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Money Matters: Dental Edition


Money Matters: Dental Edition

This is a live virtual series presented over the course of 90 days by Bri Richardson, CDA

We will meet 6 times for one hour each via Zoom on Tuesdays at either 11:00 am CDT or 6:30 pm CST. (See below for dates)

Is your A/R too high?

Are denied and delayed claims causing headaches for you and your team?

Is your team able to accurately and effortlessly estimate copays?

Do you feel overwhelmed by the number of accounts on you’re A/R report and outstanding insurance report?

If you answered yes to any of the questions above, our course is tailor-made for you. Enroll your dentist & team members in our live virtual series to equip them with the skills they need to estimate copays, submit clean claims, manage the A/R, develop a rock-solid collection protocol that works, and get paid in full in 30 days.

The intentional structure of this series provides implementable baby steps, accountability, incentives, and unwavering support spanning 3 months.

Enroll now- only 10 seats are available per class.

CE and Certificate of Completion will be awarded at the conclusion of this series



Series Topics

1) The Money Mindset

2) Insurance Breakdowns & Estimating Accurate Copays/Coinsurances (In & Out of Network)

3) Clean Claim Preparation

4) Insurance Aging & Appeals

5) A/R Management & Rock Solid Collection Protocol

6) The Battle Plan + Live Q & A


Session Dates

1) Tuesday January 14th

2) Tuesday January 28th

3) Tuesday February 4th

4) Tuesday February 18th

5) Tuesday March 11th

6) Tuesday April 1st


Housekeeping:

1) Each team member must be at their own workstation with a working camera and microphone.

2) No late arrivals or early departures

3) You must have your camera on for the duration of the training

4) These sessions are live and interactive

5) Prizes, friendly competition, networking are included - get ready for some FUN!


Learning Objectives:

  • Accurate Copay Estimation

    • Estimate copays accurately for in-network and out-of-network patients.

    • Understand red-tape restrictions that trigger claim denials and how to screen for them.

  • Insurance Aging Management

    • Prevent claims from falling through the cracks.

    • Handle denials and appeals effectively.

  • Submitting Clean Claims

    • Apply best practices for clean claim submission.

    • Discover how to craft extraordinary dental claim narratives.

  • Rock-Solid Collection Protocol

    • Create and implement a step-by-step collection protocol.

  • Patient Billing and Account Audits

    • Master billing, account audits, and aging report reviews.

    • Develop a plan to regularly advance accounts through the collection process.

    • Utilize technology to streamline these tasks.


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