Advanced Admin Training Outline

Advanced Admin

How to optimize TDO and utilize reports to manage your practice proficiently

Topics covered: 

Financial reports
Aging Analysis and Account Statements
Snapshot in more detail
Breakdown snapshot
Inaccurate posting of multiple locations and/or multiple doctor practices

Insurance Reports
How to manage claims, outstanding claims, and Insurance payments

Cloud Reports
Excel Spreadsheets and additional reports

Clinical Reports and Charting Optimization
Patients not scheduled and needing treatment
Patients follow up
Open cases
Daily reports

Patient Experience
Online Registration
Appointment Confirmation
Online Payments

Templates
Advanced features and efficiencies

Referring Doctor Reports and Marketing
Patient reviews
Referring doctor and admin portal
Batch Letters/ Newsletter
Analysis reports and ranking, labels, and marketing tools

Recall and follow up
How to organize your recall system