Core À La Carte Services
We offer a flexible, à la carte structure to our consulting services, ensuring affordability and a focus on what matters most to you right now.
No commitments. No fluff. Just a strategy that drives profit.
Flat-fee remote audit of billing, scheduling, production reports with 1-hour debrief call.
30-minute consults for operational, HR, workflow, or billing issues.
Investigate suspicious activity and internal theft risk.
Pre-sale valuation and post-sale transition planning.
Review financials, optimize metrics, and prepare for valuation.
Review billing, production, and scheduling to find lost income.
Build visual dashboards and reporting systems for performance tracking.
Audit and improve per-hour profitability and room turnover.
Assess and restructure team roles for maximum output.
System to manage outstanding balances and reduce aged receivables.
Feasibility and setup planning to expand services or locations.
Training to improve treatment acceptance and case size.
Ensure sterilization systems meet provincial and college standards.
Review documentation and systems to align with current regulations.
Targeted training sessions for specific departments.
Training and scripting to close more cases confidently.
Design, script, and track the ideal patient experience from first contact
Audit and improve review systems and recall reactivation
Analyze and reduce cancellations with proven methods
Review clinical notes for diagnostic and coding consistency
Update forms for compliance and strategic upselling opportunities
Deep-dive into recall, perio, and hygiene production
Build HR structure, audit contracts, and reduce legal exposure
ROI-driven guidance on where to market and how
Create internal systems to encourage patient referrals
Audit web presence, Google Business, and review strategy
We review and renegotiate supplier, lab, internet, and phone contracts to save you thousands
Customized Excel/Google dashboard with daily, weekly, and monthly metrics
Quick reporting tool for revenue, A/R, new patients, cancellations, and more
Measure profit per chair per hour and identify leaks
Province-compliant, editable templates for your team
Role-specific job outlines with performance metrics
Includes policies on time off, social media, harassment, and more
Assess risk exposure, contracts, roles, and standards compliance
Flyers, staff scripts, and a tracker to boost internal referrals
Track conversion and ROI of every ad and marketing effort
10 captions, 10 post ideas, and 5 Canva templates
Optimize Google Business Profile, reviews, and online footprint
Editable templates for top 10 dental procedures
Rebuild medical history, financial, and consent forms to drive compliance and production
Checklist review of sterilization, compliance, and gaps
Chart audit to ensure diagnosis and planning consistency
Answering phones, handling objections, and financial scripts
Includes training guides, objection handling, and upsell phrasing
Proven phrases to ethically increase treatment acceptance
Includes policies, scripts, HR basics, and workflows.
For overwhelmed owners. Full set of tools, trackers, and staff training
Role-specific binder with onboarding checklist, expectations, and schedule
Review setup, usage, and workflow gaps in your existing Practice Management Software
Visualize and optimize how patients and data move through your digital tools
Create actionable reports and dashboards inside your PMS or connected tools
Set up automated forms and sync with your EMR/CRM systems
Automate confirmations, follow-ups, and recalls via your system
Customized sessions for team members on using your tech efficiently
Evaluate your current software ecosystem and suggest upgrades or integrations
Help you choose and onboard the right systems based on your goals
Strategic plan to transition from paper-heavy or outdated processes
Ensure your tools and workflows meet data security and privacy standards
