Billing Essentials for Managers

Collecting patient payments is important. If your team members are not asking patients for payment at the time of service and following up on unpaid balances, your practice will struggle with limited cash flow. To support your team, you need to set up your practice’s financial transaction defaults, oversee collection processes, and monitor key performance indicators.

In this course, you will learn how to perform essential Dentrix billing management tasks like setting up payment plans, generating financial reports, and viewing the Collections Manager List.

We recommend you also complete Billing Essentials for Teams so you can help your team members learn their Dentrix billing responsibilities.

Take a Test and Earn a Certificate

Take the billing test for managers to see what you know and how you can improve. When you pass the test, you’ll receive a certificate.

What Comes Next

Take Insurance Essentials for Managers, pass the test, and earn the certificate.

When you earn both the Billing and Insurance certificates, you’ll be awarded the Dentrix Financial Management Specialist certificate.

For more information about becoming a Dentrix specialist, visit www.Dentrix.com/Mastery.

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