Dental Practice Analysis from Dental Consultants Debbie Castagna and Virginia Moore


Practice Analysis

A personalized, hands-on consultation visit designed to assess your specific practice needs and provide the information needed to develop a tailor-made annual business plan that will lead to increased success and profitability.

This two-day, in-depth evaluation is the first step in implementing real, positive change in your practice. Virginia or Debbie will work with you to identify what is working well, and what needs fine-tuning. Their focus is on you, your practice and your needs. 

For doctors who have ever thought to themselves: "I don't have the time or experience I need to train my staff in effective management skills", this program will begin a whole new chapter of success and productivity in your practice – not to mention lowering the stress caused by an ineffective, outdated (or non-existent!) business plan. 

Is the time right for you to be inspired by:

  • Answers to specific questions about issues that matter to you: overhead, staffing, training, marketing – and more.
  • Identification of the potential within your practice.
  • A comparison of your practice to industry norms.
  • A crystal-clear annual plan based on your unique practice needs and potential.
  • Objective, third-party evaluation of your staff’s unique profile: what's strong, what needs improvement?

Overview of Day 1:
On day one, we will observe you and your staff in a 'business as usual' environment, using information provided by you in a pre-visit questionnaire to gather relevant knowledge and insight. We will:

  • observe patient flow
  • review patient records
  • observe a new patient exam
  • evaluate common processes and staff responsibilities

Following this observation (approximately 2/3 of the day) will will facilitate a meeting to discuss our findings with you and your staff. 

Overview of Day 2 (with Doctor only, or Doctor and Spouse):
On day two, we will meet with you to review our findings and begin work on your customized Annual Plan. We will analyze your Profit & Loss Statement, forecast expenses for the coming year, and recommend a training curriculum for your staff.

Ready to get started? Please contact us today.

Read more about: Practice Analysis, Annual Planning & Goal Setting, Fast Track, Human Resources Solutions