Division of Duties in a Dental Practice, Part 3: The Insurance Coordinator

Sandy Pardue, Division of Duties in a Dental Practice, Part 3: The Insurance Coordinator
Speaker: Sandy Pardue
CE Credits: 1.5
Format: PDF
This course details how to establish an effective insurance coordinator position in the dental practice. It includes the advantages to keeping insurance in-house versus outsourcing, a job description,...more
  • Released: 3/1/2021
  • Expiration Date: 6/30/2025
  • Review Date: 6/30/2022
CE Details
Credit Details
This electronically delivered self-instructional program is designated for 1.5 hours of CE credit by Farran Media.
AGD Code: 550.

There is no fee to view this course. There is a fee of $36 to take the exam and claim CE credits for this course.

Most patient issues in the practice are related to billing, which can cause low retention and are not good for the reputation of the practice. Because more Americans have access to insurance benefits than ever before, dental insurance is here to stay. Dealing with this service for your patients can be stressful if you don’t have the right processes in place and the right person managing it all. It’s possible to practice without accepting insurance policies, but you will be limiting your growth because patients expect you to file their insurance and help them understand their benefits. Some dentists have decided to outsource the insurance system to a third party to handle rather than confront it internally. Your goal should be to establish the insurance system as a service for your patients and consider it an opportunity to set your practice apart from others. Having an insurance coordinator who is trained on all processes and is available to and known by your patients is invaluable. Patients choose their dental practice based on their experiences more than the dentistry. Insurance processing is not something you can push aside; it is a key system, and having the right person in the job can change your practice and enhance patient experience.

Educational Objectives:
Upon completion of this course, you should be able to:
  • Create an insurance coordinator job description and checklist.
  • Hire or appoint the best person for the position.
  • Have better control over “insurance aging.”
  • Implement effective insurance systems.
  • Manage the insurance coordinator.
Description of Speaker:
Sandy Pardue is an author, practice-management consultant and an internationally recognized lecturer. For over 25 years, she has assisted hundreds of doctors with practice expansion and staff development. She is known for her comprehensive and interesting approach to dental office systems, and offers a refreshing point of view on how to make a dental practice more efficient and productive.

The author declares that she has a financial interest in consulting dental professionals in the subject matter she has written about.

CE Policies
American Dental Association (ADA), Continuing Education Recognition Program (CERP) provider
Farran Media is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to ADA CERP at https://ccepr.ada.org. For any questions, please contact Nareg Apelian, DMD, Director of Continuing Education at nareg@farranmedia.com.
American General Dentistry (AGD), Program Approval for Continuing Education (PACE) approved, FAGD / MAGD Credit Farran Media is a nationally approved PACE Program Provider by the Academy of General Dentistry. Approval does not imply acceptance by any regulatory authority or AGD endorsement. The current term of approval extends from 1/1/2023 to 12/31/2026. Provider ID# 304396
This activity meets the educational criteria required for verifiable Continuing Professional Development under the General Dental Council Lifelong Learning scheme and represents 1.5 hours of verifiable CPD.

Legal Disclaimer:
The CE provider (Farran Media) uses reasonable care in selecting and providing content that is accurate. The CE provider, however, does not independently verify the content or materials. The CE provider does not represent that the instructional materials are error-free or that the content or materials are comprehensive. Any opinions expressed in the materials are those of the author of the materials and not the CE provider. Completing one or more continuing education courses does not provide sufficient information to qualify the participant as an expert in the field related to the course topic or in any specific technique or procedure. The instructional materials are intended to supplement, but are not a substitute for, the knowledge, expertise, skill and judgment of a trained health care professional.

Continuing education credits issued for completion of online CE courses may not apply toward license renewal in all licensing jurisdictions. It is the responsibility of each registrant to verify the CE requirements of his/her licensing or regulatory agency.

State CE Requirements:
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CE Contact
For any questions, please contact Nareg Apelian, DMD, Director of Continuing Education at nareg@farranmedia.com
To reap the full benefits of this CE course, the presenters (Howie Horrocks and Mark Dilatush) have agreed to create a marketing plan specifically tailored to your practice and your specific market area. Having your marketing plan printed and open while you view the course material, will greatly individualize your learning experience.
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