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New Office Checklist
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Date CompletePrior to PurchaseWhoNotes
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N/AAssociate Dentist - Is he/she credentialed directly w/ Ins?make sure they're billing under their own ID
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Date Complete4 Weeks Prior to PurchaseWhoNotes
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11/24/2020Decide on Practice NamePopeNFDO LLC
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11/24/2020File with Corporation CommissionDanaACC file # 23153835
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12/3/2020Obtain EINDana85-4120363
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12/22/2020Obtain NPIDana1497341176
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N/AObtain State Employment ID NumberDana
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Obtain State Unemployment ID NumberDana can't apply for until 2021
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N/APrepare PostcardsPopeBrand Agency
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N/APrepare Letter for PatientsDana
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N/ASet Up LeasePope
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12/3/2020Open Bank AccountPope2983442126
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12/16/2020Order checks, deposit slips, endorsement stamp, & checkbookDanacheckdepot.net
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N/AGet a credit card for the officePope
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Date Complete1-2 Weeks Prior to PurchaseWhoNotes
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N/AOpen Dental supplies account(s)PopeHenry Schein, Sky
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N/ASet up ebay accountPope
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N/ASet up Amazon accountDana
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N/ASet up email addresses for manager & dental assistantDana
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N/ALogoJoySam Pagel creates these
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Transfer Care Credit or set up new account (can take up to 10 business days)
JoySent Bank Change request 12/30/2020
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N/AContact insurance agent to get business & workers comp policies readyLyndaCanyon Lands
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Set up merchant services account (can take 7-10 business days)JoyWorldpay-Sent Bank Change request 12/30/2020
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N/ASet schedule for the officePope
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12/3/2020Fill Out W9Dana
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N/AMake OSHA binderJoy
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N/AMake Training binderJoy
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N/AMake Call Matrix binder or set up Dental IntelJoy
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N/AAdd office name to our formsJoy
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Set up LendingpointJoySent Bank Change request 12/30/2020
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Set up Dentalbanc & Orthobanc accountsJoySent Bank Change request 12/30/2020
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Date Complete1 Week Prior to PurchaseWhoNotes
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N/AAdd new office to staff handbookDana
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N/APut together New Hire PacketsDana/Joy
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N/AAdd all forms to Google driveJoy/Loren
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N/ASet up QuickbooksDanausing same QB
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N/ACreate new provider & staff IDsDana12/16 per Pope no new provider IDs
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Date Complete1st Week After PurchaseWhoNotes
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N/ASend a new W9 to insurances that office is in network withRobbieusing same EIN for insurance
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N/ATransfer utilities to new companyDana
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N/A
New office intro Presentation, Go over Mission Statement Philosophy of care
Pope
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N/AGo over Hygiene protocol with entire staffLorie
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N/AGo over clinical policies & proceduresPope
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N/AGo over front office policies & proceduresJoy
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N/AAdd to HumanityDana
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N/ASet up account with temp agenciesDana/Joy
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Set up with Collections ServiceJoy
12/16 asked Joy for feedback- No Tax Id is staying the same =) Pope is still part owner
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N/ASet up Alarm monitoringDana/JoyJK Alarms (602) 980-1313, SimpliSafe or ADT
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N/ATransfer Facebook or set up newLoren
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N/ASet GoalsDana/Pope
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N/AClaim my Google Places business listing, update business photosLoren
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Update business listing across the web using Bright Local or other service
Loren
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N/ASet up postcard marketing planPope
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N/ATransfer or apply for business license from cityDana
AZ Radiation Regulatory Agency & NM Environment Dept- Same Tax ID We shouldnt have to =)
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Get Radiation & Laser Certificates transferred to new office EINJoy
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N/ACollect all New Hire forms from staff & doctorsDana
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Date CompleteWithin 1st Month After PurchaseWhoNotes
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N/ATransfer Dentrix ownershipJoy/Pope
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N/ATransfer Dexis ownership if existingPope
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N/ATransfer websiteLoren
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Submit Ownership Transfer to Dental BoardDana
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N/AOrder business cardsJoy
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N/AHIPPA trainingJoy
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N/AOSHA trainingJoy
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