How We Help:

  • Workflow Assessment

    To roll out a new practice management or analytics system across multiple locations, we offer an onsite assessment to observe current state software processes, identify gaps and opportunities to increase efficiency using technology plus meet with leadership to identify measurable outcomes and goals.

  • Project Management

    We establish relationships and lead the project management and implementation tasks coordinating with the dental software vendor, the internal DSO team and the IT company. With intention and planning, we run a pilot and capture learning that informs future go lives and improves our SOPs and once the full team feels confident then we rapidly roll out to all locations.

  • Change Management

    We create change management communications such as flyers, slide decks and emails tailored to the office managers, doctors, regional managers and executive leadership teams to understand why this change is happening and support individuals through the transition.

  • Success Metrics

    We answer the question “How will we know this is a success?” by creating KPIs and success metrics that serve as measurable outcomes for successful adoption. We understand that go live is not success, actually achieving the DSO’s goals in a measurable way is the ultimate success.

  • Software Set Up Guidance

    We guide the decision making for software set up at a global and per location level and identify resources for the efficient transfer and auditing of data at conversion.

  • SOP Creation

    Combining the DSO preferred workflow and model with best practices from the dental software, we guide the creation of SOPs (standard operating procedures) custom to the organization to provide for documented resourcing for each office’s utilization and new hire training.

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Project Ideas:

  • Drive Revenue Cycle Efficiency

    Increase process effectiveness within your existing RCM process to improve patient & insurance collections. We assess and provide prescriptive recommendations including providing alternate tech options if you prefer. Once approved, I lead the project, document SOPs & roll out to the RCM team & offices.

  • Achieve Finance & Accounting Visibility

    Establish data you can trust. We pull your data into one dashboard for business management & forecasting. Optimize leads the project, coordinates vendors and incorporates your KPI’s to your satisfaction, then run the pilot & rollout with effective change management communication.

  • Improve Patient Experience

    Amidst a myriad of solutions and offerings, we collaborate to pinpoint prime opportunity areas and align them with your practice objectives, enhancing automation and overall efficiency. From seamless online booking and patient communications to streamlined digital forms and secure online payments, we optimize processes for maximum efficiency.

  • Elevate Your Tech Investment

    Make sure your tech strategy pays off by investing in professional management. Together we identify measurable outcomes to determine what success looks like for your selected technology. You receive documented SOPs, confirmation through pilot and then full adoption across all locations.

  • Incorporate Best Practices from DSOs

    Use this opportunity to update your processes and receive recommendations from my experience with national DSO’s. More than just project management, learn how other groups approach similar situations and then choose your preferred solution.

  • Resources When & Where You Need Them

    Sometimes tensions run high with doctors experiencing change and you need white glove customer service to problem solve and smooth ruffled feathers. I am happy to travel onsite to provide additional support and take good care of your team.

  • Dental Software Expertise

    Assess your Ascend and all the ecosystem products (ePrescribe, Voice, Pay, Jarvis) and provide guidance across finance, operations, marketing and RCM. I lead implementation, SOP creation, KPI monitoring & change mgt for your selected initiatives.