🧾 Welcome to Your Solutions 101 Intake Portal
Thank you for taking the first step toward reclaiming control of your insurance reimbursements and building a more profitable, exit-ready dental practice.
This online portal contains everything you need to complete your intake process and get your HIPAA Secured Client Portal Opened where you will upload all the requested documents. We’ve simplified each step to make it quick, clear, and supported. Please follow the checklist below and submit your required documents by the deadline provided.
⏳ Important: We prioritize practices that move quickly. Delays in document submission may affect your ability to reserve an assessment window and begin your strategy timeline.
If you need help along the way, don’t hesitate to contact our team — we’re here to support you every step of the way.
Let’s unlock what you’ve already earned.
— The Solutions 101 Team
✅ Your Intake Checklist
Please gather and upload the following documents to complete your intake. Items marked required must be submitted for us to move forward with your assessment.
Required Documents
-
☐ Completed Office Verification Form (OVF) LINK BELOW
-
☐ Signed Business Associate Agreement (BAA) LINK BELOW
Once the BAA and OVF are received by S101, we will open your secure HIPAA Client Portal, where the following documents will be required to be uploaded
🔐IN YOUR SECURE HIPAA CLIENT PORTAL
-
☐ 2 Months of EOBs (Electronic Remittance Advice or scanned paper EOBs)
-
☐ Current UCR / Office Fee Schedule
- ☐ Procedure Code Analysis Report (find your instructions below)
(Date Range: January 1, 2024 – December 31, 2024)
Procedure Code Analysis Report Practice Management Instructions
1)Navigate to System Menu > Operational Reports
2) Choose Procedures Report
3) In the Date Range Enter 01/01/2024 thru 12/31/2024 (you might have to run multiple reports to obtain the full years data set)
4) Choose All Providers
5) Click on Generate
- Go to the three lines in the top right
- Click on Financial reports on the left
- Click on Production Summary Report
- This will open in a new tab
- Change your date range in the top left (Date Range 01/01/24 thru 12/31/24)
- Run Report
- Click Print report
- Right click and Print
-
SPECIAL TRANSACTION REPORT
- Special Transaction Report Reports (old) > Group Reports > Daily Reports > Management reports >
- Change the date range (01/01/2024 thru 12/31/2024). Show all codes done by PROVIDER > Sort by Codes
1) Click on HOME
2) Click on SELECT REPORT
3) Scroll down/click HSPA-Production Summary It will automatically sort by ADA Category and include all Providers for the last 12 months.
4) Click on Settings Icon
5) Select Export
6) Select to PDF
Procedure Code Analysis Report
- Go to Office Manager, followed by Analysis, then Practice, finally click on Reports
- Uncheck the By Category box (leaving this checked only summarizes categories, not each individual ADA code)
- Change the date range (01/01/2024 thru 12/31/2024)
1) Click on Reports
2) Click on All
3) Scroll down/click Procedures by Provider
A box will pop up with drop down menus.
5) Choose All Providers
6) In the Date box, √ Other Range End of Days
Enter 01/01/2024 thru 12/31/2024
7) Click on Preview
1) Hover over BUSINESS tab and select
REPORTS
2) Choose on CREATE CUSTOM REPORT
3) Select DESIRED LOCATION/PROVIDERS
(All)/PATIENT GROUPS (All).
4) Enter Date Range
01/01/2024 thru 12/31/2024
5) Ignore Original Transaction Date
6) Include in Report: PRODUCTION
7) Click APPLY FILTERS
Production Report by Code, All Providers
Menu Bar >Reports >Daily >Procedures >
Set date range > (01/01/2024 thru 12/31/2024)
Check box “Grouped By Procedure Code” >
Check Box “All Providers” >
Run report > THEN CLICK PRINT
Production Summary by Treatment Class Report
- Go to: – FILE > PRINT > OTHER REPORTS > PRODUCTION BY TREATMENT CLASS
- Change the date range (01/01/2024 thru 12/31/2024)
Production by ADA Code Report
Reports > Practice Management > Production Reports > By ADA (Include All Providers)
Enter the Date Range of 01/01/2024 thru 12/31/2024.