Dental RCM Assessment

  • Dental RCM Assessment

    Reviewed by Dentrec

  • When you complete this assessment, you’ll receive a tailored results report.

    Please double-check that your email is entered correctly.

    If you don’t see your results within 30 minutes, reach out to us at hello@dentrec.com and we’ll be happy to assist.

  • Business Structure and Platforms

  • How many practices do you have?*
  • Do you bill under a group NPI number/Single Tax ID?*
  • Do you have multiple practice management software's?*
  • Have you transitioned from a previous practice management system within the past 12 months?*
  • Current Practice Management Software:*
  • Current Practice Management Software's: (Select all that apply)*
  • Are you enrolled in data backup services with Denticon via Azure?*

  • Accounting Team

  • Do you have an inhouse bookkeeper or controller?*
  • Current Accounting Software:*
  • Are bank feeds enabled in your accounting software?*

  • Current Banking Setup

  • Do you send insurance checks to a lockbox account?*
  • Do you use a dedicated (single) bank account for all Insurance Electronic Payments*
  • How often does your practice (or practices) go to the bank to make deposits?*
  • Does each practice have a check scanner for depositing patient checks?*
  • Do you CONSISTENTLY deposit Patient Cash and Patient Checks together (as in a single deposit)?
  • Do you prepare and deposit separate bank deposit slips for each day’s patient cash and checks, even if bank visits are less frequent?*
  • Do you combine cash or checks from multiple days into one deposit, or do you make separate bank deposits for each day’s cash or check collections?*
  • Credit Card Deposit Method*
  • Is patient cash ever used for petty cash purposes, or not deposited directly into the business bank account?*

  • Current RCM Setup:

  • What Clearinghouse do you use?*
  • Do you outsource claim postings?*
  • Do you have a centralized billing department that posts all insurance revenues?*
  • Do you use the auto posting ERA/835 files feature within your practice management software?*
  • Are you enrolled with any third party payer network such as Zelis or Echo? (Select all that apply)*
  • With Zelis - which payment service are you enrolled in
  • With Zelis, what is your deposit remittance set at gross or net? (Do payments come into your bank at the gross amount or the net amount after fees)
  • With Echo - which payment service are you enrolled in
  • Does the payer network selected in the previous question deposit payments at the gross amount or the net amount (after fees)*
  • When posting electronic insurance payments, do you include the document/reference number of the payment in your practice management system?*
  • Do you record insurance payments under a "billing" entity within your PMS? (opposed to in the practices level)*
  • Which of the following best represents how you determine when and which electronic insurance claim payments are posted into your practice management software.*
  • Do you receive any medicaid enhanced payments, hospital payments, capitation contractual payments or other payment that dont get post your PM?*
  • Do you record third party financing payments based on when you receive statements or based upon the day the deposit comes through the bank?*
  • Which best describes where you're at with posting insurance payments into your practice management software?*
  • Do you have access to all third party portals?*
  • Are there specific individuals responsible for handling and depositing cash and checks?*
  • Are there any security measures in place when handling cash or checks before depositing them?*