Dental Office Management Program Modules


 

Unit 1 - Introduction

  • What is Online Learning

Unit 2 - Goals, Performance and Attitude

  • Your Goals
  • Your Performance and Attitude
  • Policies and Management Philosophy

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Unit 3 - Privacy Guidelines and What is Allowed

  • Privacy Guidelines
  • Fraud
  • What is Allowed
  • How Long Should I Retain Patient Records
  • Why Is It Important?
  • What Should Be Kept In A Patient's Records
  • HIPAA Rules for Records
  • Other Records
  • Release of Records Form
  • Release of Patient Letter

Unit 4 - Clinical Considerations

  • Terminology
  • Anatomy Clips
  • Tooth Numbering Systems
  • Tooth Surfaces
  • Tooth Eruption Charts
  • Charting
  • Specialists
  • Treatment Planning

Unit 5 - Records

  • Patient Clinical Records
  • Progress Note
  • Maintaining Clincial Records
  • Filing Methods
  • Types of Records
  • Filing Supplies
  • Safeguarding Records
  • Retention of Records
  • Transferring Records

Unit 6 - Communication

  • Interpersonal Communication
  • When Patients Challenge YOU
  • Nonverbal verses Verbal
  • Improving Communication
  • Delivering Information
  • Listening to Your Patients
  • Problem Solving Techniques
  • Providing Outstanding Customer Service 
  • Personal Calls
  • Communication Skills
  • What's Your Favorite Work Style
  • Self Esteem
  • Communication with Patients
  • Patient Arriving on the Wrong Day
  • Handling Angry Patients

Unit 7 - Correspondence

  • Secretarial Skills
    • Naming and Saving Your Document
    • Spell Check
    • Format Your Document
    • Organization and Finding Your Documents
    • Alpha and Numeral
  • Writing a Letter
  • Stationery
  • Types of Correspondence
  • Mail

Unit 8 - Telephone Etiquette

  • All the Office's a Stage
  • Telephone Techniques
  • Telephone Communication
  • Hold Please
  • Telephone Etiquette
  • Telephone Etiquette for a New Patient

Unit 9 - Your Responsibility and Daily Tasks 

  • Your Responsibility
  • Daily Tasks
  • Morning Meetings
  • Display Appointment Schedules
  • Follow-up Calls
  • Patient Charts at End of Treatment
  • Print Next Day's Schedule and Confirm Appointments
  • Pulling Patient Charts
  • Daily Schedule Check List
  • Slow Period Check List

Unit 10 - Working as a Team and Types of Dentists

  • Working as a Team
  • Types of Dentists
  • Team Members

Unit 11 - Insurance (Great for someone new to the front office)

  • Insurance Terminology
  • Types of Insurance
  • Dual Insurance
  • PPO Fee Schedules
  • Coverage
  • Insurance Claims
  • How to File Claims
  • Completing a Claim Form
  • Tracking Claims Manually
  • Payments
  • Fraud
  • Common Communication Problems
  • Medical Insurance
  • Medical Codes for Dental Services
  • Canadian Insurance

Unit 12 - Appointment Control and Scheduling

  • Introduction
  • Production Goals
  • Appointment Book
  • Special Scheduling
  • Problem Solving
  • Confirmation Calls
  • Appointment Scheduling Tips

Unit 13 - Recall Systems

  • Types of Recall
  • How to Recall Patients

Unit 14 - Forms

  • Procedure and Time Template
  • New Patient Information Check List
  • Financial Policy
  • Emergency Retention Letter
  • No Show Letter

Unit 15 - Referrals

  • Who Refers Patients to the Practice?
  • How to Increase Your Referrals

Unit 16 - Payments and Treatment Acceptance

  • Treatment Acceptance
  • De-briefing is Key!
  • Financial Plan
  • Patient Payments
  • Scripts
  • Payment Options
  • Collection Letter
  • Checking Accounts
  • Patient Follow Through
  • Handling Non-committal
  • Statements

Unit 17 - Financial Arrangements

  • Financial Arrangements
  • Payment in Full
  • Billing Insurance
  • Payment Arrangements
  • Credit Cards

Unit 18 - Accounts Receivable

  • Method of Accounting
  • Internal Controls
  • Adjustments
  • Daily Deposits
  • Audit Trail
  • Monthly Statements
  • Aging Report
  • Debt Collection
  • Collection Calls
  • Letters
    • Return Check
    • Non-Sufficient Funds
    • Credit Bureau Reporting
    • Overdue
    • Collection
  • Small Claims Court

Unit 19 - Accounts Payable

  • Overhead
  • Writing Checks
  • Reconciling a Bank Statement
  • Petty Cash
  • Payroll
  • Payroll Deductions
  • Retaining Records

Unit 20 - Inventory Control

  • When to Reorder
  • Guidelines to Order
  • Types of Supplies

Unit 21 - Dress Code

Unit 22 - Resume and Interview

Unit 23 - Managing with a Purpose

  • Mission and Vision Statements
  • Creating a Vision Statement
  • Core Values
  • Writing a Mission Statement
  • Job Description Exercise
  • Job Writing
  • Legal and Fair Interviews
  • The Interview
  • Interview Questions
  • Candidate Evaluation Form
  • The New Team Member
  • Orientation
  • Orientation Checklist Agreement
  • Empowering Team Members
  • Continuous Learning
  • Performance of a Successful Manager
  • Motivation
  • Management Process
  • Praise and Feedback
  • Evaluations and Timing
  • Building a Team with Purpose
  • Have a Vision
  • Commitment
  • The WOW Effect
  • Providing a Service
  • Role Playing
  • Ethical Concerns

Ebooks
Final

EBOOKS


            
                     

All of the above ebooks are included in the Dental Office Management Program.
They may be saved on your computer and printed out for your use.