Before your practice needs assessment
Start with how your office works today.
- Which practice management software do you use?
- Who currently handles claims, posting, follow-up, and patient billing?
- Which service are you interested in discussing?
- Where does work tend to get delayed or handed back to your office?
Think about what you want to change.
Maybe your team spends too much time chasing outstanding claims. Maybe communication has been frustrating. Or maybe you want a dependable partner who can stay with you as the practice grows. Bring those priorities to the conversation.
Bring your questions about the relationship.
- What is included in the proposed service?
- What will our in-office team remain responsible for?
- How will questions and missing information be handled?
- What reporting will we receive?
- What are the pricing, onboarding steps, and availability?
Interested in insurance verification?
Let us know that you use Open Dental and want to discuss verification. There is currently a waitlist. Your first call is for understanding the service and pricing; joining the waitlist is a separate choice you make afterward.
Keep initial information at the practice level. You do not need to send patient records, passwords, or detailed account information through Calendly or ordinary email for this first conversation.