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