Field notes, operating benchmarks and product updates from the offices working a ranked call list every morning.
Per-visit, per-plan and per-dollar counting disagree. The definition contract, the habits that distort it, and the remainder worked.
Field notesThe checkout ask with the exact words, HIPAA-safe reply templates, and the per-office count that keeps it honest.
Field notesOne job per week, a script for every skill, and the sign-off check that proves each week stuck.
Field notesSix ranking inputs with their OpenDental source, a verify-first rule, and chair time held for December.
Field notesA findings-to-code table for hygiene and the front desk, plus the booking each code should trigger.
Field notesFind the codes priced at or below a PPO allowance first, then load the new fees in OpenDental with a January 1 effective date.
Field notesEight front-desk visits mapped to seven codes, what pairs with the cleaning, and what to ask each plan.
Field notesSix job categories, a bottleneck-to-category table, and a vendor table built only from each vendor's own site.
Field notesPost D9986 and D9987 by one written rule in OpenDental, and the no-show and cancellation rates compare across months and offices.
Field notesThe hour-by-hour day built around gap response, the numbers the role owns, and a job description to paste.
Field notesFour October weeks with an owner, list, and done condition each, and hygienist recognition tied to numbers.
Field notesSeven patient histories mapped to the code to expect, the breakdown questions per code, and the recall setting that follows.
Field notesThe policy clause by clause, the fee versus deposit versus dismissal call, and the recovery workflow when it fails.
Field notesVerbatim scripts for due, overdue, and lapsed patients, plus the ranking that decides who gets called first.
Field notesFour weeks, screen by screen: what each week covers, who teaches it, and the check that proves it stuck.
PodcastZain with Ash of Edwards & Associates at the Southwest Dental Conference: the database gold mine, no robocallers, and the A/R list. Full transcript.
Field notesFour kinds of denial, when the patient can be billed, a five-line note template, and three fee policies.
Field notesA coding quiz from an ordinary week: when D9430 is right, and when it is D0171, D0140, D0170, D9110, or D9440.
Field notesSeven phases with an owner and a done condition each: enable the key, validate reads and writes, go live.
Field notesHow access is granted, read versus write, the resources add-ons touch, and the questions to ask any vendor before connecting.
Field notesSplit the aging report, run a touch sequence with owners, code every outcome, and review four numbers weekly.
Field notesFour time bands with owners and a done state, plus a printable verification form with every field a breakdown needs.
Field notesEach section of the 2024 form, the field in each that gets claims denied, and the OpenDental screen behind it.
BenchmarksEleven dental practice KPIs, each with a formula, an OpenDental source, an owner, and the decision it triggers.
Field notesA printable seven-minute agenda, three numbers per role, and single-office and group versions of the same sheet.
Field notesA governance matrix for the thirteen workflows groups argue about: what the group decides and what each office keeps.
Field notesNine yes/no questions that sort an inactive-patient export into four lists, each with an owner and a rhythm.
Field notesSix touches over ninety days, each with a named owner, a log entry, and a rule for when to stop.
BenchmarksDisplay metrics versus exceptions someone must act on today, with an owner and cadence for each number.
Field notesWhen automation is enough, when a team needs prioritized work with a name on it, and how to tell.
Field notesWho does what in the first five minutes after a cancellation, the ranked fill list, and the logged outcome.
BenchmarksBreak-even for one office and for a group, and why an unbooked member is the most expensive no-show on the recall list.
Field notesThe role by time band, the four numbers a coordinator answers for, the handoffs, and a job description you can paste.
Field notesThe recall list, the interval setup behind it, and a daily standard that keeps it worked.
Field notesThe exact clicks, the filters that matter, and how the list becomes phone calls instead of a spreadsheet.
Field notesConsistency is the product. What it takes to hold a group to one number, every morning.
BenchmarksBooked value, produced value, and the difference that keeps a board honest.
Coming next: Recall is not a campaign · What a front desk can actually hold

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