
Tier 1
Outstanding Insurance
Focused on collecting money from insurance companies
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Work to receive all outstanding insurance claims
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Submit all claims. This includes writing narratives, sending attachments and images, etc.
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Post payments both from checks and EFTs
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Appeal denied claims and follow through to closure
PLUS: 2-hours of best-practice training for the full office on:
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Writing Chart Notes
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Gathering Needed Evidence
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Treatment Planning
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Proper Perio Charting
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Insurance Specific Guidelines
Tier 2
Accounts Receivable
Focused on collecting money from insurance companies + patients
Includes everything in Tier 1, plus:
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Sending texts, emails, phone calls to collect
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Mailing statements as needed to patients
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Marking patient balances to be sent to collections
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Dedicated account manager to answer any questions related to treatment planning, collections, etc.
PLUS: Unlimited hours of in-depth training for the full office

Empower your team with our customized training sessions! We tackle common challenges in your practice, teach Open Dental features that save time and money, show you how to uncover hidden revenue from existing services, and help your staff master insurance processes — and so much more.
30 Minute
Paid Coaching/Training
1 Hour
of Paid Coaching/Training

