More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

What happens when an important patient conversation never makes it into the dental record? Why do conversations that occur during checkout matter less than clinical notes? They don't and that's what your patient record is missing.

A canceled appointment or an insurance objection can reveal more than what's in the chart. Teresa Duncan explains why proper patient documentation matters for the entire dental team, especially when financial concerns, treatment decisions, and patient questions affect care decisions. Learn why financial notes are different - but not less important - than clinical notes. By documenting administrative conversations objectively, you can keep the entire office informed. This "communication of care" improves team communication, prevents important details from being overlooked, and helps protect your practice.

For additional guidance on dental record documentation, refer to the American Dental Association's resource, *Writing in the Dental Record*.

https://www.ada.org/resources/practice/practice-management/writing-in-the-dental-record

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Help your patients say yes to treatment with flexible financing options from CareCredit. Patients who are approved can pay over time, while your practice avoids the risks of managing in-house payment plans. Explore helpful resources, including a payment calculator, marketing toolkit, and more.

Learn more at: https://www.odysseymgmt.com/carecredit

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I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. US-based RCM company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/

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Synergy Dental Partners offers lower prices for your dental supplies and services

Link: https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.

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CareCredit has supported office managers and billing professionals for years. Their credit card offers flexible financing options, so patients can pay over time for their care, subject to credit approval. When money isn't the obstacle, patients say yes.

Find out more here: https://www.odysseymgmt.com/carecredit

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My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

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Visit odysseymgmt.com to check out my book, webinars and courses.

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**If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!**

YouTube: https://youtube.com/@odysseymgmt

#DentalPracticeManagement #DentalDocumentation #DentalOfficeManagement #PatientCommunication #DentalTeam

Q4 is not a sprint in December, it is a result of what happened months before. If you wait until October to fix performance, you've already lost momentum.

My friend Carrie Webber of Jameson Management is back to unpack why so many dental practices feel stuck heading into year end. Shrinking profit, rising overhead and salary pressure expose weak spots that get overlooked when the team is stretched. She focused on "inspecting what is expected," from phone skills that guide new patient decision-making to effective scheduling that gets people in the door.

Carrie explains why patient attrition quietly cancels new patient growth, why accounts receivable snowballs when systems are not managed intentionally, and why office managers need clear public support to coach the team with accountability. You won't want to miss this one - Carrie is as sharp as she is fun!

Connect with Carrie Webber

Instagram:

@CarrieWebberSpeaks

https://www.instagram.com/carriewebberspeaks/

@jameson_management

https://www.instagram.com/jameson_management/

LinkedIn:

Carrie Jameson Webber

https://www.linkedin.com/in/carriejamesonwebber

Facebook:

Jameson Management & Marketing

https://www.facebook.com/share/19UGhpzjPo/

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I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. US-based RCM company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/

-------------

Synergy Dental Partners offers lower prices for your dental supplies and services

Link: https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.

-------------

CareCredit has supported office managers and billing professionals for years. Their credit card offers flexible financing options, so patients can pay over time for their care, subject to credit approval. When money isn't the obstacle, patients say yes.

Find out more here: https://www.odysseymgmt.com/carecredit

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My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

-------------

Visit odysseymgmt.com to check out my book, webinars and courses.

-------------

**If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!**

YouTube: https://youtube.com/@odysseymgmt

#DentalPractice #PracticeManagement #DentalLeadership #DentalTeam #Dentistry

Can four numbers reveal the true health of your dental practice? In this takeover episode, Dental Revenue Network member Ashley Bond of Wisdom Dental Billing explains why your monthly metrics may matter more than your production goals. Think of these reports as clues to hidden revenue rather than regular tasks.

She explores the four key numbers that provide a clear picture of a practice's financial health: collection percentage, insurance accounts receivable over 90 days, patient accounts receivable, and adjustments. Drawing from years of experience in a family dental practice and working with practices across the country, Ashley explains why production alone does not guarantee profitability and why consistent collections are a real measure of success. You'll learn how delayed insurance claims affect patient payments and why regularly reviewing adjustments helps to catch errors and even identify signs of potential fraud. This takeover episode is full of practical strategies to get these systems started today.

Find your missing revenue and fix your systems. Schedule your complimentary practice analysis today! https://meetings.hubspot.com/colleen-salpini/book-time-with-the-wisdom-team?utm_medium=podcast&utm_source=kol&utm_campaign=teresa-podcast

Connect with Wisdom:

Email: info@withwisdom.com

Text "Demo" at 314-648-2663

Visit their website: https://www.withwisdom.com/

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I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/

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My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

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Practice Management Power Day is happening in Denver, Colorado, and it is built for leaders who want real results. Learn directly from top practice management experts and industry speakers who know what it takes to run a profitable, organized, high performing practice. The event will take place on Friday, September 25 at the Vivos Institute, located next to the Denver Airport. Register now at: https://practicemanagementpowerday.com Podcast listeners use NTMT100 for a $100 courtesy.

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Visit odysseymgmt.com to check out my book, webinars and courses.

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Don't forget to check out my other podcast Chew on This - A Dental Podcast!

**If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!**

YouTube: https://youtube.com/@odysseymgmt