Free insurance guides
Confused 2 Confident™
A simple guide to getting out-of-network
Learn the six steps your office needs to get out-of-network.
#1 example of when discounts need to be disclosed to an insurance company
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Discover when discounts need to be disclosed and why.
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.
Coordination of benefits
- Crack the code to understanding COB rules.
- Accurately quote patients based on their policies COB.
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.
Free guides
Master The Money™
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.
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.
FSA reimbursement guide
Free guides
Dental Assistant 2 Ortho Assistant™
Clinical E-Book 101 Sneak Peek
- Here's a sneak peek at the first 3 chapters of our clinical 101 e-book.
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!
OBS OH MY
- No appliances? Still plenty to do!
- Be prepared: This could be your next start
5 traits to improve as a clinical assistant
Scanning Mistakes That Cost Time + How to Fix Them
Free guides!
Learn 2 Lead™
Top 10 questions to ask during an interview
- Always know what to ask when hiring a new employee.
How to Master the Morning Meeting
- Because when everyone’s engaged, your morning meetings become powerful, productive, and set the tone for a high-performing day.
Free guides
Secrets 2 Scheduling™
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!
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!
Free guides
Prospects 2 Patients™
5 Items To Review Before The Exam
Download for free
Our 7 Step Exam Follow-Up Protocol
Download for free
10 Items To Collect On Your New Patient Phone Call
Download for freeFree guides
Referrals 2 Raving Fans™
How to Build Your Marketing Budget
Download for free
3 Phases of Planning a Marketing Campaign
Download for free