848: Six Reports Every Admin Should Run – Robyn Theisen

Do you want to improve profitability, but don't know how? It’s easier than you think! To help you simplify the process, Kirk Behrendt brings back Robyn Theisen, one of ACT’s amazing coaches, to reveal the six reports every admin team member should run to create and maintain financial stability. Stay on track with consistent reporting! To learn how to create a system that will improve profitability, financial accountability, and timely collection, listen to Episode 848 of The Best Practices Show!

Learn More About Robyn:

• Send Robyn an email: robyn@actdental.com 
• Follow Robyn on ACT’s Instagram: https://www.instagram.com/actdental
• Send Gina an email: gina@actdental.com 

More Helpful Links for a Better Practice & a Better Life:

• Subscribe to The Best Practices Show: https://the-best-practices-show.captivate.fm/listen
• Join The Best Practices Association: https://www.actdental.com/bpa
• Join ACT’s To The Top Study Club: https://www.actdental.com/ttt
• See the ACT Dental/BPA Live Event Schedule: https://www.actdental.com/event
• Get The Best Practices Magazine for free: https://www.actdental.com/magazine
• Please leave us a review on the podcast: https://podcasts.apple.com/us/podcast/the-best-practices-show-with-kirk-behrendt/id1223838218

Episode Resources:

• Watch the video version of Episode 848: https://www.youtube.com/@actdental/videos
• Register for ACT’s To The Top Study Club (April 11, 2025): https://www.eventbrite.com/e/climb-with-us-register-for-april-11-2025-ttt-study-club-tickets-1012966789937
• Register for ACT’s courses and resources in the BPA: https://www.actdental.com/bpa
• Download ACT’s BPA app on the Apple App Store: https://apps.apple.com/us/app/best-practices-association/id6738960360
• Download ACT’s BPA app on the Google Play Store: https://play.google.com/store/apps/details?id=com.actdental.join&hl=en_US

Main Takeaways:

• Production reports will help you understand how productive your practice actually is.
• Collection reports highlight what is received, collection efficiency, and revenue gaps.
• Adjustment reports ensure that write-offs are appropriate so that revenue is not lost.
• Daily deposit reports verify that payments are properly deposited and accounted for.
• Reports on procedures not attached to a claim help catch overlooked procedures.
• Unsent claims reports ensure that claims are submitted in a timely manner.
• Have systems in place so that your team runs these reports consistently.
• It only takes 15 to 30 minutes of your time to run these reports.

Snippets:

0:00 Introduction.

1:34 Why these six reports are important.

4:22 Report #1) Production reports.

7:11 Report #2) Collection reports.

8:46 Report #3) Adjustment reports.

12:24 Report #4) Daily deposit reports.

15:24 Report #5) Procedures that are not attached to a claim reports.

17:44 Report #6) Unsent claims reports.

18:33 How long will it take to run these reports?

19:32 Final takeaways.

Robyn Theisen Bio:

Robyn Theisen brings an entire life and legacy of dental experience to the team and every team with which she works as the daughter and sister of dentists. With almost 20 years of experience in dentistry, her roles ranged from practice management to operations at Patterson Dental to coaching teams. Robyn’s passion is empowering teams to realize that they can dramatically impact the lives of the people they serve by implementing skills and systems to remove barriers to life-changing dental treatment. She has done it for decades and does it every day with dental teams.

Outside of coaching, she enjoys time with her husband, Rob, and two daughters, Emerson and Ruby. She loves traveling, music, fitness, and cheering on the Michigan State Spartans.