Services
Let's figure outwhat's happening —and what to do about it.
Five services for independent practices, DSOs and dental groups. Two are ongoing leadership relationships; three can be purchased as standalone, project-based engagements. Start wherever makes sense — you don't have to know which one you need before you contact us.
01 · Lead
Fractional Chief Revenue Officer
Ongoing engagementEmbedded executive oversight for dental groups and DSOs. Revenue strategy, accountability, risk monitoring, and cross-functional operational leadership.
Request a QuoteWhat it includes
- Executive-level revenue strategy and ongoing oversight
- Revenue cycle performance monitoring and KPI development
- Identification of upstream revenue leakage and financial exposure
- Cross-functional workflow and operational risk evaluation
- Staff and third-party billing vendor accountability
- SOP standardization and internal control oversight
- Executive reporting, leadership meetings, and corrective-action tracking
- Strategic guidance to strengthen revenue performance across locations
02 · Advise
Strategic Revenue Advisory
Ongoing engagementIndependent revenue intelligence, operational risk analysis, and executive guidance without taking responsibility for day-to-day management.
Request a QuoteWhat it includes
- Independent revenue cycle performance reviews
- Identification of operational risks and financial vulnerabilities
- Evaluation of existing revenue workflows and internal controls
- Insurance adjustment, denial, and claims trend analysis
- Third-party billing vendor performance assessments
- Executive consultation and strategic recommendations
- Prioritized corrective-action guidance
- Periodic revenue risk and performance reporting
Two separate engagements
You don't need another report sitting in a folder.
The assessment diagnoses. Implementation fixes. They're scoped separately, so implementation covers only what the findings call for.
03 · Diagnose
Revenue Protection Assessment
Project-basedA structured examination of upstream workflows, documentation, insurance processes, and oversight to identify where revenue is exposed.
Request a QuoteWhat it includes
- Structured evaluation of the complete revenue lifecycle
- Review of patient intake and demographic data integrity
- Insurance verification and benefit interpretation workflow assessment
- Clinical documentation and coding process evaluation
- Claim submission, denial, and payment posting analysis
- Adjustment, refund, and write-off control reviews
- Identification of employee dependencies and accountability gaps
- Written findings with prioritized revenue protection recommendations
04 · Implement
Controls Implementation
Project-basedTurn assessment findings into functioning SOPs, accountability structures, workflow controls, and measurable improvements.
Request a QuoteWhat it includes
- Development and refinement of standard operating procedures (SOPs)
- Implementation of revenue protection checkpoints
- Workflow redesign to address identified operational failures
- Staff responsibility and accountability mapping
- Internal controls for adjustments, refunds, and payment posting
- Exception reporting and escalation procedures
- Implementation guidance and team workflow training
- Follow-up monitoring to evaluate control effectiveness
05 · Intelligence
Research & Strategic Intelligence
Project-basedTargeted research, vendor comparisons, funding opportunities, and decision-ready intelligence for dental and healthcare organizations.
Request a QuoteWhat it includes
- Dental industry and revenue cycle management research
- Insurance carrier policy and reimbursement analysis
- Practice management software and vendor comparisons
- Operational and financial risk research
- Regulatory and healthcare policy research
- Federal contracting and healthcare procurement intelligence
- Market trends and emerging technology evaluations
- Written research briefs, findings, and decision-support recommendations
Not sure which one you need?
Tell us what's happening, what you're trying to solve, or what you need help figuring out. We'll start there.