Making Your Future a Success

At B&B Revenue Management, we believe in sharing our expertise. Here, you'll find valuable free resources to help you decide if you need professional assistance. You might discover that our free advice is sufficient for your needs. However, if you decide you require our services, we are more than happy to conduct an assessment with your team. We will train your staff and collaborate on reports, ensuring they are confident in managing these tasks independently.

After our initial engagement, we guarantee ongoing support for a year at no additional charge. If your team has questions or needs a refresher via Zoom or phone call, we’ll be available. Our goal is to help your office achieve its objectives and empower your team to maintain progress without recurring costs for external help.

Unlike other companies that fix issues without training your staff, we focus on education to prevent future problems. If you choose to work with us, consider us part of your team. Explore the free resources below, and you may find you don’t need our services after all.

In a dental office, there are several important business administration reports that can help track all insurances and other forms of payment. Here are some of the key reports:

1. Insurance Aging Report: This report provides an overview of outstanding insurance claims, showing the age of each claim and the amount due from insurance companies. It helps monitor the status of insurance payments and follow up on any outstanding claims.

2. Payment Summary Report: This report summarizes all payments received from patients, insurance companies, and other sources. It includes details such as the payment date, amount, payment method, and the patient or insurance responsible for the payment.

3. Insurance Reconciliation Report: This report compares the payments received from insurance companies with the expected amount based on the claims submitted. It helps identify any discrepancies or underpayments, ensuring accurate reimbursement from insurance providers.

4. Aging Accounts Receivable Report: This report tracks outstanding patient balances categorized by the age of the debt. It helps identify overdue accounts and facilitates follow-up actions like sending reminders or initiating collections.

5. Production Report: This report provides an overview of the services performed by the dental office, including the number of procedures, their associated fees, and the provider who performed them. It helps monitor productivity and identify opportunities to optimize revenue generation.

6. Collection Report: This report tracks the total amount collected from patients and insurance companies within a specific period. It helps assess the effectiveness of the collection process and identifies any areas that require improvement.

These reports, when regularly pulled and reviewed, can provide valuable insights into the financial health of the dental office, track insurance reimbursements, monitor outstanding balances, and ensure proper management of payments and revenue.