Tie dental lease costs to proof
Build one worksheet for each dental site.
Separate landlord charges from direct payments.
Then tie each ledger line to its source.
This dental cost guide lists this cost group.
| Source terms |
|---|
| rent, taxes, and utilities |
The last term means power and water costs.
That list does not prove who billed each cost.
Your worksheet must show the payment path.
Define six cost lanes
Use these lanes before any math.
| Cost lane | Main source | Payment path |
|---|---|---|
| Base rent | Signed lease | Landlord bill |
| Landlord CAM | CAM statement | Landlord bill |
| CAM utilities | CAM statement line | Landlord bill |
| Direct utilities | Utility invoice | Utility vendor |
| Property taxes | Lease and statement | Landlord or tax office |
| Insurance | Lease and invoice | Landlord or insurer |
Do not merge the two utility lanes. They need separate proof.
Add the worksheet fields
Give each cost one row.
| Field | What it holds |
|---|---|
| Ledger account | Booked account name |
| Posting date | Ledger date |
| Amount | Booked amount |
| Vendor | Paid party |
| Site | Dental office code |
| Cost lane | One of the six lanes |
| Lease clause | Source page and text |
| CAM line | Statement page and line |
| Direct invoice | Vendor invoice link |
| Service period | Dates covered |
| Duplicate flag | Yes, no, or open |
| Review owner | Named firm reviewer |
| Review note | Source based decision |
A flag is not a finding. It means two paths need review.
Test the utility paths
Use this order for every utility cost.
- Read the utility clause.
- Find the CAM utility line.
- Find direct utility invoices.
- Match the site and service dates.
- Compare the named service.
- Mark the review result.
This dental lease guide says NNN leases may add CAM.
| Other source term |
|---|
| utilities |
That term means power and water costs here.
That does not mean both bills cover the same cost.
Use clear review results
Give each row one result.
| Result | Meaning | Next step |
|---|---|---|
| Matched | One source supports one payment | Keep the link |
| Needs invoice | A direct bill is missing | Ask the client |
| Needs support | A CAM line lacks detail | Ask the landlord |
| Possible overlap | Two paths share a service | Check dates and terms |
| Coding review | The ledger lane looks wrong | Send to the bookkeeper |
| Counsel review | Lease meaning is unclear | Send the clause to counsel |
Do not post an open item as a credit. The review comes first.
Walk a sample tie out
This example is fictional. All names and amounts are made up.
Maple Dental has one leased office.
| Ledger row | Amount | Source | Result |
|---|---|---|---|
| Landlord CAM | $9,400 | CAM statement | Needs support |
| Electric bill | $3,100 | Vendor invoices | Matched |
| Water bill | $1,200 | Vendor invoices | Possible overlap |
The CAM statement has a water line. The lease also names water costs.
The worksheet flags a possible overlap. It does not claim an error.
The reviewer checks service dates and meter scope next.
The electric row has one payment path. It stays matched.
Keep other work outside
This worksheet covers costs tied to the site.
It does not review payroll, supplies, claims, or insurance billing.
It needs no patient data.
Use the lease cost service card to set scope.
Place each site in the dental CAM queue.
Use the DSO diligence index for deal work.
Bring the tied worksheet to the dental consultant plan.
Choose the next cost lane in the franchise resource hub.
Show the client scope with the franchise consultant offer.
Send other firm questions to the Practice Growth hub.
Where CAMAudit fits
Dental consultants own ledger coding and payment checks.
CAMAudit reads the chosen lease and CAM statement. It may flag source gaps.
It can spot lease and statement gaps. Your firm checks direct bills.
Your firm reviews and signs the branded CAM audit. You guide the client.
A checked item may support a dispute letter draft. Your firm checks it.
It is not legal advice. Have counsel review before sending.
Set worksheet owners in the service line guide.