Billing Reconciliation
September 2025
In any dental or oral surgery practice, efficient billing isn’t just about sending claims and statements—it’s about maintaining financial health, accuracy, and trust with patients and payers. One of the most critical components of an effective billing system is reconciliation, both on a daily and monthly basis.
What is Reconciliation?
Reconciliation is the process of ensuring that all payments, charges, and adjustments recorded in your practice management software match the actual deposits in your bank account and accounting software. In simpler terms, it’s verifying that the money you expect to have is actually there, and that any discrepancies are identified and addressed promptly.
Benefits of Reconciliation
Error Detection in Real Time – Daily reconciliation helps identify posting errors, typos, duplicate charges, or misapplied payments before they accumulate into bigger issues.
Cash Flow Accuracy – By checking daily deposits against patient payments and insurance remittances, practices maintain a clear understanding of their daily cash position.
Improved Patient Service – Catching discrepancies early prevents billing delays, reducing confusion and improving patient satisfaction.
Fraud Prevention – Daily oversight helps detect unusual activity, such as missing funds or irregular adjustments, minimizing the risk of internal or external fraud.
A well-designed reconciliation process creates a thorough checks and balance between your front desk, your practice management software, and your bank records. It both relies on and creates consistent record keeping across all areas of your practice.
While daily reconciliation keeps operations on track, monthly reconciliation provides a strategic, big-picture review. It involves reconciling all billing activity for the month, including insurance payments, patient balances, adjustments, write-offs, and deposits. Reconciliation is far more than a bookkeeping task—it’s a cornerstone of financial health!
Dental Billing & Consulting Professionals is happy to be a resource to you as you train your staff and implement a reconciliation workflow. Call or text us anytime at (860) 435-7344 for a free consultation on how we can customize services for you and your goals. And, stay tuned for what’s coming next in what we offer!