Smarter Week

How to automate it

How to automate “post insurance payments from EOBs”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

45 min
typically, every day
70%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Automation

Auto-post insurance payments from electronic remittances

Electronic remittances (ERAs) and EFT let your practice system post most insurance payments automatically, so staff only touch partial payments and denials.

Typically saves about 60% of the time2 h to set up
  1. 1Enrol in ERA and EFT with your main dental plans through your clearinghouse.
  2. 2Turn on ERA auto-posting in your practice system.
  3. 3Set rules for what posts automatically and what goes to review.
  4. 4Work only the exceptions each day.

Tools: Your practice management system (Dentrix, Eaglesoft, Open Dental, Curve, Denticon, CareStack or similar) · DentalXchange or Vyne Dental ERAs

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Dental office manager / treatment coordinator

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

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Other common tasks for Dental office managers / treatment coordinators