Dental Billing and Revenue Cycle Management Checklist
Use this checklist to assess your dental practice’s billing and revenue cycle management processes.
Practice Name
*
Contact Person Full Name
*
First Name
Last Name
Contact Email Address
*
example@example.com
Contact Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Which of the following best describes your role?
*
Practice Owner/Manager
Billing Specialist
Front Desk/Reception
Other
Patient Intake and Registration Process
*
Rows
Completed
In Progress
Not Started
Patient demographic information collected accurately
1
2
3
Insurance details obtained and verified
4
5
6
Patient consent forms on file
7
8
9
Insurance Verification and Pre-Authorization
*
Rows
Completed
In Progress
Not Started
Eligibility checked before each visit
10
11
12
Pre-authorization obtained for necessary procedures
13
14
15
Benefits breakdown provided to patient
16
17
18
Claims Submission Process
*
Rows
Completed
In Progress
Not Started
Claims submitted within 24-48 hours of service
19
20
21
Claims reviewed for errors before submission
22
23
24
Supporting documentation attached as needed
25
26
27
Payment Posting and Reconciliation
*
Rows
Completed
In Progress
Not Started
Payments posted promptly upon receipt
28
29
30
Patient balances updated accurately
31
32
33
EOBs (Explanation of Benefits) reviewed and discrepancies addressed
34
35
36
Denial Management and Follow-Up
*
Rows
Completed
In Progress
Not Started
Denied claims analyzed for root cause
37
38
39
Appeals submitted when appropriate
40
41
42
Timely follow-up on outstanding claims
43
44
45
Reporting and Compliance
*
Rows
Completed
In Progress
Not Started
Regular financial reports generated and reviewed
46
47
48
Compliance with payer and regulatory requirements monitored
49
50
51
Staff trained on billing and compliance policies
52
53
54
Overall, how would you rate the effectiveness of your current dental billing and revenue cycle management process?
*
1
2
3
4
5
Additional Comments or Areas for Improvement
Submit Checklist
Should be Empty: