Services


We offer a wide range of services to help your dental practice.
  • Profitability, Cash Flow and Growth Analysis


  • Understanding your KPI’s your Key Performance Indicators and knowing which levers to pull to grow your bottom line.


  • Strategic Planning with budgeting for growth and profitability.



  • Transitions: adding associates, adding another location, selling your practice


  • Revenue Cycle systems. Understanding your revenue cycle. Accountability planning for team members.


  • Case Agreement: moving more patients to yes and conversion, it’s a team effort.


  • Marketing analysis and NP acquisition and growth. Evaluation of patient retention and patient  experience.



  • Service mix analysis for Dr and Hygienists


Menu of Services

Our coaching team will customize a plan tailored to your dental practice needs.


1. System for Collections including internal credit guidelines, payment options form and presenting the form. Patient follow up system. Insurance claim submission, estimating patient responsibility, eliminating the need for preauthorization.


2. Hygiene analysis of profitability, service mix, chart audit, standard of care, and perio percentages. Reactivation and retention system.


3. Creating the why in treatment philosophy and best practices.


4. Marketing system for internal referrals, demographic analysis, brand, website, social media review.


5. Goal setting, vision, team rewards, team meetings, employee reviews.


6. Transitions and handoffs, patient flow, conversations about next phase of treatment.


7. Scheduling templates for Dr and hygiene.


8. Communication, patient advocacy in case agreement, first contact, phone training, NP, emergency patients, and existing patients. Guiding the patient to the right appointments. Delivering bad news, vapor lock and how to overcome it.

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