Why Every Workplace Needs a Social Media Acceptable Use Policy
In today’s digital world, social media is everywhere connecting us, sharing ideas, and even shaping our professional lives. But with this power comes responsibility. That’s why having a clear social media acceptable… Continue On +
UNCLAIMED PROPERTY REPORTING SITES OPENING SOON
Unclaimed property audits have been on the rise recently and we want to remind everyone of the upcoming deadlines and steps that need to be taken for each state’s annual unclaimed property… Continue On +
Unscheduled Treatment Plans
If you’re like many dental practices, September can be a slower month. With kids heading back to school and families settling into post-summer routines, it’s a great time to focus your team’s… Continue On +
Umpqua – Columbia Bank Transition: QuickBooks Bank Connection Instructions
This week Umpqua Bank has officially changed their name to Columbia Bank. While that generally just changes what you see on your statement, it has impacted those that have their bank accounts… Continue On +
Mastering Patient Insurance Verification: Best Practices for a Smooth-Running Dental Practice
In today’s dental landscape, efficient insurance verification is no longer a luxury, it’s a necessity. Verifying patient insurance before appointments help ensure smoother visits, reduces billing surprises, and protects your cash flow.… Continue On +
Unlocking Tax-Free Retirement: What Dentists Should Know About Backdoor Roth Conversions
As a high-earning dental professional, you’re likely no stranger to the challenge of retirement planning within IRS income limits. One common frustration? Not qualifying for direct Roth IRA contributions due to income… Continue On +
What Dentists Need to Know About the HIPAA Windows 10 Update
In today’s increasing digital dental landscape, safeguarding patient information is not just good practice, it’s the law. As dental professionals, we are entrusted with sensitive data protected by the Health Insurance Portability… Continue On +
Taxes and Due Dates
Juggling taxes and due dates is difficult while trying to run a business. Now that the stress of second quarter taxes has passed, there are a couple of things that you can… Continue On +
Understanding Dental Practice Overhead: A Guide for Dentists
Running a successful dental practice isn’t just about delivering great care — it’s about managing the financial health of your business. One of the most important metrics to track and understand is… Continue On +
Unclaimed Patient Refunds
Around this time of year, Fluence sends out a letter about submitting unclaimed patient refunds older than three years to the state’s Unclaimed Property division. Along with a formal letter describing the… Continue On +
Auto Log and Meals and Entertainment
Here are two important letters: the Auto Letter and the Travel, Meals, and Entertainment Letter. These letters provide helpful information regarding the proper documentation and substantiation of these business-related expenses, as well… Continue On +
Fluence LLC Introduces SafeSend Returns® for Tax Return Delivery
We are pleased to offer SafeSend Returns to our clients as our secure, electronic tax return delivery system. The client-friendly interface walks you through a guided process that includes on-screen review of… Continue On +