Continuing Dental Education

CE1813: The Business of Dentistry and Winning at Insurance Game

Kim McCleskey and Leah Lochner, Avitus Dental Group

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Course Description:
The Business of Dentistry: Creating financial accountability systems and processes for the dental practice

This practice financial accountability training will give you the tools and processes needed to facilitate a monthly financial meeting showing that all three software systems, your practice management software and QuickBooks are unanimously reconciled. This system will ensure your patient accounts are correct and that all receivables are accounted for. It’s also our best tool to prevent or catch embezzlement. In addition, we will create a road map of overhead expenditures and projected income, which will allow you to know the exact costs to operate your practice each month and, of course your projected cash flow.

  • Daily bank deposit structure, how to write up EFTs, Insurance payments received in the mail and over the counter payments
  • Care Credit Audit instructions
  • Credit Card Audit instructions
  • Patient and Insurance Refund Request forms and Audit processes
  • Create Business Projections of Estimate Monthly Expenses and Profitability
  • End of day recap – Ensures accuracy in daily claims submission. Folder and instructions for owner doctor: includes Daysheet, Bank Deposit, EOB’s, PT and Ins Refund Requests forms. All other providers to review their day sheet accuracy.
  • Running Audit reports, basic and detailed P&L after statement has been reconciled to complete practice reconciliation and financial closure for the previous month.

Other topics and materials to be explored:

  • Reconciling your dental software to QuickBooks and the bank:  This process is imperative to insure complete accuracy and accountability with vendors, insurance reimbursement and patient’s accounts.
  • Checklist of items needed to facilitate monthly financial meeting, includes a manager’s monthly accountability worksheet:  Accountability required from the office manager and the bookkeeper to provide reports showing that all key categories are reconciled and provide expatiations for KPI’s
  • Overview of reading your P&L (Profit and Loss):  We provide a sample chart of accounts that will help you to evaluate your business at a glance. We will speak on industry standards for overhead expenditures and make suggestions to reduce your overall expenditures. You will have a better understanding of where your numbers should be based on your monthly collections.

Winning at the Insurance Game

  • Proper Coding:  You will be able to implement systems for all providers by accountability of verifying end of day sheets. You will know how to flag and train your team on how to look for and bill the “problem codes”, and you will take away some ins and outs of the dental/medical cross coding and how it is slowly inching its way into the dental industry. You can begin to prepare your practice for the future and how the medical world will intertwine with the dental.
  • Financial Accountability:  You will be able to understand and set up strict systems for insurance verifications and re-verifications. We will show you how to implement strong systems in your practice and with your team on how and when to work the aging reports giving you faster reimbursement. You will be able to take away key elements of how accurate and detailed documentation can eliminate claim errors and rejections, and keep you away from any potential insurance fraud.
  • The Game:  You will be able to implement systems for your practice and your team on how and when to appeal claim denials, knowing how exactly the insurance works and how to work it to your favor. You will be able to better manage and choose which insurance carrier is right for your practice and your patients.


Kim McCleskeyKim McCleskey is a dental practice consultant with over 25 years of experience administering and leading large dental practices. She is a certified Professional Business Coach, member of The Academy of Dental Management Consultant and Fellow with the American Association of Dental Office Managers. Kim has managed individual practices as a Practice Administrator and overseen multiple practices as Director of Operations. Kim specializes in practice management, strategic business planning, leadership coaching, team development, and acquisitions.

Leah LochnerLeah Lochner is a supervisor of Avitus Dental Virtual Dental Billing and has over 26 years setting systems and leading dental practices. She is a graduate of The Dale Carnegie Course, and has advanced her career through continuing education within the dental field. Leah has managed individual practices, corporate practices, and the Faculty Practice at the University of Colorado, School of Dental Medicine. She has held the positions of Business Manager, Practice Administrator, Regional Manager, and Operations Manager. Leah specializes in creating and implementing dental operating systems, creating and leading training programs, and the dental revenue cycle.


  • Kim McCleskey and Leah Lochner work with Avitus Dental Group. They have no other relevant financial relationships to disclose.
  • The staff of the University of Washington Office of Continuing Dental Education have no relevant financial relationships to disclose.

Course Logistics

Friday, November 16, 2018

The Mountaineers Club
7700 Sand Point Way NE
Seattle, WA 98115

This course is designed for dentists, hygienists, dental assistants and office staff.

Download Course Application Form
Register Online (available until the Wednesday before the course).

Registration and Continental Breakfast: 8:00am – 8:30am
Course: 8:30am – 4:30pm

TUITION – price includes lunch:
Until November 14, 2018 (after, $25 more)
$189/Hygienist, Dental Assistant, Office Staff
$260/Current Dental Alumni Member

* This course is eligible for a 10% tuition discount if you are a current member of the UW Dental Alumni Association.

7 hours

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The University of Washington is an ADA CERP Recognized Provider.
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

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The University of Washington is a member of the Association for Continuing Dental Education.

University of Washington designates this activity for 7 continuing education credits.