EFT Excellence | Money Moves for Dental Practices
⚠️ Mandatory by January 2027: Delta Dental will require ALL participating dentists to accept EFT or VCC. Physical checks will no longer be an option. FINAL SESSION OF 2026 NOW ENROLLING
FINAL CLASS OF 2026: 4-Session Masterclass for Dental Practices

Stop Losing Money
on Every Insurance
Payment.

Master Electronic Funds Transfer setup in 4 focused sessions — and keep more of every dollar you've already agreed to accept. Built specifically for dental practices ready to get paid right.

Get Started — $199 One-time · Full 4-session program · Lifetime access
$35K+ Annual savings potential
2.5%+ VCC fees eliminated per payment
4 Focused sessions
Jan 2027 Delta Dental mandate deadline
🚨

The 2027 Mandate Is Real — and It's Coming Fast

As of January 2027, Delta Dental will no longer accept physical checks from participating providers. EFT or VCC will be required. Don't wait for the deadline to force your hand — get set up now, build the right system, and start getting your money faster immediately.

You Already Cut Your Fee.
Please Don't Cut More.

Participating dentists accept up to 45% off their full fee. Virtual credit card processing fees silently drain another 2.5% or more on top of that — on every single payment. This course stops the bleeding.

💳

VCC Fees on Every Payment

Insurance pays by virtual credit card and your processor charges 2.5%+ every time. Silently, automatically, on every check.

🏛️

Paying to Access Your Own Money

Platforms like Zelis charge fees just to access funds you've already earned. There is a better — and free — way.

📋

No ERA Tracking System

Without a proper check-and-balance system for electronic EOBs, payments fall through the cracks — unnoticed.

📅

The Mandate Is Coming

January 2027 is not far away. Practices that prepare now transition on their terms. Those who wait will scramble.

$35,000+

In annual fee savings — waiting for you.

Practices that switch from VCC payments and third-party portals like Zelis to direct EFT report upwards of $35,000 back in their pockets every year. This course gives you the exact steps to get there.

Master EFT in
4 Focused Sessions (and Never Wait for a Check Again)

No fluff. No filler. Every session is built to move your practice forward — immediately and profitably.

Session 01

EFT Foundations & Enrollment

  • EFT vs VCC — know the difference
  • Step-by-step payer enrollment
  • Avoiding common setup errors
  • Strategies for fast approval
Session 02

Eliminating VCC Fees for Good

  • Map all your VCC exposure
  • Opt-out process by payer
  • Switching to direct deposit
  • Cutting Zelis & portal costs
Session 03

ERA Retrieval at Zero Cost

  • Accessing ERAs completely free
  • Reading electronic EOBs correctly
  • Reconciling to the Bank
  • Tools already inside your software
Session 04

The Check & Balance System

  • Payment tracking framework
  • Internal audit workflow
  • Catching missed payments
  • Team training & full rollout

Built for Dental Practices
Ready to Act

Whether you're just starting to think about EFT or you've tried before and gotten stuck — this course meets you where you are.

✓

Office managers ready to take control of insurance payment processing once and for all

✓

Practice owners tired of VCC fees quietly shrinking every insurance payment they receive

✓

Billing coordinators who need a reliable, trackable ERA system that actually works

✓

Practices using Zelis or similar portals and paying fees they simply shouldn't be paying

✓

Any Delta Dental participating provider who needs to be EFT-ready before the 2027 mandate

✓

Multi-location practices looking to standardize their EFT workflow across every site

Invest $199.
Save $35,000+ per Year.

One enrollment covers your entire practice. Proper training today will equal Profit$ tomorrow.

$199 one-time · full program
All 4 sessions
EFT enrollment guides by payer
ERA retrieval toolkit
Check & Balance template
Team training resources
Lifetime access
Complete your enrollment below  ↓
Live Training Schedule

4 Sessions. 8 Weeks.
Real Results.

Every session is live on Zoom with replays available within 24 hours. The 2-week spacing is intentional — so you can implement between sessions and bring real questions to the next one.

1
Wednesday, November 4th  ·  1:00 PM EST
Introduction + EFT Setup
What you'll cover: Why EFT matters, the cost savings angle, and beginning your bank setup
2
Wednesday, November 18th  ·  1:00 PM EST
Enrollment + Systems
What you'll cover: Clearinghouses, insurance payment portals, and a direct-links resource spreadsheet
3
Wednesday, December 2nd  ·  1:00 PM EST
Tracking & Reconciliation
What you'll cover: How to track EFTs long-term and build real financial visibility
4
Wednesday, December 16th ·  1:00 PM EST
Troubleshooting
What you'll cover: Real issues from implementation and how to fix the most common problems
Live on Zoom
Replays within 24 hours
Handouts included
Capped at 25 students
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Expert Guidance,
Start to Finish

⚕️
Colleen
Dental Practice Revenue & Insurance Specialist

Colleen has spent years inside dental practices helping teams reclaim revenue lost to inefficient payment systems. She understands the specific payer landscape dentists navigate daily — and has built a practical, step-by-step methodology that any team can implement, without a consultant or expensive third-party software.

Her approach is direct, specific, and built entirely around the realities of running a dental practice. Every session is designed so your team walks away with tools they can use immediately — not theory they have to figure out how to apply.

Proper training today will equal Profit$ tomorrow.

You've Got Questions.
We've Got Answers.

Do I need to be enrolled with Delta Dental to benefit from this course?
Not at all. While the January 2027 Delta Dental mandate is a key driver, the EFT setup strategies taught in this course apply across all major dental insurance payers — so you'll benefit regardless of your specific payer mix.
How quickly will I see savings after completing the course?
Many practices see immediate impact once EFT enrollment is confirmed and VCC opt-outs are submitted. The exact timeline depends on payer processing, but most practices report measurable savings within 30–60 days of completing the program.
Do I need any special software to implement what's taught?
No. This course is designed to work with the tools you already have. We show you how to access ERAs and build your tracking system without paying for additional software or clearinghouse subscriptions.
Can multiple team members from my practice access the course?
Yes — one enrollment covers your practice. We encourage both the office manager and billing coordinator to participate, as the Check & Balance system in Session 4 works best when your whole team is aligned.
Is this live or recorded — and what if I can't attend live?
All sessions include replay access, so you can work at a pace that fits your schedule. Session dates and delivery details will be sent immediately upon enrollment.
Proper Training Today.
Profit$ Tomorrow.

Set up EFT the right way, now — and spend the next year getting your money faster and keeping more of every dollar you've already earned. One enrollment. Four sessions. Real results.

Enroll in EFT Excellence — $199
Secure checkout · Instant confirmation · Practice-wide access

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