Initial Consultation and Reporting

This is an opportunity for us to see the inner workings of your office in it's current state. We will take a day or day and a half and observe every aspect of the office.  This will include watching the flow of patients, checking in and walking out of patients, flow of the appointments (hygiene and Doctor), and staff relations.  We will also run reports to get a feel for the health of the practice both financially and systemically. We then take this information and synthesis it into a business report that we present to the Doctors. These reports include a detailed analysis of the strengths and weakness of the practice and all the players. Additionally, if you choose to provide payroll information we can assess your staff overhead costs in comparison to your productions and collections. We are often told by our clients that this is the most helpful tool in the running of their practice. They read it thoroughly and refer back to it often. The end of this report provides an estimation of the required coaching hours and time frame to transition your practice into it's best version. Now is a good time to note that our fees are significantly lower than traditional consultants and are done without sacrificing quality.


Tandem Team Training

Tandem team training is one of our favorite times in working with your office. We get to know the staff and Doctors on a more personal level, focusing on team building exercises that incorporate new approaches, or slightly modify old approaches, to interactions between the staff and the patients. This is our opportunity to review the often under-utilized verbal skills necessary to make patients feel valued and understood. We focus on the idea that presentation of treatment will be the start or stop to patient acceptance. We touch on building the practice from the ground up, starting with teamwork as a foundation for growing the practice. Where we stand out from other consultants is moving the team forward with implementing new processes and systems rather than focusing on hyper-detailed team building or patient types. The experience of growing and learning together is itself a team building process, and a much more organic one than forcing people into uncomfortable conversations in front of their boss. Tandem team training is the first interaction your staff really has with us, and it gives them an outlook on where we are, and where we intend to go. It helps them learn from us, learn to trust us, and unlocks the potential they didn't even know they had.


Administrative Coaching

Administrative coaching is at the forefront of our systemic approach to perfecting your practice. These are the details, the little things that must be done correctly to ensure the patient experience is positive from the time they call to schedule their first appointment to the time they walk out the door. It is difficult to say what your practice may need until we see it in person, but in general we focus on these areas"

  • Maximizing your schedule to increase production without making you nuts.
  • Increasing your collection ratios, and making sure the collections flow is even, so you don't have weeks with very little cashflow.
  • Teaching your staff how to collect at time of service.
  • Treatment plan presentations and financial acceptance.
  • Insurance aging reports (don't worry we'll explain these to you), eligibility, and benefits - not only the best ways to get it but where to put it for the whole staff to access.
  • Training new staff or re-training current staff.
  • Updating your office (if you desire) to a paper-less office.
  • Effective Accounts Receivable collections.