Inconsistent Insurance Verification
Important benefit details, limitations, and patient responsibilities aren't always captured consistently before treatment.
Introducing the CLEAR RCM Coaching & Certification Program
Transform Your Dental Revenue Cycle.
Build a CLEARer Future.
Better revenue cycle management doesn't happen by chance. It takes the right processes, consistent execution, and the right guidance.
Dentistry Automation brings you the CLEAR RCM Coaching & Certification Program, led by Rajeev Bhatia and Dr. Jasmine Sethi.
Whether you're a dental practice looking to strengthen your revenue cycle or an experienced dental leader interested in coaching others, CLEAR RCM gives you a structured framework to make a difference.
The challenge
Your Revenue Cycle Shouldn't Depend on Who Knows What to Do.
Dental practices often have experienced billing teams, capable office managers, and established workflows. Yet, revenue cycle operations can still depend heavily on individual knowledge, manual follow-ups, inconsistent processes, and undocumented decisions.
Unresolved Claims
Claims remain pending without clearly defined next steps, ownership, or timely follow-ups.
Payment Discrepancies
Payments, adjustments, and outstanding balances aren't always reconciled systematically.
Recurring Denials
Teams resolve individual denials without identifying the underlying patterns causing them.
Process Dependency
Critical payer knowledge, portal workflows, and workarounds remain with a few experienced employees.
Limited Operational Visibility
Leadership struggles to identify where revenue cycle processes are breaking down and what needs attention.
These aren't simply employee problems. They're process and operational challenges.
The CLEAR RCM approach helps practices move from reactive revenue cycle management to structured, accountable, and repeatable operations.Introducing the CLEAR RCM framework
Five Principles. One Stronger Revenue Cycle.
CLEAR RCM is a practical framework for improving how dental practices manage their complete revenue cycle. It focuses on five essential principles.
C — Capture
Start with accurate information.Capture clean and complete patient, insurance, provider, and location information. Establish the right foundation before claims enter the revenue cycle.
L — Lock
Understand coverage before treatment.Verify benefits, limitations, coordination of benefits, and patient financial expectations before treatment wherever possible.
E — Evidence
Make every claim defensible.Ensure clinical documentation, procedure codes, narratives, and supporting attachments tell a consistent and complete story.
A — Act
Give every claim a next step.Move beyond simply tracking outstanding claims. Establish clear ownership, timely follow-ups, and defined actions for every unresolved claim.
R — Reconcile
Account for every dollar.Connect payer explanations, payment postings, adjustments, patient balances, and bank deposits through a consistent reconciliation process.
CLEAR RCM isn't about fixing one isolated billing task. It's about strengthening the processes that connect every stage of the dental revenue cycle.
Explore the CLEAR RCM BookThe practice coaching program
Don't Just Learn the Framework. Put It into Practice.
Understanding revenue cycle management is one thing. Implementing the right processes across your practice is another.
The CLEAR RCM Coaching Program helps dental practices translate the five CLEAR principles into everyday operations through structured coaching, guided implementation, and practical support.
What Your Practice Will Experience
Revenue Cycle Assessment
Understand your existing workflows across patient information, insurance verification, clinical documentation, claims management, payment posting, and reconciliation.
Process Gap Identification
Identify operational weaknesses, recurring issues, process dependencies, and areas that need greater consistency and accountability.
CLEAR RCM Implementation Roadmap
Develop a practical improvement plan aligned with the five CLEAR pillars and your practice's operational priorities.
Expert Coaching Sessions
Work with Rajeev Bhatia, Dr. Jasmine Sethi, or an approved CLEAR RCM Coach to understand the methodology, address implementation challenges, and strengthen internal processes.
Team Enablement
Help team members understand their responsibilities, follow standardized workflows, and build consistent operating practices.
Coaching & Implementation Completion
Work through the CLEAR RCM framework with structured guidance and complete the program's implementation requirements.
Become a CLEAR RCM-Certified Dental Practice.
Practice certification is awarded upon successful completion of the CLEAR RCM Coaching and Implementation Program.
It's a recognition of your practice's commitment to implementing a structured approach to revenue cycle management.
Meet your program leaders
Learn from Leaders Who Understand Dental Revenue Cycle Operations.
The CLEAR RCM Coaching & Certification Program is led by Rajeev Bhatia and Dr. Jasmine Sethi, bringing leadership perspectives and practical dental industry experience to the coaching journey.
Rajeev Bhatia
Founder & CEO, Dentistry Automation | Co-Author of CLEAR RCM
Rajeev brings a leadership perspective to dental revenue cycle management, with a focus on operational efficiency, process improvement, and building scalable systems.
Through CLEAR RCM, he helps dental practices rethink how their revenue cycle operations are structured, managed, and improved.
Connect on LinkedIn with Rajeev Bhatia (opens in a new tab)
Dr. Jasmine Sethi
EVP – Growth, Dentistry Automation | Co-Author of CLEAR RCM
Dr. Jasmine brings a dental industry perspective to the CLEAR RCM methodology, connecting operational processes with the realities of dental practice management.
Her focus is on helping practices understand the importance of consistent workflows, stronger financial operations, and sustainable revenue cycle practices.
Connect on LinkedIn with Dr. Jasmine Sethi (opens in a new tab)Practice certification
Learn. Implement. Get Certified.
CLEAR RCM certification is designed to recognize dental practices that have completed a structured coaching and implementation journey based on the CLEAR RCM methodology.
This isn't simply a certificate for attending a training session or reading a book. It's about working through the framework, implementing its principles, and completing the coaching program.
Your Certification Journey
Enroll
Register your practice for the CLEAR RCM Coaching Program.
Assess
Evaluate your existing revenue cycle processes and identify improvement opportunities.
Implement
Work through the five CLEAR pillars with expert coaching and structured guidance.
Complete the Program
Complete the coaching sessions and implementation activities defined by the program.
Get Certified
Receive your CLEAR RCM Practice Certification upon successful completion of the coaching and implementation program.
What your practice certification represents
A commitment to stronger, more consistent operations.
Start Your Certification Journey- A commitment to structured revenue cycle processes.
- A focus on consistent patient and insurance information capture.
- Stronger verification and documentation practices.
- Defined claims ownership and follow-up accountability.
- Consistent payment posting and reconciliation processes.
- An ongoing commitment to revenue cycle improvement.
Join the Dentistry Automation coaching network
Are You Ready to Help Dental Practices Build Better Revenue Cycles?
The CLEAR RCM methodology shouldn't remain limited to one book or one coaching team. We want to build a network of knowledgeable dental industry professionals who can help practices strengthen their revenue cycle operations.
Dentistry Automation invites experienced dental leaders, consultants, RCM professionals, and practice management experts to apply to become CLEAR RCM Coaches.
Approved coaches will be trained in the CLEAR RCM methodology and will deliver coaching to dental practices under the Dentistry Automation brand.
Who Can Apply?
We welcome applications from professionals with experience in:
- Dental consulting and practice management.
- Dental billing and revenue cycle management.
- DSO operations and leadership.
- Dental office management and administration.
- Insurance verification and claims management.
- Payment posting, denial management, and A/R management.
- Dental industry education and training.
What Does a CLEAR RCM Coach Do?
An approved CLEAR RCM Coach helps dental practices understand and implement the CLEAR methodology. Responsibilities may include:
- Guiding practices through the five CLEAR principles.
- Conducting structured revenue cycle assessments.
- Identifying workflow gaps and improvement opportunities.
- Helping teams establish consistent processes.
- Supporting coaching and implementation activities.
- Monitoring implementation progress.
- Guiding practices through the certification journey.
Your Journey to Becoming a CLEAR RCM Coach
Apply
Submit your professional background, experience, and interest in joining the CLEAR RCM coaching network.
Get Selected
Your application and experience will be reviewed by Dentistry Automation.
Complete Coach Training
Learn the CLEAR RCM methodology, coaching approach, implementation process, and program standards.
Pass the Assessment
Demonstrate your understanding of CLEAR RCM and your ability to guide dental practices through its implementation.
Receive Formal Approval
Rajeev Bhatia and Dr. Jasmine Sethi will review and formally approve qualified candidates.
Start Coaching Under Dentistry Automation
Once approved, you'll join the Dentistry Automation CLEAR RCM coaching network and work with participating dental practices under the Dentistry Automation brand.
What Does the Coach Program Offer?
- Structured training in the CLEAR RCM methodology.
- Coaching resources and implementation materials.
- A defined training and assessment process.
- Official association with Dentistry Automation's coaching program upon approval.
- Opportunities to coach participating dental practices.
- Participation in a growing network of dental RCM professionals.
Your experience can help transform how dental practices manage their revenue cycles. Bring your expertise to CLEAR RCM and become part of a larger mission to build stronger dental operations.
Apply to Become a CLEAR RCM CoachChoose your path
Two Paths. One CLEAR Mission.
For dental practices
Build a Stronger Revenue Cycle. Get Certified.
Understand where your processes need improvement, work with experienced coaches, implement the CLEAR methodology, and complete your journey toward CLEAR RCM Practice Certification.
Get Your Practice CertifiedFor dental industry leaders
Bring Your Expertise. Become a CLEAR RCM Coach.
Join the Dentistry Automation coaching network, complete the training and assessment process, receive formal approval, and help dental practices improve their revenue cycle operations.
Apply to Become a CoachFrequently asked questions
A CLEARer Understanding of the Program.
Practice certification and coach approval follow distinct requirements. Find the right path for you.
01What is the CLEAR RCM Coaching & Certification Program?
It is a structured coaching initiative by Dentistry Automation that helps dental practices understand and implement the five principles of CLEAR RCM: Capture, Lock, Evidence, Act, and Reconcile. It also provides an opportunity for qualified dental industry professionals to apply to become approved CLEAR RCM Coaches.
02Who leads the CLEAR RCM program?
The program is led by Rajeev Bhatia and Dr. Jasmine Sethi, co-authors of CLEAR RCM. They oversee the coaching methodology, coach training, and formal approval of external coaches.
03Who can enroll in the practice coaching program?
Independent dental practices, group practices, and DSOs looking to improve their revenue cycle operations can express interest in the program.
04How does a dental practice receive CLEAR RCM certification?
A practice receives certification after successfully completing the structured CLEAR RCM Coaching and Implementation Program.
05Does purchasing the CLEAR RCM book automatically qualify a practice for certification?
No. The book introduces the framework. Practice certification requires participation in and completion of the coaching and implementation program.
06Who can apply to become a CLEAR RCM Coach?
Experienced dental consultants, RCM professionals, practice managers, DSO leaders, and other qualified dental industry professionals can apply.
07What is required to become a certified CLEAR RCM Coach?
Applicants must complete the CLEAR RCM Coach training program, pass the required assessment, and receive formal approval from Rajeev Bhatia and Dr. Jasmine Sethi.
08Will approved coaches work independently?
No. Approved CLEAR RCM Coaches will deliver coaching under the Dentistry Automation brand and follow the program's methodology and standards.
09Do I need to be a Dentistry Automation employee to apply?
No. The program welcomes qualified external dental industry professionals. However, applicants must complete the selection, training, assessment, and formal approval process before becoming an approved coach.
10How can I get started?
Dental practices can submit a practice coaching enquiry. Dental industry professionals interested in becoming coaches can submit an application through the dedicated coach application form.
Learn it. Implement it. Lead it.
Better Revenue Cycle Management Starts with Better Processes.
Whether you're looking to strengthen your dental practice or help other practices improve their revenue cycle operations, CLEAR RCM gives you a structured framework to move forward.
Explore the CLEAR RCM BookFor dental practices
Let's Strengthen Your Revenue Cycle.
Tell us a little about your practice. Our team will get in touch to discuss the CLEAR RCM Coaching & Certification Program.
For dental industry leaders
Apply to Become a CLEAR RCM Coach.
Share your professional background and dental industry experience. Our team will review your application and contact you about the next steps.