01
You Opened the Report. Now What?
What needs attention now? What needs follow-up? What needs correction? Who owns the next step?
Free guide
Reading Your Aging Report Without Panicking
How to work the 30/60/90-day buckets, prioritize collections, and know what to chase.
By Kyle Summerford, 25+ years in dental practice management. Shared with the DOMA community of 26,700+ dental office managers.
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- ✓ You Opened the Report. Now What?
- ✓ What Your Aging Report Is Really Telling You
- ✓ Before You Start: Clean Up the Report
- ✓ The 0–30 Day Bucket: Prevent Problems Early
Inside the guide
What you'll get from this guide
How to work the 30/60/90-day buckets, prioritize collections, and know what to chase.
02
What Your Aging Report Is Really Telling You
Some practice management systems further divide the 90+ bucket into 91–120 days and 120+ days, giving you even more granularity on your oldest balances.
03
Before You Start: Clean Up the Report
Unposted insurance payments, incorrect adjustments, duplicate charges or credits, and claims never submitted.
04
The 0–30 Day Bucket: Prevent Problems Early
If something looks wrong now, fix it now.
05
The 31–60 Day Bucket: Start Taking Action
Insurance: check status and document everything. Patient: confirm contact and set a next step.
06
The 61–90 Day Bucket: Escalate the Follow-Up
Claim denials, missing documentation, patient disputes, failed payment arrangements and secondary insurance issues.
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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