🧠Data Entry Basics
These two types of insurance must always be collected during the very first phone call.
What are medical and dental insurance?
These two types of appointments should not be scheduled back-to-back.
What are implant consults and implant surgeries?
This insurance order must always appear first in the insurance list.
What is the primary dental insurance policy?
What two things should have a frequency limit listed on our IVFs?
What is "Pano and CT"
This is when you would send a Thank You Letter to the referring doctors.
What is after each surgery or the biopsy report is back and the patient has been made aware of the results?
This tool should be used to attach AI-diagnosed xrays instead of saving them as JPG files.
What is the Snip It (Snipping Tool)?
These three details should be included when writing appointment notes for new patients.
What are x-rays/referral status, paperwork status, and teeth involved?
These three imaging types under United Healthcare share a frequency of once every five years.
What are FMX, PANO, and CT?
These two insurance claim details must always be verified when checking insurance.
What are the claims address and payor ID?
This is the length of time we honor the old fees for our treatment plans.
What is "90 days?"
These details should be included when writing appointment notes for new patients.
What are x-rays/referral status, paperwork status, and teeth involved?
When should a patient be scheduled as an implant consult?
What is "Only when they are coming in for the implant itself, not when they have to have teeth extracted before hand"
This information must be gathered from the back of the insurance card to select the correct plan.
What are the PO box and zip code?
These two things need to be attached to a Pre auth when submitting
What is Doctors notes and Xrays
When calculating dual insurance estimates, this number should always be used as the main reference.
What is the lowest allowable amount?
These are the steps to the Biopsy Protocol.
What is
Receive Biopsy Report, scan it under the category Biopsy with the description: sent.
Once we receive biopsy results back from the pathology lab. Scan in the report with the description: unsigned. Mark in the biopsy log. Then pull the patient’s chart and put it on the doctor’s desk.
Once the signed biopsy report is given back from the doctor, scan that into the patient's chart with the description: signed.
Once the patient has spoken with the doctor(ie:phone call or post-op appointment). Print out the Thank You Letter and a copy of the report to the referring doctors. Then mark the biopsy log. This ensures that we know the report was seen and signed by the doctor, the patient has been notified, and the letter to the DDS has gone out.
When inputting insurance info in the insurance tab, what is the 6 things that need to be inputted
What is "Guarantor, relation, ID #, Employer name, Group #, and Group name"
The difference between the guarantor in the insurance tab vs the demographic page?
What is "Insurance tab is the subscriber to the insurance plan and the demographic page guarantor is the person that brings the under age age patient to the appointment who is their legal guardian"
These four pieces of information must be added to alerts for returned authorizations.
What are the pre-auth number, approval/denial status, and expiration date?
This is the exact verbiage to use when presenting a treatment plan to a patient.
What is “This treatment plan is based on what your insurance has told us about your coverage and is only an estimate. IF YOUR INSURANCE PAYS LESS THAN ESTIMATED IT IS YOUR PATIENT PORTION AND WILL BE DUE UPON RECEIPT OF OUR STATEMENT. IF YOUR INSURANCE PAYS MORE THAN ESTIMATED WE WILL ISSUE YOU A REFUND?”