical alerts that have nothing to do with caring for a dental patient or you have maxed out your 64 limit and you need to find a way to create some space? My focus on the next few blog posts will be to help you straighten things out a bit.  CLICK HERE to continue reading

6.  Re-Evaluate your PPO insurance plans

The beginning of the year is usually the time where the doctor and team are getting back in the swing of things after vacations and preparing for a new year. With all of the uneasiness in the insurance world, I have had many offices looking to re-evaluate their contracts with PPO insurance companies. But, if you are using your fee schedules and billing out the PPO fee to the patient and not posting adjustments to the ledger, how do you assess the amount of your write-offs? Use the Utilization Report for Dental Insurance or The PPO Analyzer report.  CLICK HERE to continue reading

7.  Opting out of virtual credit card insurance payments

The issue of using a virtual credit card for insurance payments has not only become a frustrating situation for the dental practice, but also costs the office money they don’t need to be spending. My friend and colleague, Jennifer Schultz, who is owner of The Virtual Dental Office Manager, is also having the same issues with her offices. She recently wrote an article on the same topic, CLICK HERE to read it.  CLICK HERE to continue reading

8.  It's only an estimate so make it as accurate as possible

Are you looking for a more accurate way to accommodate the difference that the insurance company calculates for posterior composites? What about the fact that perio maintenance is in the perio category but is usually paid at 100%? Would you like to be able to give your patients a more accurate out-of-pocket estimate? If so, then using the Payment Table will make you very happy.  CLICK HERE to continue reading

9.  Treatment Plan Estimates . . . personal and efficient

When I am working with an office, I love to customize things in Dentrix to make it personal for the office and the patient experience, but I am also a stickler for efficiency. If you have read any of my blogs about using templates, you know what I am talking about. Well, the same goes for when we are printing a patient’s treatment plan estimate. I want it to be customized, but efficient for the front desk. You can create customized print options and save these options when you are generating a patient treatment plan estimate. Below is a screen shot of the print page and a description of all the options from which you have to choose.  CLICK HERE to continue reading

10. Jump start your medical billing

Last week, I wrote about how to set up medical cross-coding inside your Dentrix software. However, medical billing is not just about setting it up in Dentrix. Today, I am bringing in Christine Taxin, a medical billing and coding expert, to give you some information and resources that will help guide you through some of the insurance rules you need to know.  CLICK HERE to continue reading

Tuesday, January 13, 2015

Challenge yourself to become a Dentrix Master and get recognized on the Wall of Fame

This is your year to become the best you can be in your career.  Challenge yourself to become a Dentrix master.  Join me on the Wall of Fame as I post up your accomplishments on my blog all throughout 2015.   CLICK HERE to start your success.

Watch my video to hear all the details . . .





 Wall of Fame







CONGRATULATIONS!
You are a Dentrix Master








Tuesday, January 6, 2015

Delta EPO's and Co-Pay plans, how to setup


Lately I have been seeing a few new insurance plans creeping up in the market. In Colorado, I have seen these new “EPO” Delta Dental plans that have a patient co-pay instead of the traditional coverage %. Then, when I was in Washington recently, the office showed me a plan where the patient pays a total dollar amount on certain procedures. These plans sound similar, but the setup is slightly different.

With the “EPO” plans, I would use the co-pay feature inside of the coverage table. The reason I would use the co-pay is that there is a different patient co-pay for every procedure code. View the image below to see the fields to use for this type of setup.

 

Then I have seen other plans where the patient pays $65 for the exam, X-rays, prophy, etc., or pays $800 for a crown, but nothing else is covered. In this situation, I would use the Payment Table because there is not a co-pay on every procedure code. Remember, the Payment Table will override the Coverage Table. Set the coverage % to 0 because anything that is not listed on the benefits sheet is not covered. See the image below for the fields to use with this setup.