OM

SOPs

100

KEY WORDS /TAGS: Inclement weather, practice closure, emergency closure/delayed start/early closure, provider call off, no provider day

Temporary Office Closure

200

Dental Visit- Pre Exam & Overview, Provider Introduction & Exam,  & Checkout Overview are all the check points that lead to... 

Red Carpet Experience 

300

Dental Vacuum, Dental Air Compressor, Amalgam Separator, Medical Gas Supply Dryer Lint Trap are all apart of my   

Practice Facilities Checklist- Top 5 

400

Charge Capture, Coding, Billing, Insurance Response, Accounts Receivable are the 5 stages of

The Revenue Cycle 

500

This is part of a continuing manager level UltiPro training series that is focused on Compliance Training  to include topics such as: 

• OSHA Policies
• Stericycle
• Updating OSHA Binder
• Practice Audit expectation
• Quarterly Safety Meeting
• Tracking of Shot Records/CPR
• Patient Dismissal
• Mail Processes- Incoming Mail 

Manager Training Series- Compliance Training 

POWERBI

100

I house Dental, Vision, Ortho, and Specialty Operations 

KPI

200

My providers can access this report to see patient info to lock charts 

Unlocked Charts Report

300

I access this section of POWERBI to see my practice's EBITDA 

FINANCE 

400

What two lines of business exist under Route Sheet 

Dental & Ortho 

500

What does KPI stand for 

Key Performance Indicator

People Services

100

How often are we allowed staff outings/appreciation

Once a quarter 

200

What is the allowed time to complete new hires i9 documents 

72 HRS 

300

Describe, Express, Specify, Consequences 

DESC Model 

400

We bill it correctly is step______

4 of the Virtuous Cycle 

500

This checklist is to help you and your manager complete onboarding tasks that need to be completed within the first 10 days of employment. There may be tasks that are clinical and do not pertain to your specific job. If that is the case you simply check off that task as completed.

PSC Onboarding Checklist 

Scheduling

100

Schedule down, then across

Scheduling Best Practices

200

How soon are New Patients to be scheduled

within 48 HRS

300

Any patient with treatment will be offered

Same Day Care

400

What season is considered "AHOD" 

Back to School 

500

I am used to monitor scheduling in dual lines of business

Cross Care tracker 

RCM

100

Hi My name is Maile Christopher

Director of Revenue Cycle Management 

200

Correcting claims need to be adjusted in the Claims Window and _______ 

Charges Tab

300

After adjusting insurance on a locked claim, how does the corrected insurance reload to the claim 

Reload from PT Demographics 

400

PHI formally known as 

Protected Health Information 

500

Claim is created after? 

Completed & Locked