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Financial Management - Numbers and Reports to Know - Teresa Duncan, MS, FAADOM

Financial Management - Numbers and Reports to Know - Teresa Duncan, MS, FAADOM


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An essential part of a leader’s job is to measure the progress of their team. You can only do this if you know how to generate and assess your metrics. Let’s walk through a number of essential reports for every practice. This class will explain the what and why of the data you’ll review along with suggested frequencies. Understanding your reports is essential to being a key player in your practice’s success.

Learning Objectives:

  • Discover which reports need constant attention
  • Utilize the report data to strategize next steps
  • Learn how to discuss reports with your team

Teresa Duncan, MS, FAADOM

Odyssey Management

With over 20 years of healthcare experience, Teresa addresses topics such as Insurance Coding, Office Manager Training and Patient Conversations. Her memberships include the National Speakers Association and the National Association of Dental Plans. She has been named one of the Top 25 Women in Dentistry and is the author of Moving Your Patients to Yes: Easy Insurance Conversations as well as a contributing author to the ADA’s annual CDT Companion Guide™. Her podcasts “Nobody Told Me That!” and “Chew on This!” provide regular coding and management updates. Teresa received her Master’s Degree in Healthcare Management.

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Financial Management - Numbers and Reports to Know - Teresa Duncan, MS, FAADOM
Open to view video.  |  67 minutes
Open to view video.  |  67 minutes Financial Management - Numbers and Reports to Know - Teresa Duncan, MS, FAADOM