IAPLUS ACADEMY

Dental Insurance Training Course

The Dental Insurance for Financial Coordinator Course is a self-paced online course

Module 1: Introduction

Introduction

Module 2: Goals, Performance and Attitude
  • Your Goals
  • Policies and Management Philosophy
Module 3: Privacy Guidelines and What is Allowed
  • Fraud
  • Retain Patient Records
  • Business and Human Resource Records
  • Release of Patient
Module 4: Clinical Considerations
  • Terminology
  • Anatomy
  • Tooth Numbering Systems
  • Tooth Surfaces
  • Charting
  • Specialists
  • Treatment Planning
Module 5: Records
  • Clinical Records
  • Progress Notes
  • Maintaining Records
  • Filing Methods
  • Types of Records
  • Filing Supplies
  • Safeguarding Records
  • Retention of Records
  • Transferring Records
Module 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
  • Communication Skills
  • Communication with Patients
  • Patient Arriving on the Wrong Day
  • Handling Angry Patients
Module 7: Correspondence
  • Secretarial Skills
  • Writing a Letter
  • Stationery
  • Types of Coorespondence
  • Mail
Module 8: Telephone Etiquette
  • Telephone Techniques
  • Telephone Communication
  • Telephone Etiquette
  • Telephone Etiquette for a New Patient
Module 9: Your Responsibility and Daily Tasks
  • Morning Meetings/Huddles
  • Appointment Schedules
  • Follow-up Calls
  • Patient Charts at End of Treatment
  • Next Day’s Schedule and Confirmation
  • Daily Schedule Check List
  • Slow Period Check List
Module 10: Working as a Team and Types of Dentists
Module 11: Appointment Control and Scheduling
  • Production Goals
  • Appointment Book
  • Special Scheduling
  • Problem Solving
  • Confirmation Calls
  • Appointment Scheduling Tips
Module 12: Recall Systems
  • Types of Recall
  • How to Recall Patients
Module 13: Forms
  • New Patient Information Check List
  • Financial Policy
  • Emergency Retention Letter
  • No Show Letter
Module 14: Referrals
Module 15: Payments and Treatment Acceptance
  • Debriefing
  • Financial Plan
  • Patient Payments
  • Scripts
  • Payment Options
  • Collection Letter
  • Checking Accounts
  • Patient Follow Through
  • Handling Non-committal
  • Statements
Module 16: Financial Arrangements
Module 17: 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
Module 18: Accounts Payable
  • Overhead
  • Writing Checks
  • Reconciling a Bank Statement
  • Petty Cash
  • Payroll and Deductions
  • Retaining Records
Module 19: Inventory Control
Module 20: Dress Code
Module 21: Resume and Interview
Module 22: Managing with a Purpose
  • Mission and Vision Statements
  • How to Create a Vision Statement
  • How to Write a Mission Statement
  • Core Values
  • Job Description
  • Job Writing
  • Legal and Fair Interviews
  • The Interview
  • Interview Questions
  • Candidate Evaluation Form
  • The New Team Member
  • Orientation
  • Orientation Checklist
  • Agreement
  • Empowering Team Members
  • Building a Team with Purpose
  • The WOW Effect
  • Role Playing
  • Ethical Concerns
Karen

Karen Mouton

Instructor

Karen Mouton started her career in dentistry in 1983 as a dental assistant. Within 2 years, she was floating between the front and back office. She excelled at managing the office’s recall system and perfecting it. Learning the ropes of verifying the patient’s insurance verification came next. It wasn’t long before helping patients understand their treatment options and uncovering all the ‘fine print’ details of their dental coverage became Karen’s passion. She started working for a 3rd party insurance verification service in the early 90”s long before this was a popular alternative for dental practices. Karen has spent more than 25 years uncovering all the particulars of employer group and individual dental policies. Her motto is one confirmation is never sufficient, regardless of where it comes from. Comparing various sources of information from faxbacks, carrier websites, dental handbooks, verbal confirmations and insurance contracts is the only way to avoid unexpected insurance surprises and ensure accurate benefits are being quoted to patients.

Karen regularly attends dental conventions, coordinates annual events so her clients can be exposed to national speakers in the industry, and is a member of the IAPlus Academy board of directors.

Students taking this course consist of

Dentists, front office management staff, financial coordinators, and those new to the dental field.

This course will guide you in accurate and efficient claim filing methods, treatment planning, ways to educate patients on their insurance coverage, as well as implementing financial policies and office-wide protocols which will increase overall production of the dental practice. An overview of different types of policies, coding, alternative benefits and managing patient treatment is discussed as well.

All course material is provided. Questions may be asked from our instructors via email, telephone or our forum.

This self-paced training is offered in the Diploma Program as a 4-week course and for CE credit, upon passing, of 10 hours for dental professionals satisfying continuing education requirements for licensure. Regardless of how much time is spent on the course, no more than 10 CE credits will be extended. However, you may choose to access the material for study or review during the entire 4-week duration of the online course. Revised 2019

Continuous support will be provided to each of our students after the completion of their course at no additional fee.

Please take the time to review the course modules below or let us help in making the right decision by calling 888.822.0917 or email our us at info@iaplusacademy.com.

Grading Policy

Overall assessment for this course is based on quizzes, exercises and the final test.

Our refund and cancellation policies: Once you have been provided access to an online course, there are no refunds.
If you feel that another course is more suitable and you have not begun your course of study we will be pleased to
accommodate you.

What Are CE Credits?

Continuing education units, or CEUs, are awarded by many education and training providers to signify successful completion of non-credit programs and courses intended to improve the knowledge and skills of working adults.

Why IAPlus Academy?

IAPlus Academy offers affordable self paced courses to achieve the certifcates and continue educations credits you deserve. Our system makes the educational proccess super simple while saving you time and money.

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