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D e n t r i x

Revenue Cycle Management Solution Showcase

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Speaker Disclosure

Brad Royer has been paid an honorarium by Henry Schein One to teach a continuing dental education session at this conference.

David Stones is an employee of Henry Schein One.

This course is sponsored by Veradigm (Booth 4 in the Solutions Pavilion).

Revenue Cycle Management is how an organization handles the finances and processes associated with

different steps of patient care from start to finish

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Patient receives the statementDecember

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2341 days after treatment!

Days between providing treatment and sending a statement?

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Collections drop to 75%

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You can verify the eligibility for a new patient with eCentral Insurance Manager

Brent Crosby 04/25/2014 01/15/1974 100001 CIGNA Eligible

Eligibility Verification11

Advantages

• Reduces phone calls to insurance carriers

• Allows you to focus on specific patients

• Helps prepare team for treatment plan discussions

• Improves ability to estimate patient portion

Eligibility Verification12

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Things your possibly doing or thinking about…

Method of paymentRequesting payment

Splitting payments between providers

Splitting payments between family members

Voiding a credit card payment

Making adjustments to payments

Taking credit card information for future usage

Refunding a credit card paymentsTaking a credit card payment over the phone

Filling out the 284 question PCI SAQ

PCI compliance

Payment security

Ledger reconciliation

To collect payment or not

Crediting an account

Sending a patient to collections

Collecting post ERA/eEOB balance from patient

Which payment types to offer

To accept American Express or not

Understanding credit card statements

Patient being reticent in paying until insurance has paid

Patients hesitant to pay until all cases of a treatment plan are completed

Providing walkout statements When to bill The dreaded monthly statement assembly line

Reprinting receipts

Printing out, getting signed and storing payment agreements

Request by patient to pay via Apple/Google pay

Verifying and sending statement to correct address

Ordering printing supplies for monthly statement run

Managing patient accounts payable

Payment securityPayment transaction security

Patient card information security

Filling out the attestation of validation

Figuring out how to contact a patient for payment

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• Good: Satisfactory

• Better: Higher standard

• Best: Highest quality

• Focus…

• Best practices

• Security

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Good | Better | Best …

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All this can be overwhelming … so lets dive in

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Offer as many payment options as possible…

When it comes to cards… take them all

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No matter what you do … make sure everything is secure

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• You must be PCI DSS compliant

• It doesn’t have to be scary

• You can do this

…And since you will take credit cards…

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• The PCI Security Standards

• Maintaining payment security is required for all entities that store, process or transmit cardholder data.

• How to Secure

• Following guidance in the PCI Data Security Standard helps keep your cyber defenses primed against attacks aimed at stealing cardholder data.

• Assessing the Security of Your Cardholder Data

• The Self-Assessment Questionnaire includes a series of questions for each applicable PCI Data Security Standard requirement.

• https://www.pcisecuritystandards.org/pci_security/

PCI DSS…

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• PCI – Payment Card Industry

• DSS – Data Security Standard

• SAQ – Self Assessment Questionnaire

• SAQ-D (12 sections and 284 questions) … or if on a compliant integrated device…

• SAQ-P2PE (4 sections and 19 questions)

• AOC – Attestation of Compliance

• PCI DSS Security Standards Council

• Global forum for the ongoing development, enhancement, storage, dissemination and implementation of security standards for account data protection.

PCI DSS Security Standards Council…

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• Writing down credit card information

• Storing credit card information on a computer

• Un-secure network including wi-fi

• Use of non P2PE payment devices

• Physical office security

• Lack of security policies and procedures

Things that can trigger PCI non-compliance…

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• Monetary fines from $10 to $1k or more per month for non-compliance

• Data breach

• Forensic audit costs/penalties up to $117k per instance

• Payment brand restrictions up to inability to process cards

• Reputation of business with 60% going out of business

• Additional compliance requirements if fail due to breach

Penalties for being PCI non-compliant…

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• Verify your PCI compliance

• Do not store credit card information

• Check into breach coverage

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• Load payment window

• Select payment type

• Enter in payment

Enter in all payments from within the Ledger…

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• All through the Ledger

• Either manually

• Or via the transaction

Since you take payments you will have adjustments…

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Save credit card at time of payment or separately

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Payment Agreements: Attaching saved credit cards

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Payment Agreements due notification

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Payment Agreements review and process

• Take payments at time of service

• Save cards for future use

• Look into how you void and refund

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Powering Dentrix integrated patient financing

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Powering Dentrix integrated credit card payments

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Time of service payments should be as convenient as possible coupled with reduced PCI scope, freeing up time for high value tasks such as…

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eClaims &Attachments

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Claim Submission43

Claim Submission44

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“On a typical day, I would say I spent at least 30-60 minutes more per day to send claims versus Dentrix eServices.”

Nelly LizarrageProspect Dental Care

“Switching to eClaims provided a more efficient work flow and speeded up our electronic claims submissions.”

Martin Jablow DMDGreen Street Dental

Claim Submission

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Advantages

• Streamlines claim submission process

• Allows attachments to be added directly from Dentrix

• Delivers the claim with the attachment

• Eliminates double-entry of claim corrections

• Allows you to adjudicate Metlife claims in real time

• Allows you to send all your claims electronically

• Connects you to more payers electronically

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Claim Tracking

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You can search for a submitted claim directly from eCentral Insurance Manager

Advantages

• Reduces calls to insurance carriers

• Allows you to track claims from inception to reimbursement

• Improves your ability to manage outstanding claims

• Provides a powerful tool for reducing aging balances

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eEOB

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Electronic EOB

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Advantages

• Reduces manual data entry

• Streamline insurance claim reconciliation

• Speed up patient billing and secondary claim submission

• Improve accounts receivable accuracy

Electronic EOB53

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eAssist – Dental Billing

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Unitas – PPO Negotiation

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Electronic Billing: Mail or email

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Review & process address corrections

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Electronic Statements: Deliver by email

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Electronic Statements: Deliver by email

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Electronic Statements: Deliver link by email

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Electronic Statements: View statement

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Electronic Statements: Deliver by email w/Pay Now

PAY NOW

*The link to view and pay your E-Statement is available until 07/11/2019

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Electronic Statements: Login-less patient payment

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Patient online payment written back to Ledger

• Send statements out constantly

• Stay on top of address changes

• Collect email addresses & birth dates

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Run Financial Reports: Deposit Slip

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Run Financial Reports: Daily Collections

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Credit Card Integrated Payment Reports: IQ

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• Review collections

• Reconcile transactions

• Be notified of charge backs

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