Clarity, Calibration, Communication, and Coaching are the four pillars we use to uplevel your team. We start with clarifying your practice's mission and goals based on your philosophy and core values. We then Calibrate your practice's standards of care to ensure all providers are aligned and equipped to provide every patient with the same high-quality treatment.
We then provide you and your team with the tools necessary to communicate effectively with patients and one another using language that simplifies your processes and reflects your guiding principles. Coaching support is here every step of the way to encourage, develop, and empower your entire team to excel both professionally and personally. Below is an expanded summary of our process.
Onboarding: Research, Analysis, Planning, Benchmarking
- Initial Comprehensive Analytics Report & Trend Analysis
- Identify Practice Philosophy, Values, & Guiding Principles
- Define Practice Mission & Objectives
- Evaluation of Organizational Layout
- Gather Team Member Data
- Comprehensive Operations Audit
Upon Completion & Analysis of Data Gathering & Team Discovery Session
- Deliver Report of Findings
- Assess Needs and Establish SMART Goals for each Department
- Establish & Reverse Engineer Long-Term Goals
- Training Plan Review & Layout of Timeline
- Goal Introduction to the team with Expectations & Action Items
Coaching Calls & Communication
- Monthly Profit Leaks Analytics Report with Doctors & Management
- Coaching Support for Team Leads or Point People for Each Department
- SMART Goal Recaps - Scorecard
- Coaching Support for All Team Members Available as Needed
- Training Planning & Direction
Dental Intelligence
- Analytics Software ($1500 Set-Up Fee paid by DSO)
- Optional DI Training
- Team-wide access to Huddle Dashboard, Patient Finder, Schedule, and Automated Follow-Ups
- Optional Huddle Training
Website & SEO (Search Engine Optimization)
- Web & SEO - IT Management
- Marketing Recommendations
Growth Map
- Targeted Plan to address Patient Attrition
- New Patient Analysis & Marketing Planning
- Scheduling Guidance
- Actionable ways to Increase Internal Reviews & New Patient Referrals
Financial Optimization
- A/R Evaluation & Coaching
- How to Overcome Insurance Obstacles: PPO Analysis & Strategies and Effective, Honest Language
- Yearly Fee Analysis & Optimization
Practice Profitability
- Overhead Profitability Analysis
- Practice Budget
- Profit Sharing Guidance
- Structure for Bonuses & Incentives
- Retirement Plan & Contribution Guidance
Professional Development & Company Culture
- Team Member Professional Growth Opportunities: Team Lead Recommendations, Point Person Guidance for each Department and Ambassadors: Culture, Patient, Training. Huddle Leaders
- Establish Training Calendar
- Reserve time for Weekly &/or Monthly Meetings
- Future Team Retreat Layout & Scheduling
Leadership Structure, Guidance, Coaching
- Organizational Structure Analysis/Solutions
- Kolbe Certified Reports with Analysis & Coaching
- Placing the Right People in the Right Role to Maximum Efficiency & Effectiveness: Includes Planning & Implementation Support
- Employee Handbook Guidance
- Job Description Guidance
- Structure for Team Member 1-on-1 Meetings
- Language & Coaching in dealing with Team Member Concerns
- Onboarding Layout for Training New Employees