top of page

Appropriate Billing and Documentation Habits for the Dental Team


Terri Wilson

May 31, 2024



CE Credits:

About the Course

If It's Not Documented, It Never Happened: The Importance of Appropriate Billing and Documentation Habits for the Entire Dental Team!

Documentation is extremely important for the entire dental team. Understanding the consequences of inadequate and inappropriate documentation can get claims paid in a timely manner, reduce lawsuits and provide the necessary information about a patient’s dental health.

Educational Objectives

  • Review of current lawsuits, insurance audits, and other related challenges facing dentistry in 2024.

  • How to implement documentation policies with the practice.

  • Identify potential coding and billing practices that will “flag” or put dental professionals on “focus review.”

  • Best practices and appropriate documentation when billing for dental procedures.

Your Instructor

Terri Wilson

Terri Wilson, RDA, CDA, CDPMA, CDP, FADAA is the co-owner and operator of Dental Biz Bootcamp, a training and CE services company. Terri is a dynamic dental management leader and national speaker with extensive experience advising dental practices and professionals on the resolution of management and operational issues. She has a proven track record of training professionals on regulatory compliance and accurate coding/billing and has demonstrated her skills in executing strategies to improve customer satisfaction and employee engagement.

Conflict of Interest Disclosure

None Reported

The TDA is an ADA CERP provider (May 2021 – June 2024)

ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to ADA CERP at

bottom of page