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Dec 05, 2024
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DEA 702 - Dental Office Procedures Credits: 2 Lecture Hours: 2 Lab Hours: 0 Practicum Hours: 0 Work Experience: 0 Course Type: Voc/Tech Covers the business aspects of the dental office: patient relations, appointment book management, financial records, telephone communications, credits and collections, dental insurance, tax records, supply and inventory systems. Prerequisite: 35 WPM keyboard skills and computer literacy Competencies
- Understand the role of a business office assistant in a dental setting.
- Understand the function and responsibilities of a business office assistant.
- Identify personal characteristics of a business office assistant.
- Discuss the concept of professionalisms as related to a business office assistant.
- Understand the legal responsibilities and ethics of a business office assistant.
- Understand the role/expectations of the business office assistant as it relates to other team members and patients.
- Understand the importance of oral communication within a dental office.
- Identify techniques used for effective oral communication.
- Understand and explain common barriers to communication with patients and team members.
- Explain the differences between verbal and non-verbal communication.
- Understand and explain basic rules of telephone etiquette and taking proper messages.
- Discuss barriers to effective telephone communication with patients.
- Demonstrate knowledge of basic written communication skills.
- Identify the characteristics of effective sentences and recognize common sentence errors.
- Demonstrate correct punctuation, spelling, numbers and grammar in written work.
- Incorporate dental and/or lay terminology when appropriate in written work.
- Demonstrate ability to write effective professional correspondence used in dental offices.
- Identify the basic rules/format of writing a business letter.
- Discuss methods, format and use of written communication within a dental office, between providers and with patients.
- Demonstrate the ability to write effective, professional correspondence.
- Demonstrates knowledge about patient development and maintenance systems.
- Explains purpose of continuing care/recall systems.
- Explain the strategies of common continuing care/recall programs.
- Describe different patient reminder methods.
- Demonstrate ability to properly address continuing care/recall card confirmation postcard.
- Demonstrate activation of continuing care system and make future appointment using Dentrix. (Comp 20)
- Understand the role and types of marketing used by dental practices.
- Demonstrates knowledge of appointment management.
- Discuss the role of the Business Office Assistant in appointment scheduling.
- Explain basic scheduling concepts and the information required when making a patient appointment.
- Understand common abbreviations used on the daily schedule and explain why they are used.
- Identify different types of patient appointments such as new, continuing care, returning and emergency and required considerations for each.
- Describe scheduling considerations for meeting patient needs and team preferences.
- Demonstrate ability to schedule patient appointments manually and using Dentrix. (Comp 20)
- Understand the dynamics of staff management within a dental office.
- Explain purpose and describe contents of an office policy and procedure manual.
- Understand the importance of team communication and common office strategies used.
- Understand the purpose of job descriptions.
- Describe common employee training, development, reviews and guidelines for employment.
- Discuss employee compensation in dental offices.
- Discuss concepts and types of payroll systems.
- Explain the purpose of payroll records, deduction and required forms.
- Understand patient records.
- Discuss common filing systems and steps required to ensure accurate filing.
- Understand the basic parts of a patient record and their purpose.
- Explain what active and inactive patient charts are and how they are stored in the dental office.
- Describe the process used for transferring patient information.
- Understand inventory control systems used within a dental office.
- Understand the differences between types of supplies.
- Discuss factors to be considered when ordering supplies.
- Explain purpose, difference and information included on an invoice and statement.
- Describe common inventory systems.
- Demonstrate ability to accurately complete an order form.
- Understand the role of overhead in the profitability of a practice.
- Discuss the importance of and strategies for controlling expenses in the dental office
- Understand basic concepts of dental insurance.
- Understand common dental insurance terminology.
- Discuss different types of dental insurance plans.
- Explain ADA code on Dental Procedures and Nomenclature.
- Demonstrates knowledge by preparing claim forms manually and using Dentrix. (Comp 20)
- Understand accounts receivable in a dental office.
- Understand key terms associated with accounts receivable.
- Understand common types of accounts receivable in a dental office.
- Explain basic concepts of bookkeeping such as charges, posting, adjustments, credits, balances.
- Understand common systems of statement production.
- Discuss common financial policy options in dentistry.
- Discuss common methods of collecting money owed to the dental office.
- Demonstrate creation of patient statement in Dentrix. (Comp 20)
- Demonstrate how to post patient payment to ledger in Dentrix. (Comp 20)
- Understand accounts payable in a dental office.
- Understand key terms associated with accounts payable.
- Describe categories of office expenses and types of accounts payable.
- Explain various forms of payment used in the dental office.
- Familiar with parts and types of a check.
- Understand employment strategies used in dentistry.
- Understands types of job opportunities available in the field of dentistry.
- Determine the best position based on personal preferences, strengths and weaknesses.
- Understand the dynamics of the process and documents required for applying for a job in the dental field.
- Demonstrate proficiency with Dentrix Dental Software.
- Develop appointment book matrix and schedule appointments using appointment management techniques.
- Demonstrate how to create new family files.
- Demonstrate ability to enter and/or change patient information.
- Demonstrate ability to enter primary and/or secondary insurance information.
- Demonstrate ability to chart patient’s previous dentistry, existing condition and treatment needs.
- Demonstrate scheduling patient appointments based on reatment needs.
- Demonstrate completing appointments and posting charges.
- Demonstrate creation of insurance claim form.
- Demonstrate how to process patient Explanation of Benefits (EOB).
- Demonstrate creation of patient statement.
- Demonstrate how to post patient payment to ledger.
- Demonstrate activation of continuing care system and make future appointment.
- Demonstrates proper use of medical alerts.
- Demonstrate tracking of referrals to and from the dental office.
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