Download a free guide — or TWO!

Check out all kinds of free information on everything from insurance to scheduling. No strings attached!

Free insurance guides

Confused 2 Confident™

Free Guides

A simple guide to getting out-of-network

  • Learn the six steps your office needs to get out-of-network.

Download for free
Free Guides

#1 example of when discounts need to be disclosed to an insurance company

  • Discover when discounts need to be disclosed and why.

Download for free
Free Guides

5 steps for successful work in progress billing

  • Eliminate confusion by knowing what you need to submit.
  • Get paid faster by providing the right documentation the first time.
Download for free
Free Guides

Coordination of benefits

  • Crack the code to understanding COB rules.
  • Accurately quote patients based on their policies COB.
Download for free
Free Guides

Orthodontic insurance e-book sneak peek

Our 22-page insurance ebook is everything your insurance coordinator needs to learn the basics of their position. Download this sneak peek of the first 10 pages!

  • Learn the basics to cover all the foreign insurance lingo.
  • Insurance decoded to understand insurance billing, EOBs, and follow ups.
  • Get expert advice to avoid the inevitable insurance obstacles that can delay payments.
Download for free

Free guides

Master The Money™

Free Guides

Past due protocol

  • Easily create a system for declined payments and past due accounts.
  • Use our protocol for sending notifications — we tell you what to send and when to send it.
Download for free
Free Guides

Patient transfer calculation guide

  • Eliminate confusion by having a set formula for calculating patient accounts.
  • Learn the two ways we calculate balances for patient transfers.
Download for free

Free guides

Dental Assistant 2 Ortho Assistant™

Free Guides

8 items to check off before calling your doctor over!

  • Efficiency is key! Keep that clinical running smooth!
  • Cover all angles. Not every appointment is the same!
Download for free
Free Guides

OBS OH MY

  • No appliances? Still plenty to do!
  • Be prepared: This could be your next start
Download for free

Free guides!

Learn 2 Lead™

Free Guides

Top 10 questions to ask during an interview

  • Always know what to ask when hiring a new employee.
Download for free
Free Guides

Top reports to track for your team

  • Break down each position's top reports to run.
Download for free

Free guides

Secrets 2 Scheduling™

Free Guides

It's all about wording when scheduling

  • Don't know what to say? We got you.
  • Five do's / don'ts to help you out!
Download for free
Free Guides

3 ways to fill your morning appts

  • Set expectations! This is super important so the patients and their families know what to expect whenever they schedule appointments!
Download for free