The Secret to a Smooth-Running Dental Office?
Clear Financial Policies
Let’s talk about something most dental practices overlook until it’s causing major headaches: financial policies.
Whether you're struggling with late payments, team confusion, or inconsistent patient communication, there’s one solution that helps fix all of it—having both staff-facing and patient-facing financial policies in place.
This isn’t just an admin checkbox—it’s a revenue cycle game-changer.
Why Every Dental Office Needs TWO Financial Policies
📝 Patient-Facing Financial Policy
This is your communication blueprint. It outlines payment expectations, insurance handling, financing options, and consequences for missed appointments.
✨ What it does:
Sets clear expectations from the start
Reduces payment delays and billing confusion
Builds trust through transparency
👩⚕️ Staff-Facing Financial Policy
This is your internal operations manual. It tells your team how to manage insurance, collect payments, apply discounts, and follow up on patient balances—consistently and professionally.
✨ What it does:
Empowers your team to act with confidence
Reduces errors and guesswork
Increases collections and patient satisfaction
What Happens When You Don’t Have Policies?
Chaos. Burnout. Missed revenue.
We see it every day. Practices end up working harder, not smarter, because the financial “rules” are unwritten or change by the day. That leads to:
😤 Stressed-out staff
📉 Inaccurate reporting
😕 Confused patients
🧾 Delayed or missed collections
Build Your Financial Policies the Right Way
Inside The No Codes RCM Blueprint, we break down everything you need to include in your policies—plus we give you templates to make it easy.
Here's a quick peek at what your staff-facing financial policy should cover:
✅ Insurance Verification
When and how benefits are verified
Where the info is stored in Open Dental
✅ Insurance Billing Protocols
How often claims are sent
Timely filing rules
Appeal and prior authorization guidelines
✅ Payment Collection
What’s due at the time of service
Accepted payment methods and fees
Flexible financing options and auto-pay setups
✅ Balances and Adjustments
Unearned income, declined card fees, bounced checks
Discount thresholds and approval processes
Monthly discount reports for doctors
✅ Cancellations and Missed Appointments
How much notice is required
Fees for repeat offenders
Prepayment policies for habitual cancelers
When your team knows exactly what to do—and patients know what to expect—everything flows better.
Your Next Step: Get the Blueprint
If your office doesn’t have a clear, customized financial policy (or if it lives in someone's head or buried email), it’s time to change that.
📘 Grab your copy of Dental Revenue Cycle Blueprint and start building the systems that support your team, increase collections, and create consistency across your practice.
