Pitfalls in Clinical Documentation & Recordkeeping

AGD PACE approved for 1 CE credit

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Pitfalls in Clinical Documentation & Recordkeeping

Lack of specificity in clinical documentation can be a tremendous risk for the dental practice. Documentation is not all about getting reimbursed from insurance, it is proving medical necessity while ensuring quality patient care. Each dental team member plays an important role in record keeping, and it is vital each team member understands how to document correctly. In this course, we will review the most common pitfalls of documentation and how to avoid them. Failure to document properly can be costly for your dental practice - safeguard your practice with proper documentation.

Course Objectives

After the course attendees will:

  • Learn what it means to prove medical necessity in your documentation
  • Apply the SOAP method in your documentation
  • Identify documentation pitfalls in your practice and correct

Earn one (1) CE credit


Course Instructor: Dilaine Gloege

Dilaine Gloege is a dental practice consultant with a focus on practice administration to improve insurance claims collection. She helps dental billing professionals collect more from dental billing processes through training in dental and medical procedure coding, coordination of benefits, and documentation. She has written and contributed to many professional publications, numerous blog articles and is the author of Dental Claim Support’s Profitable Guide to Coordination of Benefits for Dentists.

Dental Claims Academy

This course is part of a training center for professionals to improve insurance collection in any dental practice. Get access to all resources--coding knowledge, billing process training, a discussion forum, and more--as a member of Dental Claims Academy.

Purchase On-Demand

Who would benefit from this course:

  • Dentists
  • Office Managers
  • Billing and Treatment Coordinators
  • Front Desk
  • Insurance Coordinators
  • Administrators
  • Scheduling Coordinators
  • Dental Assistants
  • Directors of Operations
  • Practice Administrators

Self Instructed Study: Access to recording and any resources for (1) year.

Credit Hours: One (1)
AGD Subject Code: 550
Course created: April 13, 2021
Course reviewed: July 5, 2022
Course expires: July 5, 2024
Provider Approval: #410445
Nationally Recognized (AGD-PACE) Academy of General Dentistry Program approval for Continuing Education

Who would benefit from this course:

  • Dentists
  • Office Managers
  • Billing and Treatment Coordinators
  • Front Desk
  • Insurance Coordinators
  • Administrators
  • Scheduling Coordinators
  • Dental Assistants
  • Directors of Operations
  • Practice Administrators

PACE-Approved for CE Credit

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Dental Claims Academy
Nationally Approved PACE Program Provider for FAGD/MAGD credit. Approval does not imply acceptance by any regulatory authority or AGD endorsement.
4/1/2022 to 3/31/2024.
Provider ID# 410445