Our Services

FLEXIBLE, SCALABLE & AFFORDABLE

Browse through our list of services below to discover which is best for your dental practice.

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    PRACTICE MANAGEMENT CONSULTANT

    Do you have periodic meetings with your financial advisors?

    Do you feel confident in knowing how your practice is performing financially?

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    STRATEGIC PLANNING

    Do you know what you want your practice to look like in 5 years?

    Do you have a written plan to achieve your strategic practice goals?

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    COMPREHENSIVE BEST PRACTICES SURVEY

    Do you know how your practice’s productivity, income, and overhead expenses compare to other similar practices?

    Do you know if your practice is properly staffed and if team members are correctly compensated?

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    HEALTHY PRACTICE PROGRAM ™

    Are you satisfied with the overall performance of your team members?

    Do you have team meetings at least monthly?

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    HEALTHY HIRE SOLUTION ™

    Does your staff work well together as a team?

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    HUMAN RESOURCES CONSULTING

    Do you have an updated Personnel Policies Manual?

    Do you maintain up-to-date personnel files including I-9 forms?

    Do you ever have employee job performance concerns?

    How are these concerns addressed and documented?

    Have you ever been dissatisfied with a newly hired employee?

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    CORPORATE DOCUMENTS MANAGEMENT

    Do you know where your important corporate documents are (i.e., corporate by-laws, operating agreements, shareholders’ agreement, etc.)

    Do you conduct your required annual shareholders’ and board of directors meetings and draft corresponding minutes for the corporate records?

    Do you have up-to-date employment agreements for your providers?

    Is there an updated office lease agreement in place?

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    MANAGED CARE CONSULTING

    When was the last time you did a practice fee analysis?

    When was the last time you did a managed care reimbursement analysis?

    How often do you renegotiate your managed care agreements?

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    CODING ANALYSIS & CONSULTING

    When was the last time a chart audit was completed for your providers?

    Do you know how your individual coding system and individual practice patterns compare to national norms?

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    PROACTIVE ACCOUNTING & BOOKKEEPING

    Do you receive accurate monthly financial statements for your practice?

    Does your accountant reconcile your bank statement monthly and make account balance changes?

    Does your accountant compare your bank deposits to your PM system’s posted receipts?

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    AUTOMATED DASHBOARD REPORTING

    Would you like to measure key practice performance criteria?

    Do you know how your practice compares to other practices in key areas of performance?

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    ACCOUNTS RECEIVABLE / OFFICE CONSULTING

    Do you have practice cash flow concerns?

    Is there an updated patient financial policy in place?

    Do you ever worry about embezzlement?

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    ACCOUNTS PAYABLE

    Are your vendor and supplier invoices being paid on time?

    Are you receiving late payment notices and/or late payment fees?

    Do you review and sign all checks?

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    PAYROLL SERVICES

    Are you frustrated with your current payroll system/services?

    Do you feel like you are paying too much for payroll services?

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    TAX PLANNING & PREPARATION

    Are you concerned that you are not taking advantage of all tax deductions available?

    Does your accountant prepare tax projections throughout the year?

    Have you paid tax penalties in the last 2 years?

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    PERSONAL FINANCIAL PLANNING

    Do you have a personal financial plan?

    If so, do you periodically review and update your financial plan?

    Do you have a Will?

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    EMPLOYEE BENEFIT SERVICES

    Do you have a company sponsored Retirement Plan?

    Are your employee benefit costs becoming too costly?

    Would you like to learn about cost containment options that may work for your practice?

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    NEW PRACTICE START-UP ASSISTANCE

    We provide a variety of new practice start-up services. The client may engage our professionals for the complete start-up package or select the services that best meet their specific needs.

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