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3 Things Every Office Manager Should Automate Today

Posted September 16, 2018 by Angela S.

Managing a dental office can be stressful and time consuming! What if there were 3 easy ways you could lower your daily stress, and also increase productivity, while saving you time? By simply automating a few daily tasks, you’ll give yourself some breathing room and see positive results for your practice.

Insurance Payments 

How much time during the day are you spending processing insurance payments: opening, reviewing, entering information, filing, and depositing?

Pay Insurance_ERA

Electronic Remittance Advice (ERA) is a quick and easy way to process your EOBs electronically. Claims submitted electronically are processed and adjudicated. Instead of sending you a paper EOB, an electronic remittance is sent to your office. Once received, it comes directly into your XLDent software and links to the associated claim automatically. Payment and adjustment (for contracted plans) values auto-populate from the ERA. Payments are typically sent electronically, in the form of an EFT (Electronic Funds Transfer), saving you the work of opening checks, preparing the deposit, and a trip to the bank. A huge benefit is ERAs are stored on each patient record so looking up a past remittance is just a click away.

All of this affords you cash flow increases, greater accuracy and speed, and quick, easy access. This simple solution will easily save you hours each week freeing you up to focus your time on other responsibilities, such as acquiring new patients.

Appointment Confirmations 

Just think of how many hours you could save each week if you had something that would do the confirming and reminders for upcoming appointments. Text messaging is the MOST used data service in the world, so why not take advantage of XLDent’s automated messaging service. People greatly value their time and taking that time to answer a phone call, or calling you back, may not be high on their priority list. By offering patient’s a convenient way to respond, via email or text message, shows that you value their time while also saving you time along the way. It’s very likely you’ll see a decrease in cancellations and no shows too!

Treatment Plans 

Open spots in the schedule are one of the most frustrating parts of the day. After a plan for treatment is recommended, a patient might easily get busy and forget to schedule it. You can quickly see all treatment plans laid out by the Doctor in XLDent’s Pending and Early List. This list allows you to view the patient, value, length of treatment, and date the treatment plan was presented, giving you all the information, you need to easily fill those open spots. Plus, you’re providing your patients great service knowing you care for their well-being. Have a one-hour spot to fill, or a specific type of treatment that would work best? Filters allow you to see just that. Simply drag the planned treatment off the list into the appointment column to schedule it!

Pending and Early ListWe understand your day is filled with a laundry list of things to do, and that list never seems to shrink. These are three easy and affordable ways that XLDent helps you focus your time so you are able to answer a new patients’ phone call, attend to the patient in front of you, budget office expenses, manage emails, handle payroll, and the many other duties you take care of on a daily basis.

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