dental insurance texas come in for their next appointments so
dental insurance texas I’ve seen it all over the board sherry what do you tell your clients or what do you talk about .
I shared a bit what do you say I say that if it’s a true credit and the patient overpaid the faster you refund the patient the better relationship you have
with the patient and the better trust you have with the patient if they find out that you’ve been holding bucks for six months you’re losing a patient yes the faster you refund
a legitimate credit balance the stronger your relationship is with that patient because you have to remember that what you if you hold that credit balance
what you have done is cut the credibility of your treatment coordinator and what I mean is your treatment coordinator has to present a treatment plan and an out-of-pocket portion to.
The patient and says we estimate your insurance pays this much and we estimate you pay this much it’s an estimate we did their best by gathering as much information from your insurance as possible and here’s what we
Think and we coach you all to get paid that estimated patient portion at the time of service but what if that estimate was off well are you gonna get that patient to .
Write you a check again the next time or their family or friends that go to you if you don’t say hey our estimate was off here’s the check so refunding legitimate credit balances is absolutely .
A key relationship builder to the patient it instills trust with the patient but many times when I am cleaning up accounts receivables credit balances are not legitimate so.
you have to before you cut the check which you should do quickly you have to review the account and you need to look at the EO B’s and look at
When the account was zero and and follow the track from zero to credit balance follow the EO B’s this is something you will hopefully your stuffs clean and it you are only looking at two or three transactions but one of the common things that
I see that creates a credit balance is fee schedules are entered and it’s calculated on adjusted production and then when the person posts a payment they post a second adjustment because there’s an adjustment listed on the EOB and they don’t