The document discusses various challenges that dentists may face at different stages of their career or practice. It identifies issues such as staff problems, financial struggles, branding confusion, transition difficulties, and lack of systems in both existing practices and start-ups. The dentist is often stressed, frustrated, overwhelmed or unsure of how to address these situations. Advice or assistance is needed to help motivate teams, implement solutions, and make major practice decisions.
13. EXISTING PRACTICES
Profit Problems: Dentist is Tired/Motivated by Need
Too many write-offs
Too many schedule openings
Tuesday, April 23, 13
14. EXISTING PRACTICES
Profit Problems: Dentist is Tired/Motivated by Need
Too many write-offs
Too many schedule openings
Poor treatment acceptance
Tuesday, April 23, 13
15. EXISTING PRACTICES
Profit Problems: Dentist is Tired/Motivated by Need
Too many write-offs
Too many schedule openings
Poor treatment acceptance
Working “too” hard
Tuesday, April 23, 13
16. EXISTING PRACTICES
Profit Problems: Dentist is Tired/Motivated by Need
Too many write-offs
Too many schedule openings
Poor treatment acceptance
Working “too” hard
Lack of new patients
Tuesday, April 23, 13
18. EXISTING PRACTICES
Minor Issues and Major Decisions: Dentist is Irritated
and At Times Confused but Motivated
Tuesday, April 23, 13
19. EXISTING PRACTICES
Minor Issues and Major Decisions: Dentist is Irritated
and At Times Confused but Motivated
Underperforming hygienists
Tuesday, April 23, 13
20. EXISTING PRACTICES
Minor Issues and Major Decisions: Dentist is Irritated
and At Times Confused but Motivated
Underperforming hygienists
Disorganization at the front
Tuesday, April 23, 13
21. EXISTING PRACTICES
Minor Issues and Major Decisions: Dentist is Irritated
and At Times Confused but Motivated
Underperforming hygienists
Disorganization at the front
Team member resisting change
Tuesday, April 23, 13
22. EXISTING PRACTICES
Minor Issues and Major Decisions: Dentist is Irritated
and At Times Confused but Motivated
Underperforming hygienists
Disorganization at the front
Team member resisting change
Performance review assistance
Tuesday, April 23, 13
23. EXISTING PRACTICES
Minor Issues and Major Decisions: Dentist is Irritated
and At Times Confused but Motivated
Underperforming hygienists
Disorganization at the front
Team member resisting change
Performance review assistance
Making team member changes
Tuesday, April 23, 13
24. EXISTING PRACTICES
Minor Issues and Major Decisions: Dentist is Irritated
and At Times Confused but Motivated
Underperforming hygienists
Disorganization at the front
Team member resisting change
Performance review assistance
Making team member changes
Adding/Retracting PPO plans
Tuesday, April 23, 13
27. START-UP PRACTICES
Doctor is Stressed, Overwhelmed, and Pressured to
Move Forward
Unclear Brand/Brand Ideas: Dentist Overwhelmed
Tuesday, April 23, 13
28. START-UP PRACTICES
Doctor is Stressed, Overwhelmed, and Pressured to
Move Forward
Unclear Brand/Brand Ideas: Dentist Overwhelmed
Vague Future Vision
Tuesday, April 23, 13
29. START-UP PRACTICES
Doctor is Stressed, Overwhelmed, and Pressured to
Move Forward
Unclear Brand/Brand Ideas: Dentist Overwhelmed
Vague Future Vision
Disjointed Identity (Website, Logo, Interior
Design, etc.)
Tuesday, April 23, 13
30. START-UP PRACTICES
Doctor is Stressed, Overwhelmed, and Pressured to
Move Forward
Unclear Brand/Brand Ideas: Dentist Overwhelmed
Vague Future Vision
Disjointed Identity (Website, Logo, Interior
Design, etc.)
Lack of Branding Language
Tuesday, April 23, 13
31. START-UP PRACTICES
Doctor is Stressed, Overwhelmed, and Pressured to
Move Forward
Unclear Brand/Brand Ideas: Dentist Overwhelmed
Vague Future Vision
Disjointed Identity (Website, Logo, Interior
Design, etc.)
Lack of Branding Language
Untrained Team or Wrong Team/Lack of
Branding Experience for Patients
Tuesday, April 23, 13
35. START-UP PRACTICES
Financial and Insurance Decisions: Dentist Confused
Deciding In-Network/Out of Network
Negotiating Fees with PPO Insurances
Tuesday, April 23, 13
36. START-UP PRACTICES
Financial and Insurance Decisions: Dentist Confused
Deciding In-Network/Out of Network
Negotiating Fees with PPO Insurances
Training the Team to Communicate Out of
Network Status
Tuesday, April 23, 13
37. START-UP PRACTICES
Financial and Insurance Decisions: Dentist Confused
Deciding In-Network/Out of Network
Negotiating Fees with PPO Insurances
Training the Team to Communicate Out of
Network Status
Creating Office Policy for Collections
Tuesday, April 23, 13
38. START-UP PRACTICES
Financial and Insurance Decisions: Dentist Confused
Deciding In-Network/Out of Network
Negotiating Fees with PPO Insurances
Training the Team to Communicate Out of
Network Status
Creating Office Policy for Collections
Developing Team Treatment Acceptance
Tuesday, April 23, 13
41. START-UP PRACTICES
Developing Office Systems and Measurements:
Dentist is Stressed/Pressured
Preparations for Opening Day
Tuesday, April 23, 13
42. START-UP PRACTICES
Developing Office Systems and Measurements:
Dentist is Stressed/Pressured
Preparations for Opening Day
Creating and Implementing Office Policy Manual
Tuesday, April 23, 13
43. START-UP PRACTICES
Developing Office Systems and Measurements:
Dentist is Stressed/Pressured
Preparations for Opening Day
Creating and Implementing Office Policy Manual
Developing Scheduling System
Tuesday, April 23, 13
44. START-UP PRACTICES
Developing Office Systems and Measurements:
Dentist is Stressed/Pressured
Preparations for Opening Day
Creating and Implementing Office Policy Manual
Developing Scheduling System
Converting New Patient Phone Calls/Tracking
Marketing Sources
Tuesday, April 23, 13
45. START-UP PRACTICES
Developing Office Systems and Measurements:
Dentist is Stressed/Pressured
Preparations for Opening Day
Creating and Implementing Office Policy Manual
Developing Scheduling System
Converting New Patient Phone Calls/Tracking
Marketing Sources
Creating Job Descriptions and Implementing
Accountability Meetings
Tuesday, April 23, 13
46. TRANSITION PRACTICES
Two Sides: Buying and Selling
Buying (Personal Goal: Help Prior to Purchase)
Dentist Feels Frustrated or Remorseful:
Uncooperative Team
Unproductive Systems
Hesitant Patients
Feeling “Stuck” Between Old and New
Tuesday, April 23, 13
50. TRANSITION PRACTICES
Selling (Personal Goal: Help 1+ Years Prior to Sale)
Dentist Feels Shocked, Discouraged, Motivated:
Undervalued Practice
Tuesday, April 23, 13
51. TRANSITION PRACTICES
Selling (Personal Goal: Help 1+ Years Prior to Sale)
Dentist Feels Shocked, Discouraged, Motivated:
Undervalued Practice
Resistant/Apprehensive Team
Tuesday, April 23, 13
52. TRANSITION PRACTICES
Selling (Personal Goal: Help 1+ Years Prior to Sale)
Dentist Feels Shocked, Discouraged, Motivated:
Undervalued Practice
Resistant/Apprehensive Team
Systems Are Not Implemented or Are Failing
Tuesday, April 23, 13
53. TRANSITION PRACTICES
Selling (Personal Goal: Help 1+ Years Prior to Sale)
Dentist Feels Shocked, Discouraged, Motivated:
Undervalued Practice
Resistant/Apprehensive Team
Systems Are Not Implemented or Are Failing
Pressure to Somehow Increase Practice Value
Tuesday, April 23, 13
57. TRANSITION PRACTICES
Buying: The Dentist Needs
Preparation for What Lies Ahead
An Outside Opinion - Is This the Right Choice?
Tuesday, April 23, 13
58. TRANSITION PRACTICES
Buying: The Dentist Needs
Preparation for What Lies Ahead
An Outside Opinion - Is This the Right Choice?
Assistance With Implementing Change
Tuesday, April 23, 13
59. TRANSITION PRACTICES
Buying: The Dentist Needs
Preparation for What Lies Ahead
An Outside Opinion - Is This the Right Choice?
Assistance With Implementing Change
Selling: The Dentist Needs
Tuesday, April 23, 13
60. TRANSITION PRACTICES
Buying: The Dentist Needs
Preparation for What Lies Ahead
An Outside Opinion - Is This the Right Choice?
Assistance With Implementing Change
Selling: The Dentist Needs
Assistance With Preparing the Team
Tuesday, April 23, 13
61. TRANSITION PRACTICES
Buying: The Dentist Needs
Preparation for What Lies Ahead
An Outside Opinion - Is This the Right Choice?
Assistance With Implementing Change
Selling: The Dentist Needs
Assistance With Preparing the Team
Preparation for “Staging” the Practice for a Sale
Tuesday, April 23, 13