Office Manager Training - One to One
- Training on month end preparation
- Creating pre-authorizations for patient treatment
- Accounts Receivable Management
- Accounts Payable Management
- Payroll Processes
- HR Hiring/Exiting
- Employee Records
- Set up for bookkeeper
- Employee Handbooks
- Office Manuals
- Practice Software Operations
Reception Training - One to One
- Processing Daily Transactions
- Scheduling
- Submission of Dental Insurance Claims
- Trouble shooting electronic insurance submissions
- Creating Time Management Workflow
- Telephone Verbiage
- Patient Communication Verbiage
- Collections for Patient Treatments
- Payment Policies
- Document Handling
- Management of appointment no shows and short notice cancellations
- New Patient Onboard Process
Accounts Receivable Collection
- Monitoring processes for Insurance submissions to identify issues with collections
- Working with insurance companies to resolve stalled claims
- Working with patient collections processes
- Creating payment policies and guidelines for collection process
Assessment of Recall Program
- Establishing Recall Program
- Managing and Monitoring for success
- Creating patient contact processes for phone verbiage, text/email messaging
- Identifying Inactive Patients and Revitalization
"In-depth proactive planning and execution"
“I would like to express my appreciation for Cathy Scott’s outstanding contribution to the growth of my office and team. Cathy’s understanding of every aspect of the business is remarkable. On top of the many improvements to the day-to-day operations, she also smoothly navigated acquisition and renovation projects with in-depth proactive planning and execution. Overall, her passion for accuracy and efficiency is remarkable and contagious. I’m still appreciating all the long term benefits of the structure and framework of success she built here for us.
~Dr. Ali Behmard