Helping dental practices improve organization and visibility of outstanding accounts.

✓ Accounts receivable review and organization
✓ Aging report review
✓ Outstanding balance tracking
✓ Patient account cleanup
✓ Account reconciliation support
✓ Identification of accounts requiring attention
✓ Administrative follow-up lists for office review
✓ Monthly A/R organization support

Helping practices review aging accounts, organize next steps, and prepare information for office decision-making.

✓ Review of aging patient accounts
✓ Identification of balances requiring attention
✓ Organization of outstanding account information
✓ Administrative recommendations to support practice review
✓ Collections preparation support
✓ Preparation of accounts for potential collection referral
✓ Organization of required account notes and documentation
✓ Tracking accounts requiring further follow-up
✓ Preparation of accounts for office review regarding adjustments, write-offs, or collection referral

Willow & Pine provides administrative support only. Final decisions regarding patient communication, account adjustments, write-offs, and collection referrals remain the responsibility of the dental practice.

Supporting consistent billing workflows through organized statement management.

✓ Monthly patient statement preparation
✓ Statement review and organization
✓ Outstanding balance identification
✓ Statement tracking support
✓ Preparation of billing reports and follow-up lists
✓ Support with maintaining consistent billing workflows

Helping dental practices maintain accurate insurance payment records.

✓ Insurance payment entry
✓ EFT payment posting
✓ Payment allocation support
✓ Insurance reconciliation support
✓ Review of unapplied or unidentified payments
✓ Identification of payment discrepancies
✓ Organization of insurance payment records

Important Note: Willow & Pine Remote Dental Solutions provides administrative support by reviewing insurance payments, identifying discrepancies, and determining possible reasons for non-payment, overpayment, underpayment, or processing issues. Willow & Pine does not contact insurance providers or patients on behalf of the dental office. Any required follow-up, corrections, appeals, or resolution of insurance matters remain the responsibility of the dental practice.

Helping practices stay organized across insurance platforms.

✓ Organize and maintain insurance portal information
✓ Retrieve EOBs (Explanation of Benefits)
✓ Track outstanding claims
✓ Review unpaid or outstanding insurance payments
✓ Gather missing payment details for office review
✓ Assist with insurance documentation organization

Important Note: Willow & Pine Remote Dental Solutions provides administrative support by reviewing insurance payments, identifying discrepancies, and determining possible reasons for non-payment, overpayment, underpayment, or processing issues. Willow & Pine does not contact insurance providers or patients on behalf of the dental office. Any required follow-up, corrections, appeals, or resolution of insurance matters remain the responsibility of the dental practice.

✓ TRACKER workflow support
✓ Patient account organization
✓ Ledger review support
✓ Administrative report organization
✓ Insurance workflow support
✓ Account cleanup assistance
✓ MaxAssist/RecallMax administrative support (for applicable offices)

Helping practices maintain organized recall workflows.

✓ Organizing pending recall lists
✓ Reviewing recall opportunities
✓ Preparing recall follow-up lists
✓ Supporting hygiene schedule organization
✓ Helping practices maintain consistent recall processes

For practices using RecallMax/MaxAssist, Willow & Pine provides administrative support by helping manage recall lists, confirm appointments, and assist with scheduling hygiene and recall visits to help maintain an organized and productive schedule.

✓ Recall list management
✓ Appointment confirmation support
✓ Hygiene recall appointment assistance
✓ Recall workflow organization
✓ Administrative scheduling support

Helping practices maintain accurate and organized scheduling systems.

✓ Updating office hours
✓ Managing holiday closures
✓ Maintaining accurate calendar availability
✓ Supporting schedule organization
✓ Assisting with appointment availability management
✓ Helping keep practice calendars organized

Every dental practice has unique administrative needs. We provide flexible support for additional tasks such as account reviews, workflow organization, reporting assistance, data cleanup, and other administrative requests to help your team stay organized and efficient.

Focused support for practices needing help getting caught up.

✓ A/R cleanup projects
✓ Insurance payment backlog organization
✓ Patient account review
✓ Statement workflow organization
✓ Administrative process cleanup
✓ Customized project-based support