Practice Enhanced Office Managers Academy
The most concise, comprehensive program for organizing and systemizing the operations of your practice while driving measurable growth.
Achieve your ultimate goal of a productive, organized, and efficient practice and a confident, professional team that's primed for growth.
A new office manager with more questions than answers?
Struggling to organize all the moving parts of the day-to-day operations of your practice?
Operating amid the chaos of patient management, clinical care, and insurance headaches?
Striving for excellence but feeling overworked and overwhelmed instead?
Chasing an ever-rising A/R while fighting to get insurance claims paid?
Organizing the operational systems in your practice helps you to discover new strategies to keep your day flowing smoothly. Here's why it pays to learn from someone who's gone before you - we know exactly where most managers get lost inside the constant chaos of running a dental practice. In this module, we're going to crush the chaos and give you strategic tools to help organize resources and set your team up for success.
You're going to get on the fast-track to getting a handle on the over-all scope of managing a practice.
We'll start by gathering important documents and policies so that you have TOTAL clarity about what you patients should expect from your team - AND about what your practice expects from your patients.
Module Highlights:
Create a Practice Playbook: Document the "rules" and store all of the details in one organized, easily accessible location (digitally or in print).
Discover available resources for support and process improvement including training, communications, and reporting.
"Garbage in, Garbage out." Learn the single most important thing you can do to keep your accounts current. (Hint: it's not a collections agency)
Once your operational resources are organized and you've got a handle on the systems required to run a practice efficiently, it's time to take it to the next level: the patient experience.
In this module, we'll identify the overall philosophy of patient care in your practice and incorporate it into the flow of the patient through the practice. A productive team moves their patients thoughtfully, intentionally, and efficiently through the life cycle of each visit.
From that very first phone call to treatment plan presentations to recall reminders and reactivation campaigns, your team will understand the steps to take at every turn because you've drafted and given them a roadmap.
Module Highlights:
Craft a quick and painless (and effective) Morning Huddle. Quickly analyze your month-to-date status, identify opportunities for care, laser-focus on production goals, and plan to engage your patients in a way that leaves them feeling comfortable and confident.
Optimize internal communication among your team members. Learn ways to seamlessly communicate without having to "talk tooth numbers" in front of the patient.
Identify optimal intervals for patient communication. We'll teach you the industry's best practices for appointment confirmations, recall reminders, treatment plan follow-ups, reactivation campaigns, newsletters, and MORE!
When you understand what Key Performance Indicators are and how they reflect success (or opportunity for improvement), you'll begin to see how trends affect your team, your work, and your practice goals.
The next step in understanding KPI is learning how to interpret them in order to create and implement strategies to strengthen weak areas of practice performance.
Leveraging KPI to affect practice growth is both an art form AND a science. This course serves as a vital first step in mastering the ability to provide invaluable insight to your leadership team. Most importantly, developing this rare talent gives you the opportunity to increase your professional value and find opportunities to make a difference in your practice and beyond.
Module Highlights:
Discover the three overarching categories of KPI: Growth & Retention, Productivity, and Revenue & Efficiency.
Learn how to interpret the individual metrics within each category and how they overlap and influence each other.
Identify incremental changes and actions to take in the operation of your practice that will impact KPI on a daily, weekly, and monthly basis.
You'll be given access to one module or set of lessons at a time so that you have ample opportunity to dive in and execute that portion of the project plan BEFORE moving onto the next.
We do this to protect your time, attention, and focus while sparing you from the intense overwhelm that stops most office managers from realizing their full, organized and efficient potential!
Practice Enhanced Academy is the most comprehensive, step-by-step operational optimization program for office managers who are excited about and COMMITTED to getting a grasp on their practice and implementing systems to drive measurable growth.
Our community is highly curated and filled with helpful, motivated, and super-supportive members who have been in your shoes. When you join, you will be part of this amazing group.
What our most successful students asked before joining Practice Enhanced Academy
Abso-freaking-lutely. If you're here, you already know that you need a solution - that's half the battle! We're going to be with you every step of the way as you plug the bits and pieces of your existing administrative processes into a simple framework for success.
No, this Academy is specifically designed to help you get the most of the program using the tools you already have - just plugged into the framework of our resources. We may make some recommendations along the way, but you can definitely be successful without adding anything new.
It's very important to see the big picture of how the practice is performing (production) and how efficiently it functions (collections), but there's an important story that's told about within each of those sets of numbers. If production is low this month, you'll often be able to isolate the cause (providers out sick, holidays, etc), but what if production numbers are trending downward over time? We'll show you how to "double-click" into the categorical numbers to find sources of issues and ways to fix them - before they become a BIG problem!
Welcome to the dark side! No matter where you are in the life cycle of your dental career, what's inside Practice Enhanced Academy will help you grow. If you're new, you'll get the chance to start off with a bang and prime yourself for an amazing career. If you're a veteran in the industry looking for ways to advance your career, even just the organizational skills you'll learn here can help you increase your value to the practice. Adding in the in-depth experience with KPI that we share will give you a much greater capacity for professional development. (Trust us on this one...)
You can use any system out there. We'll use a few of the most popular systems to illustrate examples, but as long as your system is capable of generating reports, we'll be able to show you how to interpret the data.
You'll be given access to one module at a time so that you have ample time to dive into the lessons and execute that portion of the project plan BEFORE moving onto the next. You'll also be given access to two Bonuses immediately at the start of the program (the members-only Community for Practice Enhanced Academy and the Digital Practice Playbook Organizer), followed by the Practice Enhanced KPI Tracker in week 3. And remember! You have lifetime access to this program! All of the Practice Enhanced Academy content is downloadable, meaning you can save the lessons onto your computer so you will always have access to it. Whenever, wherever.
Yep! I'll be meeting with you virtually on a monthly basis, but am available to you via email, text or phone anytime! You'll also have the ability to post questions on the group page for the community (including me) to provide input or insight on.
New to dentistry or management and want to make sure you've got all your bases covered as you get started
Text length of individual points can be shorter or longer depending on your needs
In a practice struggling to meet your goals and want to fix the issues once and for all
Looking for a way to increase your professional value in the industry
Already investing practice resources in software, dashboards, or other technology that you have a hard time getting the most use out of
Exhausted and stressed out by the continual chaos of the front desk
Aware of the importance of KPI but don't know where to begin to interpret them for practice growth
Ready to connect with others in the dental industry that share your struggles, successes, and ambitions
My mission is to help you grow. I want you to be confident, organized, insightful, and balanced as you increase your professional value and orient yourself for growth.
I've been where you are. I started my career as a dental assistant (at age 16!), then practiced as a hygienist before retiring my scalers to focus on the management and business development aspect of the dental industry. Even with years of experience, I still struggled to understand and organize the chaos that is running a dental practice. I had no idea how to make my practice grow.
I've had amazing mentors in so many areas of our industry: fantastic clinicians that challenged me to provide excellent patient care, business management gurus that showed me how to get my, ah, stuff? together so that the entire team runs smoothly, analytics nerds (like me) that taught me the importance of practice metrics (and I hate math), software specialists and supply chain leaders who trained me to leverage the strengths of technology, and marketing moguls who introduced me to the world of communication and media.
I'm here to share it all with you.
I truly believe that there's never been a better (or more important) time to double down on your management skills. No matter how many years of experience you have or what type of office you work in, there can be no consistent growth without systems.
I don't want you to look back in six months from under the mountain of sticky notes and desperation and and wish you'd signed up. Let's implement this customized growth strategy together.
Systems Create Efficiency
Create Your Practice Playbook: Digital vs "The Binder"
Sharing is Caring, but share securely.
Efficiency Drives Productivity
New Patient Intake
Insurance Verification & Data Administration
Appointment Confirmations
Craft a Quick and Painless Morning Huddle
Patient Check-In
Seating Your Patient
Clinical Processes
Treatment Planning and Presentations
Internal Team Communications
Patient Checkout and Collecting Payment
Re-Appointing Your Patient
Insurance Claims Administration
Billing & Statements
Recall & Reactivation
Internal Marketing
External Marketing Partners
Productivity Results in Growth
2. Practice Growth & Retention Metrics
Growth. It's Great.
Attrition: Not the Teeth Kind.
Growth Rate vs Attrition Rate. It's ON!
3. Productivity & Performance Metrics
Production
Production Per Visit (PPV)
Annual Patient Value
Treatment Acceptance %
4. Revenue Cycle Management
Collections
Collections Ratio
A/R Ratio
A/R Days
Accounts Receivable (Patient vs Insurance)
5. How Do I Track KPI?
KPI: Benchmarks and Case Studies
Let's do a practice health and growth analysis!
Live Workshop: Eval Practice Snapshot!
Get lifetime access to everything and take your skills to the next level. Includes future modules and extra bonus content!