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Blueprint for Success

The Practice Management Plan for Practice Growth and Financial Stability

Program Overview: Dentists are judged by everything but their quality of care. With today’s patients ‘working’ the internet, building relationships with patients has never been more important. Building a referral practice is still the goal, just the methods are changing. This Program provides the essential management and communication tools needed in the 5 key areas to build and grow a practice.

Promised Outcomes: This program is a compilation of Jenny’s four full-day Programs. The program is designed to address the main issues, problems and needs in each of the 5 key practice management areas. This is a practical and proven roadmap to create a solid management plan for your practice.

Grow your Practice

1. Would your website excite you as a visitor? A checklist to capture potential patients’ immediate interest
2. Social media, on line reputation and all things internet. Be pro-active and consistently address.
3. Discover your lost practice within your practice…a much overlooked resource

Communicate Financially with Your Patients – The Pro-active Approach

1. Understand why it’s harder to collect payment from insurance than non-insurance patients!
2. Financial Agreements- 10 essential financial/management tools to increase cash flow
3. Learn to love financial objections!
4. A master list of Dos and Don’ts of financial communication

Welcome to Our Practice – Exceeding the New Patients’ Expectations

1. 10 step plan to make your Telephone your most effective practice building tool
2. Perception is everything-how your reception room, initial welcome and facility impacts the new patient
3. Meeting the Doctor-from ‘hello to yes’

Scheduling By Design

1. Provide patients with a Reconfirmation Service which doesn’t invite Cancel Short Notice!
2. Reduce No Shows – understanding what causes patients not to show
3. Late patients are late – because they’re allowed to be! Guidelines to take back the control
4. Emergency patients – 7 guidelines to increase customer service while controlling your day!
5. Practical approaches to solve some of your major scheduling issues in a stress-free manner

Manage the Team for Harmony

1. Organize positive staff meetings which result in “things getting done”
2. Design win-win Performance Reviews for deliver results
3. Increase Team communication to build morale


Don’t take our word for it – here’s what our clients say:

Betty Curtis, Practice Manager

Maine Dental Association

The seminar was fantastic, you more than delivered to expectations. This was by far the most helpful training I have ever had. I’ve already begun to implement many of your suggestions. Thanks again!