Dental Billing: PMS Workflow Demo (Claim Edits & Denial Mgmt) - Curve/Oryx/Dentrix Ascend/CareStack
Purpose: Record a screen-share session showing real dental billing workflows in your PMS using mock data—specifically claim editing before submission and denial management.
What You'll Show:
PRE-SUBMISSION WORKFLOW
- Start with a completed treatment case (e.g., crown, filling) in your PMS
- Run eligibility/benefits check (coverage, deductible, copay, plan limits)
- Build/review the claim: populate or correct claim data (patient info, codes, fees, tooth numbers, descriptions)
- Highlight manual edits you make (fee corrections, missing tooth numbers, narrative updates)
- Show validation checks/warnings the system generates
- Attach documents if needed
- Walk through final review screens before submission
- Show submission process (batching, clearinghouse, confirmations)
DENIAL MANAGEMENT WORKFLOW
- Receive and process an ERA in the PMS (show how denials appear)
- Analyze denial reason (bundling? Missing docs? Pre-auth? Code not covered?)
- Correct and resubmit if possible
- Mark non-correctable denials for patient billing
Data: No real patient information needed. Use test/sandbox environment or realistic mock data (e.g., "John Doe, DOB 01/15/1985, Policy #ABC123456"). We want authentic workflow demonstration with zero confidential data.
Required Experience:
- Current or recent (last 2 years) dental billing specialist/biller role
- Daily hands-on use of: Curve Dental, Oryx Dental, Dentrix Ascend, or CareStack (preferred)
- U.S. dental insurance claims experience (CDT codes, denials, pre-auth)
- Comfortable explaining workflows clearly on screen-share
Deliverables:
- 1–3 screen-share sessions (30–90 minutes each) via Google meet or zoom (we record)
- At least one complete claim cycle demo + one denial workflow demo
- MUST share in screen share review: one of the above mentioned Practice management solutions
- Optional: brief notes on key decision points
Timeline: ASAP, flexible scheduling
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