Monthly financial, compliance, and operational close-out procedures.
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Add this checklist Browse moreCompare total production, adjustments, and collections against PMS reports.
Production-to-collection ratio reveals billing efficiency and cash flow health.
1. Run monthly production report. 2. Run collections report. 3. Calculate collection percentage. 4. Flag discrepancies over 5%.
Identify unpaid insurance claims and initiate follow-up.
Claims over 30 days risk timely filing limits and represent cash tied up in AR.
1. Run aging report filtered to 30+ days. 2. Identify top 10 balances. 3. Call or resubmit each claim. 4. Document action taken.
Generate and send patient statements for outstanding balances.
Consistent billing keeps AR current and patients aware of their responsibility.
1. Run patient balance report. 2. Review accounts over $50. 3. Generate statements. 4. Send via mail or electronic portal.
Audit sterilization logs, exposure control records, and training documentation.
Monthly verification catches gaps before they become audit findings.
1. Review daily sterilization logs for completeness. 2. Check exposure control log. 3. Verify any training sessions are documented. 4. File all records.
Perform or verify monthly backup of all PMS data and patient records.
Data loss from system failure without backup can be practice-ending. HIPAA requires backup procedures.
1. Initiate PMS backup. 2. Verify backup completed successfully. 3. Store off-site or in approved cloud storage. 4. Document backup date.