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Accounts Receivable for the Dental Office

Learn about the financial aspects of the dental office. This course goes into detail about accounts receivable topics and will empower you to gain more responsibility within your practice. This course also meets AADOM Fellowship requirements.


Course Overview

CE Credits
Pre-Assessment Questions
Months to Access Course
Hours to Complete
Post-Course Assessment Questions

Whether you have been working in practice management for many years, or if you are a chairside assistant who is looking to understand the financial aspects of the practice, this course is designed to take your knowledge to the next level. The course modules go into detail on the various aspects of accounts receivable and break down the topics into easy-to-understand formats.

You’ll learn the difference between accounts receivable and accounts payable, explore the best way to communicate to collect outstanding and delinquent payments, review the best time to run accounts receivable reports, and more. Most importantly, you’ll walk away with a deeper understanding of how financial policies, communications, and payment options can impact dental practice profitability. You’ll earn 4 CE credits and a certificate for completing the course, plus meet AADOM Fellowship requirements.

Note: Meets AADOM Fellowship requirements

Course Credentials

March 2010
April 2015; October 2018; March 2022
Next Review:
October 2024

Course Compatibility

Desktop and laptop

AGD Code: 550

After completing this course, you will be able to:

  • Distinguish between accounts receivable and accounts payable
  • Determine an effective financial policy
  • Understand different payment methods
  • Establish how, when and where to introduce treatment plan fees
  • Confirm the steps of posting a payment
  • Interpret accounts-receivable reports and know when to run them
  • Classify the stages of billing and collections for a dental practice
  • Communicate effectively to collect outstanding and delinquent payments
  • Recognize how financial policy, effective communication, appropriate patient payment options, patient retention, and patient compliance with the treatment plan impact dental office profitability

This product is part of the bundles listed below. Buy together and save!

Dental Office Management Bundle

Subject Matter Experts

Ms. Dickinson works as a professor and the director of dental assisting programs at El Paso Community College in El Paso, Texas. She has served as a consultant in the dental field and chairside dental assistant for more than 20 years. She is an active member of the American Dental Assistants Association and the Texas Dental Assistants Association. Ms. Dickinson has no relevant financial relationships to disclose.
Ms. Duncan is the founder and president of Odyssey Management, a dental practice management consulting firm in Virginia, and a lifetime member of the American Association of Dental Office Managers. Prior to founding Odyssey Management in 2007, Ms. Duncan worked as a practice administrator for a private dental practice. Ms. Duncan has been offering individual consulting services since 1998, and has been a specialty coach in human resources and insurance at the Productive Dental Academy since 2010. Ms. Duncan has no relevant financial relationships to disclose.
Ms. Taxin is a consultant in practice management in the dental field for more than 20 years, and has knowledge in administrative systems, marketing, financial management and dental insurance. She has delivered presentations for various dental organizations, including the American Association of Dental Office Managers and the NYU College of Dentistry. Ms. Taxin has no relevant financial relationships to disclose.


The DALE Foundation is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental 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


The DALE Foundation is designated as an Approved PACE Program Provider by the Academy of General Dentistry. The formal continuing education programs of this program provider are accepted by AGD for Fellowship, Mastership and membership maintenance credit. Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement. The current term of approval extends from 9/1/2021 to 8/31/2024. Provider ID# 355127