Dental Consulting Coaching Programs

Business Operations Consulting Coaching Program

McKenzie Management's most sought after Consulting Coaching Program focuses on the Business Operations of your practice. It can be structured in two different ways to meet your individual practice needs and professional desires, the One-Year Business Operations Program or the Six-Month Business Operations Program.

Both Programs provide you with an analysis of your Business Operational Systems listed below. In addition, our success-proven methodologies will provide you with evidence-based findings, identifying strengths, weaknesses and opportunities for improvement of each system. We will develop a customized Strategic Action Plan for you and your team, and provide implementation training to begin the plan and follow-up support to keep you on track. Each segment of your practice, included in our program, will be analyzed for maximum efficiency, quality, productivity, and customer service. We will not only advise you on your present situation, but also on the future growth of your practice. Continuing monthly support is available for you and your team. Monthly payment options are available, upon approval.

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  • Revenue & Production
  • Posting Charges & Payments
  • Verification of Charges & Payments
  • Collection Rate
  • Over the Counter Collection
  • Production & Collection Goals
  • Practice Growth - Present & Future
  • Scheduling
  • Time Increments/Treatment Rooms
  • Protocol
  • Clinical to Business Communication
  • Treatment Plans
  • Confirmations
  • Patient Waiting Time
  • Daily Schedule
  • Service Mix Ratios
  • Production Per Hour Analysis
  • Open Appointment Time
  • Filling Open Appointment Time
  • Unscheduled Time Units
  • Scripting for Appointment Control
  • Emergency Time
  • Patient Retention
  • Recall System
  • Accountability
  • Correspondence
  • Follow-up
  • Scripting
  • Broken Appointments
  • Confirmation
  • Goals and Monitoring
  • Telephone Monitoring
  • Business Overhead/Profitability
  • Payroll
  • Payroll Taxes and Benefits
  • Facility
  • Lab
  • Supplies
  • Miscellaneous
  • Accounting Methods
  • Profit and Loss Review
  • Accounts Receivable
  • Accounts Receivable
  • Aging
  • Credit Balances
  • Insurance Receivables
  • Team Management
  • Policy Manual Review
  • Work Schedule
  • Personnel Files
  • Employee Reviews
  • Discipline System
  • Employee Compensation
  • Wage Review
  • Hiring / Interviewing
  • Leadership
  • Job Descriptions
  • Business Team
  • Adequate Business Staffing
  • Areas of Accountability
  • Performance Measurements
  • Communications Intra-Office
  • Team Assessments
  • Temperament Testing
  • Surveys
  • Daily Meetings
  • Monthly Meetings
  • Meeting Agendas
  • Communication Tools
  • Computer Software/Terminals
  • Routing Slips
  • Software Knowledge
  • Telephone Greeting
  • Telephone Lines
  • Telephone Features
  • After Hours
  • Telephone Scripting
  • Financial Arrangements
  • Presentation Scripting
  • Payment Options
  • New Patients
  • Business Office Design
  • Work Stations
  • Equipment Location
  • Business Team Positioning
  • Fee Schedule Review by Zip Code
  • Insurance Handling
  • Insurance Processing
  • Insurance Payments
  • Pre-estimates
  • Outstanding Claims
  • Patient Communication
  • Insurance Elimination
  • Treatment Acceptance
  • Planning
  • Goals and Monitoring
  • Scripts
  • Hygiene Department
  • Appointment Potential
  • Appointment Actual
  • Appointment Openings
  • Lost Production
  • Compensation to Production
  • Radiograph Production
  • Hygiene to Practice Production
  • Hygiene Production Measurements
  • Hygiene Goals
  • Hygiene Availability / Week
  • Scheduling
  • Marketing
  • Demographics
  • Practice Hours
  • New Patient Availability
  • Welcome Package
  • Referral Tracking
  • Signage
  • Brochure
  • Community Projects
  • Internal Marketing
  • Web Site
  • SEO
  • Social Media
  • Direct Mail
  • Patient Communications
  • Patient Survey
  • Billing/Account Collections
  • Billing Protocol
  • Delinquent Calls/Messages
  • Patient Arrival and Dismissal
  • Greeting
  • Patient Transfer to Business
  • Clinical Notes
  • Next Appointment Communication
  • Arrival Communication
  • Receipt of Services
  • Patient Base
  • Active Patients
  • Inactive Patients
  • New Patients
  • Emergency Patients
  • Patient Records
  • Patient Record Auditing
  • New Patients
  • Initial Phone Call
  • Tracking
  • Role Playing
  • Scheduling
  • New Patient Interview
  • Treatment Protocol
  • Converting Emergencies
  • Patient Registration Documents
  • Emergency Records

Additional Program Features

  • Practice Improvement Strategic Action Plan identified by accountable employee
  • Team development of Practice Vision
  • Customized daily and monthly Meeting Agenda with practice goals
  • Customized Implementation Training Manual by System
  • Recorded Telephone Evaluations - An experienced professional mystery patient will call your office for the purpose of evaluating the new patient experience, phone etiquette, hold times, sales ability, customer service and ease of scheduling first available appointments. You will receive a written report and a recording of the calls within 48 to 72 hours of the call. Three telephone calls are made over a two-week period during different days and time of day to provide a more overall assessment.
  • Demographic Community Overview Report consisting of 8 zip codes including: Competition – dentist to population is examined; Demographics – population, projected population, median age, median income, income by percentage, households, age by percentage, per capita income, average disposable income, product purchase categories: Psychographics (Lifestyles); Maps; Charts and Graphs; Data Tables – ratio of dentists to population, owner vs. renter, historical growth, major employer's, property values; analysis report of entire data.
  • Business Job Descriptions, areas of accountability and performance measurements
  • Leadership Coaching post-consult support telephone calls (3) to enhance Doctor's strengths as a leader and to lead the team through the implementation phase.
  • Team Training, Support and Follow up.
  • Continuing Education Credits AGD/PACE

Program Benefits

  • We come to you. Our analysis and implementation training are performed in your office.
  • Our Typical clients average an increase in revenues of 25-35% within 60-90 days.
  • We offer affordable monthly payments.
  • There is no loss of production during the analysis process.
  • The recommended Action Plan is customized to meet your objectives and achieve your vision.

Support Materials
The following educational books are provided with the One-Year Business Operations Program.

How to Hire the Best Dental Employee
A complete guide to help dentists in hiring new employees. Chapters include: developing a job description, advertising, reviewing the resumes, initial telephone screening, the interview process, the application form, asking the right questions, testing applicants, and checking references.

The manual includes ads that generate responses, a ready-to-use application form, over 100 questions designed specifically for business, hygiene, and clinical assistant positions, as well as competency tests.

How Personality Styles Affect Practice Success
Problems in dental offices are caused by a breakdown in communications due to different personality styles. Understanding your employees' personality traits can help to better match your staff with the work they are likely to do best.

Based on the Myers Briggs Temperament Type, each job position in dentistry, business, clinical and hygiene is matched with the best temperament type suited for the position. Dentists will learn how their personality affects their ability to successfully manage the business and its employees. Included is the book ,"Please Understand Me" that provides the personality test and scoring form.

Performance Measurements for the Dental Team
Rating employee performance is a dreaded task for most dentists. Now it will be easier for you using objective performance measurements that are specifically designed for the dental practice. These extensive, ready-to-use appraisal forms help you measure an employee's performance based on:

  • Job description
  • Job performance
  • Productivity, innovation
  • Work ethics
  • Cooperation

Performance Measurements includes an extensive workbook with copy-ready appraisal forms and measurement graphs to use for each employee. In addition, the CD-ROM allows you to generate electronic reports on your computer and/or e-mail them to staff members. You will learn: how to determine the number of employees needed for a successful practice, how to design results-oriented job descriptions for all business and clinical staff, use performance charting to objectively measure your employees, and make sound hiring and firing decisions.

How to Reward Your Dental Team
Learn when and how to reward your staff. Understand why saying "thanks" can mean more than dangling a financial carrot. This book is full of checklists and questionnaires to help you determine what rewards are best suited for each of your team members. You will understand when to use non-financial versus financial rewards, when to use group versus individual rewards, plus how important it is to set performance goals so you know when to give a reward. You will learn the difference between rewarding employees for outstanding performance versus paying them a bonus for simply doing their job.

For more information on McKenzie Management's Business Operations Consulting/Coaching Program call 877.777.6151 or email

Client Comment: "In the four months since we started with McKenzie Management, we have experienced major improvements in the business of our practice. For the first time in years, we anticipate true profit. We now see staff overheads less than 22% and Production/Collection at or above records. Our team is happier knowing how to control all the numbers and I am happier because I have solid ways to measure each staff member's contribution. The cost has been more than paid for already." Robert M. Giswold, DDS, Langley, WA

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