Dental Billing Health Checklist

Dental Billing Health Checklist
Is your billing system working for you or against you?
Take 5 minutes to review your billing workflow. Use this checklist to uncover where you may be losing revenue, wasting time, or creating bottlenecks — and get clarity on where to improve.
SA
by Shelbey Arevalo
 
Step 1: Insurance Verification
Verification Timing
Do you verify ALL patients' benefits 48–72 hours before their appointment?
Medical Insurance
Do you verify medical insurance when billing for sleep, TMD, or surgical services?
Standardized Process
Is your verification form standardized and filled out completely every time?
Coverage Limitations
Are frequency limitations, downgrades, and age restrictions clearly documented?
Step 2: Claims Submission
Timely Submission
Are claims submitted daily or within 24 hours of treatment?
Proper Documentation
Are proper attachments (X-rays, perio charting, narratives) included?
Updated Codes
Are CDT codes updated annually to avoid denials?
Electronic Claims
Do you routinely submit electronic claims with real-time tracking?
Step 3: Accounts Receivable (AR)
Weekly Follow-up
Do you track and follow up on outstanding claims weekly?
AR Aging Control
Is your AR aging report balanced and under control? (No more than 10% in 90+ days)
Documentation
Are write-offs and adjustments clearly documented and approved?
Patient Communication
Are patient balances communicated clearly and collected timely?
Step 4: Systems & Communication
Financial Policy
Do you have a clear financial policy signed by patients?
Defined Roles
Are team roles defined for billing, posting, and follow-up?
Specialized Training
Is your billing team trained in cross-coding and sleep medicine billing (if applicable)?
Regular Reviews
Do you conduct monthly billing reviews or reports?
Effective systems and clear communication are the foundation of successful dental billing operations. Ensuring your team understands their roles and responsibilities helps prevent errors and improves efficiency.
Step 5: Red Flags to Watch For
Frequent Denials
Claims repeatedly denied for 'missing info' or 'non-covered services'
Growing AR
Growing AR but flat production
Patient Confusion
Patients confused about their balances
Time Waste
Team spending excessive time chasing claims or calling insurance
Your Results
20+ boxes checked
Excellent work! Your billing systems are robust and efficient. A strategic tune-up could further optimize your revenue cycle and maximize profitability.
15–19 boxes checked
You've built a solid foundation, but targeted improvements could significantly enhance your collection rates and streamline your billing workflow.
10–14 boxes checked
Your practice is leaving money on the table. Address these billing gaps to reclaim lost revenue and reduce administrative headaches.
Fewer than 10 boxes checked
Critical billing issues need immediate attention. A comprehensive overhaul will transform your financial health and eliminate frustrating collection obstacles.
How Arevalo Elite Services Can Help
Recover Lost Revenue
As experts we identify missed billing opportunities and help you capture revenue that would otherwise be lost.
Streamline Your Billing Workflow
We'll help you implement efficient processes that reduce errors and speed up reimbursement.
Reduce Stress for Your Front Office
Let your team focus on patient care while we handle the complex billing challenges.
Ready for a Personalized Billing Audit?
Take the next step toward optimizing your dental practice's financial health. Our personalized billing audit will identify specific areas where your practice can improve its revenue cycle management.
We'll provide actionable recommendations tailored to your unique practice needs and challenges.
Don't let billing inefficiencies drain your practice's potential. Get expert help to maximize your reimbursements and streamline your processes.
Book Your Free Consultation
What to Expect
During your free consultation, we'll discuss your current billing challenges and identify potential areas for improvement.
No Obligation
Learn how we can help with no pressure or commitment required.
Expert Guidance
Speak directly with billing specialists who understand dental practice operations.
Schedule Your Free Billing Assessment Today
Take the first step toward optimizing your dental practice's financial health with our complimentary consultation.
Easy Scheduling
Book online or call us directly at (916) 269-9899 to find a time that works for you.
60 Minute Focused Session
We'll identify your biggest billing challenges and outline potential solutions specific to your practice.
No Obligation
Get valuable insights with absolutely no pressure or commitment required.
Our dental billing specialists are ready to help you maximize reimbursements and streamline your revenue cycle.
Don't let another day pass with inefficient billing processes impacting your bottom line.
👉 CLICK HERE TO BOOK YOUR CONSULTATION or call us at (916) 269-9899