Insurance & Patient Financials (Retiring course 5/31/23)

Laura Nelson · September 14, 2021

**this course has been merged into other courses and as of 5/31/23 this course will no longer be available as it is here. If you are wanting to complete – make sure to finish by 5/31/23

- Insurance Basics
  - How Dental Codes Work (8:26)
  - Insurance Terms (7:16)
  - Benefit Breakdown Form
  - Answering Dental PPO Questions (6:19)
  - Understanding Insurance Claims (7:40)
  - Selecting Correct Insurance Information for Patient (6:42)
  - Understanding Employer vs Insurance Company
  - Calculating Dental Insurance Benefits (8:40)
  - Filing Insurance Claims (7:15)
- What Does a Financial Coordinator Do
  - Responsibilities of the Financial Coordinator (5:07)
  - Duties of the Financial Coordinator (7:13)
  - Purpose of the Financial Insurance Position(7:44)
- Payments and Submitting to Insurance
  - Steps for Entering Insurance Payments (8:29)
  - Entering Insurance Checks (7:26)
  - Fee Schedule versus Coverage Book (8:44)
  - Matching the Correct Patient with the Correct EOB/Payment (4:43)
  - Sending Narratives and Additional Information (7:12)
  - Insurance Narratives versus Appeals (7:03)
- Claim Management
  - Outstanding Insurance Claims
  - Calling on Insurance Claims using Notes (7:25)
  - How to Avoid Outstanding Insurance Claims (9:41)
  - Communicating with Patients about Insurance and Financial Obligations (12:25)
  - Looking Ahead to Avoid Insurance Issues (11:29)
- The Patient Side of Insurance Management
  - Being Prepared to Collect a Patient Balance (3:56)
  - Balancing Patient Accounts (9:11)
  - Figuring Out Patient Balances – Patient Did Not Pay Last Time (6:50)
  - Account Balances – The Importance of Notes (7:55)
  - Breaking Down the Patient’s Account (12:12)
  - Family Account Billing Issues (6:08)
  - Handling Patient Balances Effectively (7:20)
  - Explaining a Balance to a Patient (10:04)
  - Handling and Discussing Account Balances
  - Insurance Renewal (6:24)
- Tips, Tricks, and Helpful Hints
  - Top 5 Dental Insurance Questions Webinar
  - Important Tips for Entering Insurance Checks (11:16)
  - Tips to Get Insurance Claims Paid (7:12)

Insurance & Patient Financials (Retiring course 5/31/23)

Course Information