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The Administrative Dental Assistant,9781416025665

The Administrative Dental Assistant

by
Edition:
2nd
ISBN13:

9781416025665

ISBN10:
1416025669
Format:
Paperback
Pub. Date:
11/8/2006
Publisher(s):
Elsevier Science Health Science div
List Price: $68.95

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Summary

Now in full color, The Administrative Dental Assistant is revised to reflect the latest information on operating a dental office. It's logically organized to cover all of the various tasks an administrative dental assistant encounters. It includes up-to-date CDT-5 Dental Codes, new HIPAA (Health Insurance Portability and Accountability Act) and OSHA (Occupational Safety and Health Administration) guidelines, plus current examples of key equipment, forms, and computer technology. A companion CD-ROM simulates dental practice management, offering opportunities to enter and update patient data, post payment and treatment procedures using dental codes, submit e-claims for payment, evaluate reports, and schedule appointments.

Table of Contents

Orientation to the Dental Profession
1(20)
Introduction
2(1)
Your Role as the Administrative Dental Assistant
2(2)
Types of Administrative Assistants
4(2)
Office Manager
4(1)
Business Manager
4(1)
Receptionist
4(1)
Insurance Clerk
4(1)
Records Manager
5(1)
Data Processor
5(1)
Bookkeeper
5(1)
Appointment Clerk
5(1)
Personal Traits of an Administrative Dental Assistant
6(1)
Education
6(1)
Members of the Dental Healthcare Team
6(2)
Dentist
6(1)
Dental Hygienist
7(1)
Dental Assistant
8(1)
Health Insurance Portability and Accountability Act of 1996
8(4)
Background
8(1)
Administrative Simplification
9(1)
Transactions and Code Sets
9(1)
Electronic Data Interchange
9(1)
Standards for Privacy of Individually Identifiable Health Information
10(1)
Standards for Security of Individually Identifiable Health Information
11(1)
National Provider Identifier Standard
12(1)
Occupational Safety and Health Administration (OSHA)
12(1)
Professional Ethics
12(1)
Legal Standards
12(1)
Licensure
13(1)
Registration
13(1)
Certification
13(1)
Patients' Rights
13(2)
Professional Organizations
15(6)
American Dental Assistants Association
15(2)
HOSA (Health Occupations Students of America)
17(4)
Dental Basics
21(30)
Introduction
22(1)
Basic Dental Office Design
22(4)
Nonclinical Areas
22(1)
Clinical Areas
23(3)
Basic Dental Anatomy
26(10)
Basic Structures of Face and Oral Cavity
26(5)
Basic Anatomic Structures and Tissues of the Teeth
31(1)
Dental Arches
32(1)
Occlusion
33(1)
Types of Teeth
34(1)
Surfaces of the Teeth
34(2)
Numbering Systems
36(2)
Universal Numbering System
36(1)
International Standards Organization Designation System
36(1)
Symbolic Numbering System (Palmer System)
37(1)
Charting Methods
38(4)
Color Coding
38(1)
Charting Symbols
38(1)
Types of Dental Charts
38(4)
Dental Procedures
42(4)
Basic and Preventive Dental Procedures
42(1)
Restorative Procedures
43(1)
Prosthetic Procedures
43(1)
Surgical Procedures
44(1)
Endodontic Procedures
44(1)
Other Common Procedures
44(2)
Basic Chairside Dental Assisting Duties
46(5)
Seating and Dismissing a Patient
46(1)
Radiographs
46(1)
Occupational Safety and Health Administration (OSHA)
46(1)
Infection Control
46(5)
Communication Skills and Telephone Techniques
51(16)
Introduction
52(1)
Elements of the Communication Process
52(1)
Mediums of Communication
52(2)
Verbal Communication
52(1)
Nonverbal Communication
53(1)
Nonverbal Cues From the Dental Healthcare Team
53(1)
Interpersonal Communication
54(1)
Barriers to Effective Communication
55(2)
Semantics
55(1)
Jargon
55(1)
Credibility
55(1)
Preconceived Ideas
56(1)
Other Barriers
56(1)
Improving Communication
57(1)
Responsibilities of the Sender
57(1)
Responsibilities of the Receiver
57(1)
Telephone Techniques
58(9)
Developing a Positive Telephone Image
60(1)
Active Scripts
61(1)
Answering the Telephone
62(1)
Placing Outgoing Telephone Calls
62(5)
Written Correspondence
67(24)
Introduction
68(1)
Letter Writing Style
68(3)
Tone
68(1)
Outlook
68(1)
Personalizing Letters
69(1)
Organization
70(1)
Letter Style (Appearance)
71(2)
Appearance
71(1)
Stationery
71(1)
Type
71(1)
Paragraphing
72(1)
White Space
72(1)
Line Spacing
73(1)
Letter Style (Format)
73(1)
Punctuation Styles
74(5)
Types of Correspondence Used in Dentistry
79(2)
Letter to Patients
80(1)
Letters Between Professionals
81(1)
Correspondence Between Staff Members
81(1)
Writing Resources
81(1)
Mail
82(5)
Incoming Mail
82(1)
Outgoing Mail
83(1)
Postal Cards (Postcards)
84(3)
Electronic Mail (E-Mail)
87(1)
Dictation
87(4)
Patient Relations
91(14)
Introduction
92(1)
Psychology: Humanistic Theory
92(1)
Maslow: Hierarchy of Needs
92(1)
Rogers: Fully Functioning Human Beings
92(1)
Humanistic Theory in the Dental Office
93(1)
Positive Image
93(5)
Investigation Stage
93(1)
Initial Contact Stage
94(2)
Confirmation of Initial Impression Stage
96(1)
Final Decision Stage
97(1)
Managing Patient Expectations
98(1)
Problem Solving
98(3)
Noncompliance
99(1)
Complaints
99(1)
Angry Patients
100(1)
Providing Outstanding Customer Service
101(4)
Team Strategies
101(1)
Personal Strategies for Providing Exceptional Patient Care
101(4)
Dental Healthcare Team Communications
105(12)
Introduction
106(1)
Dental Practice Procedural Manual
106(1)
Communications
107(4)
Personal Communications
107(1)
Organizational Communications
107(1)
Channels
107(3)
Organizational Barriers to Communication
110(1)
Organizational Conflicts
111(1)
Constructive
111(1)
Destructive
111(1)
Classifying Conflict
111(1)
Conflict-Handling Styles
111(1)
Staff Meetings
112(5)
Before the Meeting
113(1)
During the Meeting
113(1)
After the Meeting
113(4)
Patient Clinical Records
117(36)
Introduction
118(1)
Components of the Clinical Record
118(3)
Collecting Information
121(23)
Privacy Practices Notice
122(1)
Registration Forms
122(1)
Other Diagnostic Records
122(1)
Diagnostic Models
122(22)
Clinical Records Risk Management
144(4)
Maintaining Clinical Records
145(1)
Procedures for Specific Tasks
145(3)
Computerized Management of Clinical Records
148(5)
Clinical Records
149(4)
Information Management
153(16)
Introduction
154(1)
Filing Methods
154(4)
Alphabetic
154(3)
Numeric
157(1)
Geographic
158(1)
Subject
158(1)
Chronological
158(1)
Types of Information
158(2)
Business Records
158(2)
Patient and Insurance Information
160(1)
Filing Equipment
160(1)
Vertical Files
160(1)
Lateral Files
160(1)
Card Files
160(1)
Filing Supplies
161(2)
File Folders
161(1)
Vertical File Folders
161(1)
Lateral File Folders
161(1)
Guides
162(1)
Out-Guides
162(1)
File Labels
162(1)
Color Coding
162(1)
Aging Labels
163(1)
Preparing the Clinical Record
163(1)
General Guidelines
164(1)
Preparing the Label
164(1)
Coding the File Folder
164(1)
Cross-Referencing (Numeric Indexing)
164(1)
Preparing Business Documents
164(5)
Inspecting
164(1)
Indexing
164(1)
Coding
164(1)
Filing Procedures
164(1)
Sorting
164(1)
Putting Records and Documents into Their Final Place
165(1)
How to Safeguard Records
165(1)
Retention and Transfer of Records
165(4)
Dental Patient Scheduling
169(16)
Introduction
170(1)
Mechanics of Scheduling
170(9)
Selecting the Appointment Book (Manual and Electronic)
170(3)
The Art of Scheduling
173(3)
Scenarios for Scheduling
176(3)
Results of Poor Scheduling
179(1)
Making Appointments
179(1)
Time-Saving Techniques
180(5)
Develop Call Lists
180(1)
Maintain Daily Schedule Sheets
180(1)
Establish a Daily Routine
181(4)
Recall Systems
185(12)
Introduction
186(1)
Classification of Recalls
186(1)
Methods for Recalling Patients
187(10)
General Information Needed for a Recall System
187(1)
Prescheduled Recall System
187(2)
Telephone Recall System
189(1)
Mail Recall System
189(1)
Combination Recall System
190(1)
Computerized Recall Systems
190(7)
Dental Insurance Processing
197(32)
Introduction
198(1)
Types of Dental Insurance
198(6)
Fee for Service
198(5)
Capitation Programs
203(1)
Closed Panel Programs
203(1)
Franchise Dentistry
203(1)
Direct Reimbursement
203(1)
Preferred Provider Organization
203(1)
Health Maintenance Organization
203(1)
Managed Care
204(1)
Individual Practice Association
204(1)
Union Trust Funds
204(1)
Insurance Coding
204(1)
Organizing Insurance Coverage for Each Patient
205(6)
Manual System
205(1)
Computer Databases
205(1)
Subscription Services
205(6)
Types of Insurance Information Required
211(1)
Maximum Coverage
211(1)
Deductible
211(1)
Percentage of Payment
212(1)
Limitation to Coverage
212(1)
Eligibility
212(1)
Preauthorization/Pretreatment
212(1)
Methods of Filing Insurance Claims
212(1)
Paper Dental Claim Forms
212(1)
Superbills and Encounter Forms
213(1)
Electronically Submitted Forms
213(1)
Insurance Payments
213(1)
Insurance Tracking Systems
214(1)
Other Types of Insurance Coverage
215(1)
Secondary Coverage
215(1)
Government Assistance
215(1)
Workers' Compensation
215(1)
Auto Accidents
215(1)
Other Accidents
215(1)
Completing a Dental Claim Form
215(1)
Sections of the ADA Dental Claim Form
216(9)
Fraudulent Insurance Billing
225(4)
Advisory Opinions
225(4)
Inventory Management
229(14)
Introduction
230(1)
Inventory Management Systems
230(4)
Computerized Inventory Management Systems
230(1)
Manual Inventory Management Systems
230(4)
Inventory Management System Protocol
234(1)
Types of Supplies, Products, and Equipment
234(1)
Consumable Supplies and Products
234(1)
Nonconsumable Products
234(1)
Major Equipment
234(1)
Selecting and Ordering Supplies, Products, and Equipment
234(4)
Selecting Supplies and Products
234(1)
Purchasing Major Equipment
235(1)
Selecting the Vendor
235(1)
Information to Consider Before Placing an Order
236(1)
Receiving Supplies and Products
237(1)
Storage Areas
237(1)
Occupational Safety and Health Administration (OSHA)
238(5)
Financial Arrangement and Collection Procedures
243(14)
Introduction
244(1)
Designing a Financial Policy
244(1)
Elements of a Financial Policy
244(1)
Community Standards
244(1)
Practice Philosophy
244(1)
Business Principles
244(1)
Financial Policies
244(3)
Payment in Full
244(1)
Insurance Billing
245(1)
Extended Payment Plans
245(1)
Credit Cards
245(2)
Financial Policy Communications
247(1)
Managing Accounts Receivable
247(10)
Gather Financial Data
247(1)
Prepare a Treatment Plan
247(3)
Monitor the Accounts Receivable Report
250(1)
Collection Process
250(7)
Bookkeeping Procedures: Accounts Receivable
257(18)
Introduction
258(1)
Components of Financial Records Organization
258(2)
Patient Information
258(1)
Methods of Recording Transactions
258(2)
Billing
260(2)
Pegboard System
262(3)
Daily Routine for Managing Patient Transactions
265(6)
Identify Patients
265(1)
Produce Routing Slips
265(1)
Post Transactions
265(1)
Complete End of the Day Procedures
266(4)
Routine for Managing Financial Transactions
270(1)
Reports
271(4)
Types of Reports
271(1)
Additional Reports
271(4)
Bookkeeping Procedures: Accounts Payable
275(26)
Introduction
276(1)
Organizing an Accounts Payable System
276(1)
Verification of Expenditures
276(1)
Check Writing
276(2)
Payment Authorization and Transfer
276(1)
Completing a Deposit Slip
277(1)
Pegboard Check Writing
277(1)
Reconciling a Bank Statement
278(8)
Information Listed on a Bank Statement
278(1)
Items Needed for Reconciling the Account
278(1)
Steps in Reconciling the Account
279(7)
Computerized Check Writing
286(1)
Payroll
286(12)
Creating the Payroll Record
286(5)
Payroll Records
291(1)
Calculating Payroll
291(1)
Calculating Net Salary
291(4)
Payroll Taxes: Reports and Deposits
295(3)
Employer Identification Number
298(1)
Computerized Payroll
298(1)
Payroll Services
298(3)
Office Equipment
301(14)
Introduction
302(1)
Electronic Business Equipment
302(2)
Hardware
302(1)
Software
303(1)
Data
303(1)
Personnel
304(1)
Procedures
304(1)
Telecommunication
304(3)
Telephone Systems
304(3)
Electronic Communication Devices
307(1)
Intraoffice Communications
307(1)
Manual Systems
307(1)
Electronic Systems
308(1)
Office Machines
308(1)
Business Office Environment
309(6)
Questions to Consider When Organizing a Business Office
309(2)
Safety
311(4)
Computerized Dental Practice
315(22)
Introduction
316(1)
Levels of Function of Dental Practice Management Software
316(3)
Basic Systems
316(2)
Intermediate Systems
318(1)
Advanced Systems
318(1)
Selecting a Software Package
319(1)
Functions To Consider When Selecting a Software Package
319(3)
General Requirements
319(1)
Patient Information
320(1)
Patient Billing
320(1)
Treatment Planning
320(1)
Insurance Processing
320(1)
Recall and Reactivation
321(1)
Management Reports
321(1)
Electronic Scheduler
321(1)
Database Management and Word Processing
322(1)
Clinical Integration
322(1)
Basic Operation of a Software Package
322(1)
Role of the Administrative Dental Assistant
323(6)
Recording Patient Demographics
323(1)
Creating an Account
323(1)
Maintaining Patient Records
323(1)
Posting Transactions
323(2)
Using a General Database
325(4)
Processing Insurance Claims
329(1)
Scheduling Electronically
329(1)
Producing Reports
329(1)
Daily Procedures With a Computerized System
329(8)
Opening Procedure
330(1)
Checkout Procedure
331(1)
Posting Mail Payments Procedure
331(1)
End of the Day Procedure
332(1)
Backup System
332(5)
Employment Strategies
337(16)
Introduction
338(1)
Career Opportunities for Administrative Dental Assistants
338(1)
Private Practice
338(1)
Insurance Companies
338(1)
Management and Consulting Firms
338(1)
Teaching
339(1)
Future Career Opportunities
339(1)
Steps for Developing Employment Strategies
339(14)
Assessing Yourself and Your Career Options
339(1)
Gathering Information
339(1)
Composing a Resume
340(3)
Writing Cover Letters
343(1)
Looking for a Job
343(6)
Going on an Interview
349(2)
Accepting a Job Offer
351(1)
Leaving a Job
351(2)
Glossary 353(14)
Bibliography 367(2)
Index 369


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