Case Study 1.  Dr. A wanted to sell his practice and work back as an associate for 5 years. 
When we conducted a Professional Planning  Assessment of his practice we discovered that his production volume was not sufficient to support a new owner/buyer and himself.  The practice was simply too small to support two dentists.  There would be insufficient cash flow to allow the buyer to make his loan payments on the purchase and to make a living. 

Our solution involved a great deal of creative and innovative thinking.  Instead of selling his practice, we created a plan to have our client purchase another dental practice and merge it into his existing facility.  Dr. A had five treatment rooms and was using only two of them and one for his hygienist.  After the merger, he and his associate were using all five rooms five days a week. 

For more information about our services and programs, or get started call 1-800-954-8002, send email or complete our online information request form.

Case Study 2.  Dr. B had been practicing dentistry for several years and felt his practice was stagnant.
We conducted a Professional Planning Assessment and found he had been very successful in providing complete dentistry for most of his patients.  When these patients returned to the office for their check ups and cleanings, they had no need for additional dentistry.  His practice was becoming a hygiene practice.

Our solution was to implement a pro-active program of internal marketing.  An attitude of appreciation was introduced and presented to his patients.  The doctor and his staff learned how to ask their patients for referrals in a way that felt natural to them.  Generous acknowledgements were made to those patients referring new patients.  Many patients remarked that they did not know that Dr. B was accepting new patients.  They all thought he was so busy that he didn’t want to see new patients. 

As a result of our coaching and systems development plan for marketing, Dr. B’s new patient flow increased by 200% within six months.  The practice began to grow again and to attract many more new patients.

For more information about our services and programs, or get started call 1-800-954-8002, send email or complete our online information request form.

Case Study 3.  Dr. C had two satellite offices and commuted between them for 17 years.
As his children were growing he realized he wanted to spend more time with them and this was impossible while having two offices in different communities than the one in which he and his family lived.  He was spending as much as 2 hours a day commuting between home and his offices.

Our solution was in helping Dr. C purchase a dental practice in the community where he lived.  We helped him plan the transition after he sold the first of his two practices and the organized process of moving his existing patients from the second practice into the newly purchased practice.  The transition took place over a holiday break and all the details of the merger and move were planned in a detailed step by step process that included some remodeling, staffing changes, software training and equipment installation.

For more information about our services and programs, or get started call 1-800-954-8002, send email or complete our online information request form.

Case Study 4.  Dr. D had had two negative experiences with associates and felt he needed assistance with preparing for a third try.  When we conducted a Professional Planning Assessment of his practice we discovered that his production and patient load were more than sufficient to support two doctors. His practice was so busy that it seemed chaotic. Emergencies overwhelmed the practice almost every Monday, and limited the opportunities for truly productive dental services. The addition of the two previous associates had only increased the chaos.

Our solution was a two stage development plan. First we designed and implemented high quality business systems for both clinical and administrative areas that allowed for streamlined procedures and efficient operations which eliminated the chaos. We recommended scheduling systems that reduced the effects of Monday emergencies. In addition, we recommended and the client followed through with the purchase and installation of a new clinical computing network which included digital radiography, photography, and record-keeping. This further increased production by and efficiency by promoting better client communication.

Then we added the associate and achieved the results we had set out to accomplish. When the practice was ready, we recruited and assisted with the hiring of a qualified associate. The practice then produced 150% of it’s previous production, with added profits, reduced overhead, and additional time off for the owner.

For more information about our services and programs, or get started call 1-800-954-8002, send email or complete our online information request form.

Case Study 5.  Dr. E had an insurance-dependent practice with over 50% of his revenues from poor-quality HMO and low fee PPO plans.  He is a highly skilled dentist who felt his skills were not being utilized and his talents were going uncompensated. He was working too hard for too little money.

Our solution was to formulate a new personal and professional mission for the doctor, and to translate those values and visions into a workable business plan. We then assisted the doctor and his staff to implement new clinical and administrative systems that were consistent with his newly formulated vision.

The result took two years to fully accomplish. We systematically eliminated the poorly performing insurance plans while teaching the staff business systems that support a high quality fee-for-service dental practice. We helped the doctor overcome his fear of losing patients and to gain patient acceptance of more comprehensive treatment plans.

For more information about our services and programs, or get started call 1-800-954-8002, send email or complete our online information request form.

Case Study 6.  Dr. F purchased two dental practices over a five year period.  After the addition of the second practice, she had a tiger by the tail and things were spinning out of control. She was unable to regularly attend her childrens’ school and after-school sports and recreational activities and felt like she was not being a good mother. 

Our solution was to go back to our basic business systems development program and to custom design and implement quality business procedures. We trained the staff in all aspects of small business administration, and dental patient customer service. We addressed scheduling issues very carefully.

The result is smoother operations with on-time completion nearly every day, allowing her to spend time with her family. She is now able to complete her work at the office, and takes less of it home each day.

For more information about our services and programs, or get started call 1-800-954-8002, send email or complete our online information request form.

Case Study 7.  Dr. G is an oral surgeon who had major problems with staff cooperation.  He had staff members who had their own agendas, and were more interested in doing things the way they “had always done them” than in personal and professional growth. The practice was stagnant, and the doctor spent an inordinate amount of time dealing with petty personal issues between staff members. Accounts receivables were completely out of control, and nobody on staff felt it was their responsibility.

Our solution was to first give the staff new job descriptions and task assignments, along with a clearly stated Employee Policy Manual and Handbook. We then gave the staff time to learn and to implement their new jobs, including specific assignments for accounts receivable and insurance billing controls. There was a great deal of resistance to these changes, so after an ample period for adjustment, we decided to terminate and replace certain staff members. Our role included supporting the doctor and helping him to overcome his fear of firing people and searching for new and better staff.

The result is the best staff the doctor has ever had in his 20+ year career as a surgeon. He now enjoys much smoother operations with a refreshing absence of petty personal issues between staff members. He is now able to focus his energy on clinical care, with the result being a 50% increase in production. In addition, accounts receivable are always three weeks or less of production with almost no accounts over 90 days.

For more information about our services and programs, or get started call 1-800-954-8002, send email or complete our online information request form.

Case Study 8.  Dr. H purchased a practice from a older doctor who was a western movie fan. Walking into the office was like walking into the Long Branch form the old Western TV series “Gunsmoke.”   The overall feeling was cheesy and unprofessional, and did not support the new owner’s vision of high quality comprehensive and cosmetic dental care.

Our solution was to recruit the assistance of a professional interior designer who created a fabulous interior design that reflected the coastal location of the practice and supported the theme of quality. In addition, we retrained the staff to project the professional image, and to use appropriate verbal skills to support the treatment outcomes the doctor develops and recommends.

For more information about our services and programs, or get started call 1-800-954-8002, send email or complete our online information request form.