Effective financial management is essential to a healthy practice. ClearDent’s robust reporting and reconciliation tools help you close the books efficiently, manage accounts receivable, and handle daily deposits accurately.
In this Community Class, learn how to:
- Run and interpret month-end and A/R reports to understand your practice’s financial health
- Execute day-end processes to reconcile payments and prepare for the next day
- Use ClearDent’s Reverse Bank Deposit feature to correct deposit errors without hassle
- Identify and resolve any discrepancies in deposits and receivables
- Implement workflows that improve accuracy and save time
- Empower your team with best practices for consistent month-end and day-end routines
Gain the confidence and control to keep your practice’s finances on track and your team productive.
This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Allison Sarney | Implementation Team Lead
As an Alberta native, Allison has worked in the dental field since 2000, first as a Preauthorization Coordinator and later as an Office Manager before joining ClearDent in 2017. Her practical dental experience helps her better identify with offices as she trains and provides a unique perspective on how an all-in-one dental management software can benefit practices.
