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    Document Category: Patient Management


    TitleSummaryCategoriesLinkhf:doc_categories
    Unschedule Treatment Follow Up Policy

    The “Unscheduled Treatment Follow-Up Policy” provides a structured approach for dental office staff to proactively …

    Case Presentations & Acceptance, Schedule
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    case-presentations-acceptance schedule patient-management
    Treatment Plan Follow Up Policy

    This is a policy that can be used or edited to work for your practice. …

    Case Presentations & Acceptance, Treatment Planning
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    case-presentations-acceptance treatment-planning patient-management
    Billing and Statement Policy

    Policy to outline the procedures for sending out statements, especially after insurance payments have been …

    Billing and Insurance
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    billing-and-insurance patient-management
    Patient Release Reasons and Example Letters

    In an ideal world, a dental practice would foster a lifelong relationship with every patient, …

    Patient Management
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    patient-management
    Patient Consent Form

    The Patient Consent Form is essential as it ensures that patients are fully informed about …

    Case Presentations & Acceptance
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    case-presentations-acceptance patient-management
    Calling on Outstanding Insurance

    This document is a guide for an employee that is calling on outstanding insurance claims …

    Billing and Insurance
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    billing-and-insurance patient-management
    Patient Treatment Payment Agreement Form

    This is an example of an agreement form that patients should sign when being presented …

    Billing and Insurance
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    billing-and-insurance patient-management
    Narratives Required By Insurance Companies

    The document emphasizes the significance of including narratives when submitting claims to dental insurance companies, …

    Billing and Insurance
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    billing-and-insurance patient-management
    Treatment Plan Follow Up Policy

    The document outlines a comprehensive policy for treatment plan coordinators, emphasizing the importance of thorough …

    Case Presentations & Acceptance
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    case-presentations-acceptance patient-management
    Collecting Balances From Patients At Appointment

    This document provides guidelines for effectively handling outstanding balances from dental patients, emphasizing the importance …

    Daily Duties, Financial
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    daily-duties financial front-desk-operations patient-management
    Patient Accounting Issues and Bill Collections

    The “Patient Accounting Issues and Bill Collections” document is of significant importance to a dental …

    Billing and Insurance
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    billing-and-insurance patient-management
    Patient Release Letter Example

    This document provides examples of release verbiage for letting a patient go, recognizing that not …

    Patient Management
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    patient-management

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