Seminars by Lois

Download a copy of Lois' speaking biography.

No Games! Manage Insurance and Accounts Receivables…Your Way

Are your accounts receivables out of control? Does your insurance claims report weigh more than your desk? Learn to develop proven systems to track A/R more effectively. Follow up on past due claims more efficiently without creating undue stress! Let us help you devise systems for collecting that won’t generate any negative impressions with your patients.

What you will learn:

  • Communication Skills
  • Identifying Personality Types
  • Narratives & Other Secrets
  • Producing The Reports
  • Tracking Claims & Accounts Receivable
  • Making Collection Calls

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Build Your Practice with Paid-For Dentistry

How many excuses can a patient give when you're trying to make financial arrangements?

You know the frustrations. Dental practices unknowingly allow the patient to control financial negotiations. Together, we will establish appropriate financial arrangement guidelines using third party financing, insurance re-imbursement, and cash payments. Your office is unique! You should have flexible payment plans to help patients accept their needed dentistry. We will uncover the mysteries of patient financing, as well as design foolproof financial policies.

What you will learn:

  • How to Say.. What you Say
  • Establishing Systems and Protocols
  • What to do When Patients Don't Pay
  • A Team Effort-Roles in the Practice
  • Creative Financing

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Billing and Reimbursement Strategies that Work

Nothing is more confusing than trying to sort through the maze of proper billing, coding, and reimbursement procedures. Learn the proven techniques for writing a detailed narrative, documenting in the patient's chart, and using dental coding systems to maximize reimbursement for your patients. Develop the key communication techniques that win with insurance companies.

What you will learn:

  • The Employee Dental Benefit Book
  • Effective Reimbursement Techniques
  • Narratives and Other Secrets
  • The Claim Form
  • Communication Techniques
  • Insurance Company Strategies
  • Heading Off Legal & Malpractice Issues

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The Secrets of Total Team Scheduling

Learn the secrets of effective Total Team Scheduling. It's not as simple as it sounds. Last minute cancellations, procedures that take longer than expected, grumpy patients in the reception room, and cranky employees can make for long, inefficient days in the office. Good scheduling guarantees happier doctors, team members, and patients. When everyone is happy, you end up with a healthier bottom line.

What you will learn:

  • Secrets to Communication
  • Effective Scheduling
  • The Role of the Team
  • Reduce Cancellations & No Shows
  • Continuing Care - Avoiding the Pitfalls
  • Setting Realistic Goals
  • Personality Types - Identifying Hot Buttons
  • Treatment Planning and Consultations
  • Creating a Quality Experience
  • Internal Marketing

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Office Management for a Happier, More Profitable Practice

Do you have written systems for practice management in your office? Are you consistently frustrated by your numbers? Do you know what numbers to track in your practice? Does your dental team know and share in your goals?

You must answers these questions to establish a thriving, more profitable practice. You will learn how to monitor your practice effectively through proven systems, streamlined scheduling, successful communications and internal marketing strategies. Watch the magic happen within your dental team!       

What you will learn:

  • Maximizing & Streaming Insurance Reimbursement
  • HIPAA: How & Why it affects your dental practice
  • Collecting from Past Due Accounts Quickly
  • Streaming Scheduling for Greater Profit
  • Marketing Your Services More Effectively
  • Communicating With Patients, Office Staff & Insurance Companies
  • Effective Treatment Planning & Consultation Techniques
  • Effective Management Systems

                                                                        

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Dealing with Difficult Patients…or How to Turn Lemons into Lemonade

We designed this seminar to address the many challenges in dealing with difficult patients. Together, we will embark on a journey to pinpoint the people and situations that create the most stressful part of a dental practice. Identifying challenging patients is easy; but turning them into great patients who rave about your practice is quite another story. You will be glad you did!

What you will learn:

  • Identifying the difficult patient
  • Written protocols and systems
  • Re-training the difficult patient
  • Knowing when and how to release a patient
  • Team involvement
  • Hidden traits of a difficult patient...fear, anxiety, etc.

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Anatomy of a Winning Team…A Recipe for Success

This seminar is designed to identify team challenges in attitudes and work performance. We will identify the obvious and hidden symptoms to look for in an unhappy or underappreciated team and doctor. The concrete, positive solutions offered in this course will re-motivate and re-energize your entire group.

What you will learn:

  • Creating contagious positive attitudes
  • Simplifying systems and protocols for team development.
  • Creating leaders within the team
  • Effective AM huddles and team meetings
  • Performance and salary review guidelines
  • Cross training for optimal performance

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Diagnosis... Treatment Plan... Paid for Dentistry???

If you’ve ever experienced the myriad of excuses when attempting financial arrangements for your patients, you know the frustrations! In this “hands-on” training, I will help your office design appropriate financial arrangement guidelines taking into consideration 3rd party financing, insurance re-imbursement, and those wonderful cash paying patients. We will uncover the mysteries surrounding this complex issue as well as designing “fool proof” financial guidelines.

What you will learn:

  • Presenting the Fee
  • Designing "patient friendly" treatment plans
  • Making mistake proof financial arrangements
  • Fool proof financial guidelines
  • Inform before you perform
  • Creating a total team effort

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Getting the Dollar$ Off the Books and Into the Bank!

Are your accounts receivables out of control?  Does your insurance claims report weigh more than your desk?  Learn to develop proven systems to track A/R more effectively and follow up on past due claims more efficiently without stressing yourself to the max.  Design systems for collecting from patients without being perceived as the “bad guy”.

What you will learn:

  • Dissecting the reports
  • Tracking Insurance claims
  • Follow-up on accounts receivables
  • Sending statements
  • Learn the federal and state collection laws
  • Prevent "collections harassment"
  • Collecting at the time of service

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Goof Proof Claims... Don't Commit Fraud!

Nothing is more confusing than trying to sort through the maze of proper billing, coding and reimbursement procedures.  Learn the proven techniques for writing a detailed narrative, documenting
in the patient’s chart, how to use the dental coding systems to maximize reimbursement for your patients and reduce fraud potential.  Develop key communication techniques when dealing with insurance companies.

What you will learn:

  • Utilizing the Patient Benefit Book
  • Billing claims correctly
  • Writing an "obnoxiously detailed" narrative
  • Helping the patient own their benefit
  • Dealing with insurance companies
  • Addressing tough insurance issues
  • Documentation techniques

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