Become a Master of Your financials
With Lindsay Quinn!
Join Hummingbird's Financial Systems Expert, Lindsay Quinn, for this 2-day interactive virtual workshop as she guides you through her EXACT process of a Dolphin financial audit and how to really understand the critical numbers, adjustments, financial protocols, and much more!
About this event
This course offers a unique opportunity to spend two days with Lindsay, who will guide you through analyzing your practice financials in Dolphin Management. By the end of the course, you will have a comprehensive understanding of Practice Analysis, your financial reports, and other key metrics, allowing you to feel confident in the health of your financial systems and empowered to audit your practice monthly.
This course will have limited availability in order to provide adequate time and assistance to everyone.
AGENDA
Step-by-step process of how to audit your practice financials. Please have access to Dolphin for this course, as we will do this together, live!
In-depth review of Practice Analysis and understanding of the critical components
Overview of the key numbers in your EOD & EOM reporting and why they're important
How to create custom reports (and which ones you need) so that you can easily find errors in your contract setup, insurance ledgers, and more.
Systems for tracking your AR on a month-to-month basis and how to conduct an efficient financial team meeting.
BONUS CONTENT!
Asana Audit Template
FEE: $2,950 per practice
DATE & TIME : Two Fridays - April 5th & 12th from 8 - 2 pm PST
LOCATION: Virtual training session via Zoom
WHO SHOULD ATTEND
Doctors, Practice Managers, Lead Financial Coordinators
Questions? Email courses@hummingbirdassociates.com
Lindsay Quinn
Financial Systems Consultant Hummingbird Associates