3 Benefits of Chart Auditing and How to Do It

May 16, 2023

Filed under: Uncategorized — dentalsupportteam @ 5:53 pm
wall of dental charts

Think fast—how many of your patients would you consider active? How many haven’t scheduled the work for their treatments plans? Although these questions may put you on the spot, they lead to important information to have every now and then.

Chart auditing, the process of determining the answers to these questions, may not be your top priority right now, but it needs to be done on a regular basis to keep a finger on the pulse of your patient base. In this post, you’ll learn why chart auditing is essential for your business and how to use it to your advantage.

Benefits of Chart Auditing

Chart auditing often gets shelved because of the hustle and bustle of everyday tasks higher on the list of urgent projects. However, getting chart auditing done can help your practice succeed in many ways.

#1: Better Marketing

Determining which patients are still active can narrow your focus in marketing and outreach efforts on a more intentional audience. If you choose to send out direct mail postcards to advertise, you can specifically maximize your results by targeting those who have not completed treatment yet or those who have not come to your practice in a long time.

#2: More Accurate Information

If you are thinking about bringing on more dentists or specialists, hiring more staff members, or making other important business decisions, you need to have a clear idea of how many patients are actively coming to your practice. Having more precise numbers can let you know whether your practice can sustain and benefit from these changes.

#3: More Revenue

When you have so many patients, it can be difficult to keep straight who is due for an appointment or who hasn’t scheduled to complete treatment. As a result, these patients, as well as the revenue they would bring in, fall through the cracks. Chart auditing helps you know who to contact and try to reactivate.

How to Identify Inactive Patients Through Chart Auditing

The auditing process can be time consuming and involves going through your records and picking out the cancellations, no-shows, or simply those who haven’t scheduled their next appointment. Most dental management software suites nowadays do the major legwork in compiling these records, but someone still needs to evaluate each case to determine the cause and the next steps to take.

Dental Support Specialties can perform this time-consuming project for you, allowing your team to carry on with their normal busy day-to-day tasks. We can give you the information you need to make smarter business and marketing decisions!

About Dental Support Specialties

Dental Support Specialties is more than just a dental answering service. In addition to this service, we also offer chart auditing, billing assistance, and insurance verification. We provide remote services, which means your in-office team can stay focused on great customer service in person. If you are interested in working with us, you may contact us via our website here.

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