How to Process Insurance Plan Changes
Processing insurance plan changes incorrectly can have scary repercussions like affecting all plan subscribers, changes to historical info and more. Read this post and handle changes with confidence!
Tips & Tricks #15
In this tips & tricks post, learn more about switching back and forth between family member accounts, our favorite drop-down arrow magic, and how to print your progress notes for a date range.
Share Your Open Dental Info: Importing & Exporting
This post will discuss the various ways you can share Open Dental information you’ve customized using the Import & Export tools within the program.
Using and Tracking Referrals in Open Dental
Read this post for the tools in Open Dental to help you track and manage patients referred in, and procedures referred out of your practice.
Tips & Tricks #14
In this tips & tricks post, learn more about how to process insurance refunds (when you’re sending money back to insurance), what to do if the provider’s DEA number is not showing on prescriptions, and some tips on medication lists.
Managing Your Patient Accounts Part 3: Repeating & Recurring Charges and Payment Plans
This post will help you understand recurring & repeating charges and payment plans, and the tools available to help you manage patient accounts.
Insurance Plans Part 2: Complex Plan Types
In Part 2 of our insurance plan type series, we discuss the setup of more complex insurance plans including capitation and Medicaid/Flat Co-Pay plans.
Insurance Plans Part 1: Common Plan Types
Setting up the insurance plan correctly and using updated fee schedules is key to getting accurate estimates. This post discusses four common plan types.
Managing Your Patient Accounts Part 2: Adjustments and Account Procs Quick Add
In this Patient Accounts Part 2 post, explore adding adjustments to multiple procedures, and how to quickly charge retail items to patient accounts.
Managing Your Patient Accounts Part 1: All About Claims
In this Patient Accounts Part 1 post, read how to create claims quickly & efficiently, track any follow-ups you’re doing with insurance, and all that comes with handling insurance payments.