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Dental Bookkeeping and Data Entry SOPs


In this section you'll find SOPs addressing common Bookkeeping and Data Entry task such as:

-Processing refunds
-Month-end procedures

At 113 pages, this section is an excellent guide for improving your critical accounts recievable, accounts payable and insurance billing systems. Standardizing these tasks will increase staff effeciency and improve your bottom line. All the SOPs are easily customizable (in Microsoft Word) to meet the unique needs of your practice.

With recently incoporated Strategic Planning material, this section now includes the information you need to 'SOPify' your accounting and insurance processes and see the effectiveness of Standard Operating Procedures in action in your office, with your staff.

Bookkeeping and Data Entry includes: 24 SOPS, 7 forms and 1 performance agreement in a three-ring binder with the complete text on CD as editable Microsoft Word files.

Chapter One

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

Chapter Two

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

Chapter Three

A SOP for SOP-Building
Standard Operating Procedure for Creating Your Own SOPs Manual
Getting Started
Session One: Present the Project to the Team
Session Two: Mission Statement and Objectives
Session Three: Teamwork
Session Four: Analyzing Your Service Cycle�The "Nine Moments of Truth"
Session Five: Divide and Conquer
Session Six: A SOPs Workshop
How to Write a SOP
Sample SOP Swap Label
SOPs Checklist
Session Seven: Another SOPs Workshop
Session Eight: Assembling Your Procedures Manual
Session Nine: Celebrate!

Mission Statement

Mission Statement Questionnaire
Sample Mission Statement
Desired Outcome Fulfills the Mission Statement

Performance Agreements

Introduction and Instruction
Patient Account Administrator
Task Inventory: Business Department

Standard Operating Procedures

Bookkeeping and Data Entry SOPs Project Flow Sheet
Financial Arrangements
Handling Patient Billing Questions
Data Entry
Patient Accounts
Insurance Carriers
Insurance Matrix
Posting Charges and Payments
Processing Refunds
Non-Sufficient Funds Notice
Referring Accounts to Collection
Day-End Procedures
Month-End Procedures
Year-End Procedures
Patient Statements
Electronic Claims Submission
Paper Insurance Claims
Insurance Claim Follow-Up
Secondary Insurance Claims


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 Products, everything comes on either computer disk or is digitally downloadable for ultimate customization. Make your selection in the pull down menu below. 

For the hard copy we provide a 30 day money back guarantee if you are not completely satisfied with the product.  Unfortunately, we are unable to offer a refund for the digital download of this product because of the editor's policy. We will, however,  resolve any issues arising from technical difficulties of the download process. Because of this restriction, we strongly recommend that, before ordering the downloadable version you review all of the information regarding this product.

Dental Bookkeeping and Data Entry SOPs

SKU DEN-book

$90.00 $80.00 On Sale!

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