Your confirmation system should be tailored to each type of patient and have a personal touch.  Auto-Pilot: Do not put confirmation on auto-pilot. Services such as Lighthouse are useful when used smartly but, when you put confirmation on auto-pilot, front desk can sometimes abandon responsibility for the schedule because, “Lighthouse is handling it”. Customize: Find out from patients if they prefer to be contacted by text, phone call or email. Ideally what time of the day they prefer to be called is noted in the patient’s chart. These days, except for older patients, most prefer texts. Education: For all the wonderful...

It is OK to remind patients to leave reviews and to create and share a review link according to Google’s current on-line policy. Many practices now use an outside vendor to generate reviews from their patents such as: www.bestlocalreviews.com www.fivestarreviewsystem.com www.socialreviewwizard.com www.podium.com When having to deal with a negstive review this Forbes Magazine article is worth a read How Doctors Should Respond To Negative Online Reviews

Overdue hygieneProcedures Not on a ClaimAging Reports (run without the credit balances) Production by providerCollections reportAccounts receivableInsurance aging Adjustment Procedure Day Sheet The insurance aging report should be worked daily. Review the End of Day Adjustment reports for: a) patient refunds, b) no cash payments, and c) non-approved adjustments and write-offs. Depending on the practice, too many refunds and too little cash could be red flags. Make sure your deposit slip matches the cash and checks for the day.   Kevin Tighe, Cambridge Dental Consultants, Senior Consultant, got bitten hard by the business and marketing bug during long summer days working at...

Tips: 1. Deposit slips should be done daily even if you do not make daily deposit.  2. Keep a copy of day sheet, deposit slip, credit card and patient financing summary for each day. Use to reconcile monthly bank statement. 3. Patient finance companies, like Care Credit, take their fees before depositing. You can add back in the charges to reconcile or ask the company not to take their fees from the deposits. 4. EFTs: Check daily first thing in the morning and nter into PMS. Consider creating a separate bank account for EFTs. Doing so makes reconciling your monthly bank...