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MONTH:1st15th15th
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Collection letter 90-120 daysFollow up on unpaid claims
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Prep/submit accounts for collectionCollection calls for patient balances 60-90
4
WEEK 1Process refund requests
5
Mail statements A-F
Run credit balance report (call to schedule or refund)
6
Call in repair requests
Post Comp. Dent. Fin. Payment to pt accounts
7
8
DAILYMonTueWedThuFriSat
9
Creates insurance claims
10
Complete Chart Audit before Creating the Claim
11
Submit addtnl info requested for insurance/ pre-est
12
Verify New Patient Routing Sheet
13
Verify ins. for when insurance team is not available
14
Discuss Financial Arragemnets with Patients
15
Checkout Patients with Signed Treatment Plans
16
Call patients needing follow up for treatment
17
Count & log petty cash, Balance deposit
18
Run credit cards for monthly payments
19
Chart prep for huddle, fill out checklist
20
Open mail and distribute to approiate parties
21
WEEK 2Process refund requests
22
Mail statements G-L
Run credit balance report (call to schedule or refund)
23
Call in repair requests
Post Comp. Dent. Fin. Payment to pt accounts
24
25
DAILYMonTueWedThuFriSat
26
Create insurance claims
27
Complete Chart Audits
28
Submit addtnl info requested for insurance/pre-est
29
Verify New Patient Routing Sheet
30
Verify ins. for when insurance team is not available
31
Discuss Financial Arragemnets with Patients
32
Checkout Patients with Signed Treatment Plans
33
Call patients needing follow up for treatment
34
Count & log petty cash, Balance deposit
35
Run credit cards for monthly payments
36
Chart prep for huddle, fill out checklist
37
Open mail and distribute to approiate parties
38
WEEK 3Process refund requests
39
Mail statements M-R
Run credit balance report (call to schedule or refund)
40
Call in repair requests
Post Comp. Dent. Fin. Payment to pt accounts
41
42
DAILYMonTueWedThuFriSat
43
Create insurance claims
44
Complete Chart Audits
45
Submit addtnl info requested for insurance/pre-est
46
Verify New Patient Routing Sheet
47
Verify ins. for when insurance team is not available
48
Discuss Financial Arragemnets with Patients
49
Checkout Patients with Signed Treatment Plans
50
Call patients needing follow up for treatment
51
Count & log petty cash, Balance deposit
52
Run credit cards for monthly payments
53
Chart prep for huddle, fill out checklist
54
Open mail and distribute to approiate parties
55
WEEK 4Process refund requests
56
Mail statements S-Z
Run credit balance report (call to schedule or refund)
57
Call in repair requests
Post Comp. Dent. Fin. Payment to pt accounts
58
59
DAILYMonTueWedThuFriSat
60
Create insurance claims
61
Complete Chart Audits
62
Submit addtnl info requested by insurance/pre-est
63
Verify New Patient Routing Sheet
64
Verify ins. for when insurance team is not available
65
Discuss Financial Arragemnets with Patients
66
Check Out Patients
67
Call patients needing follow up for treatment
68
Count & log petty cash, Balance deposit
69
Run credit cards for monthly payments
70
Chart prep for huddle, fill out checklist
71
Open mail and distribute to approiate parties