Dental Bookkeeping and Data Entry SOPs In this section you'll find SOPs addressing
common Bookkeeping and Data Entry task such as:
-Processing refunds
-Pre-determinations
-Month-end procedures
At 113 pages, this section is an excellent
guide for improving your critical accounts recievable, accounts payable and
insurance billing systems. Standardizing these tasks will increase staff
effeciency and improve your bottom line. All the SOPs are easily customizable
(in Microsoft Word) to meet the unique needs of your practice.
With recently incoporated Strategic Planning material, this section now includes
the information you need to 'SOPify' your accounting and insurance processes and
see the effectiveness of Standard Operating Procedures in action in your office,
with your staff.
Bookkeeping and Data Entry includes: 24 SOPS, 7 forms and 1 performance
agreement in a three-ring binder with the complete text on CD as editable
Microsoft Word files.
Chapter One
Strategic Planning for Peak Performance, Service, and Profits
The SOPs Productivity Pyramid
Level 1: Mission and Objectives
Level 2: Teamwork
Level 3: The Service Cycle and the Nine Moments of Truth
Chapter Two
Building Your Own SOPs Productivity Pyramid
Step 1: Read This Book
Step 2: Prep Questions
Step 3: Get Team Support
Step 4: Supplies
Step 5: Choose a Strategy
Step 6: Use Meetings and Work Sessions to Complete Each Level of the Pyramid
Step 7: Monitor Work Progress
Step 8: Support and Appreciate Your Teams Efforts
Step 9: Assemble and Review the Final Product
Step 10: Reward Yourself and Your Teammates
Chapter Three
A SOP for SOP-Building
Standard Operating Procedure for Creating Your Own SOPs Manual
Getting Started
Session One: Present the Project to the Team
Session Two: Mission Statement and Objectives
Session Three: Teamwork
Session Four: Analyzing Your Service Cycle�The "Nine Moments of Truth"
Session Five: Divide and Conquer
Session Six: A SOPs Workshop
How to Write a SOP
Sample SOP Swap Label
SOPs Checklist
Session Seven: Another SOPs Workshop
Session Eight: Assembling Your Procedures Manual
Session Nine: Celebrate!
Mission Statement
Mission Statement Questionnaire
Sample Mission Statement
Desired Outcome Fulfills the Mission Statement
Performance Agreements
Introduction and Instruction
Patient Account Administrator
Task Inventory: Business Department
Standard Operating Procedures
Bookkeeping and Data Entry SOPs Project Flow Sheet
Financial Arrangements
Handling Patient Billing Questions
Data Entry
Patient Accounts
Insurance Carriers
Insurance Matrix
Posting Charges and Payments
Processing Refunds
Non-Sufficient Funds Notice
Referring Accounts to Collection
Pre-Determinations
Day-End Procedures
Month-End Procedures
Year-End Procedures
Patient Statements
Electronic Claims Submission
Paper Insurance Claims
Insurance Claim Follow-Up
Secondary Insurance Claims
Forms
SOPs Worksheet
Practice Advisors and Vendors
Authorization for Credit Card Automatic Deduction
Treatment Estimate
Hygiene Fee Information Sheet
Daily Deposit Recap and Cash Recap Worksheets
Petty Cash Reconciliation Log and Worksheet
As with the rest of the DENTAL SOPs Products, everything comes on either
computer disk or is digitally downloadable for ultimate customization. Make your
selection in the pull down menu below.
For the hard copy we provide a 30 day money back guarantee if you are not
completely satisfied with the product. Unfortunately, we are unable to
offer a refund for the digital download of this product because of the editor's
policy. We will, however, resolve any issues arising from technical
difficulties of the download process. Because of this restriction, we strongly
recommend that, before ordering the downloadable version you review all of the
information regarding this product.
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