01
Introduction: You Opened the Report. Now What?
What needs attention now? What needs follow-up? What needs correction? Who owns the next step? Errors, credits, unapplied payments, and posting Every balance should have…
Free reading aging report without guide
Reading Your Aging Report Without Panicking
A practical guide for dental office managers, financial coordinators, insurance coordinators, and practice leaders on how to work the 30/60/90-day buckets, prioritize collections, and know what to chase — without losing your mind.
- ✓ Introduction: 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
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Inside the guide
What's inside Reading Your Aging Report Without Panicking
A practical guide for dental office managers, financial coordinators, insurance coordinators, and practice leaders on how to work the 30/60/90-day buckets, prioritize collections, and know what to chase — without losing your mind.
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 Claims Never Submitted Coordination-of-Benefits Issues Contractual Adjustments Not Entered…
04
The 0–30 Day Bucket: Prevent Problems Early
What to Review Your Goal for This Bucket toward resolution. If something looks wrong now, fix it now.
05
The 31–60 Day Bucket: Start Taking Action
Insurance: Check Status Insurance: Document Everything Patient: Confirm Contact Patient: Set a Next Step Has a statement been sent? Was the patient contacted? Does Never…
06
The 61–90 Day Bucket: Escalate the Follow-Up
Claim Denial or Rejection Missing or Incorrect Documentation Patient Confusion or Dispute Failed Payment Arrangement Secondary Insurance Issue Was a payment plan set up…
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.
Don't wait to put this guide to work.
Complete the form to receive the free guide and start putting it to work in your practice.