{"product_id":"accounts-receivable-overdue-accounts-sop-2026","title":"Accounts Receivable \u0026 Overdue Accounts SOP 2026","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003cspan\u003eThe Complete Procedure for Managing Patient Accounts and Recovering Overdue Balances in an Australian Dental Practice\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eProviding treatment and not collecting payment is lending money to a patient — without a lending licence, without interest, and with limited legal recourse. Every unpaid account is a cost to the practice. And the number one cause of accounts receivable problems in dental practice is not patients who refuse to pay — it is practices that do not ask for payment at the time of service, that create accounts without a clear repayment agreement, or that allow accounts to go uncontacted for weeks.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eThe \u003cstrong\u003eAccounts Receivable \u0026amp; Overdue Accounts SOP 2026\u003c\/strong\u003e is the complete procedure for managing patient accounts, overdue balances, and debt recovery in an Australian dental practice — from account setup and payment at service through to a 5-stage overdue escalation process, formal overdue letter template, and monthly aged receivables review.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eThe SOP is structured across 3 parts:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 1 — The Principle: Payment at the Time of Service\u003c\/strong\u003e Five clear policy principles that every FOC and PM must understand: payment at time of service is the default (not the exception), accounts are an exception requiring PM approval, account terms must be agreed in writing, accounts are reviewed weekly, and escalation begins within 7 days of a missed payment — not 30.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 2 — Account Setup Procedure\u003c\/strong\u003e When an account is appropriate — and when it is not. Long-standing patients with an excellent payment history facing genuine difficulty, large multi-appointment treatment plans, DVA direct billing, and CDBS bulk-billing gaps are appropriate. New patients with no payment history, patients with a previous overdue account, and patients who arrive without a payment method are not.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eA 5-step account setup procedure covering PM approval, the Patient Account Agreement (total owing, payment schedule with specific dates and amounts, bank details, non-payment consequences, and patient signature), PMS entry with payment dates flagged, 3-day payment reminders, and payment confirmation on each due date.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\n\u003cstrong\u003ePart 3 — Overdue Account Escalation\u003c\/strong\u003e A structured 5-stage escalation process that must be followed systematically for every overdue account, every time:\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"pt-[8px] pb-[18px] overflow-x-auto overflow-y-hidden overscroll-x-contain\"\u003e\n\u003cdiv class=\"flex items-end w-fit group\/table\"\u003e\n\u003cdiv class=\"border border-[var(--border-main)] rounded-lg\"\u003e\n\u003ctable class=\"m-0 min-w-max table-auto [\u0026amp;\u0026gt;thead\u0026gt;tr:first-child\u0026gt;th:first-child]:rounded-tl-lg [\u0026amp;\u0026gt;thead\u0026gt;tr:first-child\u0026gt;th:last-child]:rounded-tr-lg [\u0026amp;\u0026gt;tbody\u0026gt;tr:last-child\u0026gt;td:first-child]:rounded-bl-lg [\u0026amp;\u0026gt;tbody\u0026gt;tr:last-child\u0026gt;td:last-child]:rounded-br-lg [\u0026amp;\u0026gt;tr:first-child\u0026gt;th:first-child]:rounded-tl-lg [\u0026amp;\u0026gt;tr:first-child\u0026gt;th:last-child]:rounded-tr-lg [\u0026amp;\u0026gt;tr:last-child\u0026gt;td:first-child]:rounded-bl-lg [\u0026amp;\u0026gt;tr:last-child\u0026gt;td:last-child]:rounded-br-lg\"\u003e\n\u003cthead\u003e\n\u003ctr\u003e\n\u003cth class=\"bg-[var(--fill-tsp-white-light)] border-[var(--border-main)] border-b border-s text-start last:border-e-0 first:border-s-0 py-[7px] ps-[9px] pe-[9px] align-top [\u0026amp;:first-child\u0026gt;div]:min-w-[2em]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm font-medium text-[var(--text-primary)] whitespace-pre-wrap break-words\"\u003eStage\u003c\/div\u003e\n\u003c\/th\u003e\n\u003cth class=\"bg-[var(--fill-tsp-white-light)] border-[var(--border-main)] border-b border-s text-start last:border-e-0 first:border-s-0 py-[7px] ps-[9px] pe-[9px] align-top [\u0026amp;:first-child\u0026gt;div]:min-w-[2em]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm font-medium text-[var(--text-primary)] whitespace-pre-wrap break-words\"\u003eTrigger\u003c\/div\u003e\n\u003c\/th\u003e\n\u003cth class=\"bg-[var(--fill-tsp-white-light)] border-[var(--border-main)] border-b border-s text-start last:border-e-0 first:border-s-0 py-[7px] ps-[9px] pe-[9px] align-top [\u0026amp;:first-child\u0026gt;div]:min-w-[2em]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm font-medium text-[var(--text-primary)] whitespace-pre-wrap break-words\"\u003eAction\u003c\/div\u003e\n\u003c\/th\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eStage 1\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eDay 1–7 after missed payment\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eFriendly reminder call — assume they forgot, offer to pay by phone\u003c\/div\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eStage 2\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eNo response by day 14\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eSecond contact — phone call, voicemail, overdue notice by email\u003c\/div\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eStage 3\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eNo response by day 30\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003ePM calls directly — formal overdue letter by email and post, 7-day final deadline\u003c\/div\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eStage 4\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eNo payment by day 37\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eRefer to debt recovery agency — all further contact ceases\u003c\/div\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eStage 5\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003eAgency unable to recover\u003c\/div\u003e\n\u003c\/td\u003e\n\u003ctd class=\"border-[var(--border-main)] border-s border-t text-start first:border-s-0 last:border-e-0 [\u0026amp;:first-child\u0026gt;div]:min-w-[2em] py-[7px] ps-[9px] pe-[9px]\"\u003e\n\u003cdiv class=\"max-w-[300px] text-sm text-[var(--text-primary)] whitespace-pre-wrap break-words [\u0026amp;_li]:!ms-[14px] [\u0026amp;_ul]:flex [\u0026amp;_ul]:flex-col\"\u003ePractice Owner review — write off, legal action, or small claims tribunal\u003c\/div\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sticky end-0 w-0 h-0 shrink-0\"\u003e\n\u003cdiv class=\"flex items-center justify-center cursor-pointer rounded-md bg-[var(--Button-white)] shadow-[0px_0.5px_3px_0px_var(--shadow-S)] hover:opacity-80 active:opacity-70 size-8 group-hover\/table:opacity-100 opacity-0 transition-opacity duration-100 absolute bottom-[4px] end-[4px]\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" class=\"lucide lucide-copy size-5 text-[var(--icon-tertiary)] w-4 h-4\" aria-hidden=\"true\"\u003e\u003crect width=\"14\" height=\"14\" x=\"8\" y=\"8\" rx=\"2\" ry=\"2\"\u003e\u003c\/rect\u003e\u003cpath d=\"M4 16c-1.1 0-2-.9-2-2V4c0-1.1.9-2 2-2h10c1.1 0 2 .9 2 2\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eIncludes the complete Stage 1 reminder call script and the full Stage 3 formal overdue letter template — ready to customise with your practice name, ABN, and bank details.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003eCloses with the monthly aged receivables review framework — 0–30 days, 31–60 days, 61–90 days, and over 90 days — with clear guidance on what stage each bracket should be at and a non-negotiable rule: any account still outstanding at 90 days that has not been referred is a process failure.\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e\u003cstrong\u003eWho this is for:\u003c\/strong\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cul\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Managers responsible for financial oversight and accounts receivable management\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eFront Office Coordinators who manage patient accounts and payment follow-up\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003ePractice Owners who want a written, auditable accounts receivable procedure\u003c\/li\u003e\n\u003cli class=\"u-break-words ps-[2px] hide-loading-dot\"\u003eAny practice that currently manages overdue accounts inconsistently or has accounts sitting unpaid for months without escalation\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv class=\"my-[1px]\"\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e📄 \u003cstrong\u003eFormat:\u003c\/strong\u003e 5-page editable Microsoft Word document (.docx) — fully customisable with your practice name, responsible person, bank details, and debt recovery agency details\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e⬇️ \u003cstrong\u003eInstant digital download\u003c\/strong\u003e — available immediately after purchase\u003c\/div\u003e\n\u003cdiv class=\"py-[3px] whitespace-pre-wrap u-break-words\"\u003e🦷 \u003cstrong\u003eBuilt for Australian dental practices\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"Resolve Dental Consultancy","offers":[{"title":"Default Title","offer_id":53830784156012,"sku":null,"price":49.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0988\/9657\/6876\/files\/lifestyle_manager_staff_oneonone_e555bfd1-5818-489f-b53e-933378eeb138.jpg?v=1780301627","url":"https:\/\/www.resolvedentalconsultancy.com.au\/products\/accounts-receivable-overdue-accounts-sop-2026","provider":"Resolve Dental Consultancy","version":"1.0","type":"link"}