Meet Our Consultants
Lindsay quinn
Financial Systems, Management Training AND Administrative Systems
With over 15 years of experience in general dentistry, orthodontics, and personal development, Lindsay’s expertise will optimize the financial health of your practice and transform your Financial team into a sheer powerhouse.
With a depth of knowledge rarely found in orthodontics, Lindsay helps financial teams develop a comprehensive mastery of the Financial and Insurance Coordinator roles. Lindsay’s financial expertise provides financial teams with the tools needed to maximize AR, minimize delinquencies, and ensure your practice financial systems are running seamlessly. Financial audits and training in credentialing and working with PPO insurance companies is also available.
FINANCIAL SYSTEMS
ACCOUNTS RECEIVABLE MANAGEMENT
Workflow for the Financial Coordinator role
Contract preparation and presentation
Adjustment protocols
Management of practice delinquencies
Collection protocols
Renegotiating a contract
Auto draft / FLEX spending accounts
Financial reporting
INSURANCE PROTOCOLS
Estimated insurance benefits
Understanding insurance payments, waiting periods and deductibles and how they affect insurance contracts
Coordination of primary and secondary
Processes for filing PPO claims that include additional procedures
Claim monitoring
Process for claim disputes/appeal
Process for fee negotiation of In Network providers
ADMINISTRATIVE SYSTEMS
• Goal setting
• Alignment of team to core values
• Defining staff roles and responsibilities
• Administrative training programs
• Task and project management
• Staffing and organizational planning
• Organizational systems
• Productivity and accountability tools
• Budgeting and overhead management
Management Training
• Leadership needs assessment
• Organizational planning to support practice growth and alignment of roles
• Defining the Office Manager and Leadership team roles
• Office Manager and Leadership team training
• Management systems
• Human Resource systems and tools (Recruitment and interview techniques, candidate screening protocols, orientation and onboarding programs)
• Performance management
• Reporting
• Strategic planning