Meet Our Consultants

Raylyn Nelson

FINANCIAL SYSTEMS /
SOFTWARE SYSTEMS OPTIMIZATION

Raylyn Nelson’s expertise spans over 28 years in the fields of Dentistry and Orthodontics. A well-known software systems trainer, Raylyn specializes in the advanced set up and training for Dolphin management software to maximize efficiency. 

Raylyn also applies her in depth knowledge of financial systems and protocols to ensure financial coordinators develop an in depth understanding of how best to manage financials including posting contracts, delinquencies, adjustments, negotiation of contracts, electronic insurance filing and follow-up, and data analytics.


Financial Systems Consulting

Accounts Receivable 

• Contract preparation and presentation

• Understanding adjustment types and their purpose

• Monitoring practice delinquencies

• Workflow protocol for Financial Coordinator role

• Collection protocols 

• Renegotiating a contract 

• Auto draft / FLEX spending accounts

Insurance

• Estimated insurance benefits 

• Understanding insurance payments, waiting periods and deductibles and how they affect insurance contract

• Coordination of primary and secondary

• Processes for filing PPO claims that include additional procedures

• Claim monitoring

• Process for claim disputes/appeals


Dolphin Software Systems Optimization

• Super Questionnaires

• Mobile device (tablets and phones) set up and training 

• Electronic signatures

• Patient communication systems (Appointment Reminders, Email, SMS)

• New patient welcome email

• New patient health history w/ HIPAA form 

• Informed Consent

• Correspondence

• Surveys

• Customized Reports