Unschedule Treatment Follow Up Policy

The “Unscheduled Treatment Follow-Up Policy” provides a structured approach for dental office staff to proactively engage with patients who have not yet scheduled their recommended…

Treatment Plan Follow Up Policy

This is a policy that can be used or edited to work for your practice. There should be a documented policy as to how you…

Billing and Statement Policy

Policy to outline the procedures for sending out statements, especially after insurance payments have been posted, in a manner that is both timely and organized.

Patient Consent Form

The Patient Consent Form is essential as it ensures that patients are fully informed about the proposed dental treatment, including potential risks, benefits, and alternative…

Calling on Outstanding Insurance

This document is a guide for an employee that is calling on outstanding insurance claims to get the status from the insurance company. This is…

Narratives Required By Insurance Companies

The document emphasizes the significance of including narratives when submitting claims to dental insurance companies, particularly for larger procedures. By providing comprehensive documentation upfront, including…

Treatment Plan Follow Up Policy

The document outlines a comprehensive policy for treatment plan coordinators, emphasizing the importance of thorough note-taking, follow-up actions, managerial oversight, and consistent communication with patients…

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…