Finance and Operations

1. Patient Finance

  • Defining how to effectively Manage Dental Insurance
  • Patient Finance Options
  • Maximizing Point of Service Collections
  • Develop Standard Follow-up Collection Procedures
  • Optimizing the Collection Ratio

    2. Comprehensive Analysis of Practice Operations

  • New Patients - Initial Client Interactions
  • Front Desk Appearance and Processes
  • Personnel & Administrative Overhead Analysis
  • Implementing Proven Business Models
  • Benchmarking
  • Effective Practice Communications

    3. Financial Planning

  • Overview of the Planning Process
  • Common Planning Errors
  • Keys to being Financially Independent
  • Effective Retirement Plan Design
  • Proven Investment Techniques
  • Strategies for Financial Independence