Regulation .04 Financial Records.

Financial records shall be considered part of the dental records but shall be maintained separately from the patient’s clinical chart.

Financial records shall include at a minimum the following:

(1)

Complete financial data concerning the patient’s account, including:

(a)

Each amount billed to or received from the patient or third-party payor; and

(b)

The date of each bill and each payment;

(2)

Copies of all claim forms submitted to third-party payors by the dentist or by the dentist’s agent or employee; and

(3)

Payment vouchers received from third-party payors.