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Open Dental Daily Workflow in my LEAN PPO Dental Practice

Today I'm answering a question I received from one of our Dental Startup Academy readers, a doctor who's in his own practice with multiple front desk team members - who also happens to be using Open Dental as their Practice Management System. The doctor is asking if I can briefly go through my workflow from start to finish on how to prepare for patients that are scheduled and how to complete the day. If you’re part of the administrative team in a dental practice, or maybe you’re the doctor getting in to practice ownership - there’s no reason the things I discuss in this video wouldn’t be helpful in making your team more efficient. WHO AM I: I'm Nilay, a Dentist and a software developer living in NY. I work part time in my dental practice, which I started from scratch in 2013. I've been writing inconsistently (https://www.dentalstartupacademy.com) of my journey in my startup practice since 2015. I've recently taken interest in creating videos because I love talking about all things dental business related. In 2021, along with my brother (who's also a software developer), we launched our very own SaaS (Software as a Service)- Teamio! Teamio makes it easy for Open Dental practices to manage the day to day tasks for teams(https://teamio.app). Website: https://www.dentalstartupacademy.com 0:00 Open Dental Workflow Question from our reader 3:10 Appointment Confirmations 3:54 Patient Co-pays 6:47 Dental Insurance Verification 7:10 Patients on schedule coming in for work with PreAuth Approval on File 9:27 Keeping a Productive Schedule 11:04 Checking for Rejected / Kicked-back Claims 11:42 Pending PreAuthorizations 13:06 Patient Check-out Process 14:09 End of Day - Closing out the day 15:39 Outbound Efforts