Conducting a Self-Audit Info on practice management audits: practice strategic plan, production goals and revisions to schedule, chart audit, financial audit, billing, and how to update management policies and procedures. View resource Conducting a Self-Audit
Effective External Marketing Strategies Checklist Consider this checklist a comprehensive overview of areas and tactics to consider when creating your practice’s external marketing plan. View resource Effective External Marketing Strategies Checklist
Evaluating a Merchant Credit Card Processor — Checklist Comparing processors to their competitors can be a daunting task. There is no easy way to do an apples-to-apples comparison, but we will provide you with some of the secrets of the trade, including the types of fee and pricing schedules in the marketplace View resource Evaluating a Merchant Credit Card Processor — Checklist
How to Conduct a Team Chart Audit Use this resource to audit charts to ensure financial integrity is being maintained by all people involved. View resource How to Conduct a Team Chart Audit
Practice Interruption and Mutual Aid Group Guidelines: Strategies for Disability or Death. These guidelines offer assistance with the organization of a mutual aid group in the event a dentist suffers a disability or death without the benefit of a pre-written plan. View resource Practice Interruption and Mutual Aid Group Guidelines: Strategies for Disability or Death.
Receipt of Unsolicited Products or Services Did you receive products you did not order, and then were invoiced for them? Have you received an invoice for advertising you did not order? Use this sample letter to notify the company that state and federal law allow you, the recipient, to use or dispos View resource Receipt of Unsolicited Products or Services
Records and Documents Retention Guidelines Use this table to determine how long to keep business records such as payroll and employee records, patient records, EOB's and more. View resource Records and Documents Retention Guidelines