Dental A Team with Kiera Dent
Dental A Team with Kiera Dent
Dentists, this is your playbook for building a practice that THRIVES rather than just survives! If you're ready to scale, streamline, or simply want to lead like a CEO, we're here to support you with our strategies.
Dental A Team

196: Insurance Verification: Asterisk Power!

196: Insurance Verification: Asterisk Power!

6/11/2020 1:58:24 PM   |   Comments: 0   |   Views: 29

The week of step-by-steps with Kiera continues! Today is about insurance verification — not sexy, but necessary. It’s important to check to make sure your patients are still active with their insurance companies. Below are a few tips to help you out:

        
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    Create insurance view to cluster groups together

        
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    A pro tip for calling: Transfer to the next available agent instead of hanging up

        
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    After verifying, visualize it on the screen — use an asterisk!

        
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    Change the appointment color based on when you can next schedule the patient

        
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    Know which appointments you need to verify for the next day

        
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    Check the boxes!

        

For any questions or want of forms that Kiera mentioned, including a sample insurance verification form or helpful vocabulary, email hello@thedentalateam.com 

 

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Email: sally@farranmedia.com
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