Insurance Verification Overview For Notes

Onboarding document explaining the purpose of calling insurance and noting it in the patient’s file. The form explains what information should be called for and…

Treatment Coordinator Daily Duties

The role of the Treatment Coordinator within a dental office is of paramount importance. Serving as a vital link between patients and the dental team,…

Next Day Review Document

Effective patient care and operational efficiency are paramount in our dental practice. By reviewing patient appointments ahead of time, team members can ensure that all…

Collecting Balances From Patients At Appointment

This document provides guidelines for effectively handling outstanding balances from dental patients, emphasizing the importance of addressing these balances correctly for both patient satisfaction and…