Janet Velazquez
Operations Consultant
Orlando, Florida, United States
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Janet’s commitment to a standard of excellence is driven by her dedication to a life of learning and growing. She was welcomed into the field of Dentistry in 1998 by a Dentist who took her under his wing and showed her everything she was willing to learn. Having spent the first ten years working as a cross-trained dental assistant, she discovered her passion for the business of healthcare in 2008 when she partnered with a Dentist to open a startup in the middle of a national recession. Today, she partners with businesses Nationwide to fine tune the many variables that hinder productivity.
Janet’s educational journey includes a degree in Organizational Leadership, Business, and Communication from Rollins College in Winter Park, FL. She is a recognized Consultant with the National Society of Certified Healthcare Business Consultants (NSCHBC) and is a part of the AADOM Speaker/Consultant Alliance with the American Association of Dental Office Management where she has also been awarded Fellowship distinction. In 2021, Janet expanded her impact further by becoming a registered Fraud Examiner with the Association of Certified Fraud Examiners (ACFE), where she supports businesses in identifying and preventing employee theft and embezzlement.
Area of Expertise
Addressing the Gaps Costing You Thousands!
Session Overview
The most effective way to understand financial risk is to examine what discrepancies
look like in the real world. Using case-study-style examples, participants will learn to
recognize costly patterns that involve payments, refunds, adjustments, write-offs, and
patient balances.
Participants Will Examine
Adjustments and write-offs.
Refunds that don't align with patient activity.
Payments recorded differently from deposits.
Unusual account changes and patterns involving credits and outstanding balances.
Transactions occurring outside normal workflows.
Financial activity that appears individually reasonable but becomes concerning
when viewed as a pattern.
Key Message
One unusual transaction may be an error. A recurring pattern deserves investigation.
Participants will learn how to move from “something doesn't look right” to asking the
right questions and documenting the discrepancy appropriately.
Audience
Practice Owners • Dentists
Office Managers • Administrators
Front Office • Clinical Teams
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