Accounts
Sunbit/pmnt plan
Office Info
Insurances
Other info
100

Patient has a balance on there account. All claims are orange. Do you collect balance?

Yes, only hold if there is a red claim but still let pt know there is a small balance if you see a red but let them know we are working on it. 

100

Payment options that let patients pay over time

Sunbit, care credit. 

100

How do you send xrays? 

Import and export them from dexis or screen shot and email to patient or allowed authorized pt/office personnel 

100

Why is a fee schedule important? 

It determines what patients fees and cost are? 

100

When presenting tx. What is something we always tell the patients?

THIS IS AN ESTIMATE- SUBJECT TO CHANGE 

200

Big appointments require what?

Deposits and confirmations. 

200

Patient ask if checking there estimate will effect there credit score? What is this inquiry called, and will they it effect there credit if they check? 

Soft inquiry check- does not effect credit to check the estimates. Final contract will be used as a standard credit card

200

Patients is 26 mom calls in to ask when patients appointment is so she can coordinate it with when her is. Is that okay? What do you do? 

No, patients that are over the age of 18 have the right to not share information. You must ask patient first if that is okay before discussing such information and make sure you get a written or verbal consent from them and document that encounter.

200

What is the proper billing for an standard implant?

D6010-implant

D6056- abutment 

D6058- implant supported crown 

200

Where is the deposit slip located?

And how do you write one?

Nat's side, second drawer. 

date, last 4 digits of check, amount matching check, add total, and initail. give to Bill. 

300

How do you determine prices when it comes to insurance quotes and fees?

FEE SCHEULE *MOST IMPORTANT THING TO GET AT BREAKDOWNS*

300

Does everyone qualify for either sunbit or care credit?

No- it is all dependent on patients credit, or status. 

300

Patient is 23, dad of pt is the main subscriber of patients insurance and wants to go over claims. Is that okay?

Yes, typically patients under 26 can still be under parents insurance so on there np pw when they put there parents as primary subscriber, allowing us to be able to discuss that information with them without violating any hippa/osha. 

300
What is a missing tooth clause? 

insurance decides if they cover or do not cover missing teeth prior to being insured. 

300

What should you screen be on in the back office? 

 Before sending any documents what are you doing? 

HIPPA compliant

 Double checking names and accurate information/ contact info. 

400

Patient is feeling uneasy about balances, what can you do?

Bild rapport, simplify things, let them knkow there are options!!! 

400

Patient has an i tin for sunbit can they still qualify? 

Yes, email needs to be sent to verification @sunbit.com with a picture of there full itin document and there id then call sunbit and they will let us know if they were approved or not. 

400

Patient is upset about account balance that you do not understand. What do you do?

Let patient know that you understand there frustration and that you are noting everything down in there account but your billing specialist/managers are not in but they will contact them as soon as possible! De escalate 

400

Whats the Birthday rule when it comes to insurance coordination? 

  • Month and Day: The parent whose birthday (month and day, ignoring the birth year) falls earlier in the calendar year provides the primary dental insurance.
  • Later Date: The parent whose birthday falls later in the calendar year provides the secondary dental insurance.
400

Fire alarm goes off, what do you do?

Gather all the patients and walk them safely out. Call Bill? 
500

Show me you understand an account- karla/nat pick the account and have each emp explain what they see

 I want to see a proper walk out, claim submission and balance collected. 

Watch what they do.

500

What 6 things does patient need to have in order to follow through with sunbit?

Driver license, debit card, ss#, email and phone number, deposit 

SS # will be asked at closing as well

500

What it the difference between a fixed appliance vs a snap in or removable? 

Fixed in non removable vs removable. 

500

Are we in network with all insurances? 

Do out of network benefits work here in our office? 

No we are not, but we are contrcted with most PPO insurance. 

Yes, you will always have to ask if OONW benefits can be sent here or if they go to patient. 

500

Show me how to send a prescription using dose spot

- show on test 

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