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Practice Management for the Dental Team - E-Book

Practice Management for the Dental Team - E-Book

Betty Ladley Finkbeiner | Charles Allan Finkbeiner

(2015)

Additional Information

Book Details

Abstract

Learn the business skills you need to run a dental office! Practice Management for the Dental Team, 8th Edition, is comprehensive one-stop resource for dental practice management and the only one that includes EagleSoft practice management software screen shots and exercises for a realistic office experience. This unique text provides practical information on a wide range of dental office skills, from managing patients to running the business. The 8th Edition covers changes in technology in the dental office, including the electronic health record (EHR); telecommunications; appointment scheduling and tracking, and dental office accounting and financial management.

  • UNIQUE! Patterson Dental EagleSoft practice management content includes screen shots and original exercises that equip you with valuable realistic practice experience.
  • Comprehensive coverage on the business of managing a dental practice provides vital information to ensure the success of any dental practice.
  • Key terminology defined in the chapter’s glossary and called out in boldface color within chapter discussions helps you understand dental practice and clinical dentistry terminology essential to the success of any team member.
  • Learning Activities and Practice Notes encourage you to apply the content to realistic office situations and convey important tips and advice.
  • Learning outcomes at the beginning of each chapter frame the content and serve as checkpoints for comprehension and study.
  • Summary tables and boxes provide easy-to-read summaries of text discussions that support visual learners and serve as useful review and study tools.
  • Expert author Betty Ladley Finkbeiner imparts knowledge and advice from her years of experience and wide reach in practice and education.
  • Bibliographical citations direct you to targeted sources of information where additional dental-related information can be located.
  • Appendixes provide supplemental information for quick and handy office reference.
  • Ancillary content supplements the core text presentations, providing opportunities for practice and study.
  • NEW and UPDATED! Electronic health record (EHR) content addresses the changes in technology related to the paperless dental office, telecommunications, appointment management, and financial systems to help you become compliant with EHR federal mandates.
  • NEW! Practice quizzes for each chapter on the Evolve website help you test comprehension and prepare for classroom and board exams.
  • NEW! Artwork focuses on new equipment and technology, specifically the paperless dental office.

Table of Contents

Section Title Page Action Price
Front Cover cover
Inside Front Cover ifc1
Practice Management for the Dental Team 8E i
Copyright Page ii
Contributors iii
Reviewers iv
Dedication v
Preface vi
Background vi
Audience vi
Importance to the Profession vi
Organization vi
Key Features vi
New to this Edition vii
Ancillaries vii
Student Workbook vii
Evolve Website vii
Instructor Resources vii
Student Resources viii
Acknowledgments ix
Table Of Contents x
I Dentistry as A Business 1
1 The Business of Dentistry 1
Learning Outcomes 1
Key Terms 1
Dentistry as a Service Profession 2
Cultural Competency 3
Organizational Culture 4
Types of Dental Practices 6
General Dentistry 6
Specialties of Dentistry 6
Dental Management Companies 7
Leadership and Management in the Twenty-First Century 8
Live by a Set of Values 8
Build a Shared Vision 8
Maintain a Commitment to Service 8
Empower Others 8
Reward Risk Taking 8
Manage Chaos 9
Know How to Follow 9
Today’s Leader 9
Personal Characteristics of an Effective Leader 9
Self-Confidence 9
Competence 10
Genuineness 10
Acceptance of a Culturally Diverse Population 10
Enthusiasm 10
Assertiveness 11
Effective Listening 11
Recognition of Others’ Needs 12
Sense of Humor 12
Willingness to Be a Team Player 12
Bibliography 12
Recommended Websites 12
2 Dental Team Management 13
Learning Outcomes 13
Key Terms 13
Establishing Practice Goals and Objectives 14
Factors That Motivate Employees 14
Business Office Etiquette 14
The Members of the Dental Team 15
Dentist 15
Dental Hygienist 15
Dental Assistant 16
Dental Laboratory Technician 16
Emerging Dental Workforce Models 16
The Shifting Role of the Administrative Assistant 17
Staff Management 17
The “Five Rs” of Management 17
Functions of an Administrative Assistant 18
Basic Skills of an Administrative Assistant 19
The Ethical Administrative Assistant 19
Staff Communication 20
Channels of Communication 20
Empowering Employees 21
Conducting a Staff Meeting 21
Managing Conflict 22
Barriers to Staff Communication 23
Advantages of Hiring a Skilled Administrative Assistant 23
Time Management 23
Learning to Use Time Efficiently 23
Maintaining Daily Schedules 24
Designing a Procedural Manual 24
Guidelines for a Procedural Manual 25
Writing a Personnel Policy 25
Hiring Practices 25
Writing a Job Description 25
Writing a Job Advertisement 29
Interviewing Prospective Employees 29
Legal Considerations in Hiring 29
Pre-employment Testing 30
Conducting an Interview 31
Concluding an Interview 32
New Employee Training 33
Bibliography 33
3 Practice Management 34
Learning Outcomes 34
Key Terms 34
Understanding Patient Needs 34
Maslow’s Hierarchy of Needs 35
Rogers’ Client-Centered Therapy 36
Locus of Control 36
Barriers to Patient Communication 37
Common Obstacles 37
Recognizing Nonverbal Cues 38
Nervousness 38
Defensiveness 38
Touching 38
Openness 38
Embarrassment 39
Improving Verbal Images 40
Be Positive in Responses to Patients 40
The Patient 40
Patient Rights 40
Managing the Patient’s Special Needs 40
Recognizing Abuse 41
Reception Room Techniques 41
The Role of the Receptionist 41
Reception Room Appeal 42
Waiting Patients 42
Office Policy 43
Contents of an Office Policy 43
Designing an Office Policy Statement 43
Marketing 43
Creating a Website 44
Identifying Objectives 44
Creating an Office Trademark or Logo 45
Designing the Pages. 45
Identifying a Web Server. 46
Uploading the Pages to the Server. 46
Determine When and By Whom the Website Will Be Updated. 46
Update the Website Regularly. 47
Enthusiastic Attitude 47
Seizing Opportunities 47
Practice Ambassadors 47
Internal Marketing 47
External Marketing 47
Newsletters as Marketing Devices 47
Bibliography 49
4 Legal and Ethical Issues in the Dental Business Office 50
Learning Outcomes 50
Key Terms 50
Definition of Law 52
Law Relative to Dentistry 52
Classifications of Law 52
Litigation 52
Crimes and Torts 53
Overview and Definitions 53
Dental Practice Act 53
Professional Standards 54
Code of Ethics 54
American Dental Association Principles of Ethics and Code of Professional Conduct 55
American Dental Assistants Association Principles of Ethics 55
American Dental Hygienists’ Association Code of Ethics 56
American Association of Dental Office Managers 56
Ethical and Legal Considerations for the Administrative Assistant 56
Vigilance 56
Assignment of Duties 56
Consent 57
Informed Consent 57
Express Consent 57
Implied Consent 57
Informed Refusal 58
Managed Care 59
Risk Management Programs 60
Abandonment 60
Fraud 61
Records Management 61
Defamation of Character 62
Negligence 62
Invasion of Privacy 62
Good Samaritan Law 63
Americans with Disabilities Act 63
Computer Security 63
Making Ethical Decisions 64
Bibliography 64
Recommended Websites 64
State-Specific Dental Assistant Information 64
5 Business Office Technology 65
Learning Outcomes 65
Key Terms 65
Information Systems 66
Computers and Other Hardware 66
Apps and Software 71
Data 71
Personnel 71
Procedures 71
Operations and the Information System 72
Information Processing Cycle 72
Parts of a Computing Device 72
Input Device 72
Processor 72
Output Device 72
Storage Media 72
Networks and Telecommunication 72
Profitability of the Information System 72
App (Application) and Software Selection 75
Integrated Applications 84
Clinical Records Applications 86
Establishing Procedures for Computerization 86
Summary of Technology in the Business Office 86
Bibliography 86
Recommended Websites 86
6 Office Design and Equipment Placement 87
Learning Outcomes 87
Key Terms 87
Physical Environment 87
Office Design and the Americans with Disabilities Act 88
Seasonal Affective Disorder 88
Design of the Reception Room 89
Business Office Work Triangle 90
Design of the Business Office 91
Workstation Organization 94
Principles of Time and Motion 94
Body Positioning 95
Basic Principles 95
Health and Safety Issues 97
Selecting Office Supplies 98
Bibliography 100
Recommended Websites 100
II Communication Management 101
7 Working with Dental Office Documents 101
Learning Outcomes 101
Key Terms 101
Overview of a Records Management System 102
Categories of Records 103
Vital Records 103
Important Records 103
Useful Records 103
Nonessential Records 103
Health Insurance Portability and Accountability Act 103
Clinical Records 105
Components of a Clinical Record 106
Electronic Health Records 107
Patient File Envelope or Folder for Paper Records 107
Patient Registration and Health History Forms 109
Clinical Chart 116
Treatment Record/Progress Notes 116
Dental Diagnosis, Treatment Plan, and Estimate 116
Consultation and Referral Report 116
Medication History and Prescriptions 116
Laboratory Requisitions 116
Consent Form 116
Refusal of Treatment 116
Letters 116
Postal Receipts 125
Radiographic Films 125
Test Results 125
Entering Data on a Clinical Chart 125
Types of Clinical Data Entries 127
Tooth Nomenclature 127
Tooth-Numbering Systems 128
Universal/National Numbering System. 128
Palmer Notation System. 129
International Standards Organizational System/ Fédération Dentaire Internationale System. 129
Tooth Surfaces 130
Charting Symbols and Abbreviations 132
Records Retention 136
Records Transfer 136
Occupational Safety and Health Administration Records 136
Occupational Safety and Health Administration Records Relating to Each Employee 136
Employee Records 137
Employment Forms 137
Employment Tax Information Forms (see Chapter 16) 137
Bibliography 137
Recommended Websites 137
8 Storage of Business Records 138
Learning Outcomes 138
Key Terms 138
Preparing Records for Filing 139
Basic Steps 139
Records Retention 140
Classification of Filing Systems 140
Five Basic Systems 140
Selecting the Appropriate Filing System 141
Alphabetical System 141
Geographical Filing System 141
Numerical Filing System 141
Subject Filing System 141
Chronological Filing System 141
Basic System. 141
Tickler File. 141
Electronic Files 143
Storage 143
Care of Recordable Media 143
Equipment 144
Storage Supplies 145
Managing Workstation Records Effectively 147
Bibliography 149
Recommended Websites 149
9 Written Communications 150
Learning Outcomes 150
Key Terms 150
Letters 151
Referral Thank You Letters 151
Letters of Appreciation to Cooperative Patients 151
Birthday Letters and Holiday Greetings 151
Congratulatory Letters 151
Referrals for Consultation or Treatment 156
Sympathy Messages 156
Miscellaneous Letters 156
Selecting Stationery Supplies 156
Characteristics of an Effective Letter 157
Parts of a Business Letter 162
Date Line 162
Inside Address 162
Salutation 162
Body of the Letter 163
Complimentary Close 163
Keyboarded Signature 164
Reference Initials 164
Attention Line 164
Subject Line 165
Enclosures 165
Copy Notation 165
Special Mailing Notations 165
Types of Copy Notations 165
Blind Copy 165
Postscript 165
Second-Page Heading 166
Punctuation Styles in Business Letters 166
Capitalization 166
Common Usage 166
Outline Form 166
First Word After a Colon 169
Names 169
Titles Used in Business and Professions 170
Telephone Numbers 170
Preparing an Effective Letter 170
Collecting Information 170
Making an Outline 170
Developing the Letter 170
Selecting the Format 171
Reviewing the Letter 171
Producing the Final Letter 171
Proofreading the Letter 171
Distributing the Letter 174
Storing the Document 174
Preparing the Envelope 175
Address Format 175
Punctuation on Address Labels 176
Folding and Inserting the Letter 176
Electronic Mail (E-Mail) 176
Basic Considerations 176
E-mail Ethics and Etiquette 178
Other Types of Written Communication 178
Postcards 178
Interoffice Memoranda 178
Manuscripts 179
Dictation and Transcription 179
Managing Office Mail 182
Processing Outgoing Mail 182
Classification of Mail 182
Certified Mail 182
Collect on Delivery 182
Delivery Confirmation 182
Express Mail 183
First-Class Mail 183
Periodicals 183
Insured Mail 183
Priority Mail 183
Registered Mail 183
Return Receipt 183
Signature Confirmation 183
Standard Mail 183
Mailing Accessories and Methods 184
Postage Scale 184
Postage Meter 184
E-Mail 184
Facsimile 184
Mailing Services 184
Shipping Providers 184
Laboratory Services 185
Processing Incoming Mail 185
Managing Mail in the Dentist’s Absence 186
Bibliography 186
Recommended Websites 186
10 Electronic and Telecommunications 187
Learning Outcomes 187
Key Terms 187
Forms of Communications in Dentistry 188
Telephones 189
Selecting a Communications Carrier 190
Telephone Features 190
Speakerphone. 190
Voicemail Messaging. 191
Conference Calls. 191
Caller ID. 191
Call Forwarding. 191
Call Holding. 191
Music on Hold. 191
Automatic Call Back. 191
Automatic Call Stacking. 191
Speed Dialing. 191
Call Timing. 191
Call Restriction. 192
Identified Ringing. 192
Liquid Crystal Display. 192
Multiple Lines or Key Telephones. 192
Pagers 192
Smartphones 192
Instant Messaging System 192
How Does It Work? 192
Facsimile (FAX) Communication System 193
Direct Distance Dialing 194
Toll-Free Service 194
Telephone Directories 194
Developing Effective Telephone Etiquette 194
Speaking Voice 195
Creating a Good Image 196
Managing Incoming Calls 196
Managing Outgoing Calls 199
Recording Telephone Messages Carefully 201
Personal Telephone Calls 201
Cellular Telephone Etiquette 202
Social Media 202
Bibliography 203
Recommended Websites 203
III Business Office Systems 204
11 Appointment Management Systems 204
Learning Outcomes 204
Key Terms 204
The Electronic Appointment Book 205
Designing the Appointment Book Matrix 206
Appointment Time Schedule 211
Important Factors to Consider when Scheduling Appointments 211
Emergency Patients 211
Young Children 211
Older Adults 212
The Dentist’s Body Clock 212
Scheduling for Productivity 212
Extended Office Hours 212
Management of Prime Time 212
Habitually Late Patients 212
Series Appointments 212
Patient Who Arrives on the Wrong Day 213
Drop-Ins 213
Broken Appointments 213
Dovetailing 213
Establishing an Appointment Time 214
Confirming Appointments 214
Entering Appointments 214
Overview 214
New Appointment 215
Patient Information 215
Appointment Entry 215
Provider Time on Appointment 216
Services 216
Tabs 216
Additional Activities in Appointment Entries 217
Appointment Search 217
Appointment Card 217
Appointment Card Form and Preview Button 220
Daily Appointment Schedule 220
Scheduling Patients in an Advanced-Function Practice 220
Bibliography 222
Recommended Websites 222
12 Recall Systems 223
Learning Outcomes 223
Key Terms 223
Keeping Patients Informed 224
Types of Recall or Re-care Systems 224
Advanced Appointment System 224
Telephone Recall or Re-care System 225
Mail Recall or Re-care System 225
Telecommunications (E-mail or Text Messaging) Recall or Re-care System 226
Establishing a Recall or Re-care System 227
Electronic Recall or Re-care Files 227
Follow-Up Care 227
Purging the System 227
Bibliography 227
13 Inventory Systems and Supply Ordering 228
Learning Outcomes 228
Key Terms 228
Types of Supplies 229
Basic Categories 229
Selecting Supplies 229
Designing an Inventory System 229
Capital Equipment Inventory Control 229
Expendable and Nonexpendable Supplies Inventory Control 230
Automated Inventory Systems 230
Manual Inventory Systems 234
Card System 234
Alphabetical List 234
Maintaining the Inventory System 234
Identifying Reorder Points 234
Determining Supply Quantity 235
Receiving Supplies 235
Receiving Credit 236
Back-Ordered Supplies 236
Purchase Orders 236
Storage of Supplies 236
Inventory Evaluation 239
Bibliography 241
Dental Suppliers 241
14 Dental Insurance 242
Learning Outcomes 242
Key Terms 242
Overview of Dental Insurance 244
Evolution 244
Parties Involved 244
Patient 245
Dentist 245
Dental Benefits Carrier 245
Group or Program Sponsor 245
Dental Benefits Programs 245
Indemnity 245
Capitation 246
Alternative Benefit Plans 246
Preparing Dental Claim Forms 247
Paper Claim Form 247
Electronic Claim Form 247
Via Clearinghouse 249
Direct to Carrier 249
Coordination of Benefits 250
Determining the Order of Liability 250
Coordination of Benefits Limitations 250
Reviewing the Completed Claim Form 250
Dental Claim Payments 251
Special Programs 253
Medicaid 253
U.S. Department of Veterans Affairs 253
Guidelines for Successful Claims Administration 253
Insurance Fraud 254
Dental Insurance Terminology 254
Bibliography 255
Recommended Websites 255
15 Financial Systems: 256
Learning Outcomes 256
Key Terms 256
Understanding Basic Mathematical Computations 257
Decimals 257
Adding and Subtracting Decimals 257
Multiplying Decimals 257
Percentages 257
Types of Bookkeeping Systems 258
Overview 258
Components of a Computerized Bookkeeping System 258
Opening the Program 258
Locating Account Information 259
Editing Patient Information 260
Adding, Inactivating, or Transferring a Patient 260
Posting Transactions 260
Backing up Data 260
Special Situations 261
Credit Balance 262
Nonsufficient Funds 262
Courtesy Discount 263
Debit and Credit Cards 263
Healthcare Credit Cards 265
Statements 265
Identity Theft 265
Establishing Financial Arrangements 265
Well-Defined Policies 265
Types of Payment Policies 266
Cash-Only System 266
Payment of Statement in Full 266
Extended Payment 266
Using a Credit Bureau 267
Collection Procedures 268
Aging Accounts 268
Fair Debt Collection Practices Act 268
Collection Letters 268
Telephone as a Collection Instrument 271
Collection Agency 272
Bibliography 272
Recommended Websites 272
16 Other Financial Systems 273
Learning Outcomes 273
Key Terms 273
Determining a Budget 275
Bank Accounts 275
Online Banking 275
Establishing a Checking Account 276
Checks 276
Preparing Checks 277
Types of Checks 277
Accepting and Cashing Checks 279
Other Forms of Payment 280
Deposits 282
Night Depository 282
Automatic Teller Machine 283
Reconciling the Bank Statement 283
Basic Steps 283
Petty Cash 283
Recording Business Expenses 284
Maintaining Payroll Records 284
Initial Payroll Records 287
Employee Earnings Records 287
Determining Employee Wages 289
Electronically Depositing Withheld Income Tax and Social Security Taxes 291
Electronic Deposit Requirement 291
Lookback Period 292
Federal Unemployment Tax 293
Wage and Tax Statement (Form W-2) 294
Report of Withheld Income Tax (Form W-3) 296
Retention of Payroll and Tax Records 296
Employer’s Responsibility for Tax Information 296
Bibliography 297
Recommended Websites 297
17 Infection Control Systems 298
Learning Outcomes 298
Key Terms 298
Disease Transmission 299
Types of Infections 300
Routes of Infection Transmission 300
Infection Control in the Dental Office 300
Occupational Health Protection Program for the Dental Staff 301
Government Regulations 302
Maintaining Regulatory Records 303
Hazard Communication Program 303
Safety Data Sheets 304
Labeling of Hazardous Materials 304
Safety Equipment for Hazardous Situations 304
Infection Control Techniques 304
Aseptic Technique 319
Personal Protection 321
Immunization 321
Barrier Protection 321
Instrument Sterilization 321
Disposables 322
Laboratory Asepsis 322
Educating Patients About Infection Control Programs 322
Waste Disposal in the Dental Office 322
Bibliography 324
Recommended Websites 324
IV The Dental Assistant and the Workplace 325
18 Planning and Managing Your Career Path 325
Learning Outcomes 325
Key Terms 325
Preparing for the Job Search 325
Planning and Organizing 325
Five Important Questions 326
Where Have I Been? 326
Where Am I Now? 326
Where Am I Going? 327
How Am I Going to Get There? 327
How Will I Know When I Have Arrived? 327
Self-Assessment 327
Critical Analysis 327
Identifying Personal Assets and Liabilities 327
Marketing Your Skills 328
Supporting Your Skills in Marketing 328
Administrative Assistant 328
Clinical Assistant 328
Dental Hygienist 328
Job Priorities 329
Determining Your Career Philosophy 329
Determining Your Worth to a Practice 329
Potential Areas of Employment 330
Private Practice 330
Institutional Dentistry 330
Insurance Offices 330
Research 331
Dental Manufacturers 331
Management Consulting Firms 331
Teaching 331
Where Do You Begin to Find Employment Opportunities? 331
School Placement 331
Newspaper Advertisements 331
Employment Agencies 331
Professional Organizations and Journals 331
Internet and World Wide Web 332
Personal Networks 332
Preparing Employment Data 333
Preparing a Letter of Application 333
Arouse Interest 333
Describe Your Skills and Abilities 333
Request an Interview 334
Contacting an Office by Telephone 334
Creating a Résumé 334
Personal Data 335
Professional Summary 335
Education 335
Work Experience 343
Optional Areas 343
Affiliations and Activities 343
References 343
Completing the Job Application Form 344
Preparing for an Interview 344
The Personal Interview 345
Other Formats for Interviewing 348
Working Interview 348
Virtual Interview 348
Concluding the Interview 349
Following Up After the Interview 349
Regular Self-Evaluation on the Job 349
Hints for Success as Part of the Dental Team 350
Learn the Names of Staff Members 350
Listen Attentively 350
Establish Meaningful Social Friendships 350
Use a Notebook and Calendar to Record Important Activities and Procedures 350
Observe Office Hours 350
Use Judgment When Working Overtime and Taking Breaks 350
Do Not Flaunt Your Education and Abilities 350
Seek Honest Performance Evaluations 350
Maintain Office Policies 351
Be Yourself 351
Asking for a Raise 352
Job Termination 352
Attitudes for Continued Success 352
Bibliography 353
Recommended Websites 353
Appendix A Composition Basics 354
Grammar 354
Subject and Verb Agreement 354
Pronouns 354
Plurals 355
Spelling 355
Bibliography 355
Appendix B Numbers 356
Bibliography 356
Appendix C Prefixes and Suffixes 357
Prefixes 357
Suffixes 358
Pronunciation of Medical-Dental Terms 362
Appendix D Abbreviations 363
Symbols 366
Appendix E Dental Terminology 367
Index 373
A 373
B 374
C 374
D 375
E 376
F 377
G 377
H 377
I 378
J 378
K 379
L 379
M 379
N 380
O 380
P 380
Q 381
R 381
S 382
T 382
U 383
V 383
W 383
Y 383
Z 383
Inside Back Cover ibc1