Dental Bookkeeping and Data Entry SOPs
Introduction |
Strategic Planning for Peak Performance, Service, and Profits
The SOPs Productivity Pyramid
Level 1: Mission and Objectives
Level 2: Teamwork
Level 3: The Service Cycle and the Nine Moments of Truth
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Building Your Own SOPs Productivity Pyramid
Step 1: Read This Book
Step 2: Prep Questions
Step 3: Get Team Support
Step 4: Supplies
Step 5: Choose a Strategy
Step 6: Use Meetings and Work Sessions to Complete Each Level of the Pyramid
Step 7: Monitor Work Progress
Step 8: Support and Appreciate Your Teams Efforts
Step 9: Assemble and Review the Final Product
Step 10: Reward Yourself and Your Teammates
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Mission Statement Questionnaire
Sample Mission Statement |
Desired Outcome Fulfills the Mission Statement |
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Standard Operating Procedures
Introduction and Instruction
Patient Account Administrator
Task Inventory: Business Department
Bookkeeping and Data Entry SOPs Project Flow Sheet
Financial Arrangements
Handling Patient Billing Questions
Patient Accounts
Insurance Carriers
Insurance Matrix
Posting Charges and Payments
Processing Refunds
Non-Sufficient Funds Notice
Referring Accounts to Collection
Pre-Determinations
Day-End Procedures
Month-End Procedures
Year-End Procedures
Patient Statements
Electronic Claims Submission
Paper Insurance Claims
Insurance Claim Follow-Up
Secondary Insurance Claims
Forms
SOPs Worksheet
Practice Advisors and Vendors
Authorization for Credit Card Automatic Deduction
Treatment Estimate
Hygiene Fee Information Sheet
Daily Deposit Recap and Cash Recap Worksheets
Petty Cash Reconciliation Log and Worksheet
As with the rest of the DENTAL SOPs LIBRARY, everything comes on either
computer disk or is digitally downloadable for ultimate customization.
