Ins and Outs of the Financial Process in Open Dental

I had a chat this past weekend on Sunday with two doctors on the topic of ins and outs of the financial process in Open Dental.

One of the doctors posted on the Open Dental Facebook Group and asked if anyone would be willing be share/teach what reports they should be looking for.

He wants to learn how to understand the reports, and make sure things are done properly in the practice when it comes to financial reconciliations.

Here’s a chat we had over WebEx where I shared how I do it in my practice.

It’s a 2 hour chat, so listen/watch it in parts if you have to, but I cover the following:

• My Daily / Weekly / Monthly Routines
• Things you must have in place for Open Dental reports to display correct information
• Why Doctors and/or practice owners need to understand every aspect of the Revenue Cycle
• What the important reports are that should be run to give you the MOST important information
• Why you need to focus on TODAY
• Why Daily Consistent Routines take care of 90% of the work you need to do in your practice

Here’s the PDF of the slides that I’m going through in the video.