(And how to avoid them — the smart way)

1. Sending claims without proper attachments
   Missing perio charts, X-rays, narratives, and photos trigger denials.
   ✅ Fix: Create an attachment checklist by procedure code.
2. Submitting claims before insurance verification is complete
   Guessing on coverage = write-offs later.
   ✅ Fix: Verify every patient before treatment with full benefit breakdowns.
3. Not documenting medical necessity
   Claims get denied when notes are vague or incomplete.
   ✅ Fix: Use narrative templates tied to CDT codes and documentation requirements.
4. Ignoring claim rejections in the clearinghouse
   Rejected ≠ denied — but too often, no one is checking.
   ✅ Fix: Monitor rejections daily and correct them within 24 hours.
5. Not following up on unpaid claims
   Leaving claims to “sit” over 30 days delays revenue.
   ✅ Fix: Establish a weekly AR follow-up system by aging category.
6. Posting payments incorrectly (or not at all)
   Errors throw off reports and hide unpaid balances.
   ✅ Fix: Reconcile deposits daily and post with proper adjustments.
7. No system for secondary insurance claims
   Secondary claims pile up and go unpaid due to missing EOBs or COB confusion.
   ✅ Fix: Submit secondary claims with primary EOB + remark codes.
8. Underestimating the power of accurate fee schedules
   Outdated fee schedules = wrong estimates and messy ledgers.
   ✅ Fix: Update fee schedules annually — and audit for accuracy.
9. Letting credit balances go unmanaged
   Ignored credits create compliance risk and state audit problems.
   ✅ Fix: Review credit balances monthly and follow state refund laws.
10. Lack of billing accountability
    When billing is “everyone’s job,” no one owns it—and money slips away.
    ✅ Fix: Assign billing roles or outsource to a dedicated RCM partner.

Revenue Rescue for Dental Practices

billingwithintegrity.com