DEN 145 1 - Dental Practice Management- FINAL EXAM

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Includes chapters: 61, 62, 63, 64

Last updated 3:14 AM on 4/28/26
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83 Terms

1
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HIPAA

Health Insurance Portability and Accountability Act; a law to enhance and protect patient rights.

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Operating Procedure Manual

A document that communicates policies and procedures for staff to follow.

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Record Keeping

The process of maintaining adequate and accurate records as a business assistant's responsibility.

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Personnel Manual

A manual outlining employment policies, job descriptions, and employee benefits.

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Cyber Security

Protective measures to guard against data breaches in dental practices.

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Filing Systems

Methods to classify and arrange records for easy preservation and retrieval.

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Active Files

Records of patients seen recently, usually within the past 2 to 3 years.

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Inactive Files

Records of patients who have not been seen in the last 3 years.

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Purge Tabs

Color-coded tabs used to quickly sort records into active and inactive categories.

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Appointment Scheduling

The process of planning patient appointments for optimal workflow and productivity.

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Inventory Management

Systematic tracking and ordering of dental supplies to ensure adequate stock.

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Continuation Appointment System

An appointment system where patients are given specific future appointment dates.

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Reorder Point

The inventory level at which a new order should be placed to replenish supplies.

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Service Contract

An agreement that provides for emergency repairs and maintenance of dental equipment.

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Data Breach

An incident where unauthorized access leads to the loss of confidential information.

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Electronic Filing

Storing records digitally on a computer's hard drive.

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Financial Arrangements

Establishing payment plans or options for patients regarding their dental care.

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Recall System

A method for reminding patients of their next dental appointments.

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Backorders

Items that are not available for immediate delivery and will be shipped later.

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Accounts Receivable

The accounts receivable system manages all money owed to the practice, including the collection fees for professional services provided to a patient.

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Credit Report

A report that provides a financial profile of the patient, often requested by the dentist, especially for costly procedures.

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Fee Presentation

An estimate developed as part of the treatment plan that presents the costs to the patient before treatment begins.

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Accounts Payable

All the money that is owed by the practice as a result of expenses incurred during its operations.

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Disbursements

Payments made for accounts payable; they are the outflow of cash to settle obligations.

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Petty Cash

Money kept on hand for small expenses or to provide change to patients.

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Managed Care Dental Insurance Plan

Insurance plan structured with various types of provider organizations and payment arrangements to manage costs.

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Birthday Rule

A guideline used to determine which parent's insurance is primary for a child, based on whose birthday comes first in the calendar year.

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Standardized Claim Form

A standardized document provided by the ADA used for submitting dental claims to insurance carriers.

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Insurance Fraud

Acts such as billing for services not provided or changing fees on a claim form to obtain higher payments.

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Career Goals

The objectives that an individual sets for their professional development and career trajectory.

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Professional Philosophy

A personal statement reflecting an individual's values and commitments in relation to their career.

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Résumé

A summary of skills, abilities, education, and work experience presented to potential employers.

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Cover Letter

A letter that introduces you to potential employers and markets your skills and qualifications.

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Americans with Disabilities Act (ADA)

A law that prohibits discrimination against individuals with disabilities in all areas of public life.

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Job Application Form

A document that candidates fill out to provide their personal and professional details to potential employers.

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Salary Negotiations

The discussion process between an employee and employer to agree on compensation and benefits.

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Employment Agreement

A formal document outlining the terms of employment between the employer and employee.

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Interview Etiquette

The professional behavior expected during interviews, including punctuality, appearance, and communication.

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Job Termination

The process and conditions under which an employee's job is ended, whether voluntarily or involuntarily.

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What are general categories of communication?

verbal and nonverbal

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closed ended questions usually begin with words such as?

is

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fears based on feelings, attitudes, and concerns that developed at the suggestion of peers, parents and other individuals

subjective fear

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what is the most important public relations tool in a dental practice?

Telephone

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what is a good phone skill

using the callers name

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letter format where text is flushed with left margin with indented paragraphs

semi-block

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__ marketing includes health fairs, in school presentations, and working with senior citizens

External

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the key to a successful work environment is

teamwork

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what minimizes stress in the dental office

good communication

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which human behavior factor is most significant when analyzing a highly diverse society

culture

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what is peer pressure

adaptation of personal behavior to fit in

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why do we use closed ended questions?

to confirm information

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how should a DA react if a patient begins to move restlessly, sweating and appears to be agitated

ask if PT is in pain and assure that everything is fine

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what is nonverbal communication

expressed through body language and eye expression

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what is a characteristic of goof listening skills

should not be influenced by the speakers appearance

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what is required to be a good team member

be flexible and receptive to change

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what is conflict

differences

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good communication with dental team members will most likely help build the dental practice

PT will refer others to the office

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what occurs when a parents tells a child will result in a cavity and a shot

acquired fear

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what should be included in a message

callers name, phone number, and reason for call

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what information should be included when dictating a message into
the answering machine

brief instructions for the caller

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when completing written correspondence to insurance carriers, which information should be included

PT name, address, and identification number

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an example of a written message is what?

letters, memos, faxes

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electronic communication is the digital exchange of information like an email, text message, and blogs

true

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interpersonal conflict occurs when members of the team disagree about a given situation

False

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Good communication is the backbone of a well-run organization

true

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Cultural Diversity

Differences must be understood

Gender

Race

Cultural heritage

Age

Physical abilities

Spiritual beliefs

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Social Attitudes

Social attitudes influence behavior and a cultural way of thinking

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Peer Pressure

We often have the tendency to adapt our behavior so as to fit in with a particular group

Peer pressure is seen when a person conforms to the general behavior of a group of peers in an attempt to feel more acceptable within that group

Peer pressure can have a negative or positive effect

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Communication Pathways

Communication is one of the most important aspects of a dental assistant’s job

We spend most of our day communicating with others

We communicate with words, facial expressions, appearance, gestures, mannerisms, listening, voice inflection, attitudes, and actions

The two parts of the message identified above are grouped into the two general categories of verbal and nonverbal communication

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Verbal Communication

Verbal communication is made up of the words we use

Words are important

  • Always select words that will not frighten, intimidate, or upset a patient

Voice quality (Is your voice calming or startling)

Asking questions

  • Closed-ended questions (yes/no)

  • Open-ended questions

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Nonverbal Communication

Body language

  • What messages are we sending through the body language.

  • The way we carry ourselves and move about

Posture, movements, and attitudes transmit major messages

Facial expressions indicate a wide range of emotional states

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Listening Skills

To be a good listener:

Don’t let your mind wander

  • Put aside personal concerns while the patient is talking

Don’t concentrate on formulating a reply

  • Concentrate on what the patient is actually saying

Look as well as listen

  • Pick up both the verbal and nonverbal information the patient is transmitting

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Communicating with Colleagues

Working in a positive, challenging, and stress-free environment is what everyone wants from their place of employment

  • A patient can tell right away what level of harmony exists in a particular dental setting

The one key to a successful work environment is TEAMWORK

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Being a Team Member

Be flexible and receptive to ways responsibilities are performed

Be self-confident and use self-initiative when it is time to get things done (Be a Self Starter, be willing to help out)

Show appreciation to coworkers

Think before speaking

Do not let your emotions get overly involved

Remember that the first impression is not always the right one

Share the ups and downs of the day

“Your way” may not always be the right way

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Communicating with Patients

Effective communication is important in achieving patient satisfaction

Patients who have good relationships with their dentist and the dental staff are likely to:

  • Stay with the practice

  • Accept the treatment presented to them

  • Pay for their treatment on time

  • Refer other patients to the practice

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Psychological Needs

More obvious when a patient appears tense, suspicious, apprehensive, and resistant to suggested treatment

One major factor is the patient’s current life situation (Is there abuse going on with that person)

Other important factors are:

Previous dental experiences

Attitudes and beliefs about the importance of his or her teeth

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Anxiety and Fear of Pain

For many patients, it is the expectation of pain, not actual pain, that causes the greatest distress

Subjective fears, also known as acquired fears, are based on feelings, attitudes, and concerns that have developed at the suggestion of peers, siblings, parents, or other individuals

Objective fears, also known as learned fears, are those related to the patient’s experiences and his or her own memories of those experiences

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Financial Needs

Often, a major obstacle to patient acceptance is the cost of treatment

Patients may believe that:

The fees are too high

They are unable to afford the treatment

That they do not need the treatment

Many people do not equate dental care with basic human needs such as shelter and food

Getting people to understand the benefits and advantages of appropriate treatment requires good communication skills

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Phone Skills

The phone is your most important piece of equipment used in public relations

Most patients make their first contact with the dental office by phone

The first contact, the patient forms an opinion of the practice.

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Callers Wanting to Speak to the Dentist

The dentist should not be interrupted at chairside to come to the phone

Phone interruptions may do the following:

Reduce productivity and cause treatment delays

Are inconsiderate to the seated patient

Make it difficult for the dental team to maintain infection control protocols

The most common exceptions for which a dentist should come to the phone are to talk with another dentist, the dental laboratory technician, or an immediate family member

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Types of Business Letters

Many practices send letters to their patients for a variety of reasons, including:

Welcome to the practice

Congratulations

Acknowledgment of a referral

Completion of an extensive case

Continuing care (recall)

Missed appointment

Proposed treatment

Collection of payment

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Types of Practice Marketing

  1. EXTERNAL MARKETING activities take place outside the office and are directed to people who are not patients

Activities include:

Health fairs

Presentations to schoolchildren or senior citizen groups

External marketing activities may require staff members’ participation in the community

  1. Internal marketing strategies are those activities and promotions that are targeted to current patients of the practice

Publishing a practice newsletter

Developing promotional materials for insertion into monthly statements

Sending flowers or other appropriate “thank you” gifts to those who refer new patients to the practice

Sending birthday or other special occasion cards to patients

Sponsoring giveaways, office open hours, and other promotional events

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Dental Office Newsletter

The newsletter represents a valuable communication tool for the practice

Purposes include the following:

Keeping patients aware of new technology and treatment advances

Keeping in touch with the dentist and members of the dental team

Listing patients’ names as referral sources or contest winners

Note: Names are used only with the patients’ permission

Announcing other changes that have taken place within the practice