Tentative PPP Program Changes Announced

06/01/2020 11:58AM

Thursday, the House passed H.R.7010 to modify certain provisions related to the forgiveness of loans under the Paycheck Protection Program (PPP). The tentative PPP program changes announced would extend the current 8-week loan forgiveness period, as well as lower the payroll portion from the current 75% requirement.  This bill has not passed the Senate or been signed by the President and is, therefore, not enacted.  We expect some changes to the final bill.  But it is very likely to pass in some form since there is bipartisan support on this issue.  The bill will include other changes as well, and we will put out those details once they are final.  No need to fill our valuable brain space with hypotheticals!  Click to read the entire Bill.

Paying Employee Bonuses Using PPP

05/27/2020 2:47PM

There are still plenty of questions to be answered regarding PPP forgiveness details!  BUT recently released regulations have addressed the issue of paying employee bonuses using PPP proceeds.  The Department of Treasury has issued a ruling stating that hazard pay and bonuses are forgivable payroll costs during the PPP Covered Period.  This is a great answer to a question you have been asking.

This ruling is a very broad interpretation of compensation.  But it provides a good strategy to help achieve the 75% payroll costs requirement for full PPP loan forgiveness.  This compensation rule also applies to furloughed employees.  So providing hazard pay, or keeping your employees on payroll even if they didn’t work, will still qualify as a forgivable payroll expense.  The caveat to remember when paying any type of compensation–$15,385 per employee is the maximum forgivable amount during the Covered Period.

Your next question:  Does that mean I can pay my spouse a bonus and include it in forgivable compensation?  Unfortunately, that question remains answered.  We expect the SBA to issue specific guidance concerning related parties…someday.

Retention of PPP Documentation

05/26/2020 5:00PM

So, what are the requirements for the retention of PPP documentation? The SBA requires that PPP borrowers retain all related loan and forgiveness documents for 6 years after:

  • The date of full forgiveness OR
  • The date the loan is fully paid off if only partial forgiveness was achieved.

That’s a LONG time.

Here is what that entails for loans under $2 million:

  • Documentation submitted with the PPP loan AND forgiveness application
  • Payroll costs from the previous 12 months before applying AND during the 8-week Covered Period, which includes:
      • Salary/wages paid to employees (capped at $100k annually for each employee)
      • Health insurance premiums paid (if not taken out of the employees pay)
      • Employer matching retirement expense
      • State/local taxes assessed on employee wages (TWC/TXSUI for Texas dentists)
  • Any documents from EIDL’s you received in 2020 (including the EIDL advances for PPP loans). Follow the details regarding Forgiveness Application documentation that was posted previously. To make life easier, make two copies when gathering all the required documents needed – one for submission and one for record retention.
  • Documentation showing material compliance with PPP requirements

You are in PPP compliance if you:

  • Keep up with the documentation described above
  • Keep check stubs/receipts verifying you have been spending your loan on the required items (payroll, rent, mortgage, utilities)
  • Can verify the certifications made on the original loan application, and
  • Have not received a PPP loan twice for the same business if you applied to multiple banks

It wouldn’t hurt to review the loan documents from your PPP lender to make sure that the bank doesn’t require any sort of additional documentation for their records.

Keeping up with these items is vitally important for the next 6-7 years. While the SBA has indicated that their audit resources will be mostly dedicated to borrowers who have larger loans (over $2 million), the SBA has the authority and right to access and review the described items above for any PPP borrower during the 6 years.

Special Emailed Information

05/26/2020 3:47PM

If you are an Edwards & Associates client, you should have received special emailed information today from

Please let us know if you did not receive this email by writing to the email address listed above, include your first and last name and your proper email address.

Thank you!


PPP Forgiveness-Owner Salary Limits

05/26/2020 12:08PM

Let’s start with the same broken record disclaimer that we’ve now said no less than 100 various times…we still have not received guidance on the PPP forgiveness provisions.  Still.  Even though it was due to us in late April.  Even though many of you are well into your 8-week period.  Are we frustrated?  Yeah, we’re frustrated!  So anything we advise at this time is still subject to change. However, here is some information regarding PPP Forgiveness-Owner Salary Limits.

SBA released the PPP forgiveness application recently, and it revealed a change.  Not a good change, but one that needs to be highlighted.  As an owner/employee of your practice, the limit on wages that can be forgiven under PPP provision per the CARES Act is $15,385 over the 8 weeks.  You know this well by now.  BUT, now it is limited even further IF you paid yourself less than $100K in 2019.  According to the newly released forgiveness instructions, forgivable owner wages are capped at the $15,385 amount, OR the 8-week equivalent of compensation in 2019, whichever is lower.  In plain English, if you took a salary in 2019 less than $100K, you can’t increase your salary now not to help increase PPP forgiveness.  

For instance, if you made $75K in 2019, your salary over the 8-week PPP period is limited to $11,538.  Not $15,385.  If you did not take your required wages in 2019, you are limited to $0.  In those cases, if you paid, or will pay yourself the $15,385 previous maximum, it will not all be forgiven.  SBA could revise this position in future guidance, but there is no expectation it will do so.  

AGD Continues to Advocate for You

05/22/2020 7:00AM

The AGD continues to advocate for you and sent out an update today, which you can access here.  It contains a couple of points that we definitely want to highlight.

Business Interruption Insurance for Pandemics: 

AGD continues to advocate in Washington, DC.

This week we contacted congressional leaders requesting that future COVID-19 relief legislation include provisions to enhance commercial business interruption insurance policies. We highlighted how proposals such as H.R.6494, the Business Interruption Insurance Coverage Act, could offer businesses the option to address damaging gaps in coverage and bolster our country’s economic resilience during future crises. Read the letter.

We previously reported the unfortunate news that business interruption insurance will most likely not cover your COVID closure losses.  Reminder:  FILE A CLAIM ANYWAY!  It sounds like this legislation would only be a benefit in future pandemics and not a remedy to the current situation.  Nonetheless, there is some comfort in knowing this situation would be less devastating in the future.

Dentists Should Go on Offense

I was struck by an observation that moving forward, “General dentists need to drive the narrative and not play defense.”  This means continuing to emphasize the importance of oral health literacy and the dental home, and the fact that dentists are experts in infection control.  Patients trust their dentists. 

As a practicing dentist and educator, I am confident that my extensive training in infection control and dental procedures allow me to [make] informed decisions regarding treatment procedures and protocols.  That is a base from which all of us can confidently move as the science around COVID-19 transmission evolves.

Well put! 

Private Equity Dental Practices: A Cautionary Tale

5/21/2020 2:24PM

The previous “big thing” before COVID-19 was the unprecedented number of Private Equity groups buying dental practices. The appeal is no surprise. The partnership will allow you to focus only on dentistry. After all, they have lots of business experience and your degree is in dentistry. Just think of it! No more managing staff. No more researching the best lab or taking out expensive loans for equipment. No more gathering financial data or answering directly to your CPA. 😉 Or maybe it allows you to get out of dentistry entirely. The pros are obvious—less responsibility and a big payout.

Not so long ago, only bigger multi-location practices were in the sight line of Private Equity groups. But now they’re finding ways to roll up several single-location practices into a desirable portfolio. And why is PE so interested in dental practices that they’re finding more creative ways of doing deals? Well it’s simple…dental offices are profitable and lucrative. And PE wants a piece of that pie.   

Those of us serving the consulting and financial needs of the dental industry see the trend very clearly. It’s going the way of the medical profession, where you now find very few privately owned practices. But owning a dental practice is about more than just doing dentistry and more than just making a living. Do you have an entrepreneurial spirit? Do you want to determine the direction of your practice—its personality and quality level? Do you want to keep your profits or share those profits with investors? And most importantly, do you want to be told how to care for your patients? Private Equity gives lots of assurances of not directing how your practice will provide dental care, but that often is a bait and switch job

Bloomberg had a good article this month about the effect of Private Equity on the medical field.

bloomberg businessweek

This is one of many tales we’ve heard of the affect non-medical owners have on practices. It’s not a paranoid perspective, but what has been demonstrated time and again. We’re not here to lecture you about the evils of Private Equity owners. And when you’re offered that big payout, we understand you have to think about your family and your financial needs. But we do want you to go into any transaction with your eyes wide open to all matters under consideration, which include more than total dollars. 

  • Will I really continue to be in control of my dental care decisions?
  • What long term effect will this have on my industry? On my colleagues? On future dentists? On my child that planned to follow me into this field?
  • Could a private dental buyer give me a competitive offer as an alternative? 
  • Could I bring in a partner to relieve some administrative burdens?
  • What future revenue will I forfeit by doing this deal?

It’s a seller’s market right now. Both Private Equity groups and individual buyers are looking for valuable practices. Younger dentists are searching for practices that will afford them the entrepreneurial opportunity you’ve had, and they’re motivated to compete against big players in the industry. And lenders are willing to make the loans to help them. Our point in all this? Your decision whether to sell to Private Equity will affect far beyond yourself. 

My Child Received $1200 Stimulus

05/21/2020 1:58PM

You may be shocked to hear this, but the IRS is not infallible. And that goes double for their automated computer programs which might have you saying, “My child received a $1200 stimulus check, was that supposed to happen?” They are now occasionally sending out $1200 stimulus checks to dependent children, which is not correct. We have heard from you in several such instances. These checks are in error and, unfortunately, must be returned. According to IRS instructions, here are the steps that should be taken.

If your refund was a paper Treasury check and hasn’t been cashed:

  1. Write “Void” in the endorsement section on the back of the check.
  2. Submit the check immediately, but no later than 21 days, to the appropriate IRS location listed below. The location is based on the city (possibly abbreviated) on the bottom text line in front of the words TAX REFUND on your refund check.
  3. Don’t staple, bend, or paper clip the check.
  4. Include a note stating “Return of erroneous refund check” and give a brief explanation of the reason for returning the refund check.

IRS mailing addresses based on the city (possibly abbreviated) located on the bottom text line in front of the words TAX REFUND on your refund check:

  • ANDOVER – Internal Revenue Service, 310 Lowell Street, Andover MA 01810
  • ATLANTA – Internal Revenue Service, 4800 Buford Highway, Chamblee GA 30341
  • AUSTIN – Internal Revenue Service, 3651 South Interregional Highway 35, Austin TX 78741
  • BRKHAVN – Internal Revenue Service, 5000 Corporate Ct., Holtsville NY 11742
  • CNCNATI – Internal Revenue Service, 201 West Rivercenter Blvd., Covington KY 41011
  • FRESNO – Internal Revenue Service, 5045 East Butler Avenue, Fresno CA 93727
  • KANS CY – Internal Revenue Service, 333 W. Pershing Road, Kansas City MO 64108-4302
  • MEMPHIS – Internal Revenue Service, 5333 Getwell Road, Memphis TN 38118
  • OGDEN – Internal Revenue Service, 1973 Rulon White Blvd., Ogden UT 84201
  • PHILA – Internal Revenue Service, 2970 Market St., Philadelphia PA 19104

If the check has been cashed or direct deposited, check here for more information:

2019 Tax Refunds and Prep

05/21/2020 9:39AM

2019 Tax Refunds are S-L-O-W

Are you due an IRS refund for your already filed 2019 tax return and still waiting? You’re not alone. Our ADCPA counterparts throughout the country are reporting delays for both paper check and direct deposit refunds. The IRS was (and may still be) on skeleton crew and overall overwhelmed with all the COVID changes and stimulus checks. We expect much longer refund delays this year at a time when they’re needed more than ever.

2019 Taxes due JULY 15, 2020


It’s not too late!  We still have capacity to get existing client taxes prepared and filed by the new 7/15/2020 deadline.

If you have not yet submitted your data please do so ASAP.


if you owe us outstanding questions or data, please take care of those needs at your earliest convenience.

PPP Forgiveness Applications will quickly engulf us after the 8-week periods begin to expire.  And those will be of the utmost importance.  Please take advantage of our availability NOW.  A normal extension will be available making the final due date October 15, 2020, and there is no expectation, at the moment, of this date being postponed.

Recouping the Costs of PPE Supplies

05/20/2020 11:08AM

COVID-19 has caused an increased requirement for PPE and screening patients to protect yourself, your staff and your patients.  And these additional supplies and staffing time are not without cost.  As you dive back into practicing, you are asking, “What are the possibilities of recouping the costs of PPE supplies?”  Can you charge it out to the insurance companies?  How do you code it?

Some insurers are allowing these billings, and reimbursement rates vary by state and type of plan.  Consult your insurance plan contract or contact the insurer directly before implementing, as some do not allow you to bill these separately.  The coding for PPE reimbursement is D1999.  For patient screening use code D0190.  According to PPO Advisors, the average reimbursement for PPE is $7-10, and for screening $10-15.  So, recouping the costs of PPE supplies looks promising!

Click to read the complete informational flyer from PPO Advisors.

Documentation Required for PPP Forgiveness

05/19/2020 5:16PM

Please bear with this post.  Some things just can’t be easily be changed to plain English, as is the case with the following explanation of documentation required for PPP forgiveness.

Payroll Documentation

Note:  The “Covered Period” for this section is

  • the 8-week period beginning when you received PPP funds OR
  • if you are a biweekly or weekly payer, the 8-week period beginning the first day of your next payroll after you received your PPP funds.
Required documentation of compensation:
  • Payroll reports for your Covered Period.
  • 2Q 2020 941 and SUTA forms.
  • Proof of contributions to employee health insurance and/or retirement plans during your Covered Period.
      • Note:  At this time this includes only payments for “employees” which include S corp owner employees, but does not include self-employed individuals operating a sole-prop/Schedule C business.
      • Note:  This does not include amounts that are withheld from employee checks that you pay on their behalf.
  • The amount of Full Time Equivalent (FTE) employees on the payroll during the following time periods:
      • Note:  Instructions for calculating FTE coming soon.
    • Feb. 15, 2019 – June 30, 2019 OR Jan. 1, 2020 – Feb. 29, 2020, whichever you prefer and you would want the lower figure.
    • Average FTEs during the Covered Period.
    • The amount of FTEs on June 30, 2020 (if you are using the FTE Safe Harbor to avoid FTE forgiveness reduction).

Nonpayroll Documentation (i.e. rent, utilities, mortgage interest)

Note:  The “Covered Period” for this section is

  • the 8-week period beginning when you received PPP funds.
  • Business mortgage interest payments
    • copy of the amortization schedule AND cancelled checks during the Covered Period OR
    • detailed statements for the period Feb 2020 through one month after the end of the Covered Period AND cancelled checks during the Covered Period.
      • NOTE: The term “mortgage” includes your practice loans as long as the obligation is secured by property of the practice (i.e. equipment)
  • Building rent/equipment lease payments
    • copy of the rental agreement AND cancelled checks during the Covered Period OR
    • detailed statements for the period February 2020 through one month after the end of the Covered Period AND cancelled checks during the Covered Period.
      • Note:  Most landlords don’t provide monthly statements so start looking now for your lease.  If you can’t find your copy, request a new one soon!
  • Utilities (electric, gas, water, internet, & phone)
    • detailed statements/invoices for the period February 2020 through the month of the last payment during the Covered Period AND cancelled checks during the Covered Period.

In addition to this documentation required for PPP forgiveness that must be submitted, there is documentation that must be retained by you for a long period of time.  We will provide those details at a later time.

PPP Forgiveness: Highlights

05/18/2020 8:46PM

The wait has been long but finally the SBA released something on PPP forgiveness.  In fact, what they released was the forgiveness application and related instructions…but no guidance.  I’m trying hard not to look a gift horse in the mouth, as they say, but many of the main questions remain unanswered.  For now, we’ll take what we can get and run with it!


with editorialized comments

According to the Treasury Department, the form and instructions include several measures to reduce compliance burdens and simplify the process for borrowers. 

It is true that the main part of the application is simpler than expected.  On the other hand, the calculations for reduction in wages and number of employees is everything you would expect government bureaucracy to devise. Insert eye-roll here.

These are the highlights according to the Treasury Department:
  • Options for borrowers to calculate payroll costs using an “alternative payroll covered period” that aligns with borrowers’ regular payroll cycles. 

This one is great.  If you have a biweekly or weekly payroll schedule, it allows you to flex the 8-week period—for payroll costs only—to align with your regular paydays.  For instance, if your pay dates are every other Thursday and your 8 weeks began on 4/20 and your first payroll was 4/30, you can adjust the 8-week period for this purpose to begin on 4/30 and coincide with that first payroll.  This buys you a little more time with your 8 weeks and gives you potential to squeeze in an extra payroll.  Note, this does not move the 8-week period for things like rent and utilities.

  • Flexibility to include eligible payroll and non-payroll expenses paid or incurred during the eight-week period after receiving their PPP loan. 

It is hard to discern where the “news” is in this one.  It’s with the word “or.”  Again, this is a good one!  Under the letter of the law, the expenses had to be “incurred and paid.”  That basically meant you had to actually write the check and it had to be for the current period—not some past due utility bill from December or future prepayment of 6 months of rent.  But now it’s an “or.”  So, if your 8-weeks ends on 6/20 and your normal payroll is not until 6/30, you can still wait until 6/30 to pay your staff but include the payroll amounts through 6/20 in your forgiveness calculation.  Same for a utility bill.  If the period of service is for 5/20-6/20, for instance, then it is includable even if not paid.

  • Step-by-step instructions on how to perform the calculations required by the CARES Act to confirm eligibility for loan forgiveness. 

Well, yeah they’re there.  And they’re step-by-step.  To be fair they made no reference to them being logical or easy, so I can’t criticize.

  • Borrower-friendly implementation of statutory exemptions from loan forgiveness reduction based on rehiring by June 30. 

Fortunately, the rule is more borrower-friendly than the wording of this highlight.  But it’s not new.  It’s simply referring to the provision that if you get your staff numbers and wages at 6/30/20 back to your levels at 2/15/20, then you avoid any reduction in forgiveness.  Without this safe harbor, if your payroll decreased during the COVID quarantine period, your forgiveness amount would be limited.   

  • Addition of a new exemption from the loan forgiveness reduction for borrowers who have made a good-faith, written offer to rehire workers that was declined. 

This is true and more good news.  But since they released this info last week it’s a bit anticlimactic.

So yes, there’s a lot of information still lacking in this post because there’s still of lot unknowns due to SBA silence.  Nonetheless, we are gleaning more information from the application and we’ll be releasing it in chunks over the next few days.  Specific details to follow will include strategies to maximize forgiveness and documentation that will be required.  Keep checking back.

Employer Credits Due to Covid-19

05/18/2020 1:54PM


The IRS has published Form 7200, Advance Payment of Employer Credits Due to COVID-19.  This new form is for employers who don’t want to wait for Q2 941 filings to claim payroll tax credits when the credits available will be more than the total payroll tax liability due for a given quarter.  To refresh, the Emergency Paid Sick Leave Act & Emergency Family and Medical Leave Expansion Act (applicable from April 1, 2020 – December 31, 2020) provides a credit amount that equals

  • qualified leave wages paid,
  • qualified health care expenses allocable to the employee (to the extent it’s excluded from the employee’s income),
  • the employer’s share of FICA taxes on the qualified leave wages. 

If you have been skipping deposits of payroll taxes in advance use of the credit, you will simply report those amounts on Form 7200.  Your advance payment will then be reduced by these amounts already used and any remaining credit will be refunded. 

Although self-employed individuals qualify for both credits, the IRS has mandated individuals cannot file Form 7200.  


The Employee Retention credit can only be claimed if you did not receive a PPP Loan.  To further qualify you must meet one of these criteria. 1) You had your business partially or fully shut down due to government orders during a calendar quarter (all Texas dentists will qualify for Q2 in 2020).  Or 2) you meet a “significant decline in revenues” test for a calendar quarter; however, dentists are not likely to meet the test since most practices are experiencing ramped-up demand.  The credit amount will equal 50% of wages you pay during a calendar quarter in which you qualify.  The maximum credit is 50% of wages paid, limited to $5K per employee.  The credit period is March 13, 2020 – December 31, 2020, so if you were shut down partially in March and have not taken a PPP Loan, you will have a Retention Credit available from Q1 to claim.  These Q1 credits, along with any Q2 Retention Credit amounts, can be claimed beginning on the Q2 941, or on Form 7200.  The IRS will not allow the credits on Q1 941 filings or subsequent Q1 941 amendments.

Form 7200 can be filed with the IRS by faxing it to 855-248-0552.  Form 7200 can be filed multiple times a quarter.  However, the amounts reported will be cumulative, so your second Form 7200 filing in a quarter will include the amounts reported on the first filing.  If any errors are made in the filing of Form 7200, they may be corrected on the Form 941 filing at the end of the quarter.

More info and the Form can be found here:

PPE Costs Survey Results

05/18/2020 11:01AM

Thanks to each of you who participated in our dental office PPE costs survey! We truly appreciate your experience so we may help the community realize the costs PPE is having on independently owned dental practices.

Please CLICK HERE to read the full results report & see the graphs.

After reading the results of hundreds of dentists nationwide, key PPE trends are:
  • Billing Patients: 61.2% of dentists said they will bill patients for the extra PPE costs. Overall, dentists share they are billing $10-12 per patient; however, one office is billing $30. When adding the up front, fixed costs for PPE to the variable costs per patient seen, the additional invoice amount would need to be higher than $12 per patient for most offices–if trying to recoup 100%.
  • Re-Opening: 81.5% of dentists who responded will re-open by today with only 14% expecting to re-open after June 1.
  • PPE Out of Stock: although offices are reopening, they have very limited supplies and some are staying closed due to this issue. 90.18% of practices have N95 masks on back order and 74.9% state that gowns are on back order.
  • Time Between Patients: 67% of dentists will be adding up to 20 minutes between patients, with 29% of those practices adding only 10 minutes for room turnover. For practices with 45 minute hygiene appointments, this can mean as much as a 40% increase in time needed per patient appointment.
  • N95 Masks: On average, spending has ranged from $4 to $5.30 per mask. 67.5% of dentists are spending more than $4 and 63.5% are spending less than $5.
  • Gowns: 57.76% of dentists are spending more than $5 per gown, due to using reusable gowns. Many offices shared that they are using gown rental services.
  • Face Shields: This PPE expense had the widest response range. 49.28% of practices are spending less than $12 per shield yet 39.56% are spending over $15.

Forgiveness Info Released

05/18/2020 10:35AM

PPP loan forgiveness information has been released. We are researching the information and will have details published for you very shortly, please stand by.

EIDL Use, Let’s Review

05/18/2020 9:49AM

EIDL USE RECAP:  You can use the loan for normal operating needs—accounts payable, payment on loans, operating expenses, etc.  You cannot use the funds to pay cash dividends or bonuses, or disbursements to owners (this doesn’t include normal paychecks to owners; those are ok).  You can’t use it to pay off other debt which basically is an unofficial refinance.  You can’t use it for capital improvements that were needed by the business prior to the disaster.  So if you needed to finish out another operatory, you can’t do that.  If the government requires you to buy an IsoLight for your practice in the COVID-19 aftermath, that would be permitted.  If you receive both an EIDL and a PPP loan—utilize the PPP loan during the required 8 week period on the permitted items, primarily payroll, then turn to the EIDL funds until patient fees return.

As I reopen my office, why am I so tired?

05/15/2020 2:09PM

This may be why…

You took a mandatory 6 week vacation where you traveled to new and exotic places…like your kitchen, the back yard, and the spare bathroom.  And now it’s back to the routine and grind of a normal work week as you reopen your office.  Do you feel exhausted? 

You’re not alone. 

We’ve heard from many of you this week with this new insight.  It’s not really surprising.  You’ve been on your own preferred schedule at home, maybe staying up too late.  You’ve been spending energy helping your kids learn fractions and algebra—probably now eager to support their “we’ll never use this in real life” position in the hopes of avoiding it entirely.  And you’ve been worrying about the survival of your practice.  Add those all together and throw in a full work week, tons of new policies and procedures to implement, and staff and patients to reassure, and it’s really no wonder you’re tired.  If you haven’t reopened yet, start preparing now both mentally and physically!

A Wall Street Journal article points out the fatigue affect the shelter-at-home orders have had on many and gave that piece of advice regarding transitioning out of confinement.

Transitioning as society reopens

While it’s unlikely that we’ll return to our lives as they once were — at least for some time — some workplaces are beginning to reopen across the nation. We might see different schedules or more opportunities to work from home, but some of us will go back to a set schedule that might be a difficult jump from our current state. If you have enjoyed not having to commute or put in long hours away from home, how can you ready yourself for this shift?

Robbins suggests preparing for your transition as you would an upcoming trip. If you were heading to London, for example, “in the week leading up to that trip, you’d be starting to switch your calendar a little bit closer to your destination.” She says to take small steps each night, such as going to bed 15 minutes earlier, to move in the direction of your new schedule. These incremental adjustments give your body and mind time to adapt.

Besides our sleep schedules, there can be additional stress and exhaustion as we reenter the world. From worrying about whether we’ll be infected to wondering whether we’ll still have a job, some fear of the unknown remains — and that, as we know, is tiresome.

Read the full article here.

Employee Recall Letter

05/15/2020 1:44PM

Here is a good employee recall letter template to help you formalize your employee rehire process.  Remember that your employee count on 6/30/20 compared to 2/15/20 will affect your total forgiveness.  However, an employee who refuses to return will not negatively affect the forgiveness.  For documentation purposes you would want this letter or something similar on file to provide support that the missing employee refused to return to work and thereby should be excluded from the forgiveness calculation. 

Click here to download the letter template.

Free Guide: Answer Questions From Patients

05/14/2020 3:43PM

With the reopening of your practice, everyone will undoubtedly be asking new questions.  How do you ensure that your team is ready to answer questions from patients? Try this free guide.

LionSpeak, a leading communications coaching company, has published a free guide to help practices during this reopening process. Here are some of the topics included in the 11 page guide:

•           Preparing for patient questions
•           Answering safety and infection control questions
•           Addressing financial questions
•           Handling questions about scheduling and/or treatment
•           Patient outreach before and after returning to work

We encourage you to use the free guide to ease the stresses of your patients and staff to help ensure a successful reopening of your practice.

We are not being paid – or even asked – to post this information, we simply find it to be valuable, free information and want to share it with you.

Click here to download the LionSpeak guide.