The Practice Guide › Practice Operations
Track 5Owning a practice and running one well are different skills. This track is the second one, the systems that decide whether the practice runs you or the other way around.
The core systems every practice needs documented, a morning huddle format that actually covers what matters, patient flow from first call to checkout, handoffs between front and back office, and building an office manual people actually use.
Coming soonScheduling to hit production goals rather than just filling slots, block scheduling for high-value procedures, managing cancellations and no-shows, and running the hygiene recall engine properly.
Coming soonWhy treatment plans actually get declined (usually not price), presenting treatment without sounding like a salesperson, who should have the financial conversation and how, third-party financing options, and tracking acceptance rate over time.
Coming soonIn-network vs. out-of-network strategy, the actual math on whether to drop a PPO plan, fee schedule analysis and annual increases, the credentialing process and timeline, reducing claim denials, and a collections process that doesn't alienate patients.
Coming soonThe P&L every owner should read monthly, overhead benchmarks by category and what ‘normal’ actually means, cash flow management, owner compensation strategy, entity structure basics, and working with a dental-specific CPA.
Coming soonOSHA requirements and annual training obligations, HIPAA compliance in practice rather than just the poster on the wall, infection control protocols and documentation, state dental board requirements, radiation safety certification, employment law basics, and records retention.
Coming soonGoogle Business Profile as the highest-ROI free lever available, getting reviews ethically and handling bad ones, website essentials, local SEO fundamentals, realistic paid advertising budgets and expectations, internal referrals and reactivation, and measuring what actually works.
Coming soonChapters are being written and published on an ongoing basis. Get on the email list to know when new ones go live, or start with another track from the main guide.
Educational content only, not legal, financial, tax, or clinical advice. Requirements vary by state and change over time. Consult qualified professionals for your specific situation.