Management &

Clinical Consulting

We partner with you and your team to create customized systems and protocols that are written, measurable and easy to manage for growth and profitability.

Administrative training on:

  • Insurance Management

  • Accounts Receivable

  • Effective Scheduling

  • Co-payment Calculation

  • Co-payment Collection

  • Treatment Planning

  • Patient Retention Protocols

  • Verbal Skills Training

  • Internal Communication Skills

  • Implementation of Daily Metric Tracking

  • Staff Meetings and Huddles

Outsource your Accounts Receivable and outstanding insurance claims to our experienced in-house team:

  • Patient Accounts Receivable

  • Outstanding Claims Research

  • Posting of Insurance Payments

  • Sending Claims

  • Analyzing Accounts for Accuracy

  • Auditing of Financial Protocols

Strategic coaching sessions to discuss:

  • Oversee Conception to Opening

  • Marketing Timeline

  • Coordinating Vendors

  • Insurance Participation

  • Team Hiring

  • Team Training

  • Administrative Support

  • Opening Day Support

Coaching, education, and support to help you navigate:

  • Customized Transitions Checklist

  • Establish Protocols and Systems

  • Due Diligence

  • New Practice Assessment

  • Transition Support

  • Navigate Team Introductions

  • Opening Day Support

Focused training and resources to boost hygiene productivity:

  • In Office Seminars

  • Standard of Care 

  • Perio Productivity

  • Utilization of Diagnostic Tools

  • Verbal Skills for Difficult Conversations

  • Time Management Training

  • Successful Case Acceptance

Improve clinical standards in patient care:

  • In Office Seminars

  • Consistency in the Operatories

  • Verbal Skills

  • Creating Systems and Protocols for Patient Care

  • Standardized Tray Setups

  • Proper Operatory Turnover

  • Productive Patient Handoff

One on one strategy coaching with the Dentist focused on:

  • Goal Setting and accountability

  • Short and Long Term Planning

  • Profit and Loss Analysis

  • Coaching and Effective Leadership


Approved PACE Program Provider FAGD/MAGD Credit.
Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement.
3/1/18 to 2/28/22. Provider ID# 368382

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