We speak your language!

We know dental software (yes, nearly all of them), as well as the procedures you conduct. We know insurance carriers, PPOs and DMOs; we know insurance adjustments, when to take them and when not to. Therefore, you can speak with us knowing that we know dentistry.

With this service, we will conduct all the following, which allows us and/or you to follow income all the way through to entering it into your accounting software and the bank. We verify that your daily income balances and we make sure nothing funny is hiding out in your adjustments.



Dental Software Management

  • Daily audit of account adjustments and patient refunds
  • Daily balancing end of day reports and day sheets and a custom deposit report for easy entry into accounting software (QuickBooks, CBS, etc.) We can enter, or you can enter
  • Monthly monitoring of dental software audit trail report
  • Monthly thorough review of end of month A/R reports
  • Monthly A/R reports to your professional advisors, like your CPA
  • Monthly review of Insurance Aging and calling on claims over 90
  • Reconcile only your Deposits in QuickBooks


Here's what one of our clients has to say about us: