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
Name*

First NameLast Name
Email*
example@example.com
What is the name of the business?*
How many practices do you have?*

OneMore than one
# of practices*
Do you bill under a group NPI number/Single Tax ID?*

YesNo
Do you have multiple practice management software's?*

YesNo
Have you transitioned from a previous practice management system within the past 12 months?*

YesNo
Current Practice Management Software:*

CarestackCurveDenticon (Planet DDS)DentrixDentrix AscendEaglesoftOpen DentalOther
Current Practice Management Software's: (Select all that apply)*

CarestackCurveDenticon (Planet DDS)DentrixDentrix AscendEaglesoftOpen DentalOther
Are you enrolled in data backup services with Denticon via Azure?*

YesNoI dont know
Accounting Team
Do you have an inhouse bookkeeper or controller?*

YesNo
Current Accounting Software:*

Sage IntacctQuickBooks DesktopQuickBooks OnlineXeroI would need to ask my accountantOther
Are bank feeds enabled in your accounting software?*

YesNoI would need to find out
Current Banking Setup
Do you send insurance checks to a lockbox account?*

YesNoI dont know
Do you use a dedicated (single) bank account for all Insurance Electronic Payments*

YesNo
How often does your practice (or practices) go to the bank to make deposits?*

DailyMore than once a weekWeeklyMonthlyNeverOther
Does each practice have a check scanner for depositing patient checks?*

YesNoVaries by practice
Do you CONSISTENTLY deposit Patient Cash and Patient Checks together (as in a single deposit)?

YesNo
Do you prepare and deposit separate bank deposit slips for each day’s patient cash and checks, even if bank visits are less frequent?*

YesNo
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?*

Combine multiple daysSeparate deposits
Credit Card Deposit Method*

Gross Deposits (Fees withdrawn separately)Net Deposits (Fees deducted before deposit)
Is patient cash ever used for petty cash purposes, or not deposited directly into the business bank account?*

YesNo
Current RCM Setup:
What Clearinghouse do you use?*

DentalXChangeVyneOptium (Formerly Change Healthcare)Im not sureOther
Do you outsource claim postings?*

YesNo
Who do you outsource claim postings with?*
Do you have a centralized billing department that posts all insurance revenues?*

YesNo - each office posts insurance independently
Do you use the auto posting ERA/835 files feature within your practice management software?*

YesNo - we manually record insurance electronic payments
Are you enrolled with any third party payer network such as Zelis or Echo? (Select all that apply)*

ZelisEchoNoOther
With Zelis - which payment service are you enrolled in

Virtual CardACH Payment PlusCheck Payments
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)

Gross DepositNet DepositCheck Payments
With Echo - which payment service are you enrolled in

Virtual CardDirect Payer
Does the payer network selected in the previous question deposit payments at the gross amount or the net amount (after fees)*

GrossNet
When posting electronic insurance payments, do you include the document/reference number of the payment in your practice management system?*

YesNo
Do you record insurance payments under a "billing" entity within your PMS? (opposed to in the practices level)*

YesNoIm not sure
Which of the following best represents how you determine when and which electronic insurance claim payments are posted into your practice management software.*

We record EFT payments based on when claims change to a paid status in the insurance portalsWe record EFT payments sporadicallyWe record EFT payments based on when they clear the bank
Do you receive any medicaid enhanced payments, hospital payments, capitation contractual payments or other payment that dont get post your PM?*

YesNoI dont know
Do you record third party financing payments based on when you receive statements or based upon the day the deposit comes through the bank?*

When statement arrivesWhen money is deposited into our bank accountWe don’t have third party financing.Other
Which best describes where you're at with posting insurance payments into your practice management software?*

Totally caught upMostly on trackA little behindPretty backed upWay behind
Do you have access to all third party portals?*

YesNo
Are there specific individuals responsible for handling and depositing cash and checks?*

YesNo
Are there any security measures in place when handling cash or checks before depositing them?*

YesNo
Any other policy or process that was not addressed in our questionnaire? Please explain below:
Score Current Practice Management Software
Score Document numbers into PMS
Score Accounting Software
Score Current Practice Management Softwares:
Score Post Elec. Insurance based on the banking deposit date
Score Zelis/Echo post at net
Score Credit cards post at net
Score Comingling Patient Cash and Checks
Score Single NPI and Decentralized Team
Score RCM Outsourced
Score Accountant Outsourced
Score Single NPI and Multiple Banks for EFT
Score Cash Handling
Score Payer Network Remittance
Score Lockbox
Score ERA Autopost
Score Single NPI and Multiple PMS
Score Single NPI and PMS Billing Entity
Score Total Score DSO Single NPI With Payer Network
Score Total Score DSO Single NPI With NO Payer Network
Score Total Score Single Site With Payer Network
Score Total Score Single Site

Dental RCM Assessment

Business Structure and Platforms

Accounting Team

Current Banking Setup

Current RCM Setup: