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đź“ť Don't Submit Claims Without Clinical Notes.
August 10, 2026 · BoomCloud™
About this video
đź“ť Don't Submit Claims Without Clinical Notes.
It might seem like a harmless shortcut...
But according to Ericka Aguilar, CEO of Fortune Billing Solutions, it's one of the biggest mistakes a dental practice can make.
⚠️ Submitting an insurance claim before your clinical notes are complete doesn't just increase the risk of denials.
It can also put your provider's license at risk, and even lead to unintentional insurance fraud.
The solution is simple:
âś… Complete your clinical notes.
âś… Verify your documentation.
âś… Then submit the claim.
Protect your patients. Protect your practice. Protect your providers.
#DentalInsurance
#DentalBilling
Full transcript
Complete text of this video
Hopefully the listeners understand the concept behind not submitting a claim before clinical notes and if you don't I'm going to educate you and tell you about Dr. Roy >> [laughter] >> Huntsman. I had him on my podcast. I shared the stage with him in 2024 and his story is absolutely amazing. But in in oh and scary. [laughter] And it's like you don't submit a claim without clinical notes not only to protect your doctor's license but you don't want to unintentionally commit fraud.
