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    The importance of the end-of-day report

    As a business owner, you should be aware of your transactions and adjustments on a daily basis. This means asking for and reading the end-of-day report. Not only are you evaluating reports for anomalies, but also assessing their accuracy.

    I can’t tell you how many dentists I speak with after lectures who confide that they don’t know how to run their reports or where to even start. The first few times I heard this I was shocked, but after years of hearing this I can empathize. These doctors are not alone. Often when software is chosen it is evaluated on the merits of radiograph integration, clinical record-keeping abilities and scheduling capabilities. I can’t expect a dentist to evaluate a software on financial capabilities if this is a topic that is new and often murky.

    More on reports: How to streamline the insurance aging report

    The battle cry of electronic health records is not only interoperability (accessing information over different platforms) but also recognition of reporting tools. Perhaps it’s not highly studied or called out in articles, but it becomes very evident when you are the end user. The end-of-day reports can be kept to a minimum but still give you enough information to make tactical decisions. The manager and doctor should review these reports on a daily basis:

    Procedure report: Check for accuracy with an eye for procedures that were scheduled but not completed. Why not? Are there procedures listed that were unexpected? Perhaps a revisiting of treatment plan and scheduling protocol is needed.

    Adjustments report: Scrutinize these especially the insurance write-off amounts. Are the categories very vague? Thousands of dollars categorized as “miscellaneous” is not indicative of much except that the stock adjustments were never customized.

    Deposit slip: The money. Enough said! Actually not – you are looking at this side by side with your procedure report. For every restorative or surgical hygiene appointment you should see a corresponding payment amount. This shows that you are collecting copayments at time of service and not waiting patiently for the patient payment. This is my least favorite tongue twister.

    More from Teresa Duncan: Why insurance coordinators need to be flexible in today's dental world

    Needed patient contact*: Are there any new patients that need to be called/thanked? What about patients who had difficult procedures? Some offices have a rule that anyone that received an injection receives a follow up call/text/email. Do you call scheduled new patients a day or two before their appointment to welcome them? *this is often manually kept/recorded by team members

    Continue to page two for more...


    Teresa Duncan, MS, FADIA, FAADOM
    Teresa Duncan, MS, FADIA, FAADOM is an international speaker who focuses on revenue, dental insurance & management issues. She is a ...


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