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Owner's weekly review

Fifteen minutes on Reports, Billing, HMO claims and No-shows, ending in a list of five people to call.

Who
Owner
When
Same time every week
Takes
15 minutes, from anywhere
Where
MoreReports
  1. 1
    MoreReports

    Reports → 7 days. Collected, billed, owed by patients, owed by HMOs, no-show rate, new patients, production per dentist and their fee share.

    reports
    reports
  2. 2

    Owed by patients: open Billing → Unpaid bills, oldest first. Decide who the front desk calls this week.

  3. 3

    Owed by HMOs: HMO claims ageing. Anything over 30 days gets chased.

  4. 4

    No-show rate above 10%? Open No-shows for repeat names; ask the front desk to confirm those by call, not message.

  5. 5

    Plans: the acceptance ring on Home. Low means quotes are not being presented or followed up.

Ask the assistant

Answers from this guide, in plain English. Usually under a minute.

It only knows what is in this guide and never sees patient records. Not answered? Search or message the J.A.H team.