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Why the End-of-Day Close-Out Matters
The real cost of skipping it, and what a strong closing routine prevents.
Free guide
End of Day Close-Out Checklist
How Dental Teams Can Reconcile the Day, Protect Revenue, Prepare Tomorrow's Schedule, and Leave Nothing Behind
By Kyle Summerford, 25+ years in dental practice management. Shared with the DOMA community of 26,700+ dental office managers.
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- ✓ Why the End-of-Day Close-Out Matters
- ✓ Step 1 — Make Sure Every Patient Is Checked Out
- ✓ Step 2 — Reconcile Payments
- ✓ Step 3 — Verify Deposits
Inside the guide
What you'll get from this guide
How Dental Teams Can Reconcile the Day, Protect Revenue, Prepare Tomorrow's Schedule, and Leave Nothing Behind
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Step 1 — Make Sure Every Patient Is Checked Out
Start with the basics.
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Step 2 — Reconcile Payments
Your payment records should match what was actually collected.
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Step 3 — Verify Deposits
If your practice handles physical deposits or prepares deposit documentation, this step ensures that your financial controls are properly followed before anyone leaves…
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Step 4 — Review Production and Collections
Before leaving, look at the day from a financial perspective.
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Step 5 — Verify Claims and Insurance Tasks
Insurance revenue is a significant portion of most dental practice collections — which means insurance tasks left incomplete at the end of the day are potential revenue…
Meet Kyle Summerford
Kyle has spent more than 25 years in dentistry. He started at the front desk, worked his way up to dental office manager, and became one of the most recognized voices in dental practice management.
As the founder of the Dental Office Managers Alliance, Kyle is focused on helping dental office managers strengthen leadership, systems, communication, team management, and daily operations through practical tools built around the realities of dental practice management.
This guide was created to help managers put the ideas in this guide to work in their own practice, one small change at a time.
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