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Practice Health Check supports CDA members in preparing for dental plan audits

Reduce stress and liability risks with preemptive documentation measures before an audit occurs.
October 18, 2024
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Quick Summary: Every quarter, CDA publishes a Practice Health Check focusing on a different topic related to the business side of dentistry. CDA members can sign in to take the Q4 Practice Health Check to help determine if they’re prepared for a dental plan audit and get actionable advice.

Have you heard that fall is overtaking January as the new “reset” season? There is plenty to be done in a busy dental practice at the end of each year to get ready for the next! Updating inventory levels, reviewing upcoming continuing education requirements and reaching out to patients with remaining benefits to schedule appointments are just a few of the tasks that come to mind. But when it comes to preparation, there are a few key tasks that are more effective when they are completed well in advance. Start thinking now about actions you can take to reduce stress when dental plans request audits in the future.

Each quarter, CDA experts develop a new Practice Health Check that supports members on an aspect of the business side of dentistry. Understanding audits and how to get through them with confidence is the focus of CDA’s fourth-quarter check. Learn why dental plans conduct audits, get guidance on proper documentation, and find out how up-to-date patient ledgers and billing records can make audits smoother.

CDA members can sign in to take the Q4 Practice Health Check which asks this question: Is your practice prepared for a dental plan audit? Then, select one or more options for helpful information and resources, including:

  • The reasons dental plans conduct audits and the regulations that guide them.
  • Best practices for documentation.
  • How the request for a patient chart can extend to include the patient ledger and billing record.

For advice on preparing for dental plan audits, follow the links in the Practice Health Check to additional CDA resources available to help you prepare for audits. 

Have questions or need guidance with other practice challenges? CDA members have access to a robust online Resource Library with downloadable articles, guides, templates, checklists and forms.

Members can view all Practice Health Checks online. 

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