Resources

Digital

We offer a library of resources to help you manage your revenue cycle and your practice management systems. From spreadsheets to checklists to training guides, we have you covered. Let our downloads help you fill in the gaps and streamline your systems!

Orthodontic Billing Unraveled

Our comprehensive Orthodontic Billing training guide is designed for General offices needing guidance on orthodontic billing and Orthodontic Treatment and Insurance Coordinators who are starting from scratch or need some additional resources!

$199.99

VIEW PRODUCT

Our guide to cracking the code of core buildups and turning those frustrating denials into dollars! Packed with our top tips that will streamline the process of getting those claims paid upon first submission.

Core Buildups - From Denials to Dollars

Claim Clean-Up in 30 Days

Our ultimate guide to decreasing that unruly outstanding claims report! Outling the exact methods we with our clients every day.

FREE DOWNLOAD

FREE DOWNLOAD

FREE DOWNLOAD

Orthodontic Work In Progress Claims Training Guide

A one chapter excerpt of our Orthodontic Billing Training Guide! This chapter has step-by-by step instructions on how to submit and master orthodontic work in progress dental insurance claims.

VIEW PRODUCT

VIEW PRODUCT

VIEW PRODUCT

This comprehensive spreadsheet offers an efficient and user-friendly solution for keeping track of your cancellation list and patient outreach attempts.

Appointment Cancellation Spreadsheet

Orthodontic Benefit Verification form. Each field is fillable or has a dropdown menu for easy completion!

Orthodontic Insurance Verification Form

EFT Payment Reconciliation Spreadsheet

Reconcile bank statements against payments posted within your practice management software in one organized spreadsheet.

$4.99

$4.99

$9.99

VIEW PRODUCT

VIEW PRODUCT

VIEW PRODUCT

Comprehensive Google Sheet with many functions and filters to track outstanding accounts receivable for outstanding claims, patient balances, or both.

Outstanding Accounts Receivable Spreadsheet

Dental Insurance Verification Form

Dental Insurance Verification form. Each field is fillable or has a dropdown menu for easy completion!

Keep all of your insurance company portals in one place! 129 companies listed along with phone numbers, fax numbers and customer service hours!

Insurance Company Tracker - Phone/Fax, Hours, URLs and Login Keeper

$9.99

$9.99

$14.99

VIEW PRODUCT

VIEW PRODUCT

VIEW PRODUCT

Dental Assistant Downtime Checklist

A FREE checklist of downtime duties for when there’s “nothing to do”!

FREE DOWNLOAD

VIEW PRODUCT