Open Dental Daily Workflow in my LEAN PPO Dental Practice

Рет қаралды 8,284

Күн бұрын

Today I'm answering a question I received from one of our Dental Startup Academy readers, a doctor who's in his own practice with multiple front desk team members - who also happens to be using Open Dental as their Practice Management System.
The doctor is asking if I can briefly go through my workflow from start to finish on how to prepare for patients that are scheduled and how to complete the day.
If you’re part of the administrative team in a dental practice, or maybe you’re the doctor getting in to practice ownership - there’s no reason the things I discuss in this video wouldn’t be helpful in making your team more efficient.
WHO AM I:
I'm Nilay, a Dentist and a software developer living in NY. I work part time in my dental practice, which I started from scratch in 2013. I've been writing inconsistently (www.dentalstartupacademy.com) of my journey in my startup practice since 2015. I've recently taken interest in creating videos because I love talking about all things dental business related.
In 2021, along with my brother (who's also a software developer), we launched our very own SaaS (Software as a Service)- Teamio!
Teamio makes it easy for Open Dental practices to manage the day to day tasks for teams(teamio.app).
Website: www.dentalstartupacademy.com
0:00 Open Dental Workflow Question from our reader
3:10 Appointment Confirmations
3:54 Patient Co-pays
6:47 Dental Insurance Verification
7:10 Patients on schedule coming in for work with PreAuth Approval on File
9:27 Keeping a Productive Schedule
11:04 Checking for Rejected / Kicked-back Claims
11:42 Pending PreAuthorizations
13:06 Patient Check-out Process
14:09 End of Day - Closing out the day
15:39 Outbound Efforts

Пікірлер: 28

@monicaschein9753 Жыл бұрын

I am totally new to the dental world. Insurance is a beast I hope to conquer! Thanks for these videos. Could you please make a video on write-off vs. patient responsibility?

@nilaygshah Жыл бұрын

Thanks for tuning in Monica! I’ve added your request to list of videos to create!

@terrelldemetrisphotography 11 ай бұрын

Hands down gold content and channel thank you for the refreshers 🙏🏾

@nilaygshah 11 ай бұрын

Thank you for the feedback! More content on its way, so keep tuning in! 🙏

@voicebybeautyllc.117 Жыл бұрын

Excellent Dr.!

@nilaygshah Жыл бұрын

Thank you! Keep tuning in!

@proimpressionsmarketing 5 ай бұрын

Great video!

@Kraussette 9 ай бұрын

I have been a stay at home mom and finally am able to pursue my career which is in the dental field. I have an interview tomorrow morning and have been studying open dental, CDT codes etc your videos have been a HUGE help. Where are you ? I need more tips and guidance for insurance coordinating, ppo hmo etc!

@nilaygshah 9 ай бұрын

I’m glad you’re finding the info useful. I’m currently in process of recording more videos and will be releasing more content soon. Meanwhile, if you haven’t already make sure you’re subscribed to the Dental Startup Academy Newsletter to stay updated!

@apoorvpatel6286 Жыл бұрын

Great informative video. When you first open your practice. Did you start with 1 staff and doctor(yourself)? Assitant Managing both font and assistant side initially? If yes how for how long there was 1 staff. Also, new practice marketing video will be appreciated. Thanks again. Subscribed to channel.

@nilaygshah Жыл бұрын

Hey Apoorv! When I started, I started with one front desk and a clinical assistant. So it was three of us total - myself, front desk, and clinical assistant. Thank you for subscribing! I haven't done a video on it yet, but here are two detailed posts on marketing for a new practice! Here's a lengthy post on what I did when I started www.dentalstartupacademy.com/startup-dental-office-marketing/ Another post on Online Marketing for Dentists - Startup Marketing: Part II www.dentalstartupacademy.com/online-marketing-for-dentists/ I hope this was helpful! Keep tuning in, more content on the way! ps. Are you doing a startup? Have you started the process already?

@apoorvpatel6286 Жыл бұрын

@@nilaygshah yes. Almost about to open in couple weeks. Your website blog really helped me in process. A big thanks to you.🙏

@nilaygshah Жыл бұрын

@@apoorvpatel6286 Congrats! I'm glad the blog was helpful for you Make sure you're subscribed to the Dental Startup Academy email list as well, so you get updates. I'll be hosting an Open Dental webinar soon, I'll be sending updates via email! Best of luck to you!

@apoorvpatel6286 Жыл бұрын

@@nilaygshah I can't seem to find your original website now. Would you have your email to reach you directly for any questions related to practice. And how do I access your original website. Thanks Again

@nilaygshah Жыл бұрын

@@apoorvpatel6286 Thanks for letting me know. Email me at nilay@dentalstartupacademy.com. The website was being hosted on a shared server at hostgator.com, however, we've noticed in the last few months, increase in spam bots on our website. Today my entire website is taken over by spam, meaning, if someone types in the website url, it goes to spam. I'm restoring it to a previous date as we speak. We're in the process of moving it to my own private server, it should be done in few weeks. But for now feel free to email me directly, and I'll message you as soon as the website is up tonight! Thanks for the heads up!

@ItsWafflesFilms 9 ай бұрын

Hey Dr. Shah, I am in the process of opening a start up and wanted to know as a lean PPO office do you recommend starting there or accepting insurance/medicaid and trimmimg after flow increases?

@nilaygshah 9 ай бұрын

First of all, congratulations on starting your new journey of practice ownership! I can only tell you from experience of what I did in my practice when I started. I never took Medicaid, but I did accept some low paying insurances just to get on their lists. I accepted majority of ppos that were being utilized by patients in my area. As you move forward in your practice and grow the patient base, you will realize that some plans just aren’t worth to stay in network with, and at that point you can decide to opt out. Of course, you’ll need to consider the trade off - how many patients you’ll lose. But also consider the upside potential of increased collections, less headaches of dealing with the lower paying plans, etc. If I was in your position today, this is what I’d do: 1) research all offices in the 1-5 mile radius of your practice, and just make a list of all insurances they accept. You can get this list from the office websites. You’ll want to be enrolled in all of these. 2) when new patients call, they may ask if you’re enrolled in their plan which you or your receptionist may have not heard off. Don’t simply say no to the patient, just let the patient know their plan maybe part of the bigger plan you already accept but you can find out the info with a phone call and get back to them. 3) build up patient base and cash flow, when you’re busy evaluate which plan is the lowest paying one with the most headaches in terms of quality of patients and amount of work required for claims, etc.. then slowly start eliminating those plans. Hope this helps!

@poojavyas41 Жыл бұрын

Sir how to enter eob in software please share video

@Teachodontist 2 ай бұрын

I am getting started but not a fan of open dental. What’s your take on cloud based pms?

@nilaygshah 2 ай бұрын

Before you consider cloud based systems, you have to consider what it is you’re trying to achieve. Cost cannot be the only factor. Some cloud systems will cost you more than a server based system. Some assume that just because you go cloud, you can let go of your hired IT service company. I have never used a cloud system. But just speaking from experience of starting a practice from scratch and having started with Open Dental from the get go, I can tell you it was the best decision ever. Before dentistry, I was in software development. I’ve also worked with Dentrix (legacy, not Ascend/cloud) during my associateships. It was clunky and “heavy” and had monthly costs associated with it that just seemed ridiculously high as compared to Open Dental. For what I needed, Open Dental does everything and more. And its monthly service fees are optional as support isn’t required. So I pay zero for practice management system. But then there’s also the case of personal preference. Some people just prefer to go cloud. Hope this helps!

@Teachodontist 2 ай бұрын

@@nilaygshah It sure does! You are amazing, Nilay. Keep making such awesome videos. I would love to collab someday. :)

@shaw518 Жыл бұрын

Hi Dr. Shah, I have been studying at your Blog site for Dental startup academy. It is a great website with great resources and helps for me. Recently, I cannot open the site. Do you know what happened? Thank you !

@nilaygshah Жыл бұрын

Hi. Thanks so much for your feedback! I’m aware the website has been going down sporadically. It is up now since I restored it to an older late, but I’m in the process of moving it to a private server since it’s getting hacked. For now, you’ll def be able to access it today.

@shaw518 Жыл бұрын

@@nilaygshah Thank you so much Dr. Shah! Its working now.

@nilaygshah Жыл бұрын

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@yogeshsonkusare 5 ай бұрын

Hello, I'm working for a dental billing company, i want to start my own dental billing company, Do you need any help with dental billing, eligibility and AR follow-up??? Please let me know I'm looking for new clients 😊😊.