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
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
Patient Portal Implementation Checklist Understand how a patient portal can assist your practice with patient communication, record-keeping and overall office efficiency with this resource. Use our checklist to evaluate your practice’s need for a patient portal and valuable features to consider before implementation. View resource Patient Portal Implementation Checklist
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
Tips for Negotiating Service Provider Contracts Best practices for working with outside vendors for your business. Dentists should analyze contracts closely during the negotiation process to make sure they know exactly what they are committing to. View resource Tips for Negotiating Service Provider Contracts