An excellent Location, adequate Facility, Equipment and Supplies

Building a new office or wish you could? Let us help you achieve your dream! We’ll coach you through the process of building a new office or expanding in your present facility. Our expertise will enable you to avoid costly mistakes and reach your potential.
Maybe you are purchasing an existing practice. Do you need help with the transition? We can help you implement systems and protocol to make your new practice run like a well-oiled engine. And … we can help your new team members through the change process.

Adequate Financing and Financial Strategy, including a Practice Budget

We offer a confidential financial analysis (personal and business) and can advise you in acquiring the best interest rates if you should need financing for building or expanding your practice.

Furthermore, one of the keys to financial success is having accurate and meaningful practice numbers and reports by which you can measure your success. We assist in establishing a precise and lean line item budget and explain how to efficiently operate the practice within the budget limitations. We also project growth goals and explain how this will impact the budget. Using our budgeting systems eliminates future surprises. We personally monitor on a monthly basis how the practice is progressing according to goals and budget and show you how to do the same.

The following outlines the basic financial package and monthly reports provided for our clients.

• Total Current Assets
• Total Property and Equipment
• Total Assets
• Total Current Liabilities
• Total Liabilities and Net Worth

INCOME STATEMENT #1

This income statement reports current month actual income and expenses and gives percentages of those expenses based on collections. It also shows year to date actual income and expenses and percentages year to date. This report details the following:

• Income
• Gross Charges
• Adjusted Charges
• Adjustments
• Fees Collected
• Total Income

Operating Expenses

• Line item for each expense
• Net profit or (loss)

INCOME STATEMENT # 2

This income statement reports the same line items as income statement #1 but also compares the current actual month-to-date figures with the same month last year and gives the variance between the two figures. It also gives the same comparison between current year-to-date figures and last year’s figures for the same period including variances.

INCOME STATEMENT #3

This income statement compares all the income and expense figures to the budgeted amount for the current month and also year to date with variances listed.

GENERAL LEDGER

Every expense is coded and all purchases listed individually under the appropriate line item expense. The general ledger confirms all expense numbers and is a system for checks and balances. All income line items are coded and listed as well.

A Doctor Leader trained in Business Systems

Let us be your Business Coach! Learn how to manage your practice using:

• Management by Objectives (goal setting),
• Management by Exceptions (problem solving), and
• Management by Incentives (bonus system).

Participate in our Doctor Program and learn how to:

• Be a leader,
• Run your office like other successful businesses,
• Operate from a budget,
• Hire the right Team,
• Motivate your employees to help you be successful, and
• Implement a new patient exam process that will elevate your practice to its maximum potential.

In the business of dentistry, success depends 85% on communication skills and only 15% on clinical expertise. Developing rapport quickly and easily is extremely valuable in the dental office where people don’t usually have a lot of time to spend with patients. It only makes sense to develop superior communication skills. We work with Doctors and their Team to increase listening skills, utilize good body language, and improve communication with patients and co-workers.

A motivated and Highly-Trained Team to assist the Doctor

We can help you get to know your team members through personality profiling in a fun, non-threatening environment. Learn how to use the personality profiling to become better team members and work together seamlessly.
We provide you with systems and protocol for all aspects of the practice which are outline in our Operations Manuals. The Operations Manuals are also designed for use in staff training and even have post tests after every chapter. Furthermore, they are great reference manuals for those who have completed our training.

An organized Patient Management System

Success in dentistry today relies mainly on people skills. Statistics show that patients who leave the practice or are dissatisfied in any way, do not value the services offered or received. Therefore, it is important to make patients feel good about their experiences at your office.
We call our patient management system the "Chain of Success." The links in this "Chain of Success" follow the flow of the patient through the practice from the first phone call through treatment and into the recall (or continuing care) system. The key to being successful is to make sure that no links in the chain are broken. Our tried and true systems and procedures will provide the Doctors and Team with the knowledge and understanding of how to implement the systems to assure that all eight links will be solid and strong.

A comprehensive practice Operating System

• Telephone Protocol,
• Greeting and Communicating with Patients,
• Scheduling for Optimum Productivity,
• The New Patient Exam and How to Use it to “Wow” your Patients,
• Hygiene and Recall System,
• Periodontal Therapy Program,
• Risk Management,
• Financial and Insurance Management,
• The Technical/Clinical Aspects of Dentistry,
• Marketing,
• Specialty practices and the referral,
• Team Meetings, and
• Operating from a Budget.

Use our staff accountability and reporting systems to track the progress of your practice daily, weekly, monthly and yearly. Know where you stand every day so if changes need to be made for improvement, be ready to make changes quickly to get back on the right track before it’s too late.

An effective Marketing Plan

We’ll perform an Image Analysis to determine what areas of your practice need improvement. We’ll help you formulate a marketing plan customized for your practice. Then we’ll show you how to calculate your return on investment for any marketing programs you implement. In addition, we’ll show you how to use a quality control survey to obtain feedback from your patients on an on-going basis regarding your service abilities. Deliver the best in customer service!

A Personnel Management System

• Ways to recruit new employees,
• Interviewing and hiring procedures,
• Suggestions for staff benefits,
• Incentive programs and methods for motivating employees,
• Protocol for disciplinary action and termination of employees,
• Employee handbook (including a template), and
• Job descriptions.

Also included are all the necessary HR forms such as W-4, I-9, Employee Application, Performance Review, Attendance Tracker, Warning Notice and many others – a total of 37 forms in all!