Capture
Clean patient, payer, and provider data.
A free operating manual for dental teams
Stop managing A/R. Start running a revenue operating system.
The aging report is where you count the bodies — not where the problem happened. This free book gives your team the CLEAR RCM Framework: a complete operating system for faster payments, fewer denials, and growth that doesn't drown in receivables.
The Dental Revenue Cycle Operating System
“The most expensive sentence in dentistry is ‘you're covered.’”
— Chapter 5 · Lock Eligibility, Benefits, and Financial Expectations
The CLEAR RCM Framework
Five pillars. One operating system.
From the first patient record to the bank deposit. Each handoff has a standard.
Lock
Benefits and expectations before treatment.
Evidence
Chart, code, narrative, attachment — one story.
Act
Every claim has a next action.
Reconcile
Every dollar proven to the bank.
What's inside
Familiar problems. Different questions.
Three composite stories about the gaps a billing report cannot show you.
Fictional composite scenario
The day Diane retired
The office manager leaves. Payer rules, portal access, and the next action on unpaid claims leave with her. The team discovers that its operating system was a person.
Fictional composite scenario
The $38 shave nobody worked
A fictional $38 reduction looks too small to appeal on one claim. Repeated across a quarter, those small decisions become a five-figure problem. Who owns the pattern, not just the claim?
Fictional composite scenario
The $38,000 mystery deposit
In this fictional scenario, EFTs arrive with no named owner. A $38,000 deposit cannot be matched, and families are billed twice. Cash in the bank is not the same as a reconciled ledger.
Scenarios are composites; identifying details changed. Financial amounts are fictional illustrations, not client results.
The chapter guide
The revenue cycle, from end to end.
A 20-chapter guide to the controls, conversations, and daily habits behind the framework.
- 01Chapter 1RCM Is Not Billing
- 02Chapter 2Find the Revenue Leaks Before They Age
- 03Chapter 3Build the CLEAR Control Environment
- 04Chapter 4Capture Clean Patient and Payer Data
- 05Chapter 5Lock Eligibility, Benefits, and Financial Expectations
- 06Chapter 6Evidence, Coding, Narratives, and Attachments
- 07Chapter 7Submit Clean Claims and Resolve Rejections Fast
- 08Chapter 8Stop Recycling Denials
- 09Chapter 9Claim Status and Insurance A/R
- 10Chapter 10Payment Posting, Reconciliation, and Revenue Integrity
- 11Chapter 11The Patient Balance Conversation
- 12Chapter 12KPIs, Management Cadence, and Multi-Location Control
- 13Chapter 13Automate the Transaction, Keep the Judgment
- 14Chapter 14The 90-Day RCM Transformation
- 15Chapter 15The Owner's Five
- 16Chapter 16Get Your Team CLEAR Certified
- 17Chapter 17Exact title pending the full book upload
- 18Chapter 18Exact title pending the full book upload
- 19Chapter 19Exact title pending the full book upload
- 20Chapter 20Exact title pending the full book upload
Plus 8 appendices, including the 50-Point Scorecard, the RCM Dictionary, and the CLEAR RCM Role Cards.
Chapters 1–16 are listed from the supplied companion answer key. Exact titles for Chapters 17–20 will be added from the full book; they have not been invented.
The free toolkit
Make the next action concrete.
Six working files. One form. Download them on this page after your request is saved.
XLSX
50-Point RCM Scorecard
Score your team's revenue-cycle controls and establish a baseline.
Unlock with the formXLSX
RCM Templates Workbook
Put payer rules, denials, and next actions into working templates.
Unlock with the formPDF
CLEAR RCM Role Cards
Make responsibilities and handoffs explicit for each revenue-cycle role.
Unlock with the formPDF
Owner's Five Friday Ritual
Give the owner a repeatable review of five core revenue-cycle numbers.
Unlock with the formPDF
90-Day Transformation Checklist
Work through baseline, queue stabilization, upstream fixes, and governance.
Unlock with the formPDF
Do This Today Answer Key
Compare end-of-chapter exercises with worked examples; a companion, not the full book.
Unlock with the formThe authors
Written from the operator's side of the desk.
Rajeev Bhatia
Previously founded BPK Tech, which was sold to a private equity firm.
Dr. Jasmine Sethi
An educator and clinical authority. She does not currently practice dentistry.
Start with one control
Give your team a system that stays.
Get the six toolkit files now. The full book PDF is pending upload; its download will remain a placeholder until it is available.
On-page downloads only. No email delivery or marketing signup.