Services

Making your practice life more efficient, enjoyable and profitable!

Our team of experts provides unsurpassed service and support that enables you to focus on your OMS Practice and achieve your business goals.

Do you LOVE being a Dentist but HATE the business side of your practice?
Are you challenged by managing your practice?
Are you tired of the paperwork involved?
Are you ready to give up?

We have worked with numerous clients to help them get back on track. Let us do that for you… so YOU can start ENJOYING being at the office again.

The Comprehensive 12-Month Program is designed to provide a personalized, holistic solution for every area of the practice. Services included in the comprehensive program vary based on the unique needs for each practice. A detailed practice analysis is performed at the beginning of our engagement in order to gain a greater understanding of financial and organizational health of your practice. Areas of focus include, but are not limited to:

Operational Services

Workflow Assessment and Refinement of Systems. Top-down evaluation of all systems. Strategic planning for development of new systems and refinement of existing systems (as necessary) to ensure the practice is operating efficiently and economically. Systems reviewed include:
- Accounts Receivable Cycle. Initial billing to final settlement of the account.
- Coding and Billing. Detailed chart audit of x# accounts per provider. Formal report provided upon conclusion. Training and support on findings provided to appropriate team members.
- Credit Guidelines. Development of internal credit guidelines.
- Scheduling for Efficiency and Profitability. A time study is performed in order to develop a customized schedule based on the goals and vision of the doctor.
- Communication. Evaluation of all internal (team members and patients) and external (referring offices) communications in use. Training provided, as necessary.
Insurance Contract Review. Complete review of insurance carrier contracts and guidance on renewing and/or discontinuing participation in plans. Negotiation of higher reimbursement fees
(when possible).
Implementation of Human Resource Manual. Review of current human resource manual (if available)
and assistance with implementation of an updated manual compliant with state and federal employment laws.

Financial Services

Evaluate productivity and profitability for each office/location. Provide recommendations for
increasing profitability and lowering overhead expenses.
Development of annual business plan and budget.
Financial reporting, including key practice metrics.

Coaching and Mentorship

Business coaching for doctors.
Leadership and management training for managers.

Personnel Services

Staffing. Full review of management, clinical, administrative, and business/insurance office
positions. Identification of new/unfilled position(s) and appropriate headcount(s) necessary to operate efficiently. Assistance with developing job description and task list for new/unfilled position(s) provided.
Training. Development and implementation of necessary training modules to support the new and refined systems identified through the practice analysis.
Implant Treatment Coordinator (ITC): If the practice would like to expand staffing to include an ITC, we’ll assist with evaluation and refinement of ITC tasks and responsibilities to support implant goals for the practice. Job description and compensation plan development, and subsequent training of the ITC provided.

Support and Continuing Education Services

Consulting and training provided during quarterly onsite visits. *A Remote training provided between
onsite visits.
Monthly calls scheduled with the doctor and key team member(s). Email and telephone support
provided between scheduled calls and onsite visits.
Complimentary access to the highly regarded “Untangling the Web of OMS Billing” presented by Terri Bradley, LLC.

*A Travel expenses are billed separately.

This three-month remote coaching program is for teams that want to ‘reboot’ their accounts receivable processes.

Our billing and coding expert will begin by auditing X# patient accounts per provider and prepare for fast results by identifying and clearing any obstacles that may have held you back. We will then review your accounts receivable processes and develop new strategies to boost effectiveness and profitability.

Audit of X# patient accounts per provider (treatment notes, patient ledgers, and EOBs)
Assessment of current A/R systems and processes
Review of internal billing processes (patient and insurance)
Evaluation of commonly used codes in the practice
Detailed review of A/R report (patient and insurance)
Web coaching and training (8 sessions)
Email and telephone support
Monthly review of A/R report
VIP complimentary access to the highly regarding course “Untangling the Web of OMS Billing”

Our financial analysis helps practice owners make informed financial decisions to improve profitability, efficiency, and long term sustainability. In our analysis we review your revenue cycles, expense management, profitability, and accounts payable process. We will recommend realistic budgets and financial forecasting. By conducting a practice analysis, it will help you make data-driven decisions, optimize your resources, and plan for long term growth.

Financial Recovery Solutions

Are your patient financial accounts out of control?
Does your team not have time to call your patients or the insurance companies?
Do you have insurance claims that just need to be resubmitted?

You get busy treating your patients and taking care of tasks that are needed immediately. Accounts Receivables tend to fall by the wayside and It’s deemed as a less priority than what is needed now. Money continues to flow in so it goes unnoticed until that one day you run a report and see how much outstanding money is over 120 days old. Let us assess your accounts receivables and offer a solution that will fit your needs.

Business/Leadership coaching enhances leaders’ skills, abilities, and mindset to motivate teams, drive innovation, and achieve organizational goals. It prepares individuals to lead effectively for both short and long-term success. While business development drives external growth, leadership development strengthens internal capabilities to navigate change and sustain progress.

He’s responsible for those decisions
It’s not my job
No one listens to what I have to say
You can tell me but there’s nothing I can do about it, I’m not in charge.
Who can I go to to resolve this problem?

Who is leading your office?

Lack of leadership is a common occurrence in most have a Administrator, Office Manager, Clinical/Surgical Manager, and an Executive Manager (usually a doctor). But those are just titles. Are you ACTUALLY LEADING your office? Is anyone making decisions or implementing strategic plans and following through to its completion? Do you even HAVE a strategic plan to implement or do you just fly by the “seat of your pants” in hopes everything will somehow resolve itself? Call us to discuss how we can help you improve your Leadership Skills.

Are you still using paper and filing charts?

Have you though about transitioning to Electronic Medial Records but just aren’t sure where to start?

We have transitioned hundreds of practices and trained thousands of doctors and team members. We can streamline the process for you and help you with where to begin.

There are 5 stages of Electronic Medial Records (EMR).

Are you still using paper and filing charts?

Not sure what you need or where to begin? Let us help you with the process. We have transitioned hundreds of practices and can streamline the process for you.

We come to your office and observe your daily routine while you are treating patients. Go ahead and schedule your day as normal – no reason to shut down and lose production. We want to see the office in action! We assess your workflow, your equipment, and listen to the fears, frustrations, and requests of the doctors and team.

After your assessment, we provide you with a plan of action to move towards EMR.

EMR Virtual Coaching

EMR Coaching assists your EMR implementation team to get prepared PRIOR to your transition. There is a great deal of work you need to do BEFORE you stop using paper charts and begin using EMR. During our coaching sessions we review step by step each process and TEST the functionality prior to going live. We instruct the EMR team on the items that need to be customized within your software program for your practice.

By using our EMR Coaching, it will simplify, streamline, and stop much of the confusion and chaos that offices typically experience by making the transition on your own.

EMR Transition

Transitioning to EMR is filled with questions and unknown variables. With our experience, we eliminate many of those questions and the unknown variables that may come into play if you were to make the transition on your own.

Depending on the size of your practice and the number of doctors and locations, we typically spend 3-5 days onsite to assure the doctors and all team members are confident with their skills. We implement an audit program to assure your charts are thorough and complete.

We understand the importance of treating patients, being available for your referrals, and maintaining your production. During this training period, we will only ask for you to be without patients for a minimal time period– typically 1 day or less without patients. This allows for the optimal training for all team members.

EMR Advanced: Efficiency and Profitability

So you’ve made the transition to EMR but it’s just not efficient. You’re spending more time on your charts, you have more paper now than when you were using paper charts, you’re running behind schedule, your production has decreased, and everyone is frustrated!

Let us help you evaluate your current process and streamline your workflow. We will evaluate where the problems are and implement solutions in order to increase your patient workflow and patient experience, and decrease your frustrations.
Your number 1 priority is with treating your patients. STOP wasting time being frustrated with your EMR! It just takes a simple phone call to take back your practice!

Creating and developing of workflows from admin to clinical that will maximize the productivity and improve efficiency, process optimization while utilizing your current resources (software, team, etc.)

Hiring and training of your extended team to support your visions and goals.

Comprehensive software training to help teams confidently use the tools that keep the practice running smoothly. Whether it’s practice management systems, digital imaging software, or patient communication platforms, we provide hands-on guidance tailored to your team’s needs.

Do you want to improve your office?
Does your entire team know the goals of your practice?
Is there a divide between employees—-Admin vs Clinical? (front vs back)
Has your practice grown so large that you know very little about your fellow Doctors & co-workers?
When is the last time you had a strategy session with a plan of action you could actually implement?

Retreats are often dreaded by employees and especially doctors. In many cases they are seen as a waste of time and money, and a HUGE loss of production. However, what most don’t realize is how the information received from the employees can benefit the organization and INCREASE PROFITS in many situations. We offer a variety of customized retreats for your practice:

Executive Team, Management, Strategic Planning, or a Full Team Retreat.

We can schedule your retreat at a local venue or a destination resort. Let us help you design a program that FITS the needs of YOUR practice.

E-Coding and Billing Support is one of our most popular programs. This retainer-type program is a great option for any practice that would like monthly email/phone support and coaching for general OMS billing and coding and claims-related issues.

Email coaching and phone support from our billing and coding experts. Submission of six (6) questions per month* from your practice, pertaining to:

Understanding insurance explanation of benefits (EOB).
Review of insurance benefits and preparation of patient financial estimates.
Billing dental and medical insurance companies.
Proper usage of claim modifiers.
Billing Medicare.
Proper coordination of benefits.
Claim denials.
General assistance with insurance issues and questions.

Customized marketing strategies that attract new patients and strengthen your brand. From local SEO and social media planning to referral programs and in-office promotions, we will recommend programs that align with your goals and budget.

Services

Making your practice life more efficient, enjoyable and profitable!