Afleveringen
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Kiera is joined by Dr. Robert DiPilla to talk about his world of dentistry, including the transition from cosmetic to holistic services, how he educated his patients, lessons learned during his multi-practice ownership, and more.
About Dr. DiPilla: Dr. Robert DiPilla studied dentistry at the University of Detroit-Mercy, and then went on to attain a Fellowship for Dental Implants at the Harvard Club. He was quickly recruited to Manhattan, where he honed his dentistry techniques, and had the opportunity to work on many high-profile clients. Dr. DiPilla became a partner at the renowned Rosenthal Dental Group on Madison Avenue, and earned the title “the dentist’s dentist” by his peers in the industry. Dr. DiPilla has had the privilege of perfecting the smiles of celebrity clientele such as Kathie Lee Gifford, Wayne Gretzky, Steve Duchesne, and Sarah Ferguson among others.
While Dr. DiPilla maintains a Manhattan office, he now focuses on the location where his career began in the Detroit Metropolitan area. He contributes regularly to nationally circulated trade publications, and continues to be recognized as a leader and expert resource in aesthetic dentistry.
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Transcript
Kiera Dent (00:00.768)
Hello, Dental A Team listeners. This is Kiera And today I am so jazzed to have an incredible guest. We have been following this man. We've been wanting him on our podcast. He is incredible. And I feel like what he's doing is changing the way dentists are doing dentistry. I think he's kind of in this new age, new era, adapting with the times. And so was so excited to bring him on and have his knowledge. So welcome to the show, Dr. Robert DiPilla. How are you today?
Dr Robert DiPilla (00:25.484)
I'm doing well. Thank you very much. I'm excited to be on your show. There are so many great things about you and your show. I I once again, I went back to some of your podcasts and you some great, great guests on.
Kiera Dent (00:37.376)
Well, thank you. am quite shocked. Dental A Team is about to release their thousandth episode. And I was thinking, I cannot believe I've been on this microphone a thousand times. So I'm super honored that you are a part of that journey. And really everyone who listens to the podcast knows our ultimate goal at Dental A Team is to positively impact the world of dentistry in the greatest way possible. so bringing guests on like yourself, people who are passionate about dentistry, making sure that we keep the passion alive in dentistry, making sure that people realize
I believe we're in the best industry we possibly could ever be in. And so I'm super excited because I feel like you're taking a new edge spin to some things in dentistry. So before we get into some of these fun topics, Dr. DiPilla, why don't you take us through kind of your journey? I know you have a pretty interesting route of how you were able to go from where you were and where you started in dentistry to where you are today. So if you kind of want to take us on your journey, that way the audience gets to know you as well.
Dr Robert DiPilla (01:31.854)
That journey starts 36 years ago. I graduated at the University of Detroit, Mercy in 1989, and I did a residency at Harvard at the Harvard Club for doing implants. And from that, I really was interested in the cosmetic realm. So you got to think about in the early 90s. And it was kind of like touched upon. And I was very fortunate.
to take a course with Bill Dickerson and Larry Rosenthal. And this is the first time they were together in doing these particular courses. And my first patient for my aesthetic course was my sister, believe it or not. when I mentioned this, it was an amazing journey. She was very appreciative. It was a great case. And from that, one interesting point.
Kiera Dent (02:16.68)
Wow, that's brave, an aesthetic course.
Dr Robert DiPilla (02:30.828)
when I was in the lecture and they were talking about different materials, different processes, the way to do things. I know once again, I just graduated, I did like a little surgical residency and I thought to myself, mean, the auditorium was packed, there's probably like a hundred students. And I'm like looking around and I'm thinking myself, am I the only dumb one here that doesn't know this?
I said, this is insane. And they're going over these seven different steps to do bonding and veneers. I'm like, my gosh, did I learn this in school? you
Kiera Dent (03:05.28)
Did I skip that day? I promise I didn't miss too many, right? That's what you're probably thinking, like I was there.
Dr Robert DiPilla (03:10.237)
I would promise I was there. But I promised myself since then, it was like a real, not say a low point in my life, but it was a low point in the sense of how come I didn't know this? And I kind of pride myself in understanding things and certain process and procedures. And I said, from that day, this will never happen again. So that journey led into teaching with Bill Dickerson before it was LVI and also
aesthetic advantage with Larry Rosenthal. And as you know, there were two separate groups and I had to make a decision on what camp was I going to go into. Was I going to do the LVI camp in Vegas? And mind you, I'm in Michigan. Or do I go to New York route? And my decision was New York was closer. So I went with Larry Rosenthal. So I was an instructor with him for about three or four years. And then I was invited to be a doctor in his office.
And I was there for a good 10 years. that journey right there was probably the highest point of my life in that particular aesthetic office. There was a lot of great contacts, a lot of great people that we met. And I always say everything is a blessing for me. I don't hold anything back as far as this was a disappointment. This didn't happen for me because I think everything is a growing experience.
So for me, being in Larry's office was really, truly, truly, like I said, a blessing. It was a great thing for my career. And then I knew that when I started having a family and kids, New York for me personally wasn't the place for me. Coming from the Midwest, Midwest values, I wanted to have the family where I grew up because my mom is still here and my extended family is here as well. So once again, from that, I left New York.
Kiera Dent (04:51.21)
You
Dr Robert DiPilla (05:01.806)
And then, but I kept a practice in New York as well, because I had a lot of patients to see. And I started my own practice in Birmingham, Michigan. And that was in 2000, probably 2003, 2004. And then from that, you know, we grew to five different practices. So it's been a really challenging once again, but it's been a great journey for us.
Kiera Dent (05:15.338)
Wow.
Kiera Dent (05:25.706)
That's incredible. And so I'm curious because when I first started as a dental assistant, one of the doctors that I worked for had a practice in California and Utah. And so every Thursday or Wednesday, I think it was, we would close out in California and he'd catch a flight and he'd go to his practice in Utah. He'd be there Thursday, Friday, fly home, and we do Monday, Tuesday, Wednesday. So did you fly back and forth between your two practices?
Dr Robert DiPilla (05:45.93)
I did the same thing. When I moved back to Michigan, I would work in Michigan Monday, Tuesday, Wednesday, would fly out to New York and work Thursday and Friday. And then plus New York's a great city and I stayed for the weekend and I flew back the first flight out 6 a.m. on Monday morning to make it to my practice at 9 a.m. So I did that for seven years. So back and forth. then once again,
Kiera Dent (05:56.106)
Yeah.
Kiera Dent (06:02.806)
sure.
you
Dr Robert DiPilla (06:12.462)
It was great. To me, people, how did you do that? Why did you do that? It was just my routine and it worked out really, really well. And then there was some point where I kind of have to slow down and kind of give that up a little bit because I wanted to build more practices in Michigan.
Kiera Dent (06:27.414)
Sure. No, that makes sense. And I was just curious because when that Dennis would do it, I thought like it was so wild, but it made sense of how he was able to have the two practices. So it's either you fly back and forth for a while or you get associates. Did you end up keeping that practice in New York or did you have an associate running it or did you end up selling it and then focus in Michigan?
Dr Robert DiPilla (06:45.186)
Yeah, no, I actually, believe it or not, a lot of my New York patients actually will fly to Michigan to have their work done. And then the rest is I gave it to a really good friend of mine, Dr. Michael Krause, that's in the city on 49th and Madison. So, you know, basically a lot of my patients just kind of ended up with him.
Kiera Dent (06:52.564)
Incredible.
Kiera Dent (07:06.728)
Amazing. And that's great to know. And I hope dentists heard that of when you are really great at your craft, they will fly, they will come to see you. And I think that that's something that's different in today's world. I think that it's very common for patients to fly other places rather than just going to their dentist down the street. I think people fly for different surgeries to different places. Now I think for your day in day out routine dental care, you'll probably stay closer to home. But also we only go six, like two times a year. So it's really not that much to travel if you want to.
Dr Robert DiPilla (07:25.919)
percent. Yeah.
Yeah.
Dr Robert DiPilla (07:34.798)
Yeah, there's a lot, know, as you know, there's a lot of patients that will seek out plastic surgeons and they will go to a certain destination if it's New York, LA or Miami. And that's the same thing with dentistry. I mean, I've been very fortunate. I've had a of patients from Miami that will fly up and for me to do their work, their veneers, New York, of course, all the way even from LA. So it's been it's been a wonderful thing. I'm very humbled, you know, to do that. I don't take that take that lightly.
Kiera Dent (07:40.214)
Mm-hmm.
Kiera Dent (08:02.812)
No, and I think that there's when you love what you do and you're really great at what you do, people fly. I mean, I am a dental snob. think being in dentistry, it makes me one of the worst patients. And so I'm always nervous. And so I do travel to dentists out of the state. And I think it's something of the world has changed. And so I love your journey. I love the passion you have. I love that you've built multiple practices. I think you bring an interesting perspective. And so I'm super curious because you've kind of gone into a holistic route as well. So
I'm curious, how do you go from dental implants, veneers, which feels very cosmetic, into holistic? Like what's kind of the bridge? How have you done that? Because I think people feel like I'm either traditional dentistry or I'm holistic dentistry. And I feel like you're bridging this gap. And I think the world is bridging this gap as well. I don't think it's as polarized as it used to be, but what's kind of your take on that and how did you transition? What got you excited about that? Give some insights.
Dr Robert DiPilla (08:53.684)
I mean, you
You know, for you as you know, being a hygienist, know, to me, for our patients, we want to make sure that they have a healthy foundation. a healthy foundation is the bone and also the gingival tissue. And, you know, it doesn't matter how great of a cosmetic dentist you are, how great of an implantologist you are, the tissue has to be stable. It has to be making sure that, you know, the oral microbiome is sufficient.
Kiera Dent (09:05.299)
Mm-hmm.
Dr Robert DiPilla (09:25.774)
You got to make sure that the biofilm is eliminated. And one of the biggest things that, I mentor 22 doctors here in Michigan, from guys who've just, guys or gals who've just been out a year and guys like myself that been out for 36 years. One of the things that I try to impress upon them is that don't be a mechanic of the mouth. And my feelings,
is that dental schools right now, and once again, different than my era, is just really, they're really teaching you how to pass the board exams. And then the real age of dentistry is what you get after as far as continued education. And I think it's really important, as you know, even being a hygienist, is that you have a patient that comes back, yet you did scaling and root planning.
Kiera Dent (10:01.694)
Right.
Dr Robert DiPilla (10:17.15)
and you see him back in three months and they're saying, yeah, I brush every day, I floss every day, I have the water pick that you recommended, I'm doing the oral care, I'm doing this. And they come back and it's like, my God, are you really flossing? Are you really brushing your teeth? No, no, I am. But why is that? Why are we doing maybe supervised neglect or super profis? The question comes in is that we have to understand why, my biggest thing is the why, why is that happening?
You know, we incorporated now we're doing genetic testing, we're doing saliva testing for our patients because as we know, a lot of, you know, reintroduction of refractory periodontitis that happens. So even the same thing with my hygienist, you know, we're very strong in continuing education. We're very strong in not just scaling and root planing teeth, just for the matter of fact of doing it. And one of the things that, you know, my hygienist, they all know,
is that if you're doing Scanlan Root Planning, what type of attachment do you want back? So I think you have to have a strong foundation in histology. You have to know the periodontium very, very well. And a lot of times in school, yeah, yeah, that was that class. I had it, but this is what I want to do. So I think for us in dentistry, you have to move away from being that mechanic of the mouth, because I can teach my assistant to prep a tooth, easy. But you have to understand the diagnosis and the
Kiera Dent (11:26.774)
you
Kiera Dent (11:38.368)
you
Dr Robert DiPilla (11:42.094)
And it also goes back to different materials. The whole rage now is zirconia, crowns, and it's a lot stronger. But is it really? Is it lithium disilicate, or is it philospathic porcelain? So I think there has to be an understanding of where to place those materials in the proper patients and proper occlusion. So because a salesperson comes in, oh, this is the latest and greatest, doesn't mean that you should buy it. So I think.
Kiera Dent (12:09.824)
for sure.
Dr Robert DiPilla (12:10.894)
For me, it's kind of taking a step back and understanding dental materials, understanding the periodontium, understanding all that. I the classes that we hated in school, believe it not, I've been doing this for 36, are probably the most important now than anything else.
Kiera Dent (12:25.67)
No, for sure. And I'm so grateful you talked about that because agreed like the healthy foundations, I think it's so easily overlooked. So I'm curious, how did you start to incorporate this with your patients? Because you didn't come out of school having this, you didn't learn all these things right away, you started incorporating it. I think people are oftentimes afraid to add this into their practices due to patient pushback. So how did you, how did you educate your patient base?
Dr Robert DiPilla (12:48.702)
Well, yeah, I think it's just having a good communication with your patient and being authentic. with our patients, we're there for them in a sense of we don't push anything, we don't sell anything, we just educate our patients. And a lot of times, if I've seen a patient for 10, 15, 20 years and I'm watching them get worse,
And, you know, I'll just have that, you know, that radical candor with them saying, hey, listen, you know, where do you want to go with this? What do you, how can I help you? You know, do you, mean, for some reason I'm watching you getting worse and I don't want that. So what can I do to help? And then we kind of castor them in that, in that direction as much as possible. You know, there's, we'll do a lot of like nutritional counseling and we see a lot of patients that, as you know, they come in, you know, they're not, they're not healthy. And I have the,
Kiera Dent (13:39.51)
All right.
Dr Robert DiPilla (13:42.21)
I guess the personality to talk to my patients and say, listen, I want you to see this person. I care about you. I've seen you for many, many times. And I just, you know, I see some things that I don't like. So what I want you to do, here's a referral. I want you to see them. And then nine out of 10 times they'll come back and say, my God, thank you so much. I didn't know I had this underlying condition.
Kiera Dent (14:07.84)
That's incredible. And I agree that education, I think is the new age of communication. I think a lot of patients want to understand more. think we live in this digital era where people are consuming so much more information rapidly and they want to be educated and they want to know what's going on. And I do think social media has, has ramped this up exponentially for people to want more education rather than just blindly following. And so I really love that you took it that way. I want to ask you a couple of questions about
growth of practices because I think so many people grow practices or they feel that they need to grow practices or they need to expand their practices. I'm curious after having done that, you've had practices in multiple states, you've grown your, like walk me through, like when do you grow as a dentist? When do you not grow as a dentist? What are some things that you learned through that growth of multi-practice ownership, especially with dentists that are in today's world? I think that there are some that are brand new.
There's the DSO on the radar and on the horizon for people. Walk me through some of your thoughts around this practice growth, multi-location, when do I grow, what do I do with DSOs? I'm super curious because you've done it and you've done it for a long time. What are some of your thoughts around that?
Dr Robert DiPilla (15:08.718)
100%.
Dr Robert DiPilla (15:17.582)
I'm going to let's go back when I was like I said, very fortunate to be in Larry Rosenthal's office in New York City. And everyone knows Larry Rosenthal is the premier, know, veneer office to go to. So I was once again, I was very, very fortunate to go there. But well, my dismay, I was the young kid.
Kiera Dent (15:37.364)
It's incredible, by the way. like, like, let's just stop for a second. Like, that's incredible that you got to work there with him.
Dr Robert DiPilla (15:44.622)
So think of a patient that's there, know, we had celebrity CEOs, we had every mogul you could imagine we had. And you got this young kid walking in and they're like, well, kid, move away, where's Larry? Where's Larry? So what I had to do, I had to kind of reinvent myself. And, you know, and I had to figure out what type of avatar patient, you know, do I want? And I think that it doesn't matter if I'm in New York, if I'm in Birmingham, Michigan.
Kiera Dent (15:44.947)
Yeah.
Kiera Dent (15:57.715)
Yeah.
Dr Robert DiPilla (16:11.274)
I'm if in Salt Lake City, Atlanta, doesn't matter. You just have to figure out what avatar do you want. And then you kind of go where that avatar is. So an example, this is what I did. So in New York City, I need to get a haircut. So for me, I went to the biggest celebrity hairstylist you can get. And it was Orbe in New York City. And why did I do
Kiera Dent (16:37.556)
Yeah. Okay. I mean, you do have great hair, by the way. So, I mean, it must have worked out for you. I like it. It looks great.
Dr Robert DiPilla (16:41.582)
Well, thank you so No way. It's not what it Well, thank you. So I went to Orbe and why did I go to see him? Because Orbe has what a lot of celebrity clientele. And for me, it was building a relationship with Orbe. You come in, your first appointment, who are you? What do you do? Oh my God, yeah, I have a dentist and that, that, that. As you know, when you say you're a dentist or a hygienist, oh, by the way, can you look at this?
Kiera Dent (17:10.633)
haha
Dr Robert DiPilla (17:11.758)
So what that does is that it kind of opens up the dialogue as much as possible. So from him, I've been seeing him for two to three years. And once again, it's something that you always have to continue going. If you do it once or twice and it doesn't work, well, that's not going to happen. So they go into the gym, you work out once or twice, you're not going to be in shape. it's of those things that you perpetually just have to do. So I was very fortunate seeing him for years. And from that,
Kiera Dent (17:32.083)
Right.
Dr Robert DiPilla (17:39.49)
I had my own celebrity clientele that came into Larry's office. It was great. All right, how about another one? So I was fortunate they had the LA Reebok Club where I used to live on the Upper West Side. And then joined a gym, of course. And I wanted to find out who was the best trainer who trained all the celebrities. And then once again, the same thing. So I think it's important.
Kiera Dent (17:44.308)
Mm-hmm.
Dr Robert DiPilla (18:06.818)
you know, to find out because I'm going tell you a lot of the celebrities and a lot of moguls, they're not calling to make the appointment. They have someone as an assistant to make their appointments for them. So I'll give you an example. I was working out in East Hampton for a little bit because I bought a house in in Amiganza. And as I was doing this renovation, I never really worked on Fridays, but in East Hampton, I worked some Fridays and I was fortunate
that I had a logistics manager for the Rolling Stones that came in. Built a relationship with her. And then from that, because she's a logistics manager, she does everything for the Stones. So I was very fortunate. She called me up, hey, Mick has a concert tonight at Madison Square Garden. He wants his teeth cleaned. He wants them checked out. Can you do it? Sure. What time? Nine o'clock at night. What?
Kiera Dent (18:39.082)
Well.
Kiera Dent (19:01.735)
I'm
Dr Robert DiPilla (19:03.342)
So those are the things that you have to do. If you want that type of avatar, you want that type of clientele, then you kind have to do whatever it takes to go above and beyond to make sure that that happens. So don't think that if you want that type of practice, there's going to be some sacrifices that you're going to have to do. So for me, my personal story, for me being in New York, I was so driven, driven, driven. That's all I did. That's all I did. And I was married at the...
at the time. you know, looking back in retrospect, it affected my marriage. So, you know, my ex-wife, we're great, we're still great friends, but it affected because I just, for me, I was driven. This is what I wanted to do. I was out. I was going to opening of galleries. I was opening up to restaurants and because I wanted to be successful. But with that, there are some consequences that come with it.
So you have to kind of be prepared. You they always say, you know, the balance of life, you know, what to do as far as your career and work. I mean, there is, but you're going to sacrifice, you know, somewhere. You can't have it all, as they say. So you're going to have to kind of give up some.
Kiera Dent (20:12.853)
Great.
Do you, looking back, are you grateful that you've made the decisions you've made or do you wish you would have done things differently? Like knowing what you know now. Walk me through because I think people people often wonder this.
Dr Robert DiPilla (20:26.466)
Yeah, there's no, for me, there's no regrets because even if there was a regret, I always look at it as something that will make me better down the road. mean, listen, we're all gonna have failures. Things are gonna happen, but you have to learn from that. I mean, for someone to say, this has never happened to me and da, da, da, either they're lying or they have not, they've just graduated yesterday. I didn't tell my associates the same thing and that they had a bad day.
Kiera Dent (20:49.724)
Yeah.
Dr Robert DiPilla (20:56.046)
patient was complaining or something, I said, listen, it's going to happen. As long as you know in your heart you did the right thing, that's all you can do.
Kiera Dent (21:05.593)
I that. And I appreciate that because I think so many times people feel like I should have known this right from the get go. But I think a lot of learning is experiencing too. And so going through it and making different decisions. And like you said, what's the type of life? What's the type of avatar do I want? And then crafting your practice around that. I really love that you highlight. I feel like you crafted your practice and your craft around the avatar, patient and life that you wanted.
I think at the beginning you probably hustled a lot more than you thought you would need to, but I think that that's the beginning of practice ownership. I think that's the beginning of any career. And then you're able to then start to curate it into what you wanted it to be. And I think so many dentists don't realize that that is a possibility for you if you want it to craft it for what you want.
Dr Robert DiPilla (21:50.486)
No, listen, mean, there's many different practices, as you know. There's the elite practices that are doing, know, veneers and an example who took over Larry Rosenthal's office is Mike Appa. Mike Appa is a great dentist. When I was leaving Larry's office, he was coming in and he took it to the next level. And I missed, from my era, we didn't really have Facebook or Instagram or anything like that. So I'm kind of like the, know, the lagger in that particular point.
But he took that and made it to a different level as far as his career going to Dubai. And now he has multiple, multiple practices. But once again, there is some sacrifices. I'm sure it has not come easy to him. He has put in a lot of work, a lot of time, a lot of dedication to craft that for him. I look at it as, man, that's amazing. Good for him. Other people can get jealous of that.
but they don't understand the hard work what it takes to get there. It's like the basketball player, like, my God, he's making all this, how did he get that? But he forgot all the thousands and thousands of hours being in the gym and also practicing. Sometimes we forget that.
Kiera Dent (22:58.037)
Yeah.
Kiera Dent (23:03.55)
Right. Right. I think that it's been so just I love I love your passion. I love the life that you've lived. I love the I love that you were so committed to never being that person and then look at how that that drive and that determination took you from where you were to where you are today. I'm curious speaking to dentists who are maybe I don't know two three four years out.
What advice would you give them from all your years of practicing of the things you've been able to do, the clientele you've had, the team you had? What would be advice you'd give to that population of dentists right now? Knowing everything you know, knowing the climate, knowing the, like I said, DSOs are on the horizon. Do I become a private practice owner? Do I work corporate? Do I own multi-practices? What would you give? Again, we're talking four or five years out. I feel like this is right where they're starting to get that itch. They've got their, they figured a lot of things out.
Well, what advice would you have for that dentist?
Dr Robert DiPilla (23:57.454)
So it's funny that you say that because three of my associates, I have been out four to five years. And we get together, which is great, which I love is we get together once a month at my house over here and we kind of go over some kids' education things and just kind of talking to them as far as what their successes are, what their stresses are, and also what they're stuck. We call that three S's. And I always tell them, listen, I don't want you to be me.
Kiera Dent (24:03.528)
Mm-hmm.
Dr Robert DiPilla (24:27.5)
I want you to be you. If you're interested in Invisalign, then go for it. And I think that a lot of younger dentists feel that, my God, I have to do that endo. I have to do that extraction. I have to do that filling. I have to do this because there's so much money and debt from dental school and you can't do everything because something's gonna, you're gonna get hurt on one perspective.
My advice, I've been doing this, like I said, for 36 years, find out what you really, really love to do and then do that. Is it gonna pan off the next day? No, it's gonna take time. And I think we live in a world that it's instant gratification and everyone wants everything done yesterday. It's just the law of averages. You're just gonna have to do it, do it, do it, do it and keep it until you get there. For me, like I said, I was going for the implant route.
Kiera Dent (25:16.519)
Right.
Dr Robert DiPilla (25:26.474)
I loved surgery. And then I found that niche that I wanted to do was the aesthetic world. And then, okay, I'm doing some aesthetics. We're at Larry's office. We're doing 10 veneers on the bottom, 10 veneers on the top and the bottom. And I'm thinking to myself, yeah, the bite doesn't look that great. I said, well, there's something more to this. And then I went down to Rabbit Hole. I did Pete Dawson's chorus.
Kiera Dent (25:47.568)
I'm
Dr Robert DiPilla (25:55.746)
I remember at Panky. So I went another route as far as now doing full mouth rehabilitation. Going back to, you know, Facebook, Centric Relation, doing everything that needs to be done. How am supposed to get back to that? Right? And then, you know, getting there. So, you know, for me, that is my niche now. And from, you know, I'm building a bigger office in Birmingham. I think I'm crazy what I'm doing right now.
Kiera Dent (26:08.108)
The baseball, that's a throwback.
Dr Robert DiPilla (26:25.016)
but I still have passion for what I do. feel like, you when someone said, you've been out for 36 years, I feel like I've only been out for five years. I still love this profession. I love what it's given me, the opportunity, but sometimes I don't like the direction where it's going in. And that kind of goes back to what you mentioned about the DSOs. Don't get me wrong, I'm not popo-ing DSOs. I mean, I think there's a place for everyone.
Kiera Dent (26:33.611)
Yeah.
Kiera Dent (26:47.198)
Yeah, I'm curious on your take. You've been in this for a long time.
Dr Robert DiPilla (26:55.24)
I mean, know dentists are in Medicaid offices, great. We know that patients are in PPO offices, great. Fee for service, better. And then also group practices that, you know, my associates are in. And then there's DSOs. Once again, I'm fortunate to be part of Dicama's group, and it's one of the premier law firms that have put all the DSOs together.
Kiera Dent (27:06.698)
Yeah.
Kiera Dent (27:18.805)
Mm-hmm.
Dr Robert DiPilla (27:25.358)
And some are great, some are amazing, but some have failed. And I think one of the problems I feel that corporate has is that if you do the CEO, you're looking at what? You're looking at the numbers, you're looking at the metrics, right? You're looking at the KPIs. But if you're in the trenches, you can't treat every office as the same. It's different. The hygienist has a different personality. dentist has a personality. You have different patients, demographic of patients.
Kiera Dent (27:31.04)
Right.
Dr Robert DiPilla (27:54.648)
So I think for dentists, we're just a different animal as far as the field that we're in. It's very, very personal that we have as far as our offices. And like I said, I have five offices. All five are completely different. If I try to implement every single detail thing in Birmingham to do it in Detroit, no. Same thing in Detroit to do at Sinclair Shores, no. It has to be customized to that particular practice.
Kiera Dent (28:22.782)
Yeah, no, and I think that's such wise wisdom because working with hundreds of offices, I don't have an A to Z cookbook. I don't tell them like implement this. I know systems that will work, but we customize it to your area because the patient base, like you said in New York compared to Birmingham, Michigan, they're going to be very different patients. They're going to have different needs, different like all of it is different. The pace of it is going to be different. Your attrition rates will probably look differently. And so I agree with you completely that
Dr Robert DiPilla (28:36.046)
That's great.
Kiera Dent (28:52.52)
Everything is not apples to apples. I'm curious, how do you lead all five of those practices? Do you have, like, what does your team structure look like? Because so many people do get stressed out with multi-practice ownership. What have you done to reduce that stress level for yourself and make sure that they're all successful?
Dr Robert DiPilla (29:06.262)
Yeah. No, it's, we just had our all company meeting. I call it the summit meeting. And, you know, it's amazing that, you know, 10 years ago, I had one office and maybe four employees. Now I
Kiera Dent (29:13.672)
Thank you.
Kiera Dent (29:20.928)
Did you hear that everyone? 10 years ago. So this is something that in his 36 years of dentistry, he did 26 years. I also think people need to realize they sometimes feel like they're too old to open up multiple practices. They feel they're too far in their career. They needed to do this earlier. So I hope people are hearing your timeline of 26 years solo practice and now 10 years making five practices, but also there is a timeline around that. So continue please. But I just want to highlight, this was not an overnight thing for you either.
Dr Robert DiPilla (29:23.5)
Years ago, Yeah. Single practice.
Dr Robert DiPilla (29:51.054)
It's not. I'll go back and I'll tell you the reason why for that. And for me, like I said, going to New York, I wanted to be the best. I wanted to be that celebrity dentist. And when I came back to Michigan, I centered everything around me. People came, they flew in from out of state to see me. And one of the things, I can't scale me. And one of the things that I have to open up
Kiera Dent (30:12.63)
Yeah.
Dr Robert DiPilla (30:20.174)
the offices and kind of passed the baton to my other associates. So, you for me, that was like the biggest thing is the key is letting go. And like I said, we had a summit meeting two weeks ago. And like I said, I had five employees in one practice. Now I have five practices with close to 70 employees. You may say, my God, how do you do that? I hire smart people smarter than me.
Kiera Dent (30:43.082)
Yeah
Dr Robert DiPilla (30:49.79)
to do that. I have a great CFO. I have a great regional manager and I have great office managers. And one of the biggest things that we, we constant, constant role play a lot of the things that we do in the office. And why is that important? One of the things that we did when COVID happened, before we opened up, we had a month where we did Zoom calls.
like this, and we did a role play because when patients come back, they're gonna have questions. And what are we doing to protect them and ourselves? And it was really important for the front desk, it was really important for our managers, hygienists and assistants to make sure we're getting our message across. One of the things that I never wanna hear on the phone is if a patient asked a question,
and our front desk, our personal, I don't know. I don't know what we're doing. So, you to me, it's just having those questions answered. And what we did is I call it the kind of the soft opening, like what a restaurant would do before they opened up fully, they would kind of, you know, bring in some of their guests or their family members to have a soft opening. So that's what we usually do from that. But the main thing, you for me,
Kiera Dent (31:51.997)
That's
Dr Robert DiPilla (32:15.112)
is I just hire great people that are around me that will integrate the vision that I have. So there's a great book and I highly, highly recommend for dentists. And I know Gina Whitman very well, it's called Traction. I don't know if you've heard the book or. And it's amazing. And then the follow-up book is Rocket Fuel.
Kiera Dent (32:33.75)
We are diehard traction people. We help offices with it. It is incredible. Yes.
Kiera Dent (32:41.903)
Amen. When you were talking about integrator, was like, he's a visionary needs the integrator. Did you, did you hire?
Dr Robert DiPilla (32:45.198)
I'm the 100%. I mean, for me, I'm definitely the visionary. know what I want to see. And then my CFL is the integrator. I have so bad ADD, I'm like, don't squirrel. Okay, what happened over here? No, no, no, no, get on track. We gotta do this. So for me, like.
Kiera Dent (32:57.848)
you
Kiera Dent (33:03.382)
How did you find your CFO integrator? you go through one of Traction's hiring things? Did you find them through? How did you find that integrator? Because I think that's such a key piece in growth. How did you find yours?
Dr Robert DiPilla (33:14.572)
Well, luckily she was with us and within the company and we just hired up for her. She just went from low level to higher hiring and she got it. She understood the whole process. mean, when she read the book, she, I mean, my God, this is the missing piece for us. And I love that, that passion that she has for that and then just kind of put everything together. So I was very fortunate in that respect. But when we do our hiring,
Kiera Dent (33:21.462)
amazing.
Kiera Dent (33:32.118)
Yeah.
Dr Robert DiPilla (33:43.746)
We hire within our culture and who we are. And sometimes it's difficult to do that. We did that right after COVID because some people didn't feel like they wanted to come back or didn't feel safe to come back as far as some employees, which is fine. And there was a shortage of dental assistants and hygienists wasn't an issue for us. It was more assistance. And I hate to say that we hired people that weren't the right fit.
Kiera Dent (34:08.97)
Mm-hmm.
Dr Robert DiPilla (34:13.71)
And I'm going to tell you that was a big mistake because it's going to take you longer to find another person. So I'd have no one. do it myself compared to not have the same, the right person that would fit in our culture.
Kiera Dent (34:29.974)
I agree. That's wise wisdom. And I think so many people get desperate. And I mean, I've done it. I think we've all done it, right? We've all made those hires and we're like, agreed with you. We'd rather wait it out till the right person comes through rather than doing those desperate hires. And I think it's
Dr Robert DiPilla (34:41.966)
Yeah, it works out. And really works out. I'm a true believer that, I mean, there is a plan and you just kind of have to wait it out and it comes in because the same thing in our downtown Detroit office, we were waiting for someone and we thought someone, oh my God, she's going to be great. Oh my God, she's moving from Boston. She's going to come here. She's ran a periodontal office. Oh my God, we love her. And then got ghosted. Like what the hell happened? And then the next day,
Kiera Dent (35:07.38)
Mm-hmm.
Dr Robert DiPilla (35:10.85)
We got another resume. Lauren, I mean, amazing. I mean, just that blessing that comes through. So I think the best thing to do is just wait it out, hire within your culture. And if they don't fit, they're not the right team member for you.
Kiera Dent (35:28.916)
I love that. Dr. DiPilla, something I have found so fascinating with our podcast today, just so appreciative. I feel you have wisdom. And I think wisdom oftentimes lacks. And I think it comes from experience. I think you've learned from the things that you've done. I'm not saying you're old. I'm saying that I hear wisdom from you. And I think you had this wisdom even when you first started your career. I think you learned things. But I feel you lived your own.
Dr Robert DiPilla (35:42.114)
You're saying I'm
Kiera Dent (35:56.438)
I feel like you grew because you wanted to grow, not because you felt like you needed to. I feel like you waited when I'm sure a lot of your other colleagues were building multi-practices and you're like, this is what I'm enjoying doing. And what I've heard is as you've shifted and morphed throughout your career and the way you've presented it, it sounds like you've done it based on intrigue and curiosity and things that still keep the passion within you. And I feel like...
You're a great example of someone who can be practicing dentistry for 36 years and still have passion, fire and fuel behind it, rather than the what I see a lot of right now of burnout. And I was trying to put the pieces together as we were chatting and I'm like, I think honest to goodness, you've done everything because it was a passion and a curiosity and it fueled you rather than drained you. And I also really love that
you believe that there's a higher path for you. Like you said, it's just because one door is closing, it means the other door is opening, but that door is not quite ready yet. So be okay with this door closing. But that would how I would summarize you. Obviously, please fill in any gaps I may have missed. But I think that that's so refreshing to hear that I think a lot of us can take stock in and learn from you as well.
Dr Robert DiPilla (36:49.806)
100%.
Dr Robert DiPilla (37:05.474)
Wow, well, thank you for that. That's, thank you. But for me, right now, I think it's important to, like I said, pass the baton to my other dentist and kind of elevate them as much as possible. And I think if you're in a group practice or if you're in a single practice, sometimes we live on our own little island and you don't know where to do. would...
Kiera Dent (37:10.197)
You're welcome.
Dr Robert DiPilla (37:31.66)
get a couple of your friends, colleagues, whatever, just go out to a restaurant, hang out and kind of talk your story. Because we're all in it and we all go through the same things. And maybe I'm blessed with mental resiliency, I don't know. I mean, there's a lot of things that are kind of thrown at you. But for me, for my upbringing, mean, things bother me, don't get me wrong, I am human.
But I know that my purpose is stronger than the noise that hear that's behind me. And for me, where am I going to go from here? What's the next 10 years look like? And For me, my legacy and what I want to hear is that when I'm long gone and a patient goes to another dentist and says, hey, who's your other dentist? And I say, well, I went to DiPilla All I want to hear is that, you know what?
Yes, I heard great people. That's all I want to hear. You went to one of the best. That's it. That's all I want to hear. I mean, I that's my legacy is that make sure that we as a group, as a team or organization, we've done the right thing by you and also by the the patients and also our team too. We got to take care of our the team that supports us very,
Kiera Dent (38:54.25)
That's beautiful. And I think as you said that I think maybe a takeaway from today would be figure out the legacy that you want to leave. think that that legacy, just did a mastermind group with some people in person and I had them write when they were, you know, I didn't give them an age. I just said, when you're sitting back looking at your life, what do want to feel? What do you want to experience? And what do you want it to be said about you?
And it was crazy because people started making different decisions in that moment because the legacy of who they want to be and what they want to leave behind radically shifts what you're doing today. And I think that that's a beautiful takeaway from today. I have loved our conversation. I thoroughly enjoy you as a human. I think you're just doing a beautiful work, an example of keeping the passion alive in dentistry and doing great things no matter what's going on. any last thoughts you have, how can people connect with you?
Dr Robert DiPilla (39:34.926)
Thank you.
Dr Robert DiPilla (39:44.238)
I think for anyone guys who have been graduating, this is like the best time to be a dentist. I mean, I'm so excited. mean, the technology is amazing. Things that we used to do before and we can do now, digital workflow, 3D printing, AI, it's amazing. So, for me, I go into work every day. I'm very passionate what we need to do. But for me,
It's time for me to kind of like maybe work maybe in the chair once or twice a week and then work on the business. And that's where I'm more passionate about as well. And then kind of like I said, elevating everybody else. But once again, this has been a real, real pleasure and I can see your passion as well and much, success for yourself.
Kiera Dent (40:28.682)
Likewise, thank you so much for joining today, Dr. Tafilla. I hope everybody who's listened takes away a few golden nuggets and gems because I really do believe there was so much value and wisdom in this podcast today. I think that there's so much beauty. love podcasting with people like yourself that are just so optimistic of the future. So thank you for joining us and for all of you listening. Yes.
Dr Robert DiPilla (40:49.816)
My pleasure.
Kiera Dent (40:53.78)
All of you listening, thank you for joining us. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.
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Tiff and Kristy share not only how to cut down your accounts receivable, but also how to develop systems that will keep your AR low. They discuss time management, clear job descriptions, protocols, and more.
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Transcript:
The Dental A Team (00:01.752)
Hello, Dental A Team. I am so excited to be here with you. I have Kristy back here with me today, and we are excited to talk to you about a really fun subject today. It's not always the top of the fun list. think billing gets pushed down in the fun category, and a lot of people put a lot of stress on it, which I totally understand. But Kristy and I are here today.
to bring some fun to the billing department and to bring some fun around how to make billing work within your practice. Kristy, thank you so much for being here with me today. How are you?
Kristy (00:34.658)
Good! It's a good Monday!
The Dental A Team (00:37.955)
Good, I know. Our Mondays get busy here at the Dental A Team. They are our meeting days and our project days and they just, they get chock full of so much stuff every single week and we absolutely love them. We get to spend a lot of time prepping for our client calls and our client visits. A lot of us have client visits coming up soon and just getting all the things together. So Mondays are always a little chaotic. Kristy, in your...
In your experience, you've got a wealth of knowledge, a wealth of experience behind you. What was your favorite position or your favorite space to work when you were in practice?
Kristy (01:16.704)
interesting. Favorite Space was probably really helping getting patients the care they deserve, filling that patient advocate role. here's the thing, I know we're talking about AR today. If we
If we aren't cognizant of a patient's budget, we're really not doing good by them. So being cognizant and finding a way to fit it, you know, the care they need within their timeline and their budget is, it's rewarding.
The Dental A Team (01:50.047)
I love it. I totally agree with you. think making sure that we're giving them the best experience all the way around, no matter what is the best space to live in within a dental practice. can get homes fulfilled us. It gives us a purpose and a reason to be there. And on those notes, I think you're absolutely correct. If we don't know what the patient wants, what their desires are, what they can do, and we end up down a path.
that might not be the right fit for them and ends up not being the right fit for us because we end up in situations where we have high AR, outstanding claims, outstanding bills, all of those pieces. I also know one of the biggest reasons that people leave a dental practice or write a bad review, I have so many practices that are like, don't put me on swell, I want to have control over who gets reviews and who don't.
And I just think everybody should get a link for review. So I love advocating for that company and for within our marketing. But I know that the biggest reason that we're afraid of something like that and that people that patients leave their practice is for billing inconsistencies or billing issues. So really having standards and protocols and just everything wrapped around the billing department is so imperative and so important because even down to that patient advocate space.
When you're that patient advocate, which is also sometimes, you know, patient coordinator, front office check-in, like all of those are kind of wrapped around similar spaces within the practice. But when you're sitting in that space, Kristy, so many times you are walked into a really hard conversation because there was confusion over previous billing or you're the one that's responsible for collecting today's balance that's due or outstanding balances. And so you kind of walk into really uncomfortable situations because
you're not sure what it is sometimes, the patient doesn't know what it is, and sometimes that patient comes in upset. So knowing how to diffuse those situations too, think Kristy is a really great space and just builds that relationship as well. I think I love your answer.
Kristy (03:50.149)
Thank
The Dental A Team (03:51.193)
That's my wrap up there. So today I've brought Kristy here to talk with me and chat with me for you guys today about really cutting your AR down and hopefully building systems that keep it so that your AR doesn't get high. And just so you guys know, doctors, your AR is your accounts receivable. So this is money that's supposed to be coming to you, but hasn't made its way through the door yet. And so we're trying to get that money through that door into your bank account to help your overhead ultimately.
and by increasing your collection. So we really don't want a lot of money sitting out in that AR, in the accounts receivable, that outstanding collections. We really don't want a lot of money out there, but it is also flip side of that unrealistic. Many of you are like, I shouldn't have any AR. I should 100 % collect. While that is, you know, the dream, it is very unrealistic. So there will always be something outstanding, even if you're a free for service practice, in my opinion, there's always going to be something outstanding. So
Just building those systems and those protocols is going to be absolutely fantastic. And for you doctors that are listening today, which I hope you guys are here because I hope you're ready to cut your AR down or keep it from ever increasing, I want you guys to know the back end side as well, because I don't want you to be afraid of your billing department anymore or afraid of money. A lot of doctors, I think, steer away from even looking at bank accounts or overhead or...
Any of that I think we do in our personal lives too, just because there's so many misunderstandings. So if you can get involved in conversations like this today, really know the expectations of different spaces like that. I really think that it helps to build your confidence in moving forward and keeping those ARs from getting any higher. that's my caveat for today, doctors. I want you listening, I want you taking notes, and then want you taking it back to your team, because this is gonna take a whole team to get a lot of these things done. Kristy.
Where do you see the biggest hang up in practices you have worked with? You've worked in many practices, you've consulted many practices in your current clients too. Like, where do you see the biggest hang up when it comes to accounts receivable and that outstanding money? Where do you feel like, gosh, it's really just stuck here if we had to say one space.
Kristy (06:04.576)
one space. Honestly, probably in the insurance realm, verifying and getting the correct breakdown so that we're giving the proper estimates and therefore collecting the proper copays, right?
The Dental A Team (06:20.264)
I totally agree. Yeah. And I think that's a space that gets really confused. And I think doctors get very confused about it. Like, what is that supposed to look like? What should I be doing? What should I be expecting from my team? How can they get it all of those questions? So I totally agree. We have so many different podcasts on so many different aspects of that. We have so many clients that are working on all of those pieces as well within their consulting with us. But I agree that
You have to remember whatever you put into the system is as good as the information you're going to get out of the system. So while it's a computer, while it's software, like it's supposed to, you know, at one point be smarter than us, like it can only be as smart as we can make it. And so the information that you're putting in is going to spit out the information that you're going to get out of it. And if we're rushed, if we don't have clear clarity on what's expected or
clarity on what's the most important. Like things get muffled, things get confused. So I think when practices have high AR or to keep them from getting high AR, I always recommend like three basic things. The first thing is time management. We'll dive into time management. The second is ensuring you know what's the most important. So how do we figure out what's important and what's not important? And then the third is having really clear systems and protocols.
to be able to use. Those three things, you guys, if you have time management on your side, you can decipher what's important, what's not important, and you have really simple protocols and standards that you consistently use all the time, that's going to propel you to really have cut AR or no AR, or little, I should say minimal AR in the future. So.
Kristy, what are some areas that you've worked with your clients or you've worked with in the past that you can say, gosh, these really work in the time management realm? Where do you see things working over there for you?
Kristy (08:21.58)
Yeah, for time management, honestly, I think it's about dedicating the time and getting it into your schedule. We like to call it, you know, putting that power hour and really diving in and creating that time to focus on the AR.
The Dental A Team (08:36.616)
Yeah, yeah, I love a power hour because you can let it.
Kristy (08:43.694)
Okay, sorry.
The Dental A Team (08:46.026)
way because I think a power hour, I love power hour, I've used it in multiple facets. I used it in my personal life as well. Power hour, you guys, is so simple. It blows my mind every single time at how well it works, and I utilize it for all kinds of positions in the practice, but I think it's amazing for the billing rep position. So, Kristy, I love that you mentioned that the power hour, literally you just split an hour into like four chunks or two chunks, but you always make sure
that you've got it scheduled. So your time management piece, right, is making sure that you've got it scheduled somewhere. And then you've got your list of things that you're going to be doing within those 15 minutes. And you've got some sort of timer handy, even if it's your watch, if it's your phone, like whatever, you're gonna set for 15 minute timer. So you guys, it's that simple. And you're gonna say in the first 15 minutes, I'm gonna do X, and Z.
In the second 15 minutes, I'm gonna do ABC. In the third, and so on and so forth, and you're gonna set that timer for those 15 minutes where your billing rep is going to, you guys do this as well, you're gonna set that timer, and at that 15 minute mark, you're gonna take inventory and you're be like, okay, what did I get through? Did I get through the top most important items? Do I need to shift one down to the next 15 minutes or am I ready to move on to the next set of most important items? So.
I love that Kristy. So we have the power hour. What other things have you utilized?
Kristy (10:12.718)
yeah, Putting the block schedules into the appointment book so everybody knows that you are dedicating that time and working specifically on AR.
The Dental A Team (10:12.81)
sketchbook.
Kristy (10:29.022)
And I would also say be sure that we detail this because AR can be broken down into two different categories. We have the patient AR and the insurance AR. you know, dedicating time. And I would say, you know, weekly dedicating time to work on these and specific timeframes.
The Dental A Team (10:46.174)
Yeah.
The Dental A Team (10:49.802)
I totally agree. I love that. And I think we think block scheduling and we think patient schedule only. And it's so interesting to me to consider any kind of system or protocol. Like there's so many spaces where it can be dropped, like copied and pasted into another aspect of life. And when we think about block scheduling, which we have talked about so much for patient schedules.
we can now copy and paste that into like even our personal lives, you guys, if I wanted to get crazy with it. But really, if we look at the positional duties, like what is it that I need to do as a billing representative and how do I block my schedule to fit that? I'm going to think, okay, just like thought, doctors, I made you go think, where should I do a root canal? Like where should my high priority pieces be? My high income procedures, where am I going to put those? Where should I do root canal?
flip-flop that over to your billing representative, right? And we're not gonna like call on patient balances at 7 a.m. So where is it likely that I'm gonna be able to call on patient balances? So I'm gonna build my schedule using time management skills that I know how to do because I know how to build a patient schedule. So if I start thinking of my duties, the things that I'm responsible for in whatever position I hold, even treatment coordinator, whatever position it is,
If you take that same thought process, look at the duties that you're responsible for, and then figure out how do I manage this in my day, what makes the most sense? So do I want to start my day at 7 a.m. or 8 a.m. with patient calls? Gosh, probably not. Or is it smarter to maybe check on unpaid claims at that time? If you start unpaid claims from 8 to 9 a.m., that's your power hour.
Right there, 8 to 9 a.m. I'm working on unpaid claims and I'm divvying it out by the 15 minutes or whatever, right? Or maybe by week, first week I'm doing zero to 30, second week I'm doing 31 to 60, et cetera. But if I'm divvying those hours out, I know the insurance companies are gonna be open at 8 a.m. no matter where I'm at in the country, right? If it's 8 a.m. Pacific, it's now 11 a.m. East. So I know no matter where I'm at in the country, if I start at 8 a.m.
The Dental A Team (13:05.931)
I can get a hold of the insurance companies. Then I move on to a patient, then I move on to statements or whatever, but I'm power blocking and utilizing locked scheduling rules to get the same results in my position as what I'm looking for in a patient's schedule. So you can literally copy and paste that over and manage those times. But something, Kristy, that I think gets lost in translation sometimes, you can think, power block, I'll time manage, sure.
But the second piece, right, first piece is time management, learning how to manage your time, learning how to see that. But the second piece, I can't time manage if I don't know what my duties are. So if we don't have job descriptions, if we haven't been taught how, you what are the results that are driving my position? Because those results that are driving my position that are within the job description, that's going to allow me to be able to see what's the most important thing. Because, Kristy, you said earlier too,
getting the information in is gonna affect the information out. But then we sit in this space, I think, of like trying to figure out, do I get the verification? Do I call on unpaid insurance claims? Do I call patients? Do I send statements? And we're just like, my gosh. And so how do you help doctors to be able to help their team really figure out what that driver is and to be able to say, this is the most important thing or this is where I can time manage these pieces because I can see
What I'm responsible for, how do you help doctors to really be able to help their billing departments figure that out?
Kristy (14:39.692)
Yeah.
Absolutely. So even with AR, there's the lag measure and the lead measure, right? So the lead measure part of it, I always feel is the verification process. So having somebody that's dedicated and is working ideally two days out in advance to get those benefit breakdowns. Obviously, our goal isn't to be insurance driven, but we want to be insurance accurate, again, so that people working and collecting over the counter have
that information and we're giving proper estimates and even making proper financial agreements, right? So first off, again, that pre-working ahead of getting the verification, but then also at time of, you know, it's one thing to treatment plans, but it's another to present and understand how the patient's going to take care of it with the financial arrangement. understanding
The Dental A Team (15:18.413)
Mm-hmm.
Kristy (15:40.114)
who's doing the verification, who's our treatment coordinators that are going to cement the financial plans. And then last piece of that is who will be doing the follow up. Who's doing the follow up on patient AR and who's doing the follow up on the insurance AR. So kind of just painting that clarity in the duties and then supporting each other in those blocked times, right? So each person has their dedicated time.
The Dental A Team (15:51.113)
That's it.
The Dental A Team (15:56.846)
Thank you.
The Dental A Team (16:07.852)
Yeah, exactly. And those job descriptions really narrow down to those results. Like, what is the result that we're after for the insurance verification, right? The result is that we're two days ahead on making sure that all the information is in the system. The result for the case acceptance is to ensure that we have, you know, 98 % case acceptance because we're living in a world of dreams, right? But we've got like 75 % case acceptance as our goal. So how do we do that?
and they all lead into each other. So what Kristy's like leading to, right, is if we can get that information right on the verification, now our treatment coordinator is able to present accurate or as close to accurate estimates as we can, which means that on the back end side of that, whether it's the treatment coordinator or checkout person collecting, they're collecting over the counter correctly, and our billing department hopefully has the least amount of money possible that they're chasing.
So I love that because it leads into one another. Now, sometimes you guys, your practice, you might only have one person or two people that are doing all three of those things. And that's okay too. You've got to figure out what are the most important things for my practice to know before a patient gets here? What are the most important pieces? Like, what am I going to be treatment planning? What kind of an estimate do I need to give to my patient?
that's the information that you need to get on your verification. So you might be able to really dwindle that down as compared to a practice that's got five or six part office people and they're doing surgeries and they're doing all on fours and they're doing an anesthesia in the office. Like all of these pieces that you might see other practices asking for, you might not need those. So really figuring out what is it that I need for my practice that I can get the right information and who's doing it.
The job descriptions are huge. When we know our lead measures, like what is it that I'm after? Now I can see, okay, is this affecting that? Like, is this going to positively impact that or is this busy work? Because sometimes we might get lost in, I don't know, confirmations, which are incredibly important, but is that my job? As a billing coordinator, right? Or if you've got two or three for an office who don't have...
The Dental A Team (18:19.893)
really segregated duties, I oftentimes will walk in and I'll see three or four different people, like, everyone's doing confirmation, like, well, we got to the appointments confirmed. Absolutely. But can one person do confirmations while someone else does something else? Because there are 5,000 things that we have to get done in a day. And if we're all doing confirmations, then we're probably only hitting five of the 5,000. So really figuring those spaces out.
making sure that it's twindled down so that somebody can say, okay, these are the most important tasks of my day today, and this is how I'm going to manage my time. Third to that is going to be the systems. You already, you know, alluded there and spoke about the systems of getting the information in. But then, Kristy, I think it's insanely important for a billing coordinator to have a system and a protocol for all of the other pieces. Like, I've seen so many practices I've walked in and they've got
I had a practice that had over $200,000 in outstanding claims, and I'm like, gosh, that makes me sweat, right? Because it's so stressful, and they're like, well, I call when I have time. Well, there's our time management space, and they don't know how important it is, right? So they don't know how to manage their time, they don't know when they should be calling, because they don't have it blocked out.
And then two, they're not understanding that this is one of the most important things that you could be doing in your position. So they're doing busy work. I've literally seen, I walked into a practice and I love this practice dearly. We've gotten so far. But I was watching the billing coordinator get interrupted because the billing coordinator was the only one who had the information in her head on the insurance metrics. And so the treatment coordinator would need her to do.
the estimates for the treatment coordinator, but then also she knew all the patients. So she was doing some of the like phone calls that were coming in and she was doing confirmations. And I was like, well, this is why you have $200,000 of insurance claims. Like it was wild. So that one, that one practice like encompasses all of these. The billing rep didn't know her job descriptions because she didn't know the most important pieces or she didn't know how to do them. So she wasn't doing them. She didn't know how to manage her time. And then the
The Dental A Team (20:29.266)
protocols just weren't set in place yet. So one of my favorite protocols is really making sure that you have at least one day a week that you've got dedicated time to work on unscheduled unpaid claims. And then also a separate, would do them on two separate days just because I don't like to do them all together. It's overwhelming for me, right? So I do one day of unpaid claims every week, some hours in there, and then I would do maybe two days later.
patient balances, calling on unpaid patient balances. So you can do them together. I don't care what you guys decide. That's how my brain works. But Kristy, that's how I like to do it, where it's like week one, you've got four different brackets, right, of unpaid money on both insurance and patient that you're working on. So I literally have practices, and the way I did it when I was in practice is that I just split it up by those four, right, those four brackets. So week one, I would do zero to 30.
week two, to 60, right? And so on. And then, Kristy, what I did as well is I started to rotate when those statements would go out or the reminders for those. So I'd be calling on one bracket and sending statements that same week for two brackets later so that hopefully by the time I got to them, they'd also received a statement. So they were getting statements.
phone calls, if I had to leave a message, I'd leave a text. Like this whole rotating system was put into place and I put it into place for a lot of practices and it's helped a ton of really being able to see how I needed to break out that week. And I think if I were to walk in to a new position and I didn't know that these were my metrics, I don't know that I would have been able to think, okay,
How do I take what my job is, what I'm supposed to do, and do it in a manner that I can get it done? So I would do those. one more piece I did forget, right? Splitting up the alphabet for your statements, you guys. Holy cow. Like, don't send them all at once, split them up. But Kristy, what else do you have? I know you work a ton on this stuff with a lot of practices. I see the emails and the texts like currently going back and forth and really dialing that in because dentists and doctors, owners, they don't really know that space.
Kristy (22:24.391)
Yeah
The Dental A Team (22:43.879)
So we've got rotating weeks, we've got patient and insurance, we've got all the pieces. What other piece do you feel like is super necessary to have within some sort of protocol for time management and all of those pieces?
Kristy (22:57.39)
Yeah, well, much like you, I love breaking it up. It serves for two purposes, right? Number one, it's more manageable for the team. And number two, it helps keep the revenue coming in all month long, right? And also you have to remember every time we send those statements, typically phone calls follow. So when they're doing them all at once, we're creating a huge load for the team. I like you identify daily, weekly and monthly duties and make sure I mean, I know we're
The Dental A Team (23:09.267)
Yes.
Kristy (23:27.344)
talking AR, but everything funnels into that, right? So make sure you're sending your claims every day, not once a week, not once a month, every day. Make sure we're posting every day those checks that are coming in. And I would also say weekly run your unclaimed or unattached procedures and any unsent claims, any unsent secondary claims, right?
The Dental A Team (23:34.899)
Yep.
The Dental A Team (23:52.113)
Yeah.
Kristy (23:55.61)
And like you, I like the technology. Utilize your text to pay feature too. Like once we enter those payments, don't wait for the end of the week to send a statement or end of the month to send a statement, right? Send a text to pay right then or the next day. And again, it's chunking it out so it's more manageable.
The Dental A Team (24:03.463)
Yes.
The Dental A Team (24:11.635)
Yeah.
Kristy (24:21.775)
And also you can make your calls with insurance, break it up by insurance company, right? Being more efficient with our time that we have blocked out.
The Dental A Team (24:28.052)
Thank
The Dental A Team (24:31.74)
Yeah, I love that. And I would even put that in my power blocking, right? If I knew that I might even say the first 15 minutes is going to be Delta from zero to 60 outstanding claims and my second might be met life or something like that. So I love that just makes my brain go, okay, actually with that idea, I can make it even more efficient than what I have been doing just by adding Kristy's idea to what I've been doing. So thank you, Kristy I think that was brilliant.
I think there's so much meat today to consume. There's so much information packed into this short, like just under 30 minute podcast. So I hope you guys have been taking notes. I really, really want you guys to learn how to cut your AR in half if it's already there or how to keep it from getting high. Remember, your AR should be less than one month's total production goal. So if your goal is 300,000.
You better be under that 300,000. If your goal is 60,000, you better be under 60,000. Like it doesn't matter. You need to be under one month's production goals and or whatever your consistent average is. So go work on those protocols. You guys, have three action items. You need time management. So figure out some time management skills, work with your team and teach them the copy and paste method. You guys already know so much about block scheduling. Make sure your job descriptions and the duties.
Number one, are divvied out between multiple people. And number two, super clear. Even if you only have two front office people, you guys, and they always say, no, it's fine, we do everything, we work together and we get through it. I want responsibilities to each person. They can still flip-flop, they can do whatever they want, but they need to be held accountable to certain items. I don't care how many people you have up there. So number two, job descriptions. Number three, set standards and protocols, especially around your billing, you guys.
Start from the beginning for sure. Make sure that the information going in is accurate, but right away you guys, if you're trying to cut down your AR, get those standards into place and make sure that they are working on these pieces. Because the thing I see most often is that we don't have time because there are other things that are taking precedence. And to me, that just tells me they don't know how to figure out what the most important thing is. And you've got to go back to step two, job descriptions. Hey.
The Dental A Team (26:50.167)
Kristy, thank you so much for being here today. I knew you'd have some brilliant, brilliant ideas. love, I am like efficiency minded and I go there, but then you always stack something, layer it, something else on top of that, or I'm like, my gosh, even that again would make it more efficient. So thank you so much for being here. Thank you for bringing your ideas. And Kristy, is there anything departing statement that you want to leave our doctors with today?
Kristy (27:15.5)
No, just have fun with it, you know, and be in relationship with your patients. If there's a little balance afterward, make that quick phone call. I mean, it could be as easy as, hey, know, insurance, there was a little bit remaining. Did you want to add it to your last auto debit or are we scheduling it for one more month? You know, really be in relationship because ultimately it's about getting them the care they deserve and collecting for the treatment you're doing. So, yeah.
The Dental A Team (27:42.232)
You always have a nugget at the end. Thank you so much. Doctors, I hope you loved this. Take this information back to your team. Share this podcast with them. Team members, if you're listening to it you're like, actually, my doc needs to know what I'm doing, send it over to your doc. Let them listen to it. And you guys always, always, always reach out with any questions, any concerns. If you need help with the protocols or more ideas, hello.
Kristy (27:45.294)
Of course.
The Dental A Team (28:05.418)
At thegeneralateam.com, we are always, always, always open to sharing all of our information and getting those things over to you. Thank you all, and we'll catch you next time.
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Zijn er afleveringen die ontbreken?
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Kiera gives listeners 3 tactical tips on exactly how to find and put a stop to cash flow leaks and grow your practice exponentially.
Episode resources:
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Transcript:
Kiera Dent (00:00.824)
Hello, Dental A Team listeners. This is Kiera and welcome to today's show. You guys, I'm so excited to have you here. I absolutely love podcasting. I can honestly not believe that we have created as many podcasts as we have and thank you for being a part of this journey. So today, you guys, I wanted to just ask you that like, are you struggling with cashflow leaks in your practice? I think this is such a big hot topic for you that I cannot wait to go into it because honestly,
Every dollar leaking out of your practice is a dollar not reinvested into your growth. So really there's a few couple quick cashflow leaks that I see in tons of practices that I wanted to share with you. These small little changes, tweaks are going to add up to exponential amounts of cash in your practice just by stopping these small few cashflow leaks. We did a webinar on this the other day and it was super, super popular. So I thought I'd bring a few of those highlights over here to the podcast.
As always, you guys know we are the Dental A Team and our job is to help practices optimize profitability, increase their happiness and fulfillment and truly make teams and doctors get on the same page to be able to live the best life that they possibly can. That's what we're about, you guys. Honest to goodness, I do know that cash flow is the lifeblood of a practice and the way that we prevent these leaks and the way that we're able to grow our practices is by being great stewards over the businesses that we have. This is gonna be a short
actionable podcast for you. guys know I like tactical practical and I'm super happy you're here. If you're new to the show, welcome. I'm so glad you're here. If you've been an OG, which stands for original gangster, I used to think it was an oldie but goodie. I found out that that's not the case. If you're an OG, I'm so glad that you're here and that you've been on this journey with me. Please, please as always, leave a review if it's helpful for you and make sure that you're sharing this with friends because the reality is our goal is to positively impact the world.
in the greatest way possible. And the way we do that is through expert consulting for dentists and teams. So we are the Dr. Seuss of systems. We are the gurus of making practices, like truly be simple, living at profitable practice and making it simple. All right, are you ready for these three simple tips? I hope you are. Number one, I want you to, like I said, we just did this of how to stop these cashflow leaks. And what you wanna do is you wanna look at some numbers. So you wanna look at the last six months production.
Kiera Dent (02:18.902)
You want to look at the last six months collections. And then you also want to do your collection percentage per month and also your collection percentage over the last six months. The reason it's important for this is some months will actually have a lower collection percentage. That's okay. So for example, a lot of practices in December only worked 2 weeks. And so then you have to think that money rolls 30 days. And when it rolls 30 days, then what's going to happen is we're going to collect that money. So if in December we only did 50,000, then in January we did a hundred thousand.
Well, I only have 50,000 over here to collect to then be able to go into my 100,000. Well, that's going to be low collections. But over the course of the year, we should be averaging a 98 % collection amount. We also want look at our patient AR, our insurance AR, our adjustments, claims not sent to insurance, procedures not attached to insurance, P &L revenue matching collections, because a lot of times maybe we're not collecting even though it looks like we're collecting. So making sure money in the bank actually matches the money that's coming into the practice.
And then doing an overhead deep dive, are there things that we could cut, subscriptions we no longer need, things that we've been paying for forever, just like in personal finance, right? Like when you go look and you're like, my gosh, we're paying for all these subscriptions, we're not even using half of them, that's a cashflow leak. So a lot of common causes of cashflow leaks are going to be unnecessary adjustments in your practice, claims and procedures not sent to insurance. Literally this one report, have literally...
brought 50,000 into a practice in one simple report. So it's a huge, huge zone to take a look at. Over-the-counter collections, maybe those aren't up, they're not high enough. And then not having a good claim follow-up, insufficient AR follow-up. So claims are one thing, we're sending out those statements. And the other side is that we're actually looking at our AR, following up on those claims, making sure that they're not having denials, resubmits, those types of things, high expenses, and then not producing enough to cover our expenses. So.
A lot of these things come in tandem. And so I just wanted to walk you through a quick three things to do. So #1 I want you to really focus on tightening up that insurance and collections process. Like truly, truly, truly, how are we doing this? Because I brought in $1000s to a practice. There was an office I consulted in Oregon. We were able to take them from producing about a $100,000 to $150,000 by being in their practice one time. And in 30 days, they were up to that amount. People were like, Kiera, how did you do it? And I'm like, well, 1
Kiera Dent (04:37.1)
We've made the scheduling better and we presented full treatment. And 2 we were able to increase their collections simply by just collecting at the end of the appointment. And I know that sounds so like primary and so juvenile, but the reality is all of this is simple. It's very simple. And so I hope that you take this on and you realize that these are just simple things. So when we don't have a good insurance process and collection process, then what happens is we delay the money even further. Already with insurance as we're on a 30 day delay.
most of the time. You can actually be faster than that in practices. I have some offices that get paid in 2 weeks, but the reality is usually we're on a 30 day delay. So going back to our December example where we made 50,000, then we were produced 100,000, well, our collections are going to be down, but just think what if we actually are even further delayed? Well, that's going to send it down further and further and further. I've seen offices where in their over 90, they have tons and I'm talking millions sitting in their over 90. Well, that's very stressful because A,
that's money that should be collected. You did the work and B, if it gets too far out there, we actually can't collect from insurance. So what we wanna do is we wanna make sure that we're verifying the patient's insurance benefits before they come into the practice, make sure we have correct fee schedules attached so we're able to present correctly. Then we wanna make sure we're submitting claims within 24 hours at the most. I either like them submitted at the end of the day or the next day. Make sure all of our attachments, all of our narratives, all of our inter-orals, all of our x-rays are truly like attached correctly.
Clean claims out, clean claims in. Like we wanna make sure that we're paid and then make sure that we have an automated way to have like our balances collected once we get the insurance there. So we wanna be watching our insurance payments and we also wanna be watching our patient payments. So we wanna collect a time of service. So whatever their patient portion is, I strongly, strongly, strongly recommend that we collect at time of service. We're also watching for balances when patients are checking in that we're actually collecting at that time as well. So.
When they check in, if there's a balance, we collect right then and there. Also when we present treatment plans or when they're doing their treatment, we're collecting payment at that time as well. I understand they're not going to be perfect. I understand there's a lot of fear around this of, Kiera, what happens though if we misestimate? And I'm gonna say you become an amazing word ninja. I would much rather you collect rather than chase money. I think all of us would rather get paid rather than chasing our paychecks down the street. Same thing with patients. Once they're gone, there's no longer a need for them to be doing
Kiera Dent (07:00.35)
to paying for it. So I really, really, really, really, really encourage you to do this and then make sure that what we're doing is we're actually checking our insurance every single week. So we're checking and working those 30, 60, 90 day claims. We're making sure that we're working on the biggest balances first and then we're able to then chip away at it and collect. Patient portions, go call them. Please, please, please stop sending statements. Call those patients right now. Get them on the books. Make sure we're getting them taken care of.
That is one of the easiest ways to stop these cashflow leaks in your practice. So the goal is make sure great insurance verification is there, make sure we're submitting claims, and then make sure that we're actually speeding up our collection process by staying on top of it every single week, hitting those biggest balances. There's more in depth for it, but that's a quick highlight of what you can do. Step 2 is control our overhead and unnecessary expenses. So now we've talked about, we fixed the problem with hopefully collecting. We fixed the process of making sure that we're getting our payments faster.
And now we need to make sure we're looking at our overhead and the expenses to see what on there is unnecessary. Like I said, like all those subscriptions, I don't know how many times I see like in real life, we're paying for Netflix, we're paying for Hulu, we're paying for Amazon Prime, we're paying for all these different ones, but we're actually only using one or 2 of them. Could we cut some of those out? It doesn't change our quality of life, but it does change our bank account and small little things add up. I did a podcast on this, a little areas where you can find this in your overhead expenses.
But the reality is like, can you start to actually order your supplies through something like Synergy or Ordo, which are 2 great companies that are actually supply companies that do it in bulk to reduce, like you're getting the exact same product, but you're able to actually reduce the cost. Why not do that? Just asking questions like we're buying the same bread, let's get it for half off or pay full price. I'm gonna get it for half off. It's the same bread, same price, like same quality.
just different pricing because we're able to buy it through group pricing. So can we negotiate? Can we talk to our reps? Can we make sure? Also, can we set a supply budget for the person who's ordering? I like four to 5 % for supplies. You take your pick for ordering dental supplies. So last month we collected 100,000, 4,000 or 5,000 would be our supply budget. Give that budget on Excel tracker to your ordering team member and have them deduct down making sure they stay within budget.
Kiera Dent (09:16.856)
This way they're able to then assess and make sure we really are spending the appropriate amount. This gets them scrappy. They start looking for better deals, but it cuts those overhead expenses that are unnecessary for you. Can we also look for better lab deals? I know we love our lab person, but maybe there's a new lab that's come onto the scene that's just as good, if not better, but maybe not as high of pricing as our current labs. I'm not here to say cut dentistry for one second. I'm just saying kind of like car insurance, let's go look around and see. And I'm not saying that labs are equal. I understand that all labs are different.
and we wanna make sure we give our patients the highest quality. I'm just saying if you haven't looked for a while, let's see if we could get a different way to have a different lab fee for us. Can we negotiate other areas within like our subscriptions, looking to see what can we cut, going line by line by line to see are there extra expenses in there? I know like I pay for audible, but I switched over to Libby. Libby is great, I use a ton of it, I'm constantly on there. Do I still need my audible expense on the overhead?
Do we still need to be paying for the subscription? Like I know for us, we have a lot of subscriptions, a lot of softwares. Is there a software that we could get a discounted rate? What about our credit card processing fees? Could we maybe switch over to a company like Mula and maybe save on that? Honest to goodness, plug for Mula. If you're looking at credit card processors or you're questioning Mula, tell Mark from Mula that we sent you over there. Clients who I've recommended to Mula have loved it because they're cheaper.
They're more affordable, their rates are incredible, there's no contract, they're able to get their membership plans on it, they're saving money. Even that one or 2 % change on your credit card statement can radically increase the cashflow leaks in your practice. And then just like make sure that our payroll, like let's look at our human capital. I am not here to cut costs for payroll. I'm here to pay our team members insanely well, but let's make sure that can we re-utilize our human capital? Could we maybe outsource certain things that we don't need in-house?
What do we have? And let's just make sure that what we're doing and producing, we're adequately staffed, that we're adequately doing our jobs. And that if there's easier ways, like we've outsourced certain jobs for virtual assistants. And I know a lot of offices have done that and it's been great. It's been amazing. We've been able to benefit from it. You have opinions about that. I'm not here to tell you one way or another. I am here to say, maybe be open to the ideas around it, just to see what can we do. And so my call to action on tip number 2 for controlling overhead.
Kiera Dent (11:38.038)
and unnecessary expenses is go and do an expense audit and look to see what can we do to cut costs. Maybe there's nothing, but I promise you there's probably one, 2 or three things that you could actually change or adjust. I do this every single quarter. So when the quarter ends, the CPA sends me over a detailed P &L line by line by line. I'm looking at that to make sure that I'm actually staying in track. All right, step number three.
is I really want you to look at making sure that we're producing enough. So are we optimizing our schedule and are we producing enough? Because a lot of times cashflow leaks come from the insurance and the collections and the overhead, but maybe we need to also look at our scheduling to make sure we're productive on there. And we're also making sure that we're producing enough for our expenses. So what I like and what I prefer is 50 % for expenses is what your overhead should be, not including doctors.
So if we're producing 100,000, 50,000 should be our expenses. So trying to just get that into line for you. So now if I know my costs are 80,000, we'll just double that, we should be producing 160,000. So that's very loose math. Don't worry with our clients, I do this a lot more in depth. Not always can we get to 50 % in all states, but generally speaking, we're able to get there by doing a lot of these pieces. So now I'm gonna look at your schedule and see.
If we need to produce 160,000, A, do we have enough spots for new patients? B, do we have block scheduling in place to make sure that with the new patients, with the SRPs, with the perio maintenance, we're then able to produce what we need to produce for what we actually need to pay our practice. So if we need to produce 160,000, well, do we have enough blocks in there? And we figured out the puzzle pieces to make sure that we're actually able to produce that amount. And then when we do have cancellations or different things in there that we're
filling the schedule that we're doing the 15 minute quick fill that we're looking for little ways to optimize our schedule because a lot of times practices don't hit their overhead that they want to hit not because they don't have the space in their schedule but because they have so many open spaces. So what's your open time in your schedule? Let's look at that. Could we reduce that down? What are some different areas that we could really make this easier for you? And then making sure that we're actually hitting our goals consistently and we're working as a team for that. So.
Kiera Dent (13:50.828)
The reality is I have a lot of practices who do these things, not a lot, all of them. So as consultants, we're looking at what is your block schedule? How many new patients do we need to have? How many, can we optimize this? Let's look at your overhead month over month. Let's look at your collection percentages year over year. Let's make sure that we are actually collecting the amount that we need to. Let's look at the different items within. Let's track your KPIs monthly with you and look at all these expenses. I was on a call the other day and the doctor, we were like, gosh, their overheads high. And we looked.
We were spending a lot on marketing. We were spending a lot on supplies. so making these small little tweaks and changes are how we find the cashflow leaks. And I know you want this, maybe like ding, a little fairy godmother over here. Yes, I can do that as we're a one-on-one private consultant for you. But listening to the podcast, I want to encourage you to take these three steps on and to truly go and look at how is our collection process and what are we doing? Then I want you to look at your overhead and unnecessary expenses and then do an audit of your schedule to see
Hey, what adjustments could we make to make this actually be better? So these are some of the quick hits for you on the cashflow leaks that I know really can help you out and can grow your practice exponentially. This is what I'm passionate about if you can't tell. I love helping offices learn how to stop the cashflow leaks to be able to produce what they wanna produce and be able to provide the lifestyle that they want for themselves and for their team members. And it's through like little, little things like this. Consulting's nothing crazy or sexy.
The changes that we make in practices are usually so simple, but the simple things are not always easy. And so making sure you have an accountability buddy, someone who's gonna check in with you, someone who's gonna make sure you're doing this consistently, because consistency is key when it comes to these cashflow and overhead leaks. I'm so excited for you guys to try this. So if you want some help uncovering some cashflow leaks in your practice,
Just DM me or even go to our website, TheDentalATeam.com. We actually do a free practice assessment for offices where we look through to see what areas can we help you optimize your practice. So if that resonates with you, I'd love to chat with you. But truly you deserve to have the financial strength and the financial guidance that you truly want and deserve. And the reality is we're here for you. Denaliateam is here for you. We love and adore you. And I know that everything that you want that you are truly hoping to achieve.
Kiera Dent (16:10.368)
is going to be capable for you. So as always, thank you for listening and I'll catch you next time on the Dental A Team Podcast.
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Block scheduling can transform your productivity into profitability. Kiera makes the implementation as easy as 1, 2, 3:
Identify your practice's production goals.
Design your ideal block schedule.
Implement, train, and track.
Episode resources:
Sign up for Dental A-Team’s Virtual Summit 2025!
Subscribe to The Dental A-Team podcast
Schedule a Practice Assessment
Leave us a review
Transcript
kiera Dent (00:02.36)
Hello, Dental A Team listeners, this is Kiera. And today, I just really wanted to dive into, are you truly tired of missing production goals? Because if you are, block scheduling is honestly the secret to hitting them consistently with ease. And I know this is something that's talked about so often. So what I wanted to do is I wanted to break this down into three easy steps to make sure that you're able to do this with your team in a fun, effective, and just like overall amazing way for you.
Block scheduling can truly transform your productivity into profitability. And it's something as simple as doing a quick puzzle in your practice where we're able to add the pieces, have an incredible patient experience, incredible team experience, incredible doctor experience. And to me, that's a win-win-win. So for that, these three steps are going to really make it easy for you and your team to...
chunk this down into a tactical practical way. You guys, I'm Kiera Dent, owner and CEO of the Dental A Team, a consulting company where we are committed to not just understanding you, but actually being you. All of our consultants have worked in every position in the practice where we're able to understand what it's like to not be able to hit productivity goals, to schedule with no frustration, to have cancellations that are dropping off on us, to where we know what it's like to lose team members. All of those things are something that our Dental A Team
consultants are experts at and something that I'm really really proud of as a company because I know that when we understand you we're not just coming to you with theories and ideas but actual tips that have been proven, tried, consistent across hundreds of offices in all the states in multiple different countries to make sure that we're giving you guys efficiency that helps your team stay focused. So this is gonna be able to help you guys out and today it's gonna be short and actionable because I want you guys to able to take what we talk about and implement it today.
So step one is going to be identify your practices production goals. Now that what we got to do is we've got to look to see what did our practice produce last year and a healthy standard benchmark is that we want to actually be increasing a minimum of 10 % year over year. We also want to make sure that we've increased our fee schedules every single year and most practices go up about 5%. Now, if you're concerned about that with your fee for service patients or your out of pocket patients, I want to just remind you that this is standard across the board with most businesses to increase 5%.
Kiera Dent (02:14.402)
And if you wanna keep those preventative ones out, by all means go for it. I just wanna be able to remind you that by doing so, when we actually send our statements out to insurance and we bill out to insurance, it actually helps the insurance companies determine what the fee should be within our area. So I wanna make sure that we're not missing opportunities and possibly a membership plan could actually help our patients when we're concerned about those preventative services. So make sure that we know what we need to do for that 10 % growth.
make sure we understand how many days we're off in the practice. So I like to go through every single month. What are the vacations? What are the holidays? What are the times off? What are our high and low months across the board? I know for some pediatric practices, our certain months in the year are actually not great, but our summer months are incredible. I know for other areas based on where they are, they get a lot of snowfall in February. So February actually becomes a terrible month for them. There's also other offices where there's a notorious, suck timber or slam dunk September.
where we actually have a dip right after school gets back in session. So knowing those trends are actually gonna be able to know your practice's production goals to be able to hit them successfully. And while yes, this might take a little time for us to go through, map these things out, what it What it it does is it actually helps us go through and see what does our production need to be? How can we realistically hit it based on the days that we're working? What does each day need to be? What does each provider goal need to be for our doctors and our hygienists? And then we're able to actually bring all that information together.
and make a perfect puzzle for us. And then we start to place it into place. So when an office does this, usually I'm seeing a minimum of a 10 % increase, but oftentimes I'm seeing a 10, 20, 30, 40 % increase year over year. I've added multiple millions to practices and our consultants have done as well just by effective block scheduling where we're not increasing the new patients. We're not changing the hours that they're working. We're not adding more days for them to work. We're just being very consistent with how they actually schedule. And it's like I said, it's a puzzle.
I can put in five puzzle pieces of one type, or I can do five different puzzle pieces. Again, I put five puzzle pieces in same amount of time in a day, but I'm actually able to make a thousand dollars versus a $5,000 a day. It was crazy. had an office that I went into and I remember they had never been scheduled to 10, $10,000 in a day. And so when I went in and I showed them, here's how we can actually do 10,000, I scheduled them to 10,000 the next day. What was wild was the day I was there, they were producing 4,000.
Kiera Dent (04:35.778)
The next day I scheduled them to 10,000 showing them how to do this. And at the end of the $10,000 day, they looked at me high-fiving. We were out the door on time and they said, Kiera, that was actually easier than our day was yesterday when we only produced 4,000. And I said, it was just with blocks. It was just with us being strategic of where we put people as being intentional. And from there, we were actually able to be productive. So just helping you guys see, we've got to figure out what our specific production goals are before we restructure the schedule. That's step number one.
Step number two is design your ideal block schedule. Some doctors like to start early in the day with a crown. Some like to start later in the day with their crowns. Whatever it is, we need to design it of where do we actually want these to be? And I like high value, follow ups, zero dollar appointments. And instead of just saying a crown, I actually like to build a block schedule based on dollar amounts. Like I said, it's puzzle pieces. So that way if a crown or a quad of fills comes through, I know there are 1500 or a thousand, whatever it is, they're going into this block.
Blocks are held for us for 24 to 48 hours, pending upon your practice to make sure we're able to put the puzzle piece in that we want. We're able to actually map it out and we're able to then tell patients when they're coming up, hey, Dr. Smith likes to do crowns in the morning. I have an eight o'clock or a nine o'clock on Monday or Wednesday, which do you prefer? Now I'm not asking the patient, where do you wanna go? I'm literally asking the patient, this is what we do. This is where I can put you. This is how we do it. What works best for you?
We actually eliminate a lot of the excuses. We eliminate a lot of the frustration and we're directing and guiding the patient rather than trying to come back after they've told us they want a four o'clock when our doctor really doesn't do crowns at four o'clock. This is going to help you exponentially build the blocks. Also, I'm not putting implants and fillings next door to each other because that can get tricky. I'm not doing two crowns back to back where I can't see it. We're literally building a puzzle that our doctors can actually do. All of us get our lunches. All of us get out on time.
Doctors can get over to their hygiene exams. So I'm also then playing Sudoku across the board where I've got my doctor procedures, my new patients and my SRPs. Square up your SRPs and your implants. So that way the doctor can literally get the implant done and not have to go do the hygiene checks. It's a way for us to truly make a puzzle that's 80 to 90 % effective and efficient. So when we do that, that's step two of design our ideal block schedule and build that out. Now, the way I do this is I draft block schedules in Google Sheets.
Kiera Dent (06:58.242)
So in Excel, map it out of what the perfect amount is, put the dollar amounts there of what this is actually going to equate to for the day, and then figure out where my hygiene blocks need to be. I need to also figure out the number of new patients that we're seeing, the number of SRP and the number of perio maintenance blocks that I also need to add into my schedule to make sure I have enough hygiene hours to accommodate the patients that we have in there. So that's in how we're gonna draft this up. So that's gonna be what you'll need to do next is draft a block schedule template for your practice that will actually be effective.
And then step three is to implement it, train our team and track our progress. So what we do is we then go put it into place. I understand that hygiene is usually blocked out six months. And so that does take a little bit longer to get into place, but our doctors can get their blocks put in right away. And we need to train our team, put those blocks in, educate them of what do we do when a patient wants a four o'clock, but we only do crowns at two o'clock. And I want to just remind you that an ideal schedule for our doctor is an amazing schedule for our patients.
us being on time, us being happy as a team, us having our doctor fresh and prepped and ready to go is so much better for these patients than us like trying to shove them in because the reality is patients can adapt the schedule as long as we're using our words, which are free to be able to put our patients where we want them to go. So how do we do this? So we host a team meeting, we explain the block schedules, we assign a point person who's going to oversee and implement, and then we actually help them make sure of...
What happens when we put this in a block when we're not supposed to? What's the follow-up? And I really get offices to work on this for six weeks to two months where we are rock solid on this. And then we come back and we adjust it after that. So when I've done this, there was an office and they were producing about 2 million a year. We put in block schedule, like I said, no extra days, no extra time. So we went from 2 million up to 3.5 million simply by being effective with our time with block schedules. To me, that's a wild growth. We have gone
Exponentially, we've gone from 2 million to 3.5 just by putting these blocks in. were like, Kiera, patients are happier. Our team is happier. We're having our lunches on time. Our doctors are getting out on time. And to me, I just feel if those are the wins, then amazing, this is worth it. So for you getting your team excited about it, helping them see like, understand teams don't like change. Why do you think I love being the Dental A Team where we do this in a fun and effective way? I love to do this because I help teams see what's possible when it feels impossible.
Kiera Dent (09:18.488)
helping them see where we can create ease when there's chaos, helping them see how we can be more efficient rather than cumbersome. So the reality is block scheduling is going to change your life. It's going to help you be effectively productive. It's going to help you hit your goals with ease. One of my favorite quotes is by Walt Disney where he says that he was able to create predictable magic because of the systems behind the scenes. And so for you to be able to create predictable production with the systems behind the scenes of block scheduling to me is a gift that you can give yourself and your team this year.
So what I want you guys to know is this is going to honestly simplify your productivity and give you guys goals to be able to hit them with ease. You don't have to be perfect. We have those snow days. We have the slow summer days. We have the December that's only two weeks. We have all these different things put in so we know exactly what we need our blocks to be. And then we're able to hit our goals with ease and more consistency. I really don't love having success be happenstance where I'm like, will I get it or will I not? I like your success to be inevitable. And I believe that block scheduling is one of the greatest ways to do that.
So if you're interested, DMS or email us for a free block scheduling template, [email protected] And as always, you guys, this is how we're able to help you run a successful dental practice with ease. I don't believe that running a practice should be hard. I believe that this could be easy. And I want you just to ask yourself, what if it could be easy? How would you feel? How would your team feel? How would your patients feel? Because that can be a reality. This is what the Dental A Team does. And if that's helpful for you, reach out. [email protected] And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast.
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Kiera touches base with doctors on how the first quarter of 2025 has gone. Ask yourself:
Are we tracking key performance indicators?
How’s the team efficiency and morale looking?
Do we need to adjust and refocus our annual goals?
Episode resources:
Sign up for Dental A-Team’s Virtual Summit 2025!
Subscribe to The Dental A-Team podcast
Schedule a Practice Assessment
Leave us a review
Transcript
Kiera Dent (00:00.908)
Hello, Dental A Team listeners, this is Kiera, and I hope you're having just an incredible day. I hope life is incredible for you. And today, I just wanna highlight that Q1 is almost over. Can you believe it? We're almost a fourth of the way through 2025. And today, I wanted to ask you, are you on track for your best year yet? Because I wanna make sure that we break this down to ensure that you are thriving in 2025 and that success is predictable for you rather than just happenstance. So today, you guys, if we go through...
that reviewing our Q1 of what we did well, what we missed, how we can improve, are we on track, are we off track? This is gonna really be able to help you find the opportunities for growth to make sure that you are thriving in 2025. Today, I'm gonna break it down into three simple steps for you, tactical, practical, as always. You guys know I'm Kiera Dent, owner and CEO of Dental A Team, where we are a consulting company founded upon making your life easy, more fun, and more fulfilled.
We do that through you as a person. We also do that through making sure you're profitable. Let's cut the stress. Let's make sure you're profitable. Aiming for at least 20 to 30 % true profit, post everything else. And then we also do it with system and team engagement and top to bottom systems for your team to thrive. Truly, it's what we're about. We love working with teams. We love working with dentists. Our consultants are experts in the field. They have been in every single position in the practice, making sure that your life is easy.
fun and that you feel like you have someone in your court with you that has the answers for you, has the solutions for you, and ensure that you are successful and profitable. So today, you guys, we are going to go through this. is going to be a concise action packed episode. cannot wait. So let's dive in. Step number one to make sure you are on track through Q1 is I want you to actually go back through and assess how do we do based on our metrics this year. If you are not tracking KPIs, key performance indicators, today is a great day to start that.
Your team should be tracking. We should be able to look at Q1 and see where were we on track, where were we off track, why were we off track and what's going forward. I love to be doing this every single week and then really assessing every single month. If you haven't gone to do that, rock on. It's the time to do it. You still have three quarters left. Let's make sure that you're super successful for that. So things that I like to look at are production, collections, new patients, case acceptance. We wanna make sure we've got our hygiene reappointment. What's our hygiene percentage?
Kiera Dent (02:16.354)
We wanna make sure we're looking, those are like the main key things. And then I really always dig into profitability. I, like I said, we aim for our offices to be at a 20 to 30 % profit margin, post paying their doctors. I like you to have free cashflow in there. And so really looking at that, but also if we can dig into the nitty gritties of how's our AR, how are our cases coming across? What are we presenting? What are we closing? How is our hygiene team producing? How are we doing with our new patient count? Are we getting those raving fan referrals?
And if not, what's the one area that we're gonna highlight or two or three in Q2 to make sure that we actually get on track. Also, we look at our annual goal, which I hope that you have said, because it gives us kind of the benchmarks. To me, these are like the mile markers. Q1 is a mile marker, Q2 is a mile marker, Q3 is a mile marker. To make sure in Q4, we actually hit where we were trying to go, we are at mile marker one of the year. Where are we at? What needs to be adjusted to make sure by Q4, we actually crush our goals and we do it with ease.
Did we maybe get hit with some snow? Did we maybe get hit with some sick days? What was it? Let's not make excuses. Let's learn from it and project and move forward. So right now I want you all to block out 30 minutes this week to go look through Q1 metrics and compare them to where we wanna be by the end of the year. I recommend doctors and office managers do this. Go and look at it separately and then come together collectively. You can also do this with your leadership team. It's a really great time for you to block that time out right now and make sure you're on track. All right, step number two.
evaluate our team's efficiency and morale. Why? Why? because if we don't have a team that's synergistic, we actually are not able to have long-term success. Think about when we watch sports. mean, hello, March Madness. Hello, football season. Hello, all of them. You can tell teams that are synergistic and working well together, and you can tell teams that aren't. And something that's really paramount in team synergy is can we tell each other when we're off track and not have it be eggshells? I really love the book, Five Dysfunctions by Patrick Lenziani.
It's really a great way for you to see your team health. There's also difficult conversations don't have to be hard. There's ways that we can, crucial conversations if we're struggling with this, but really how do we actually do this? And are we checking in one-on-one monthly with each of our team members and getting honest feedback? Are we celebrating the wins and acknowledging the shortcomings? Are we looking for support and training that we need to have? Where are we at? But this is something that's so important to have really truly team efficiency and morale, because if we're not operating as a strong team,
Kiera Dent (04:40.942)
we're not gonna make it to the finish line. And so having that like true focus right now on it is going to honestly be able to help you all truly flourish and thrive in 2025. All right, step three, I want you to adjust and refocus our annual goals. Looking at where we are, where we need to go, what do we need to be changing or adjusting to make sure that we're there? We might need to adjust right now. We might need to say like, we gotta be a little more flexible here.
This is something we didn't plan for. Maybe we lost an associate. Maybe we lost a hygienist. Maybe we lost an office manager. Some of those things, if they're out of our control and they truly will impact us, we do need to adjust. If we lost a provider, we've got to adjust those goals. Otherwise, we're chasing a dream that we can't quite get. And so I don't like to create excuses, but I also want to make sure that we have flexibility within the rigidity. So we've got the strong goals that we've set. We also have the flexibility of if life happens, we're not making excuses.
but we're actually coming to the table. So what do we actually need to do? Where are we at? What are the top priorities that we did really well in Q1? And what do we need to be setting up for Q2? I love the model of traction by Gina Wickman. This is something we work with a lot of our offices on. It's what we were building within our in-person community where we really are helping you assess your business every single quarter, just these simple three points. We have a deeper dive that we do within our teams to make sure that we're...
quickly adjusting, but not adjusting too quickly that we're able to give them the momentum and the traction that our teams need. So for this, like I said, we need to assess where we are, take 30 minutes and look to see where we are, what did we do well in Q1, where are we off track that we need to get back on track? Two, look at our team efficiency. How are we working together as a team and what do we need to change? And then three, adjust and refocus our goals to make sure moving into Q2 that we are actually set up for success.
I love this, so I want you to revisit your annual goals, break them into Q2 action steps. Like I said, I love to do it in traction. I love to do this with our offices. It's something very fun and fulfilling for me. We do it as a team. We have a coach that comes and meets our leadership team. We break it down to our departments and make it really easy. So three steps, you've got them. You know where we need to set the time aside now. Wherever you are on the journey, high five. This is where we are. We got here. And this is also, if there was a hard quarter, Tony Robbins is one of my favorites.
Kiera Dent (06:59.574)
And he says, if it's a hard quarter, something that's just really beaten us down, we just look at that and say, well, hello, we finally have a worthy opponent. If we're riding high, we're doing everything, we're on such a good roll. Amazing, ride that high, ride that wave because a worthy opponent will show up at some point. We do not fall apart, we do not break down. We look at it, we face it, we figure it out, and we rise again with a true plan.
You guys, it's truly so important for you to assess where we at. We have three more quarters. Let's make them the best quarters. Let's make sure you're thriving in 2025. I am happy to share with you a Q1 checklist, whatever we can do for you. DM us, email us, [email protected] You guys, please subscribe. We have newsletters every single week that come out to you. So if you want, head on over to our website, TheDentalATeam.com for more dental leadership insights.
Dental A Team is truly committed to you thriving in 2025. And if you're like, Hey, I could really benefit from one-on-one of having someone there with me benefiting from a community that started to support you having a structure that, that air quotes forces, but we really do. hold you accountable to it to make sure you're deep diving on your business. Reach out. This is what we do. [email protected] as always. Thanks for listening. I'll catch you next time on the Dental A Team podcast.
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Tiff and Britt discuss how a practice that was upside down financially picked through their systems with a fine-toothed comb to find success — and how you and your team can avoid this scenario.
Episode resources:
Sign up for Dental A-Team’s Virtual Summit 2025!
Subscribe to The Dental A-Team podcast
Schedule a Practice Assessment
Leave us a review
Transcript:
The Dental A Team (00:02.146)
Hello, Dental A Team listeners. We are back again. I kept Britt today. If you've listened to the other one, that it was a beautiful Friday morning. It's still a beautiful Friday morning. I made her stick around so I could do even more with her today on this podcasting adventure. I know you guys love hearing from Britt and I love chatting with her. So Britt, welcome. Welcome. How was your day? We're rolling into the weekend.
How much fun are you excited to have? You're feeling better, you were sick, you caught what everybody else has had, and I think you get a true weekend, right?
Britt (00:29.812)
everyone.
This weekend should be better than last weekend. Let's just say that. And it is gorgeous out here. So I mean, I might have been slightly annoyed at the birds chirping and I'm like, really? Like waking me up? That's what you're going to be annoyed about. Get over it. It's a nice day outside.
The Dental A Team (00:47.151)
Oh my gosh, okay, Cinderella. I love that. I love that. It is like, it's a week. I keep thinking, gosh, it's like unseasonably warm and like it's not, it's supposed to be 85 degrees next week, FYI, but this time of year, last year was cold. That was the abnormality. This is actually normal for Phoenix. So I keep having to remind myself of that because it is warm, but the birds are chirping. The dogs are barking across the street.
Britt (00:49.486)
I know.
The Dental A Team (01:14.987)
There's people walking by and they they get angry. It's all here and we're here for it. And so if you hear the birds, you hear the cats, you hear the dogs, just know we are a company that fully encompasses the animals. We love them and they're here with us today. So I love it. Well, today's content I'm actually really excited about. wanted to I wanted to take like an excerpt from
Britt (01:28.136)
you
The Dental A Team (01:41.68)
practice that I've worked a ton with over the last few years. are near and dear to my heart. Some of my favorite human beings in the whole world. Trish was on a call with me with them, consultant Trish, and she just, she texts me on the side. She's like, he is the sweetest man. I'm like, he really, really is. They are just such a sweet, sweet human and individuals, but I've taken some journeys with them financially. And with a lot of their, their team members and doctors and stuff. And I wanted to kind of
highlight a piece that we found that I don't think I even like always thought about. And I think those are the spaces that I actually love about consulting is one, a challenge. I always love a challenge and decided like we're doing a steps challenge. I'm like, I'm to win. Like I was already doing it, but now I'm like, I'm for sure doing it. So you challenge me and it's going to work.
Britt (02:28.029)
We're going to
Britt (02:34.419)
Game on.
The Dental A Team (02:35.088)
It is, it is. It works every time. Ask Kira, she says it, she screams it from the mountaintops. It really does work, I don't know why. So I love a challenge, I love learning, and I really love when it's like, oh my gosh, that was so obscure from the normal, and it's so cool to see what we were able to create and figure out. And we all know at this point in the game that we need 98 % collections across the board.
And we all know it's not always that way. And doctors, I really wanted to bring you this information and this story, right? Storytelling time. This story from something that I've witnessed, experienced and worked through because I want you guys to be able to take some tools back to your own practices and implement some things that are actually really easy that not everyone is always doing. So, Britt, you're here with me for this journey and I'm excited because it brings in some of those business pieces.
that I know we love chatting about. So we're gonna chat through some of it and then I wanna bring in your brain on like, how can we implement these things in every single practice? So biggest space walking in to this practice was their overhead. Like their overhead was out of control and they were making massive production for a single doctor to hygiene. They're at like 140 to 160 consistently. And their hygiene department, let's do through some like,
digging, right? I find their hygiene department is like 11 to 15 percent of their production. So this doctor is exhausted. He is just like not able to sleep at night because he's stressed. He's working really hard and their overhead is really high, like almost 80 percent when we started working together, almost 80 percent overhead. You guys, that's before paying him. That's before paying loans. And so they actually had to take loans out.
Britt (04:07.923)
Yeah.
The Dental A Team (04:30.884)
to pay bills and pay loans, like this giant cycle, right? This just upside down, stressed mess. And he could not figure it out because production wise, right? He should be okay. But his overhead's almost 80 % and his doing calculations, right? And then like collections is like all over the place. One month, it's like 103%, one month it's 87%.
Then it's like 92 and it's just like jumping all over the place. Like what the heck is going on in this practice? Like the production is fairly consistent, right? But the collections is inconsistent and the overhead is consistently high. So from, I think from many people's standpoint, the number one thing you do, right? I had a doctor yesterday that I was talking to and he's like not as profitable as he wants to be and
I get it and we can make him more profitable working on it, but he's like, okay, so I need to produce more. And I'm like, whoa, whoa, whoa, you can't always outproduce the problem, right? And this practice is like that to a T because they are producing really well, but their overhead is still really high. And their collections, again, like they're collecting something, but it's just all over the place. So we had to like really do some...
weird tricks in my opinion. was just like, all right, we're gonna, we're gonna just dig in. We're gonna dive in. We're gonna figure some stuff out. So Brett, what we found one pre collections, right? love pre collects you guys. love pre collects, but what pre collects will do is inflate your collections. And so doctors implement pre collections, a hundred percent implement pre collections. But if you're going to implement when you implement pre collections,
Britt (06:19.931)
Laughter
The Dental A Team (06:21.144)
you have to pre-collect every time, right? So what they were doing is they were pre-collecting on large cases. They were doing full-mouth, like, large cases inconsistently. So they'd have two $50,000 cases in a month pre-collect that's, it's scheduled for next month, right? So they pre-collect for those two cases in January.
They do the cases in February and they don't schedule any cases for March. So then, Britt, what happened to February? Then we've got 103 % collections over here in January and then February is 87 % because we did the production and we didn't pre-collect for new surgeries.
Britt (07:05.713)
your collections are ahead of your production because you're ahead of time, a month ahead of time even.
The Dental A Team (07:08.795)
Yes.
a month ahead of time. And they were so upside down financially that the pre-collects were being used to pay bills. And so they'd pay down, they'd even pay down their loan that they got to pay bills. And then they'd have a low collections month and they'd have to use the loan, which I think personally, all of us have probably been in that situation in our personal lives at one point or another.
Britt (07:22.851)
Mmm.
The Dental A Team (07:39.046)
And it's always interesting to me the parallels there, because we like to think of business and personal finances so differently, but they are parallel. guys, money is money, business is business, life is life. But anyways, so then we figured out, okay, let's start pulling this money. So you pre-collect, you pull it, and you put it in a different bank account. So we started building their buckets, right? Their profit first style buckets without doing real profit first, because we couldn't. So we're...
Britt (07:41.651)
you
Britt (08:05.099)
Yeah.
The Dental A Team (08:07.868)
pulling this money, planning for it, right? We're prepping for profit first. So we've got these buckets and I've got them starting to pull for lab because they were getting heat up, like, honestly, sometimes it was like 20 % lab bills. So we had to pull aside all this stuff and it was so fantastic to see the money moving in the right directions because it cleared things out of the way. And then we would like add it back in.
Britt (08:08.101)
of
The Dental A Team (08:35.6)
the month that we needed it, blah, blah, blah. So we were doing this like money moving, but the biggest piece of all that was like, okay, you guys level out your pre collects. You're going to be fine. Make sure you move the money. Make sure you've got the lab bills, lab expenses covered in a different account. The biggest piece of all Britt that blew my mind and the team found it. The team found it on their own as we're moving this money around. They're like separating it on my KPI sheet. have for them. So I'm like, okay, this is your collections.
This was your pre-collect. So this is your true collections. Your pre-collect were, that's gone. That's for next month. That's next month's money. This is your true collections. Their true collections tanked. And they're like, well, Tiff, we're actually, I'm seeing we're not actually collecting a lot over the counter. Like, well, that doesn't make any sense. What do mean you're not collecting? Like, so then collect, like get the money. And they said, well, everyone has credits on their accounts.
Britt (09:09.552)
Thank
The Dental A Team (09:34.066)
They found it. So the previous billing manager and treatment coordinator and front office total wasn't putting information into the system correctly or at all, right? They didn't have the insurance fee schedules in there. So we had already worked through a lot of that, right? The fee schedules, making sure all the insurance, making sure what goes out was correct because it was incorrect. That was already been, we've been solving that. But what
happened is she was guesstimating off of UCR, taking like 20 % ish off of UCR for treatment plans and collect over collecting for patients. then when insurance, which is great, I'd rather over collect than under collect. If you're going to pay attention to your credits and give credits back. We were not paying attention to the credits. And so Britt, all of these patients just like
Britt (10:17.875)
huh.
Britt (10:22.393)
Yes.
The Dental A Team (10:30.932)
thousands and thousands and thousands of dollars in credits of patients who were coming in. We had the treatment, we had the production, but we had already had the collection. So this is where it's like, truth be told, you cannot out-produce your overhead. Because if you produce and you've got $100,000 in collection or in credits, right? All of these patients are coming in for fillings and it's like a $56 copay, they've got $300 credit.
working away on on their account. So the money's already been there. The money's already paid the bills. They had to then on our KPI, I'm like, okay, well, we're going to do another column. Next column is like, how many patients, what was the amount of credits that you use today so that if we had collected it, I need to see from a financial standpoint, I need to be able to see if we had collected it, could, would our overhead be okay? Is the overhead issue because we can't collect that money or is it because we
Britt (11:10.318)
Yeah.
The Dental A Team (11:29.616)
need to produce and collect more. So it was so hard to like see all of the pieces because there was so much chaos in the accounts that was so like hard to find. did an incredible job keying into tip. think it's the credits and I was like, my gosh, you just blew my mind, right? Like I didn't even think of this. I thought for sure the pre collects, like let's level those out. Let's always pre collect on everything. We changed that model.
Britt (11:44.945)
Yeah. Yeah.
The Dental A Team (11:56.072)
but that was only adding now to the credits. So it was like, holy cow, but it was really cool, Brett, to be able to see that's one layer that I think a lot of practices and a lot of practice owners forget to look at, right? We look at our AR, we look at our production, our collections, our new patients. We never really truly look at our credits. And these credits had our overhead at like 80 % and our collections was literally like,
Britt (11:58.928)
Yeah.
The Dental A Team (12:24.18)
87 to 95 on a really like good month of no surgeries pre-scheduled. So it was wild to see, but then once we started accounting for that, it took about a year to really truly get through all of those credits or most of those credits that were coming in. So it took about a year, but being able to visually see on the overhead spreadsheets, on the KPIs, all of the money and where it was going, what it was allocated to helped them to be able to see
where they needed to move money to, pull money to, what needed to be done. He could project like, how long do I have to work this hard? Because he's got to produce as much as he can to get through the credits, plus get some collections in. So he truly had to just work his tail off for this year to really dial back some of those issues. But it was really fun to see, okay, these are all of the spaces that you've got to make sure you're paying attention to.
especially because, I think we've all experienced this. I mean, I did in practice too. I'm like, the billing rep has got it, right? So many owner doctors, that's, you want to be able to, and I'm not saying you can't trust, right? But human error is a thing and we don't always know what we don't know. And I think that this gal just didn't know how to do it any other way. So she was doing it the best she could and honestly, like more money, the better. So if you're going to, I want you to collect more.
if that's an opportunity, but we have to be able to give it back. Like we have to be able to watch those. So I'd rather over collect than have to track somebody down for a bill. Right. I totally agree with that theory, but if we're not watching it though, like it's wild. So Britt from business standpoint, right. We've got all of these moving pieces, like from a business standpoint, if this doctor or a doctor who might be in a similar situation, right. They're like nearing
Britt (14:03.431)
Agreed.
The Dental A Team (14:20.792)
what they thought was going to be retirement, right? They thought they were getting there. Now their business is like spiraling. I mean, I did, you know, I did my digging. We did it. We got through it. It took a while. The next year, like we decreased their overhead by 10 % in that year. The next year, we decreased it again, almost another 10%. Like they're down to like 55 to 60 % overhead. At this point, they're freaking
Swim and they're doing fantastic. Their team is doing great. They're able to do great things with their team and with their family. So we did it. But from a business standpoint, we had to get a lot of help in there, a lot of CPA and financial advisors and things. But from your perspective, just on the outside hearing that, what would you tackle or what would you tell a doctor? Implement this right now so that you know if these things are happening. Like how would a doctor
from your standpoint, and if you were, I'm the doctor and you're the consultant, what would you tell me to be watching and be prepped for so that I don't fall into a situation like that?
Britt (15:20.657)
laughter
Britt (15:28.113)
Yeah, and number one, think this is like one of great scenario tips. Like these are the things that consultants love puzzles. So like this is one of those that it's like, there's something, I know it is, we're gonna find it, but we gotta figure out what exactly is happening in a scenario. And this is, think, one example of sometimes situations that doctors can find themselves in where it's like, okay, shoot, we figured something out and yeah, that's
The Dental A Team (15:37.048)
Mm-hmm.
Britt (15:58.128)
sucks. It's crappy, right? And we lived the high life for a while, but we spent money that really wasn't our stuff for a little while. So now we've got to work through this in between period and get it filled a squeeze because it's like, all right, we are now collecting the more accurate amount and we're using up these credits. So that is why our cash flow is struggling big time right now. And so I think what I would tell doctors from that end is
The Dental A Team (15:59.362)
Yeah. Yeah.
The Dental A Team (16:06.604)
Yeah.
The Dental A Team (16:19.801)
Listen.
Britt (16:25.683)
I think you've got to watch all the pieces and the real numbers. think a lot of times, right, especially with credits, like, it's like the, the like thing we don't talk about. It's like the terrible awful that it's like, man, we're just going to be like, we know it's over there, but we're just going to kind of ignore that it exists unless someone asks about it. then we'll look at it. And the better way to do it to avoid
The Dental A Team (16:45.069)
Yup.
Britt (16:50.887)
pitfalls like this is of course watch it like there's always going to be some over there yes and have a process for handling your credits to where One credit should always be audited before we're refunding make sure it's actually due to that patient before we refund it because that's also a scenario I've seen where it hits us on the cash flow side if we just refund and Sometimes there's an arrow error and it's not actually theirs. So I think watching your credits
Having a process for how we handle credits for a couple of reasons, cashflow reasons, and also know the laws of your state, like fun surprise if you don't know already. Each state treasury has laws on credits and how those should be handled. So make yourself aware of those and then create your system to meet your clients with it. And with that, it's usually great by x.
date, like if it's a credit higher than X amount, you have to like do your part to try to notify that patient. And then sometimes once it gets old enough, you've got to pay that to treasury like fun fact, also go look up your name to see if you've got any credits sitting out there that I do back to you. And like that's the proper way to go through it. So have a system for it. And I think don't be afraid of refunds. Yes, we always want to try to schedule appointments, get treatment time.
The Dental A Team (17:57.498)
So.
Britt (18:11.367)
Get them to use it. Like that is my ultimate goal is get them to use it in the office. But if not, make sure you've got a process because then it's more digestible amounts to refund instead of like big amounts that hit you when they're surprises. Surprises aren't fun. So as much as we can avoid surprises, let's do it and have a process for it. Now, if you're in a scenario like this doctor was where there's a lot of sitting out there, strategize how we can handle that. Cause we can't just go refund a hundred thousand dollars all at once.
The Dental A Team (18:12.942)
Go.
The Dental A Team (18:21.336)
Mm-hmm.
Britt (18:40.933)
So come up with a plan that's manageable that you can handle with your cashflow that you have to be able to work on getting that into a good place. And that's a lot of times with these things. takes, usually things take at least six months in a dental office, right? Big things like this, it's usually at least six months to put an FX into play, if not a year. So know that sometimes when you find these things are right, we start to put the fixes into play and then we start to clean up what's been there and it can take a little bit of time.
The Dental A Team (18:41.046)
Okay.
The Dental A Team (18:55.864)
Mm-hmm.
The Dental A Team (19:10.16)
Yeah, I agree. love all that. think I love the tertiary comments. I totally go figure it out guys. And most practices I think on that note will give like, well, I know for me when I was office manager of my practice, I had like a certain amount that was allocated every month for refunds. So I'd have 3000 or 5000 or whatever it was that was like, okay, this is what I have allocated that I can give back as refunds this month and the next.
Britt (19:16.411)
No.
The Dental A Team (19:36.078)
If another one came in, was like, cool, I'm gonna hit it next week, because it's next month or whatever that was, like that'll go into next month. So make sure you do have that solid plan. And I love all of that and make sure you're looking at it. I think that's the biggest piece here that Britt's highlighted. Just make sure you're pulling those. I think production collections, new patients, like those are making sure we're thriving. Your active patient count, we talk about those all the time. Those are the ones that like, yes, let's make sure we're thriving. Our AR, our insurance AR and our patient AR, so it's outstanding money.
But that AR can get super skewed, you guys, if you've got money sitting over in credits, because your AR total, usually, unless you click the little button that says not including credits, will deduct the credits from the total. So your AR might say, like, our total AR is $68,000, and you're like, I'm freaking killing it, right? And you could be, and that's totally fair. But make sure it's not deducting $50,000 of credits sitting over there.
Britt (20:27.059)
You
The Dental A Team (20:32.847)
that need to be addressed as well. I want you to...
Britt (20:35.155)
which is a good point if I think on knowing how your system does things. And that's why sometimes it's not as easy to see. I've even seen some where it's allocation issues, right? And skew things a little bit as well. So yeah, good point on knowing how your system accounts for things.
The Dental A Team (20:38.629)
Yeah.
The Dental A Team (20:45.125)
Mm-hmm.
The Dental A Team (20:51.453)
Yeah, yeah, I've done it myself, like not clicked that little button and been like, oh, we're good this month. And then I'm like, wait, where are all these credits coming in from? As an as a manager, these are all things that I had to learn. Because again, you guys, unless you have a professional by your side, there's not a really great like go to school to be a dental, you know, professional like dentistry dentist, hygienist, dental assisting schools. I'll add those in there.
Britt (21:18.122)
Yeah.
The Dental A Team (21:19.405)
haphazardly adding those in there, right? There's not a place for the front office, really, unless you have a coach or a consultant or someone who is able to train them on the things that we've learned across the board, across learning all of the things. There's business classes that a lot of us have taken. Britt's got freaking so much, so many beautiful degrees behind her name. Like, there's so much that can come from that, but there's so much that can be missed because we're literally just learning from the person who was in front of us and we're teaching ourselves. So just make sure.
Britt (21:37.572)
Yeah.
The Dental A Team (21:49.37)
You know your stuff, you know how your system works, you know what your numbers mean. And if you have any doubts or suspicions or you're just like, gosh, I just want to make sure we're doing the best that we can reach out. You guys were here for it, whether you're a future client or you're like, I just need free information. Like you guys, we built this company on serving the dental community in the best ways we possibly can. And we will stay true to that. So reach out any questions you have. [email protected]
I'm gonna put this caveat in there. We're not super pros at your dental software, but we can help you find the information and we can tell you what you should be looking for and what the stats should be. So reach out, you guys. Number one piece of information today, your number one to do, go figure out what your actual numbers are and figure out how your system is reporting them. Add them into your conversations with your office manager, your KPI reports, making sure that you're looking at those monthly, okay? Britt.
Thank you so much for taking this journey with me today. I love this. I told you like every time I'm like, okay, I'm gearing up. We're gonna figure this out. And it's just so much fun. I have so much fun with all with all of Dental A Teams clients in general. We have some of the most amazing people who partner up with us and team up with us. But I am partial to my clients. You know, I do. I have some incredible people that I get to talk to every single day. So.
Britt (22:47.027)
There's a fun one.
The Dental A Team (23:10.995)
Thank you for taking the journey with me. [email protected] you guys for any information. TheDentalATeam.com there's all kinds of stuff on there. There's all kinds of free resources and you guys we do these fun practice assessments where we really help dial in on areas that you should be focused in on. These are free free information. It's a free what I think hour with our team. So I don't know why you wouldn't sign up for that. If you're a client you guys just text your consultant. I promise you they'll hop on a call so.
That's that. Leave us a five star review. can't wait to hear how much value you took from today's conversation. Britt, thank you so much for giving me your time today. It means a lot to me. And everyone will catch you next time.
-
Kiera walks listeners through five steps to understanding a profit and loss statement:
Know the structure
Follow the revenue streams
Track your spending
Calculate the ratios
Set financial goals
Episode resources:
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Transcript
Kiera Dent (00:03.726)
Hello, Dental A Team listeners. This is Kiera. And today I just wanted to empower you with, if you're in the boat of struggling to understand your P &L, struggling to understand how to truly master your dental finances, you're not alone. This is common. This is what I'm obsessed with helping dental practices truly understand. And today I want to break it down into five simple steps to give you clarity, control, to really be able to understand your dental practice finances. So today,
I just wanted to let you know that when you understand your PNL, which is a profit and loss statement, it helps you just be able to know which metrics to move to understand how can I actually create better decisions to feel more empowered with my numbers. And so I want you just to know that there's five simple steps that I've learned that I wanted to bring to you to really help you understand this and to this year maybe embody the identity of I am a.
money master or I am a finance master or whatever it is where you really take control because at Dental A Team when we consult our practices we have hundreds of offices and we work virtually we work in person we work one-on-one we work group style but I found that like one of the biggest stressors for dentists is not understanding like how does the money work we understand the dental we don't understand the team per se front office is like I don't know but it's really like where is my money and how do I actually make my money work for me
And so understanding that, what does it mean to be profitable? We have overhead calculators, we have profitability scorecards for you that I really love helping our clients with. But really it's like, let me just break it down into the nuts and bolts. I am not a CPA. I will have that disclaimer out there. I just am going to break it down of like, how do I become a financial master? So today let's break it down into step one is understand the structure of your PNL. So a PNL is broken down into basically like our, our revenue, so our collections, and then our expenses from there.
and then that breaks it down into profit. Now, something that always gets a little funny is debt services. And if we've got loans or student loans or practice loans, sometimes those are associated with our P &L, other times they're not. And what we really care about as owners is cash, right? We want the cashflow, we wanna understand where that's at. And so if you understand that it's broken down into this where we've got money coming in, so those are our collections, we need to make sure our collections sit at 98%. So we produce, we collect money.
Kiera Dent (02:21.654)
those collections and then we spend money of our expenses. So payroll, rent, utilities, supplies, all of that paying you as a doctor as well. And then from there we have what's called our profit. And then after that we have our debt services and then that's our cashflow, but also cashflow then there's taxes that come out of it. And I think when you understand that instead of it being like, I don't have any money. We just understand that this is where it goes. And so if we're not tracked, if we're not tracking it, what happens is we're spending money.
We're spending more than we need. Like I had an office and they weren't tracking their supply spend. And so what happened is they were spending about 30,000 a month in one location. They're spending about $5,000 a month in another location. There's a discrepancy, but they didn't even realize that they were having this discrepancy until we started looking at their PNL. So once you start to monitor it, then we can actually get our supplies into more of like a 4 % of total collection. So if we're collecting a hundred thousand, 4 % of that would be $4,000. That's what we're allowed to spend for that month on supplies.
Well, now we have the budget. Now we can get it in alignment. We can actually track it and lean it down. Another officer looking at their P &Ls are doing it. They were at an 85 % overhead at the beginning of the year. By the end of the year, they were coming in at a 53 % overhead. So to me, it's just a math equation. One plus one equals two. How do we, we have money coming in, subtract the things we spend. We have profit leftover from there. We have our debt services and our tax that gives us our true cash at the end of it. So then number two is we got to focus on
What are the ways that we actually bring production and collections to the practice case? We've got our PNL. We understand how that's broken down. I also want you to know there's a chart of accounts that you can change that up. But step number two is we've got to focus on the revenue streams or the production of how do we actually get money on the books to be able to collect that? Are we being profitable in that zone? So there's different ways that we do this. So like hygiene, restorative, ortho, cosmetic, like different ways that we do it. And some offices actually like to track this and break it down. And you can actually put this on your PNL.
You can literally put down how much production has come from restorative, how much production comes from hygiene, how much production comes from ortho, and then you can break down the collections that we have from that as well. So this is something really awesome to see how much of my practice is hygiene, how much of my practice is on implants or all on fours, how much of my practice is ortho. I have a pediatric practice and they really love to track their ortho amount of it because they want to see how much of their practice is truly ortho. Do we need to spend more marketing money there or do we not? This really helps you be able to see
Kiera Dent (04:45.64)
What services should we continue? Which ones are the highest revenue? Do we need to change our fees on it? Do we need to look at different ways to break this down? It's really, really, really fun. And so then I can look at what promos we put in the practice. Where do I put my blocks? What block scheduling do I need to have more of? What marketing do I need to spend to make sure we're getting the correct revenue or production streams of the correct patients? We're treatment planning it. We look at our treatment tracker to see, are we actually bringing this in? We can actually increase profitability without needing more patients if we follow this. So
A quick action item on that is maybe talking to your CPA about breaking down your revenue by services of what's coming into the practice to see where most of your income is actually coming from in the practice. Super enlightening when you start to look at this. Step three is now going to be looking at what we're spending. OK. And on the chart of accounts, if it's not broken down, you can ask your CPA to break it down. I've mentioned on prior podcasts that we were spending about fifteen thousand dollars on hiring once upon a time, but I didn't even know that's how much I was spending.
This last year, they had all of my marketing lumped into one. So I actually asked them to break it out. How much am I spending on the website? How much am I spending on events? How much am I spending on our ads that we're running? All these different little pieces, because I wanted to get more granular and understand where are the dollars going and what, if I spend a dollar, it coming back to me and what is it? So thanks for you on looking at your expenses. We usually have payroll, we have rent, we have supplies, we have labs, other things. We have our marketing, CE, consulting. We're going to want to look at
Maybe you have our associate doctors on there, but what are these different pieces and payroll? Oftentimes it's all the fringe benefits that go on to it as well. So making sure are the additional pieces of like our 401ks and our health benefits. What is all that going? Cause that does go into payroll. What's our payroll tax on that employee? Gosh, that was a fun day when I learned like what? So this also just helps you look at it. And then what we want to do is we want to look to see, there ways that we can cut costs? So going back to that example of cutting supplies,
Well, this office was just ordering through one supplier. There's companies like Ordo or Synergy or different group buying areas where you can still go through your same preferred vendor, but we can just get it on a discount rate. So for example, kind of like using Costco, like I can go and buy my, I thought Costco was ridiculous on their rotisserie chickens. Like they're $5 or I can go to Safeway and spend $9. I'm still getting a rotisserie chicken. It's just how much am I spending for it?
Kiera Dent (07:10.742)
Now I get that food's a little bit of a funny analogy because food is not equal across all stores. So let's do something a little bit easier. I could spend, you know, I can have my car insurance, like again, through Costco versus through someone else. We're just trying to get our reduced costs, still getting the same quality, but could we reduce those costs? Other times just giving a budget, me realizing that I'm spending 15 grand on hiring. Well, there's a great company called Viva HR. If you do Viva HR slash Dental A Team or just DM me or
email us [email protected] literally spend $100 a month on unlimited ads. So took a $15,000 spend down to a $1,200 spend right there. I freed up over 10 grand. I mean, we're talking more like 13 grand that I was able to then save and allocate somewhere else just by switching that one thing. I'm still doing the same thing. I'm still posting the same ads. I just use Viva HR rather than spending it on indeed, but I never would have known that if I would have been tracking this.
So this is where can we look at it? So what I recommend, and we haven't broken down into percentages on our overhead calculator that we've created for our clients, but you wanna categorize your expenses and look for areas where we can cut unnecessary costs. And also what's the percentage of our total collections that we're collecting that we can actually minimize and make sure that we're with the alignment of what's recommended. So for example, like I said, supplies are usually at 4%. Payroll is between 25 to 30%. So making it get all the way down, but also,
Those percentages are just baselines. If you want more profitability, can we shave a half our percentage? Can we shave 1 % and still maintain the quality of our practice? That's a question for you to answer, but great ways to analyze this. So that would be action item on this is let's categorize your expenses, look to see where we can cut, look to see the percentages to make sure what is in there. Is it allocated correctly? Meaning did they put actual supplies in supplies or did I get labs in there as well so that when my numbers are wrong and what other ways can I change that?
Okay, step four is now we wanna calculate our ratios. So on that, we're going to wanna figure out like, what is our profit margin? What's our payroll ratios? Like I was saying of those percentages, this is now where we break it down. If I'm spending $10,000 on payroll out of 100,000, well, that's a great gig and I probably don't have enough people on there and I have space within, because I'm only at 10 % and I could go up to 30 % again, depending upon what I want my profit margin to be.
Kiera Dent (09:33.39)
I target with all expenses paid for offices to be a 20 or 30 % profit margin. So that means, cause overhead and profit get a little funny, overhead means all of our expenses, I like you to hit around a 50%. So if I've collected a hundred grand, I don't want you spending more than about 50,000. That leaves 50,000 here. We pay our doctors here. The goal is to leave about 20 to 30 grand if we're on this hundred thousand collection practice of true profit. Now of that profit, we, like I said, you can have debt services there and also taxes.
and depending upon the tax bracket you're in, that can actually make a pretty big difference. If I'm collecting 20 grand, I'm really not collecting 20 grand because I owe taxes on that. So that's a big asterisk around cashflow of how to master this and how to look at this, but making sure we're at the correct percentages for it to then gauge where are we at. So figure out what your, what our costs are, get them in in the pieces, and then figure out the percentages of each one of them, making sure that we're actually at the correct ratio.
of what it should be. In Dental A Team we're high on payroll because the bulk of our company is team. I don't have a physical location. I don't have a place that goes. Our product is our consulting. So my payroll is much higher than 30%. I pay a lot in payroll, but that's also, that's my product for you. have a lot of product in your practice of the supplies that go into it. We don't really have a lot of supplies that go into ours. I have a lot of software that I spend on. So everyone's going to be a little bit different, but we do have categories for dentists that we recommend.
Like I said, payroll 25 to 30 % supplies at 4%. Labs are 9 % combined together. Those are between 13 to 14%, especially if you're on an implant practice marketing. If you're growing, it can go all the way up to 5 to 7%. If you're lower, it should be a 2 to 3 % again, pending upon your goals and also pending upon where we want our profit margins to be. I really love my doctors to be paid at least a 30 % and they're also can get in to a little variable of do we pay our doctors as associates if you're an owner or not?
Kiera's opinion, and I know, like I said, I'm not a CPA. My opinion is I like to help practices exit out of the practice if they want to. Meaning, if you want to own your practice and not have it dependent upon you, that's what I like to grow for offices. So they have the option if they want to, or if any life circumstances happen, they're not handcuffed of, I don't have anything else I can do because I'm no longer practicing dentistry. To me, that's a very scary spot to be in. So what I do like to do is pay my dentist as an associate and as an owner.
Kiera Dent (11:56.386)
because that way if I ever want to replace my doctor, I already have on my P &L paying them as an associate, not just as an owner or actually taking $0, which often happens because of distribution. Now your CPA can help you advise on tax strategy because there are strategies of how much you quote unquote pay yourself. But the way we have it is we just break it down and you don't necessarily have to run it through payroll. We're just making sure that our P &L matches so we know how much profit we'd have if any life circumstances happen to you.
All right, and now step five for you. Step five is we wanna set financial goals and track our progress. So like I said, where are you wanting to be on your profit margin? Do you wanna be, where are we at baseline today and then where do you wanna get to? And then we look at the pieces for it. Just like on a family budget, if we say we wanna save for a car or we wanna save for Disneyland or we wanna go on a trip to the Bahamas, well, now we start to save and we start looking at our expenses of well, what could we eliminate? Maybe we don't need Netflix anymore. Maybe we don't need a DoorDash. Maybe we don't need internet. Maybe we need to...
add an extra job to it to be able to pay for this. But it's the same thing in a practice. If we want to have profitability or we want to have long-term financial success or we want to be set up for financial freedom, what do I need my business to profit to be able to go after it? And how do I look at this? So then we look for how can I increase my production of higher revenue generating pieces that we enjoy doing? Maybe All On X, maybe Ortho, maybe same day crowns, whatever it is for you, how can we add more of that to our schedule?
How can we decrease the expenses or be smarter instead of just paying straight through a supplier? Could we work with a bigger supply company, like I mentioned, kind of like Costco and get a discounted rate for that? Could I do that and save money on things I'm already buying? And then we're gonna wanna make sure we get those profit target margins, the percentages, based on the industry benchmarks, like I mentioned to you, to really be able to grow for this. And so it's really fun if we look at those little items,
It just becomes a shave of a half a percentage here, a 1 % there, a couple dollars here, increasing our production, using better block scheduling that really makes us where we then are tracking our progress. And it's really fun when you can get an office manager and a leadership team bought into this with you as well, which is why we share it on the podcast, because when they're all tracking and they're all aligned and we know what our profit margins need to be, it becomes much easier. And so if there was a practice,
Kiera Dent (14:17.262)
Like I said, we track with them quarterly, we're watching it they went from that 85 % overhead all the way down to 53%. Well, let me just do some simple math for you. Pretend that practice was only, let's say that they collected a million dollars that year, okay? So they did a million and that they were at an 85 % overhead. That would mean that on a million dollars, and let's say a million was true profit. So we've got a million, we've got 85 % overhead. That practice was collecting or like take home.
not including tax and all the other things, 150,000 out of a million. Now I understand. Now, if they're able to go, that was an 85 % overhead. If they go, so still a million dollar practice, down to 53 % overhead, what that does is that actually moves them into 530,000 is now their costs, right? Did you follow my math on that? 530,000. if they, and from there, so that means they're taking home 470,000.
That just simple shift, they didn't increase their production. They just reduced their expenses. Again, a million dollar practice, 150 to 470. That's a really big swing. You don't have to do anything more. We just had to be smarter with our dollars. So when you look at that and you think about that, that's where numbers get really fun for me. And that's where I love to empower doctors, leadership teams to how can we actually achieve this? So my goal for you would be let's set a financial goal for the next quarter.
Based on your P &L review, do we wanna cut down our supplies? Do we wanna increase our production? Do we wanna add our block schedules? What do we wanna do in there? Because this then will literally help you exponentially grow to your financial freedom. So as a quick recap of these five simple steps are one, understand the structure of your P &L. Two, focus on the revenue or production streams that we can add in. Three, analyze our expenses. Four, calculate the ratio. So again, the percentages of them and get those into industry standards.
And five, set financial goals to track the progress and actually see where we want to be. It's such fun for me because this is how you actually are able to exponentially have your business work for you. You not working for your business. You don't have to do more work. You don't have to more patient flow. None of those things. We just have to be smarter with how we're utilizing our money, how we're collecting collections, impact that how we're spending our money, making sure we've got budgets in place for our team. Teams will follow suit. We just need to get this set up for them. So this is where it's really fun. And honestly, you understanding your PNL.
Kiera Dent (16:43.158)
It allows you to just make informed decisions, increase your profitability, AKA take home pay and grow your dental practice. And then the next step of this will be how do we actually keep the money that we're making that becomes so fun. So I'm happy to go through this. If you guys want, I can go through a PNL piece with you. [email protected] or go to our website and just book a call. We can do a practice assessment with you, totally free complimentary on my side because this is really where I love to just truly empower doctors and owners to take.
the like bull by the horns, you're already doing the dentistry. Let's have you now be compensated for that and do it in a fun way where you now feel like you were in financial control for yourself. So this is literally what the Dental A Team does in consulting. If this is helpful for you, you want one on one help, you want us to dive into your practice more in depth. Like I said, we have that complimentary assessment for you. Click the link or come work with us. I'd love to have you because this would really be a zone. You can DM us on social media, the Dental A team. So Dental A team is our hashtag.
or you can email us [email protected] This is truly the zone though. Become a financial master this year. You will be so happy that you did this. This is a gift you can give yourself. And as always, thanks for listening and I'll catch you next time on the Dental A Team podcast.
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Even if retirement is a long, long way off, it’s important to have an exit strategy ready to go. Tiff and Britt discuss both the emotional and business sides of things of making sure your practice is in order, including debt awareness, numbers in different scenarios, passive income possibilities, and more.
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Transcript
The Dental A Team (00:01.588)
Hello, Dental A Team listeners. I'm so excited to be here this morning. I don't know what time it is while you're listening here, but today it is a beautiful sunny Friday morning that I'm recording here with Britt. The one and only when I get her on these podcasts, I just soak it all up because I don't schedule her often. It's few and far Between. She's a busy lady. So, Britt, thank you so much for being here with me this Friday morning, and we are just kicking off the weekend in the right headspace.
And I'm so excited to chat these contents with you today. How are you, Britt?
Britt (00:33.486)
I'm doing great, Tiff. Thanks for having me on. You know, it's always like hangout time for us consultants, even though, yes, hopefully are providing value to all our listeners. That's our ultimate goal, but it's fun for us to get to chat about these things.
The Dental A Team (00:46.145)
I agree. I agree. had asked Kristy yesterday, I just messaged her, I'm like, how are you doing? Our consultant, Kristy, you guys know her. And I'm like, how can I support you? Like, how are things going? And she's like, I just missed my Tiff time. And my response was, we've got podcasting soon. So.
Britt (01:01.518)
Exactly.
The Dental A Team (01:07.913)
I like our one on ones. You guys, tell you to do monthly one on ones just so you know, we do monthly one on ones in our company. And then our podcasting time. I'm like, gosh dang it. actually, for a virtual company, I think we do fairly decent, but I love these podcasting hours. I'm excited today because just in case no one understands or knows this already, if you know, no BS, Britt is gonna call you today.
Britt (01:09.537)
you
The Dental A Team (01:34.209)
You know, Brit, you know that she's got a, like this business sense that she just knows. Like, you know, there's just things in life you just know. You just intuitively know, you're like, I don't know, it just makes sense to me. That's business for Brit. And I love watching you just work in that zone for our company, but then also for the clients that you've worked with and helping us consultants just learn so much more about that business side.
And today, your idea was so brilliant. That's what I'm saying, like your business. I'm like, leadership. And she's like, actually, let's talk about this. And I really wanted to bring Britt on today to pick her mind on how you doctors, you practice owners can really start preparing for your exit. know Dana and I've talked about this before and really talked about, even if you don't think, you're like, Tiff, I'm not.
I'm not leaving, like I just started. You're like fantastic, but you should always be prepping and planning for your exit because you just need never know when you're going to be like, I want a sabbatical and you're up and I don't want to my practice anymore. So you should always be prepping and planning for that. And my ideas, know, Britt's like, no, let's talk about this. I think it's brilliant. So we really, really want to take a look at the business side and how you can not only prep emotionally with your
leadership team with your ops manual. We already talked about a lot of that stuff on another podcast and Britt here is gonna bring us some information on really how to prep the business side. How do you prep your finances? How do you make sure that your practice is sellable? What are the pieces that that actually entails? And how do you make sure that you have it in order? I love to tell doctors all the time, evaluate your practice constantly, because you just wanna know. It's like never knowing the value and the worth of your home. I know my...
My lending team and my realtor team, they send me evaluations of my home every six months by email. And it's just really cool to see where the market's at. And so I think taking that mindset and applying it to your business is also really fantastic. So Britt, I'm excited for today. I know the listeners are excited today. I actually, know personally because I hear it and I think you need to hear this today.
Britt (03:20.834)
Yeah.
Britt (03:41.358)
Thank
The Dental A Team (03:41.983)
I actually hear from a lot of our listeners and a lot of my clients who listen how excited they get when you do come on. So I do want you to know that. I know it's not your favorite space. know you don't love that on a public forum, but I think it's really fantastic and you just bring such a wealth of knowledge. what do you see being like the biggest pieces that's like, let's start easy, let's start simple.
Britt (03:51.214)
Thanks, Ted.
The Dental A Team (04:09.099)
and then expand and really dive into like nitty gritties. So where do you see on like an umbrella scope of overarching, this would be a really great place to start to really start prepping your business for an owner's exit, whether they're dental or not.
Britt (04:23.33)
Yeah. So I kind of have the mindset, right? There's always, lots of things that go through my head, but working with clients and I tell them this, I'm like, ultimately, I always want you to be thinking about your business as like, it is truly an asset to you and what is the value of that asset that you have for, you know, so that it can be worth as much as possible whenever it is that you decide to sell it. So like even starting from the beginning of your career,
The Dental A Team (04:49.622)
Mm-hmm.
Britt (04:53.07)
Kind of knowing long-term goals even. I think we've seen probably to have plenty of people who even fresh out of school go into a lot of debt, like they're already in debt and they go into a lot of debt when it comes to purchasing a practice. like even when you're going into purchase a practice thinking about, right, what are my long-term goals? How long might it take for me to pay this off?
The Dental A Team (05:06.755)
Thanks.
Britt (05:13.762)
you know, how much value equity am I going to have within this business even? And just start having that in mind because I think it helps to guide your decisions knowing that like, yeah, sometimes we're going to make a big investment and say, yeah, I'm in this for the next 15 years for sure. No problem whatsoever. Awesome. Take on something that you know that at the end of 15 years that you're going to be able to have it in a spot to where great, that's going to be a fantastic asset. And then whether I actually want
The Dental A Team (05:23.9)
Thank you.
Britt (05:42.966)
to move on or retire in 15 years or whether I decide to stay here, totally fine. You're in a fantastic spot to have the ability to make that decision, whatever way you want to go. So I think starting from the beginning, always thinking of your business in that way. And so of course, that's what we do with a lot of practices, right? Like ultimately, when we want to grow it, we want to grow your bottom line, right? Profit at the end of the day. And when it comes to thinking of the value of your practice, kind of like
debt to EBITDA multiplier, right? So like ultimately when you sell EBITDA is the thing we want to focus on. And so really making sure that we're driving that profitability while you're still able to live a comfortable life, obviously, and take care of everything you need in the practice, but always working to grow that profit and grow that EBITDA so that your value of your practice, you kind of always have an idea of where it's at.
The Dental A Team (06:14.327)
Mm-hmm.
The Dental A Team (06:25.564)
Yeah.
Britt (06:37.216)
I would say check in from time to time even to say, great, how much debt do I still have left? What would my practice be worth? What could I walk away with maybe as far as selling it? What the value would be to me? I think those are some things just to kind of think about in the background and start to look at some of those numbers. The other thing I think it comes down to is sometimes I'll have clients come to me or even on sales calls come in and they're like, well, think I want to sell. I'm not sure. I want to be able to retire. And I'm like, have you
Do you know what you need to retire? Like, do you know what you want that life to look like? Because honestly, that's even the first step. So I know, all right, will the value out of this practice that I will have in 15 years based on what I've paid off, what it's potentially worth, is that enough for me to have the life that I want? Or am I going to get that point and be stuck? I think that's ultimately, I don't want anybody to feel like, my gosh, I'm stuck.
The Dental A Team (07:07.269)
.
The Dental A Team (07:15.204)
Thanks.
Britt (07:31.852)
and they have to keep going and they're not happy. I want you to be happy in the position and feel like you've got choices. So I think that kind of overarching view of things. So ultimately, always think about your business as an asset, right? Make decisions accordingly, financially on that end. And then also have an idea of when you might want to retire, right? Or how long you may need to work in order to retire in the fashion that you want to be able to retire.
Because again, that's just, I think, mindset for you and also mindset around decisions you make for the business. Because if I might want to sell at that time or I might want to transition to associates and still be an owner, cut back days, whatever it may be, if I kind of have a point of where I'm wanting to sell, I'm to make some decisions accordingly along the way to where I want my like peak value point to ultimately line up with when I might be ready to sell.
And so that's going to impact how much debt am I taking on, right? At what points do I want to move to another big building that's going to put me in a bunch of debt? Or I'm so close to that point, let's just crank up however much we can make this practice worth so it's ready to sell when I want to. Those are some of the big picture things in my mind that kind of play into long-term view.
The Dental A Team (08:29.337)
Mm-hmm.
Britt (08:54.606)
current decisions even from the get go of buying a practice and then as you make decisions, you know, along the way throughout your career, always making sure that you keep that
The Dental A Team (09:05.269)
Sure, thank you. Question, said to really be watching your EBITDA, will you, for the public here, just explain why and what EBITDA is and how they should be evaluating that monthly in comparison, right? Because we look at overhead and we look at profit, but then EBITDA is like the separate piece that you need to know, but it's not the profit debt. It's not all encompassing that you actually need to know to move forward with your...
today, but it's Ibara. Will you explain the difference there? Because I think a lot of people get stuck on Ibara, number one, and the definition of it, but then a lot of people get stuck on only focusing on that, but then they miss these other pieces over here and vice versa, look only at these pieces and never at Ibara. So can you just explain what Ibara is and how it plays a role coinciding with overhead profit and the month-to-month movements, but not being your sole focus?
Britt (09:59.522)
Good questions. And there's some other like detailed things I'll talk about when it comes to like when you're actually starting to like get more to that point where you're thinking more seriously. Some things I play around with even on the PNL, I'm playing around with numbers to start to prepare yourself for what that will look like. And like even a yes, there's a long term definition of it, which I think we get lost in. But ultimately, right.
The Dental A Team (10:22.522)
Mm-hmm.
Britt (10:24.97)
It comes down to what are the true operating expenses for that business. So it is not your debt. It is not some of the other fancy terms. It's not taking into account taxes. Right. But truly day to day operations of the business. What does that cost? So think of it in that way. Some things to think about. Right. Some of our private practices, Dr. Own, Single Dr. Own.
Right, we'll say overhead and then doctor pay usually falls below the line. When it comes to thinking of EBITDA, ultimately you're gonna have to replace yourself. That's gonna be part of operating expenses. And so that's where I'm like, all right, when you start really thinking about it, shift some things around, because like your, know, things that you might have running through the business that you like, parts of being a business owner that you pay for through the company, along with your.
The Dental A Team (10:57.671)
.
Britt (11:16.968)
know, accountant's advice that you're following those rules. I start to pull those things out because that's not really within your overhead. And then I start moving above the line as if you are paying yourself as an associate because that's gonna be an expense of running the business, which is gonna give you a good idea of like, what are the true operating expenses? And then...
The Dental A Team (11:34.446)
Okay.
Britt (11:42.786)
depending on kind of what route you want to go, whether it's like, I'm prepping to sell, then great, let's work with your accountant, clean some things up ahead of time, clean them up. So then you've got good financial statements when you go into the actual like true valuation phase of getting ready to sell, that it's all like really clean and easy for them to see what the EBITDA is and what the value of the practice is going to be.
And so you might need to shift some things around and work with your accountant so that you're prepped for that. So it's not like, a month ago you started moving some stuff around and it looks kind of sketch. So let's get ready for it farther ahead of that. And then also knowing what direction you want to go. So whether it's just you that you're going to have to replace. So moving you above the line, paying you as an associate above the line, technically. And then if you're wanting to say, hey, what if I replace myself? And these are even some numbers.
The Dental A Team (12:27.08)
you
Britt (12:38.456)
that I also just recommend you play around with just to know your options. So it's not a, yes, there's feelings, but like also make a smart decision behind like the financial pieces on it as well. So if you're saying, Hey, what if I did just bring on an associate, right? And even have them just run it and take my place. yeah, I run some of the business stuff. All right. Well, what if I paid myself as a CEO of the practice?
and then paid an associate, like what would my numbers look like in that scenario? Or if it's like, yeah, I'll run it, I own it, I'll just pay an associate and then I'll just take distributions, what might that look like if I go that route? So that's where I like to, ahead of time, and even sometimes way ahead of time, I tell doctors, just cause you start like looking at some of this doesn't mean that you have to make a move. Cause you know, they're not sure, but I'm like, I'd like you to know your options. And again, I don't like you to feel stuck. So,
The Dental A Team (13:08.328)
you
The Dental A Team (13:28.296)
Hmm.
Britt (13:35.114)
Know your options, know what you can or can't do on your personal and financially what needs to be done. And then look at the numbers and be smart from there. So yeah, EBITDA gets scary, work with your accountant, they can kind of help you with some of that. But really think of it as what does it take to run the business? That's ultimately what we're looking at when it comes to that overhead expense and playing around and looking at EBITDA.
The Dental A Team (14:01.514)
Awesome. Thank you. I think there's a few pieces in there that I want to acknowledge for purposes of like professionals. You're mentioning accountants, things like that. A lot of the stuff that you've mentioned, I think there's three professionals I can think of off the top of my head immediately that are going to be key in making sure that you are lining things up correctly. Because like you said, even if you're doing it for six months, they still could be like, well, why are you doing this? Right?
Britt (14:03.726)
you
The Dental A Team (14:28.426)
So it's kind of like when you go to buy a house and they're like, well, where did this money come from? And you're like, well, my grandma gave it to me because I was buying a house. And they're like, that's weird. So can you afford the house? Right? So it's kind of like that where it's like, well, where did this come from? So the three professionals I can think of, right? Number one, consultant, obviously, because they're going to be able to, like Brittany's doing right now, steer you in the right directions and give you advice off of things that we've seen before, we've done with practices before, and really be able to do the checks and balances on all spectrums.
then you have your accountant, your CPA, your lawyer, right? All of that space right there that accountant, CPA, they're going to be able to tell you what it needs to look like. And I guess there's probably four, right? Because then you've got your broker to do your valuation, you've got your evaluation team there. But then also, I think a financial planner would be really, really beneficial in all of this because they see your finances from a different point than the CPA does. So when you combine a CPA and a financial planner, I feel like that's the magic sauce because the CPA is like,
Britt (15:10.968)
Okay.
The Dental A Team (15:27.807)
black and white, like this is what it looks like in a finance planner. It's like, well, if we play with it like this, like we could make it look like this. And then doing it in conjunction with your CPA really can like level some of those things out. But then you also mentioned, making sure earlier, earlier that you know your retirement and like the length of time that that is. So your financial planner, your CPA can help with that. Absolutely. But I think from a financial planner standpoint, they have better resources and tools than the CPA actually has access to.
Britt (15:32.366)
Okay.
Britt (15:41.612)
Mm-hmm.
The Dental A Team (15:57.683)
And so when you plan for that and then you work with your CPA, you plan for your retirement, you're like, okay, this is what it needs to look like. My financial planner's got that. My CPA is gonna make sure that that money gets to my financial planner because he's making sure she's making sure that it's all coming in. I think all of those spaces right there really help to dial that in. And then.
with the going back to the EBITDA, I wanted to get that out there because I know there's a lot of spaces that people are like, wait, who can, who would do this for me? Is that you? And I'm like, I don't do that, but I can tell you who to go to. Right. So those are the people I would tell you to go to if you had asked us. Now, going back to the EBITDA, you mentioned, Britt, a few times, pay yourself as an associate. And I wanted to clarify on that because when you're owner doctor, you're like, this is my collections. Everything is your collections, right? Everything that goes into
Britt (16:24.974)
Yep.
The Dental A Team (16:45.074)
your QuickBooks, everything that goes into your account is your collections because you own the practice. But to clarify, we're paying yourself as an associate, how would you pay an associate, right? You're not going to pay an associate based off of what hygiene has allocated over to them or what you have allocated to you. So you're going to look and correct me if I'm wrong, Britt, but when you say that, my brain says, okay, I'm going to pull my production. So if I'm the operating doctor,
I'm going to pull my production and my collections separate from the practice full collections because that's what I would be paying an associate on would be that 20 % or not 20 % probably, sorry guys, 32 % or whatever. Sorry, associates, I do love you, but 20 % popped in. But that 30 % of my produced collections, I'm going to pay off of that.
Britt (17:27.148)
No.
The Dental A Team (17:36.299)
not the total practice collections, which is what we're looking at our EBITDA from. So I want to make sure that that clarifier is there. And that's what then would go like, quote unquote, above the line to see. So I think overhead, we talk about being like your true overhead is if you sold the practice, this is what a doctor would take on. So it's not including your loans, it's not including your owner pay, but then your EBITDA to say like what they need to collect to be successful would include that doctor associate pay. Is that right, Britt? Am I?
Britt (18:05.838)
So you are accounting wise, accounting for yourself and yes, just you based on your collections, right? What it would cost to replace you. That's what you're moving above the line. And I'll add this caveat to it. Exactly how you get paid that amount and additional amount beyond that, because yes, you'll take more than that, right? As the owner.
The Dental A Team (18:06.005)
Clarifying that, okay?
Britt (18:32.088)
how you pay yourself, whether W-2, whether taken as a distribution, right? That can still be paid to you in whatever way you would like it to be paid to you based on working with your accountant for what's gonna be most beneficial tax-wise. But I want it to be accounted for above the line to replace you. And then with that, I also wanna make a note on this. As you run some numbers, if you're looking to completely replace yourself,
Usually our owner doctors are really good producers and finding associates. We love our associates, but them coming into this new practice, not having been there as long as you have been, usually their production is not going to be the same as yours. So that's where I'm like, play, play around with some numbers. And that's obviously I love to do this because like, so work with a consultant, right? We can run through some of this stuff with you.
The Dental A Team (19:01.388)
Yeah.
The Dental A Team (19:16.203)
Thank
Britt (19:26.446)
Again, I like you going in with eyes wide open because we've worked with some doctors, right? And some, everybody has it at times. like, well, I should just sell it. And it's like, whoa, whoa, hold on. Let's see what this asset is worth. Even if you cut days back and bring in an associate, right? What can you still be making where some of that is even passive income or work yourself out of it?
The Dental A Team (19:36.063)
Yeah.
Britt (19:50.702)
what could the passive income look like for you with like, yeah, you're going to have to do some things in the business, but for how much time is that worth it to you? that's where I'm like, play through all the options, like get creative with it. There's a lot you can do. That's not your traditional, well, I'm retiring. I have to sell it. It's a different landscape these days. So there's a lot of options out there. I'll also make a plug for, I think most brokers we know and talk to brokers know it's like a, it's a, there's a long like,
The Dental A Team (20:10.443)
Yeah.
The Dental A Team (20:18.992)
Okay.
Britt (20:20.718)
period of getting to know a broker, right? Because you'll reach out to him and it's like, I'm just trying to get an idea. And good brokers know that and good brokers are going to help to talk you through pros and cons and work with you through things. so knowing that like, hey, you can engage that relationship at an early point to get the value of your practice. And just to kind of understand the landscape of what's going on, especially knowing, right, depending on your area, depending on your type of practice.
The Dental A Team (20:48.22)
Mm-hmm.
Britt (20:49.55)
They will know what practices are most attractive depending on who you might want to sell to and how long it might take in some areas to find a buyer, again, which is just good information to have a current market to know. It adds into your timeline, right? And a lot of times we've got our doctor owners that'll be like, yeah, I think I'm ready to like retire. And that's where I'm like.
The Dental A Team (21:07.404)
Go.
Britt (21:14.702)
Like it's going to take a little time and I want you to know things ahead of time so that you can be prepared for it. And when you're ready to go, you've got all the information to have it work out as beneficial to you as possible instead of being like, well, I'm done. Let's figure it out. Let's go. And you start to make rash decisions and that asset is it, you don't take advantage of it as much as you think. Like it is, but it's just not as valuable as it could be. So yeah.
The Dental A Team (21:33.388)
Yeah.
The Dental A Team (21:37.038)
It's no longer an asset, yeah.
Yeah, yeah, yeah, I think that's great advice. I'm thinking like, because I have had that where doctors are like, I'm done, I'm out, I got to get out of this. Like, I'm like, well, if you're in the got to get out of this phase, like, that is just not the place to be living in. For either side, right? Like, you need to get out of that. I see that. But also for if you're offloading the practice, like this is going to be, this could be a really sketchy situation. So I think
for dentists and practice owners or business owners in general, earlier, when we first started, you said, always think of the long game. So I think when you think you're five to 10 years out from retirement, your financial planner should have this information. You should know when is a good timeframe for you to retire. And when you're five to 10 years out from that, think this is right when you should start.
moving all these pieces into place and at least have that knowledge because you don't want to even get two years out and be like, all right, Tiff, I got two years. And I'm like, shoot, I got a lot of stuff this goes into two years. Like it just takes, I think it just takes more knowledge and you really want to go into it from the sounds of all these pieces you put together today, Britt, thank you for that. It sounds like you just want to go in with the most amount of knowledge possible to make the best decisions possible because they're no longer
an emotionally based decision. Now they're a black and white, this is what's best for me emotionally, physically, mentally, financially decision because you've gathered so much information. So yeah.
Britt (23:12.672)
it helps on the emotional side of things, right? Sometimes even just knowing, hey, if I go five more years, right, the value difference of this is gonna be X, Y, Z. Is that worth it to me, right? And it may not be or it might be, right? So again, it just kind of, and sometimes I'm like, for that, yeah, I can do five more years for that dollar amount. So yeah, it just helps you to be able to make the wisest decisions, I think.
The Dental A Team (23:26.083)
Yeah.
The Dental A Team (23:34.319)
Yeah.
The Dental A Team (23:41.551)
I love it. Thank you. So if we had to give them three steps that they could take today to push forward towards just even the knowledge, what do you think those top three items would be?
Britt (23:52.61)
Yep. I would say have an idea and it doesn't have to be set in stone when you might want to retire or start to step back from the practice. I think that would be number one thing, which along with that then comes like knowing what you need to retire. like plan for that. Have an idea of a timeframe. Again, it doesn't have to happen, but you've got an idea of that timeframe. I think
Make sure you're looking at your financial statements and looking at it not only from a sense of overhead, but look at it from a sense of value. So looking for that EBITDA, what's that profit kind of number? What is the value of the practice? And then use that information to help make decisions in the practice. So you don't find yourself in a situation while I've made so many, like I've gotten in debt on so many things.
Even if you sell the practice, you've still got your debt that you need to pay so that you can make smart decisions with it. I think those would be my top three things. And then as you get closer, right, to the time when you're like, you know, I'd like to know the value just because I'm probably heading towards that within the next decade even. Then there would be some other steps, but that would be my main three for anyone, no matter what stage you're in going into buying a practice, having owned it for a while. Those would be my top
The Dental A Team (24:47.034)
Mm-hmm.
The Dental A Team (25:12.786)
Awesome, thank you. You guys, this was a chock-hole of a ton of information. I hope if you're driving, you have saved this or you do save this so that you can go back through and take some notes. If you weren't driving, I hope you were feverishly taking notes because there was just a ton of information here. Thank you, Britt.
Britt (25:14.264)
Bye.
The Dental A Team (25:30.161)
I knew you would come to the table with just so much with that business brain of yours. So you guys go take a look at these pieces. And if you've done some of them and you're past those three steps we just gave you, then pull out other steps from this conversation. Make sure you've got those professionals on your side. Make sure that you reach out when you do need help. Or you guys, if you ever need a recommendation.
For professionals too, we work with a lot of companies side by side simultaneously with them. We talk with them on behalf of clients and with clients. And so just know we have these resources for you. Just reach out and we are happy to help you. As always, come stop by if you're not yet a client of ours or you're just looking for information on your practice on goods in the beds and the hot ticket spots. Our team is always here to help.
really dial in biggest issues or biggest spaces of work for you, whether you're a client or not. So please reach out. [email protected] or TheDentalATeam.com. You can sign up right there as well to chat with our team to really just evaluate where you're at with your practice. And as always, leave us a five-star review. We love to hear how much you enjoyed this.
content and we love to see what you enjoyed the most of so we can recreate that and continue on those paths. So everyone, thank you so much. Britt, thank you so much for being here with me today and we'll catch you guys next time.
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Bringing on an associate is a big move for any practices, and while the benefits fill out a long list, the way it’s done will have lingering impacts, for better or worse. Kiera gives three actionable tips on how to make the transition a smooth one for all involved.
Find an associate who fits your clinical and cultural model
Schedule a team meeting with the associate
Establish regular check-ups with doctor feedback
Episode resources:
Sign up for Dental A-Team’s Virtual Summit 2025!
Subscribe to The Dental A-Team podcast
Schedule a Practice Assessment
Leave us a review
Transcript
Kiera Dent (00:00.45)
Hello, Dental A Team listeners, this is Kiera. And today, you guys, are you struggling to onboard a new associate without team tension? I know that this can be a tricky problem that a lot of our offices faces. And so these three steps will make the process smooth and successful. Honestly, onboarding an associate is such a critical piece. You're bringing on this new doctor, they already love you, they already know our existing team, and now we're bringing someone new in that's gonna help us help serve more patients. It's going to help our team be able to get those hygiene checks on time.
going to be able to help us expand our clinical suite. So whatever the reason for onboarding an associate, it oftentimes comes down to that team buy-in, not having the team tension, getting the patient retention. And so the goal is today, I'm going to walk you through really three simple steps for you to be able to onboard this associate with ease and success.
I am Kiera Dent. Dental A Team was created to really help give you guys wisdom and knowledge out in the field to have a trusted expert, someone who's been there, done that, done that successfully multiple times. Honest to goodness, our consultants are incredible. They really have real life experience. Every consultant on the Dental A Team has to have real life experience in the practice.
clinically and for an office. They've had to grow multiple practices exponentially. They've had to work through these kinks. So when we give you tips and advice is not because we're just here talking about theories and what we hope works. It's because we've been there, done that and done that successfully. Honestly, onboarding an associate is going to affect your long-term harmony. This is where it's going to be amazing for your team with harmony, but also productivity. And so today is going to be short, actionable episode. And honestly, you guys are going to want to wait till the end because I walk you through the three steps.
And then at the very end, I'm gonna wrap it up for you of exactly how you can do this with simplicity. So step one is you need to actually find an associate who fits your clinical and cultural model. This is really paramount because a lot of times we just want an associate. We just think, let's bring someone in. But what we forget is these patients have been coming to us as a clinician, as a practice, as a culture, and that's what we've actually built. So there's a lot about branding in other companies. Well, in your dental practice, you have to realize you as the dentist, you as your clinical skill set has actually been built.
Kiera Dent (02:08.034)
to be able to be a culture that your patients are accustomed to. So it's crazy because we just think we just need to hire an associate. No, actually looking to see are they clinically the same as you or adding to your skillset and also do they fit your cultural model. It's wild because if you'll just take the time to find this person who fits not being desperate but actually using the time to find them is really going to help. Now people ask me, Kiera, where actually can I go to find these associates because it can be tricky. And what I say is let's start talking with the community.
Talk to the dental colleges that are around you. Talk to your Henry Schein rep or your Patterson rep. Start talking to different offices because they might know someone. Get to the country club. A lot of deals have been made on golf courses that I've heard. Go to yoga studios, different places where people will be and start talking and networking and letting them know who you're looking for. Also let your team know, hey, we're looking for this. This is who we're looking for. Do you know anybody? Because your team can really be an advocate for you.
In addition to that, I like to build pipelines. So if you know family members that are going to dental college or you have friends, but somehow getting really intertwined into that, that dental college around you, in addition to being able to work with residencies and G, your, your practices that way, that's going to help you actually exponentially become stronger to get this pipeline of people there. So really looking for someone who fits your clinical and cultural model is going to help you exponentially because they're going to subscribe to the models like you do.
They're going to act like you do. They're going to have the feel of it. And really, like I said, this is all about your brand. And so it's interesting because I've actually seen there was an office that I consulted and what happened with them is they brought on an associate. They thought that they were great. They had the clinical skills that they needed, but culturally they weren't aligned and the hygiene team started to get frustrated because this doctor was actually not following protocol within the practice. So whenever the two different doctors came in,
the hygienist were trying to adapt to each different doctor, the exams weren't consistent, the treatment planning wasn't consistent. And yes, there will be varying shades of this, but really making sure that in the interviewing process, this associate aligns is actually gonna prevent that team tension in the future. So truly, before you hire, clarify what your core values are of your practice and the clinical expectations that you have before you even go out to hire. Now, if you already have someone, that's okay, there's still things that we can do.
Kiera Dent (04:25.88)
but really making sure that they're like almost this little perfect outline of what you're looking for because just like when we want to go buy a car, when we say, want to buy this G wagon or I want to buy this Toyota Corolla or I want to buy this Tesla. What happens is we start to see that car everywhere. Well, same thing's going to actually happen with your associates. When you know exactly what your crystal clear on, go for it. That's going to help you actually sift through and find the person that's going to work great for your practice.
Step number two is going to be once we get our associate, we know that they're going to be great. We need to actually have a team meeting and buy-in. Letting our team actually ask the questions because what happens is a lot of times the team tension just comes from fear. It's not that they don't want to onboard our associates. It's not that they don't want our practice to be successful. It's just fear. It's the, about this? What about that? What about my patience? And so what's going to happen is when we have an effective meeting with our team,
we're going to introduce the associate and their strengths, making sure we highlight why did we bring this person in specifically? What is it about them? Don't forget, this is about the branding, making sure that they're branded, making sure that they fit our brand of the company. And then we open up the floor of team questions and letting the team, like, what are your concerns? What do you think patients will feel? Because the more the team can air this out, the more we're going to be able to find solutions. And what I found is let's address them in, in person, in our meeting, but also have your office manager or a team member
actually take notes to where there's verbiage in their scripting because what we hear is not actually what we retain. And so just giving your team the tips and the tools of amazing, this is how Dr. Sarah is going to do a great job on our clinical experts or what's going to happen if they have redo treatment, what do we do then? And so that's really going to be able to help your team feel confident because now they've got the what happens when and here's the solution. And if you write that up, it's very simple.
This will help long-term and also we really want to like boost why this associate is going to be great for the practice. Now a question that you could also ask to follow up on this is what qualities do you think would help our new associate succeed here? Because these are also going to be things of what can we do to make sure this associate does great here? How do you think we need to behave? What do you think the things we need to do are going to be this way this associate is truly successful and set up for success within our practice?
Kiera Dent (06:37.838)
And what I found is when the team is bought in and they're bought into the associate, they're excited about the associate, they've had their questions answered, that team rallies around this associate. That team is super excited to recommend this associate for treatment. They're excited to recommend this associate for other patients in the practice. And something that really gets squirrely with teams is who's gonna see the new patients? Who does the hygiene exams? What can this doctor do? And as a team member myself,
I'm always looking at their clinical suite. And so making sure that that team knows perfect, we're gonna onboard them this way. We're gonna actually check their work with x-rays post-treatment. It's okay, we do this for the first three months. That way we don't have to do redos. Me and the doctor are actually gonna be working together. So the doctor and the associate will work together on monthly calibration meetings, weekly calibration meetings. They're also gonna calibrate with the hygiene team and really truly setting these in your schedules from the get-go will honestly help you onboard this associate with success. So what I like to do is,
the, the call to action on step two would be schedule a team meeting before the associates first day and set the stage for success. I usually like it to be a week or two before we type up that protocol for them. They know what's going to go on. They're able to meet this associate. They're able to get excited for the associate. And I also prep the associate like come in and be a human. They want to see your fun side. They want to see your clinical side. So if you can also show examples of case works that that associates done in the past, that also can really give the team buy-in for this as well.
And then step three of this process is going to be onboarding this associate successfully with daily, weekly, and monthly check-ins with consistent team and doctor feedback. Now I know this feels weird and a lot of doctors get funny because like, but they're a doctor and I'm a doctor and I don't ever want to undermine them. And what I, what I want to recommend and really emphasize for you is you are the expert in your practice. That doctor is an incredible dentist. That's why you're hiring them, but they don't know how to be an incredible dentist in your practice with your team in the ways that you guys have set it up of the culture of your practice.
So we're not here to tell them how to do dentistry. Maybe there's a few things that we do need to correct or to change or to calibrate on, but the bulk is how do we do it within our practice? And so there's onboarding checklists that we really love to do of how they can shadow. I really love to dovetail. So that means the doctor watches one procedure and then you watch one procedure. And I know this sounds annoying because usually when we want to hire an associate, we want them yesterday and we want to just fill their schedule.
Kiera Dent (08:56.44)
But I say if we slow down to speed up at the beginning, this is actually gonna help you be very successful with your associate, be very successful with their onboarding and catch the issues quickly and give the honest feedback before it becomes harder to give the feedback. The longer we go without giving that associate feedback, the harder it will be for them later on to take that. So it's giving the shadowing, maybe dovetailing. I use the same dovetail where it's one appointment then the next appointment. We go back and forth and we watch each other. Have them hear you do exams. You hear them do exams.
This allows you to calibrate very quickly. And I know it feels annoying, but I promise you, if you'll do this, that doctor will be able to produce for you so much faster than you think they'll be able to. So then from there, what we're going to do is we do a weekly where we actually calibrate with them and doctors, strongly recommend you put this in your schedule. We calibrate with them. We pull up X-rays just like going back to dental school. What's the FMX? What do you see in this X-ray? What am I, what do I see? We don't actually talk about it out loud, but we write it down and then compare notes.
We calibrate with our hygiene team. And if you have a really calibrated hygiene team, they should be able to tee up the treatment for the doctor. And then the doctor's then really just gonna have to come in and swing and make it happen. But that doctor might see things differently. And so really, what do we do if we see things differently? How do we calibrate our hygiene team? I recommend this takes about three months of being very intentional with it, meeting every week, meeting monthly and giving the feedback and doing true formal check-ins for both the associate and the team. Asking the team, how are they doing? Asking your hygiene team how they're doing.
giving the feedback of the positives and the areas to improve early on is going to fix that. Like I said, I'm very big when you onboard to make sure you're taking x-rays pre and post treatment. I know it sounds funny, but you really can get a lot further ahead if you're willing to take these quick steps. having a really structured check-in will help. And like I said, I have it in office and what was funny about them was it wasn't even funny. was just really like, truly it was sad because they had this amazing associate.
They brought them in. They didn't want to check the work. They didn't want to do the onboarding. They were like, they're just an amazing clinician. Let's go. Well, three, four months in, they started seeing a lot of redos and a lot of patient sensitivity and a lot of patient complaints. So they started looking, they started looking at the x-rays. had a lead assistant that sat with that doctor and started realizing there were open margins. Well, now it comes to the spot of they've been working with us for four months. We have all these patient treatments that's been done. We know we've got four months of not as great ideal dentistry. What do we do now?
Kiera Dent (11:17.826)
They ended up having to terminate that doctor and they had to do, was about eight months of redo dentistry that they had to do. And I thought we could have swallowed our egos. We could have swallowed our pride. We could have been here. We're here to help you. And let's fix these problems and issues before they become big issues. That's a much easier conversation to have than one after they've been in the practice for four months. It was awful for this practice. It was hard. And they have committed that every time they now bring on an associate, they always do the onboarding. They always do the calibrations. They always take the X-rays.
And also another tip is adding a lead assistant with that associate as soon as they start really sets them up for success because that assistant can see a lot of things that maybe we don't see otherwise when we're not in the operatory with them. So really having that, and I say map out your 30, 60, 90 day plan. What are you doing daily? What are we doing weekly? How do we make sure that they know how we treatment plan a crown? How do we treatment plan a root canal? How do we treatment plan and talk about implants? If they don't do this type of treatment, who do they refer with air quotes in our practice?
is really gonna set this associate up for success. So as a quick recap of how we onboard an associate effectively without team tension and amazing team buy-in is number one, we wanna make sure that we're hiring an associate that has our clinical and culture skillset. That's number one. Make sure we've got the DNA right of the correct person, because that's gonna help us exponentially. Number two is have a team meeting where we're able to actually talk through what does this associate need to be successful.
What are our questions? And we write it up a protocol for the team to follow. What do we say to patients? How do we introduce? Where do the new patients go, et cetera. And then step three is going to actually 100 % onboard this associate correctly with check-ins, calibration, and consistent feedback, 30, 60, 90 days, and possibly even beyond. And when you do this, this is going to be an incredible way for you to onboard them, have successful team buy-in, and hopefully incredible successful associate success.
I think one of my practices that I'm just really, really proud of within Dental A Teams Consulting is they were able to bring on two brand new straight out of school graduates. And they really were intentional about how they did it. They got the DNA right. They had a team buy-in of how we're going to do this. We set up the schedule appropriately. We figured out what this associate doctor needed. The associate doctors were mentored every single week. The hygiene team gave a lot of feedback. The dental assistant team gave a lot of feedback. And within nine months, their associates were producing about 100,000 a month.
Kiera Dent (13:42.156)
And to me, that's an incredible success story of we slowed down to speed up and look at the success that they were having. So with that, I really hope that you guys are able to take this to implement, to get excited for it. And if you're onboarding soon or thinking about us, DM us or email us, [email protected] for an onboarding checklist that we can share a sample of what this looks like. And always like subscribe for more tips on leadership and success in your dental practice.
This is truly what the Dental A Team does and we help offices overcome these issues and overcome these struggle points to make it very successful for you and your team. So if that's helpful, reach out, [email protected] And as always, thanks for listening and I'll catch you next time on the Dental A Team podcast.
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Kiera reminds dentists to prioritize wellness and support in their day-to-day.
Episode resources:
Sign up for Dental A-Team’s Virtual Summit 2025!
Subscribe to The Dental A-Team podcast
Schedule a Practice Assessment
Leave us a review
Transcript:
Kiera Dent (00:01.006)
Hello, Dental A Team listeners. This is Kiera and happy National Dentist Day. I felt like today would be such a great day for us to highlight how we can support dentists on mental health, wellness, and excellence on National Dentist Day because I believe that dentistry can be a lonely profession. I believe that I've seen so many dentists feel alone and isolated like they're on their own island. And so today I just wanted to highlight and celebrate.
how much dentists do and also how dentists can help themselves, but also how your team can help support our doctors that do so much for us. So today, you guys, honestly, dentists face unique challenges. And so today I just wanted to have it be a powerful reminder that prioritizing wellness and support in our profession is necessary. It's needed. It's such a lonely profession in so many ways, if we choose. And I don't want us to choose that. I want us to choose a vibrant, a happy, a fulfilling
space in dentistry. And that's honestly what Dental A Team is about. We created this podcast to positively impact the world of dentistry. Our mission is to truly impact the world in the greatest way possible. And we do that through expert consulting for dentists and teams. And so really helping you see that there's two sides to this coin. There's ways that we can see that it's a lonely field and we can also see that it's a very fulfilling field. And so today I just really hope that you take some tips from today. I'll give you three simple steps of how we're able to really take care of ourselves through self-care.
through mental health and also team collaboration in dentistry. I'm really a big proponent of mental health, especially in dentistry. And so today I just wanted to walk you through, you guys know the Dental A team, we're here to support you. We have consultants that are truly in every position in the dental practice. We come into your practices. We coach you virtually. We help you. are your advocates in dentistry. We're your advocates in business. We're your advocates for having the life on your terms.
Like I've said many times, life is my passion, dentistry is my platform and helping you truly be the fulfilled dentist that you were created to be. I love focusing on you as a person, on your profitability of your practice and then on systems and team development for your practice and really making that be an achievable piece for you. And so today, you guys, I do believe that there is a balance needed between professional success and personal wellness. And I don't believe that it has to be one or the other, it's an and. And so really giving you some quick tips today.
Kiera Dent (02:19.418)
of some concise value-packed information that hopefully will be able to help you as we celebrate National Dentist Day. So number one, step one is to prioritize mental health and stress management. And I think the word prioritize in choosing that I am someone who does prioritize mental health and stress management. There've been studies that have been done that show that the workforce used to be one where it was more physical labor and so really taking care of our bodies. And now we've moved into this space where it's a very mental
world where so much of it is in the mental cognitive constantly running and it never shuts off. And I believe for dentists you have the mental where it never shuts off, but you also have the physical exhaustion of truly doing dentistry all day long and your bodies and making sure you've got the ergonomics. so being able to have that mental health and stress management where we have some shutoff time, where we do build the muscle of our brain. I remember I was in therapy and I said like, I can go and I can work out, but what can I do for my mind? And that's where we
we start to create the, if you will, the workout or the, the mental strength building through meditation and through silence and through some of that downtime shut off to allow ourselves to actually have that calm, have that space. so some key strategies for better mental health are mindfulness and stress relief practices like meditation. I'm a big believer. I read Miracle Morning by Hal Elrod. So if you're interested in a book, I love some tacticals for you.
That wouldn't really help me see how I could have a miracle morning of meditation, journaling, taking some time for me. And I really would encourage you to schedule 10 minutes a day or even just one minute a day for you to have mindfulness and reflection starting today. Do yourself a favor. It's National Dentist Day. Buy yourself the gift, the gift of time, the gift of mental clarity, the gift of
of really taking care and honoring yourself. And for me, I was able to do a shift of, like to honor my body. This incredible body that does so much for me is where my mental health journey started and to relieve the stress. So whatever it is for you, for me, it's hiking, it's being outside. So I love to meditate and I love to go for a morning walk to give my brain a shower. So whatever it is for you, giving yourself the gift, because if we can take care of ourselves, then we're able to give in support to so many others. And so dentists really,
Kiera Dent (04:35.662)
being aware that you have the physical demands and you also have the emotional cognitive demands that are on you. And so having that, I also believe sometimes having a therapist can actually be a great thing for you within this mental health and stress management strategy that you create. And then also there's other things of joining communities of like-minded people like you. I believe that really can help and that's something I'm very passionate about. That's why we're bringing our dentists together because so many times as a consultant, I hear hundreds of offices.
and they have the same issues and the same concerns just colored in a little bit different way. so bringing our doctors together in person through our masterminds and through our in-person events really is a great way for our doctors to feel the support to say, I'm not alone. And when I hear dentists who have connected say, Kiera, I'm so grateful to know I'm not the only one. I think that can also boost that. So I would encourage you to schedule one minute to 10 minutes of just you time through meditation.
through stress relief, we're off the phones, we're off the screens, we're not listening to things, we're not trying to solve the problems of the world, but we just take that moment and reflect starting today. Step two is team members. This is for team members of how you can support your dentist. I do believe that teams, can really support our doctors by champion for them, helping our doctors get out on time, doing things for our doctors so that way we can...
Let them have the as much as we can take off their shoulders. So having our room set up and ready to go when doctors come in, so they're not looking for it. Hygienist calibrating. So that way your doctors have consistent exams. So when they walk in, they're able to get in, have a great exam and leave the room. Office managers, what your doctor asks you being really mindful and intentional to take notes and to follow up and to come back to your doctor. So they're not having to have the mental stress of trying to remember all the things they've asked for, but you proactively being on top of that.
Also making sure we're hitting our production goals and our profitability goals and our billing and keeping that AR down. I think are some really great ways to help support our doctor. And then also scheduling a schedule that's realistic for that doctor to be able to get through and not have to be superhuman and be in like five rooms at a different time or all at the same time. To me, that feels so unfair for that doctor. We expect so many things from our dentists. so teams, feel really being proactive on how we can help our doctor look to see because
Kiera Dent (06:53.912)
Your doctor, as an owner, can tell you, is constantly thinking of ways that they can help make you happier too. And so if we can be a yin and yang team together where we're all looking out for how can we help each other. But those are some quick tips, I think, from doctors and from owners and from CEOs that I've heard that if team members would just rally in those little areas, typically the things that cause the most stress for our doctors are unproductive schedules. working and not making money.
not collecting and not having that 98 % collections and then also team morale and problems. And then there's a million other things, but I think those things really are some, some clutch things for teams to support. so teams also, I would encourage you check in with your doctor, especially office managers. You're the one closest ask your doctor, Hey, how are you doing? And what can I do to alleviate stress for you? Because I want to remind you, there's so much weight that none of our teams can see.
When I was a team member, didn't realize how much weight was on my doctor and my owner that I couldn't see. so really like seeing that weight that we don't even know and lifting in these little ways, I think can really help. And doctors, going to encourage you to ask for the help. I know we think as CEOs and owners, we're expected to do it all and have all the answers and you're a doctor. And what I will tell you is that's a great way to be lonely, overwhelmed and come unraveled versus there is another alternative that I'd love to offer as a perspective where you can actually have a team that supports you, that trusts you.
that rallies around you that wants you to be the best that you can possibly be and really truly creating that type of a culture that allows freedom, allows creativity, that allows fulfillment rather than being completely like smothered by your practice and feeling like you have to do it all. Both are available to you and I might encourage that today you actually choose this path and a great way for this is have a team meeting.
to discuss that every ways that our team can lift and maybe say, hey, this could really help me out if you could do X and each of us brings only one thing for one person. So not one person is getting 75 different things, but we're being intentional and cognitive of that. But how can we lift that burden? And a lot of times those burdens aren't even known. And so speaking up and having a team where we're collective with this, because the reality is most of us can take on one little piece that would actually chip away the burden of somebody that's very heavy. And then step three is,
Kiera Dent (09:05.73)
I believe committing to lifelong learning and professional growth can also really help and this ties into a community. But finding ways to stay inspired, finding ways to get excited about what you're doing in dentistry rather than the day in day out mundane. And so finding ways where we can have continuous growth, we can find ways to stay engaged. I know for me, I accidentally got to a spot where I got disengaged. I lost the passion. I lost my why. I lost, why am I even doing this? I love what I do, but I'm stagnant.
And it was because I wasn't growing, I wasn't evolving. And so go to CE courses, schedule one in that really gets you excited. What do you really want to learn this year? What's kind of a pain point for me this year? It's marketing. And I'm super jazzed, even though it sounds daunting to me, but I'm super excited to learn the ins and outs of marketing, to take on AI courses, to figure out how I can incorporate that into the consulting company and then bring it also to our dental practices. But something that's going to engage me. I really have found that a lot of our doctors and myself included as a CEO,
getting in a community or a mastermind group with professionals, like where you can talk to them about these issues, you can be with them. I learned so much in person and that's why Dental A Team has brought in person to the table, to the scenes in 2025. I know when people have little kids or family agreement arrangements, it can be tricky, but I want to just remind you it's about a day and a half, at least that's Dental A Teams. It's a day and a half where you leave the practice, you leave your family.
and you go and you energize and you fill your cup. So then you're able to give to all these people so much more. And I think we, oftentimes make it bigger than it really is. It's a day and a half. So I'm giving up three days max of time to fuel my soul. And I think when we remind ourselves that we're worth that, but that's something essential. That's as essential as eating and having oxygen, at least for my soul and for me as a CEO and for a lot of the dentists that I consult and that our team consult, that's the equivalent of oxygen. And so really being able to have that of having a peer group,
And then really for yourself, just like, what do you want to evolve and to grow into set one or two of those that really just juices your life and gets you excited. I found that doctors, when they've joined groups, so a lot of our consulting clients, we have about a hundred clients and this year I'm excited. We're definitely going to be bringing on at least 200 and we've done it in a way where it will still feel very intimate, very small because I hate going into groups where I feel like I'm just one of the crowd. so
Kiera Dent (11:25.156)
keeping it to where you feel very connected, very tethered, but also being able to expand our reach to more practices and to get more people connected. That's something I'm super jazzed about. And what I found is when dentists come together, when they see each other, when they meet with each other, their happiness goes up, their productivity goes up, their stress goes down, their team engagement goes up, because we don't just do this for doctors. We actually bring your office manager or a leader in person for you, because I found that that was the hardest thing. I go, get all excited about CE,
then I have no one to implement with me. And so not having that be the problem for you, but bringing you together. So productivity goes up, happiness goes up, stress goes down, team engagement goes up and ease comes into place and having friends. was like, gosh, it's like six wins right there. Just by being a part of something professional that stimulates you have a community of like-minded people for you. So like I said, three ways to do it are one, prioritize your mental health and set aside time to meditate, to do something for your mental wellness and stress management.
Number two is have a team that supports you and surrounds you and make sure that you are supported as a dentist and also dentists, you're asking for that help, not just burying yourself. And number three is having a support group and CE that energizes you and jazzes you and makes you so excited to continue and to be engaged are three great ways for you to be able to celebrate your mental health, your wellness and your fulfillment. This is truly the zone where you're gonna be able to have long-term success. We're not playing for the short game.
We're playing for the long game. We're playing for you to be fulfilled and happy for long-term success. And so I want you guys to know that I'm here. DM me, ask for help, reach out. If you want to come join us in person, I'd love to have you. These are some things that we can do. I'm happy to share with you my favorite meditation that I do, whatever I can do. So DM me for any tips. The Dental A Team, we're on Instagram, we're on all the platforms, we're on LinkedIn. You can message me directly.
And then also subscribe for more Leadership Insights where we celebrate you. We help you be a successful, thriving dentist and team. And if this can be a support for you, if you need one-on-one help or you're like, it would really help if I just had a coach in my corner, reach out. [email protected] This is what we do. This is what we're experts at. And this is our passion. It's your success is our passion. And that's what we're here for. And as always, thanks for listening and I'll catch you next time on The Dental A Team Podcast.
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Tiff and Kristy explain how viewing claims as stories can improve how practices can streamline that process. They touch on doctor-led language to use from start to finish, how artificial intelligence can improve the process, safety protocols to implement, and more.
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Transcript:
The Dental A Team (00:01.881)
Hello Dental A Team listeners. I am so excited to be here with you today. I have the one and only this Kristy back on the podcast today. She has done at least one other podcast with me so far. Kristy is a consultant here on our team. If you have not gotten the chance to meet her yet, please hop on over to our social or hangouts. We've got our
Doctor Collab that we do every single month and our doctor and team kind of round table get together that she's at every single week. So if you're a current client, you know where to find her. I hope that you've had the chance to meet her. If you are a listener and not yet a client and you haven't met Kristy yet, Kristy, welcome. We are just so excited to have you here. And I know I probably don't say this enough, but I'm just so happy to have you on the team and Dental A Team is so happy and so proud.
to welcome you into our team and our family. You've been here now for, it feels like forever, like you started with us seven, eight years ago, but you've been here now for, gosh, I'll go on your fourth month and I'm so excited. You've got so many amazing things under your belt and your wealth of knowledge is massive. So, Kristy, how are you today? Thank you for being here, but how are you doing? You're pumped?
Kristy (00:57.848)
Thank
Kristy (01:15.502)
Yes, Mary Pump. It's a subject that is near and dear and and help benefit doctors and teams. So I'm excited to be here. Thank you.
The Dental A Team (01:25.134)
Good, you're welcome, you're welcome. And I do kind of try to make sure that when I do pick the topics that we're going to talk about and who's going to talk about them with me, I do kind of choose based on your passion because I know all of us can do most of the things. Like all of us have been around a block of time or two, but I know we all each have our individual passions set aside of things that really, really drive us or areas where
You've seen incredible massive results and Kristy, this one today, I actually think you've seen massive results on a client already that you've been working one-on-one with when it comes to this subject matter. So I think it's really cool. Thank you for being here with us. Doctors who are joining us today and team members alike, I'm really excited for this one. Our main goal at Dental A Team is to produce results for you. We want you to have a thriving.
Wonderful practice and business that supports a lifestyle that you want to live. So our goal is always to increase profitability, increase joy and happiness, and make sure that your business is supporting that life and it's working for you, not you always looking for your business. So our subject matter today, I want you guys, doctors, and then team members who are listening to it that maybe your doctor sent it to you or hasn't listened to it yet. Make sure that you guys actually truly do listen to this one. The title.
is going to be, it's going to say something, I don't know yet around optimizing claim results. And I don't want it to just get shuffled over to your team because docs were actually speaking to you guys today. Team members can pick up the bits and pieces as well, because I think you are going to be able to do that in tandem. But docs, these are areas actually where you can help hold some accountability lines and where you can help provide a ton of value and information back into optimizing your claims for the best results. The reason that we talk about this, reason it's so important
is because, gosh, a lot of your money's actually tied up in claims processing. Even if you're a fee-for-service practice, if you're sending claims on behalf of the client, on behalf of the patients, by any means, you're getting a lot of money wrapped up and tied into the claims. And then you've got a whole human, a whole body, who's wrapped up in not only sending those claims and like doing their best to get as much money as they can in as possible, but they're also spending a lot of time on the phone with insurance companies.
The Dental A Team (03:48.763)
with the claims departments trying to get that money into the practice. So if we can streamline a lot of those places and spaces and just get that money returned as soon as that claim's received, I think it just helps to reduce a lot of the overload, reduce a lot of the work and overhead in a lot of spaces. So today is all about how you guys, doctors, and your back office support team can help optimize those claims.
so that your billing department can just shoot them off easy peasy style. And then also kind of like some futuristic talk on some things that we see coming down the pipeline. So Kristy, I mentioned that you've already got a couple of practices really, actually, I've seen quite a few of your practices already, working on streamlining their claims processes. A lot of doctors who are learning how to do the claims themselves just so that they can help their team and support their team. And I think it's brilliant actually because those doctors now see it from a different angle.
So it's kind of like, yeah, they do need that thing. Like that thing that I'm like, it's fine, dental assistant that we didn't get it, it's okay. Now their brains are like, no, actually we do need it in order to get paid. So I think it's brilliant that you have a lot of them doing that. But with that said, Kristy, what are some key spaces that you really had your current doctors now or doctors you've worked with in the past and doctors you will work with in the future? Where do you have them really focusing a lot of energy on?
to ensure that those claims processes are optimized and can just be sent out really easily.
Kristy (05:17.644)
Yeah, honestly, Tiff, I believe it's in the tools, you know. A lot of it is our x-rays, intra-oral pictures, and even clinical notes, if you will. And we can dive deeper into each of those, but definitely utilizing the tools and making the most of each of them. Really, that claim has to tell a story, right? And it tells a story of what happened from start to finish with the patient.
The Dental A Team (05:48.273)
Yeah, I love that. And I love that you mentioned those pieces. And I think specifically, like, we'll dive into the x-rays because I think that one's pretty common. We've been doing that for a long time, but then I to take a lot more time on a couple of the other pieces that are in tandem there. But on the x-rays, I've been a dental assistant, right? And I've been like, it's OK. It's fine. Or like, dang it, doctor. Like, do I really have to retake that x-ray? Because like, I've taken 16 already on this patient. So what is it that they're looking for?
Kristy (05:50.446)
you
The Dental A Team (06:17.318)
on the x-ray that you can help key in. So when a doctor walks in and sees that x-ray, if it doesn't have these parameters or if it's, you know, cut over here, like what should they have set in place where even the dental assistant or hygienist knows, actually that's a retake, like I need to retake that. What are those spaces that most of the time, if a claim's lucky enough to get to the doctor auditor, what are they looking for specifically that you know of on those x-rays?
Kristy (06:43.596)
Yeah, obviously depending on what procedure we're doing, again, the x-ray has to tell a story, right? So if for some reason we're doing a crown and you cut off the clinical portion of the crown, that x-ray probably isn't gonna work. So a lot of people think, we need a PPA for a crown and they're getting the apex of the tooth when really we need to see that clinical portion of the crown. But again, it's a two dimensional
The Dental A Team (07:10.782)
Yeah.
Kristy (07:13.52)
right? So if that x-ray isn't showing the fracture or the break, we have to use our other tools or pull them into it. But specifically for the x-rays, thinking is this capturing what I'm seeing visually in the mouth as well, right?
The Dental A Team (07:29.501)
Yeah, yeah, that's brilliant. I love that you said that's got to have the crown if you're doing the crown, you got to the crown of the tooth, you got to have the top there. So because I know sometimes they do get cut, right, we'll get the apex really well. And then we're like, okay, but I've got two x-rays, if you smash them together, I've got both of the pieces. It's like maybe sometimes, or a bite wing. But also, I think, and I've done this a time like with your premolars, right, if you don't have it just right, then you're, you're not getting just the individual tooth right now, I've got overlap.
So then it's kind of hard to, especially I know for me when I was a dental assistant, I would overlap a lot, right? In the beginning, especially, but I'd be like, come on. And the doctor's like, okay, but it's an open margin on the current crown. And I can't see that. I can visually in the mouth, but on the x-ray, I can't see the ledge because there's an overlap. So making sure too, I think for going backwards a little even, maybe even at diagnosis, that makes me think like, when you diagnose it,
making sure you're putting the reason for the diagnosis in your notes so that when you go back to it, that patient now comes back in for that treatment. Even the dental assistant, if that's today you're taking the x-ray, right, can look at why are we doing this? I would love for the dental assistant and the support team to know why we're doing things, no matter what. So why are we doing this? Because even at that point, she or he can look at that x-ray and be like, okay, does that make sense in conjunction?
Does this x-ray make sense and work in conjunction with the reason that I read for that? So making sure maybe even from a doctor's standpoint that we're always vocalizing it and then it's getting in those clinical notes at diagnosis. And then we're teaching and training our team to utilize those pieces just as much as they do. What's your thought on that? And then I think that kind of slides into then also intraoral photos.
Always, if you can do an x-ray and an intraoral photo, I think the insurance companies are like, great, you just made my job easy. Now I've got everything and it's quick to pass it in as a paid claim. What are your thoughts on those pieces?
Kristy (09:30.22)
Yeah, I think there's two things there, Tip. You pretty much mentioned an app diagnosis, and that's a huge proponent of this because many times we're not doing that treatment same day. And from a time standpoint, right, we don't want doctor to have to come back in and re-diagnose it because we've put the picture up there and he can't even see why we're doing it, right? So again, that x-ray needs to show a story. And if it doesn't, then to piggyback on what you said, let's make
The Dental A Team (09:52.093)
Thank you.
Kristy (10:00.154)
sure we're using our intraoral pictures to take a picture if it's not showing the abfraction or you know the broken tooth or just the reason why we're doing it because again from a claim standpoint we're at we're sending that in and asking them to pay on something for treatment that we've done and if they can't see it because they don't have the pleasure of having a patient sit in front of them right so making sure we're utilizing that but
The Dental A Team (10:24.004)
Yeah. Yeah.
Kristy (10:30.134)
like I said from a time standpoint making sure that clinical note says why are we doing this and be specific you know not just that there's a crack in the tooth but maybe it's a distal buckle fracture running across the floor of the tooth or you know be very specific so they don't have to go back and re-diagnose at time of treatment as well.
The Dental A Team (10:42.992)
Yeah. Yeah.
The Dental A Team (10:53.535)
I agree. think you encompassed all of those pieces there. The x-ray that needs to show the pieces, the intra-oral photos, but then also the clinical notes, the pre-clinical notes for sure, right? The clinical notes at the exam date, but then also you kind of mentioned like, where is it? So even if it's on the, even if it is in the exam notes, it needs to come back again and follow through to the clinical notes on the day the treatment was done. Because now what I'm thinking, if I'm doing these pieces, right? I'm thinking, okay, what's the person like,
behind me, the next person that has to have a touch point on this patient's case, what are they going to need in order to do their jobs the best? And my billing coordinator was always like, I just need more information. I need better descriptors or better adjectives even, making sure, like you said, we're really encompassing where that fracture is, maybe how big it is. I know there's a lot of buildups out there that are done because keywords, 75 % or more of the tooth structure has been lost.
you've lost three out of four cusps, you've lost like how much of that tooth is missing, how much of the tooth was replaced. Those pieces actually do, I think, tend to make a difference and those pieces come from your clinical side. So your doctor's vocalizing those pieces and oftentimes docs, you are vocalizing those pieces, but it's not always getting translated into the notes. So making sure you're training your team on how important that is because now your billing coordinator can go in and just copy and paste that clinical note.
they're not a clinician. They shouldn't be writing their own stories, right? They shouldn't be trying to depict their own story from piecing all these things together. They should be able to go to your clinical notes, copy what it says, and paste it for the doctor who's going to be looking at it on claim state. My opinion or my concern, right, would be if there's not enough easy data to read, to see, to just say an easy yes, I think it's an easy no. And so I think
We have to assume, right, that insurance companies are, we know everyone's out, every business is there to make a profit. Insurance companies are not different than that. So for them to say yes, absolutely, to every single claim, like, that's just not, it's never going to happen in the world we live in today. So to assume that they want to say no, you've got to convince them to say yes. I think that kind of a mindset, Kristy, keeps you in the space
The Dental A Team (13:20.065)
on the clinical side of how do I convince someone who's not sitting here in my chair with my eyes seeing this patient right now, how do I convince them out of no to say, yes, this patient needed that? How do you, how do you feel about that kind of mindset? And have you seen that with doctors? Like how does a doctor, from your standpoint, you do fantastic at mindset and, leadership and training. How would you help a doctor kind of sit in that kind of a mindset?
is it's very easy to be like, I hate insurance companies, I'm not doing this. It's so easy to get to that space of like, I'm over it, I'm not doing this anymore, but how do we keep them in that space of no, I'm actually here to convince them that it's a yes.
Kristy (14:01.408)
Yeah, I think part of it is just really taking the time to see it from their standpoint, right? And making sure, I mean, just in anything we want to know that
The Dental A Team (14:08.58)
Thank
Kristy (14:16.14)
we're doing the right thing, right? So as long as we're coming in it with that mindset that there is without a shadow of a doubt, again, even a doctor going from the diagnostic phase to having the treatment, right? How many times have we seen a doctor come back in and go, now, why did we treat a plant of crown on this too? Right? So if we have that doubt, because we don't have that narrative, why would the insurance company not have that same doubt, right? So just flipping
The Dental A Team (14:31.15)
Yeah.
The Dental A Team (14:45.218)
Yeah. Yeah.
Kristy (14:46.164)
that script to go, I know our doctors are doing good care and doing what's right for the patient, we just need that data to support what we're doing. So easily coming from that perspective, it usually flips the doctors, you know, to thinking. Yeah, thinking the other way. So.
The Dental A Team (15:03.502)
mindset. Yeah, that's beautiful. That's beautiful. And I think that helps too then to think, okay, well, what x-rays, you know, what x-rays do I need? And what intra-orals? If I couldn't see this patient's mouth today, what pictures would I potentially need in order to confirm or deny that yes, I do in fact need to do this treatment? So if I, I might think if I'm a, if I'm a doctor clinician, I might think, okay, if I go back two weeks ago,
look through the diagnosis that I did, could I say yes or no, like support these diagnoses based on the data that I have at hand. And that I think kind of helps flip that script too. And realistically, think regardless, it's probably just good common practice to have a lot of that stuff on hand anyway, because it's not just the dental insurance. There's other board cases and things like that that
You really do. Having the stuff behind you is just a safety protocol. And while it might take a couple extra seconds, like chair time and while the patient's in there, I think it saves potentially a really long, rigorous amount of time later on both aspects. Fighting for a claim to get paid and then prepping for something unthinkable. You guys, we always have to think of worst-case scenario. How do I get prepped for that? Because if we're not prepped for it it happens, well, shoot.
I've seen it happen, right? And I'm like, girl, I don't know, my hands are tied. But I think that kind of mindset you're describing really would go hand in hand and just be a safety protocol for a practice. So making sure we've got all of those. And I know, gosh, a long time ago, because I was in practice taking x-rays at this time, which was feels like a whole lifetime ago at this point, but they really started requiring even in our PAs and intraorals for anterior fillings, which at that point,
I was like, throw the claims in the air, I'm over this. That's ridiculous. But when we started taking, we started implementing them in the practice, taking those PAs once a year, we found decay that we didn't find before. We were like, well, shoot, this is why things like that happen. So x-rays like apex and crown of the tooth for sure, but also making sure like even if it's just fillings, you've got the data to back it up. Intraorals, I think always.
Kristy (16:59.918)
You
The Dental A Team (17:24.102)
I just love interaurals for everything, and I think a lot of people take the extra aural photos now too, which are insanely helpful, especially for the like, bruxism and the wear, things like that. But then you mentioned also the clinical notes, making sure those clinical notes are really dialed in and they say what you need it to say in a clinical way. Your clinical notes don't have to be readable by layman's term, right? They need to be, they need to work for doctor's terms. They need to work for your terms. So making sure those pieces are there.
Before we just stick to those three, before we got started today, you actually even mentioned like AI. And I think AI is just like this crazy thing that's just, I mean, the amount of like emails that my boyfriend has written with his AI tool that have gotten him way past like the point of, you know, like he thought this was never going to be resolved. And then he's got email held, like it's been insane. So I'm so excited. And I know the world is excited for all this AI stuff to come in.
Kristy (18:04.718)
Thank
The Dental A Team (18:24.369)
But I'm excited to see how it really truly benefits the patient. And so Kristy, just ideas out there, like how do you think these AI pieces, Pearl and all of these companies and even just writing narratives, but how do you feel like that's gonna play a role in optimizing the claims and really helping practices get that, get them cleaned up faster?
Kristy (18:44.076)
Yeah, I'm going to take one step back and then go forward on AI, but because you did such a good job on the intraoral pictures too, I want to also make a comment here about that too. It's not just in the doctor's realm, but also in the hygiene realm too. Like when hygiene is doing perio measurements, right? And they're diagnosing for perio, snap an intraoral picture of that bleeding. That picture will go
The Dental A Team (19:01.232)
Mm-hmm. That's it.
The Dental A Team (19:12.589)
Yeah.
Kristy (19:14.01)
long way when you're doing your perio services. But with that being said, that also ties to the AI because what I'm seeing with AI is the offices that have it, they are not getting the rejected claims because the AI is so consistent in measuring the amount of tooth structure, right? The amount of decay, the bone levels. And so it just, it doesn't lie.
The Dental A Team (19:28.637)
Yeah.
Kristy (19:42.702)
It is consistent and there's no bias within the AI. So truly, I have yet to find a claim that has been sent to insurance that has x-rays, intraoral pictures, and or AI technology attached to validate the treatment they've done. I have not heard of anybody have a claim denied. Yeah.
The Dental A Team (19:59.238)
Yeah.
The Dental A Team (20:05.57)
That's amazing. I think one thing that I heard too, I don't know if it's implemented yet, but I can't imagine that it won't be, is the insurance companies actually having their own on their side that you send in your x-rays, you send in those those pieces and they shoot it through their own AI spaces. And so then it's like confirming your AI and your diagnosis or your no AI if you didn't send it, but it kind of feels like even
not having that tool within your practice is like, that's again that like safety protocol, like what are all the safety measurements I can put into place to make sure that I'm covered? It almost feels like one of those systems or tools might be just a good safety net for that. Have you seen, I mean, I know we don't work with the insurance companies, but have you heard of that yet or in your speakings? No? Yeah.
Kristy (20:53.546)
Yeah, sorry, I have heard that. In fact, one of the things that we've talked about from an insurance perspective is insurance companies know more about doctors than doctors know about them. I bet if you asked an insurance company how many crowns a doctor did, they could answer that question so much faster than even the doctor. And so, yeah, we would be fooling ourselves to think insurance companies are not using AI on us as well.
The Dental A Team (21:11.081)
That's fair.
The Dental A Team (21:22.131)
Totally, totally fair point. Because even just pulling like how many claims it takes us, we're like, I don't know, where do I find that information? And we're like, hobbling back and forth trying to find it. That's a really good point. They just click a button and they know it. I love that. So from a clinician standpoint, from our doctor's standpoint, I think they have a ton of control over the tools they're using to diagnose and then passing those tools. I think that's how I would.
want a doctor to think about it, right? Like, what tools did I utilize to diagnose this because someone else has to diagnose it without the patient in front of them and confirm my diagnosis, which is annoying. I agree with you guys. I'm 100 % behind you on that, but it's the way it is. safety protocols put into place, safety nets are clinical x-rays, clinically readable x-rays, intra-orals, notes. And something we didn't really hit on...
But I think you mentioned earlier, Kristy, that I think is really important with the notes is the note templates. So making sure, right, that the doc can have, even your support team should be able to fill in a lot of the clinical note for you because they're there to dictate what you're saying. And so they can dictate that and then utilize that template. And the doctor then goes back later to confirm, just like the other guys are confirming for you, that those notes are correct. Now, Kristy,
Do you do it the same way? I'm assuming, right, because we all have been in this world together for a long time in the dental world, but do you do the same thing and train your dentist to train their team members to do that as well? Fill in the templates, the support team supporting them, filling in those templates.
Kristy (22:59.618)
Yeah, I know there are a lot of doctors that like to do their notes because they want to make sure the details are there. But having those templates and the doctors can create those templates, right, for each procedure. We still want them to be custom notes, right? But the basis for what we do, like usually there's only a few types of anesthetic we use or how many different composite materials do we use? You know what I mean? We can have those basics in there and then the doctor can
The Dental A Team (23:26.748)
Okay.
Kristy (23:29.592)
go back and verify anything that the assistant has updated and if there's anything to add they can do it and sign off on those notes but absolutely having those templates can can help time wise and I will also say you know with the notes and billing insurances back in the day we used all these cam narratives and guys if you're doing that we need to get out of that habit truly it has to be a custom note and you're
seeing it more and more where they want it cropped, you know, they want it taken from the actual narrative in the clinical note. So it's very important that we do have those details in there.
The Dental A Team (24:00.651)
Yeah.
The Dental A Team (24:11.78)
I love that and I totally agree and I think that also then if our team is supporting us in that and getting them done, I have a lot of doctors that are like, I'm so far behind on notes, I've got two weeks worth and I'm like, oh my gosh, to me, I'm like, that's two weeks worth of claims that probably have not seen the light of day except for your profis that have gone out.
That also helps clean that up where if our support team is doing them, our doctors are going back through adding their snippets that they need to, but confirming it, signing it off. now tomorrow my billing rep can get in first thing in the morning and send all of today's claims off. So I think it helps. We're talking about optimizing, like we want to optimize in every level. want all those safety nets together of how did I diagnose this? How do I confirm it? But then also we want it all prepped and ready to go. So our team can take it and just get it out there. The longer it sits there.
the worse it gets. There's timely filing for sure, which is a year, but you guys have to think, I have a year, that's awesome. But if I wait three months because I didn't get my notes done and then my girls have to fight to get it paid, like it's just not worth it and you're overhead. So great points, Kristy. So optimizing claims, if we're to it up, you guys, literally, I think Kristy, the best thing we can like summarize all this is how did I diagnose it?
And what are those safety nets? And how am I going to allow someone who's not sitting here to diagnose it and confirm it? So x-rays clinically, readable x-rays, intraoral photos. I love that you said the perio as well. I know the calculus, the nasty like, you know, behind the teeth pictures, those are always fantastic as well. And then notes, I think the templates is a brilliant idea. And adding that AI piece in there, I think is like the biggest safety net of all because it's all there.
One thing I do want to mention, and I know this because I've got a lot of doctors who are like, oh, I didn't even look for the x-ray until after the fact. And it happens. It's whatever, right? We've got, you diagnose it, you do it, whatever. If you get in the habit of, your x-ray is not up on the screen, you don't touch a tooth, you'll never run into that again. We used to run into it in my practice constantly. And my billing rep was like, I don't know what to do because we're not going to get these claims paid. And so we made a rule if the x-ray was not up.
The Dental A Team (26:28.428)
you didn't touch the tooth. one space there, but make sure your x-rays are readable. They're up. You're looking at them. Your notes are super, super duper clear. Your intro aural follow it. And you guys, think AI is probably worth looking into if you're not using it already. If you have it you're not using it, go freaking get trained and use it. Kristy, any last tidbits or thoughts on any of that that you want to wrap up for them?
Kristy (26:48.782)
Absolutely.
Kristy (26:55.104)
Yeah, I all of that I agree with you 100 % and I also think just so you know, we mentioned it used to be a year filing for claims. There's some of them that are getting down to 90 days, we may even see some less. So guys forming these habits today are going to reap rewards. And I will also say, many times, it's the office right waiting for that insurance money. You also touched on fee for service. That's very important.
The Dental A Team (27:07.138)
Yeah.
The Dental A Team (27:16.845)
Yeah.
The Dental A Team (27:23.65)
Yeah.
Kristy (27:25.008)
If we're asking patients to pay fee for service, we want them to get their money right away as well, right? That helps them stuck to your office. So all of it comes full circle to help each other.
The Dental A Team (27:31.896)
Thank you.
The Dental A Team (27:37.71)
Those were amazing points. Thank you, Kristi. I knew there was, I could tell there was something in there. You're like, nope, I got a little extra. I love it. I love podcasting with you. Thank you so much for being here with us today. You really do have this brain that just like you hear something and then it expands and you're like, okay, but and, and I love the way the way you present it. So thank you so much for being here with us today. Doctors, I hope if you are driving, you're going to re-listen to this. If you weren't driving, you were feverishly taking notes. Team, if your doctor hasn't heard this one yet,
send it over to him or her. It's a big one for them to be able to really support you guys and vice versa. This is all encompassing you guys. If we want to optimize the claims process, we want to optimize getting these things done, we all have to work together from start to finish. So ensure these things are put into place, fill the habits, do the things now that might take a little extra time upfront so that you're saving time and energy and work later. We want you to be insanely profitable. We want you to love your life. These are really easy ways that you can start doing that.
right away. So Kristi, thank you so much everyone. Thank you for being here. Drop us a five star review. We love to hear from you guys, especially when it comes to topics like this. How helpful was the information we want to hear from you? If you need help, if you want notes, templates, if you want ideas, if you're a current client, reach out to your consultant. We are all here to love on you. If you're not yet a client or you're just a listener for now, [email protected] and you can hop over to our website.
and we've got our practice assessments up there. thanks again, Kristy, everyone. We'll catch you next time.
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Kiera shares a secret weapon to high morale in the office place: celebrations. There are three steps to maximize the fun while keeping everything running smoothly:
Create a birthday and celebration system.
Incorporate monthly team events.
Make recognition public and consistent.
Episode resources:
Sign up for Dental A-Team’s Virtual Summit 2025!
Subscribe to The Dental A-Team podcast
Schedule a Practice Assessment
Leave us a review
Transcript:
Kiera Dent (00:00.792)
Hello, Dental A Team listeners. This is Kiera and today I just want to ask you, do you really want a happier and more engaged team? Do you want to be able to know that they're going to be incredible with you? I do believe that celebrations are the secret weapon to building a positive culture. And today is a special day because it's Dental A Team's podcast fifth birthday. And so I thought it was just such a special time. You guys, this podcast has been running for so long. I am so grateful for you for being a part of it. And I just thought, hey,
Well, one of the greatest things is while we're celebrating Dental A Teams podcast birthday, let's teach you the secret weapon to building that positive, effective team culture. So you guys, the reality is when we acknowledge milestones, when we acknowledge celebrations, when we acknowledge things that our team is doing well, what that does is it puts our focus on the things we actually want our team to do. We put a focus on them as a human being. We put our focus on them actually being more of what we want them to become. And so what that does is it actually improves morale.
increases retention and that ultimately equals overall productivity. What's really awesome about this is people are looking for like, how do I hire? How do I bring on a team? Well, if it's a great place to work, people want to work with you. And a lot of times these celebrations are that secret weapon because it becomes fun. It becomes life. It becomes the things that we want to do. So in celebration of Dental A Team's fifth birthday, I cannot believe we've been doing the podcast for this long. Kudos and appreciation to all of you for being here. I just want to say thank you for being here.
And let's roll in three quick steps where you're able to use and maximize these celebrations to boost the morale that your team wants. Dental A Team was created for you. This podcast was created to bridge the gap between where we are and where we want to be. I try to create this in a quick tactical, practical way for you to be able to take this, celebrate your team, have the fun with your team and be able to truly live life. My passion is life and my platform is dentistry. And so that's why we've created this podcast and our goal in our dental consulting company is to make your life easier.
to make it easy to implement systems, to make it easy to achieve the life that you desire to be, to make it easier to have a team that's rallied around their doctor and it's truly supporting and serving their team, their community, their patients with ease. So that's what Dental A Team's all about. This is gonna be a short, actionable episode where honestly you can go take these tips and implement them today. So step one is.
Kiera Dent (02:17.53)
create a birthday and celebration system. I know this sounds so silly, but the reality is I love to build things on systems because they're automated. We don't have to think about it just like our morning routines. I don't have to think about how I'm going to do my hair. I don't have to think about how I'm gonna put my makeup on. I don't have to think about if I'm going to brush my teeth or not. It's a system that we've automatically done and by default as humans, we love to create automations. We love to simplify because it's less brain power. So let's create this into a way where it's a system.
that we can then add the sprinkles, we can add the intentionality behind, but we have the system for success. So birthdays and milestones matter for team connection. It's something where when people feel recognized, they feel special. And some people like to be recognized in public, other people like to be recognized in private. But as human beings, there is a need for us to be significant, to be recognized, to realize that we have purpose in this world. And so some key elements in the celebration system is...
we have to actually have a calendar with the team birthdays and work anniversaries on there. And then someone needs to actually be accountable for overseeing these. And then we need to personalize the experience for each person. So for us, we actually have a Google calendar called birthdays. Our client birthdays go on there. Our team birthdays go on there. Our work anniversaries go on there. And then what we have from there is we actually have a built into on their one to three year birthdays. This is what we get on our one to three year anniversaries. This is what we get.
three to five and so on. And it's actually built into a place. So that way we've taken the thought process of what do we do? And now we can customize it for each team member. So they feel special. Some dental offices love to do lunches for their teams on birthdays and anniversaries. Some people love to do flowers. Some people love to do gifts. Some people love to just write letters to them. Some people they can have like a big board in the break room for that team member where they're able to put up why we love this person. Some people do like, what does this person bring to the table? Like what are their key strengths that we're so grateful for?
And it's wild because if you did this throughout an entire year, imagine having some nice sticky notes in your office where that person on their work anniversary, we said, why Sarah is such a valuable player in our team. And that's up there. And then we put up John, and then we put up, I don't know, Brittany, and then we have Tiffany, and then we have Shelby, and we have Dr. John, whatever it is, we put those up and we actually can start to see this creation of this beautiful team that we've created and all the strengths that we bring to the table to make our team incredible.
Kiera Dent (04:32.204)
that becomes a powerful culture that you're starting to create as well. So what I've seen is offices who really take the time to be intentional with team members, team members stay, they feel important. They feel like they're cared about. They feel like they matter. And so even if it seems silly to you, this is a great way for you to give back. And also for me as a leader, I found that it makes me actually intentional and to remember why I love and appreciate this team member and pulls me out of the day to day.
and becomes intentional with that person as a one-on-one focus. So what we need to do is create a shared birthday calendar this week and assign a celebration leader. I think it's a really fun way. Have somebody who's just fun, they love to do this, this can be their job, give them a budget. That way we actually have a true system of our birthday and celebration system. What do we do? How often do we do it to recognize our team members? Now, the second piece we're gonna do, step two is incorporate monthly team events. So we're taking this one step further. I literally have a budget on my PNL and my chart of accounts.
that is team birthdays and anniversaries, team outings and events. So actually start to build this as a budget for you so that way you can incorporate these things and we know how much we can spend, what we're allowed to do to make sure we still maintain that profitability as well. So when we incorporate monthly team events, this is fun. It strengthens relationships, it strengthens bonds, it allows us to get close together. And what I like to do, since there's usually three departments within a practice,
We've got our front office team, our hygiene team, our dental assistant team. You can also throw in your doctor team. So you could do hygiene and DAs, whatever you want to do. But every quarter there's three months. Every year there's four quarters. So however you want to break it up, but I like to actually assign teams out to this, give them their budget and then they create activities. And these could be themed lunches and potlucks. I had an office and they called it dip day. And I really loved that. So they would do it like once a month, everybody would bring in their favorite dips and they'd have a potluck one day.
a month. That's super easy. Minimal costs to the team becomes something very fun that they're all able to participate in. But having something like that can really be fun for it. You can also do team building activities. Like I've seen offices do escape rooms or wine and paint nights, or they go to games like the, I don't know, whatever your team is, the Yankees game or whatever it is, but you actually plan these outings for your team. We can even go volunteer. You can have where we give back. have opportunities to serve together as a team.
Kiera Dent (06:49.422)
but team building activities really can grow and bond you guys together. And then you can also do celebrations of like when we hit milestones, maybe when we hit our first million or maybe when we hit our first 2 million or maybe when we get our first 100 Google reviews or whatever it is we're trying to achieve. Maybe it's when we get our block schedule in place, like whatever it is, these can be really fun things for you, but they're planned, the whole team knows. And what I found is when you break it up by department, your team actually has more buy-in for it because now people know what it feels like to have it.
And I, as a leader, feel like there's so much on my plate. That's why we need our celebration champion who really takes this on. They've got their budget. They're excited. They're jazzed. And now you just get to show up and be a player with it is really fun. So what's really incredible about this is offices who start to do this, you don't see the immediate effects. I know we like to get the positive reinforcement. We want this to hit us right away, but just so you know, this might take a year before your team starts to buy into it. But I want you to know we're playing the long-term game of retention of team like
satisfaction of love and connection of that morale because when people really feel like they've got each other's backs when they feel like they're a true team, this is when they get there. They're just sports team. I'm a BYU fan. Judge me or love me. It's your choice. But what was interesting is this year BYU actually had one of their best years. They've had a terrible, terrible, terrible time. And something that their coach talked about was he actually took the team at the beginning and they went up into the mountains in Utah and they bonded as a team.
And they actually had one of their best seasons that they've ever had. And I truly believe it was because they bonded together as a team. They did things that were outside of just practice and football to make them human. It's becoming a humanized experience. And I think that's the currency in today's world. And so having somebody be the person who plans these team events, whether it's the month or a quarter, I don't care, you choose, but really that's gonna be step two of incorporate monthly team events or quarterly into your practice.
And then step three of this awesome thing is make recognition public and consistent. And there's a million different ways to do it. But what I do believe is what we focus on is where our energy will flow. And so if we're focused on the great things of our team, if we're focused on the good things people are doing, rather than the negative, we actually create more of that behavior. And for me, I'm really pro of how can I teach all of you how to get more of what we want and less of what we don't want? Well, public recognition being consistent.
Kiera Dent (09:07.19)
is a very key piece of this. And so this will be shout outs and team meetings or social media posts highlighting team achievements or a team starboard or a high five kudos jar or any of those things where it's public and it's consistent. I have an office that I really love and what they do is once a month they actually have all the shout outs in a jar and they pull out a winner of it and the winner gets either like a personalized gift or a gift card. But then the...
that I really love is everybody wins because everybody gets their shout outs for that month of what people have said about them, what people have recognized about them. And leaders, you do need to set the stage on this. We need it to be something that's intentional. We need our team to know that we're serious. It's not just like, Kiera showed up today. That actually can actually hurt our culture rather than inspire our culture. And so if I do notice those things in the shout out jars, I actually do have a conversation.
to make sure that team knows that they're actually hurting rather than helping. And that's unacceptable within our culture. And they have an opportunity to change or they have an opportunity to leave if that behavior doesn't change. And so with this though, we have on our Wednesday mornings, Wednesdays are core value shout out day at Dental A Team We have our core values in every team member. No one's assigned to go. Everybody does have an opportunity to go, but the first person starts and they shout someone out of where they saw that person exhibiting the core value. I love it. It's a two fold because not only am I then
pushing culture within our company, but our team members are recognizing one another for the core values that they're doing. And what's always beautiful to me is each team member usually says like, gosh, I have like two or three that I could give out today, or I could highlight every team member. And that's what I want our teams thinking about. I want them to think about how great these people are, how wonderful these people are, how lucky we are to work together. Of course, there's going to be like issues. Of course, there'll be
frustrations, but if the bulk of what we're seeing are the positives, I believe that's how we're able to build an incredible culture. whatever it is, I would recommend that you implement a weekly recognition ritual in your practice starting next week. Like we can get this started. You can roll out Wednesdays of core value shout out. could roll out the high five jar. could roll out whatever it is, but we've got this where we've got birthdays and anniversaries. That's step one, where we celebrate those and we have someone championing over that in our celebration committee.
Kiera Dent (11:16.728)
We have team events that we do monthly or quarterly. And then we have consistent weekly recognition that's public and consistent. So whatever it is, those would be the steps, the three steps for you to really be able to put into place a birthday and celebration system, which again, sounds so silly, but the goal is for us to truly be able to grow our engagement, to grow our community within our team, to grow the culture, to grow the bonds that we have, to have fun with each other.
to remember that we're not just colleagues, but we're human beings on the other side of that. So this is where we're gonna be able to shift and have small celebrations, create big shifts in culture and retention. I do want to be very honest with you that this is something that does take a hot minute. When I first started implementing these items, I didn't see the immediate results, but just like going to the gym, when we go and we start doing sit-ups, we don't walk out with a six pack as much as I wish we could. It does take time, it does take consistency, but I want you to know.
that while we don't necessarily see the results just like working out, the results are actually being built. We just can't visibly see them with our eyeballs, but they are being built within the internal. And so remember that these small consistent pieces have somebody set up to do it, have a lot of fun for it. If you guys want to DM us for any ideas that we have, I'm happy to share checklists with you. I'm happy to share kudos jars, shout out things that we do, our core values so you can see how that's done. Whatever I can do to support you, DM us to get started.
And always subscribe to the podcast, more leadership tips for your dental practice to thrive and grow. And just know that truly what we just talked about is exactly what the Dental A Team does. We go from the systems of the practice and the dentistry to the humans of the practice that create and make the practice thrive. And if that's something that resonates with you and you're interested in finding out more of consulting would be right for you, reach out. [email protected] I'd love to help you. I'd love to support you. And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast.
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Kiera shares the most common problems dental practices face — scheduling inefficiencies, high overhead costs, and patient retention — and how to fix them.
Episode resources:
Sign up for Dental A-Team’s Virtual Summit 2025!
Subscribe to The Dental A-Team podcast
Schedule a Practice Assessment
Leave us a review
Transcript:
Kiera Dent (00:00.93)
Hello, Dental A Team listeners, this is Kiera. And today, I just wanna come in here. I've been kind of doing a little bit of research out there and I wanted to help you see that every practice is facing challenges. And really the key is knowing how to turn those problems into opportunities. I love just thinking about, we've got to find ways to turn these problems into opportunities because it can be a problem or an opportunity, depending upon how you choose to view it.
And so today I wanted to just kind of dive into the most common problems that dentists face and actionable solutions for you to actually overcome them. Because reality is if you can know what they are, you can game plan with it. You then are gonna be able to help serve more patients, help your practice, help your team, which is what Dental A Team is all about. Dental A Team was founded to help dentists and teams truly bridge the gap to have more fun, less stress, more profitability, serve patients on a higher level.
and to be able to do it with ease and fun. I love to think about it as like popping confetti when we're coming in to help you with systems. We are not your traditional consulting company. So many offices have told me, Kiera, you guys literally have revolutionized how consulting works. My team loves you. My team's excited for you to come in and you don't just help us with dentistry, but you actually help make us better people. And so that's what we're all about. And I believe honestly that while problems are common with the right systems and the right mindsets, you can actually solve them pretty quickly and effectively. You don't actually have to struggle with it. So,
super fast, actionable episode three of the top problems and how to solve them. So problem number one that I see consistently are scheduling inefficiencies. This is, think, one of the biggest bulk, the biggest beast of all of dentistry is that people really truly don't know how to schedule and schedule effectively and scheduling is an art. It's not a science, but why do we wanna have like unicorns out there when we can just schedule it effectively and efficiently? And what we actually found are...
A lot of offices, when we did deep dives, they missed their financial goals. They missed their production goals, not because they actually weren't able to, but because of open time within their schedule. True. So we've started tracking open time and schedules and realize if we would have just filled those effectively, you would have hit your goals with ease. And so how do we actually get our practices to look at the unproductive gaps, last minute cancellations, overbooking, not scheduling strategically. And the simple solution is block scheduling, also confirming appointments 48 hours in advance.
Kiera Dent (02:18.338)
And then also what's our cancellation policy within our practice? A lot of offices we have changed our model to when we call a patient, we want them to confirm their appointment. And if they haven't confirmed within 48 hours, we literally have a voicemail and let them know we will be moving your appointment. Now we actually pull it off the schedule. We can still see them when we come in. Fantastic. If not, we have solutions for that. But literally we start to retrain our patients. And then also our cancellation policy is if they call me to cancel today and it's less than 48 hours, they get moved out six weeks.
and then we move them forward. But everybody following this policy starts to retrain your patients so we stop having these gaps. I want you to think about your practice as are people so committed to coming to your office just like they do their hair appointments, their nail appointments, any of those like their doctor appointments where they know it takes months and months to get into. Do we have that high level of customer service, high level of customer care? Now, of course, if they call us within 48 hours, fantastic, they're an incredible patient.
But otherwise we are going to make sure that we start to train them. And we also do this with our new patients when they call us. So we're training our new patients at the beginning. They have to send their paperwork in 48 hours before their appointment to make sure their appointment's confirmed. These little things will actually fix the problem. Now cancellations, I don't allow cancellations via voicemail. I change voicemails. I also don't allow cancellations via text message. So we train our teams that these are things that we can't have happen. This is how we respond to the patient.
The reason being is if I can get them on the phone, I can usually find a solution to their problem, keep them on the schedule, figure out what the problem is. Maybe they think it's gonna be too much time. Maybe they just need to scooch down 20 or 30 minutes and I have that availability. But getting them on the phone rather than just the simple text for them to cancel can actually fill your schedule. So when I have practices implement, whether it's the new patient policy of having them confirm their appointment by giving paperwork back, whether it's that we...
have patients they have to call you back to confirm their appointment. Otherwise we scooch them off. We utilize the model of not allowing cancellations via voicemail or text message. Practices literally boost their production by at least 15 to 20 % because now we've got all these holes filled and we're actually able to fix the problem. Some other offices implement deposits or different pieces to that. So right now I would recommend review your current scheduling system and figure out where are the gaps.
Kiera Dent (04:35.828)
what's happening, what's happening consistently, not what we think, but what we actually know. A practice told me we were getting tons of cancellations and I said, fantastic, I want you to track it for 30 days and I want you to let me know what type of cancellations are coming through. And turns out they actually are only having about six. Now, just so you know, a common thing is you will actually have like one to 2 % of your total practice will cancel and that's okay. Like that's normal. We need to not hope and pray every single person.
actually shows up for it, let's add a one or two percent cancellation per day. That way our goals are not having to be perfect, but we can actually have that that room for life happening. That's actually going to set you up for better success as well. OK, problem number two, high overhead costs, really struggling to get our finances in order. And so like rising costs and payroll supplies, like everything with inflation right now, that's really a struggle. And so offices are having this squeeze of how do I manage the overhead of the practice?
the lower reimbursement rates, being able to produce. And what it is is number one, we've got to look at our P &L and know our numbers. Like that's the number one solution is knowing it and figuring out a plan and having budgets for it. Two, we got to figure out, can we increase our insurance rates with our insurance providers? Or can we actually start to diagnose different procedures that are not dependent within insurance, like implants, full ortho, all on X cases, different things that we could bring to the practice that would actually help us be more productive.
Can we also have budgets in place so that way everybody is able to know what we're actually going for and targeting for these overhead costs? Are we monitoring this consistently? Are we removing things that are unnecessary while also making sure that our schedule is productive? And so something that I found is when offices start to just track and monitor weekly with KPIs and the monthly reviewing their PNL, like literally I have a meeting with my CPA every single month. And when I do that, what happens is I actually am accountable to reviewing my numbers.
My CPA is accountable to making sure it's done on time. So I have timely numbers and metrics so I can use them as a guide. and I have budgets to where we know and we look through it every single month to make sure are we on track? Are we off track and why? We set up budgets for team expenses, team outings, team events, marketing, gifts for clients, all those little things that we forget about. Put that into your budget as you build these budgets out. So we better plan, we better project, we better prepare.
Kiera Dent (06:58.316)
This is going to help with high overhead costs. And a big piece on this is also maintaining your team and keeping team and longer team retention, which leads into amazing team celebrations, amazing team culture. This is going to help. So I would recommend weekly adding some CEO time into your schedule. 30 minutes to one hour is really going to help you to schedule your P and L to be able to look for areas to cut unnecessary expenses. And I always set up quarterly with my CPA that they send me all of my expenses for that quarter.
me and the office manager, Britt, we review them, every single one of them, same with Shelby, making sure nothing's in there that's overpaid, underpaid, and that our budgets are actually correct. All right, problem number three, patient retention and challenges. So like keeping these patients, and so patients not coming for followups, they're leaving for other providers, and so it's really this like game of, I mean, even myself, I went to a practice, I'm a fee for service patient, the office did not let me know that the doctor that I had been seeing,
because I work across the nation. I can go to any dentist. Like I do not need to have a set dentist. But I like the consistency. But knowing that about me, and I've been very honest with this practice is I want the same dentist and I want the same hygienist so I have consistent care. Otherwise, it doesn't matter if I keep coming to the same dentist. So I went into my appointment, fee for service patient, they didn't tell me that the dentist had actually left the practice and they were just going to put me in with a brand new dentist. That irritated me so much because I'm like, you didn't tell me.
I wasted my time, I blocked two hours of my schedule and that was so frustrating. And I'm like, that could have been prevented by them just calling me and saying, hey, this is where we're at. We wanna make sure you're taken care of and caring about me as a person. The reality is I'm not actually going back to that practice. I'm looking for another office. But it's something so simple of that. I'm a fee for service patient. I literally pay cash for every one of my visits. I am the dream patient to come in financially. You might think otherwise of my personality. Maybe you wouldn't want me, that's okay.
But just thinking of, have no insurance, I have minimal effort, I come in consistently, I make my appointments, I pay cash for everything I do, and yet one simple phone call of patient care and love and attention, I'm leaving and I'm going to go put that money to someone else. So for this, the solution is like, let's build really strong patient relationships. Let's have really strong systems. Let's make sure that we're offering payment plans within our practice. Let's make sure that our hygiene team is reappointing their patients. Let's say, make sure every patient is leaving.
Kiera Dent (09:22.878)
as a raving fan and also with an appointment. And so really looking at that experience, and this doesn't mean we have to go and do more. It just means we need to be really intentional of right now patients are free agents. Right now a lot of patients are shopping, but the answer is they're not just necessarily shopping for lower prices. I think patients are shopping for love. And I was coaching in office the other day and I told them, said, one way for you to set yourself apart right now is just to be kind.
If you remember and you've been listening since COVID, welcome and thank you. If you're new to this show, welcome. I'm so happy you're here. But in COVID, I called it the COVID crank. I said, think here we are five years later, we're still some people, like we forgot about customer service. We forgot about caring about people. We forgot about making these relationships intentional. And what I found is when we're not intentional with people, people leave, but just even being like an ounce of kind, an ounce of intentionality, an ounce of thought.
You actually can turn a ton of patients into raving fans with minimal effort. So I would say right now is an opportunity for you to be kind, for you to do things a little bit differently, not more, just differently, be kind, be intentional, look for that. What are follow-up calls that we could do and different things. And what I found is offices, I have offices that are raving bands. Like literally there was an office and they were doing like a new patient giveaway. And I kid you not, they had a patient.
So they had a good giveaway. So kudos to this office. They had a patient at their daughter's like birthday party telling everybody you need to join my dentist. They're the best dentist. Everybody loves them. Yes, she had a little bit of ulterior motives because she wanted to win the giveaway. It was a KitchenAid. Just so you know, I'm sure everybody was wondering what it was. But the radical thing about this is this woman at a birthday party was advocating for this practice. And my thoughts are, do you have patients like that that are raving about you that are telling the community that are being a part of it?
And if not, what are some of the things that we can do? And a good way for you to look at this or what are your top 10 patients that you absolutely love? You get so excited to see them on the schedule. Who are they? What are they? Why do we love them? Are there certain patterns and trends of those top 10 patients? And then let's maybe look at 10 patients who haven't returned and can we actually call them and reach out to them personally and offer that kindness find out why my like just try and get them scheduled assume that they're coming there. If they tell us that they've left, be honest and ask for the feedback of, you help me understand just for future?
Kiera Dent (11:44.792)
just true honest feedback and you become a human of why did you leave our practice? That way it doesn't happen to future patients. And when you come in as a human, you'll be shocked at how much your patients respond to you. So here's a couple, like the quick top three things that I've noticed are scheduling and efficiencies, high overhead costs and patient retention, making sure we're retaining those patients. And those are some of the common three problems that I really see. Yes, there's other things. Yes, there's team turnover. Yes, there's hiring hygienists.
Yes, there's all these things, but these are quick things that are within our control. Hiring and hygienist goes into that being kind, amazing practice. Do you also have a team of raving people on your team as a bonus piece for hiring? Do you have an incredible reputation where people want to work for you? It has taken me years and years and years, but it is the most magical thing when I interview people, when people say, Kiera, I've been following for you for years and I've been waiting to work with the Dental A Team.
I hope that your practice has a similar sentiment that people are dying to work with you, that they're waiting to work with you, that they're so excited that there's an opening within your practice because that means you've got raving fan team members. So for that, I just want you to know that every single practice faces challenges, every single one of us do, but being proactive on our solutions, finding true solutions and fixing it forever. We don't just fix it once and one and done. Like we want to fix this forever, not just band-aids, but actual true solutions. So if these sound...
similar to you, if you're like, my gosh, like Kiera you're talking right to me, DM me or visit our website. [email protected] I'm happy to go through a free complimentary practice assessment with you where we like look at your practice with you and we will give you a ton of value, whether you work with us or don't. But just to really kind of give you some of those blind spots. And if you're looking for a consultant, you're like, gosh, it would really just help to have someone with me. I'd love to work with you. I'd love to help you reach out. [email protected] This is the time.
Subscribe to our newsletters for more dental practice tips. You can share this episode with colleagues. This just helps us all rise and to truly impact and inspire. And the reality is dentistry can be hard, but if we do it together, we're all in this together. And I challenge you to be kind, to realize that these problems are just opportunities if we choose to see it that way. And to remember we are truly in the best, best, best industry we could ever be in. We change lives, we get to benefit and impact. And I want you to remember that this is magic that we're creating.
Kiera Dent (14:04.364)
We won't get to do this forever. So let's optimize the time that we have. Let's maximize and let's enjoy. And as always reach out if I can help you. [email protected] As always, thanks for listening. Catch you next time on The Dental A Team podcast.
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Kiera and Britt continue their conversation from episode 958, Hiring Hygienists in Today’s Economy, by discussing the shifting landscape of hygiene. This includes the pros and cons of assisted hygiene, shortened appointments, practices without hygienists, and more.
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Transcript:
Kiera Dent (00:00.73)
Hello, Dental A Team listeners. This is Kiera and the one and only Brittany Stone coming back for part two of our hygiene conversation. welcome back. How are you?
Britt (00:09.332)
It's always fun when you start off with my full name, so I'm like, alright, let's go!
Kiera Dent (00:12.304)
It is funny. You do range from Britney, Britt, like no BS Britt to B. B has recently come in. How do you feel about just B? I hope it comes across as like nice, but then I realized like, B could be taken wrong. So I never say the, hey B.
Britt (00:28.75)
You're not the only one. I'm fine with it because it's easy and I'm like shoot you grew up with the initials BS like what are you gonna do?
Kiera Dent (00:37.904)
Well, I never want to like sometimes when I call you and I'm like, hey B and I'm like, I hope it lands as like, like love. Yeah. Yeah. It's not meant for any other letters. But Britt and I, if you didn't listen to our other podcasts, Britt and I were chatting shop about how to hide like hire hygienists in today's economy. And with Britt bringing a hygiene perspective, if you don't know, Britt used to be hygienist.
Britt (00:46.83)
It's Brett. stands for Brett.
Britt (00:52.748)
Yeah.
Kiera Dent (01:07.3)
Great. How long has it been since you graduated from a hygiene school? Let's just give people your scene.
Britt (01:10.05)
Kiera.
You're gonna age me a little bit here.
Kiera Dent (01:16.162)
Okay, don't feel age. The only reason I asked for it, so before you answer, just know my reasoning so you don't have to answer. I was just thinking because I wanted people to know you've been in the field for like enough time to give weight to your answers. But maybe we don't need to do that. Maybe it's been there for longer than five years. Shut, I didn't even know. All right, well, you have been in it for a long time.
Britt (01:31.512)
That's fine. Eighteen, Kiera, eighteen.
Britt (01:40.378)
I'll say this, was a young graduate from high school, so I'll give you that. That pushed me a year ahead, but 07 is when I graduated, so this year we'll make it 18.
Kiera Dent (01:49.111)
No way.
Kiera Dent (01:52.996)
Dang girl, I didn't even know. Okay, so Britt really has a lot of weight and you did hygiene for, and then Britt went from hygiene to then office management of a pretty large DSO and then came consulting and now does consulting and operations. So.
Britt (02:06.38)
Yeah, I did full-time hygiene for a decade. So I'm like a solid, five full-time, full-time, 40 hours for a decade.
Kiera Dent (02:09.21)
Did you really?
Wow. Man, I really like there's some moments that I just see you as a hygienist. Like I can just picture you walking up with your like, it's not a swagger, but you have a can't that you definitely walk. And I can see you walking up, getting your patient. Hey B, how's your swagger? But.
Britt (02:28.11)
You can call it swagger, I'll take swagger. don't know what else to
Kiera Dent (02:35.736)
Yeah, so I'm like, just, could imagine you being a hygienist sometimes, but then you're like, Britt the consultant, Britt operations, Britt, my yin and yang. So anyway, well, that's fun. That's a fun. Okay. So to give Britt credit, she did hygiene for a decade. I won't say anything about loops, Britt. We will not discuss that on this episode. We will.
Britt (02:56.238)
I mean, I just changed myself a little bit. you know, we talk about it. I would have to know if I was a full-time clinical, for sure.
Kiera Dent (03:01.752)
Of course. Yeah, of course. I know you would. You don't, you stay very current. I do appreciate that you stay very current with hygiene. You attend hygiene CE all the time. So what we were talking about in the last episode that this would be part two of was we talked about kind of like, do we, how do we work with the compensation pieces of hygiene? And then talking about it from a business standpoint and a doctor standpoint and a hygienist standpoint.
and really bringing those two perspectives to the table, which is what the podcast has been built to do is bring different perspectives. And something I just want to reiterate today, if you missed the last one is that the things Britt and I talk about today are going to be perspectives and never meant to weaponize. So doctors, can't weaponize it against hygienists and hygienists, can't weaponize it against doctors. And so really just setting the stage today of let's have an open conversation around where are we at the dynamics. there's no.
there's no like hiding the fact that it has been hard to hire hygienists since COVID. It's it we thought that it would probably be four years, maybe five years before the hygiene shortage caught up. I still think it's in like massive catch up time, then you tack in inflation on it. So raise like the amount people are coming out asking from school, but I, I mean, I don't really want to ask, but I am going to ask I'm sure hygiene has been like
attempting field to go back into. I'm like, you work at Dental A Team but you've got hygiene over there. And it just keeps like getting bigger and bigger and bigger. I think if I was in your shoes, I might just contemplate it here and there, especially on days when it maybe isn't your favorite day at Dental A Team, which is hopefully like one and every moon. I know what happens. We just had it like a week ago.
Britt (04:31.822)
Everybody's got a day there right like it happens but I Mean here's the I I love hygiene and I left it loving it so like that's the thing is I and I'm like I still go back I still double from time to time, but I'm going back full-time I The things that are appealing right hygienist know what do I love? It's like
Pretty predictable, right? Like you got a job, 100 % predictable, but my hours I'm gonna work, I know my schedule. If I can get the doctor to work with me, I can manage running on time. like, and then when I'm done at the end of the day, I go home and I don't have to take it. Like there's nothing for me to do outside of the office other than like learning stuff, but there's nothing to do outside. like, those are the, we know that those are the perks of hygiene.
Kiera Dent (05:02.692)
That does fit you so much, Britt. The stability, the...
Britt (05:29.23)
and that's part of why I loved it is because of those reasons. Do I debate going back? I don't know. I enjoy what I do now. It's different, right? Like you grow and you morph into different things and it's fun to take the next step. And can I go back to it? Sure. Would it be different? 100%.
Kiera Dent (05:47.888)
Hahaha
fair. I was just curious because I mean, like I know I've looked at what I want to go back into management, what I want to go run a regional, what I want to run a DSO. And for me, there was like a lot of fun in it. There's a lot of fun in being in a system. But I think I agree with you. I feel like I have morphed and evolved into things that I really enjoy. Like I really enjoy the creativity aspect. Do I sometimes wish, Britt, like sometimes I do miss the like, go in, just like you know your day.
You don't have to like be thinking and creating nonstop and you leave at the end of the day and like, we're done, we're done versus here. Ideas will continue to, I mean, I saw you last night. You're building a whole spreadsheet, which is fun, but it never shuts off unlike at the dental office. So different, different times. But what we were wanting to chat about is we talked about compensation on the last one. And now it's coming into how can offices kind of like did a really great job of like paying your junior.
Britt (06:33.269)
Yeah, yeah.
Kiera Dent (06:46.692)
like fresh out of school and it's based on skill set, not based on longevity or tenure. Then we morphed into talking about what do we do for base versus commission if offices can't afford it and different ways to navigate that. And so I wanted to just kind of finish up that conversation with a few other ideas of what's hygiene's take as a landscape of assisted hygiene and shortened appointments. Because as we were discussing on the last episode,
it's kind of coming to this like necessity and survival mode for practices of like, hey, we're like running such a high number up for hygienists. So what this is truly called is innovation and things are changing and shifting and adapting due to the nature of lower reimbursement rates of insurance, inflation has come up, there's a hygiene crunch. So hygienists are coming up as a higher paid profession than what they were even four or five years ago. And so it's kind of like, well, what do we do?
what about assisted hygiene? What about shortened appointments so that way we can have more appointments? And again, I'm not here to advocate for it. I'm just saying like, this is the reality of what doctors are thinking of. And it's the thinking of this. They're also thinking of do I bring a doctor and instead of hiring a hygienist, they're thinking of do I do a hygiene less practice? So I'm just curious, let's talk assisted hygiene first, give me kind of a hygiene perspective on because I don't I don't know how it feels as a hygienist. So you get to speak, I know every hygienist is different, but like just what you hear from colleagues in your perspective.
Britt (07:59.361)
Huh.
Britt (08:06.85)
heterogeneous is different and I feel like it's a it's one of those polarizing things that I think there's people that love it and either you love it or you're not really a fan of it I feel like so that's like the that's the I don't see a lot of in between or it's like sure I'll do it for a little while while we hire like even I would do it maybe for a little bit while we hire someone but it's it's not my jam I can't say that I love it when it comes to
Kiera Dent (08:31.738)
Tell me why, why don't you like it? Like what is it about assisted hygiene just from a hygienist perspective that's almost like a grind for you that you're like, I'll do it for a little bit. Cause I hear that all the time, like I'll do it for little bit. Like what is it from a hygienist perspective that makes that a bit trickier?
Britt (08:46.446)
I think the piece that makes it tricky is like you're just, I don't know, probably part of why we get into what we do is like the one-on-one with patients and interacting with them and being able to ensure like from kind of beginning to end, right? The team has an impact, but I'm...
I'm giving them a good experience from beginning to end that doesn't feel rushed, that doesn't feel jumbled. And so I think that's for me personally, and I think some other hygienists, it feels like, great, I'm popping in, I'm in their mouth pretty much the whole time that I'm in there, and then I'm popping out and going on to the next one. I don't think it has to be exactly like that, but I think that's how it can feel from the hygiene side. I think having a really good assistant can make it much more doable. I think how you schedule it, how stack that.
Assisted hygienist can definitely make a difference on how much time you've got to interact. like, do hygienists, we like a little bit of control. I don't know, probably. And so it's just like, I know I've reviewed the things. I think that's probably the difference between hygienist and doctor is I'm not leaving it to an assistant to review medical history or ask the questions or hear what's going on and gathering it. Like I get to do that from beginning to end when I'm.
Kiera Dent (09:41.411)
Yeah.
Britt (10:00.332)
So it's just a little different when you've got the assisted hygiene in there.
Kiera Dent (10:03.834)
So, and I'm also curious, like, I've never really scaled teeth for real. I mean, I kinda, in Utah, as an assistant, I was supposed to be able to profite, and I'm like, I don't even know what I'm supposed to do. There was one time I pretended to scale because my hygienist was late, so I just like, I didn't even actually really touch their teeth. just, you know, like, did a little tap, tap, tap, waiting for this dang hygienist to come, and I was like, yeah, we'll just like get started. I didn't do a darn thing. So I don't actually know what it feels like to scale that much. I'm curious, like, on a body.
Britt (10:18.744)
you
Kiera Dent (10:33.622)
Does it like hurt your hands? Does it, is it exhausting to just go because you don't really get any break or reprieve? You're just going nonstop. I'm just curious or to like the ultrasonics and things like that now help that make it easier for you. I don't really know the mechanics of that.
Britt (10:48.994)
So yeah, scaling time, like absolutely. Does technology help? Yes, I'm a big fan. I will say it. Polish first. Polish first. If you're not polishing first, you're spending a lot of time on stuff that you don't have to be spending time on. And I'm a big fan of ultrasonic or piezo. I will use it on pretty much everyone. Like even my kids because they got a lot of plaque and I can polish and I can get a lot done with that that doesn't sound or feel the same as scaling. And so I'm a big fan of it.
Kiera Dent (11:06.117)
Mm-hmm.
Britt (11:18.636)
And then so like So there's a lot you can do to help minimize it But that's the piece of doing assisted hygiene usually it's if I've got an assistant if they can polish right they're doing They're doing all the easy stuff and so it is me just doing what's the stuff that I only I can do? Pia's own hand skill, right? And so like it's more of that every day and it does hygienist need dentist hygienist assistance, right? We all need to take care of our bodies because it's
It is a more physically taxing job than people think that it is. And so taking care of yourself, making sure you're doing some stretches. And so, yeah, it is a little bit more physically taxing to do assistive tithing, but it's a lot better than it used to be because we got a lot better tools than we used to have.
Kiera Dent (12:02.607)
Right. Okay. So that actually helps. And so I'm curious, like, let's just throw out a scenario. And Britt, this week, I mean, we talked to offices about this in our consulting where, so let's say a hygienist, I'm going to use really easy numbers because I don't want to get wild. Let's say a hygienist is $30 an hour, which some of you are laughing at me. I know that's not even in the realm of your hygienist. I'm very aware of this. I also don't want to throw ranges out there intentionally on the. Exactly. There's also a reason I'm not throwing high ranges out there because I don't want to set standards that are not.
Britt (12:24.366)
a bit apathetic.
Kiera Dent (12:31.056)
Realistic for your area. I feel like 30 is a safe number for me So if I'm hiring a hygienist at 30 and I bring on another hygienist for 30 That would be $60 an hour that I'm paying of compensation for it Well in this area if my hygienist is 30 odds are I could probably get an assistant for between like 17 to 20 realistically if my hygienist is only at 30 I think that that's like a fair number probably more like 15 in that area, but let's say you're there at 20 just for easy math I've got $30 for hygiene. I've got $20 for an assistant
I actually have $10 of extra, if you're following my math, $10 of extra that's not being paid. Britt, what are your thoughts of if an office takes that $10 and even if they pay a hygienist say 35 an hour during assisted hygiene time versus just 30, does that actually make any difference for a hygienist? I know some can do more. Some it's gonna be like, you're paid 30, now I'm paying you 40 during your assisted hygiene days. Tell me like how that is from an office standpoint.
because there's obviously different compensation amounts we're going to be doing. And from a hygienist standpoint, does that feel better? Does that make it easier? Is that like, sure, I'll take on a couple assisted hygiene days. I'm always pro don't run assisted hygiene every single day. I think that does burn your hygienist out. Usually if I recommend it, it's either for a day or a half a day for a hygienist, but trying to make it, but like, is that necessary, Britt, from your perspective from hygiene?
Britt (13:50.786)
mean, yes, some degree of compensation difference 100 % if you're running assisted hygiene. I know on the last episode we talked about a base plus commission. I like that even for assisted hygiene because, if we're doing assisted hygiene, we should be producing more. And so again, I do like that model because it naturally adjusts things and compensates accordingly. So yes, I do think there should be some sort of compensation that's more on those days. And I do like it when it's
Kiera Dent (14:01.775)
Mm-hmm.
Kiera Dent (14:11.972)
Mm-hmm.
Britt (14:20.494)
Base Plus Commission. Now I've got some, I've had one client where it's nice when you have a group of hygienists. I do love an office with a few. And they did, they rotated an assisted hygiene day through all of them. And they were like fighting over who got the assisted hygiene day. Like they wanted it, right? Like, and it's because yeah, they make more on those days and they were compensated based on their production was a part of it. And so they loved having those days to get a little bit more of a boost. And it was almost like
Kiera Dent (14:34.743)
They do!
Britt (14:46.862)
when we don't need it anymore what's going to happen because they all like getting that little bit of extra income coming from.
Kiera Dent (14:53.368)
And so how do you even win over a team to do it? Because I agree, and I actually hear that more than I hear the opposite. I hear more hygienists actually enjoy it more than they thought they would. I hear a lot of them figure it out, especially when that's not my everyday. think if they had to do it every day, it'd be a little bit more taxing. But think about it. You've got four hygienists. We add an extra column of hygiene four days a week. We've literally brought in a whole extra hygienist without bringing a hygienist on. So I think it's a very creative way to do it. But how do I even like?
package this, you know I look at in sales terms, like how do I even like convince a team that this is a great idea to trial it out rather than just the resistance of hygienist saying no, just like you said, no, I want my patient care. I want to own over this. Like I want A to Z. I hear all the time we're going to have the patient care. It's going to be disrupted. And I'm like, well, it can be, or it could actually be more awesome. How do you win a team over to even be open to trying it?
Britt (15:47.084)
Yeah, I think it depends on the office scenario, right? Like what's the reason, what's the why that we're doing it? And I'm a big fan of like, hey, let's try it first, right? Like I'm not saying you have to do it forever. I'm not saying you have to do it every day, but like, let's try it and let's figure out a system that feels comfortable and meets our like standard of care that we want to provide. So let's start easy, let's work through it, let's train up an assistant. do think.
Cystid Hygiene needs one of your best assistants to be helping in Cystid Hygiene to make it run smooth and give those patients that great experience. And so let's work through the system and see how it goes. like, yeah, it's going to be compensated. If I've got a hygienist who's a gunner and likes to run and does not like to stop, then that's usually my first one. Then I'm like, great, let's team up. Let's get that figured out and see how it goes first. And then word can kind of spread because usually they'll do really well.
Kiera Dent (16:14.681)
I agree.
Kiera Dent (16:34.448)
Hmm.
Britt (16:42.062)
And so yeah, sometimes it's a personality thing, right? Some will love it, some will struggle a little bit. Sometimes there's people that like are gonna be your ones to help you figure it out. And some are like, well, once I see someone else do it and like, oh, that's not so bad. All right, then I'll go ahead and do it. So I think depending on the reason why, I think trying it first, I agree with you, not an everyday thing. It can even be like start with half a day and see how it goes and just start to figure out to find the rhythm of it.
Because I think when you find the rhythm of it and you're like, yeah, that works really well, then it's like, OK, like we can do more of this. And I think it can run.
Kiera Dent (17:18.276)
And I'm really grateful that you shared about the office that you have, that they all want it and they enjoy it because I think that that actually can be the reality of what can happen from it. And I'm really big when you roll it out, agreed. Having not a great assistant really will actually make this harder. So do not go and hire a brand new fresh off the street assistant that does not know what they're doing, can't take great x-rays, can't move through because hygienist having someone that they trust that they can lean on, that they know is going to do a great job.
If they can polish, that's a great way for them to be able to use it. And then really also another big piece are no new patients, no SRP, no perio maintenance put in that. It's really just pro fees because that's gonna make it so much cleaner for them to be able to run this effectively. And you're running it on the half an hour. And then doctors, you have to be very strategic when you go in for exams. And doctors, you cannot be late on assisted hygiene because that will throw your whole hygiene. Like it's a domino and it will be good part.
Britt (18:12.302)
That's the quickest way to take your hygienist off when you're asking them to do assisted hygiene. 100%. That's the way. That's the way to do it.
Kiera Dent (18:15.44)
And that's not like, we'll be there, we'll be there. It's like, you've got to get up and jump. But that's also with hygienists too, making sure that we're giving our doctors enough time. Like I try to ask hygienists to give a 30 minute window of exam time where a doctor could come in. So that way doctors can find the end time of prep, come and get their exams done and keep everybody on schedule. So hygienists plug there, try really hard because I know there's some hygienists who love to alert right at the end of the appointment. And then they're fresh when doctor doesn't come in.
Well, like let's notify when they could come in. Like let's take our x-rays the first 15 minutes and then try to get doctors out at that. I try to have them out. Please do.
Britt (18:51.934)
I'll one-up you a little bit on that as soon as diagnostics are done. As soon as my diagnostics are done and they've got x-rays, they've got period charting photos, I'm letting them know. Come at any time. I'm happy to have you. And of course, there's a bunch of plaque that's gonna make it more difficult once I've got that done, but I'm gonna notify them. at any time.
Kiera Dent (19:04.856)
Yes.
Kiera Dent (19:12.536)
And then doctors, I try to have you out at the quarter to the hour, meaning like you're not walking into the exam, you're walking out of the exam. So that allows hygienists to polish floss, wrap up, get everything done, get the patient out, flip the room and get their next patient back on time. So I think that that's something that before I maybe rolled out assisted hygiene doctors, I might take that on with the hygiene team. Like let's get really good on our exams. Let's calibrate those exams up so they can be more efficient. Let's do the, I have a better.
I haven't told you my new acronym. It's not iCrap. So if you've been listening to me, I have a new one. It's called iCreep. So it's iCreep when you come in that's introduction, compliment, recap, and then a personal note. And if hygienist can get really good at that handoff when doctors come in or assistance, and then doctors are really good on their NDTR, so wrapping up your treatment plans, that's gonna really help that synergy. And then also maybe doing what would doctor do to diagnose and to help tee up treatment. I think that that can just...
Again, we're all working together to make those exams as efficient as possible while also giving the best patient care. But I creep, that's my new one. It's not I, Sierra. It is, I creep. Someone was like, creep, and I was like, amazing. I wish it could be CPR. I've been working to figure out different letter and words. So to be determined, but okay, let's like, go ahead.
Britt (20:16.11)
It's a step better. It's a step better than the last one.
Britt (20:28.014)
Real quick, one more thing on the exams, because with a really good assistant on exams, the other thing I think about, and that for me as a hygienist I care about as well, is making sure treatment is teed up really well.
Kiera Dent (20:40.675)
of greed.
Britt (20:41.59)
Patients aren't having to repeat themselves and get frustrated and then not wanting to get treatment done just because they feel like they're not being listened to. So that communication piece and having an assistant who's really strong who can relay that information to doctor if they're the ones that are going to be in there for the exam and make sure that it's teed up really well for the doctor and they can speak to it is huge because that's, I don't want to, you know, rob Peter to pay Paul, right? I don't want to.
have not so great exams and not close as much treatment by adding an assisted hygiene, I'd rather leave it and get really good exams and really good case acceptance. Overall as a business, that's gonna help me a little bit more. So just making sure that again, that assistance key, really quality exams for your patients, even though you're working assisted hygiene, make sure that experience is stellar and 100 % can be done. It just takes a really good team to work together with a hygienist and assistant.
Kiera Dent (21:35.0)
Yeah, that's a great point because you can have forms where the hygienist can document it in there because people are in opposite rooms. But getting a good role and a good synergy is going to make this so much better for setting this up for success. And I think the answer is I actually don't think hygienists hate assisted hygiene as much. think it's there's quite a few little like tick boxes that if you can check them off, have a good assistant have good exams.
have doctors in and out on time, have the assistant really, really solid with being able to tee up the treatment and close the cases, have someone that has a similar vibe to the hygiene team that cares about these patients a ton. I think if you can check those boxes, and then you also compensate higher. There's so many little pieces that everybody's super excited about to do it, but I think if you're missing any of those six, it does not feel as good to try. okay.
Britt (22:14.701)
Mm-hmm.
Britt (22:24.022)
Yeah, and patients are used to working with two people, right? So that's even, it's like, yeah, it's one more person in the mix, but on the doctor's side, there's two of you. So having an assistant with hygiene, isn't that big of a deal? Seeing the same two faces every time, like they'll be fine with it. Cause I know that can be a concern. I'm like, they're used to having two people on the doctor's side.
Kiera Dent (22:41.104)
I see the same. I'm like, just because we're not used to it doesn't mean it's odd for the patient. I tell doctors when you're onboarding an associate, I'm like, you can assist each other. And I know that feels weird to you, to the patient, they're used to someone else in there. To hygienist, they're used to people switching rooms. it's not something, if we're not weird about it, your patient won't be weird about it. But I think we feel very awkward because we feel uncomfortable. But just not projecting that onto your patient. Cause I don't think it's as much as you might think it is. So, okay,
Britt (23:10.316)
And ender fun for assisted hygiene, I always have someone to pair your chart for me. So I'll take that as a win.
Kiera Dent (23:15.28)
True, that is a big win. mean, truth, you're not having to call for it. Okay, the hot topic of shorter appointment times. I'm talking, I've heard 50 minute appointments, 45 minute appointments. Is this doable, Britt? And I think I'm gonna know your answer, I also, like come from both, come from hygiene, Britt, and operations, Britt. Bring both of those Brits to the table and you answer. I'm curious.
Britt (23:40.11)
And I'll say this, I have worked in offices with all of the above, right? So I've done all of the above.
Kiera Dent (23:44.42)
came. Her bigade you guys have idea. Good thing we plugged that at the beginning.
Britt (23:49.038)
So all are doable. I think there's a couple of things that make a difference when it comes to shortening appointments, depending on what type of experience you want them to have, right? That's an important part to consider for doctors. Depending on our pay or mix, what we need to do in order to the business running, that's something to consider. And then also how efficient we are.
Kiera Dent (24:11.376)
true.
Britt (24:17.07)
as a team and like doctor doing exams, right? That's an important piece of it. And then another one is our patient base slash how good are we at keeping them healthy and not giving ourselves a lot of work every single time our patients come in. If you know what I'm saying, those bloody profusers, they're a lot of work. So if I'm treating period appropriately, I'm educating my patients, they're coming in regularly.
Kiera Dent (24:30.85)
you
Kiera Dent (24:36.089)
I do.
Britt (24:42.734)
We all know those are patients that are a lot easier to see and more efficient most of the time. And yeah, there's gonna be even working on shorter appointment times, there's gonna be some. Like you know that person that's like an advanced period patient and I'm like, I cannot in my right moral standing do that in 45 minutes, it's gonna be an hour. There's gotta be some of that liberty where needed.
Kiera Dent (25:03.888)
Yeah, I agree. So I think the hard thing of switching appointment times is I do think it becomes an all model because for me to shift it, it feels like a daunting project to shift from 60 minutes to 45 minutes. Now I'm moving everything up. My exam times don't hit at the same time anymore. Things just are moving all around. that's a huge jump.
Britt (25:18.99)
Mm-hmm.
Britt (25:29.804)
And 60 to 45 is a big jump. I wouldn't go that far if we're going to play around with times. Maybe you could go from 60 to 50. Most offices are running on 10 minute increments. So you can make that shift. And it's just you've got to be really on point to run that efficiently, because the quality's still got to be there. It's just we've got to be able to run really efficiently.
Kiera Dent (25:45.208)
I agree.
Britt (25:57.944)
And I'll add this, and depending on what I was expected within that appointment as well, right? If we want the hygienist to be super comprehensive, we want them to get scans done, we want them to collect a lot of information for us, like, I map it out, right? That takes me two minutes, that takes me three minutes. Like, what's reasonable in an appointment for us to get done by the minute mapped out and then make your decision?
Kiera Dent (26:11.002)
Mm-hmm.
Kiera Dent (26:19.652)
I think that that's a wise and don't go for your fastest hygienist and don't go for your slowest hygienist. Let's find that middle ground of what's reasonable between the two because you do have some. mean, Britt and I, can even hear in our, the way we talk, we've got different tempos. mean, but you can guess who's a little bit faster and who's a little bit slower between me and Britt. And sometimes it's really good. Like Britt slowing me down and me speeding her up. And I think Britt and I would both agree that a happy medium between the two of us is the right spot to be, which is usually where we end just in
Britt (26:33.752)
huh.
Britt (26:41.87)
Mm-hmm.
Britt (26:48.814)
Yeah. And a team working together really well, right? Especially when I was working on 45 and 50 minutes. I mean, we had a fantastic clinical coordinator, right? So if my next patient was here and there was a room to be had even for a few minutes to get x-rays done, and someone was available, they were getting those x-rays done and getting it started. So it's a different tempo and pace you run on. And it does take full team support. It's not going to be like, oh, well, they're early. Oh, they're here. We have space to see them.
Kiera Dent (26:49.561)
in decisions.
Britt (27:18.058)
start getting them taken care of so that it helps your team members out and we get them out as efficiently as possible.
Kiera Dent (27:24.464)
So that's a good point because then it becomes, it's not just the hygienist. Cause I think 60 minutes is kind of like hygiene does their own thing. We want them to do everything on shorter appointment times. We are trying to get more, more bodies in and out. But I did the math and it's like, if I'm going from 60 to 50, I'm getting 10 extra minutes per appointment. That's going to give me 80 minutes in a day, but that's not enough for me to get two extra appointments unless I do a 50 minute plus an additional like 30 minute. And so I would ask the question, Britt, and I don't know if
Britt (27:32.897)
Mm-hmm.
Kiera Dent (27:53.36)
you run the numbers or not on it. I mean, I haven't, so that's why I'm asking. But if I've got a hygiene team that does take ortho scans for us when we do ortho, I've got a hygiene team who's taking CBCTs for implants and we're teeing it up for all on X cases. If they're looking for sleep and we're doing snore tests on them, does it really make sense to get me one more hygiene patient for hygiene? Or does it make sense to look to optimize the additional services? Now I get like, we might be trying to get
because I'm like, well, what's the reason we're doing it? If we're trying to shorten the appointment times because we have too many patients, maybe it's worth looking at our fees. But if we're trying to get more patients in to optimize our hygienist pay, to be able to pay them and compensate for the amount of production they're doing. And I know a lot of offices don't pay hygienists for those scans. Like if you do a night guard scan or you do an ortho scan, it goes to the doctor, which I understand because the doctor is going to need to do a lot. But I'm just curious, like to me, it makes a little bit more sense, possibly.
If my hygienist have 60 minutes, I'm already there, why don't I try to optimize and maximize that appointment, paying them maybe a little bit of these scans that I want to be done so that way they can hit their production number, but it benefits the office on a bigger scale. What are your thoughts on that, Britt?
Britt (29:05.61)
where I think it comes back to what type of experience, what type of office, what's your vision. It comes back to ultimately write any business. It comes back to the volume value question. By cutting time, we're choosing volume. By using that time better, we're choosing value.
Kiera Dent (29:20.208)
Mm-hmm.
Britt (29:26.318)
It's going to be a personal preference. I'm not going to say there's a right or wrong answer in that because there's a lot of factors depending on kind of what your payer mix is like. I definitely have some areas that even for me, I tried to move that culture of the area, if I tried to move that patient at the speed that I need for a 45 minute appointment, they are not going to love it. Even though I might be the most pleasant human being they've ever interacted with because the pace that they run is a little bit slower, right? And so...
Kiera Dent (29:50.916)
Yeah.
Britt (29:56.334)
right when I was running 45 minutes, we were right outside of DC. Those people don't want to be there that long. Right. And they were, you know, demographic was easy for us to run them through. And so they didn't mind the fast pace and we still connected, but we were able to run like that. So I think it comes back to overall experience on what you want to have. and there's no right or wrong, but I love making more use of the time we have, which is where I think hygienist functioning to the
the height of their capability, right? If you can use laser and that's something your office wants to bring in, great. That's something that can be an adjunct service that adds to the production. You know, what can you do for the patient? I think not only on the hygiene side, but that's where I think it really is a team to where what can I do in scans, in pictures, in educating patients about treatment options, talking to them about what do they really value? What do they really want? Are there cosmetic things that they're looking for?
Kiera Dent (30:29.232)
Mm-hmm.
Britt (30:53.24)
There's a lot you can do and I think that's for hygienists to realize if we do well overall, right, everybody wins. So when we're able to get where we need to production collection wise as an office overall, it makes it easier for us to say, yeah, that time is useful. We're making good use of it on the hygiene side. Let's keep our appointments at 60 minutes. Or if it's like, hey, we're not, we either need to do that and get things up or.
we're going to have to evaluate and make some decisions because sometimes there's just business decisions that need to be made and we need to figure out how to adapt and innovate.
Kiera Dent (31:28.324)
Yeah, right. That was such an insightful piece. And as you were talking, I just thought, I hope offices are listening because I think that this is just a really good, like, this is where we, have to get into the, are we doing this? What are additional pieces rather than just the like quick surface level decision? Because I think there's so many pieces below it. Like you said, demographics, DC, 45 minutes makes a ton of sense. Those people are faster in and out. They're younger population. Like it's an easier model to roll that.
Britt (31:56.268)
Mm-hmm.
Kiera Dent (31:56.396)
versus maybe let's say some areas in Arizona, like you might not have a same, you might have it like in Scottsdale Tempe, but if we're going a little further out to maybe some of those senior centers, that's not an ideal model for maybe an older population base. So really like you said, and I think like volume versus value, and I don't think it's the value that we're bringing to the patient. It's the value of are we doing ortho? Are we adding these adjunct services to it? You obviously add value to your patients, but are we doing a lot of people?
or are we doing less people but more extensive? That's gonna be a clinical or a business decision and also a clinical decision and also a cultural decision of what you ultimately want your practice to be. But I get it, you gotta make these decisions, you gotta make the business run. I would just caution, don't make the quick decision because I think there's multi-layers below each of them to really consider. So hygiene Britt, thanks for coming today. Any last thoughts you've got as we wrap up? Assisted hygiene, shorter appointments, I think they are really good perspectives to bring.
Britt (32:55.822)
I think my last thing I like that you said, right, don't make the quick decision, evaluate it. And I think even hygienist, right, it's easy for us as team members, I do the same thing, right? I can see my world and what it's gonna impact for me, but I understand there's more behind it than just my view. And so really taking a good look overall and seeing what's gonna be the best decision. And yeah, how we're functioning now might make us think that we need to make this decision, but maybe we can keep running and function a little different to where we don't have to make that change.
Kiera Dent (33:25.52)
I think it's a really good perspective. if you guys are in this debacle, we're speaking to your souls. This is what we love to do with our practices is really weigh the pros and cons and help the office make the best decision for their practice, not just a decision and really thinking through the, all the different pieces and then executing and getting your whole team on board, helping the team see the pieces so you can really be successful. So reach out if we can help. [email protected] thanks for being with me today. I appreciate it.
Britt (33:53.196)
Yeah, thanks for having me.
Kiera Dent (33:54.648)
Of course, and for all of you listening, thanks for listening. And we'll catch you next time on the Dental A Team Podcast.
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Tiff and Kristy talk about how doctors can get to that point where their practice can function with and without them, including taking a good and hard look at your numbers, dialing in your BAM, encouraging delegation and accountability, and more.
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Transcript:
The Dental A Team (00:01.676)
Hello, Dental A Team listeners. my gosh, I'm so excited for today. I know you guys diligently listen constantly that you're here, that you're here for us, and we just love you and we value you and we appreciate you. We recently had some virtual events and it's just been really cool to see the masses show up in such incredible support for who we are, what we do for this community, and just all of the outpour of love. So we want to say thank you guys for
being listeners for always showing up for us. We hope we do the same for you, that we always show up for you. And I'm just so excited for today. I have with me today the one and only Miss Kristy. She is a consultant here on our team. If you have not gotten to meet her yet, you are doing yourself a disservice. I'm excited for you to hear from her today. We've got a really great conversation we're about to have. And honestly, guys, Kristy is just this incredible wealth of knowledge. She has been such an asset to our team.
such an asset to the consultant team alone and her clients that she works one-on-one with are just already raving about her. So we are so excited. Kristy, welcome to the platform. I know this is our first podcast and you came in, you know, late to the podcasting game, I'm going to call it, where it's video too. So it's like not to be, you know, overwhelming or put you on a pedestal or anything here, right? But I'm just super excited to have you here. And I know that the
Doctors who are listening today are just going to get so much valuable information. So, Kristy, thank you for being here today. Thank you for carving out the time in your schedule for this. And gosh, how are you? You're in Idaho right now, but soon, guys, she will be with me in Arizona, don't you fret. It is down the pipeline for her, but you're in Idaho right now, so what's the weather like? You know, it's drastically different from here. What's the weather like? How are you, Kristy? How are you on this fine recording Friday morning?
Kristy (01:38.274)
Yeah.
Kristy (01:52.95)
Love it. I'm happy to be here with you. Nervous for the first podcast, but we're going to do it because it's all about serving the doctors. actually, I'm excited to get to Arizona. It's snowing this morning. So yeah, I'm ready. I'm ready for some warm weather.
The Dental A Team (02:11.754)
Good. I'm excited for you to be here too. Phoenix has no snow. I don't know that Flagstaff even has real snow right now. I have no idea. But Phoenix has no snow and it's a brisk, like, I don't know, probably 60 degrees. It was 38 this morning though. Anyways, I'm excited you're here, Kristy. Thank you. And doctors, team members who are listening, leaders, office managers, today is going to be super fun. I've probed some tips and probed Kristy's brain today.
on a subject matter that I think she's actually really smart on. I think we all work really hard with our doctors to help you guys work yourselves out of the business. Like that's the ultimate goal. Whether you work out of the business or not, whether you're like, gosh, no, I actually really love this stuff, Tiff. I want to do the admin stuff. I don't care. But I want you to have that opportunity to be able to say yes or no, I want to do those things. So building and creating a business that can work without you is our ultimate goal. Like a profitable...
survivable business that works for you, that you can take a step back and say, gosh, you know what? I want to go to Aruba for a month and I think my team's going to be fine and my business can survive. I want you to be able to make those decisions. So today, that's what we're going to be talking about you guys. How do we create a sustainable business that can survive with and without you? Not or with and without you so that you get to make that decision. And Kristy, I know we
have a ton of clients that we work with this every single day. And I think both of us, both you and I kind of have that mindset of like, cool, these are the places that we're going, but forever more, like I want you to always be thinking.
Forevermore, I want you to always be thinking, how do I work myself out of the business? Like, how do I make sure that I'm ready to go and I can take that vacation or whatever? So I know, Kristy, that's something that we work on a lot. And I have some ideas, and I know you do too, and I want to pick your brain some today. So first and foremost, I think one of the spaces I want to start with is really the overhead and the profitability. That's a huge focus of DEML-A team for
The Dental A Team (04:15.605)
all of the consulting that we do. I know we do a ton of team training and I know that's what a lot of people come to us for is for that team training for the systems. But you guys, the reality is if we're not focusing on your overhead, your profitability and the metrics of your business, there's no telling if that training is even beneficial for you guys. I could train somebody to do something, but is it actually making a result in your practice? And are you able to pull that back into that profitability space? So as your...
Working yourself out of the business, air quotes were there for those of you who are listening, not watching. As you're working yourself out of the business here, I want you to really sincerely be focused on the numbers and the metrics of your practice. What is your overhead out? Where is your true profitability? And Kristy, I think we can both agree, true profitability is like such a vague statement in dentistry because...
Everybody says your overhead should be like 50%, right? 50 % or less, and your profitability should be at least 20%. Well, guess what, guys? Nobody talks about the loans, paying yourself, the taxes. Like, all of those extra pieces aren't always talked about. So, Kristy, know this is something, forecasting is something that you're really fantastic at and you work really hard with your clients at.
Within that world of trying to make sure that we're prepped to exit the practice at some point, how do you implement with your teams and your practices that overhead profitability piece so that your doctors know what to look for so they can say, hey, I think I'm ready for that step?
Kristy (05:45.718)
Yeah, absolutely. Honestly, I think it's obviously projecting out, looking at what is it gonna take? What do I need to make this happen? And then reverse engineering it from there. Really dialing in to what will it take every single month for me to be away from the practice? What is that number that I need? And then working it backward to find that goal.
The Dental A Team (06:07.103)
Thank
The Dental A Team (06:15.978)
Yeah, I actually love that you said that. That's a beautiful, beautiful way to look at it because you guys, if you know what your BAM is, right, your bare ace minimum is how we say that at the Dental A Team, your bare ace minimum, how do we get to what that overhead needs to be? So if you know at X amount of dollars, your overhead, your true overhead, so that true overhead, right, is anything above the line. So anything that if someone were to purchase your practice today, they'd take those over. That does not include your owner pay.
Okay, your loans and your taxes, those are after bottom line, right? So your bottom line, if you say, okay, if I make Epsilon dollars, that's gonna get me to 50 % overhead, how much of that production or collections, right? Production turns into collections. How much of that money is coming from the treatment that I'm providing for my practice right now? So if you're the owner slash doctor and you're still clinical chair side, you need to take a look.
then at how much of that overhead piece is within your control as a provider. Because if you're looking to work yourself out of the business, you want to just be the overseer, you want to go on vacation for a month, you have to replace that production slash collections somehow. So then if you know what that bare ace minimum is to get to that profitability that you want and keep your business thriving, now you can look at what Chrissy is saying, like projecting and looking at every single month.
How do we replace that income? How do we replace that production and collections to ensure that the business is still moving forward? Now, in order to get that number, which is step one, I believe, in working yourself out of the business is knowing your freaking numbers, is really to look at where are you now? What's your overhead now? What is it after you pay yourself, et cetera? What's your true profitability? And where do you actually want it to be? So if you have an overhead of, I don't know, 60%.
Right? It's not horrible. Honestly, 55 to 65 % for people who aren't always like looking at it, don't know their numbers is pretty common. 55 to 65%. So maybe you're at 60%. Maybe you're at 80%. Okay, great. Well, I got to 80 % by collecting X amount of dollars. So if I want to lower that percentage, right, there's things to play with, right? Within your metrics, there are things to play with. Maybe you've got areas that we can slim down. But also if I were to increase my collections,
The Dental A Team (08:38.078)
with that decrease my overhead. So that's what Kristy's saying there, like really looking at what is our various minimum and then how do you now create that into someone else's schedule so that you're not the main provider. I love that Kristy. I think within that same conversation is really bringing in the leadership aspects of the practice and so you know your numbers, you're learning your business, you're you pedal to the metal, you're freaking figuring it out and who's supporting you.
Do you have an office manager who's trained to support you in those pieces? Are you still doing all of the admin work that an office manager truly could do? And do you have a leadership team set up within your practice who can create those spaces for you? And Kristy, you work a lot on leadership development, just like as a person for yourself and then as a person for your doctors. And then within that office manager and leadership positions too, how do you see an office's
You know, square one, no leadership, just a doctor thinks they might have somebody for an office manager compared to, I don't know, six months a year down the road, that doctor made the decision. They've got the rockin' office manager and they're making the leadership team. How do you feel that helps in the doctor's personal life? Like, how does that relieve stress for the doctor? You know, how does that relieve pressure from the doctor? What does that lifestyle change like once they implement and truly just go for it on a leadership standpoint?
Kristy (10:04.48)
Absolutely, truly it's that trust, right? It's a transfer of trust and having a peace of mind that the people that are in the leadership are living up to the same vision and mission of the practice and...
really developing the team below them and elevating them to a level, if you will, to help them grow and sustain that mission for the doctor. But really, when you delegate that and you see them rising to that occasion, it gives you that personal satisfaction too, if you will.
The Dental A Team (10:47.076)
Yeah, yeah, totally. I agree. And that trust aspect that you're talking about, think it's just like trusting anyone in your life to do anything. you when you're a parent and you trust a friend or a family member to pick your kids up from school, like, how much stress does that relief from you not having to be the one that does it or you got a carpool situation like
Any of those spaces are going to correlate back to it. And I totally agree with that because I think when you can dig in, you can get that office manager fully trained. can get a leadership team that's rising up to the occasion and able to take some of that load off of your plate. You now have space and energy to do other things. And in my opinion, when you're a practice owner, your job is to create something really, really freaking cool.
You're creating a space that people can come and love to work. So you're creating an avenue and a lifestyle for people. I don't know if you realize that. Your team, your employees, you're creating a life for them by creating an incredible life for yourself. So when you open up those spaces and you delegate those things off and you trust your team to take them on with accountability, there's always accountability coming back. That's how trust is earned and how trust is maintained.
When you delegate those things off and that accountability is there, the pieces are there and you trust them to do it, it opens up the space to have time to ensure that what you're creating still lines up with your vision. It still lines up with what your mission is as a dental practitioner and having a dental practice within your community. So then having a leadership team and within that same vein, like having core values, mission, vision, those are clear for you. They're clear for your team.
especially your leadership team, those pieces give us a heading of where we need to go. And those pieces now for your leadership team are developing autonomy within the leadership team, autonomy within decisions. I want you guys to think about, want you to take like 30 seconds, doctors, and I want you to just think of all of the ridiculous questions that you have been asked in the last three business days within your office, that you're just like,
The Dental A Team (13:02.245)
Why is this coming to me? I had a doctor out in California that I worked with for a little while and he is so amazing and he is just like this knowledge factory. Like he just soaks it all up and he's constantly learning and learning and learning. And so he's got, you know, that's own aspect of stress of his own that he's consuming constantly and creating constantly. And then we'd get on a call and he's like, my gosh, they asked me, why isn't Dentrix pulling up? He's like, I
I'm doing a root canal. I know. hey, what are we getting for lunch for the meeting today? He's like, I don't know. I'm doing an exam. Like, the amount of questions that come to you guys when you're chair side or when you're doing the thing that only you can do, remember, only you can fill this tooth. Only you can do this root canal. When those questions come to you, your brain has to stop what it's doing.
restart on whatever the question was, catch up, maybe even answer it, or at least get frustrated, stop, restart, come back again. And not only does it take more time, but you lose that value of who you are, how you're showing up for the patient and for your team in those moments. So those are the spaces I want you guys to think about. What are the things that are coming to you that's like, why am I doing this? Or I don't want to answer this question, or I'm in the middle of something.
Is that something that if trained correctly and given the right boundaries for autonomy, someone else could do for you? Because I think that's likely something that Kristy's talking about here, that you delegate off and you build that trust with that other person, with that accountability coming back. And Kristy, know you actually, you've got a ton of amazing doctors under your belt actually.
I have to brag on Dental A Team. I don't know what we do. I don't know what we do, right? But we attract the most incredible people into our company to work for us and with us, and into our client base to work with us. So we really, really have some incredible people. And you guys listening, I think we attracted you as well, and that means you're freaking incredible too. So kudos to all of you guys. I don't know what we do right, but we are so happy with the people we get to work with. And Kristy, you've got a handful of
The Dental A Team (15:25.628)
two handfuls more maybe, of incredible doctors that you're working with and leaders. And what are some ways that you've helped them? Because you do have some doctors who are really kind of fresh into this idea of delegating things off and building a lifestyle within their business where they could say, I want to take vacation. How do you help them to really figure those things out that they can delegate off and then to trust the process and stick with it?
Kristy (15:52.066)
Yeah, well first and foremost, I always like them to create a list. Like sit down and really think about all of those things you're doing and divide them out. Like is it something you enjoy doing? Is it something only you can do? Is it something that maybe you don't like to do? You know what I mean? And really create those lists and start.
The Dental A Team (16:15.227)
Yeah.
Kristy (16:19.338)
organizing them in that way so that you can start getting clear on the things that you want to delegate out. But then the other flip side of that TIF I would say is getting them to see that they're actually stifling the growth of the team and leadership beneath them.
when they are holding it so close to the vest. And, you know, when, maybe you can remember the saying, but we only rise as high as, do you remember the saying?
The Dental A Team (16:49.232)
Yeah, yeah, yeah, as we're allowed to, as we're given the space for. Yeah.
Kristy (16:52.834)
Yeah, yeah. you know, flipping it that way and getting them to see that, you know, by you hanging on to this so tightly, you're not allowing your team to grow and develop and support you in the way that they truly want to.
The Dental A Team (17:07.036)
Yeah.
Yeah, I think that one hits home for a lot of people. That was a really great way to take that because I know, especially the doctors we work with, they are in the business of growing themselves and growing the people around them. I just had a conversation this morning with a doctor and his office manager wife who were like, gosh, dang it, how do I get them to want to learn more? And I'm like, well, they have to want it first, but then you have to allow the space. I think that's like nail on the head because
you're not allowing that space, you're not giving the opportunity, they're only going to arise to the limits that you set for them, that you allow for them. That's the boundary, right? Like that's the standard. You've set the standard to here and until you move that bar, giving them more opportunity, they're going to keep hitting that standard. And I actually, it's come up a lot this week because I had a conversation yesterday with the regional manager that was like,
How do I get this? How do I do this? And I'm like, gosh dang it. You have to pave the path, right? And it's hard. can be a lot of work and it takes a lot of consistency and it takes a lot of desire on your part to truly want the results. So what is the results you're looking for? Do you want autonomous leaders? Do you want this stuff off of your plate? Do you want a business that works for you that you can say, I'm gonna take a vacation? Because if you do,
You're going to pave that path and you're going to do the hard work now to reap the rewards and the benefits later. Because if you do that hard work now and you say, I'm going to raise the standards, I'm going to delegate things off, I'm going to give them the opportunity for growth, I'm going watch them blossom and I'm going to hold the accountability line so that I can continue to trust that it's being done. It takes consistency. My practice I spoke to this morning, I was like, don't give up.
The Dental A Team (18:58.643)
Just because you said this is what you want doesn't mean they're going to turn around and do it. It's just, it's likely not going to happen that way because human nature just doesn't work that way. I wish it did. I truly wish it did, but it doesn't. I forget things, right? Kira will ask me to do something. And if Kira doesn't stay on top of me or we don't create like a system of accountability to report back that it's been done or to report back weekly on certain stats, it doesn't get done because I'll forget. I will get inundated with so many other things.
and will forget. And she loves me. She thinks I'm an incredible leader, but it frustrates the heck out of her. So we've figured out how to make sure that those report back systems are there. So I love that because that growth space is huge for both of you guys. And like I said, the doctors that we attract, I know this is what you want for them. Even if you're like, I don't care, Kristy, don't care, Tiff, I don't need to work myself out of the business I just started. Cool.
Guess what? You're still going to work yourself out of the business, but you actually love growing other people. I know that that's a space in you. I know it's spark that lights up in you because I know that's the type of humans that we attract in the Dental A Team. So if that's true and if that's what you want, help grow those people. And that will progress this so much faster than you could ever imagine. And I think all of those pieces, right, put together overhead and profitability first.
Teach your office manager how to shoot for overhead profitability and the numbers that you need. Figure out what that looks like to work yourself out of the business. Build an autonomous as you can leadership team. Continue working with them and you guys make sure that there are plenty of meetings for accountability set up. Accountability and forward progress. Constantly looking at the pieces we should have done. So accountability and looking at what's to come. The forward progress. And you guys make sure everyone knows.
Core values, vision, mission. You have to know them. You have to be solid on them. Your leadership team has to be solid on them. They have to live and breathe them and the rest of the team will follow. That's why they're the leadership team. The rest of the team will follow them. I think this is huge and I'm so excited. Kristy, out of all of those pieces, overhead, office manager and leadership team, the meetings, core value, vision, mission, out of all of those pieces, I'm just like,
The Dental A Team (21:25.043)
wondering what is your favorite space to work with doctors on?
Kristy (21:29.883)
really... Ooh! Favorite space.
Honestly, think, well, there's two, getting them to dial into what they really want. You know, what is that number metric? Because so many people get afraid of the metric, you know, and the metrics only a North Star was here say North Star to guide us. so being very clear on that, but then also really develop developing their leadership, you know, especially when doctors are open to it, you know, most
The Dental A Team (21:48.576)
Mm-hmm.
The Dental A Team (21:52.989)
Yeah, yeah.
Kristy (22:05.134)
of them are thriving in wanting or desire, I guess it would be a better word, desire to grow their people. And you you even mentioned something earlier, even if they're not looking to get out of the practice right now, starting this early and developing the team early, my gosh, that just creates more success within that timeline, you know, so.
The Dental A Team (22:05.62)
Mm-hmm.
Kristy (22:30.498)
The leadership part is really fun to watch unfold, you know?
The Dental A Team (22:34.696)
Yeah, I agree. I agree. And I think I wanted to ask because I thought I knew I was like, I think I know. But I also feel like within that space, because I you and I are both similar in that we love growing people. We love growing the leadership we love when not we love nothing more than when we can help something on the business side that they're like, Whoa, actually, you just blew my mind. And that's my whole life. And we're like, yes, yes, your your whole life. So I know we're both
Kristy (22:58.507)
Thank
The Dental A Team (23:02.534)
like running down that road. But what I've noticed, and I think you probably have too, and the coaching that you've done for so many years as well, is like, that's a space that all of these other pieces fall into. Because you can't grow just that, in my opinion, without growing the other pieces. And you can't grow, you can grow, you can grow numbers, overhead profitability, and not grow leadership, but you're stuck. You're like, you're stuck in this space. You can't grow out of that stuck.
without that leadership development within yourself and within your team. So I think that's why we love it so much because it creates so much opportunity for everything else to fall into place when we can dive in and figure out our why, what are we even here for and how we're going to get there. So thank you for letting me pick your brain on that, Kristy. I loved it. Gosh, this was a really fun conversation, you guys. I, Kristy, thank you so much for riffing with me, letting me.
Pull out the big questions and just for being here with me. I truly appreciate and value your time so much. And you guys listening, gosh dang it, action items, here they come. I need you to evaluate where you're at. Like, what are your numbers? What's your BAM? What's your bare-ace minimum? Where do you want to go in comparison and create that roadmap? And if you guys need help with that, you know to reach out. [email protected] I don't know how many times I have to say it, we're here for you. So.
Create that number. What is that number? What does it look like? What does it need to look like? And when are you working yourself out of the business? Create that whole roadmap, you guys. Leadership. Develop yourself. You cannot develop leaders if you are not developing yourself. You can do them simultaneously, but you can't make other people become something you're not willing to become. So develop your leadership skills, develop your leadership team, create autonomy within that. Lots of meetings for accountability.
Mission, vision, core values, you guys, those are huge in my books. That's your heading and probably goes right back to that step one action item that I just gave you. So go to the things you guys, it might feel cumbersome right now. It might feel like, dang it, Kristy, you're giving me a whole lot of things to do this weekend. But guess what? You're going to do this now and it's going to take this X amount of time, maybe three hours, and it's going to save you time in the long run, because if you wait,
The Dental A Team (25:28.684)
you're gonna get to the end and you're gonna be like, I need out of this and you're not ready. But if you do it now, you can get to the end and be ready. It's gonna be so much more work if you're to a point where you need out and you're not ready than doing the hard work now and being ready when you get there. Kristy, thank you for your time. Thank you for traveling down this fun podcasting world with me. I truly appreciate you and I value your input. So thank you for being here.
Kristy (25:56.504)
Thank you for having me. And I would also say, Tiff, we're gonna come to that point, right? We're gonna travel down the line that you talked about, and we can either do it by default or we can do it with intention. So hopefully, it'll take your advice and we'll be intentional about it. So, fun
The Dental A Team (25:58.876)
Of course.
The Dental A Team (26:10.739)
The Dental A Team (26:15.871)
I love it. Thank you. You guys, I hope you picked up on the fact that Kristy has some freaking nuggets that she drops, and I am so excited for you guys to partake in these nuggets. Kristy, I will surely have you back on for so many more podcasts, and the world needs to hear them. I get them constantly, and I'm just like, dang, that was good. And so I'm excited for everybody else to hear them. Thank you for that. It was truly invaluable. You guys, go do the hard things. And while you're at it...
Leave us a five star review because we love to hear from you here on this podcast and also on Google. We need them everywhere. We love them. We want to know that we're doing right by you. So tell us that you enjoyed it. Tell us if there's something different that you'd like to hear. You know we want all the feedback. So leave us a five star review. You guys, if you haven't done it yet, you can sign up for a strategy call with our team. Current clients, you get those all the time. If you need a strategy call, tell your consultant, non-current clients, if you want a free call.
to just dive in and figure out where you are and where you need to start. Sign up for a strategy call. They're free, they're fun, and it really gives you a great direction, whether you're going to become a client with us or not, get that strategy call in there. Have so much fun. Thank you for joining. Thank you for being a podcast listener, and we will catch you guys next time.
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Kiera and Britt have a deep discussion on the ins and outs of hygiene right now, including what’s on hygiene grads’ minds, the right ranges for skill sets, how different practices are staying scrappy amid the dearth of hygienists, and more.
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Transcript
Kiera Dent (00:00.822)
Hello, Dental A Team listeners. This is Kiera. And today I have Brittany Stone, the one and only No BS Britt. And today I'm asking her to play Hygiene Britt. If you didn't know, it's actually fun. It is. And it was funny because yesterday, Britt and I actually like had, we were heavy in Dental A Team mode. And then I called Britt back probably like a minute later and I said, Hey Britt, can you be Hygiene Britt for me? Cause I have a hygiene question.
Britt (00:26.988)
you
Kiera Dent (00:29.102)
So Britt, welcome to the show today. How are you?
Britt (00:32.308)
I'm good, how are you doing?
Kiera Dent (00:34.23)
I'm great. How does it feel to be hygiene Britt? Like go from, mean, you're Dental A Team's operations manager, you're also consultant, like all the things. How does it feel like go back into that clinical space sometimes?
Britt (00:45.678)
I mean, hygiene are roots, man. Like that's the beginning. So it feels to me, I know you guys haven't known me as like hygienist. Like, yes, I know hygiene stuff, but you never worked with me clinically as a hygienist. But to me, I'm like, yeah, that's me.
Kiera Dent (00:54.872)
true.
Kiera Dent (01:00.91)
I'm glad because it is fun. I actually was talking to Jason last night after you and I had chatted and I said, Jay, it was actually really fun to talk to Britt about like where we started. I mean, I'm dental assistant, Kiera, office manager, Kiera, treatment coordinator, Kiera. No one's known me as that in Dental A Team. And so I'm just going to throw it out there because you never know who's listening to the podcast and who would ever like take me up on this idea. But if there's someone out there,
that would love to allow Dental A Team to come in for one day and go back to our roots. So Britt, we probably have to do this in Arizona, because I think you're only licensed in certain states, right? Okay, so Arizona offices, if you know someone in Arizona, all of our crew will be there in March and there might be a few other times, but I think it'd be funny to see a Dental A Team take over. Like how would it be for Tip to be an assistant?
Britt (01:35.318)
Yeah, currently still just Arizona. My OG state over here.
Kiera Dent (01:52.462)
me to either be an assistant or a treatment coordinator, and Dana to go back into hygiene and just see like how it would run. if anybody's open to letting us come back into our, like put the scrubs on and just see like, shoot, we'll cover for a day for you guys.
Britt (02:01.198)
.
Britt (02:06.358)
It would be like a good and wild time all at the same time because I think we're all a little bit more maybe assertive than we might have been in some of our olden days in those positions.
Kiera Dent (02:14.038)
Hahaha
Kiera Dent (02:18.316)
I agree. And this is why I want to see like what would Dental A Team do if we were all put into one office at one time. So anyway, if you're interested, email me [email protected] This isn't a passive ask. This is like, I really think it'd be so fun. We've talked about it so many times, like what would it be like? So, Hey, if you're ever interested in Dental A Team.
Britt (02:23.046)
Yeah.
Britt (02:35.982)
Usually what we do is we say if we could all only be one role, so no doubling up on roles, this is the game Kiera likes to play, who would be which role within the office is usually how this goes. yeah, not to say we don't get along, we would have a fantastic time, but you'd get a lot of ideas that they would run quick, I'll tell you that.
Kiera Dent (02:45.118)
I do.
Kiera Dent (02:49.762)
and
Kiera Dent (02:55.608)
Thank
Kiera Dent (02:58.99)
Well, and I'm like, believe it or not, I would actually not go for office manager. So I'm out on that. Shelby will probably take on office manager role, even though she's never done it, she'll do great. But it is kind of funny, Tiffany, we were talking the other day and I said, Tiff, I remember being a dental assistant and I had hours of time sitting there like root canals, crown preps, where I just thought of all these ideas and Tiff's like, I would like, I literally would hate if you actually went back to that and had that much time to think of ideas.
Britt (03:08.014)
Thank you.
Kiera Dent (03:26.904)
Fair enough. anyway, throwing it out there, Britt and I have a good time, but truly I do think it'd be fun if an office allowed us to come and just like see what would happen if all of us went back into it. You might hate it. Don't worry, doctors. You can still keep like one or two main assistants. Like we won't fully do it, but like we're, we think we'd be the A team. I'm just curious if we'd actually be rated A, B, C or D going back in as a whole team. Exactly. But on that note, pivoting into what we want to chat about.
Britt (03:47.327)
Put our money where our mouth is. Is that what you're saying?
Kiera Dent (03:55.96)
Britt and I wanted to get on the podcast and I really wanted Britt to be on this podcast with me because Britt is a hygienist and believe it or not, I have had actually some clients ask Britt and Dana like, hey, if you ever want to like leave consulting and come back to hygiene, hey, poo poo on you, that's terrible, don't do that. We don't poach your people, don't poach ours. But it is interesting because I do know that hygiene is a hot topic and so I thought Britt, if we came on the podcast today and we actually chatted about...
Britt (04:08.174)
Thank
Britt (04:12.056)
you
Kiera Dent (04:22.508)
All right, let's talk about hygiene. How do we get hygienists? How can we hire? How can we attract? What are maybe some out of the box thinking today? And also doing on both sides of the coin because I do know we have hygienists that do listen to the podcast as well. So shout out to you listening in and educating yourself and understanding kind of the predicament the doctors are in because it's this constant, like I do feel over the last four years since COVID, the hygiene pay range has like just like escalated up this ladder, which is making it hard for practices to stay profitable, which then leads to if
The practices can't maintain profitability. I do actually wonder and this is kind of just my thoughts and I'm sure Britt you've thought of it. Will there come a point where hygienists are actually asking for too much that dentists say it's not worth it for hygienists? I'm just going to hire a dentist. So I'm just like just so we know and I want hygienists. So it's going to be kind of like a really open conversation. My goal today is that none of what we bring ever should be weaponized against people. So there might be some ideas discussed hygienists if we're talking about certain things to me. This is not always on where you can go in.
take this to your doctor and demand certain things and doctors if that happens, like it sounds like that's a great opportunity to coach that hygienist out and bring someone else in and vice versa. Hygienists and doctors, like doctors not weaponizing and saying, hygienists we're so high, I can't afford to do this or things like that. I think really understanding the dynamics of where we're at, I think is gonna be a good conversation. So Britt, you, hi, Janice Britt, welcome to the scene, hello.
Britt (05:45.454)
Thank you. I'll put that hat on. And it's all in fairness, right? I think that's what it comes down to in any working relationship. And even when it comes down to talking about things like compensation, like it should be a conversation for both sides, right? And sometimes there's things that can be done. Sometimes there's things that can't be done. And sometimes performance-wise, it doesn't warrant being done. So I think that's just the mindset to go into it with always when it comes to those conversations is it is a conversation. It should be a conversation.
demands back and forth and finding the best fair solution.
Kiera Dent (06:20.502)
Yeah, absolutely. And Britt, I'm so glad that you're open to this. And Britt, the reason I love her in operations next to me, like I feel like her and I are really good yin and yang. think Britt and I truly, we have very different personalities. We have very different mindsets. We have very different pieces. And I think when you can bring those two perspectives to the table, I'm very strong entrepreneur. I'm very strong business. very, like Britt will tell you, I come in very strong on those and Britt will come in very strong on team.
Britt (06:32.876)
you
Kiera Dent (06:45.282)
I think that to have someone like that in your corner to me is invaluable because it allows Britt and I to really, like we say hash, like we really do go back and forth knowing that our ultimate goal is to land on what's fair and best for the business, what's fair and best for the patients, what's fair and best for our team, what's fair and best for every player in the scene and the arena. And I believe when you can have these conversations, you can get there. So Britt, I wanna just kick off.
It's something that's come up and I'm just curious from your perspective as a hygienist, because you are a senior hygienist. You've been in the ranks. You haven't been there as a brand new grad. And there are some hygienists who are feeling like these new grads are coming out asking for quite a lot. I've actually been told that a lot of the hygiene teachers are actually telling them to ask for higher amounts. And I'm really curious, like, do you feel that there should be ranges where if you've been out of school for say zero to five years, it's kind of like this is your range.
if you've been out of school from five to 10 years or 10 years plus, because some of those senior hygienists do feel like, hey, I've been in here, I've been running the ranks. And then I'll give you the flip side that I also think of, but sometimes my senior hygienist might not be as up to date as my brand new grads out of school. So there's this like, there is an experience piece of you've been with the patients longer, but sometimes like, I know certain hygienists don't do as much perio, whereas new grads do more perio sometimes. So.
Again, I'm not here to judge the hygiene world. I'm just curious, Britt, from your perspective, being a hygienist who's been in the realm for a while, what's your take on like, should there be ranges based on experience or is it on performance? Like, what's kind of some metrics that you see that would be beneficial when we're looking at compensation to be fair across the board?
Britt (08:22.414)
I mean, you know fairness is a big thing to me, right? So I and this will be a probably to some maybe not the most popular opinion But I do think it's the fairest and I no matter the role right whether it's a hygienist whether it's an assistant whether it's a front desk whether it's an associate coming in I'm big on it comes down to skill set and what are they able to do? Right? What what's their skill set in the position? How are they able to perform? What things can they be?
responsible for and own and make sure that they get done. Now with a new grad, would I probably be a little bit conservative on what they start them out with and say, hey, here's your path forward, right? Once you show me XYZ, you're running on time, you're making sure your diagnostics are quality, all those things, this is your path forward as far as compensation goes. But I do think it should be a skill set based compensation, not just like tenure based compensation. I'm not a big fan of tenure overall, no matter like
Kiera Dent (09:21.517)
Mm-hmm.
Britt (09:22.176)
like where it is. The thing that I will say along with that though is to make sure that our owners, right, whoever's making those decisions on compensation, that we keep it all fair. So I think sometimes some of those more senior ones, maybe they've stayed at a rate for a really long time and maybe haven't been increased according to inflation or what they're paying other people now. And so like that piece needs to be fair as well. So make sure, I'm a big fan of tears, what's
the skills and make sure that it stays within those tiers. And yeah, if you've been with me for a long time and you've got a full set of skills for hygiene and you do really well, you should be at the top end of that top tier. And if not, then we need to have a conversation and talk about it and see how we can get you there. Because that's ultimately my goal for any of my team members is how do we get you performing to the top of your skill set, your ability or your license. And with that should come like fair compensation that comes along with it.
Kiera Dent (10:22.392)
So, okay, I really like that. I've got two follow-ups on that. One is what are like set skillsets that could be ranging someone up? Are we just talking perio? Are we talking laser? Are we talking like, what is it that is specifically for hygiene, the skillset? And I do love, I hope you guys all asked like that, like every person should be performing at the top of their license. So that's follow up question number one. Second is gonna be about a compensation question. So what are those skills that you feel will range them up exponentially?
Britt (10:50.252)
Yep, so for me, like basic skills, running on time. If you have an anesthesia license, you're doing your anesthesia, if that's allowed within your state. Chart audits are good. You're getting everything that needs to be done, that your charting is complete. You're getting all your diagnostics done. You're coming prepared to huddle. You're being a team player. All of those things are kind of like my basic level stuff.
Kiera Dent (11:16.846)
Should they like interjecting real quick on that? Should they be hitting a certain production amount or is it more just those? It's like, what is the production amount that they should be hitting in like basic skill level before they even move on?
Britt (11:29.038)
Yep. I think whatever your basic goal is, I'm usually depending on the area, depending on your PPO fee for service, right? There's going to be a little bit of a difference, but I'm usually like a 12 to 1500 is usually around kind of like my base, depending on if you're PPO or if you're fee for service kind of on that upper range. And then as you as you one, I think get more confident with perio, have those conversations, perio percentage rate, that's case acceptance for peri
percentage rate would be a next level to look at. So not only are you having the conversations, right, you can do it, but how effective are you educating patients in advocating form to get the treatment done that's needed? So this is where a few more specific metrics are gonna come into play. So per year percentage is gonna start to come into play looking at jumping to that next level. I'm also gonna start looking at how well are you setting up doctor and teeing up doctor for treatment.
That's going to be my mid range that they need to be able to have those conversations. TFDoctor, be a partner in that conversation. So that's kind of like my mid range ones and my high range ones I'm going to tie in. Yeah.
what's your case acceptance coming out of your room? How well are you supporting the doctor and advocating for those patients? Having conversations because at some point with hygiene, right, there's clinical skills and with those, right, doctors should be checking, sure, check my perio from time to time on my charting to make sure we're aligned. Yes, if I'm missing stuff that I shouldn't be missing, then like absolutely those should be things that are talked about and would keep me in that like basic pay range if I'm not doing well at my job.
But to get up into that advanced pay range, it comes to a lot of the soft skills. Are you adding in that scan? Are you on board? Are you advocating for the practice and getting things done? Are you talking about treatment? Do you have good case acceptance coming out of your room? It's a lot of those soft skills and showing initiative instead of like, no, that's too much. I'm not going to do that. It's almost like a difference in personality and an initiative once you get to those higher range and you know them, you see those hygienists that are just rock stars and they're like, yep, they will
Britt (13:34.33)
help out, they are a team player. Yep, I can get that done. I've got time to do it. They are having the conversations, they're supporting the doctor really well. That's my top tier. That's what I ultimately want everyone to be.
Kiera Dent (13:47.918)
And I think that actually really helped in like that 1500 that 1200 range like there has been a model out there of like three times their pay and I'm just curious Britt. Is that even a realistic number from your perspective now of three times a hygienist pay? I do say for fee for service usually at a four or four point five times their pay but with PPO schedules and with the new rate of hygienist coming out, do you still feel like three times their pay is fair?
Britt (14:14.242)
I think it is a great starting point, right? There's across the country, and this is where like you can pull the economics of it into it, right? Depending on the area, depending on how many hygienists there are.
Like that's something that we, I think, have seen across the board that impacts higher ranges or lower ranges, right? That's the way a free economy works. Welcome to it. So, right, depending on the area, I would say yes, that is, everyone should be shooting to hit that. And some of our areas where
you know, it's a little bit more competitive or depending on, you know, well, we'll throw it out there. State laws, different things that have to be offered, right? That impacts the price and how expensive it can be to pay a hygienist. And I'll say to my hygienist, you guys are worth it, right? Especially you're that top tier hygienist. Like you guys are worth it. But from a business standpoint, there's like we got to we got to stay profitable at the end of the day. And so I do think that three times fee for service
us up to like four times pay is a great place to start. And if we are not there, then we need to start looking at other factors. Is it reasonable? Most of time, yes, 100 % it is. Some cases, depending on the area where there's like those shortage, those higher ranges, like it's a little bit more of a struggle. And that's where it comes to the conversation of, all right.
hygiene or associate. And we've definitely had those practices where it's like, for what I'm paying this hygienist, I can have an associate who can not only do hygiene, but can also do treatment. Which direction should I go?
Kiera Dent (15:38.862)
Mm-hmm.
Kiera Dent (15:48.96)
I agree. I think, I think the hygiene world, like making sure that it's cognitive of that too, because I think it could be a dangerous zone where without trying hygienists actually like work themselves out of the marketplace. I agree. think hygienists is such a valuable player on the team. And so just making sure that like we're cognitive of that. And I love that, Britt, you bring that from a hygiene perspective. I will also say though, I don't just think it's fully on the hygienist. And Britt, I know you agree with this completely that
Britt (16:15.555)
Mm-hmm.
Kiera Dent (16:16.334)
looking for that three times and instead of saying like we can't get there, let's look to see how could we get there. So it has the office actually looked at their fees and are we making sure that our fees are competitive, that we're negotiating with the insurances. This doesn't mean you have to drop in and drop your insurance plans, but it does mean we need to be very effective with it. Looking to see can we add in laser? Can we add in PRP or PRF? Can we add in some of those adjunct services? Are we adding fluoride? Are we getting all of our x-rays on the right series?
Are we billing out the correct comp exams for it? Are we looking for those additional pieces and looking for like, what are all the codes that we can bill out within hygiene? Of course, not over diagnosing things out or billing things out. But I think like, let's also look at medicine. They bill for the gauze, they bill for the cotton, they bill for all these things. And I'm not here to say like nickel and dime your patients, but I am here to say.
I think they're starting to become a world where we've got to start being more proactive on what we do, bill out to insurances to hit the rates that the hygienists need to be producing as opposed to just doing what we've always done. So I think like as an office collectively working in conjunction with a hygienist, let's not just throw our hands in the air and say like, they're too expensive. There's no way they'll hit it. No, that's not true. There's actually a lot of hygienists who are being paid those higher ranges and they are producing three, four times their pay. I have hygienists in...
less affluent areas able to hit that. And so it's kind of like the four minute mile. People thought it couldn't happen, couldn't happen, couldn't happen. Well, I think sometimes it's telling us it can't be done. We actually find ways to make that true rather than saying, hey, other offices are doing that. Let's get creative and let's let's let's work together and figure out what we can do. So I want to maybe have some commentary. Please do.
Britt (17:51.118)
Yeah, I want to make a quick plug on this because I know I threw out there like there does come a point where like sometimes we sit there and we contemplate of like associate or not the hygienist and me do I want doctors doing hygiene? No, I don't. don't. No. Do doctors want to be doing hygiene? No.
Kiera Dent (18:04.27)
No, I don't either and I'm not even a hygienist.
Now.
Britt (18:11.072)
No, they don't want to, right? So like it's not an ideal solution, but when it comes to a business being able to survive and stay profitable and keep running to take care of patients and provide livelihoods for everybody, like some that's the that's the business side of my brain that it's like sometimes those are things that we have to contemplate and see what's the best decision moving forward.
Kiera Dent (18:30.296)
for sure. And I'm glad you put that because the ultimate goal is to not replace hygienists. The ultimate goal is no. But I think it's like, look at other businesses. Do you think other businesses wanted to convert to AI? The answer is probably not. But due to necessity of profitability, like to me, that becomes a survival skill. Like is this business going to live or die? They're going to find ways to live. That's a natural human tendency. And so I think it's like, let's partner together. Let's find the solutions. I even have some practices who have elected to go
Britt (18:35.598)
I don't want that.
Kiera Dent (18:59.064)
hygiene, like no hygiene in their practices. so knowing that, like, but again, this is just getting scrappy. This is doctors just like, we have to find a way to survive. think it's
Britt (19:01.71)
Mm-hmm.
Britt (19:08.14)
And out of necessity, if they can't find one, right? Like sometimes that's kind of been the state that some of them have been in, so.
Kiera Dent (19:15.342)
for sure. So Britt on that we did talk about like baseline pay and we talked about longevity of it. What happens when you have a seasoned team that has been there? And we've got hygienists, they love the practice, they love the things they're doing. recruiters are pretty impressive these days. Like I do feel everybody's being bombarded with other offers constantly. And it's like you might be very happy. But hey, like sometimes dollars do count. What do you do for a practice?
when like these new grads are coming out and let's say they're asking because like right now I have a practice and the new grads like literally looking on indeed all practices hiring right now are like $5 an hour more than what they're currently paying like their highest hygienist. Like what do you do in that realm because like if you've got three or four hygienists now I've got to increase everybody $5 an hour just to be able to bring one new hygienist in. I think this is where it's like this wave of constantly like chasing a number but it's not just one person I'm chasing it's multiples.
what do you recommend for businesses and new grads? Because I'm like, if I tell this new grad, like, well, this is where we'll start to, I've got seven other offices willing to offer this hygienist that they only need one hygienist. They can do it because the finances make sense for them. What do we do in those scenarios to help these practices out?
Britt (20:27.724)
Yeah, I think having a community near you to know kind of what people are really getting paid, right? There will always be, especially in your more like city, right, areas, there's always going to be someone out there who can pay more.
There's gonna be an offer on the table somewhere. I always say question that. Know what you're getting into on those ones that are like real high from everybody else. But I think it's a real question of what are you ultimately looking for? One, with that higher rate you better believe you're still, you're gonna have to make your way, right? To make it worth paying you that amount. So that's gonna be there.
Also, you know, what do you value in the people you work with and the type of things that are being done and the care that's being provided in practice not taking a hit at anybody but I'm like that's an overall it's not just a dollar like sure you can go out and you just want to pick a job based on dollar Go for it. If you want it's risky in my opinion Look at the whole picture and see kind of what you're gonna be living because we spend a lot of time at work, right? It's a it's a big part of our life and we spend a lot of time and I don't know I take a lot of pride in where I work. So I care about when
the people and what we do. And I hope that's the same for our providers out there, for our hygienists out there. But I think take a look overall.
And then I think when it comes to those rates, so have a community know what like the actual rates are not just the jobs that are out there and what people are getting paid. Make sure you're competitive like 100 % the rates need to be competitive and if you fall in behind some unlike yeah we might need to see what we can do and see if we can start to get back within the range of the market to stay competitive. And then
Britt (22:16.45)
that also I think brings confidence in knowing you're offering something fair, right? So if I'm like, if I know, hey, it's competitive, it's fair.
We're a great place to work. I always want to get people in to come meet us, experience us, because again, it's more than just a dollar. If they're making a decision just off of a dollar, they're probably not the right person for me anyways. So I want to get them in, let them see the whole picture. And then, you know, when it comes down to it, at the end of the day, I can offer what I can offer and offer a path of like, hey, this is where it starts. And here's what you can do moving forward in the potential. But we're getting to know each other. And
I'll say this recently, especially for assistants as well, because I think it's the same, similar scenario in assistant world, is some of the doctors that know their affair, they come in, they're confident.
have people who like them and they're like, okay, you know, not to say it always happens, right? It won't always, but it's more likely to happen instead of just chasing a dollar amount and trying to like outbid someone. So I think still be confident in your moves. Don't jump too fast. Make sure you're competitive. Make sure you're allowing people to see the whole picture of you. I'll add to that. Make sure you're actually a good place to work along with that so that you attract people.
Kiera Dent (23:12.878)
Right.
Kiera Dent (23:32.398)
Agreed.
Britt (23:34.382)
because I think trends and you'll see articles and research out there, money matters and there's always going to be those people where money is their top priority, but life I think these days matters to people a little bit more.
Kiera Dent (23:46.22)
I would agree. think that that's something that the shift of the, think money used to be the currency that people were going after. And I think now it's time and lifestyle that is the new currency. so realizing that and recognizing that, Britt, let's say an office, the going rate is higher than what you are really like able to afford in your practice. What's your take on offering like a lower base, but commission from a hygienist? Like does this, I don't know how it lands for hygienist. Is it like, well, I want the guarantee of like knowing that I can
let's say it's $5 different between offices, but this office is really struggling, but they can offer you the commission base. How attractive is that to a hygienist? I have my opinions, but I'm not a hygienist. So I'm just curious from your state, what you hear from colleagues in the industry. Cause I know you see very connected to the hygiene world. What are you kind of hearing around?
Britt (24:33.42)
Yeah, I think it's a super fair model. I know when I was managing, that's the model we were off. I want you to know that you can count on something that's reliable, right? So that's where I do like having a base that's very reasonable, that's very fair, that is an amount that easily hygienists should be able to produce and make that and cover themselves.
But for those who do like hustle, right? They're not gonna be like, well, I've got an opening, I'll just go home. Or like, I'll just like chill. Like they want to work. They wanna keep people on their schedule. They want to be supportive of the team. They should make more. And so it's even just a fair from a multiple hygienist in an office. I'm like, yeah, yeah.
working hard I should make a little bit more than the person that's kind of slacking off a little bit. And so I like that model to where one you know what you can count on because there's that base there. And then yeah commission is going to be ultimately whatever you want it to be right? Like that's where you've got some control and if it's a commission based on production or adjusted production or collections whatever route the doctor ends up going
fees rise in the practice, right? That's you naturally kind of build in that increase over the years as office fees change.
Kiera Dent (25:56.782)
Fair, that's a good point. And Britt, I have so many more questions I wanna ask. I think for today, keeping it here, I really also think one thing to plug on the commission that I think Britt, you and I have done a really good job. Like, mad kudos to you within our company, because we do offer our consultants based in commission. So I think like we can actually speak to this model pretty well. But something I really pride ourselves on is we actually go and look at real numbers. I don't want to be going for my best hygienist and offering off of my best hygienist.
We want to find an average between like our lowest producing hygienist and our highest producing because I would rather set a clear expectation with that hygienist coming in of like, if you do basically like bare minimum, this is what you'll be making. And then if you choose to like go more, which there are opportunities, this is the range you could do. And literally when we do offers, we literally show a hygienist or like in our instance, it's a consultant. Here's what it is. Here's what the averages are.
And for me, I think that actually makes me way more confident going in because I'm not offering the highest end. We have we have consultants that produce a lot more than other consultants. But I don't want because that just sets an expectation for that hygienist coming in. This is what I think I'm going to be paid. And then when I'm not, they get angry with you versus it being like, this is where I think it's very fair. This is very realistic. This is the time frame. Realistically, I think you can hit it. This is an average day. Here's our actual numbers. This is an actual hygiene schedule.
So that way I really do think that that will make you more confident when offering. If you can't offer say that $5 more or you want to bring people in and maybe you're a little bit less than that. You don't want to raise your entire hygiene team. And again, hygienist, it's not because I don't want to raise you. Like I just want to make that super clear as a business owner. I want to pay my entire team exponentially well. Like truly this is like my heart of hearts. Like Britt knows this. I'm constantly looking like how can we raise people? How can we do it?
Britt (27:38.413)
Thank
Kiera Dent (27:40.918)
I also know as a business owner, my job is to make sure I keep the business profitable because if I don't, I've actually heard every person that we serve in the community of patients. I've heard our entire team of being able to afford it. And also I don't want to be stressed as a business owner, like fully. would, I like, I love you and I want to pay you. I also want to be able to sleep at night and not constantly stressing of do I need to take a second mortgage out on my home? So like just understanding it's, it's a business, it's a person, it's a human, but I think be fair with your numbers that you offer.
And Britt, I do want to do another episode. I'll just tee it up of what do hygienists feel about assisted hygiene? Cause it is a model that's starting to come as popularity of not being able to find hygienists. Is it something of we like it, we don't. Also, I know there's conversations around, we shorten hygiene appointments to be able to see more patients as insurances aren't reimbursing as much. So I definitely want to like tee it up of having a few more hygiene conversations. But Britt on this, thank you for giving you the perspective of like the ranges of how to pay and what you feel about base plus commission.
Britt (28:13.528)
Thank
Kiera Dent (28:38.874)
Hopefully we were able to give you guys some tips on how can we attract these people. think like you said, Britt, having a great place and a great reputation within the community, having longevity of team members, it's been shocking. Britt and I have been doing interviews and I don't know if you picked up on it, Britt, but the last, I think two or three interviews we've done, one of the questions they've asked is how long is your longest team member and can we ask why they've stayed? It's been shocking to me that that's a question that has come through. It's been consistent.
Britt (29:02.156)
Consistent. 100%.
Kiera Dent (29:05.132)
And I'm thinking it's because people really want to work in places long-term and there's so much jostling that I think they're also wondering, are employers keeping team members too? So just note, that's been a very random comment that's come through on our last very, and we're talking like yesterday. We just had an interview yesterday, that question was asked, so it's very real. But Brittany, any last thoughts you've got you want to wrap up today? I appreciate your Brittany hygiene today, coming to the table for the perspectives.
Britt (29:29.102)
No, I just, I think it's a good conversation and agreed on running numbers and especially if you're wanting to maybe like transition within your practice, right? Hygiene wanting to propose it or doctors wanting to like switch over so that it's a much more sustainable model for you. Run the numbers and see what it looks like, right? That's reality and I'm with you on like low and high end when it comes to hiring. Worst thing you can do is set expectations you're not gonna meet.
Kiera Dent (29:54.094)
Agreed Well, Britt, thanks for being on the pod. You guys, appreciate you. We will definitely come back. I know there's lots of questions. I know this is hot right now. So, Britt and will definitely podcast again about assisted hygiene, what we do for shrinking hours. Is that even doable from a hygienist perspective? Or is that like, no, there's other solutions because I know everybody right now is just trying to find solutions for the pickle that we're in wanting to maintain and...
really pay these hygienists what we believe that they deserve. So Britt, thanks for being on it. And for all of you, if we can help you and your hygiene team, if these are issues you're struggling with, if you're like, am just like hitting my head against a wall. I don't really know what to do. Reach out. That's what we do. [email protected] And as always, thanks for listening and we'll catch you next time on The Dental A Team Podcast.
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It’s time for a Dental A-Team office spotlight! Dana shares with Tiff how she’s worked with a practice that started off with room for financial growth, and began adding in auxiliary procedures without losing control of the business.
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Transcript
The Dental A Team (00:01.415)
Hello, Dental A Team listeners. I am so excited to be here. This is, I think, Dana and I, we get our like, alone time, our us time when we come in here to podcast. So I love, and I love that it switched to videos, however long ago that was. I remember in the beginning I was like, dang it, I can't wear my like, comfy leggings anymore, but whatever. Here we are, we gotta have our hair done, we gotta have our makeup done, it's great. But Dana, I love getting the time with you, so thank you so much for being here with me today. How are you on this beautiful Friday?
in Arizona.
Dana (00:31.822)
doing really good. It's a little bit chillier, but I'm learning to like, you know, find some happiness in that even when I'm freezing outside of softball games.
The Dental A Team (00:34.928)
No!
The Dental A Team (00:41.702)
Yes, yes, and you're colder down there than I am up here in Phoenix. But I had a client the other day, well, actually it wasn't, was Eve, our marketing gal. I don't know if you were on that call, but she was like, I was like, it's cold, because honestly, in the mornings here in Phoenix, it's like 35 degrees. And that's cold to me, right? And she's like, you can't complain that it's cold. It's eight degrees here, whatever it was. And I was like, actually, this has been my whole week. I've been saying this to people.
I decided, I chose, to live somewhere that's supposed to be warm. So when it's not warm, I get to complain. I don't complain when it's 120 outside and I'm like, I chose this. I wanted warm. So when it's freezing cold and I'm getting breeze warnings on my freaking phone, that's when I'm going to complain. Same with Florida right now. I saw it snowing recently on the beaches in Florida. anyways, thank you. That's our Arizona Girl Tangent.
Dana (01:27.896)
I
The Dental A Team (01:38.169)
We like the heat, that's why we're here. And Dana grew up in the cold. So I feel like if you're saying it's cold, it's freaking cold.
Dana (01:45.9)
I will say, you know, I always use the excuse that like, you know, my body acclimated to the heat. So now 32 degrees is in fact freezing for me.
The Dental A Team (01:55.466)
It is. It is. It is. And my son always says like the Arizona, the desert, like there's just not a lot of insulation in the desert. And so desert nights are freaking cold. They are wild and it drops so quickly. As soon as that sun gets on the other side of the mountain, it's freezing cold. So he's always like, yeah, it's the desert nights. That's fair. I appreciate it when it goes.
when it drops the 30 degrees in the summer to 90 degrees at 8 p.m. I appreciate that, but the 30 degree swing in the winter, a little bit rougher. So happy Arizona girls. So I'm excited Dana today because I really wanted to client wins, client pieces. And I feel like we're always dedicated to systems and I love that. And we're dedicated to growth, which I think this conversation falls into both of them. But really, you've had some really impressive growth with
a lot of your practices, all of your practices. But one in particular we were chatting about earlier this morning that I think would be a really fun conversation for a lot of our doctors because the growth that your doctor has seen within this practice and practices has been really, really fun. And I think what we chatted about earlier, you hit on a lot of different areas that I think a lot of practices are actually in.
at the same time. know what you were speaking on. I had some practices there and I really want to just pick your brain on some tips and some tricks on that. So Dana, your practice, I think you mentioned a few things, right? But one of the biggest pieces I wanted to like hear from you, one, obviously like financial wins. has that grown? Because I know that was a really big space for profit. The profitability of this dentist was fairly low and you were able to help
that increase, but then also this specific dentist has added in a lot of auxiliary procedures that I've seen a lot of doctors going to courses for Botox and tongue ties, lip ties, all of those different pieces and separating those out from our GP stuff, which I think also helps the profitability.
The Dental A Team (04:05.878)
So the way you guys have done this practice and taken those spaces, always focusing in on the profitability and the growth of the practice, but figuring out how we can create it into like quote unquote departments to increase the value and to increase that profitability is really cool. So slew of questions within that, but take us through Dana first steps. Like how did you figure out where the profitability was lacking and how did you figure out how to increase that?
because then that led into her being able to add more procedures. think adding more procedures before we know where the profitability is and before we know where the money is going, adding in those extra procedures can be really, really difficult. So it's already hard enough. And how did you help her figure that out and then slide into being able to add more procedures?
Dana (04:55.596)
Yeah, this is this is just been a really fun practice for me too, because it helped to show like, when you truly focus on comprehensive dentistry and all the things that you can provide for the patient, not only is it great for your patient, but it massively helps production too. And so this was a really fun practice to kind of highlight that and to kind of take, take them through it.
And I will say like the first part of it really was honing in on their systems and making sure they were most efficient block scheduling was huge and being able to say, okay, this is how you're scheduling now if we block scheduled everything out and we follow the schedule pretty much to a tee look at the growth that you could have just by Maximizing the things that you currently do. So that was where we started kind of in year one So year one was really developing systems to make sure that the new patients that we were bringing in we kept
The Dental A Team (05:24.383)
Thank you.
The Dental A Team (05:34.867)
Awesome.
Dana (05:46.082)
Right? And the practice actually continued to truly grow in patient number too. So, you know, making sure that we honed in on re-care systems, making sure we honed in on reactivation systems. And then it was really cool that once we got systems under our belt, now let's focus on big picture things. And so let's focus on, we've maximized kind of, one cool thing that we did is we separated out, she does a really heavy load of,
The Dental A Team (05:46.345)
Yeah.
The Dental A Team (06:03.232)
Okay.
Dana (06:15.948)
you know, there's tongue ties and all sorts of adjunct procedures. And, and so we actually separated those things out. And it's actually a business within a business, which then really helps her see numbers as far as general dentistry and some of her adjunct services that she provides. And so that really helped bring in a lot of clarity because we could start to look at individual numbers separately. We could start to separate new patients. So new patients for this avenue who were more fluid patients. So they would come to those things. And yeah, we worked on a whole lot on converting them over into
The Dental A Team (06:18.675)
Yeah.
The Dental A Team (06:23.56)
Awesome.
The Dental A Team (06:41.584)
Yeah.
Dana (06:45.874)
the general side, but that we could really look at those things independently to hone in on.
growth for each side. And what's been really fun is as we've separated them out, we've actually even separated out the days. So she now has like, you know, more like tongue tie days and general days and it helps her team to and we now are to the point where she actually gets to do more of the things that she loves, which are those adjunct things and bringing in an associate to
The Dental A Team (06:53.661)
Mm.
Dana (07:20.184)
helped continue to grow the general dentistry side. So it's been really, really fun. But I think the biggest thing is mapping out your schedule to make sure that it works, mapping out your schedule where you can add more of the things. What does that look like? And being able to look at those numbers consistently.
The Dental A Team (07:36.957)
Yeah, I love that perspective in most pieces and I know there's been a heavy push for the associates and making sure that the people who are there, the doctors who are already there and the doctors who are coming are really making sure that their schedules are in alignment and that they make sense. one thing that you said was like a business within a business and I just love that model. I've done it for a few practices as well where
It's like, this is the thing that we love and we want to do. This is our passion project business. How do we supplement now our practice that's already thriving and doing well with our passion project business? And I think that might be a space that some dentists going to the CE and they're like, I'm passionate about this thing. I think that's sometimes the space that gets overlooked is we've got to have the profitability and the thriving on just
practice, like we're doing really well, we're getting the new patients, we're getting the pieces because we want that to be supplemental. And yes, you're going to decrease your GP work. So it's going to take some of that load, right? So we're just kind of shifting some of that production and collections every now and again, but it should increase as well because it should be higher value, right? So watching you do this with this specific client and watching you add in those tongue and lip tie for sure, but the oral surgery pieces that they're doing and all of the different
modalities, the Botox and fillers, and like there's this practice has a few different avenues that they're working towards supplementing that GP. So it is really cool because in my opinion when I've done this with practices, you now have two different pools of patient avatars to pull from for one single practice. And when I think about it from a marketing standpoint, it's super awesome because now we've got two avenues to take this and I have
I have a dentist that I work with who wants to do a ton of practice or cosmetic dentistry, right within his practice. And he's definitely gotten to the point where his GP is pretty well oiled over there. And so now what we've done with his marketing dollars is really switched some of that funnel to focus in on consults.
The Dental A Team (09:49.658)
So it's a new patient, but we're categorizing it differently. We're tracking it differently. And I think that's likely what you've done with this practice and the doctors who are there at that practice doing all of these other pieces is funneling in those consults, smile makeovers. A lot of practices are doing those because we're looking at new patients on a GP side and 25 to 30 new patients on a full-time doctor on the GP side, standard. That's what we want. But when we're part-time on a GP side, we're looking for, you know, 12 to 15.
And then when we're part time on a a oral surgery, a cosmetic, whatever is going on over here side, now we want to see how many consults do we need to get to our case acceptance. So then it's like it's this big spiral when we're adding these new pieces in, because now your case acceptance is in play as well. And your consults, especially for bigger procedures, higher value dollars like
longer appointments, just a different set of pieces. Your case acceptance is not going to be the same as your GP. So having a consultant on your side that can help separate those pieces, separate the information, separate the understanding, separate the marketing of it and strategize how to get those to work together feels like a no brainer because I cannot imagine being on the business owner doctor side where I've just taken all this CE.
super passionate about something. I already have a business I'm trying to work in and then trying to get home, train my team, get the patients. Like trying to do all of that as one human being, the person who's doing it feels really hard. So when you see when you came in or this client came in, right? I think if I remember correctly, this specific client already had some of this stuff under their belt and they already had providers like trying to
generate this within the practice? So how did you, as the third party, the consultant looking over the overarching pieces, how were you able to kind of almost slow it down and speed it up at the same time to extract those pieces and allow it to be so fluid?
Dana (11:59.938)
Yeah. And I really think that it really comes down to, we've got to look at these in two different, we've got to make sure that we look at these things as two different things because a patient that's coming in for general and a patient's coming in for the other side, they're looking for different things. They value different things. Their experience needs to be different. Our systems need to be different. The way we schedule them needs to be different. And when this client first came in, it was like,
there were all these providers providing this, all kind of at the same time, right? So we're running this side at the same time we're running this side and providers are hopping back and forth. And then, you know, an adjunct provider that was in there to do another specialty service had to hop in and it was, it was, they were doing well at it, but it felt so stressful for them.
The Dental A Team (12:32.02)
Yeah.
The Dental A Team (12:46.547)
Yeah. Yeah.
Dana (12:47.17)
And it felt so like we're never gonna grow any of the pieces because where we're living right now is so, so stressful and chaotic and a little bit discombobulated, rightfully so. And so when we decided to say, okay, no, let's separate the two, let's look at them very differently, let's build the pieces that work for both.
The Dental A Team (12:58.389)
Yeah.
Dana (13:06.808)
places and let's understand that like you said, two different patient avatars, two different patient flows, two different patient experiences. And when we actually separated them out, looked at how we could streamline both sides, general and the other side, and we built out a schedule that worked to have them both.
The Dental A Team (13:23.06)
.
Dana (13:27.278)
be there. And I mean, this client even went on to create just an even an amazing separate space for these patients. And that does help create all of this. But it really took at like, let's look at both of these take different things, right? They take different
The Dental A Team (13:28.514)
Yeah. That's awesome.
The Dental A Team (13:42.52)
Yeah.
Dana (13:43.246)
Conversations they take a different amounts of hands-on approach they take a different way of treatment planning and presenting things and outlining consoles differently and so until we separated them It was functioning and they were doing okay, but it felt really hard Yeah, figuring out a way to make them both feel easier
The Dental A Team (13:55.976)
Yeah.
The Dental A Team (14:00.06)
Yeah, it's chaos. Yeah.
The Dental A Team (14:07.515)
Mm-hmm.
Dana (14:08.434)
and how we can maximize both ends. I feel like that was where the win was and really started to paint a much clearer picture of how you can continue to grow both ends to feed each other.
The Dental A Team (14:21.725)
Totally. think what you did there too, and as you're talking, I'm like envisioning it all, is you really extracted what would simplify it down. And it's just like anything when you go try to do something and it's there's 15 different things that can be done. Picking the right first step is usually the most difficult, right? Picking like what do I do next that's going to move the needle? And I think
my opinion is that's one of the reasons that we pulled back from pushing forward with things is we just can't figure out what that next step is. So you were able to make this massive thing two smaller things, and two smaller things is much easier to dissect and figure out than one massive piece. So you kind of separating them made it so that it was easier to look at them as individuals instead of instead of one monster to take care of.
think as you're talking to what you did is you were able to not only yourself, but have your dentist or doctor sit in the patient's seat. So it's almost like you got her and the team and everybody, but in that mindset of if I'm coming to you for this procedure, who am I? What kind of a person am I? What are the things that I like building out that avatar? But you have to sit, you have to like turn on that brain.
of that person who's looking for that procedure and then separating that. Because like you said, a patient who's coming and they're just like, just need a cleaning compared to a patient who's like, hey, I've been thinking about this for a while. I need ortho, right? You do whatever, smile design. You do, I see you do this. Like that patient's mindset drastically different than the patient who's just coming for a cleaning. So separating those out and creating that space.
where it is like the consults. And you understand you're likely going to need more of the consults over here to get the case acceptance and get the ball rolling. Then you do maybe even your new patients. Like that ratio is going to be a little bit different, but you are able to separate that out for them. So I have a ton of doctors. Like we both have so many doctors that are doing so much CE in the last three years. Like CE the last three years has been the word of the freaking year.
The Dental A Team (16:42.647)
And so many of them get so hyped coming out of their course and their class. But then again, it's that next step. think sedation has been huge and implementing sedation can be tough. think oral surgery procedures in a GP practice has been huge or pediatric practices implementing more tongue and lip ties. GP practice is going to more cosmetic services, the Botox, the fillers, all of those pieces and they get there. And then they're like, okay,
but I have so much going on. I have a full schedule. I have chaos in my schedule already. I have patients that are getting seated late. I have team turnover. And so then they get there and it's so defeating sometimes to just get to the front door and be like, I'm gonna do this. And then it's like, but the chaos I already have is taking my whole schedule. I don't have time for this. And...
what do you do in those instances where they truly like, it's chaotic. It sounds to me like you've answered some of that, like some of the systems, but what are those systems that help reduce that immediate overwhelming chaos where they can see the pockets of time to implement something new?
Dana (17:53.356)
Yeah. And I think for this practice in particular, their biggest barrier was her having these other things made it really easy for them to... And let me preface this by this particular doctor's goal was to build both...
areas, right? Yes, they wanted to do these things, but they still wanted their general dentistry to thrive because we wanted to bring in other associates and we wanted to continue to grow that part. And so where it became a barrier was the teams. If there was a hole in the schedule, or if there was the team's easy reaction was, we can fill it with a tongue tie, or we can fill it with a bowtie filler or we can. And that's great in that like, production did keep growing. But the vision of the practice then, it was like,
The Dental A Team (18:12.3)
Yeah.
The Dental A Team (18:31.913)
Yeah.
Dana (18:41.654)
we were growing one side more heavily than the other and that wasn't the ultimate goal. And so I think that it is building in the space.
The Dental A Team (18:46.283)
Yeah.
Dana (18:51.786)
for those things to where it doesn't feel chaotic. And so if you say, Hey, I want to add on Botox and filler, okay, well, let's decide let's pick the times when okay, four o'clock are going to be our Botox and filler consults. And we're building that into that template. If we say, Hey, I want to do more all in excess, great. How many more do you want to do? two of them. Okay, well, let's book out a surgery day, right? Or let's book out a surgery morning. And we have to have the room for it in our schedule to be able to consistently add it in and do the things. And sometimes
The Dental A Team (18:55.221)
Yeah.
Dana (19:21.7)
with bigger procedures, like the key to utilizing them to grow your practice is to do them consistently, not sporadically, right? And so often we're like, hey, I want to do all the nexes or I want to do big surgeries. And it's like, well, I'll add them when I find them. No, you've got to build the time into the schedule. You've got to build them in consistently. And then you've got to work really hard to find them to fill those spots.
The Dental A Team (19:30.72)
Yeah.
The Dental A Team (19:44.854)
Yeah.
Dana (19:45.59)
And so it's sometimes just flipping that mindset of this is something I'd love to add. Well, if you want to, how much of it do you want to add and where can we actually put it in that it's in there consistently and continues to grow?
The Dental A Team (19:58.636)
I love those words of wisdom. I have a few practices that have implemented surgeries and things like that. I have one practice in particular that I've worked really hard with on becoming mostly an oral surgery GP practice. And that's something that there's currently struggling with is, and it's, it's kind of coming from the doctor of like, just plug it in and know what a surgery is more important, get the surgery patient in and move the other patients and narrowing them down to those days.
is so valuable because then you know how many you need. You know that you can or can't fill it. You know what the GP site is. It just clarifies so many pieces. So I love that. I think that's surely step one in implementing anything new is just deciding where is it going to go. I know I have a ton of doctors that will do root canals on Wednesday mornings. Like I only do root canals Wednesday mornings. Perfect. Do root canals only Wednesday mornings. What does that need to look like? And I think what you said there
is key in the beginning you said you did the block scheduling and got the GP side done, handled. Like let's get consistent with what we're already doing. Let's learn how to do it with what we're already doing before we add another aspect that just confuses and creates chaos and more change to the team. So if the team can get really good at what you're already doing, it's much simpler to add another aspect in there, because it's just layering then.
on top of what you're doing, now you're just layering something else. that's so cool. I'm so impressed with everything you've been able to do with this client and all of your clients, but this one's a fun one for me to watch grow. I know all of our clients are so valuable to us and she's just, she's in a lot of things with us. So it's just really cool to hear all of these pieces and to watch you be able to pick those pieces out and teach everyone a couple lessons here and there. So thank you for letting me.
that out of you and pick your brain on it today. Dana, you are an incredible consultant and your clients are so so lucky to have you and just keep up the amazing work. I think this is incredible.
Dana (22:05.378)
Thanks, and I will say a lot of this is just to the hard work and effort that her and her team put into things to get the results. so just shout out to them too.
The Dental A Team (22:16.366)
I agree. I agree. you're coming to work with us, you're coming to see us, know we are here for you. We support you and we will hold you accountable to those ding ding buyers. And as long as you're willing to put in that work on the other side, because I can't be in the practice for you, but as long as you're willing to put in that work on the other side, if you're ready to make those changes, holy cow, it's exponential what we can do with you. So thank you, Dana. That was an awesome shout out. I'm sure they appreciate it as well.
You guys go look at what you're already doing. I know everyone out there is looking for something more they can add. What value, more value can they bring to their patients? But look at what you're already doing first. Take Dana's tips today and look at how can we create more systems or create more efficiency in what we're already doing so that we can layer something new on top of it. If you need help, if you have questions, if you're looking to do block scheduling and you need help with that, you've already got CE, like whatever it is you guys, we're here for it.
want to answer your questions, [email protected] is an easy space for that. You can send things in if you're a client already, reach out to your consultant if you have anything exciting you want us to know or help with. And as always, thank you so much for listening. Drop a five star review below, we'd love to hear it. And if you are a soon to be client, or just someone who wants an assessment, don't forget we do our free practice assessments with anybody who wants to sign up for them. Our clients have already had them on whether you've had that one specifically or one
similar to it with your consultant, but anybody who's not a client yet, please go do it just for fun. Sometimes it's good to know. So thank you, everyone. Dana, thank you. And we'll catch you guys next time.
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Kiera walks listeners through easy but critical accounts receivable systems to implement in your practice so you never have to face a financial crisis again.
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Transcript
Kiera Dent (00:00.932)
Hello, Dental A Team listeners. This is Kiera and today I just wanted to ask, are you struggling with cashflow because of overdue payments or you don't know how to do your AR or billing just fills out of hand? Well, great news. Healthy AR is an incredible way for you to keep your practice profitable and successful. And today we're going to dive into it and give you some really incredible systems to help you actually keep this on top so that way you don't ever feel like you're in a financial crisis again. So hooray, hooray. I'm so excited.
I hope you're ready for it. I hope you're just having an incredible day today. I know talking AR is not always super fun, but honestly having a well-managed AR system, being able to track to follow up to figure out where the gaps are really can give you confidence. So I wanna give you guys three quick actionable tips to be able to take this and have a healthy AR. You guys know the Dental A Team's all about practical tactical, making your life easier, making you super successful and happy.
doing it with ease, having a fun time with doctors and team members. So we are able to possibly impact the world of dentistry in the greatest way possible. So let's kick it off you guys, because honestly, AR is one of the most overlooked areas. It feels taboo. feels like we don't really know. So what are we even going to do? So like, let's just dive into this and really get it there. So number one is to set up clear payment policies and make sure that we're upfront with our patient. And if you don't have this, adding it onto your treatment plans, adding it into your practice,
Don't worry, everyone has this. So it doesn't need to feel scary or daunting or my gosh, like we're changing everything on our patients. You're not, we're just being very clear upfront. And what this does is it actually makes it easier for your front office to be confident with their treatment planning, to be confident with their scheduling, because now we all know the rules of the game. We know what we're doing and we don't have to be rude about it. We don't have to be mean about it. We just need to be crystal clear so people know the rules of the game of our practice. So a couple of quick tips are.
we do require payment at the time of service. I know back in time we used to not, but this is something that we do for routine procedures. And yes, we estimate and we go in, we try to maximize everything that we have within our practice by getting insurance estimates. But the reality is sometimes we aren't gonna be able to get that correct. Insurances aren't even accurate until we bill out. And so we don't crutch on that and bill out and then collect money. We collect, we estimate the best that we can. We collect at the time of service.
Kiera Dent (02:18.604)
and then we're able to let them know if they have a balance or if they have a credit. Hopefully we're getting close. I'd prefer credits more than I'd prefer balances. I don't like to chase money, but you choose how you want to do that. And then making sure we have really good payment options like Cherry or Sunbit or some of those other ones are really great ones. We actually have some offices that have a really beautiful spreadsheet where we have all the different payment options that we can offer. I only like offering one, two or three max of payment options.
but for your practice to know all the different carriers, like I said, Cherry and Sumbit, Cherry tends to be really high right now of a great financial one, Care Credit always is the top one, but having some of those options so that way we as the practice aren't carrying the bulk of this debt, but we're able to have options for our patient can help you get that better case acceptance and also keep us out of that financial pickle. So, and then also helping our patients have a clear financial policy and I actually have a practice that worked on this and
They were saying like a couple of things like they had six steps on it. And I really loved this of one is like no future scheduling until the payment, their balance is paid. And I think that really helps because then we're not just adding to the debt and we help our patients know like we've got to get this taken care of before we're able to schedule you for more treatment. Then we expect full payment on the first day or we're able to go like two payments half and half. So sometimes for crowns we'll do 50 % today, 50 % upon crown seat.
Those are some great things. I don't go beyond two payments within the practice. Otherwise they go into third party financing. You also, if you are struggling with this for larger payments or treatment plans, so you can decide is it 2000, is it 4000, is it 10,000, you choose. But I usually do a deposit and some people will have higher deposits, but let's say it's a 2000, you can do 10 % of that. So that would be $200. I like a 10%. I think it's easy. I think it also
for a patient who wasn't expecting to do treatment, it's not as daunting for them. So giving that 10 % down payment could also help out. And then really making sure that we are staying on top of our AR, which is going to lead into the next point, making sure that our accounts aren't going past hopefully 60 days in general. I know we might have higher AR right now where they're into that 90 days, meaning we've done treatment and 90 days have passed since we've made payment. And then making sure that we have a good collection policy as well.
Kiera Dent (04:39.266)
really making sure all those pieces are there is going to help. And we communicate this to our patients. And if we'll communicate it to our patients, then they know the rules of the game. So for that, when offices start to do this, they start to have patients understand that we make payments, that we only do two payments in-house, that we are collecting at the time of service, that we are making sure that they have these financial policies written. We're not allowing more treatment to stack up on delinquent accounts. What happens is that practice actually starts to
become profitable and they start to get more cashflow. Patients start to pay their balances and it's crazy because just asking for the financial money really actually helps a ton. And it's weird because you just think, all I did was ask for the money. Well, yeah, I have a practice that I was able to add over $20,000 per month to their schedule. And they said, Kiera how are you able to do that? One, it's through some tactics, but two, it was just stopping at the front desk and collecting the money before the patient left. Like it sounds so simple, but really,
just collecting and a lot of offices are even putting credit cards on file, which can really help. So number two, so that's like step one is like, let's collect the money before it goes back. Let's make sure we're checking upon check-in to collect the balances. Let's make sure we're collecting on checkout so we're not following up with all this money. And then number two for this healthy AR is we've got to have a strong follow-up system for outstanding balances. So what I like to do is I like to run the AR report at the beginning of the month. I like to put it into a Google Sheets file.
And then I like to actually have it color coordinated of what area is this account at? Are we on statement one, statement two, statement three? Before I ever send out statements, we always, always, always call. Hey, Kiera great news, your insurance paid. The balance is left, remaining is this amount. I can do Visa or MasterCard over the phone, which do you prefer? This way I'm collecting balances instead of just sending statements. I know a lot of offices love to send statements. It feels really great. We love to.
send it out, send it through the mail, make it feel like we're really moving the needle forward. But if we would just pick up the phone and call, I even tell some offices like we're going green, we're trying to save on paper and stamps, so we're collecting this. There's also a lot of companies like Mula, I really love Mula, and you can actually text the statement to your patient, which can help. But please, let's not lose the power of calling them, because calling and collecting payment can really, really help a lot. So making sure we have this where it's automated.
Kiera Dent (06:58.168)
Patients can pay online if we don't have that, that's going to be something that they really need to do. Like I said, Mula is coming in as one of my top companies for processing right now based on their fees and also the availability to send electronic statements to have it link into the patient ledger. I think they're doing a really great job. And then making sure we're actually tracking that entire scorecard of the AR on our Google Sheets or whatever you wanna do. But I like it color coordinated and then I like the doctor and the billing representative.
To meet together at the end of every month, we see how many first statements, how many collections we made, how many 60 day, how many 90 day, and then are there any that need to go to collections or do we need to figure out what to do with that account? I am not here for an advocate of whatever is right or wrong. You get to decide what's best for your practice, but we've got to have a way to follow up on this. And insurances should be receiving statements 15 to 30 days. Following up on them more consistently can actually help us get payments quicker. So making sure we're also sending clean claims.
So everything's attached, everything's put together. So we're not getting things back because we didn't do our part, making sure everything's being submitted on the first run, I really think can help it out. And so when offices do this, what's interesting is we've been able to actually pay for all of our consulting in very quickly because we've taught the office how to go and collect the money that is already in the accounts. And so, and it's crazy because I'm like, you already did the work, let's just collect the money. And so sometimes it is on sending statements, sometimes it's calling the patients, but it's crazy how just even.
connecting in with your patients really can help them realize that like we just have this money that's outstanding, let's get it paid. So right now I would figure out, can you get with Mula, can you have an automated system to be able to send out statements and then have someone who oversees AR and they follow up on it every single week. That's something we're really gonna need to make sure it's taken care of. I like Tuesdays and Thursdays for billing days, you do it whatever you need to do. Not the full day, usually a four hour chunk is probably pretty good for.
Most practices, every practice is different, but that would be a good one. And then step three, pretty simple, is we've got to review our AR metrics and take actions. So this is what I was talking about, the doctor and the billing representative meeting together, and we've got to monitor our 30, 60, 90, and over 90 days where we're at. So the zero to 30, 60 to 90, over 90, we've got to make sure, and what I like is of all of those accounts, we're never over one month's worth of collections. And so I try really hard to get that down.
Kiera Dent (09:16.868)
Over 90 should be less than 10 % of total AR. I even like it to be chipped down to like 5 % of that. So if you know the metrics that we need to do, we've got to be collecting. And if our team knows our goal is to collect in 30 days always, we get better at insurance verification, we get better at collecting, we get better at watching our AR, we get better at all these different things, then we truly have a system that works. And then making sure that it's in there so the doctor can take a look at it so you can see how many first statements, second statements, third statements, you can even make a
little dummy codes that you attach to each patient's ledger. So at the end of the month, you can actually run a report to see how many statements really went out of first, second, third. I don't go past three. I do not want it going past three. And if you call on the first one, usually we're not getting to a second one. We're setting up options. We have payment options if necessary that are external, not internal, that really, really can help you. for me, I would, if I was a dentist, I would have my billing meeting set up. I would expect my team to get through that entire AR list within a month.
I don't care how many accounts are on there. We might have some cleanup to do, but getting through that, and I have an office where we were able to take them from about a 65 % collection ratio. It was really drastic, all the way up to 98%, but we had to go back three years to clean it up. And there's a lot of them that we weren't able to collect them because we'd waited too long, but it was a process. I think we had about 10,000 accounts we had to go through, but this team was diligent. They were dedicated. It was hard, but we were able to actually make progress.
And it was so fun for them to actually build the system and for the doctors to understand and the team to understand and they'll never get into that position again. And so really going through these three steps, like I mentioned, of clear financial policies with our patients and collecting before they go back and also when we do time of service, we have a full follow-up system of how do we have it? How do we submit our statements? Do we call for it? How do we have this? And then we review it every single month with our doctor and billing.
a team member meeting, it's really gonna help you guys stay on track and be able to get this healthy AR. So the reality is we've got to enforce this. We've got to make sure that we're following up on it, that we're expecting to be at 98 % collection and that we actually go through with this because right now is the time like you've done the work, let's collect the money. And so if this is something that you are like, gosh, like Carrie, you're just speaking my language, reach out, DM us, I'm happy to show you some AR tactics that we've done for other practices, give you some resources and tips.
Kiera Dent (11:36.32)
or head on over to our website, TheDentalATeam.com and just book a call. And I'm happy to go through it with you and give you some, some complimentary value and practice assessment to see where you're at, the great things you're doing in areas that we can help out. This is what we're obsessed with doing. And Dental A Team does this. This is what we do for our practices. This is why we have the systems. This is why we have the systems for success for you. And I'd love to help you. So when, when you're ready and if you're ready to boost and master your AR and cashflow reach out, we're ready for you. And I'd love to help you, but truly commit to
being a master of AR and having that healthy cashflow, you're doing the work, get paid for the work you do. You deserve it. You're worth it. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.
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It’s not difficult to enter a practice and feel whether a team is synergistic and they love each other versus if they have animosity and do not get along. Kiera gives advice for spreading love to team members and patients, and establishing a culture of appreciation beyond Valentine’s Day.
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Transcript:
Kiera Dent (00:01.23)
Hello, Dental A Team listeners. This is Kiera and it is the season and the month of love. And honestly, Valentine's Day and February isn't just about hearts and chocolates. It's truly the perfect time to show appreciation to your team and patients if you desire. So today we're going to teach you some simple, impactful ways to spread love in your dental practice, because why not? One of my favorite quotes is to spread love like confetti. And I think in today's world and in Dental A Team's mission to positively impact the world of dentistry in the greatest way possible,
Why not spread love, spread kindness, spread joy to our team and our patients. So just wanted to give you guys a couple quick tips on how you're able to do that. You guys know that this is something that I'm really passionate. I'm really passionate about you loving your job, you loving your life, loving your patients, impacting your community and your team to ultimately live the most fulfilled and impactful life. Showing love and appreciation increases our morale in our practices. It increases retention and the overall practice culture where patients feel that love.
crazy because when I walk into an office when consulting, you can feel if a team is synergistic and they love each other versus if they're animosity and they do not get along with one another. And so really just something for you to highlight that people can feel the energy. And so let's spread that love in a quick action packed episode for you today on the season of love. So number one, step one is show love to your team. I do believe that it comes from when we
recognize and appreciate our team's hard work when we show that love to one another. That's really how we're able to highlight and enhance in some quick easy ways that I think are love appropriate within the workforce, our right personal thank you notes to each team member, maybe once a quarter, we we bust out the thank you cards and we write them. It's crazy how a little pen and paper can really make a big impact for people. You guys could also have like around Valentine's Day, maybe have a Valentine's Day themed lunch or treat where
We really do maybe exchange Valentine's Day gifts with one another, like go back to the time where we wrote Valentine's for one another. And also like we've talked about in other times of creating a shout out board where you can write kind notes to each other. I've seen offices where they just have a whiteboard there where people just write a quick note of like, here you crushed it today or Sarah, you crushed it today and we just leave it. And it's almost like our wall of love. And you can even create a wall of love where we just like stamp them up there or on shout out jars. We post those up there because again, showing love to one another.
Kiera Dent (02:25.7)
It creates a habit, creates a pattern. creates a way for us too of how we operate. And so just again, thinking of that. And so my suggestion for you is pick one of those ideas. Are we going to do thank you notes to one another? Are we going to have a lunch of a Valentine's themed? Are we going to get those little Valentine's boxes back out? Are we going to have a shout out board for one another? What are we going to do to implement kindness and love within our practice? And then step two is now we've done it to our teams. We've taken care of ourselves.
Now we're going to spread this to our patients. And so what can we do to show love to our patients? And what's crazy is when people feel loved, they're actually very bound. There's a retention piece. There's a loyalty piece because people feel that love and that genuine appreciation. And so little things for them that we can do of you can send heartfelt emails or text messages to patients. We could even have little hearts this month and write little love notes to our patients of how much we appreciate them. You could highlight one patient.
that you just every day to have them be the patient of the day. We could actually create a social media post highlight, make sure it's a HIPAA and you've got consents for it. A patient appreciation and highlight the patients to like why we really love them and why they love their smile. So lots of different ways where we can show them. But I think that intentionality, there's a book called Unreasonable Hospitality. And I loved in there where they had like this whole little like craft kit is how I imagine it. I've never been there.
But where they were allowed to, they really encouraged their team to create magic moments for their guests, for these people who would attend the restaurant. so having a way for your team to produce this unreasonable hospitality, if we know someone's having a baby or we know someone's getting married or we know someone's it's their birthday or like just having a little, like I said, a little craft station where we can do these things on an intentional basis every single day to really create magic and to spread love to our patients. It's crazy how just a small little intentional thing
I mean, I can't imagine it's never happened to me, but could you just imagine if your hygienist in your little goodie bag wrote you a handwritten note, like again, like a little heart or a little card, like, Kiera, I just really always look forward to when you come. You're one of my favorite patients. And I just want you to know how much I really appreciate you and do it without any expectation other than just giving the gift of love to this person. I think that this would actually really truly grow your practice, grow your,
Kiera Dent (04:47.136)
retention, grow your patient base. And then another idea is think about our online reviews. Yes, we respond to those reviews for Google Analytics and for different pieces. But what would it be like if you actually wrote a personalized letter to each person who left your view, thanking them for that review, or a personalized letter to each person who referred someone to your practice? It just seems crazy how this intentionality of personalization and creating magic for our patients and spreading the love.
really would be able to be something. I think in the month of February, it's a fun time for us to pick one patient focused, like idea where we can show them the love and implement it, whether before Valentine's day or after Valentine's day you choose, but really like how can we create this magic for our patients? And then step three is foster the culture beyond Valentine's day. Like how do we foster this culture of appreciation and love beyond? And I think a lot of the pieces for this were,
talking about things of creating the magic moments, creating the shout out boards, but maybe for this ideas are we start a monthly recognition program for team and patients. How can we recognize somebody every single month that really we just love and we want to like shower them with love, sprinkle them with the confetti of love. Maybe we also do positive feedback, like the shout out jars, the kudos jars, keep the board going of how much we love each other. Maybe these things like that. And what you can do is even like rotate. I like to have systems and cadences. So maybe it's.
Kiera's day is on Monday and Kiera goes and writes love notes to each team member every single Monday. Every Tuesday it's Britt's turn to do it. Every Wednesday is Tiff's turn to do it. But really like finding a way to have this where it becomes, yes it will be quote unquote forced at the beginning, but then becomes automatic in the longterm. We could also do quarterly patient appreciation events. So I've seen offices, one of my favorite offices that I've seen is they had donuts on the corner. offices like patients would be driving all the time for high school.
and they had donuts and they just like gave a little like, love our patients and they would do it. And people in the community knew about this all the time. I have an office where they're gonna start running promos of if your name is blank, come in and get free whitening. We love our patients. We love to have them smile bright and something like that where it's just fun things where we're showing appreciation, we're showing love, we're able to give back. These are ways that we're able to make this not just be about Valentine's Day and the month of love.
Kiera Dent (07:00.9)
But like I said, spreading love like confetti all year long. And so I would plan one appreciation initiative. So what we're gonna do this year of are we doing recognition for patients and team? Are we going to have a quarterly event? Are we gonna do donuts? But the goal is not to cost a lot of money, not to create more busy work for you, but to really be in the habit of adding love for our team and our patients. I feel like our world has become such a world.
where we've forgotten to be humans. We've forgotten to be, we've forgotten to love. We're so automated, we're so into AI and automations and doing and maximizing and optimizing that we've forgotten to just love. We've forgotten what our center is, what our core is, what it means to be a human being, not a human doing, but a human being, being intentional, being in that spirit to really create magic. So I think a good book is Unreasonable Hospitality.
to just think of how can we create magic and love moments more often, to have that be the culture and the feel. And I know families who have love, you can feel it when you walk into a home, relationships that are very centered on love. You can feel that when you're around them, why not make your practice a space where people feel loved, they feel accepted, they don't feel judged. They feel like they're special, but they're important. Everyone in this world is looking for that, whether big or small, they're looking for that. So like I said, we've got the three steps of number one, show love to our team.
Number two, spread love to our patients. And number three, have that culture of appreciation beyond just Valentine's Day in the month of February. This is how we're able to change the world. This is how we're able to create magic. This is how we're able to change people's lives just by coming to the dentist. And if we see that by, we're not just changing their smiles, we're changing them as a human. It's what we do in consulting. Yes, I'm here to talk to you about profitability and systems and consulting, but I believe in changing the human. I believe in impacting the soul.
I believe in having you have your dream life as team members and as owners to really give you the best life you can possibly have. And we do that through love. Love is the connector. Love is the bridge. Love is what makes us so happy. So I encourage you to truly like, if you're ready to spread love in the practices, like share, tag us. Like that would be my, my action for you is go spread love and tag the Dental A Team. Um, on Instagram, I would love to just have like it flooding of
Kiera Dent (09:22.358)
an initiative of all the podcast listeners. Let's just make it this month of love where we're tagging, we're spreading, we're saying hello. Can we add love into Facebook groups? Can we share this podcast with someone that we love? Where can we do that? And truly, this is a way that we're able to give back. if this is what you want and you want a team that's not just about systems, you want consulting that's not just about the dentistry. Yes, that's what we do, but it's more about being, it's more about intentionality, it's more about love.
reach out. This is what we do. when we are ready, we're ready for you. And so reach out [email protected] or just go click and book a call for a complimentary practice assessment for you and your team to just show you value and insights and help you. Because at the end of the day, the mission of Dental A Team's podcast and Dental A Team is from love. Loving my Midwestern students when I worked with them to give them resources to then loving our dental offices and loving them as people to give them the resources.
to change their lives, to change their communities and have this impact that goes far beyond our dental practice and our space. It blesses our families, it blesses our teams, it blesses our patients. And so really, that's what we're about. I'm so happy you're here. So go spread love like confetti. Know that I love you, that you're doing better than you think you are. Give yourself the grace, the kudos, make magic moments for those patients and let me know. And I cannot wait to see you guys. Tag me, DM me. This is where we're at. I would love to get Valentine's from you.
I love Valentine's, so send them out, spread them out, give those love bombs to people around you, inside and out, and so truly, this is the time. It's your time to spread love like confetti to change the world. And as always, thanks for listening, and I'll catch you next time on the Dental A Team podcast.
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Kiera talks about the power of ‘state of the company’ meetings, how to set them up, how to roll them out, and how to continue having them quarter after quarter.
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Transcript:
Kiera Dent (00:00.802)
Hello, Dental A Team listeners, this is Kiera. And today I just wanna ask you the question of does your team know where you're going and what you're trying to achieve as a practice? And if the answer is not absolutely 100 % yes, if you came into our practice, Kiera, and asked every person, then today this episode is for you. And it's something beautiful that we've just recently learned that I'm so excited to share with you to make your life easier, to get your team aligned, to get them all rolling in the same direction.
and I just tested it on my team and we're testing it with offices and the feedback has been outstanding of better team buy-in, more clarity and easier ability to row in the same direction. Dental A Team is here for you. We love to support you. Our mission is to positively impact the world of dentistry in the greatest way possible. And I'm so honored that you're here as part of our podcast family. All of our consultants, we work with you virtually or one-on-one, in person.
or on the screen, we make sure that you are thriving and that you are living your best self. It can be hard, it can be lonely, but it doesn't have to be. And that's what Dental A Team was created. And that's why we created the podcast was to give you tactical tips to make sure that your world is easier, more efficient, and that you're able to feel not alone, but supported in the world of dentistry. All right, so today we're gonna rock this out. This is something from Traction. You know that I'm a huge fan of Gina Wickman and I'm gonna break down three simple steps of the state of the company.
The state of the company is something to do after your quarterly meetings. So you go as a leadership team, you meet, you have a quarterly meeting. We do this with our clients. We work with this within our mastermind group. It's so fun. And I'm so excited to help people really deep dive on the businesses. I've done a lot of research over the years to make sure that I'm able to deliver the best of the best to you. So we meet with our leadership team. We work on our action items.
We're able to figure out what's the focus. What are our annual goals? What are our quarterly goals that we need to do? And the leadership team gets crystal crystal clear. We're able to have the uncomfortable conversations, solve the issues. That step one is you've got to have your annual meetings to make sure that you are then focused on where are we going? And then also breaking it down into our quarterly meetings. So step one of the state of the company, getting your whole team rowing in the correct vision is number one, leadership team needs to meet annually and quarterly to set the vision, to set the focus, to say where they're going.
Kiera Dent (02:13.454)
I love it to be leadership teams because I feel like that's where we can really get to the nitty gritty, the juicy. I have an office and they're truly remarkable and I absolutely love them. And what's really fun is the leadership teams able to come hash it out. What does hygiene want? What did dental assistants want? What does front office need? What did the doctors need? What does the practice need from all those different perspectives? And it's been amazing to watch them go from a $3.5 million practice up to a $6 million practice in one year.
by simply getting their leadership team aligned and then rolling this out to their departments. So step one is leadership team needs alignment annually and quarterly. Step two is now you prepare for what the team needs to hear and this is called the state of the company. The state of the company feels like I should have a top hat on and that I should be Abe Lincoln and it felt really funny to me. But really what it is is it's a snapshot of where is the company at? What has happened? Where are we at and where are we going? And it was crazy because as I was doing it, it's a one hour meeting with your team.
but you need to prepare for this. So that step two is prepare for the state of the company meeting. And on that, what we do is, like I said, where have we been, where are we going, and what do we need to do to change? What are updates on the company? Where are our goals? What were the quarterly rocks that we just set in traction terms that we then are going to be able to take to our team and deliver in a clear, concise manner? This is usually done by your office manager. Office managers prepare it, they put it together.
Doctors, you're going to be the one who presents it or whomever the lead of the team is ultimately. So for me and my company, I'm the one who gets to deliver the state of the company. So step one, leadership team needs to work together. They need to create the annual and the quarterly goals. Step two is office manager and doctor need to combine together to figure out what exactly are we needing to do to make this state of the company report there. We build it. Britt kudos to her on our team. She built it in the most beautiful format. So we had it at the top. We have it mapped out.
Here's where we were, here's where we're going. If there's a gap, so if it's Q1 and we're behind, what's the gap? What have we learned and why are we here? It was a really beautiful conversation between Britt and myself where we were able to really assess how did we get here? Why are we here? And what are we going to do moving forward? For me, I don't believe in failures, I believe in results. So what are the results and why did we get here? And what are we going to do to move forward and to learn from that? Step three is now hold your state of the company meeting. I plan and prep an hour with our team.
Kiera Dent (04:31.564)
We do it at the beginning of each quarter. So we roll it out to them. And what we do is we actually show, I share screened this document that Britt and I had put together. I go through it I really empower the team and I talk to the team, this is where we are. This is the nuts and bolts. These are the facts. This is what needs to happen in order for us to move forward. This is the reason that we're doing these goals. And it's really to me, the state of the company addresses more giving the why behind along with the tangibles of what needs to happen. So it's why did we get here?
Why are we wanting to implement for our company this year? It's marketing masters and AI innovation. We're adding that in because I believe if we look down the line dentistry is going to be shifting heavily. And so we need to be ahead of that. We need to be ahead of the curve. We need to see, we need to build different ways for people to be coming to our company. We need to be having a way to truly, if our mission is to reach out to all the dental practices, we've got to be building different funnels, different methods, different models from what we've been doing and be ahead of that.
but me educating my team and teaching them, this is why we're doing it. Now the team has what I call the lock and loaded buy-in because now they're clear. And I had no clue how this would land. We ran it for an hour, gave them all the information. had it prepped. We asked them for questions. And then I actually wasn't there the next day. And Britt actually asked the team for feedback of, you want this every quarter? Do you not? And it has been an outstanding resounding. We loved that. And it's been so interesting to hear throughout the week, throughout the trickling.
of Kiera, feel so much more clear. Kiera, I feel like I understand where we're going. Kiera, I'm so grateful that you took the time. It was broken down in such simple steps for us. And what was great for me as a leader was I was able actually to do a deep dive on my practice, my business to see what were the strengths, what were the weaknesses, why did I get here? Ask the hard questions and for Britt and I to align and then lock and load our team in the synergy and the energy of having a team drive this forward for you is there.
Teams often just need clarity. They need to understand the why. They need to understand why are we doing this? Where are we going and what is the purpose of this? And then like I said, they lock and load and they're rock solid with you executing, taking ownership. I have seen teams that do this, elevate the ownership, elevate the clarity, elevate the synergy of them all rolling together. So my question is, do you want a team that's rolling together with ease, efficiency and effectiveness? The state of the company, the quarterly address.
Kiera Dent (06:51.916)
is something that I would strongly recommend with these three points to add into your practice. Feel free, I'm happy to share a sample of what we've done so that way you can see it so you can kick it off to share it with your team. Like I said, we pulled this from Gina Wickman Traction and built it up Dental A Team's version of how we wanted to do this, giving you the resources because my goal is to make dentistry easy, to make running a practice easy, to make it to where this isn't hard for you because really running a practice can be easy. Being a profitable dentist can be easy.
being fulfilled and not having to do it all can be a reality. Having a team that rallies and is so incredibly accountable can be a reality. And that's what Dental A Team does. So if that's of interest for you, reach out, [email protected] We do a one hour free practice assessment for you, where I literally deep dive with you, your practice, where you're at, some of these huge hits that need to happen in order for your practice to flourish and for you to have the life that you're wanting. So reach out, [email protected]
You'll get a ton of value. You'll be able to have clarity of where your practice goes. And if we're a great fit for you, I'd love to work with you as always. Thanks for listening and I'll catch you next time on the Dental A Team Podcast.
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