Novonee - The Premier Dentrix Community

In this episode, Dayna Johnson discusses the importance of oral health indicators, focusing on prescription data as a critical component of patient management in dental practices. She emphasizes the need for a centralized prescription database to prevent adverse drug interactions and improve patient care. The conversation also covers how to effectively manage and document patient prescriptions using DENTRIX software, highlighting the significance of tracking medications for better oral health outcomes. Takeaways ➡Oral health risk assessments should include all relevant factors. ➡Centralized prescription databases can enhance patient care. ➡E-prescription systems help manage medications effectively. ➡Health history reviews are essential clinical tasks. ➡Patients may not disclose all medications they take. ➡Understanding patient prescriptions aids in treatment planning. ➡Documenting medications is crucial for oral health records. ➡DENTRIX can streamline the management of patient prescriptions. ➡Tracking medications helps identify potential oral health risks. ➡Sharing knowledge with colleagues enhances dental practice performance. Chapters 00:00 Introduction to Oral Health Indicators 00:59 The Importance of Prescription Data 03:21 Managing Patient Prescriptions Effectively 10:25 Utilizing Dentrix for Health History Management Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-ca

In this enlightening conversation, Dayna Johnson interviews Tanner Applegate, founder of UnifiDental, about the challenges dental teams face with password management and how UnifiDental provides a solution. They discuss the importance of efficiency, the change mindset required for adopting new technology, and the unique features of Unifi that enhance security and compliance in dental practices. Tanner shares insights on the onboarding process and the benefits of automation, emphasizing the need for dental teams to embrace change for improved productivity. Takeaways ➡Managing passwords is a significant pain point for dental teams. ➡UnifiDental was founded to address the challenges of password management in dental practices. ➡Change mindset is crucial for adopting new technologies in dental offices. ➡Unifi offers a unique solution that combines shared credentials and individualized logins. ➡The platform helps maintain HIPAA compliance by tracking user access and providing an audit trail. ➡Automation can significantly reduce the time spent on password management and improve efficiency. ➡Unifi allows for role-based access to sensitive information, enhancing security. ➡The onboarding process is streamlined to help practices transition smoothly to Unifi. ➡A 30-day free trial is available to encourage practices to try Unifi without commitment. ➡Embracing technology can lead to a more efficient and productive dental practice. Chapters 00:00 Introduction to UnifiDental and Password Management 03:08 The Journey to Founding UnifiDental 06:09 The Challenge of Change Mindset in Dental Practices 08:54 Understanding Unifi's Unique Features 12:02 Enhancing Efficiency with Unifi's Solutions 15:12 Addressing HIPAA Compliance and Security 17:58 The Importance of Automation in Dental Practices 21:01 Onboarding and User Experience with Unifi 24:01 Conclusion and Call to Action Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson discusses the importance of oral cancer screening as part of the oral health indicators outlined in the FDI and Henry Schein Electronic Health Records Project. She emphasizes the alarming statistics regarding screening rates and the need for better documentation in dental practices. Additionally, she provides insights on how to bill for oral cancer screenings and the significance of using diagnostic codes to improve data collection and patient care. Takeaways ➡Oral cancer screening is a critical health indicator. ➡60% of residents in North Carolina are not screened. ➡Documentation of oral cancer screenings is often lacking. ➡AI tools can streamline clinical documentation. ➡Billing codes exist for oral cancer screenings now. ➡Insurance companies may resist paying for screenings. ➡Using diagnostic codes can improve billing success. ➡Data collection is essential for improving health outcomes. ➡Practices should share information with colleagues. ➡Continuous education is vital for dental professionals. Chapters 00:00 Introduction to Oral Health Indicators 01:28 Focus on Oral Cancer Screening 04:21 The Importance of Documentation 09:32 Billing for Oral Cancer Screenings 17:24 Conclusion and Next Steps Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson interviews Marissa Nicholson and Chris Hameliv, co-owners of a dental consulting agency, focusing on the critical issue of embezzlement in dental practices. They discuss their experiences, the emotional challenges faced by practice owners, and practical steps to prevent financial fraud. The conversation emphasizes the importance of education, awareness, and the need for dental professionals to take a proactive approach in managing their practices. Takeaways ➡Embezzlement is a significant issue in the dental industry, affecting 85% of practices. ➡Trusting employees without verification can lead to financial losses. ➡Education and awareness are crucial in preventing embezzlement. ➡Regular audits and checks can help identify potential fraud. ➡Emotional ties to employees can cloud judgment regarding trust. ➡Cross-training staff can prevent one person from having too much control. ➡Technology can aid in monitoring financial activities. ➡Clear communication about oversight can deter dishonest behavior. ➡Practice owners need to adopt a business mindset to protect their interests. ➡Consulting services can provide valuable insights and training for dental teams. Chapters 00:00 Introduction to the Dental Consulting Duo 02:56 Understanding Embezzlement in Dentistry 05:55 Identifying Red Flags and Preventative Measures 08:58 The Importance of Education and Awareness 11:56 The Emotional Impact of Trust in the Workplace 14:59 Practical Steps for Dental Practices 18:10 The Role of Technology in Preventing Embezzlement 20:58 Security Measures and Access Rights 24:00 Cross-Training and Team Dynamics 26:57 Conclusion and Resources for Dental Practices Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-cal

In this episode, Dayna Johnson discusses the eight core oral health indicators related to the FDI and Henry Schein integrated health records project, focusing on caries and endodontic health. She provides insights on how to document these conditions using Dentrix software, emphasizing the importance of accurate clinical documentation for treatment planning and insurance claims. The conversation also highlights the future of coding in dentistry, particularly the use of ICD-10 codes for better diagnosis and billing practices. Takeaways ➡The eight core oral health indicators are essential for integration. ➡Caries and endodontic health are critical components of oral health. ➡Documentation in Dentrix software is vital for treatment planning. ➡Using conditions in Dentrix helps track oral health effectively. ➡Procedure notes provide quick access to diagnoses for treatment coordinators. ➡ICD-10 coding is becoming increasingly important in dentistry. ➡Accurate documentation aids in insurance claims and patient referrals. ➡The integration project has been in collaboration for five years. ➡Better documentation leads to improved patient care and outcomes. ➡Sharing knowledge and resources with colleagues enhances professional growth. Chapters 00:00 Introduction to Oral Health Indicators 01:20 Exploring Caries and Endodontic Health 03:05 Documenting Caries in Dentrix Software 09:17 Utilizing Procedure Notes for Treatment Planning 12:07 The Future of Coding in Dentistry Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson interviews Justin Ellis from 440 Strategy Group, discussing the intersection of digital marketing and dental practices. They explore the importance of strategic planning, data-driven decisions, and the role of AI in modern marketing. Justin shares insights on how to harmonize various marketing efforts to achieve desired outcomes, emphasizing the need for a solid foundation and effective communication within dental teams. Takeaways ➡Justin Ellis emphasizes the importance of harmonizing marketing efforts like an orchestra. ➡Understanding client goals is crucial for effective marketing strategies. ➡Data analysis is essential for making informed marketing decisions. ➡A clear call to action is necessary for effective digital marketing. ➡The role of office staff is critical in converting leads into patients. ➡AI can enhance marketing strategies but should be used authentically. ➡Custom marketing solutions are more effective than one-size-fits-all approaches. ➡Building a strong foundation in practice culture is key to successful marketing. ➡Effective communication within the team can improve patient engagement. ➡Marketing should be integrated across various platforms for maximum impact. Chapters 00:00 Introduction to 440 Strategy Group 02:31 The Origin of 440: Harmonizing Marketing and Music 05:48 Strategic Marketing: Understanding Goals and Objectives 10:19 The Importance of Data in Marketing Decisions 16:21 Closing the Deal: The Role of Office Staff 21:35 AI in Dentistry: Opportunities and Challenges Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this podcast, Dayna Johnson discusses the integrated health records project with FDI and Henry Schein, focusing on the importance of documenting periodontal health as a core oral health indicator. She emphasizes the necessity of efficient periodontal charting in dental practices and shares innovative solutions, including the use of AI technology, to streamline the process. The conversation serves as the first part of an eight-part series aimed at preparing dental teams for the integration of these health indicators. Takeaways ➡The integrated health records project aims to improve oral health documentation. ➡Periodontal health is a critical indicator for patient diagnosis. ➡Efficient systems are essential for effective periodontal charting. ➡Many practices struggle with time management for periodontal procedures. ➡AI tools like BOLA AI can enhance the charting process. ➡Alternating imaging and charting can save time in practices. ➡Dedicated hygiene assistants can improve efficiency in dental offices. ➡Proper coding is crucial for accurate periodontal health reporting. ➡Understanding patient needs is key to effective dental care. ➡This podcast is the first in an eight-part series on oral health indicators. Chapters 00:00 Introduction to Integrated Health Records Project 01:54 The Importance of Periodontal Health 04:12 Implementing Efficient Periodontal Charting 07:04 Innovative Solutions for Periodontal Charting 11:51 Leveraging AI in Dental Practices Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson interviews Dr. Laura Schwindt, a dentist and entrepreneur focused on holistic well-being and empowering high-achieving professionals. They discuss the importance of life coaching, the Heroic Life Coaching Program, and how to discover personal virtues. The conversation emphasizes the significance of team dynamics, support, and the ripple effect of well-being in the workplace. Dr. Laura Schwindt shares insights on addressing resistance in coaching and the science behind happiness and productivity, concluding with a call to action for those feeling overwhelmed to seek help. Takeaways ➡Dr. Laura Schwindt emphasizes the importance of addressing burnout in high-achieving professionals. ➡Life coaching can provide critical support during challenging times. ➡Personal virtues play a significant role in individual fulfillment and success. ➡The Heroic Life Coaching Program combines ancient wisdom with modern science. ➡Team dynamics greatly influence workplace morale and productivity. ➡Awareness and support among team members can enhance overall well-being. ➡Challenges are opportunities for growth and self-improvement. ➡Improving employee happiness can lead to increased productivity. ➡Curiosity can help overcome resistance to new ideas and practices. ➡Seeking help is a sign of strength, not weakness. Chapters 00:00 Introduction to High Performing Dental Teams 03:04 The Journey of Dr. Laura Schwindt 06:07 The Importance of Life Coaching 09:10 Understanding the Heroic Life Coaching Program 11:50 Discovering Personal Virtues 14:49 Team Dynamics and Support 17:50 The Ripple Effect of Well-Being 20:58 Addressing Resistance in Coaching 23:55 The Science Behind Happiness and Productivity 26:59 Conclusion and Call to Action Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

Dayna Johnson discusses her interview with Dr. Ryan Hungate, Chief Strategy Officer for Henry Schein One, focusing on the collaboration between FDI and Henry Schein on a new electronic integrated health records project. The conversation highlights the importance of integrating oral health records with overall healthcare, emphasizing the need for better accessibility and collaboration among healthcare providers. Dayna outlines eight core oral health indicators for integration that will enhance patient care and documentation in dental practices. Takeaways ➡️FDI is the World Dental Federation focusing on global oral health advocacy. ➡️The collaboration between FDI and Henry Schein aims to improve electronic health records. ➡️Integrated health records can enhance patient care and coordination among providers. ➡️Dayna emphasizes the need for better access to patient records in dentistry. ➡️The electronic health records project has been in development for five years. ➡️There are eight core oral health indicators for integration in dental practices. ➡️Dayna plans to provide more resources and podcasts on these indicators. ➡️Improving health history documentation is crucial for patient safety. ➡️The new Dentrix Imaging Center will facilitate better sharing of diagnostic images. ➡️Collaboration in healthcare is essential for comprehensive patient care. Chapters 00:00 Introduction to the Interview with Dr. Ryan Hungate 07:09 The Importance of Integrated Health Records 20:51 Core Oral Health Indicators for Integration CLICK HERE to download the Consensus Statement launched from FDI: https://fdiworlddental.org/fdi-releases-consensus-paper-integration-oral-health-electronic-health-records Connect with Dayna: https://fdiworlddental.org/fdi-releases-consensus-paper-integration-oral-health-electronic-health-records

In this episode of the High Performing Dental Team podcast, Dayna Johnson interviews Dr. Ryan Hungate at the International Dental Show in Cologne, Germany. They discuss the collaboration between FDI and Henry Schein on integrating electronic health records in dentistry, the importance of universal data platforms, and the potential for reimbursement changes in dental practices. The conversation highlights the need for seamless communication between dental and medical professionals to improve patient care. Takeaways ➡The International Dental Show is a significant event for dental professionals. ➡Dr. Ryan Hungate has transitioned from practicing orthodontics to focusing on strategic roles in dental technology. ➡The collaboration between FDI and Henry Schein aims to integrate health records across dental and medical fields. ➡Eight core health indicators are being developed to enhance patient care. ➡The Universal Data Platform allows for better data sharing between dental practices and medical professionals. ➡Payers may reimburse for new health indicators and tests that improve patient outcomes. ➡Integrating health records can streamline workflows in dental practices. ➡Dental professionals are encouraged to adapt to new technologies without extensive retraining. ➡The importance of collaboration in the dental industry is emphasized. ➡Innovative solutions are needed to incorporate health screenings into regular dental visits. Chapters 00:00 Introduction to the High Performing Dental Team Podcast 04:48 The Collaboration Between FDI and Henry Schein 09:51 Integrating Health Records in Dentistry 13:43 The Role of Universal Data Platform Click here to download the Consensus Statement: https://fdiworlddental.org/consensus-statement-integrated-electronic-health-records Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

Mackenzie Richter is the Vice President, Global Commercial Digital Workflow Solutions at Henry Schein, responsible for vision, strategic direction, commercialization, growth and performance of our new critical workflow initiatives.    With over 25 years of experience, Mackenzie brings a deep understanding of both the digital dental workflow and the dental practice environment, having "grown up" working in her family's dental practice. Throughout her career, she has consistently driven innovation, growth, and financial performance. The 3-Click Dentistry concept was born from conversation she had with her brother and has now moved into action. In this conversation, Mackenzie discusses the evolution of dental technology and its impact on practice management. She emphasizes the importance of integrating AI and simplifying workflows to enhance efficiency and patient care. The discussion covers the challenges faced by dental practices, the concept of three-click dentistry, and the future of digital workflows, including innovations in night guard production. Takeaways ➡Mackenzie Richter has a deep-rooted background in dentistry. ➡Technology can transform dental practices significantly. ➡AI can enhance patient treatment acceptance rates. ➡Simplifying workflows is crucial for dental teams. ➡3-click dentistry aims to reduce complexity in processes. ➡Integration of imaging and scanning technologies is essential. ➡Consistent documentation improves practice efficiency. ➡Future innovations will focus on accessibility and ease of use. ➡Night guards can be produced more efficiently with new technology. ➡The dental industry is continuously evolving to improve patient care. Chapters 00:00 Introduction to the International Dental Show 03:11 The Impact of Technology in Dentistry 06:04 Challenges in Dental Practice Management 08:46 Three-Click Dentistry Explained 11:53 Integration of Imaging and Scanning Technologies 14:47 Future Innovations in Dental Workflow 17:54 Simplifying Night Guard Production 21:04 Conclusion and Future Outlook Learn more about the 3-Click Digital Dental Workflow at: https://www.henryschein.com/IDS2025 Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson discusses the critical aspects of perio charting in dental hygiene, emphasizing its importance for diagnosing periodontal disease. She shares practical tips for enhancing efficiency, including the use of keyboard shortcuts and custom scripts in Dentrix software. The episode also covers how to document exam information effectively and the benefits of copying this information into clinical notes for better patient care and insurance documentation. ➡Perio charting is essential for diagnosing periodontal disease. ➡Hygienists must prioritize time for perio charting. ➡Custom scripts can enhance efficiency in perio charting. ➡Keyboard shortcuts streamline the perio charting process. ➡The bleeding all button simplifies documentation of bleeding. ➡Exam information can be crucial for insurance claims. ➡Documenting clinical observations is important for patient records. ➡Stage and grade of periodontal disease should be included in charts. ➡Copying exam information to clinical notes saves time. ➡Continuous learning about software features is vital for hygienists. Chapters 00:00 Introduction to Perio Charting 10:09 Utilizing Keyboard Shortcuts 16:28 Copying Exam Information to Clinical Notes Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson and Claire Dickinson discuss the impact of AI in the dental industry, addressing common fears and misconceptions while highlighting the benefits of AI as a tool for operational efficiency. They explore how AI can augment roles rather than replace them, the importance of protecting patient information, and practical applications of AI in both professional and personal contexts. The conversation emphasizes the need for continuous learning and adaptation to new technologies in order to thrive in the evolving landscape of healthcare. Takeaways ➡AI is perceived with both fear and excitement in the dental industry. ➡Concerns about job security due to AI are prevalent among dental teams. ➡AI can enhance operational efficiency by automating tedious tasks. ➡It's crucial to reassure teams that AI is an augmentation tool, not a replacement. ➡Protecting patient information (PHI) is essential when using AI technologies. ➡Continuous conversation about AI's benefits can alleviate fears. ➡AI can assist in creating policies and operational documents quickly. ➡Using AI for transcription can enhance engagement during performance reviews. ➡AI can help with personal tasks, such as meal planning and scheduling. ➡Embracing AI is vital for staying relevant in the industry. Chapters 00:00 Introduction to AI in Dentistry 02:04 Addressing Fears Surrounding AI 08:01 AI as an Augmentation Tool 13:54 Protecting Patient Information with AI 19:05 Operational Efficiency through AI 24:51 Embracing AI in Personal Life 29:04 Conclusion and Contact Information Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson discusses the various note-taking functionalities within Dentrix, emphasizing the importance of efficient note management for dental practices. She explores different modules such as the appointment book, family file, patient ledger, and patient chart, detailing how to effectively utilize each note type to enhance communication and patient care. The episode serves as a mini training session, providing practical tips and a downloadable tip sheet for listeners. Takeaways ➡Understanding where to make notes is crucial for efficiency. ➡Different types of notes serve different purposes in Dentrix. ➡The appointment book has specific note features for daily reminders. ➡Family file notes can enhance patient relationships and loyalty. ➡Guarantor notes are important for family account management. ➡Clinical notes must document what happened during the visit. ➡Procedure notes help clarify treatment plans for patients. ➡The office journal is a centralized place for patient communication. ➡Pop-ups can alert staff to important patient information. ➡Daily billing statements are essential for financial tracking. Chapters 00:00 Introduction to Note-Taking in Dentrix 02:53 Exploring the Appointment Book Notes 06:12 Understanding Family File Notes 08:59 Navigating Patient Ledger Notes 11:48 Diving into Patient Chart Notes 18:04 General Notes and Alerts in Dentrix 23:50 Conclusion and Resources Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson interviews Rebecca Herring about the role of virtual assistants in healthcare operations, particularly in dental practices. They discuss the challenges of staffing, the benefits of hiring virtual assistants, and the importance of proper onboarding and training. The conversation highlights how virtual assistants can alleviate burnout, improve efficiency, and ultimately contribute to the growth of dental practices. Rebecca shares insights on how to effectively integrate virtual assistants into a team and the positive impact they can have on practice management. Takeaways ➡Virtual assistants can help alleviate staffing issues in dental practices. ➡Proper onboarding and training are crucial for virtual assistants' success. ➡Virtual assistants should be integrated into the practice culture. ➡Identifying tasks to delegate can improve efficiency and reduce burnout. ➡Virtual assistants can handle administrative tasks like insurance verification and phone support. ➡Hiring virtual assistants can lead to increased productivity and reduced overhead costs. ➡The work ethic of virtual assistants from offshore locations is often very strong. ➡Practices should consider the long-term benefits of hiring virtual assistants. ➡Communication tools can help integrate virtual assistants into the team. ➡Thinking outside the box can lead to innovative staffing solutions. Chapters 00:00 Introduction to Virtual Assistants in Healthcare 11:20 Onboarding and Training Virtual Assistants 19:36 The Impact of Virtual Assistants on Practice Efficiency 26:37 Final Thoughts on Virtual Assistants and Practice Growth You can contact Rebecca on her LinkedIn page here: https://www.linkedin.com/in/rebecca-herring-dental-experience/ Book a FREE consultation with Rebecca: https://www.yourtdcoach.com/ Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson shares insights from her experiences in the dental industry, focusing on the latest updates in Dentrix software, particularly enhancements in perio charting. She discusses the new 'bleeding all' button, the importance of understanding periodontal disease stages and grades, and the features of the perio panel that can improve workflow efficiency for dental hygienists. Dayna emphasizes the significance of effective clinical documentation and encourages sharing knowledge within the dental community. Takeaways ➡Dayna highlights the importance of sharing knowledge in the dental community. ➡The new 'bleeding all' button in Dentrix enhances workflow efficiency. ➡Understanding the stages and grades of periodontal disease is crucial for accurate documentation. ➡The perio panel in Dentrix offers various features for comprehensive patient assessments. ➡Custom scripts can be created for perio charting to suit individual workflows. ➡Visual aids in the perio chart can significantly enhance patient understanding. ➡Clinical documentation can be streamlined by copying exam information to clinical notes. ➡Dentrix's perio panel is well-designed for clinical documentation needs. ➡Sharing tips and insights can help improve dental practices. ➡Dayna expresses her willingness to assist dental professionals with their documentation needs. Chapters 00:00 Introduction to Dental Insights 00:58 Enhancements in Dentrix: The Bleeding All Button 06:10 Understanding Periodontal Disease Stages and Grades 09:18 Exploring the Perio Panel Features 12:07 Customizing Perio Charting Workflows Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode of the High Performing Dental Team podcast, Dayna Johnson interviews Janice Hurley, a dental image expert, discussing the importance of confidence in dental practices, effective hiring and onboarding practices, and enhancing the external image of dental practices to improve patient experience. Janice shares insights on building confidence in frontline team members, creating a positive work environment, and the critical role of online presence in shaping first impressions. Takeaways ➡Confidence is essential for team effectiveness and patient interaction. ➡Hiring should be done from a position of confidence, not desperation. ➡Flexibility in job roles can attract better candidates. ➡Clear expectations and guidelines are crucial for team members. ➡Catch team members doing things right to build confidence. ➡First impressions are significantly influenced by paperwork and online presence. ➡Consistency in team appearance fosters a professional image. ➡Listening to team members and patients is key to building trust. ➡Avoid negative language when describing the work environment. ➡Regularly update and manage your online business presence. Chapters 00:00 Introduction to Dental Image Expertise 02:01 The Importance of Confidence in Dental Practices 05:51 Building Confidence in Frontline Team Members 11:36 Hiring and Onboarding Best Practices 16:49 Creating a Positive Work Environment 21:42 Enhancing External Image and Patient Experience 27:35 The Role of Online Presence in First Impressions Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-cal

In this episode, Dayna Johnson interviews Andy Cleveland, a renowned expert in accounts receivable collections within the dental industry. They discuss recent changes in medical debt reporting, the role of collection agencies, and best practices for collecting payments effectively. The conversation emphasizes the importance of communication, value, and systems in managing patient payments and collections. Takeaways ➡Andy Cleveland has over 25 years of experience in patient collections. ➡Recent legislation has changed how medical debt is reported to credit bureaus. ➡Collection agencies can still pursue debts, but they cannot negatively impact credit scores. ➡Effective collection practices should start on the day of service. ➡Staff turnover in dental practices can hinder effective collections. ➡Patients often prioritize other bills over dental payments. ➡Communication and training are essential for staff handling collections. ➡Billing regularly can reinforce the importance of payments to patients. ➡The value of services provided should be communicated to patients. ➡Choosing the right collection agency is crucial for maintaining a practice's reputation. Chapters 00:00 Introduction to the Expert 03:28 Understanding Recent Changes in Medical Debt Reporting 10:32 The Role of Collection Agencies 15:55 Best Practices for Collecting Payments 20:50 The Importance of Communication and Value in Collections Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this conversation, Dayna Johnson and Minal Sampat, discusses various aspects of managing a dental practice, including the importance of social media marketing, patient testimonials, and the innovative CE On The Beach event. The dialogue emphasizes the need for dental practices to adapt to changing social media landscapes, engage with patients authentically, and implement effective marketing strategies to thrive in the industry. Takeaways ➡Listening to your team can lead to innovative ideas. ➡Patient testimonials are crucial for establishing authority. ➡Social media should reflect your practice's culture and values. ➡Choose social media platforms based on your target audience. ➡Start small with marketing efforts to build confidence. ➡Engaging patients in video testimonials can be simple and effective. ➡Social media is just one of many marketing avenues available. ➡Be open-minded about different marketing strategies. ➡Your practice's uniqueness should guide your marketing approach. ➡Always prioritize patient care and communication in your practice. Chapters 00:00 Introduction to Dental Practice Management 03:05 The Birth of CE On The Beach 05:45 Navigating Social Media Changes 08:59 The Importance of Patient Testimonials 11:55 Choosing the Right Social Media Platform 15:08 Final Thoughts on Dental Marketing Strategies You can reach out to Minal directly and purchase her book at: https://www.minalsampat.com/ Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dana Johnson, a dental practice management expert, discusses the integration of technology and AI in dental practices with Dan Easty from Sunset Technologies. They explore the importance of security when implementing new technologies, the necessity of vetting AI companies, and the significance of keeping software updated. The conversation emphasizes the need for dental practices to be proactive in their approach to technology and patient data protection, while also looking forward to the future advancements in AI within the industry. Takeaways ➡Dana Johnson is a dental practice management expert and founder of Novonee. ➡Technology plays a crucial role in optimizing dental practices. ➡AI has been used in dental imaging and insurance for years. ➡It's essential to vet AI companies for security and compliance. ➡Practices should stay updated with their software to ensure security. ➡Upgrading hardware and software is vital for compliance and efficiency. ➡Curiosity about technology can lead to better questions and solutions. ➡Transparency from AI companies is crucial for trust and security. ➡AI has the potential to revolutionize the dental industry. ➡Practices should seek professional guidance when implementing new technologies. Chapters 00:00 Introduction to Dental Practice Management 03:12 The Role of Technology in Dental Practices 06:02 Understanding AI in Dental Administration 08:52 Vetting AI Companies for Security 12:00 The Importance of Software Updates 15:05 Navigating Upgrades and Compliance 18:02 The Future of AI in Dentistry 20:51 Final Thoughts and Resources Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this podcast, Dayna Johnson discusses the transition to out-of-network dental practices, focusing on how to provide accurate treatment plan estimates, optimize insurance setups in Dentrix, and manage patient expectations. She emphasizes the importance of checking eligibility, utilizing the payment table, and ensuring that practices offer value to retain patients. Additionally, she introduces resources for further learning about dental insurance management. Takeaways ➡2025 marks the transition to out-of-network for many practices. ➡Providing accurate treatment estimates is crucial for patient trust. ➡Checking insurance eligibility can significantly reduce claim denials. ➡Patients expect more value when practices go out-of-network. ➡The payment table is essential for accurate insurance estimates. ➡Overestimating patient costs can prevent billing issues later. ➡Having a credit card on file can streamline payment processes. ➡Utilizing Dentrix effectively can enhance practice management. ➡Continuous learning about dental insurance is vital for success. ➡Building strong patient relationships is key to retention. Chapters 00:00 Navigating Out-of-Network Transitions 03:03 Enhancing Treatment Plan Estimates 06:07 Optimizing Insurance Setup in Dentrix 08:57 Utilizing the Payment Table Effectively 12:01 Managing Patient Expectations and Payments 14:58 Resources for Further Learning Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this conversation, Dayna Johnson discusses the transition of dental offices from in-network to out-of-network insurance plans, focusing on the necessary adjustments in Dentrix software. She outlines the steps to dismantle existing fee schedules, update treatment plans, and ensure accurate insurance estimates. The conversation emphasizes the importance of understanding the software's capabilities and preparing for the changes that come with going out of network. Takeaways ➡2025 marks a significant change for many dental offices. ➡Transitioning to out-of-network requires careful planning. ➡Dismantling fee schedules is essential when going out of network. ➡Updating treatment plan fees is a critical step. ➡Dentrix can help in estimating treatment costs accurately. ➡There are methods to copy fee schedules for efficiency. ➡Clearing the allowed amount column is necessary for accurate estimates. ➡Understanding insurance tables is crucial for accurate billing. ➡Preparation is key to a smooth transition to out-of-network. ➡Future discussions will delve deeper into Dentrix's estimating capabilities. Chapters 00:00 Transitioning to Out-of-Network Insurance Plans 14:54 Understanding Dentrix Insurance Setup 15:24 Updating Treatment Plans and Fee Structures Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this conversation, Dayna Johnson discusses the parallels between onboarding in football and business, emphasizing the importance of mentorship and structured training for new hires. She shares insights on effective shadowing techniques and the necessity of creating a culture of continuous learning within teams to ensure success and development. Takeaways Onboarding is crucial for new hires' success. Mentorship can significantly enhance learning and adaptation. Shadowing experienced team members is essential for new hires. Continuous learning should be prioritized in the workplace. Investing in training leads to better team performance. Creating a supportive environment fosters growth and development. Structured learning modules can streamline onboarding processes. Regular team learning sessions can enhance collaboration. Coaching should be an ongoing process, not a one-time event. Time management skills are vital for new team members. Chapters 00:00 The Importance of Onboarding in Football and Business 06:08 Mentorship and Coaching for Success 12:03 Effective Shadowing and Learning Techniques 17:51 Creating a Culture of Continuous Learning Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this podcast episode, Dayna Johnson and Claire Dickinson discuss the importance of team training in dental practices as they kick off 2025. They explore how to motivate team members, the significance of understanding human behavior, and the need to create a safe learning environment. The conversation also touches on change management, overcoming fear of failure, and adapting to industry changes to meet patient expectations. The episode emphasizes the need for continuous improvement and effective communication within teams. Takeaways ➡Training is essential for team success and should be prioritized. ➡Understanding human behavior can help motivate team members effectively. ➡Creating a safe environment allows team members to learn from failures. ➡Change management is crucial when implementing new processes. ➡Team dynamics play a significant role in how training is received. ➡Different learning styles must be accommodated in training sessions. ➡Fear of failure can hinder performance; it's important to address it. ➡Open communication fosters a better understanding of team needs. ➡Investing in team training benefits both the practice and patients. ➡Continuous adaptation to industry changes is necessary for success. Chapters 00:00 Kicking Off 2025: Setting the Stage for Team Training 04:58 Understanding Human Behavior: Motivating Team Members 09:55 Overcoming Fear of Failure: Creating a Safe Learning Environment 15:01 The Importance of Change Management in Training 20:00 Adapting to Change: Keeping Up with Industry Expectations Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this conversation, Dayna Johnson discusses the four daily accounting tasks that dental practices should prioritize, focusing particularly on the importance of sending billing statements daily. She emphasizes the benefits of keeping patients informed about their accounts, improving cash flow, and utilizing technology for efficient billing processes. Additionally, she touches on the legal implications of medical debt collections, urging practices to stay updated on state regulations. Takeaways ➡Daily billing statements reduce stress and improve cash flow. ➡Patients should be informed about their account status regularly. ➡Using electronic billing is more efficient than paper statements. ➡Daily statements help keep patients engaged with their insurance claims. ➡It's crucial to coach patients on following up with their insurance companies. ➡Sending statements every 30 days keeps patients in the loop. ➡Technology like DENTRIX Quick Bill streamlines the billing process. ➡Practices should be aware of state laws regarding medical debt collections. ➡Reducing accounts receivable is essential for practice health. ➡Completing daily accounting tasks promptly sets a positive tone for the day. Chapters 00:00 Daily Accounting Tasks Overview 05:12 The Importance of Daily Billing Statements 10:11 Streamlining Billing with Technology Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

Summary In this episode, Dayna Johnson discusses the importance of daily accounting tasks in a dental practice, focusing on accurate patient ledgers and provider allocations. She emphasizes the need for a clean workflow and offers insights into implementing daily allocations to maintain accurate records. The conversation also includes tips for cleaning up ledgers and trusting the process of using accounting software effectively. Takeaways ➡Feedback is essential for improving workflow. ➡Accurate patient ledgers are crucial for financial health. ➡Provider allocations help maintain accurate accounts receivable. ➡Daily routines should include checking provider credit balances. ➡Adjustments for allocations should balance out. ➡Trust the software to handle complex calculations. ➡Cleaning up ledgers can be a significant project. ➡Use specific adjustment types for allocations only. ➡Billing statements should be clear for patients. ➡Continuous learning is key to mastering accounting tasks. Chapters 00:00 Introduction and Daily Accounting Tasks 10:25 Implementing Daily Allocations Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson discusses the four daily accounting tasks essential for dental practices, focusing on the importance of timely claims submission, ensuring claim completeness, and effective batch processing. She emphasizes the need for clinical notes to be completed promptly to avoid delays in claims and offers practical tips for managing claims efficiently. Takeaways ➡The day sheet is crucial for daily accounting routines. ➡Claims should be submitted within 24 hours to ensure timely payment. ➡Clinical notes must be completed before patient checkout. ➡Clean and complete claims reduce the chances of denials. ➡Electronic claims should be sent whenever possible for efficiency. ➡Tracking numbers for claims help in following up with insurance companies. ➡Pre-visit checks are essential for accurate patient information. ➡Batch processing claims is more efficient than sending them in real-time. ➡Mark claims as 'do not send' if the patient requests it. ➡Resources are available to help with clinical note templates. Chapters 00:00 Introduction to Daily Accounting Tasks 07:06 Ensuring Claim Completeness and Accuracy Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

Summary In this episode of the High Performing Dental Team podcast, Dayna Johnson and Melinda Heryford discuss the challenges dental practices face, particularly around financial management and team dynamics. They introduce the concept of 'Switch It to Solve It,' a mindset shift that encourages practices to secure payments upfront rather than relying on post-treatment billing. The conversation emphasizes the importance of clarity, accountability, and the need for dental teams to adapt to new systems to ensure financial viability and enhance patient experience. Melinda shares practical strategies for implementing these changes and overcoming resistance within teams, ultimately aiming for a statementless practice that improves efficiency and profitability. Takeaways ➡ Both hosts have extensive experience in the dental industry. ➡ Financial challenges are a common concern among dental practices. ➡ Switch It to Solve It is a mindset shift for securing payments upfront. ➡ Clarity in financial arrangements enhances patient experience. ➡ Resistance to change can be managed with strong leadership support. ➡ A statementless practice reduces administrative burdens. ➡ Team accountability is crucial for implementing new systems. ➡ Practices need to adapt to survive in a leaner financial environment. ➡ Providing incentives can motivate team members to embrace change. ➡ Regularly reviewing financial performance helps maintain accountability. Chapters 00:00 Introduction to High Performing Dental Teams 02:53 Understanding Financial Challenges in Dental Practices 05:58 Switch It to Solve It: A New Mindset 08:56 Implementing Financial Arrangements Upfront 12:01 Overcoming Resistance to Change 15:08 The Importance of Clarity and Accountability 17:53 Creating a Statementless Practice 20:55 The Future of Dental Practices 24:00 Conclusion and Resources Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this conversation, Dayna Johnson emphasizes the critical importance of daily accounting routines in dental practices, focusing on the day sheet as a key tool for ensuring financial accuracy. She shares insights from her experiences in various offices, highlighting common pitfalls and the necessity of proper training and accountability within the team. The discussion also sets the stage for future topics on claims and billing accuracy, reinforcing the interconnectedness of these financial processes. Takeaways ➡Daily accounting routines are essential for financial accuracy. ➡The day sheet helps identify mistakes in patient billing. ➡Proper training for staff is crucial to avoid errors. ➡Clinical notes must match the billing records to prevent issues. ➡Delegating tasks can help manage workload effectively. ➡Balancing the day sheet is a critical business function. ➡Accurate financial data supports better claims processing. ➡Regular audits of financial data can prevent discrepancies. ➡Implementing protocols can streamline office operations. ➡Support is available for practices needing help with financial management. Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson discusses the essential daily accounting tasks that dental practices should implement to ensure accuracy and efficiency. She emphasizes the importance of balancing the day sheet, sending insurance claims promptly, managing provider allocations, and sending billing statements daily. By following these practices, dental teams can improve their financial accuracy and reduce stress in their operations. Takeaways ➡Daily accounting tasks are crucial for accurate data. ➡Balancing the day sheet helps prevent missed procedures. ➡Claims must be sent out within 24 hours. ➡Provider allocations are important for accurate ledgers. ➡Daily billing statements streamline the billing process. ➡Using software like Dentrix can simplify accounting tasks. ➡Sending statements daily reduces workload and phone calls. ➡Accurate data leads to better reports and decision-making. ➡Team collaboration is key in managing daily tasks. ➡Investing in education can enhance practice efficiency. Chapters 00:00 Introduction to the Dental Patient Journey Series 07:08 Sending Insurance Claims Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson discusses the dental patient journey, focusing on the day of the visit. She emphasizes the importance of team communication through morning huddles, the check-in process for building relationships with patients, and the checkout process that includes treatment planning and financial consultations. The conversation highlights strategies for effective patient management and the integration of technology in dental practices. Takeaways ➡Team communication is crucial for a successful patient visit. ➡Morning huddles should focus on patient needs, not just schedules. ➡Building relationships with patients enhances their experience. ➡Technology should be embraced and taught to patients. ➡Collecting payments on the day of service is essential. Identifying obstacles in the schedule can improve efficiency. ➡Same-day treatment opportunities should be explored. ➡A treatment plan estimate should be prepared during checkout. ➡Understanding patient portions for future visits is important. ➡Regular team meetings can enhance practice performance. Chapters 00:00 Introduction to the Dental Patient Journey 08:36 The Check-In Process: Building Relationships Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this podcast, Dayna Johnson discusses the importance of preparation in the dental patient journey, focusing on the pre-visit checklist. She emphasizes the need for dental teams to be well-prepared for patient visits to enhance efficiency, reduce stress, and build better relationships with patients. Key elements of the pre-visit checklist include insurance verification, patient forms, new patient welcomes, and confirmations. Dayna encourages practices to automate processes where possible and to create a culture of preparation to improve overall patient experience and practice efficiency. Takeaways ➡Preparation saves time and reduces stress. ➡Focus on best case scenarios, not worst case. ➡Build your own pre-visit checklist. ➡Insurance verification is crucial before appointments. ➡Automate patient forms to enhance efficiency. ➡Send new patient welcomes to improve engagement. ➡Confirm appointments to reduce no-shows. ➡Keep credit card information updated for appointments. ➡Pre-med requirements should be verified with doctors. ➡ Review consent forms ahead of surgical procedures. Chapters 00:00 Introduction to the Patient Journey Series 05:52 Building Your Pre-Visit Checklist 11:48 Key Elements of the Pre-Visit Checklist Please rate, review and share this episode with your colleagues. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this conversation, Dayna Johnson shares her recent experiences and insights from her journey in the dental field, particularly focusing on the Dentrix software and the importance of user meetings. She emphasizes the significance of understanding the patient journey, from pre-visit preparations to post-visit follow-ups, and how automation can enhance efficiency in dental practices. Dayna encourages dental teams to transform their scramble time into preparation time to improve workflow and patient experience, ultimately leading to better profitability and reduced claim denials. Takeaways: ➡️ The patient journey includes pre-visit, visit, and post-visit stages. ➡️ Automation is crucial for enhancing patient experience. ➡️ Preparation before the patient arrives is essential. ➡️ Scramble time can be transformed into preparation time. ➡️ Reducing claim denials can significantly improve practice profitability. ➡️ A pre-visit checklist can streamline patient intake. ➡️ Engaging with patients before their visit is vital. ➡️ Dayna encourages listeners to create their own checklists. Chapters: 00:00 Introduction and Exciting Updates 05:46 The Importance of Pre-Visit Preparation 11:49 Transforming Scramble Time into Preparation Time Please rate, review and share this episode with friends and colleagues Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson discusses the importance of online tools and automation in dental practices. She shares statistics on scheduling efficiency, highlighting the time saved with online scheduling compared to phone calls. Dayna emphasizes the benefits of automation for both patients and dental teams, including reduced no-show rates and improved patient management. The conversation concludes with a focus on enhancing the overall patient experience throughout their journey with the practice. Takeaways: ➡️Data-driven decisions are crucial for business success. ➡️Online scheduling significantly reduces appointment booking time. ➡️Offering online scheduling can increase patient engagement. ➡️Automation can reduce no-show rates by up to 25%. ➡️Automation streamlines patient information management. ➡️Patients can fill out forms digitally before their appointment. ➡️Automation saves time for dental teams. ➡️A positive patient experience is essential for practice growth. ➡️Understanding the patient journey is key to improving services. Chapters: 00:00 Introduction to Online Tools and Automation 05:41 The Impact of Online Scheduling on Practice Efficiency 11:18 Automation in Patient Management and Experience Please rate, review, and share this episode with your team, colleagues, and online. Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

Dayna Johnson discusses the importance of integrating online tools in dental practices to enhance patient engagement and streamline operations. She presents compelling statistics on smartphone usage and patient preferences for online forms and scheduling, emphasizing the need for dental teams to adapt to these technological advancements. The conversation also explores the patient journey, highlighting how online booking can simplify appointment scheduling and improve overall patient experience. Takeaways: ➡️Patients are increasingly seeking online tools for convenience. ➡️97% of the population has access to smartphones. ➡️83% of patients prefer to fill out forms before visits. ➡️76% of patients would choose providers offering online forms. ➡️Online scheduling familiarity is high among consumers. ➡️Patients often book appointments after hours. ➡️The patient journey begins with online searches. ➡️Appointment requests can lead to communication delays. ➡️Implementing online booking can enhance patient satisfaction. ➡️Adopting technology requires a mindset shift for dental teams. Chapters: 00:00 Introduction to Online Tools for Dental Practices 01:46 Understanding Patient Behavior and Technology Adoption 10:30 The Patient Journey and Online Scheduling 17:12 Implementing Online Booking in Dental Practices Book a call with Dayna if you are interested in learning more about this topic: https://calendly.com/dayna-johnson/discovery-call

In this episode of the High Performing Dental Team podcast, Dayna Johnson interviews Jeff Gladnick from Great Dental Websites. They discuss the evolution of dental websites from simple brochures to comprehensive hubs for patient interaction. Jeff shares insights on optimizing user experience, the importance of aligning branding with target audiences, and effective SEO strategies for attracting ideal patients. He emphasizes the necessity of content creation and the role of copywriting in engaging potential patients. The conversation concludes with practical tips for dental practices to enhance their online presence and patient acquisition strategies. Takeaways: ➡️The evolution of dental websites has transformed them into interactive hubs. ➡️User experience is crucial for converting website visitors into patients. ➡️SEO strategies should align with the practice's branding and target audience. ➡️Content creation is essential for engaging potential patients. ➡️Copywriting must reflect the unique value proposition of the practice. ➡️Dental practices should utilize email newsletters for internal marketing. ➡️Understanding patient priorities can lead to better service offerings. ➡️Websites should be tested for user-friendliness from a patient's perspective. ➡️Aligning social media messaging with website content is vital. ➡️Continuous optimization and testing are key to improving conversion rates. Chapters: 00:00 Introduction to Jeff Gladnick and His Journey 03:08 The Evolution of Dental Websites 05:58 Creating a Patient-Centric Website 09:03 Optimizing User Experience and Conversion Rates 11:59 Aligning Branding with Target Audience 14:58 SEO Strategies for Attracting Ideal Patients 18:01 The Importance of Content Creation 21:12 Final Tips and Best Practices Reach out to Jeff at: https://www.greatdentalwebsites.com/ Rate, Review and Share this episode with your colleagues

In this conversation, Dayna Johnson discusses strategies for dental practices to boost production and patient engagement as they transition into the 4th quarter of the year. She emphasizes the importance of reaching out to patients with unscheduled treatments and unused insurance benefits, particularly as the year-end approaches. Dayna provides practical tips on utilizing practice management software and patient engagement tools to effectively communicate with patients and encourage them to schedule necessary treatments before their benefits expire. Takeaways:

In this final episode of the five part series on cleaning up the Dentrix database, Dayna Johnson discusses the importance of maintaining accurate and up-to-date treatment plans. She emphasizes the roles of both the clinical and admin teams in this process, providing strategies for empowering the admin team to manage outdated treatment plans effectively. The conversation highlights the need for clear communication and collaboration between teams to ensure patient data is current and relevant, ultimately improving case acceptance and practice efficiency. Takeaways: ➡️Cleaning up treatment plans requires careful consideration and research. ➡️The clinical team plays a crucial role in maintaining treatment accuracy. ➡️Empowering the admin team can streamline the cleanup process. ➡️Outdated treatment plans can lead to lost revenue. ➡️Clear communication between clinical and admin teams is essential. ➡️Regularly updating treatment plan fees is important for practice profitability. ➡️Rejecting outdated treatment plans can prompt necessary re-treatment planning. ➡️Utilizing the treatment manager report helps track unscheduled treatments. ➡️Establishing rules for treatment plan age can aid in management. ➡️Continuous education and collaboration can enhance team performance. Chapters: 00:00 Cleaning Up Treatment Plans 08:38 Empowering the Admin Team 15:49 Final Thoughts and Next Steps Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson discusses the importance of cleaning up insurance records in Dentrix, a dental practice management software. She emphasizes the common challenges faced by dental teams regarding insurance management, including the frequent changes in patient insurance and the potential for duplicate entries. Dayna provides practical tips for effectively searching for insurance plans, maintaining consistency in naming conventions, and cleaning up duplicates to streamline the insurance database. She concludes by offering resources for further learning and support in mastering Dentrix. Takeaways: ➡️Insurance management is a significant pain point for dental practices. ➡️Always perform at least three searches before adding a new insurance plan. ➡️Using group plan names can help differentiate between similar plans. ➡️Consistency in naming insurance carriers is crucial for database management. ➡️Joining plans can help eliminate duplicates in the insurance database. ➡️Mark inactive plans with Z's to avoid confusion. ➡️Purging insurance plans can help clean up the database but may lose historical data. ➡️Maintaining a history of claims is important for reference. ➡️Resources are available for deeper learning about Dentrix. ➡️Support is available for practices looking to improve their efficiency. Chapters: 00:00 Introduction to Dentrix Fall Cleanup Series 01:27 Navigating Insurance Challenges 10:07 Cleaning Up Insurance Duplicates 16:20 Conclusion and Further Resources Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call Rate, Share, and Review this podcast ⭐⭐⭐⭐⭐

In this conversation, Dayna Johnson and Cheryl McKenna discuss the topic of passing on credit card fees to patients in dental practices. They explore the history and recent growth of this practice, the potential financial implications for both the practice and the credit card processor, and the rules and compliance requirements for implementing fee passing programs. They emphasize the importance of considering the impact on patient satisfaction and the potential for negative reviews. Takeaways:

In this episode, Dayna Johnson discusses how to clean up duplicate medications, medical conditions, and allergies in the health history module of Dentrix. She explains that the only way to delete a medication or medical condition is if it is not attached to a patient, otherwise, it needs to be inactivated. Dayna also highlights the common causes of duplicate entries, such as syncing data from Dentrix questionnaires and not properly checking for existing entries. She emphasizes the importance of training the team to prevent these issues and suggests dedicating time to regularly clean up the lists. Takeaways: ➡️To clean up duplicate medications, medical conditions, and allergies in Dentrix, inactivate the entries that are attached to patients but remove them from the active list. ➡️The health history module in Dentrix does not allow for replacements, so if you want to change a medical condition, you need to manually remove the old one and add the new one. ➡️The most common cause of duplicate entries is syncing data from Dentrix questionnaires without proper training, resulting in misspelled or duplicate entries. ➡️To prevent duplicate entries, train your team on how to properly sync data from Dentrix questionnaires and encourage them to check for existing entries before adding new ones. ➡️Regularly dedicate time to clean up the health history module to ensure accurate and up-to-date data. Chapters: 00:00 Introduction and Overview 00:57 Cleaning Up Duplicate Medications 03:45 Inactivating Medications and Patient Reported Medications 06:14 Cleaning Up Duplicate Medical Conditions 08:26 The Impact of Dentrix Questionnaires 10:51 Preventing Duplicate Entries 12:42 Conclusion and Next Steps Book a call with Dayna today: https://calendly.com/dayna-johnson/discovery-call We would love a ⭐⭐⭐⭐⭐ Review if you found this episode informative and relevant.

In this episode, Dayna Johnson continues her series on fall cleanup in dental practices. She discusses the importance of cleaning up definitions, specifically adjustment types, payment types, and billing types. She explains how to remove unnecessary adjustment types and payment types, and the impact it has on the patient ledger history. Dayna also emphasizes the need for clear and specific adjustment types to facilitate better financial analysis. She encourages listeners to clean up their lists and provides realistic expectations for the time and effort involved. Takeaways: ➡️Cleaning up definitions in dental practice software is an important part of fall cleanup. ➡️Unnecessary adjustment types and payment types should be removed to keep the list clean and manageable. ➡️Changing definitions will impact the patient ledger history, so it's important to be aware of the changes. ➡️Clear and specific adjustment types facilitate better financial analysis. ➡️Cleaning up billing types is also important for categorizing patients. Chapters: 00:00 Introduction to Fall Cleanup in Dental Practices 02:01 Cleaning Up Adjustment Types and Payment Types 03:28 Impact of Changing Definitions on Patient Ledger History 09:52 Cleaning Up Adjustment Types and Payment Types (Continued) 12:10 The Importance of Clear and Specific Adjustment Types 14:36 Cleaning Up Billing Types for Categorizing Patients 16:51 Conclusion and Call to Action Share this episode with your friends and colleagues. We

In this episode, Dayna Johnson discusses the importance of cleaning up and maintaining accurate data in Dentrix. She focuses on inactivating providers and team members and explains the process and implications of doing so. Dayna provides tips and recommendations for replacing providers and team members, and highlights the importance of the primary provider field in reports and searches. She also mentions the need to have all computers out of Dentrix when inactivating team members. Overall, this episode serves as a guide for dental teams on what this process entails. Takeaways: ➡️Maintaining accurate and up-to-date data in Dentrix is crucial for dental practices. ➡️Inactivating providers and team members helps clean up the database and improve efficiency. ➡️When inactivating providers, it is important to replace them with another provider to ensure future appointments and treatment plans are properly assigned. ➡️The primary provider field in Dentrix is significant for filtering reports and searches. ➡️Inactivating team members requires all computers to be out of Dentrix, and it is recommended to replace them with another team member. ➡️Inactivating providers and team members does not change anything in the history of the database. Chapters: 00:00 Introduction: Importance of Clean Data in Dentrix 02:24 Chapter 1: Fall Cleanup - Inactivating Providers and Team Members 03:23 Chapter 2: Important Considerations when Inactivating Providers 07:10 Chapter 3: Replacing Providers and Team Members 09:30 Chapter 4: The Significance of the Primary Provider Field 17:32 Chapter 5: Managing Accounts Receivable and Time Clock Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call Rate, Review and Share our podcast ⭐⭐⭐⭐⭐

Hey there, friends! Today, I want to dive into a critical topic for dental practices—how to boost your cash flow. The reason I'm bringing this up is that I've had my fourth call this year from a dental practice where the doctor isn't getting paid. Just last week, I got a call from a doctor's wife. She was at home, juggling four kids, and trying to help with the practice's accounts receivable because they were struggling so much that her husband wasn't going to receive a paycheck. It's a situation that no practice owner should ever be in. The person who's dedicated their life to caring for patients shouldn't be the one left without pay. It's simply unacceptable. Chapters: 00:00 Introduction: Concerns about Doctors Not Receiving Paychecks 03:20 Chapter 1: Collecting Money on the Day of Service 07:09 Chapter 2: Improving Cash Flow with Daily Billing Statements 11:29 Chapter 3: Getting Paid Faster with Electronic Claims Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call Download free tip sheet: https://membership.novonee.com/increase-cash-flow

In this conversation, Dayna Johnson discusses the importance of reviewing practice numbers and goals at the end of the month. She emphasizes the need to track production goals, new patient goals, patient retention goals, and case acceptance goals. Dayna recommends using the Practice Advisor report in Dentrix to review practice numbers and benchmarks. She also highlights the significance of data-driven decision-making and suggests seeking additional resources and training to optimize software and improve team performance. Chapters 00:00 Introduction and Overview 03:49 Reviewing Last Month's Performance 07:28 Using the Practice Advisor Report 11:17 Setting Benchmarks and Goals 14:08 Improving Below-Benchmark Numbers 16:00 Conclusion and Next Steps Book a call with Dayna today: https://calendly.com/dayna-johnson/discovery-call Rate, Review and Share this episode with your peers!

Setting goals, monitoring progress, and having a team process are essential for running a successful dental practice. Goals provide direction and help achieve a thriving and profitable business. They enable the practice to provide better patient care, offer competitive advantages for hiring and retaining team members, and afford additional benefits. While goal setting requires effort, it is necessary for success. Monitoring goals can be done through the appointment book, daily huddle reports, and Dentrix Reports module. Tracking and forecasting production goals are crucial for managing and running a small business. Takeaways: ➡️ Setting goals and monitoring progress are essential for running a successful dental practice. ➡️ Goals provide direction and help achieve a thriving and profitable business. ➡️ Monitoring goals can be done through the appointment book, daily huddle reports, and Dentrix Reports module. ➡️ Tracking and forecasting production goals are crucial for managing and running a small business. Chapters: 00:00 The Importance of Setting Goals and Monitoring Progress 02:54 How Goals Drive Success and Profitability 04:44 Tools for Monitoring and Tracking Production Goals 11:26 The Role of Goals in Managing and Running a Small Business Help us reach more Dentrix users by sharing this podcast with your colleagues. We love ⭐⭐⭐⭐⭐ Reviews!

In this conversation, Dayna Johnson discusses the importance of setting goals for a dental practice and how to enter those goals into Dentrix. She emphasizes the need for a productive schedule and daily production goals for each provider. Johnson explains that goals should be based on overhead and total compensation, and that they should be entered into the computer for tracking and analysis. She also highlights the benefits of forecasting and strategic scheduling to help reach practice goals. Takeaways:

"There is a hierarchy in setting up your Dentrix appointment book. It is important both for the visual aspect and also getting accurate data analytics" ~ Dayna Johnson, Dentrix trainer and workflow expert. In this conversation, Dayna Johnson discusses the importance of mapping out your schedule in order to give your team a roadmap for success. She explains how to set up your appointment book in Dentrix to ensure accurate analytics and visual aspects. Dayna goes through the hierarchy of appointment book setup, including global default settings, practice schedule, provider setup, and operatory setup. She also discusses workstation-specific settings, such as views. By properly setting up your appointment book, you can make data-driven decisions and improve the efficiency of your practice. Chapters

In this episode, Sophia Dunkley discusses the importance of case acceptance and treatment planning in the dental industry. She emphasizes the transformative power of human connection and the role it plays in case acceptance. Sophia highlights three paramount systems: mastering case acceptance for increased profitability, effective communication and phone etiquette, and developing innovative approaches to team collaboration and empowerment. She stresses the need for proper verbal skills and training in answering phones, as well as creating a safe and empowering work environment for the team. Sophia encourages dental practices to focus on team collaboration and to have fun at work. Takeaways: ➡️ Case acceptance is the nucleus of a dental practice and plays a crucial role in increasing profitability. ➡️ Effective communication and phone etiquette are essential in supporting case acceptance. ➡️ Proper verbal skills and training are necessary for answering phones and addressing patient inquiries. ➡️ Team collaboration and empowerment create a safe and motivating work environment. ➡️ Having fun at work and finding passion in what you do can reduce stress and improve job satisfaction. Sophia Dunkley's impact on the dental industry is remarkable. With over 25 years of dedication, she has redefined dental office culture, infusing them with a spirit of fun and empowerment. Her unique approach to case acceptance and treatment planning, emphasizing the transformative power of human connections, has made her a sought-after dental coach, consultant, speaker, and dental implant arch sales coach/trainer. Her process brings results with increased revenues and profitability. Sophia skillfully navigates patients from indecision to positive decision-making, a testament to her methodology and passion. Reach out to Sophia directly at: https://thepracticenavigator.com/ Share this episode with your colleagues We

Dayna Johnson deep dives into the power of the Dentrix Perfect Day scheduling and the importance of scheduling in advance. She emphasizes the need for dental practices to design their own schedules based on their goals and preferences. Johnson introduces the concept of Perfect Day Scheduling, which provides a roadmap for the team to follow and helps them reach their production and new patient goals. She also highlights the importance of involving the team in the planning process to ensure successful execution. Overall, the episode provides valuable insights and strategies for designing an effective schedule. Takeaways: ➡️ Annual planning is crucial for dental practices to map out their schedules in advance. ➡️ Designing a schedule that aligns with practice goals and preferences is essential. ➡️ Perfect Day Scheduling provides a roadmap for the team to follow and ensures productivity and efficiency. ➡️ Involving the team in the planning process increases their engagement and success in executing the schedule. If you want Dayna's help in creating your ideal day, book a call with her today: https://calendly.com/dayna-johnson/discovery-call We would love a ⭐⭐⭐⭐⭐ review of our podcast so more people can find out information. Thank you

In today's episode, Claire Dickinson and I dive into the critical topics of annual planning, the rising potential of AI in dental practices, and the undeniable benefits of outsourcing. Our conversation began with the importance of scheduling the annual planning sessions mid-year. This approach allows us to set clear goals, determine efficient schedules, and make accurate financial projections for the upcoming year. It's a proactive strategy that ensures we are prepared and can hit the ground running as the new year begins. Takeaways: ➡️ Schedule annual planning sessions mid-year to set goals, determine schedules, and make financial projections for the upcoming year. ➡️ Consider the potential applications of AI in tasks such as insurance verification, clinical note documentation, and fee schedule comparison. ➡️Outsourcing certain administrative tasks to specialized companies can improve efficiency and reduce costs. ➡️ Maintain a focus on patient relationships and personalized care while leveraging AI and outsourcing. ➡️ Regularly review and analyze practice numbers to ensure accountability and success. Contact Claire directly at: clairebdickinson@gmail.com Give our podcast a ⭐⭐⭐⭐⭐ review so more people can find our resources. Become a Dentrix Superuser: https://membership.novonee.com/membership-offers Book a call with Dayna at: https://calendly.com/dayna-johnson/discovery-call