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Online Event

Recording: Closing the Year with Confidence: Financial Clean-Up Ideas (1 CEU)

TBD
Virtual / Online
Free
1 CE Hour

About This Event

As the calendar year winds down, it's the perfect time for chiropractic offices to take a proactive approach to financial organization. This one-hour webinar is designed specifically for chiropractic teams"”especially those managing patient finances"”to help you wrap up the year with clarity and confidence. We'll walk through essential clean-up strategies, identify common end-of-year pitfalls, and provide practical tools to ensure your financial systems are accurate, compliant, and ready for a fresh start in the new year. Whether you're a seasoned office manager or new to handling patient accounts, this session will equip you with actionable steps to streamline your processes and set your practice up for success in the year ahead.Participants will learn to identify and resolve outstanding patient balances, audit and clean up financial records such as EOBs and unapplied payments, and implement a checklist for January 1st readiness. This ensures a smooth financial transition into the new year, improving year-end collections and reporting, and setting the practice up for continued success.

Event Details

Start Date

TBD

End Date

TBD

Price

Free

CE Hours

1 hours

Format

Online / Virtual

Speakers

3

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Speakers

Scott D. Banks
Scott Greenberg
Rebecca L. Scott