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Created in collaboration with financial expert Mr. Paul Zuelke and his team at Zuelke & Associates, the Zuelke Financial Expert was designed specifically for the Dolphin Management system and is a useful add-on module for every practice. Used in conjunction with Dolphin Management, Zuelke Financial Expert helps you efficiently manage financial delinquencies, payment promises and account collection, and allows a greater insight to your practice performances and statistics. |
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The Zuelke Financial Expert consists of two primary components: Zuelke Delinquent Account Manager and Zuelke Practice Investigator. |
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Zuelke Delinquent Account Manager
- Finding Delinquent accounts using exact days, range of days or more than searches
- Setting up and working with Promise-to-Pays (commitments by the responsible party to make a payment on a delinquent account by a specific date)
- Setting up and working with follow ups
- Detailed account collection activities
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Zuelke Practice Investigator is designed to uncover unique, odd or different account situations that require review. There are 14 specific situations that the Practice Investigator can bring to your attention. |
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The Zuelke Financial Expert also includes these changes: |
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System Changes:
- Zuelke Financial Expert Language Set
- Zuelke Letter templates and descriptions
- Sets the amount to $3,000 for warning when posting payments
- Enables automatic posting of Late Charges during End of Day
- Configures Adjustments to Not affect production
- Enables option to automatic post contract charges if an account is paid in full
- For all Billing Parties, sets their statement option to Balance – Insurance and Billing Party. If Insurance or Billing party account has a non – zero account balance, the account is added to the statement batch.
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Reporting Changes:
- Adds a new report tab named Zuelke Financial Expert
- Adds these reports to the Zuelke Financial Expert tab:
o Patient Delinquency Report
o Insurance Delinquency Report – sorted by patient
o Insurance Delinquency Report – sorted by insurance
o Treatment Starts by Location
o Treatment Starts by Orthodontist
o Monthly New Patient Exam report
o Zuelke Practice Monitor
o Case Start Tracking Form A
o Case Start Tracking Form B & C
o Billing parties without Late Fees
- Reports added to the End of Month Report Batch
o Zuelke Practice Monitor
o Treatment Starts by Location
o Monthly New Patient Exam report
- Reports added to the End of Day Report Batch
o Patient Delinquency Report
o Insurance Delinquency Report – sorted by insurance
o All Non-Zero – Billing party
o All Non-Zero – Insurance
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LEGEND SERIES - ZUELKE FINANCIAL EXPERT™
