When I talked to my dentist, Dr. Kwon — an AACA member from Menlo Park, California — about managing his practice's finances, I was shocked. Coming from the world of financial technology, I couldn’t believe that in his thriving practice, with millions of dollars in annual collections, most financial tasks were still being done manually — a job I took on for a few months myself.

It made me wonder about alternatives to the tens of hours spent every week on tasks like manually entering insurance payments, depositing paper checks, reconciling accounts, and sending out patient statements full of confusing billing codes.

In this course, we’ll share how we automated insurance payment processing in Dr. Kwon’s office, freeing up 60 hours a month for his team, making cash-flow 4x faster, and significantly increasing collections. We’ll cover how software can streamline the AR and improve its accuracy and reliability.

Course Objectives

• Reveal how software can automatically post insurance payments directly into the practice management system and reconcile them against the bank account.

• Share future developments in financial automation, like a one-stop solution for streamlined insurance AR, patient billing, dental analytics, and payroll.

• Provide tips to reduce virtual credit card and EFT processing fees.

Steijn Pelle

Steijn is an entrepreneur who has specialized in growing companies in financial technology and healthcare. He is the co-founder and chief executive officer of Lassie, a company which helps dentists take control of their practice by automating financial jobs with software.

Prior to that, Steijn was an early leader at Robinhood, Coinbase, and HealthTap – responsible for the growth of products that now millions of people love to use every day.

As the grandson of small business owners from The Netherlands, he is on a mission to bring easy-to-use technology to doctor offices across the country. He aims to make it more predictable, fun, and easy to run private health practices.