Consulting Phases

My Process to Understand The Vision of the Practice!

  • Data Collection
  • Analysis
  • Goal Setting
  • Planning
  • Implementation
  • Monitoring
  • Maintenance
  • Marketing Analysis

Prior to the initial office visit, I gather specific data that helps me understand the numbers and the vision of the practice; data is verified once I am on site. I spend approximately six to eight hours preparing for the first visit. I study the practice before my first visit. Furthermore, I also talk to each staff member with the intention of better understanding their knowledge and impression, strengths and weaknesses of the practice. DDS Consultants value staff members’ opinions and confidentiality. The information I gather allows me to create a customized treatment plan geared toward the practice's success.


  • Verbal skills
  • Creation of any needed in office forms
  • Chairside Tracker to measure patient’s leaving complete, open time, retention, production and hourly production
  • Custom Master Yearly Tracker (complete overview of all critical practice stats and comparisons to previous year stats)
  • Morning Huddles implementation
  • Computer accuracy and data entry training
  • Case Management strategies
  • Continuing Care strategies
  • Accounts Receivable (including billing) strategies
  • New Patient Experience
  • Scheduling Strategies, etc.
  • Fee Analysis
  • Office Manual
  • Job Descriptions
  • Custom team evaluations
  • Overhead Analysis and planning
  • Marketing (internal and external)
  • Training for effective team meetings

Goal Setting

To set attainable goals for achieving success in the practice.


To target areas of the practice that require attention to achieve success, and outline strategies and procedures to be established in these areas.


To work closely with the practice to implement strategies intended to generate and maintain ongoing success


To establish a system of reporting and checking that will regularly reveal whether each implemented strategy's continued success has been maintained or is requiring attention.


To provide periodic consulting follow-up to introduce advanced concepts and strategies, review established procedures, and resolve new issues that may arise.

Marketing Analysis

To outline all marketing efforts, evaluate the cost of marketing, develop goals of money spent, and provide the practice with an idea as to the cost per new patient of the marketing efforts. This includes analysis of both internal and external marketing efforts.

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