The "Partner" Phase 🤝 Most practices don't need a $150k/year full-time COO, but they do need executive-level leadership. I step in as your Fractional Operations Partner to manage the business side so you can stay focused on the clinical side.
Pricing: $2,500/mo (Retainer)
What’s Included:
Weekly or Bi-weekly Leadership Meetings.
KPI Tracking & Financial Oversight.
Conflict Resolution and Team Alignment.
Strategic Growth Planning and Implementation.
The mandatory entry point for all new partnerships. We do not guess; we look at the data.
Before we build, we must assess. The Practice Health Audit is a 360-degree deep dive into your clinical flow, financial health, and team dynamics. We analyze your KPIs to identify the exact friction points that are capping your growth and draining your energy.
• What We Uncover: Hidden revenue leaks, hygiene utilization gaps, and inefficiencies in your high-value case presentation (All-on-4) workflows.
• The Deliverable: A comprehensive Profit Recovery Roadmap outlining your top three operational vulnerabilities and the exact steps needed to fix them.
• Timeline: 48-hour turnaround from data submission.
• Investment: $750 (One-Time)
Most dental practices operate on "muscle memory." Your team knows what to do because they have done it before, not because it is documented. This works until someone gets sick, a key employee leaves, or you decide to scale. When your workflow relies on "habits," your practice lacks structure, creating stress and revenue leaks.
I build repeatable, scalable systems that ensure clinical consistency and business predictability across the board. Using my 21 years of operational experience—including managing teams of 30+ and coordinating complex All-on-4 surgical workflows—I design and implement the exact frameworks your office needs.
What’s Included:
• Custom SOP Development: I don’t offer generic advice. I document the unique DNA of your practice, creating clear, personalized Standard Operating Procedures for every role and function, from the front desk to the operatory.
• Billing & Collections Optimization: I analyze your Revenue Cycle Management (RCM) to eliminate bottlenecks, ensuring insurance claims are submitted promptly and patient aging reports are kept under tight control.
• Patient Acquisition & Retention Systems: I build frameworks that convert new leads and keep existing patients engaged, maximizing case acceptance—especially for high-ticket procedures like All-on-4 dentures.
• New Hire Onboarding Frameworks: Scale your team with confidence. I create structured, predictable onboarding systems that get new employees trained and contributing to the practice faster, reducing operational drag.
You cannot be a full-time clinician and a full-time operations executive. In this phase, I act as your operational right hand on a monthly retainer. I manage the business infrastructure so you can reclaim your role as the CEO and Clinical Director.
• Executive Oversight: Active KPI management, vendor negotiation, and strict overhead control.
• Team Leadership: Weekly leadership syncs, staff accountability management, and performance reviews.
• The Result: The profitability and systems of a corporate DSO, while you maintain 100% independent ownership and clinical autonomy.
• Investment: Custom Monthly Retainer
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