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.

Want a Free Change Management Template?

Planning a tech project? Explore bringing in professional management If:

  • You don't want to hire an FTE

    If you don’t have budget to add headcount or you just need help for a specific project, I can step in to lead the implementation and you can expense this so that your EBITDA is not impacted.

  • You don't have time to train

    If you need to roll out software across your offices, but you don’t want to pull someone else away from their regular duties (who would need instructions and guidance), I can jump right in to run the project and partner with you to leverage your time.

  • You want a positive experience

    If you’ve handled upset doctors and frustrated teams with past projects, you know that a poorly managed project doesn’t just waste time but also causes negative feelings that can result in doctor turnover. I can lead the change management communication and organize the project to provide clear direction and updates to all stakeholders.

  • You need a full scope of work

    If you need to start with gathering requirements from stakeholders, distilling commonalities and then confirming the technology meets your needs prior to purchase, I can lead this effort. Once the technology is selected, I provide documented SOPs, full implementation, training and post rollout support. I have the dental knowledge & technology experience to handle all of this.

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.