About this event
Audience: Insurance and Financial Coordinators
Date: November 11, 2026
Time: 1:00p ET
Length: 1 hour
Format: Interactive Roundtable
Please reserve a seat only if you plan to attend live. Space is intentionally limited to keep the roundtable interactive and give participants an opportunity to contribute. We ask that you join us for the full session and come ready to participate through Chat, polls, questions, and conversation. No camera or microphone required - promise!
Managing the financial and insurance side of an orthodontic practice means keeping track of a lot of moving pieces. Patient balances, contracts, AutoPay, insurance claims, payments, takebacks, follow-up, reporting, and communication all compete for your attention, and falling behind in one area can quickly create more work somewhere else.
This roundtable brings Financial and Insurance Coordinators together to talk about the routines, workflows, and habits that help keep it all under control.
How do you stay ahead of patient and insurance balances instead of constantly playing catch-up? What reports do you rely on, and what information within those reports is most valuable to you? What checks do you have in place before initializing a contract? How does your office handle financial conversations with patients? What insurance task consumes more of your time than it should? And if you were unexpectedly out of the office, could someone else step in and keep things moving?
Every office handles these responsibilities a little differently, and that’s where the conversation gets interesting.
Bring the processes that work well, the ones that could work better, and the questions you’ve always wanted to ask another Financial or Insurance Coordinator. Which reports are they running? How often? What are they looking for? Whether you want to compare workflows, find out how another office approaches a common challenge, or simply ask, “How do you do this in Tops?”, this is the place to ask.
Come ready to ask questions, share what’s working in your practice, hear how your peers approach the same challenges, and leave with ideas you can take back to your team.
Episode 4 of a 5-part series
LIMITED SEATS • REAL CONVERSATIONS • YOUR QUESTIONS • YOUR PEERS
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