A | B | C | D | E | F | G | H | I | J | K | L | M | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | MONTH: | 1st | 15th | 15th | |||||||||
2 | Collection letter 90-120 days | Follow up on unpaid claims | |||||||||||
3 | Prep/submit accounts for collection | Collection calls for patient balances 60-90 | |||||||||||
4 | WEEK 1 | Process 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 | DAILY | Mon | Tue | Wed | Thu | Fri | Sat | ||||||
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 2 | Process 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 | DAILY | Mon | Tue | Wed | Thu | Fri | Sat | ||||||
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 3 | Process 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 | DAILY | Mon | Tue | Wed | Thu | Fri | Sat | ||||||
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 4 | Process 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 | DAILY | Mon | Tue | Wed | Thu | Fri | Sat | ||||||
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 |