What reports to ask for and to keep off-site.
The purpose of this 5-minute Dental FraudBuster is to ensure that you have offsite copies of essential reports in the event you need them for auditing or emergency purposes.
Each working day you should obtain copies of the reports below from your dental software. These reports can be printed on paper or saved as a PDF file.
I recommend that you examine each report to look for errors, omissions or things that do not make sense. At a minimum, you should glance through each report to your satisfaction. Become familiar with them.
IMPORTANT: If you ask staff to provide these reports, be sure to check the report date to ensure the reports you are provided with were generated from the software using the correct date.
Do not keep the reports in your office or store them on a computer in your office.
Take paper reports home or email copies of PDF reports to yourself with date in the subject line.
Each working day, gather the following reports;
- A report of the next days schedule.
- A “day end” report listing of all charges, payments and adjustments recorded on that day.
- A schedule report listing the appointments for all patients seen that day.
- A bank deposit report generated by your practice management software.