Advertise on podcast: Dental A Team Podcast

Re-releasing a DAT listener favorite! Kiera is joined by Brad from Kleer to talk about the perks of membership plans over dental insurance, why a membership plan can create consistent revenue for your practice during uncertain times, and how to even start putting together such a plan. Kleer, by the way, helps roll out membership plans effectively and successfully to uninsured patients Kiera and Brad also touch on why patients may be hesitant to sign up for a membership plan and dental practice resistance, and how to overcome each. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera. And today we are bringing you something so special. I am so excited because this is one of our most popular episodes from the archives. Whether you're hearing this for the first time or catching it again, I am so excited because it's jam packed with a ton of takeaways that you can start using right now in your practice. We have released thousands, literally thousands of episodes. And I wanted to start bringing a few of these amazing episodes back for you. So I hope you enjoy. And as always, thanks for listening and I'll catch you next time.   on the Dental A Team podcast.   speaker-0 (00:32) And you guys, I am so excited to welcome back one of my dear friends, someone that I just respect. I respect their company a ton. And right now, I think it's super relevant for everybody out there because we all know dental insurance is not the greatest. It's shifting. It's changing. It's unpredictable times. So I'm so jazzed to be bringing on Brad. He's with Kleer. Brad, how are you today? How are you, Kiera? I'm doing really well, thanks. So. ⁓   speaker-1 (00:53) Good night, how are   speaker-0 (00:57) Brad, I said real quickly, Kleer. didn't give any thing behind it. People who have listened to the podcast have definitely heard me talk before about Kleer for membership programs. So just for those who don't know, let's just have you kind of share what Kleer is, how they can connect with you. And then we're going to dive into it. always like, I hate at the end where it was like, and by the way, if you want to hang out with Brad, so I'm just going to give you guys Brad's info, what Kleer is about, and we're going to dive into how to like really make a predictable income.   in unpredictable times. get ready, but Brad, how can people connect with you? What is Kleer all about? Let's just give our listeners a little bit of background on you guys.   speaker-1 (01:33) Yeah, so Kleer got started in 2018. And so this is now our fourth year in dentistry and having our software available. And basically what we do is we work with dentists and office managers to help implement and stand up and easily manage their own membership plans, something that's scalable that ⁓ can be successful for their practices.   Like, should I go for membership plans as well? ⁓ Or do you feel like most of the airplanes kind of knows that?   speaker-0 (02:05) Like let's just at least I mean if you haven't heard of membership plans guys now is the time to get on board with membership plans because I just did a podcast the other day where we were talking about how tis the season for dropping insurance plans like it is becoming rampant people are realizing with inflation what insurance plans are reimbursing that it's really not sustainable and so a lot of people are shifting dropping insurance plans and I think membership plans are the number one way to go which is why I wanted Kleer to get on the podcast today to talk to you guys about it   as a great solution to a problem that if you're not experiencing it, you will be experiencing it. I don't think it's a matter of if, it's a matter of when your practice will experience it. So yeah, dive into membership plans just so people understand if you haven't heard of a membership plan yet.   speaker-1 (02:50) Yeah, so membership plans are basically like an alternate coverage options for your primarily uninsured patients. Because like real quick background research is a lot of our data shows us that uninsured patients, they come in less frequently, and they accept a lot less treatment compared to their insured counterparts. So what can we do to provide some type of coverage option that doesn't have the red tape and restrictions that insurance traditional insurance has?   And this is where with membership plans, these practices can create their own care plans and offer them directly to the patients at a monthly or annual subscription. So like what's included with the membership plan, we see that pricing is anywhere typically between like say $260 a year all the way up to like $380 a year. It can go higher or lower, but what the patient's paying for when they're paying for that 260 to 380,   they are getting access to their hygiene and preventative care. And in addition to that, they'll get say a 10, 20 % discount off other procedures. So like I said, the practices have full autonomy. There's no more third party that's really meddling with that relationship and dictating the fees and the treatment protocol. Practices are in full control. They offer a dressing to the patient. So it's a really good patient retention tool.   Patients appreciate the benefits that they're now receiving directly from the practice. And we actually see that the membership plan patients are more profitable than the other patients that still remain without coverage. And like over the past two years, like Carrie, you know that a lot of practices have been implementing membership plans, but the pandemic has really acted as like a catalyst during that time because   a lot of practices and practice owners who are very cognizant of their patients want some type of coverage option, some type of alternate that they can offer to their patients, whether they're going through financial hardships, they refer load, whatever it is. ⁓ But yeah, that's essentially what membership plans 101, if you will. That's what they are. We help practices automate processes with our platform.   and make sure that it's easy to manage and implement and be successful.   speaker-0 (05:14) Which I love and Brad, it's funny because for those of you who heard my and Brad's podcast, gosh, it's probably been over a year now. Um, but we talked about me as a fee for service patient and we literally did, like, I was a case study because I wasn't going to sign up for my six month cleaning. Um, because like I work with hundreds of dentists for me to get a cleaning. It's pretty simple to do. I'm on the road often. I really do. Like offices are super nice to me. I can get a cleaning at any practice I go to.   But Brad, we like it was a case study where I signed up for the membership program at my dental practice and I literally scheduled my six month cleaning because it was quote unquote free. And so I am a literally a walking in testament that membership plans do work even for somebody who's been in the dental field. And I think I'm pretty savvy when it comes to what people are doing. But just, mean, they got me and it made sense. And something I feel people don't realize is one, a lot of offices right now   I've been seeing and Brad, I'm curious from your guys's research, which is why I love Kleer. guys research things so much. So you're very data driven from the research rather than just feelings. And I've been seeing from a lot of our practices that the topics are, how can we drop insurance plans? And I'm always like, the first question I ask is, okay, perfect. Do you have a membership plan in place? Because as soon as you drop this insurance, I don't think practices realize that patient becomes a free agent. They are no longer tied to you.   They're going to go somewhere with insurance or if you can get them on a membership plan, they're no longer a free agent patient. They're now tied to you in some way. But guys, like if I'm a fee for service patient, I am literally a free agent walking around and I can go to whatever practice I want to go to. I'm going to choose an office based on location, their responsiveness to me, their cleanliness, if I like their dentist or not, how their billing is, but I'm not tied to that practice. And so without these membership plans, I think a lot of practices don't realize   that you can drop insurance plans and get patients to stay and retain and even become higher paying patients than they were before by implementing a membership plan. So that's what I've seen. I'm sure you guys have data on it. Anything that you guys have found Brad in conjunction with that or things you guys have seen on your side.   speaker-1 (07:28) Yeah, it's pretty funny. And I touched on how the pandemic has acted as this catalyst. But now the dust has kind of settled after two years. People are understanding how to adapt and how to behave when it comes to COVID-19. But what's really interesting is there's all different types of reasons why practices are implementing these membership plans. Because every practice is different and their priorities are different. So one that you mentioned that's a huge one right now is that they want   membership plans in place when they're planning on dropping one, a couple, or several PPO's because they want to leverage the membership plan as a patient retention tool. But we're seeing other reasons too. It's like, I mean, you said so yourself, you were a case study. We're seeing that more and more. Like you heard it throughout the past like six months, the great resignation. It's been, they've been talking about it since like September, October of 2021, but   We're seeing that there are more people that are starting small businesses. There are more people that are retiring from their jobs earlier than anticipated. And there's more gig

Do you ever feel like you have a laundry list of reasons why you can't ever take a break from your practice? Kiera is here to say, if that's how you're feeling, it's time to step away. In this episode, listeners get to take a breather. Kiera talks about the two parts of success (the "suck" part and the success part), and what you can do to hit a mental restart. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners, this is Kiera and I hope today is such a great day for you. I hope that you're loving your life. I hope that you are enjoying it. And if you're not, today's podcast might be for you. Today is about when leadership gets heavy, how CEOs navigate the seasons you can't step away from. And this actually was a little bit of a self-medication for myself because when I ⁓ was actually getting ready to podcast the last time, I had a little bit of a breakdown.   And I just realized I was going at a pace that I wasn't able to sustain. And I felt very trapped. I felt like what happens as a CEO when you literally feel like you can't step away? Like you're in it. You bought the practice, you're in debt. I was actually just reading a book. It was a total fantasy book. And it was ⁓ about this little veterinarian who opened his practice to kind of prove a point to his parents, but also because he loved his craft and loved his work. And then he starts dating this girl and   she's on the other coast and long story short, they're like flying back and forth coast to coast. And he doesn't have money because he's got the practice. He's got the debt. He's got a team ⁓ and he wants to see his girlfriend. And so he's picking up ER shifts and moonlighting and so much so that he literally like drags his body into oblivion and gets so sick. And what was really crazy in the book is I feel like as I was reading it, I told Jason, I was like, this is my doctor's, this is me.   So many of us feel this way, right? You've got the debt, you've got this, you have a laundry list of reasons why you feel like you can't step away. And I will say like, if that's you, then it's time for you to step away. And I think in ownership, there are seasons where it's hard. And so today I kind of wanted to address like, what do you do and what are some tactical things when you're in this boat? And if you're in that boat today, hi, I'm Kiera. I'd love to be friends. Reach out, just even as a friend, if it's a pen pal, if you want to talk, if you want me give you tactical advice on your practice, reach out, I will happily help you.   If you're not in that boat, hi, I'm Kiera and I'm either preparing you or speaking to your future you because all of us will go through that. And I don't think it's a one and done. It's an ever flowing. It's an ebbing and flowing. And so there are seasons and ownership where it's freaking hard and it doesn't mean you're failing. It doesn't mean your practice is broken. It just means that we're growing and it's stretching our leadership. I remember thinking, I've talked about this on the podcast before. It's like throwback OG status or talk about like penguins, molting or snakes like sloughing off their skin.   And what happens is we actually grow bigger than what we're capable of. We grow bigger than what our skin is. grow, like our practice outgrows the leadership style that we are. There's a book called like, what got you here won't get you to where you want to go. And it's the same principle of like, we have to grow. And if you go back to being a child, growing pains don't feel good. I don't know if you guys remember like your legs hurt and your body hurts and like.   you, my little nephews and nieces, they wake up in the middle of the night with like leg aches because they're growing. Like it's painful. And I think we forget. And then as adults, we don't realize that like you get to go through it again. When you go through growth of leadership or your practice grows and you got to evolve into the next version of yourself to sustain that. And that's not comfortable either. you guys know, some of you been listening for a while. You know, I went to Antarctica, slight flex. ⁓ and it was amazing. It was honestly one of the most life-changing trips I've ever been on.   it was a place where I felt like I was navigating the most beautiful, serene scenery where no one's there and knowing that I could die. Like people die there. Like the Antarctic has nothing. It's freezing cold there. ⁓ I thought it would be covered in snow and it wasn't felt kind of like Utah-esque in the winter. ⁓ but like it was, I mean, that water is cold and you can see penguins like swimming through the water. It's so clean. It's so crisp. Nothing has touched that part of the world. It's very, very incredible. but I remember when I was there,   I was watching penguins and they were actually in molting season and they told us all like, don't get close to the penguins, just let them be. And they were like, they're in so much pain. And what these penguins were having to do is they sat there and like, you literally could see the like anger, sadness, pain in these little penguins. And they were sitting there. Cause what they have to do is they have to molt off all their feathers because their feathers are not the ones that they have on. They're not waterproof. And so they would actually drown when going into the water. So they have to molt all of those off.   get their like slippery ones and then they can go into the water and they just sit there and you see feathers flying everywhere. But I think like that image of a penguin is how I think a lot of CEOs feel and how a lot of office managers feel when we're going through this and we're being stretched and it's just annoying and you feel like, ⁓ I wanted this practice. I wanted this business, but I didn't want this. Well, I just want to remind you that success has two parts to it. There's suck and there's the success part. You can't have both sides of the coin without it. The word literally says it. And I think we sometimes forget, I think   For myself, I sometimes feel like I've already been through this. I should have to go through it again. But there's a call to a higher level. There's a call for us to be stronger leaders. And so what do you freaking do when it's hard and you feel like you can't escape? So I think that people believe that as you grow and evolve and get bigger and bigger, it gets easier. And I don't believe it actually does. Traction had a very strong quote at the end of it. And I'm not going to quote it exactly. I'll paraphrase it. But the book Traction by Gina Wickman, you guys know I'm obsessed with that model. I'm obsessed with running on EOS. I love helping practices.   be Dental A Team's version of it. We don't do true EOS. We do Dental A Team's version because I like to mix two things that I think actually work better for dental practices. But what I found is he said at the end, like a lot of people think getting bigger practices and bigger businesses actually equate to more profit and less headache and it doesn't. I remember him talking about like a $10 million practice versus $100 million practice. They both made the same amount of money, but there were way more headaches in the $100 million versus the $10 million. And   That has resonated with me for years. Now, if you're trying to sell to a DSO where you're trying to get multiples, of course you need to get it to a larger number. But if you're trying to do it for the long haul, sometimes having it smaller is actually easier. But again, this is your vision, your dream. For me, could I say small make my life easier? Theoretically, but my goal is to impact every single dental practice in this world to possibly reach you, influence you, work with you if it feels right. But my goal is to have the largest impact in dentistry I possibly can.   That's not going to be me playing small and I recognize that, but that also means that I can't sit here and complain because that's the choice I made. I can be frustrated and I can be annoyed and I can feel those feels, but I'm not allowed to sit here and have that. At least that's my opinion. So because I believe that it gets bigger and I'm called to swim in deeper water. And I also believe that I get stronger by carrying it. And you start to realize like, this is just part of business. And I'm sure it's how parents feel when you got one baby and it's so scary and then you get two and then you get three and then you get four. And it's like, yep, this is just how babies are. It's the same thing with business ownership. So   I think that when we feel pressure, it's often a sign of expansion, not failure. And so just a couple of things of tips and ideas of what to do. Number one, I will say, just go on a vacation if you can. I know sometimes it doesn't feel like it's the right thing to do. It feels very counterproductive. Myself, I was very much in the throes of it. Like I said, Dental A Team is going through such a fun ⁓ evolution. Like it is fun for me to sit as a visionary and to see where our team and our company are going and just to be freaking lit up.   with the clients we're serving and the team that we're building and like all of this is moving in motion. And then when I come into the weeds, I'm like, wow, this is really fun. This is a lot. And I think that it can get very heavy sometimes. And I was sitting in therapy and I was like, I just don't know what to do. And she's like, Kirit, it's just a season where it's hard and we accept it we just get through every day of whatever we can. We know this isn't forever. You've got a good perspective on that. And she's like, and if you can take a vacation. So I took a week off to Iceland.   And ⁓ it was great. was freezing cold. The Northern Lights were

There are roles in a practice people are meant to have, and there are those that'll suck the soul right out of someone. Tiff and Kristy go into how to match team members to where they'll operate best (and where they want to be), what to do when there aren't any "right" seats available for your right person, how to know the right seat from the get-go, and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:01) Hello Dental A Team listeners. I am here with you today. My name is Tiffanie. For those of you who don't know me, I never introduce myself. That's kind of weird. I maybe should. I introduce you guys, I never introduce myself. So I know we have some new listeners here, because I know we've some new subscribers. If you are new here with us, thank you so much. We love the support, and we really truly are here to give the world of dentistry as much as we possibly can. So keep listening. Go back through the archives. There's a million podcasts that you can listen to.   There's a ton of free resources on our website as well, TheDentalATeam.com. And gosh, we have webinars, we have all kinds of stuff. We have Summit coming up. I don't know if this is released before or after Summit, so we'll see. If you weren't there, sign up for the next time. If it hasn't happened yet, sign up for this time. Go head to our website, TheDentalATeam.com. There's links all over the place there. Or reach out to us, [email protected]. We'll get you more information. So for those of you who are new here,   I'm Tiffanie. For those of you who have been here for a long time and you're like, who is this chick? I'm Tiffanie. I am a consultant here with the Dental A Team and I have Ms. Kristy here with me today as well. She is a stellar consultant here with us. She has years and years of amazing experience within consulting, office management, billing, treatment coordinating, all the pieces the list goes on, as well as some other fun facts that we won't like dive into today.   ⁓ but she has some other really cool jobs she's held within her lifetime as well. So Kristy, welcome. I appreciate you being here today. How are you?   The Dental A Team (01:31) Good, thank you. It's always a good day when we get to podcast and help our clients out through our podcast tip and hearing the results when they comment and how we've been able to help. So it's always fun to dig in and tackle another topic with you.   The Dental A Team (01:48) I agree. I agree and I thank you for that. can say, gosh, Kiera had this awesome idea. Kiera, our CEO and our founder, she does a lot of the podcasts here. If you're new, you'll hear her a ton. She had this amazing idea. Gosh, I should know how old this podcast is, but I do not. I have been here the whole time and I do not know how old it is. That's okay. Years and years ago, Kiera came to me with a great idea and her famous line is, Tiff, I have a great idea.   The Dental A Team (01:51) Peace.   The Dental A Team (02:15) and I remember her coming to me and she's like, we have to do a podcast. And I was like, oh my God, that sounds amazing. I don't know what that means. I don't know how to do it. I assume you'll figure it out. And she did. we, I just have to say this podcast has turned into something that we never imagined that it would turn into. It has reached so many more people than we ever imagined possible. We did the podcast, we decided we wanted to put it out into the world because we really wanted to expand our reach. truly.   wanted to expand the reach that we had within the community that we had, because we only have our handful of people that we can reach. And we said, there's gotta be more and we wanna give the world of dentistry and businesses alike free information. And we love talking. So this is great. We're just gonna do this. And Kristy, it's just been so cool to watch it morph over the years and become just this incredible tool. And I have to say,   I mean, I'm making this number up. I'm just off the top of my head guessing. If I were to pull the ROI on new clients and even just like new inquiries to Dental A Team, at minimum 90 % come from the podcast and or a referral from a current client. And I just, I wanna say thank you to our community first and foremost and to our team.   whether it's consultants or marketing or admin, like we have an incredible team and our community of people who are clients, past, current, future, community of people who are just listeners. You guys are supporting something that's just reaching so many people. We have Canadian clients. We had someone reach out to us from Australia. Like we've got people listening all over the world and it's just really cool. And Kristy, I wanted to take a moment to recognize that because they just...   One, I think it goes along, it aligns with our topic today. And two, I really want to show massive appreciation and respect for everyone involved in reaching a community that you guys don't even realize you're reaching with. Every subscribe, every listen, every download, it creates more motivation within the podcast world. So we show up more the more you guys share and you guys watch, which means you're promoting   more people to see and hear really valuable information. it's just super cool. And Kristy, today we're talking about, well, we're talking about right seat, right person, which we've talked about before. And more importantly, we're talking about how someone in the wrong seat, right, it can ruin the right person. And I say that this is relatable to that statement because Kiera and I love presenting.   The Dental A Team (04:49) Yeah.   The Dental A Team (05:07) Like it's a huge passion of ours to get in front of people and share our experiences, share our knowledge, share what we've been through so that somebody doesn't have to take that same route and we can say, do this instead. Like we are so passionate about it and putting us in that seat has exponentially grown Dental A Team. Eve, we know Eve, we love her. I actually made her do a podcast with me.   And if no one has seen that podcast, you should go watch it, subscribe, give a five star review, give her all the praise and all the fame. is one of our behind the scenes marketing people. She is behind the scenes. Most marketers are behind the scenes. They do not like to be in front of the scenes. And Kristy, could you imagine if we took Eve, who's a behind the scenes gal, she's got a ton of energy, you guys. She is...   The Dental A Team (05:56) Yeah.   The Dental A Team (06:00) a phenomenal human, I love her, I wanna spend every day with her. But making her do the podcast every day, right? It wouldn't work and it would change who she is. Or putting me, and I told you before we started this podcast, I can do billing, I'm great at billing, I hate billing, and it kills my soul. Every second of time that I'm spending entering.   The Dental A Team (06:00) Thank ⁓   Mm-hmm.   The Dental A Team (06:26) an insurance payment and calling on an insurance claim. There are people that were built for it and there are people that were not built for it. And it kills my soul every second I have to spend with it because I want to talk to people. I want to engage and I get stifled. So I say all of that to say, make sure we've got right person, right seat, right people, right seat. So Kristy, what are your thoughts on right people, right seat and all of the information I just decided to throw out everybody?   The Dental A Team (06:52) Yeah,   I could totally envision Eve and you guys, Tiff's right. She's the person you want in the car with you on a long drive because you're going to laugh and laugh. But I guarantee you if we had her in the wrong seat, she would not be making us laugh. We'd be crying for sure. Yeah, for sure. 100%.   The Dental A Team (07:13) Yeah, we would. Yeah, with her. We'd be crying with her.   The Dental A Team (07:19) I think so many times, Tiff, I do see this happen and ⁓ it usually starts with leadership holding them back. They're like, no, they're doing such a great job. I can't move them. I can't put them anywhere else. And truly, like, I understand that from a selfish standpoint, but we're holding back the practice too and that person when we do that. So.   I think if you've been in dentistry or leadership long enough, we've all seen that happen. 100%. Yeah.   The Dental A Team (07:50) for sure, yeah.   And then we wonder too, like gosh, if later on, right, the person leaves or we just, it's not just right anymore. And we often wonder what if I had moved sooner or what did I miss? What did I do wrong? And that's the space of right person, right seat. When the right, when the person, you have the right person, right person I think is easy.   I think you know when you have a right person or not. You're like, this person, I want to be around this person. I want them working with my patients. I want them working with the rest of the team. They help us thrive. That's the right person. Okay, the right person isn't just the person who knows how to collect money from the patients, but then like talks crap about the team behind their back. That's not the right person, right? Like, yeah, cool. She's collecting money from our patients or I've even seen him. This one kind of sucks. This one's hard.   The Dental A Team (08:28) Mm-hmm.   The Dental A Team (08:46) I've even seen it, the patients love her. She's phenomenal and my collections is so clean, but she's really mean to all of my team. And she won't actually do the things I ask her to, but my collections is so clean and my patients would maybe leave if she wasn't here. That one's really hard, but you've got to evaluate your right.   The Dental A Team (08:57) Mm-hmm.   The Dental A Team (09:13) per

Dear listener, it is possible to scale your practice and keep your sanity! Kiera discusses three overall pieces of advice for those who have expanded/want to expand to multi-practice ownership, including centralizing atmosphere and tactics, establishing leadership infrastructure, and keeping your communication fluid. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent- Dental A Team (00:00) Hello, Dental A Team listeners, this is Kiera. And today I wanted to dig into multi-practice management and how this can be something so fun. I know several of you have multiple practices. I had multiple offices and I just think that this is a space of like, all right, here we go. How can we make this amazing? And how can we lead, scale and stay sane? I think is a big spot because I think that when we go from one practice to two practices, I know I went.   insane and it was not fun. And so for you, I just wanted to break this down because I really think this is a popular thing. And also if you're sitting on the fence of should I grow, should I not grow, I think it's going to be a fun discussion for us today. And I just wanted to say, welcome to the Dental A Team podcast. I'm Kiera Dent and I'm so happy you're here. I love all things dentistry. I love everything that we're about. I love helping you have the best day. I love positively infusing you and your practice with goodness. I love reminding you that you are in the absolute best profession.   And this podcast is made free because you guys share, review, like, and you're able to bring in more and more listeners for us. So I just want to say thank you. And if you haven't done that today, please share this, like this, review this. That's how we're able to stay at the top of the list for more offices to be positively impacted, to grow their practices with ease, and to realize dentistry should be fun again. So with that, I want to talk about like, when we go into multi-practice ownership, it can get really freaking thrilling. So.   I want you to look at like, okay, things that we need to do are as we grow and evolve. Number one, I want you just to ask why are you doing this for ego? Are you doing it for impact? Are you doing it for fun? Are you doing it to be acquired by a DSO? Knowing your why and then putting that up on the mirror so you never miss it is going to help you tremendously. Like genuinely a hundred percent just have that why because then it gets really, really thrilling. And so for you then it's going to be, okay, great. Once we have that,   I look at like, what can we centralize? So when we brought our second practice, it was make everything very, very simple and very easy for us. Meaning I want it to be all of our software is going to be the exact same. So we have the same software, the same colors. So from practice to look like the different locations when doctors go multi offices, it actually is very easy. Also, we had billing. So we had one person who was over the billing of all the practices. What about our reporting? Can we have the same reporting? So different scorecards that are reporting the same thing.   over the location that we have at centralized so we can quickly look and see how is each location doing. And then also making sure like our handbook, our SOPs, our operations manual is the same. So we set up the operatories the same. We do the same thing for hygiene. Everything is the same. So again, think about McDonald's. Could you imagine McDonald's or Chick-fil-A or any fast food restaurant opening multi-locations if the experience isn't the same that actually gets hard. Now there can be some nuances but the core infrastructure should be very, very similar.   Then after that, you also want to make sure that you have the same culture, team culture and patient experience. So again, go back to Chick-fil-A, the employees all have about the same, the culture is the same, we have the same experience every time we go in, no matter where I'm going across the nation or the globe, it's the same experience. And so for you, how can we make sure that we've got same team culture, same patient experience? You want to make sure your leadership team is really, really solid. And then you've got to have like shared tools. So the KPI dashboards, we've got to have low   specific views. So if you're having things that are on a ⁓ software, so like if Open Dental, you've got to have it to where I can access every single practice easily or if it's in the cloud and there are pros and cons between cloud software versus none. I have found that a lot of cloud softwares are awesome for ease of access at home. I will say Dentrix Ascend is my least favorite even though know they're coming back and they're popular. What happens is like I have a practice that switched to curve and they love it.   but there's nothing that can really integrate oftentimes. So you can't get analytic reports. You can't get other things. They're not as open source for you. And so if you ever want something outside of that software, that's usually cheaper, more affordable, helps you. That tends to be an issue with the cloud-based softwares. But when we got multi-practices, it becomes much easier because then we can sink in. We can look at it. We can have centralized billing, centralized, re-care, centralized phone systems, but you can also do this with a server. So when we look at this,   I think it's really great because we have practices and when we standardize how we schedule, we standardize our software, we standardize our billing procedures, the practices actually grow 10X. So I have a location, there's five practices and when we standardize these items, I kid you not, we add about a million per practice per year. So when you go across this, five million growth and you get 10 million growth and you get 15 million growth and you get 20 million and consistently every single year we're typically adding, but it's because things are standardized, things are centralized. We're able to say, right,   All offices, this is how we're now gonna block schedule. All offices, here are your goals. All offices, the billing is processing. All offices, this is how we do new patients. And it really is able to help you. So you've got to centralize what you can across the board and then have it localized at certain levels. But then it means like each office manager does the same thing, but they're making sure team spirit and team culture is the same. Patient experience is the same of what we do as an overarching multi-location area. So that's step one.   Step two is we wanna build a leadership infrastructure. So what this is, is we've gotta make sure that we've got regional managers, office managers, department leads. Sometimes multi-office locations are gonna have a hygienist that's over all hygienists of all practices. Other times it's at the practice level. But regardless across the board, there are set standards and set processes that are going to be there for you. So I really wanna make sure that you have that. And then we also need to clarify like who has ownership of this, who's entering scorecards, who's entering KPIs.   I like it to be that each office manager is responsible for their practice. So that way their office needs to be profitable, hitting the KPIs, the metrics, all the different pieces in the organization total org. Now I understand some practices, like I've got two locations. One's a very expensive location, one's a less expensive location. But across the board, you need to have leaders at both locations, because we're really struggling with these two locations. We have a regional that's bouncing back and forth between the two, but no one owns the accountability of these practices. And as it gets larger and larger and larger,   Guess what? Capacity struggling. So now we're having to put into place office leads in both location, office scorecards in both location, office hygiene departments. So looking at this and you've got to train the leaders how to lead, not just do. So I can't just be like, okay, you do this X, Y, Z. It's gotta be, how do I grow the practice? How do I make sure everybody's engaged? How do I really get people very talented, very excited about this? Like making sure they know how to hire and fire and have the one-on-one conversations. And what do the scorecard numbers mean?   And what are we looking at? And what is a healthy practice? What isn't a healthy practice? Usually my regional is meeting with my office managers weekly to make sure that they're successful. And what I found is when we track and measure all the locations, the practices increase. So typically as we're tracking and measuring, we're then able to grow them, elevate them and make them so much stronger because we're truly leading. So you've got to make sure you've got a strong leadership infrastructure. And if you don't have that, you don't have the pieces, multi-ownership gets really hard. If you're in multi-ownership right now.   You need to start appointing these people, having KPIs that they're reporting on, helping them see like how we run leadership meetings, how we run these meetings that are very successful, what your ownership piece is, what are you responsible for, how are you winning? And I think if you think about it, imagine a DSO, they're going to come in and they're going to take over your practice. Well, you better believe that they're gonna have KPIs scorecards for every location. They're going to have leaders at every location. They're going to have regionals. They're going to train.   So if that's what a DSO is going to do, why not do that yourself of multi-locations and learn from them because they're smart. They have these systems in place. You can do this as well. And then the third step on here just to help you guys is we've got to make sure that we've

Dental A-Team is all about case acceptance. In this episode, Kiera shares how a practice can double its case acceptance in one month (or even one day! She has receipts!). She gives five tactical tips practices can apply today to refine that acceptance and start upping that percentage of "yes." Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent- Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and today is a great day. I hope that you're loving it and I hope that you remember just as a quick little motivational thought for you that what's right is just as available as what's wrong. And I think so often we're looking at what's wrong in my life and why isn't this working versus thinking what's going well, what's right in the world, what's what's and I'm not saying to   belittle, miss sunshine and not see all the things that are really going on. But I do think that what we focus on, we attract and we achieve more of. so practices that are high performing practices that really have great cultures, they're looking for what's right in this world. They're looking for the good, the positive, they're building that. But that does not mean that they're not seeing the things that need to be impacted and fixed. And so I just really want you to, to think about that today as we as we tackle a fun topic, and that's about case acceptance. And if you know me, you know that I'm obsessed about case acceptance and   Today we're gonna go through how to double your case acceptance in 30 days or even just one day. And it's really true. I've done this multiple times. We've taken practices from 50 % case acceptance to 100 % in one day. I have some practices, they know who they are, they listen to the podcast, shout out to them, where we coach their treatment coordinators. And we've been doing this for several years and we've added multiple millions to their practices. We're not quite to the billions, no pressure team. I know you guys like a good challenge, ⁓ but genuinely, and it's through helping.   just people have better lives. And I think about case acceptance and people are like, but you know, case acceptance, Kiera, it's about like money or it's this objection. And I just want to say that realistically, most treatment coordinators, what happens is we accidentally plant weeds in our flower gardens, aka objections in our case acceptance, unintentionally. And I can have the exact same patient, exact same scenario, different treatment coordinator, different result. And so what I found, and this is why I love this, this is where I got my start.   You guys know that I'm obsessed with helping patients and teams and dentists just have their best lives possible. And so really just giving you guys some tips on how we can do this, how you can boost your case acceptance. And these are tactical ways. So like take the recipe today, take this in, apply it. But what I want to say is I believe that case acceptance is a journey and it's not an overnight sensation. And these practices I alluded to, again, they are some of my favorite clients to work with. The team is amazing. They show up, they have grit.   and they recognize that it is always a next level to improve. And so that's why we work together because we are like, I've trained them for years and yet they keep coming back and we keep refining and we keep going to the next level and we keep improving because there's always a next level within case acceptance. And I think when you recognize that and you see that you can actually be an even stronger treatment coordinator. you guys know, Dental A Team, we are obsessed with making your life better. We love to work with doctors and teams. We love to   do it virtually or in person with you and to possibly influence and impact the world of dentistry in the greatest way possible. So I'm so glad you're here on the podcast with us. If you love our podcast, please be sure to like, subscribe, share this with people, leave us a review. I do personally read those reviews and I'm so thankful for you guys. I'm thankful for this community. I'm thankful for ⁓ the, I think just the lives that have been changed. I love meeting you in real life. I love hearing from you in emails. I love.   this community of people. I just love people in general. And so I hope that you know that I just truly love and adore you and I hope that you feel that and if I was in person, I'd give you a giant hug today and tell you that I know you're doing better than you think you are. And they're simple tips. ⁓ I can speak very confidently to case acceptance. I was speaking to a candidate that I'm interviewing and there was this there was this humble confidence about them where   They didn't have to prove anything to me on the interview. was like, Kiera, I've done this. I've done this many times. It's like, I know how to get the winning championship and it's not hard. And I don't say this egotistically. I will say that I do know how to get case acceptance boosted and our team knows how to do this. And I think this is one of the greatest services you can give your patients is helping them say yes to dentistry that's necessary. And so I hope that you feel that what I'm teaching you today comes from very strong.   Experience is not just theories and ideas, but genuinely been there done that done it successfully and I'm here to share that with you So a couple of things is number one. I'm really big on when we are working with this So first steps first I work hard on making sure that we have the right mindset I say mindsets everything So if you think a patient is gonna say no to you You're gonna make yourself correct if you say a patient is gonna say yes to you You're going to make yourself correct. So whichever one it is and to me. I'm like both of those are free   Thoughts are free, words are free. Let's pick the ones that serve us. And I'm going to choose the one of everybody says yes to me. I even have doctors that text me and they're like, remember Kiera how you say this? And I'm like, I genuinely believe it. It's because I believe in my doctors. I believe in what we're doing. And I believe that patients deserve to have the best dental treatment and new doctors and new teams are the ones who are going to give it to them. So I'm not going to let this patient leave me just like I'm not going to let somebody who's looking for a great consultant.   Leave me, I know we are the best freaking consulting company you could ever have. So if you wanna have the best consultant, call me, call our team, let's work with you because you're going to see results and that's what I'm about. So with your office, same thing, you should have that same level of confidence in your practice. You should be able to say, I want these patients, I'm going to help these patients. Now that doesn't mean I take on their problems, but I do believe that mindset is 80 % of the game of case acceptance. So that's step one is we gotta start with that. Doctors, when you walk into the room, I wanna when you put your foot on that threshold, walking in to do an exam,   You come into doctor 2.0, whomever it is, like patients say yes to you. Your job is to give them a very clear diagnosis and to be able to guide them into correct decisions. Words create worlds. What world am I creating for our patients? What am I doing for our patients? Am I helping them see like this is easy to say yes or am I making it so confusing and hard with multiple options? Doctors, I'm calling you out on this. I know you wanna explain everything. You're freaking brilliant, but sometimes that's called confusion. And that makes a patient not wanna say yes to you.   Complexity is the enemy of execution. I'll say that again. Complexity is the enemy of execution. So if you don't have clarity and you don't drive people with clean, concise routes, you can give them the options, but let's talk about, do they want fixed or removable? You've got to be very clear and you've got to be very confident when you deliver. Patients are buying your confidence. So number one, I want you to 1,000 % change your mindset. I don't care what you got to do, who you've got to be, but you've got to start with a correct mindset. And if you will do that, your case acceptance will automatically just with that one thing,   go up and that's between treatment coordinators, team members and dentists. All of us patients love us. They want to say yes to us and we have a moral obligation to help them. Number two, I'm really big on you guys know we have this where we're going to have doctors having great presentations. So I talk a lot about ⁓ child Dini's principles of persuasion and whether you like those or not, that's fine. Words are free. Options are free. Thoughts are free. Take them if you want them and I'm obsessed with this because if I can get a patient in the mindset of saying yes to me,   I've already teed them up into that confidence space. So I recommend doctors when you lean the patient back, you say, can I lean you back? They will say yes. Can I do an exam? They will say yes. This is helping them prime and we're priming them to get them into the mindset to say yes to you. Really, really, really important. And I know you don't want to do this, but guess what? It's very easy. So we have the mindset already there. Then we get them to be saying yes to us. Be very careful treatment coordinators. This does not always apply to you because the last thing I want you to do is do you want to get treatment scheduled? We are not leading them to answers with no.   We are only leading to answers of yes. So if you're going to use a yes or a no, you've got to make sure it's gonna lead to a yes. I do not want you planting them with nos. You've gotta be very careful with this. Then step three is going to be, we do comprehensive exams an

This episode is all about the stress of people — managing them, working with them, attending to them, etc. Tiff and Kristy discuss what it means to manage results and lead people, and how sticking to systems of accountability in your practice can take a lot of that stress off your shoulders. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. We are back here today with another amazing podcast. I say that because I just know this is gonna be incredible content. I'll introduce myself again. I realized a podcast ago that I never introduced myself. I'm Tiffanie I am a consultant, a dental consultant here with the Dental A Team. I've been here for a really long time, so I guess I just assume everybody has also been here for a really long time. I think everybody's like my best friend and I sit here.   on this podcast, Kristy with you and with all of the listeners, just talking to my best friend. Like that's just how I roll. So I'll take the moment to say hello, welcome. Thank you to those who have been listening for a long time or a short time or a new today. We love being able to reach new people. Part of our mission is to reach as many people as we possibly can. And it's worded much better than that, but that's the gist of it. And Kiera, know, get, Kiera likes to quiz us.   every now and again and I fail every time you guys. It's just like words in my brain get jumbled. It's okay, it's totally fine. So our mission is here. We are so excited to welcome you. Kristy, I am excited to welcome you here with me today. You have been on a podcast roll with me. We have busted out so many. I really truly appreciate you for that and for so many other reasons. So thank you for being here today, Kristy.   The Dental A Team (01:18) Thank you. Thank you for having me. I'm excited.   The Dental A Team (01:21) Yeah, thank you. We have been chatting quite a few things. KPIs, I think this is the month of KPIs and results and it makes sense because Q1 is behind us. We're rolling into Q2 and making sure that we are set for success because my opinion is if we wait until November, but even July, if we're like, gosh, Q3, what are we doing? What are we doing? You're already behind you guys. You got a lot to make up at that point. You might as well just start now.   I love this role that we've been on today. We also always get to hit some personal development pieces, which is fun as well. So today, where this podcast right now, we really want to talk about the human side of things. Kristy, something that I notice, I get the luxury of seeing Dental A Team from all of the different sides. I get to see it from sales side, from marketing side, from development side, like all of education, from consulting.   every space of Dental A Team, I feel like I have a little toe dipped in there, just because I've been here for so long and I've helped in so many different facets to create what we are doing today. And with that, I get to see all of the different reasons that all of our clients are attractive to us and the people who are not yet clients or have just come for, know, tell me what my gap is and let me work on it. All those people, all the doctors, all the teams,   are typically coming and they're saying, I say this all the time, they're saying systems, right? We need systems. Clean up my systems, Kristy. My systems are broken. And they're like, please. And I've watched it. I've watched new to Dental A Team consultants be like, okay, let's start and we'll dig into systems. And I'm like, wait, wait, wait. Do we know that that system's broken? Like, let's take a step back and really figure out what it is, what it is and why you're actually here.   because your systems is the word that you're using to describe your issue, your symptom. And what typically is happening is we have stress. Things aren't working. They're not aligning just right. And we think, well, my systems are broken then. And your systems may not be broken. They may need adjusting or we may need to add some systems. We may need to do away with some old systems, right?   I've got practices that I'm like, think we're just billing this way because we like to, because we've always done it this way. I have to tell you, side tangent for a second, I love this office and when they listen to this, they're gonna know exactly who they are.   I was like, what do you mean you have a black book? What is a black book? Like I don't understand what this is. And they're like, Tiff, like you don't understand how much time we're spending tracking metrics. You're saying we're not tracking. And I'm like, well, I just need them on this Excel sheet. Like where are they at? And they have this old school accounting black book. Like I can't even show you how big it is. It's just like this massive ledger and they have a pencil and these little tiny cells and every day they're writing.   The Dental A Team (04:17) you   The Dental A Team (04:26) production, adjustments, collections, where the collections is coming from. And I was like, wow, Open Dental tells us all of this every day. You just have to print it. You can even keep it. You don't need to, because it's always accessible. But if it makes you feel better, print it daily and keep it. What are we doing? And so I say that because there are some systems that are just like, we've just always done that. My dad owned the practice and this is how he did it. And it was successful and cool.   We can keep doing it or we don't have to. It's up to you. But the stress is actually the underlying issue and it's usually financial stress or misunderstandings, missed expectations. I expected to make more money than I did. I expected to be able to do my expansion and I can't. I expected to have another dentist on board. I expected to be able to find a hygienist. I expected someone else to talk to all the...   team members on my team. It's missed expectations and it's stresses. And Kristy, something I wanted to dive into today was really how, one, I do think systems help those things. So yes, there is a deep dive onto the systems, but really understanding the stress behind a lot of it and the why I think is key. And Kristy, I don't know if you noticed this in your office, just tell me what you see.   I think one of the number one stressors that I see for doctors, for business owners, and for even office managers who have already taken on this role and doctors have delegated this to them, one of the number one stresses that I see is the stress of people. It's dealing with people, right? Whether it's the patients or the team, but really the HR management side of managing people, like dentistry is not hard, right? Work isn't hard, people are hard. And dealing with that,   tends to be the crux of a lot of stress for doctors that they think the systems will fix, which we'll dive into how they can help that. But Kristy, do you agree? Are you seeing that within your practices as well?   The Dental A Team (06:34) Yeah, 100 % across the board, whether it's doctors or leadership, it's definitely the people driven. And you hear the things like, people just don't show up like they used to or, you know, those little sayings are, they don't respect our time. And so yes, 100 % from patients to team members, to be honest with you, but people.   The Dental A Team (06:55) Yeah. I agree.   I agree. I get the like work ethic, like work ethics changed. These Gen Zers or Gen Xers or Gen whatevers. They're different. And I'm like, yeah, they are different. 2020 taught us a lot of things and things are different now. And we can keep standing here saying, you know, we want to be on this box that was old and is breaking or we can move forward onto the new box. I totally agree with that.   The Dental A Team (07:03) Yeah   Thank you.   The Dental A Team (07:25) When I think of stress of people, I agree. I think people can be hard. Managing people can be hard. And I think leading people is a very different statement. And leading people makes management easy, if that makes sense. I believe in managing results and leading people. Systems without accountability.   The Dental A Team (07:50) Mm-hmm.   The Dental A Team (07:54) lead to micromanagement and a lot of stress around your people management.   The Dental A Team (07:59) I agree 100 % Tiffanie, you said that like so spot on. And accountability is one of those things that everybody wants and everybody's gonna also gripe about. But I will also say, I was privileged to go, I think it was one of the HR companies like Cedar, Ben Erickson or one of them had talked about. ⁓   You know, they do this stuff day in and day out. And they said the number one reason somebody will leave you is because you don't have accountability. And the number one thing they'll complain about is accountability. So it really cemented it. I mean, coming from an HR company that deals with people all day, every day, and probably the worst of the people ⁓ saying that really, really taught me that we need that clarity. Every one of us needs that clarity and we all need that accountability.   And so you're spot on. And when we can make it about that clarity, what we're looking for and not so much about the person, it makes the leadership a lot easier. You're like, uh-huh.   The Dental A Team (09:09) Absolutely.   Yes. Yes. And that's, think, what I mean by managing the results. Right? And I even that what you just said right there is like not making it about the person. I just had a call right before we started podcasting. And he was like, gosh, I have, you know, and we've had this. had I had a team member that I was like, my gosh, I think her dryer is broken. Like, she smells like mold. Right. Or we're wearing way too much perfume. that shirt i

It's time to perform a special audit in your practice! This one is called the Invisible Friction Audit. Kiera guides listeners through how to catch problems that might not be very obvious, but are total gamechangers in terms of practice operations. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and today is going to be a great topic. I hope you guys are excited about it because it's going to be an audit of your practice. I think that there's oftentimes invisible friction that's happening inside practices and offices oftentimes don't catch it. They don't understand what's going on and they're like, something's happening and it's just this invisible friction. And so how can we actually catch this sooner in your practice? If you guys are new to our podcast, welcome. I'm Kiera Dent, host and founder of the Dental A Team and the Dental A Team Podcast.   I'm obsessed with all things dentistry, including my last name being Dent. Our mission is to possibly impact the world of dentistry in the greatest way possible and to influence, inspire, and to motivate you to have the best practice, the best life, and the best team that you could ever imagine. I genuinely know and believe that running a successful practice does not need to be hard. I've had hundreds of thousands of clients tell us that, Carrie, you've changed our perspective. You've made this to where...   I feel happy about going to work. You've inspired my team. We've got team members that text us telling us how much they love working with Dental A Team. And that's our mission. That's our passion. That's what we are truly experts in the field for. And today, this is one of those things of like, when you have friction that's invisible, how do you actually fix that? How do you actually make this thing better? How do you make it to where, my gosh, like, like we don't know and how can we catch this? So I wanted to just help you see like, here's the quiet, invisible, almost like.   cobwebs in the back corner that if you are able to figure this out, fix it so it's not there, you're not just walking past it, hopefully your practice will be able to thrive. ⁓ So number one is just like, how long does it take to make decisions to move your practice forward? And delayed decisions, I remember one of my favorite quotes is, a wrong decision is better than like indecision. ⁓ Indecision actually impacts far greater than making a wrong decision and...   I remember I was at this really big financial conference and they were talking about how one of the presidents of the United States, I don't remember which one it was, came in and there was this big thing of who we're going and what different things they were going to do. And it had serious impact. And the president came in and made a decision. like, well, how do you know that's the right decision? He said, I don't. But what I know is us sitting in indecisions costing us more than making a wrong decision. And I've thought about that a lot of, I don't even think half of the decisions we make in a day and day out of a practice.   would impact millions of lives and different pieces. And yet I think we sit on them acting as if they are these big audacious decisions rather than just making a decision. And I think it also builds the decision-making bone in our body where it's like, okay, we just make decisions and we move forward. And I think empowering your team to be able to make those decisions without needing to come through you to make every decision. So for example, like delayed decisions on.   treatment sitting in unscheduled. like, are we calling on those people who's taking responsibility for that? Like, let's just get unscheduled treatment called in on a consistent basis. What about like billing and insurance errors and issues? What about lab cases not being tracked? What about our Invisalign and Ortho cases? What about team members where it's like, let's circle back later, let's circle back later. Like, just make the decision in the meeting and move forward and make sure we count about it.   What about like patients who need multiple touch points to commit and to say yes to treatment? Like, why did CareDent get so good at closing cases? Because I hated the follow-up. So it was always, and like, it's a two, two, two follow-up. But these like delayed decisions or who are we going to hire or what things do we need to have for this or what budget do we have? And I understand that being a business owner is like death by a thousand cuts. Like you just get pummeled with question day in and day out. So it's like.   Let's have set days where we make decisions and like, let's make the decision and move forward. All of us execute on it. Attraction by Gina Wickman is very big on, we come to the table to solve and make decisions and we move forward and we solve them forever. So I think when you have like practices, like this is just invisible friction that you don't realize is there, but it's all these things sit there like looming storm clouds because we're not moving forward. We're not getting them done. We're not actually executing on things. And then we have to,   follow back up and team members need to remember. And I'm just big on interaction they teach a lot about. We have our weekly leadership meetings and we solve the issues. Now, if there's something that's gonna take longer and doesn't need immediate care today, it can actually go on what's called a parking lot or long-term issues. And I think having this in your practice, having this as part of your cadence, if it doesn't need to have your decision today, get it moving, but stop the friction. And what we've seen is like,   When I have practices that start working on this and people have clear owners and we stop the decision fatigue and we stop having a lag in this treatment goes up, schedules get more full, tasks start to get resolved, team members feel like they get answers, doctors don't feel like there's so much sitting on their shoulders. And that's honestly just you moving things forward and having owners of it. So I also think of like when a treatment coordinator owns all of the unscheduled treatment and they own our   monthly goal and they own how many people are supposed to be in there, we increase our scheduling. Like I was your treatment coordinator. So we start getting more people on the books sooner. We start hitting our daily goals sooner. And I've got a cadence of if you don't schedule today, I call you in two days, two weeks, two months. And then I send you a letter. There's no question marks of how I follow up with these people. There's no like, well, call people, Kiera. No, like it's just a set process that we follow. And then we make sure that people are being accountable to that. I think it's just great. Like it's not changing anything. We're not having to bring in more patients. We're not having to change up.   Our marketing, like we just move things along without having the delay. So I think when you guys are sitting in meetings or you're looking at it, like look to see how can we make decisions sooner and solve things forever rather than sitting here and being like, well, we'll get back to that. We'll solve that later. We'll solve that later. Make the decisions, give the clear owners and move things forward. The other one is going to be ⁓ an invisible friction of I think energy and practices have this is crazy. When we walk into offices, we're able to quickly feel   Is this practice thriving or is this practice like truly just like hanging on by a thread or do people not like each other? And I think that emotional piece ⁓ definitely plays. so looking at like, how's our team culture and what things are causing a rift in the culture. So are we making our one-on-ones every single month to find out how team members are truly doing? Are we looking at like, is our schedule consistent to where people know they can get out on time? Or if that's not ⁓ a culture piece, like people just know we're here for two hours afterwards and that's just our culture.   but at least that expectation can be met. What about like where we can add emergency patients? So front office knows, clinical team knows we're not having this like front office, back office divide. What about when we come into a room, is it clear on how we have our procedures set up so that way every person's there we're not having popcorn? What about like doctors like staying on time and if you're not on time, like let's adjust the schedule and then start scheduling more appropriately so that way we're not constantly running into lunch, running behind in the day.   Making sure our patients have all their new patient paperwork Thinking about are we doing Friday five shout outs? Are we doing team? Shout outs where people are looking at each other and like really finding happiness. We're working with each other I think it's just like that energy usually the drains start to happen on energy and culture and it's just that invisible friction when We can't count on our schedule. We can't count on getting lunch. We can't count on getting out on time I remember I worked in a practice and we were quote-unquote off on Fridays   And I was the one who, we had a patient that was scheduled on Fridays, I would be the one who was the assistant to cover. And without fail, every Wednesday or Thursday, the doctor would be like, we'll just add you on Friday. And it used to drive me absolutely crazy. So much so that I went and I interviewed at another office, I got another job, and then Jason got accepted to pharmacy school. And I think about like, why, Kiera why did you get to that space where you were like so dissatisfied? And it was because I could never bank on   when I had time off, I wish that they would have j

Re-releasing a DAT listener favorite! Morgan Hamon, president of HDA Accounting Group, is on the pod! HDA is a dental-specific accounting group, and knows dentistry inside and out. Kiera and Morgan discuss profit margins, benchmarks, and AR aging, plus why having good financials will help you make smarter decisions. A profitable practice is more helpful for patients, more secure for team members, and less stressed out in times of uncertainty. Don't run your practice blind; get a good CPA. About Morgan:  Morgan is a graduate of the University of Arizona school of business. Following graduation, he was commissioned as an officer in the United States Navy and served for over ten years as a Naval Aviator flying carrier-based F/A-18 Hornets. During that time, he deployed to Persian Gulf and flew combat missions over Iraq in support of Operation Southern Watch. He also served as a flight instructor and landing signal officer for newly winged Naval Aviators transitioning to the Hornet, training pilots in air-to-air combat and landing on aircraft carriers. After leaving the Navy, Morgan obtained a master's degree in accounting with a concentration in taxation from Metropolitan State University of Denver.  He is a Certified Public Accountant (CPA) and is the co-founder and President of HDA Accounting Group leading a large staff of professional accountants delivering a variety of financial accounting and tax services.   Morgan regularly conducts practice profitability advising for over 500 dentists nationally, helping them analyze their financial data and identifying strategies for profit improvement. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera. And today we are bringing you something so special. I am so excited because this is one of our most popular episodes from the archives. Whether you're hearing this for the first time or catching it again, I am so excited because it's jam packed with a ton of takeaways that you can start using right now in your practice. We have released thousands, literally thousands of episodes. And I wanted to start bringing a few of these amazing episodes back for you. So I hope you enjoy. And as always, thanks for listening and I'll catch you next time.   on the Dental A Team podcast.   speaker-0 (00:33) Dental A Team listeners. This is Kiera and you guys, I am so excited. It's always fun when I'm getting ready to start a podcast and the person on the other side of it is somebody that I have just idolized. I refer to their company all the time and then I'm like, oh my gosh, it's you. And that was what just happened with this guest. Today I'm bringing you guys Morgan Hamon He is the president of the HDA accounting group. So you guys know we have a lot of accounting groups that we work with at the Dental A Team. I'm really pro vetting them.   and finding out one of things I love about HDA is they literally have incredible forms for profitability of a practice. Also, watching all your different overhead and you guys know we're super, super pro. But something really fun about Morgan before we bring him on is that he is a graduate of the University of Arizona School of Business. So after that, he actually was commissioned as an officer in the United States Navy and served for over 10 years as a naval aviator flying carrier-based F-18 Hornets. So I'm dying to find out about that.   because he was deployed to the Persian Gulf and flew combat mission over Iraq in support of Operation Southern Watch. Insanely cool stuff. So not only are you a CPA and sometimes CPAs can be boring people. So the fact that you did this and I say that with love to all my CPAs, I was almost fired from a CPA firm once upon a time because I talk too much. So I'm super jazzed. So Morgan, welcome to the show today. How are you?   speaker-1 (01:51) Thanks, I'm doing well. Appreciate being here.   speaker-0 (01:53) Ha   ha, awesome, okay, so I brought you in. You are with HDA CPA, which is amazing. We have a client in Hawaii right now looking to work with you guys. Several of our clients work with you. you guys, I, Bailey, those are my top two CPAs, Profi, top three that I usually refer. So I'm super jazzed to have you on the podcast. But before we dive into like CPA stuff, which I'm always excited about because I feel as a business owner, that was where I was the most weak. And so I'm excited for you to share some tips and ideas. But tell us about flying.   being, you know, flying hornets, like just kind of give us a quick like one or two stories because I'm dying to hear about that.   speaker-1 (02:30) Sure. Yeah. So I like my family is all CPAs. My dad's a CPA brother, cousins. And I, that wasn't what I wanted to do growing up. You know, I wanted to be a fighter pilot. So I went off to college, Navy paid for it, which is a super deal. And then I, then I owed them some time after that, of course. off the flight school, um, did an operational tour.   and F-18s as a West Coast guy. And that's where we went over to Persian Gulf, over Iraq and all that. And ⁓ after that, I was an instructor pilot on the F-18. So that was definitely my favorite part of my service was teaching the young pilots how to actually use the F-18 as a weapon system and landed on the carrier, which was ⁓ probably obviously my favorite part of naval aviation.   pretty exhilarating. Could be incredibly stressful too, especially at nighttime. And I think there's definitely a few stories where I was just absolutely terrified because the weather was terrible. ⁓ There's nowhere else to land. The ship's rocking around and you literally have to figure it out or you're not gonna see the next day. And it's all gonna be happening in seven minutes. It's very...   So it really, grows you up really fast. And I think, you know, after close to 11 years, my wife and I were ready for, you know, a little more normalcy in our life. moved off to private industry. My wife's ⁓ a nurse. She's been in healthcare for 25 years. ⁓ But in terms like the, like what the Navy did for me and how I apply that to business is you,   learn to assimilate a lot of data, complex data, and hash out what you really need to know so you can execute in a very timely manner. there's a lot of noise. You learn how to disregard that and boil it down to some key action items that'll get you through the mission. And that's how I approach business ownership myself.   And I am definitely not the typical CPA. My value is not that I can no account, like I'm the best accountant in the world, not far from it. But I do know how to run a business and systemize. being a business leader is a completely separate skillset from being a clinician. And I see that, I get it. And the reports...   that you mentioned is those full color dashboard style reports that practice profitability analysis. That is straight from my Navy background. It just serve up what you need to know. Here it is. Here's the checklist, so to speak, so that you can make it happen. that's a bit of my background and where I came from. I co-founded HDA accounting group with my dad, in 2009. So we were the two owners for a long time. And then   for your listeners out there that perhaps use us, they'll know Courtney for sure. She's our tax partner. We made her a partner just over three years ago, which was probably one of the best decisions we ever made. She's wonderful. The clients love her. So there's three owners on one of them. And I spend the bulk of my time meeting new doctors, doing like what we're doing right now, and then spending time with our clients, trying to help them make money, make more money.   speaker-0 (06:10) For sure. That's fun. love that you shared. mean, thinking about trying to fly and land a plane, one that would be hard and then try to put it on a moving target and wish you luck. And if you don't make it, you're dead. And so just the, was like, wow, that's kind of like tax deadline, right? Like you're like so stressed and advanced to get there.   speaker-1 (06:29) It puts stress in perspective. Your hardest day in accounting, death is not on the table.   speaker-0 (06:31) I bet it does.   So   this might not be something you want to talk about so we can always cut this part of the podcast if need be Like were you ever really in combat or did you get a primarily be away from that? So thank you for your service. I'm just always curious. Like how was that?   speaker-1 (06:48) It was limited exposure. So back then when I was there, it was still operation Southern watch. So it was not full blown conflict. However, ⁓ they did not want us there. They would shoot at you. ⁓ they were scared to turn on their radars. So they would not typically engage with missiles, the more deadly type of anti-aircraft threat that we would face. They're too scared to turn them on because we would have ⁓   countermeasures to do with that. they would just, they would shoot like artillery at us. And so you would just, you could like barely see, you knew it was there and it was sort of concerning because you're a couple hundred miles in Tyrak. Like if anything happens, you're not going to receive a warm welcome, know, eject or something. So it was definitely had your attention. I remember that my first mission was at night. I was, you know, I had butterflies.   just because we're like all the almost all the way to Baghdad at night. You're on night vision goggles. It's a big strike package. Like the biggest thing I'd ever done before your aerial refueling over Kuwait, both inbound and outbound a lot going on. And, you know, while we're on this topic before these types of missions, you're in a brief for two to three hours ahead of time. There's a lot of moving parts, a lot of things you really need to kno

Tiff and Kristy shine a light on key performance indicators that won't just propel a dental practice to success, but any business. This includes knowing your numbers (stop treating them like the bogeyman!), locking in production, case acceptance, and diagnosis. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello Dental A Team listeners. I am so excited to be here with you today. You guys know that we love podcasting. I hope we have a ton of newbies here who don't even know who we are. I say that because our reach at Dental A Team is something that we are intentional about and intentful on expanding further than you guys can even imagine. So something that we are very intentional about at Dental A Team is looking at how many lives have we impacted.   and how many lives can we impact. And we know that dentistry is vast, business is vast, so we also know we have some listeners here who aren't even in the dental industry, but just business owners in general. We love that and we wanna welcome all of you. So all of you who are here today that have been listeners for a long time, welcome and thank you so much. All of you who have shared these podcasts with others, thank you so much because you are helping us serve our mission.   And for those of you who are new, know that Dental A Team is mission full and mission forward and we are here to help support you in the best ways possible. So welcome everyone. Today's topic is gonna be super fun. But first, let's welcome Kristy to the show. Kristy, how are you today, my dear? Thank you for being here. It's a Tuesday afternoon for us, so it's a little wild for a podcasting day, but how are you doing over there today?   The Dental A Team (01:17) Doing good. Hey, ⁓ we had a big warm up and now we're kind of on the downside of it. So the weather's perfect and couldn't complain. And I get to spend time with you.   The Dental A Team (01:28) I agree. I know I do love podcast days. So this   one's a long time coming. This one was a long time coming and it's true. We definitely were both in Phoenix. The Phoenix area, I should say. Everybody always says, where are you? And they're like, is that Phoenix? Like, it's all Phoenix. So we are in the Phoenix area and it definitely got warm really, really early, probably two months earlier than normal for the, for the,   temperatures that we were experiencing. So we've definitely felt like, gosh, we hit summer really early, but we're getting a little snippet of springtime right here around the corner. So I agree. I'm very, very excited for this cool down we're experiencing. With that, I think that's actually like a really good thought process to start on. We have our warms, we have our cools, and with quarter one having, you know, it's behind us at this point, really looking forward to see what the other three quarters look like.   Was that a warmup for you? Was it cool down? We have some practices that are onboarding right now, some new practices that are onboarding to Dental A Team that are like, gosh, I've been in a cool down or they're about to onboard because they're in conversations with us and we've had kind of a cool down for that first quarter, meaning maybe we're not tracking quite as well towards our goals as we could be, but I've got a few practices. I talked to one specifically just today that is in a massive warmup and   Kristy, I'm gonna brag for a second. I saw them just a weeks ago in person and we did our in-person visit and we, gosh, it was our first one ever and the team was just phenomenal. They jumped on board. The doctors were just floored at how well the team jumped on board with the goals. They've never talked goals before. I increased them by quite a bit, by like 17%. I said, you guys can do this. I know what you're capable of and you know what, Kristy, as of last   Friday, which there's still two days left in the month technically for them. They were 82 % towards their goal and they were $20,000 ahead of any month yet this year. So, it was just really cool and I brag about that and I talk about that because I want you guys to know the possibilities and one of the things that we did, I told them today, I said the best part about what we do is that we make small tweaks in areas that make massive differences. We're not completely overhauling anything.   we're saying what can we tweak in the best way possible to get a different result than what we're getting. And what we tweaked, one of the biggest pieces that we tweaked was looking at the numbers. They they weren't looking at them. And I remember in January or December, they said, Tiffanie, how are you gonna promise us that we're more profitable? And I said, well, what does more profitable mean? And they were like, well, we're making more profit. I said, well, what profit did you make? They were like, well, don't know.   Okay, well how do we know if we're making more if we don't know what we made? And so really just focusing in and being intentional about looking at the numbers and looking at where we've been and where we can go. It opened their eyes to really even see the possibility because I increased them slightly and it's going to be a massive difference for them and their numbers. And so   I say that, Kristy, I think your warmup and your cool down kind of gave me a little spur of excitement there because we definitely see those seasonalities within dentistry and business ownership too. And something I think that keeps us on track no matter what seasonality we're in is really focusing in and looking at those top KPIs at least. So we can dive and we can go minute and track the smallest things and that's fine too.   But I wanna talk today about really those top four KPIs that every business owner should be looking at. And I can say business owner because realistically, it transfers to any business. I know people who are in, like I've helped chiropractors before, we've helped eye doctors. I've talked with financial advisors about their businesses and marketing companies. they're so, all of it kind of transfers very seamlessly. It's the systems behind it that gets you there that are different for dental.   Kristy, with all of those words that I have said, welcome to the show, sorry for stealing it all. What do you feel like, if I were to say top two KPIs, what would your first two KPIs for any business owner to track really look like? What would they be?   The Dental A Team (05:47) Yeah. Well, I think it has to start with what do we need? What do we need to cover the bills for the month? Because that's our first benchmark, right? Otherwise, all of the numbers are just numbers. We don't really know where we're going. It's funny that you were talking about that TIF because my mind went to, I don't know why in dentistry it's so taboo to talk numbers, but literally, could you imagine if you had to pay your bills for the month and you never opened your bank account?   The Dental A Team (06:16) Yeah, I mean, I've done it and it's really scary. It's stressful. Yeah.   The Dental A Team (06:17) I just, yeah, it's like, is there enough to cover it? Yeah. So   definitely I think the number one benchmark has to know what's our BAM that we have to go for, and then we can start digging into what are our goals to get there.   The Dental A Team (06:36) Yeah, I totally agree. I totally agree. And by bam, she means bare ace minimum, you guys. What does it take to pay those bills and to keep the business thriving? So your bare minimum comes prior to your loans, prior to your owner pay, really prior to savings, right? Prior to profiting. So this is like, if I were to sell today's business, my business today, I was to sell this company to someone else, what are the financial obligations that they would take on?   That's going to be your employee costs, your marketing, your supplies, your rent, all of those pieces, your top line overhead and really figuring that out. And then adding into that, what does it look like to pay my loans, to pay my debt, to pay myself and to profit on top of that? So you get your bare minimum. Yes, I can survive. And then you get your thrive. How do I thrive? How do I pay for the things that and the lifestyle that I want? Now that's my goal.   including some profit to add back into the business later or savings, you know, for those rainy days, for those compressors that go out, all of those fun pieces, making sure we've got that in savings. So I totally agree. Making sure that that benchmark is there and that's going to be your collections, right? But it also transfers right directly back into your production. So those give you your top two KPIs right there where it's your finances. So we're looking at   What do we need to collect? What does my bank account need to have deposited every month in order to thrive? And then within my production, how do I ensure that comes? Now, Kristy, something I see practices do, which I don't necessarily disagree with, I think that it just makes it more difficult than it needs to be, is to track for collections. And so in the huddle, they're like, okay, we need X amount more in collections. The reason that I have opinions on that and is   is because we don't have as much control over the collections as we do over the production. Now, over the counter collections and what our patients owe us, we do. We have control over that, we can get it. And we have some control over insurance to the extent that we're following up, we're submitting and following up correctly, but their timeline to pay us, we have no control over that. So on a Monday, I mean, I've put in myself $80,000 worth of insurance checks on a Monday.   and then gone three weeks like, my gosh, when are we seeing more money? Because it fluctuates so much. So I think having that coll

Kiera is a guest on The Zero Balance Podcast with John Stamper! She and John discuss the advancement of software over the past few years, and why the current culmination — artificial intelligence — isn't something to be skittish around in your practice.  Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners, this is Kiera. And today we are sharing a guest interview I did on another podcast. And it was too valuable not to bring you guys here.   this episode, you're gonna hear this host lead the conversation and then I'll wrap us up at the end. I cannot wait. It was truly one of my most   incredible episodes and I truly hope you enjoy.   John (00:19) What's going on everybody. Welcome to another episode here on The ZeroBalance podcast brought to you by the team at Quanta Suite. Very excited to keep this thing going. Uh, our last conversations and episodes crazy to think it's 2026 already were at the Dykma conference. And I had the privilege of spending time, not only with the Quanta Suite team, but also a lot of great individuals that came on the podcast and talked about what they were seeing in that case, it was in the DSO space. Uh, I'm very excited today to   be with Kiera Dent from the Dental A team. I've known Kiera for many years. We were actually just talking before we came on here live. ⁓ she is doing a lot along with her team to help dental practices, take things to the next level. she's been in dental for many, many years. And so we're going to have a conversation today, ⁓ kind of around all things AI and automation and love to have her, you know, kind of share with all of you what she's seeing, you know, her and her team are working with dental practices on a daily basis. And obviously, you know, the Qantas suite team is, is creating.   their software in an effort to be able to support practices in the RCM world. But Kiera, it's such great to have you here. How you doing?   Kiera (01:26) Oh my gosh, John, it's great to see you again. And I love chatting about all things dentistry. I love having the last name dent. I love dental. love AI. love, um, it's crazy. Dental A Team hits 10 years old this year, which is like absolutely wild. Uh, 2026, I was getting ready to, know, writing my goals out and I was like, Oh my gosh, I turned 40. My husband turns 40. We've been married for 15 years and Dental A Team hits 10 years this year. So   ⁓ and I bring that up only because like, it's like a trifecta of a cool year for me. ⁓ but I think as you were discussing, like being in dental consulting for 10 years, having worked in front office teams, having worked at a dental college, having owned dental practices, having bought and sold, having consulted like 300 plus offices physically, ⁓ watching the DSO emerge, watching AI come in. I just think it's really like such a fun time for us to be in dentistry and so many great advancements and, yeah.   In Dental A Team, we are obsessed with doctors and teams, like getting them aligned, getting them streamlined, helping dentists be like CEOs and owners of their practices. We love ⁓ Josh, we love what he's building in DCS and now in Qantas. We think that they're doing some really fun, incredible things. And Dental A Team, we're just really big on, I think, streamlining dental practices, helping them say yes to more things. So getting them in their vision, getting financially free and profitable.   and then getting systems and team development to support that. And AI is definitely being a big player. And I think dentistry is, it's so fun because it's been such a, like, I think slow roll on evolution in certain ways. Sometimes I think we are very archaic. My husband's in healthcare and medicine and he's like, wait, that's your guys' software. I'm like, don't judge. I know it's a little dated. He's like, they didn't even have that when I started my career 15 years ago. ⁓ But I think,   to watch dentistry evolve into AI and automations and different things. I think we are in such a special time. So yeah, we work with solo practices. We work with multi practices. We work with emerging DSOs. We work with DSOs. We've got consulting for kind of a broad spectrum and kind of our sweet side, like two to five to $10 million practice. ⁓ We definitely have built a lot of things that can help multi offices, but yeah, we really love those offices that are obsessed about team, about culture and about.   just positively impacting the world of dentistry in the greatest way possible. So John, super excited to talk about it. I feel like we just have like so much knowledge to bring to the table and just rift and discuss and give your listeners hopefully a fresh, fun, positive perspective on the world of AI dentistry and of course bringing team and doctor perspectives to the table for you today.   John (04:03) Well, thanks for sharing that. you can see, everybody, Kiera comes with a ton of energy, but it is rooted, as she mentioned, in years of experience in this industry. And here's where I wanted to start, Kiera. So I want to go back maybe like five or six years in dentistry when there was a lot of new software platforms that were coming to dentistry, patient engagement, right? It was like this big giant party and a lot of practices were excited. You may remember though, as someone that works directly with the dental practices with as much   excitement as there was there also was a little bit of overwhelm right because it's like where do we start like how do we build these in and it's funny that you talk about your husband because yes in dentistry these are all somewhat kind of new to the industry and so practices are figuring how to use them and I do feel like okay maybe a couple years ago with like firms like yourself that have really helped these practices figure out how to utilize them they got that under their belt and then   here comes AI, right? And here comes this whole new way for these practices to be able to communicate, you know, task orient and all that stuff. So that's kind of the first place I'd like to start is that when you look at the work that you do now with the dental practices and I say the word AI, where is everybody's heads?   Kiera (05:13) Yeah. and agreed. I think, I think that this is just evolution of business. Like if I were to like even simplify it down, I think dentistry has been so much like we drill teeth, we fill teeth, but I'm like, guys, we have evolved. We don't do wooden teeth anymore. we've evolved and now there's laser and there's PRF and there's more advancements to dentistry that we do. Like I have a practice, I call them my PRF powerhouse and they've added PRF to their practices and we've added multi-millions to their office.   But like, yes, financially, that's been amazing, but their patient care has gone up so much, like the amount of results we're seeing. so when people are like, software's AIs, I'm like, hold on. You have evolved in your dentistry and you've seen how much it's evolved and how much better it is. I mean, the way we used to do crowns compared to how we do crowns, we can do same day crowns. We look at how we do ortho. We look at the different like skill sets that we've been able to add in. I feel like AI is the same thing. And I think when we get a little skittish, that's actually where I feel like we're   at more danger of a society. as I don't want to use the word old John, but I'm like, Hey, if you're not going to innovate and like you're going to die. there's innovate or die. We've got to grow and evolve or we're going to be left behind. And I mean, I think we see that with certain practices who elected no, no, John, I'm not going to have online and online. No, they're going to see my sign. They're going to drive by. This is how I'm going to be. Well, if you don't have an online presence today,   you're pretty much not visible anywhere in the world. No, no, no, John, I'm not going to do Google reviews. I don't need to do Google reviews. Well, Google reviews are how people find you. And now it's becoming AEO where AI is actually now searching for offices. I mean, we just did a trip to Iceland and where did I go? Chat GPT. And where's my next place I go? I go to Instagram, TikTok. What are the best places to go? No, John, I don't need to be on social media. We don't need to have that presence. We have our marketing. We send postcards.   Well, if you're not on Instagram, people are going there now. They go check your Google reviews and then go check your online profile. So I think for dentists to maybe recognize that high five, like you actually have evolved over the last several years. You've evolved. You are morphing and as businesses, it is an innovation or it is a die. And so when we talk about AI, AI is going to be awesome. You guys, AI was created. Like I think so much of the reason it took off is because we had 2020, we shut down.   Then we went through 2021 of the great resignation. We could not find people. You want to talk about hygiene shortages? Well, great. Now we're able to bring in people and you're like, but AI is not going to replace hygiene. Correct. But AI is actually helping with perio charting and different pieces that we're able to utilize. It's cutting down our costs that we're able to have on some of the billing and the revenue cycle management that we actually have alleviated funds to be able to pay the higher costs of hygiene that's offsetting. So our businesses can still be profitable. So when I look at it from a business,   I think guys, welcome to 2026, welcome to AI and get excited about it. And rather than being afraid of it, let's start to embrace and you don't have to be the earliest adopter, but I will say similar to like, I'm not going to join the internet. I'm not going to have

Kiera and Dana dive into the hygienist's mindset (which tends toward patient care over business numbers) and how a doctor can get a full hygiene team on board with metrics and measurables. They touch on the hygienist drought, growing your practice without stepping on your hygienists' toes, setting expectations everyone can agree on, and more. Dana also touches on a hygiene team she worked with for a couple years that went from struggling to hit its goals to hitting even their daily goals 95% of the time. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and today is a great freaking day over there. I get the one and only Dana, Dynamite Dana over there. I did not say the other nickname. If you've been on the podcast for a while, you might know, but Dana, welcome to the show today. How are you?   DAT-Dana (00:16) doing pretty good. Thanks so much for having me. It's not always that I get dedicated, you know, Kiera time. So I'm excited to be here.   The Dental A Team (00:22) I know when Dana and I get a podcast, like it's not always common, but I mean, you guys might start seeing Dana a bit more. I've got a few plans and tricks up my sleeves for Dana. We've been together for a long time. Dana, like donuts with Dana tip. don't remember what that was like dentistry tips or something. You were on a roll. You used to, I think you still do them actually every single week. Um, but Dana, you were just a diehard dedicated and always without, will not share it.   DAT-Dana (00:39) Yeah.   The Dental A Team (00:49) but Dana always has the best story. So if you don't know Dana and you want like a good giggle in your life, you name it. And also Dana is the best with trivia. We do a company end of year party every year and it's always like trivia based. Dana whoops everybody. Like this woman knows facts and stats like nobody's business. So Dana, today's gonna be a fun day because not only is Dana dynamite this way, but we're gonna do a little bit of an office autopsy about a hygiene department. So if you don't know in Dana's Other Life,   Dana used to work at a prison as a hygienist and Dana that still is a trip to me. Like, did you ever get nervous that they were going to take their shackled hands and like stab you with an instrument? I'm truly curious because that's my fear. Let's just talk about that for one second.   DAT-Dana (01:27) Yeah, I mean, there were   a lot of like protocols in place for protection and for safety. But at the end of the day, you knew where you were. you know, yes, there was always I think just a niggling element of I just need to be careful, pay attention beyond my toes. Yeah.   The Dental A Team (01:44) Like you're working with sharp instruments.   I mean, it's not like you doled them out to take them in there. Like we're not going to have a sharp scaler. You get a doled one. Like you got to be in there. But yeah, cause I remember I worked in an office and they would bring in inmates and they would be like handcuffed top to bottom. And the girl would always be like, so what were you in prison for? And I'm like, why are we, why are we poking the bear? Like, why don't we just keep them calm? And like, I don't even want to know. Like, but she did it every time. I was only up there a couple of times consulting them, but.   DAT-Dana (02:04) Thanks.   The Dental A Team (02:13) Anyway, beyond prison, also is an incredible hygienist. So today we wanted to kind of office autopsy because Dana had a practice that she worked with for several years on hygiene and their number one motive and their number one objective was hygiene. And I think that this is such a, it's very delicate because I think dentists want hygienists to produce and as a practice, we want hygienists to produce. And Dana, as a hygienist, you feel, I'm not gonna put words in your mouth, but the assumption I get from a lot of hygienists is   We want to just do great work and we don't want to always have to be looking at numbers. Maybe that's true or not, but like Dana, I want to hear what's kind of like the mindset of hygienist and then how do doctors approach this? And then we'll dig into the practice that you worked with that like really freaking crushed it. But I think like, this is such a, I don't know. I feel like it's a sliver in a practice. Like no one wants to talk about it. Like let's just not touch it so it doesn't hurt. But then it like blows up and people are like, my freaking hygienist aren't producing and they don't want to like tick them off because no one's there.   So let's talk about it, because is that how hygienists feel and how do you win over hygiene?   DAT-Dana (03:12) Yeah,   I think it's a mindset. I think it's a difference in mindset, right? I think dentists are always looking at the business side of it because oftentimes the dentists are the business owners and hygiene, their mindset is patient care. And so the easiest way I think to get alignment on that is you actually are caring about the same thing. You just don't realize it. And so it is getting alignment in like numbers tell us   how we are doing in patient care truly. So getting a hygiene team to understand that, getting them aligned that.   No numbers aren't everything, but actually numbers tell you exactly the thing that you care about most. ⁓ And so I feel like they look at it from different angles. And if you can get them aligned and actually it is the same thing and numbers tell you hygienist, the thing that you care about most, which is patient care and making sure that every patient leaves your chair happy, healthier than when they walked in. Understanding that the numbers will tell you how well you're doing at that. ⁓   It's definitely a mindset shift, but I think once you can get them aligned with that and then understand that you're truly talking the same thing, it's a game changer.   The Dental A Team (04:25) I love that Dana and as you were saying that it made me think of like when we do a practice assessment with a practice when they're reaching out to work with us or just wanting clarity the first question one of our first questions is like do you have a 10-year vision that you and your team are rallied around and as you were saying that Dana I thought about okay well if our hygiene department has a vision that we're all rallied around so let's say it's patient care well then the next question always that follows is how do we know if we're having excellent patient care and it's something that can't be a feeling   because we've got to be able to track and measure just like I can't say that I'm the best basketball player, but I have no way to prove that and measure it. My husband's in pharmacy and he's always like, if you're the best, then just freaking prove it, like stats and number it. Like, why do you have to it on feelings? Like, ⁓ it's such a hard thing because then we really never as a hygiene department know, like, are we really doing the best patient care? So then we make actual stats of, okay, great, we have this many perio patients. Like, this is our perio percentage. This is our fluoride percentage.   This is how many reviews that we get, this is how many patients are leaving on time. And then like, this is how we know that we're like hitting our daily goal to make sure we're not missing like our FMXs or different things that need to be done on a regular basis. So as you said that, I thought like even a way to get hygiene teams on board is like, what is our vision? Like you said, and then how do we truly measure that? We got to have actual stats with that. It can't just be the warm fuzzies of I think I'm doing well because what's crazy is I can think I'm doing well and then I have to go run a mile.   And I'm like, no, I've been doing my cardio. Like I'm really a great runner. And then it's like, I ran a mile in 15 minutes and people are like, are you even running? Like until I track and measure, there's no way to improve. And so I think it's when people realize like, that's the only reason we're doing it is to see like, hey, if we've got the best patient care, then like, let's prove it, let's document it. So that way we're confident in that as well. So Dana, I'm curious, I'm a dentist. How do I get my hygiene team on board that there's gonna be a consultant that's gonna like make them?   track number, like what do people even say to make a hygienist, which is you like get on board with this idea. And then Dana, we're going to dig into like how you help turn around a hygiene team. So A though, how does this dentist get his hygienist on board or hers?   DAT-Dana (06:29) Yeah,   I think it's an open and honest conversation of just like you said, like, give me give me descriptors of what an amazing hygiene department looks like to you. If you worked in an office and you said you walked in and this was the best hygiene team you've ever worked with you've ever been a part of what does that look like? And oftentimes that will lead to conversations about patient care about those things. And then it is okay, guys, how do we know, right? I   I want you guys to be the best hygiene team. probably sit here and think you are the best hygiene team. How do I know that though? And then you start to attach those metrics and those measurables to say, hey, like, we want to be this. We, we feel like maybe we even are but how do we know for sure? And I think that it's an opening that conversation and as well as like the   Best part of, yes, I worked very solo for many years in the prison, but when I went into private practice or when I got to temp in offices, the best thing that I loved was getting to learn from my other hygienists. And so we're going to get alignment. We're going to learn a lot from each othe

This episode is all about your vision for your practice, and how you can use it to propel growth and success. Tiff and Dana share how to create a vision that's true to you, how to get your team members bought in, how to set goals according to that vision, and so much more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review The Dental A Team (00:00) Hello Dental A Team listeners. We are so excited to be here with you today. You know that the consultant takeover section here, I don't know if that's even still what we call it, but that's what we call it, Dana and I call it, because that's where OG status, know, like Donuts with Dana came on the other day. I was like, oh, I do miss Donuts. Anyways, we're here with you today, you guys. are, gosh, almost done with Q1 by the time this releases. It's wild. It's, you know, and I think we say this every year probably,   I know January every year we're like, this is the longest month of our lives. But then we get to the end of January, we're like, that went so fast. Where did the time go? And then from there, just doesn't stop. It just doesn't stop.   DAT-Dana (00:40) I know, feel like January   is 12 weeks long and then the rest of the year is like two.   The Dental A Team (00:43) Yeah, it's so   true. Yeah, especially February, which I know February is quote unquote a short month. But I'm like, does that two days seriously mean we lost two weeks? Because that's what it feels like. I don't understand it. Time, it's all relative, right? We just make it up anyways. So that's why. That's why, because we just make it up anyways. So Dana, we just recorded a really fun podcast. I actually really, really loved that one on overhead.   DAT-Dana (00:57) Yeah. Mm-hmm. Yeah.   The Dental A Team (01:13) listen to that one yet about why not to cut your team members. Go listen to that too. You don't have to listen to it first. You don't have listen to it today. I don't care. Just listen to it sometime. But I think that it really actually coincides really well with this podcast topic that we're talking about today as well. And on a side note to all of you listeners out there, if you ever have podcast topics, things that you want to hear about, please let us know. You guys, we create these. Actually, our marketing company creates these based on like,   what's relevant in the dental industry right now, but you know, Kiera does a ton of podcasts. We do a ton of podcasts. We're always really happy to add things in that you feel you're seeing in your practice, because if you're seeing it, the likelihood is that other people are seeing it as well. And that's why we focus so heavily at the Dental A Team on community, because we really want you guys talking to each other. So that includes this. That's my little plug for Please Send Us Ideas. Thank you. Thank you.   ⁓ But this one, this one's fun too. I think we do, honestly we do a lot of really fun things at the Dental A Team. ⁓ I think, I mentioned it on the last one, but Dana I think for me at least, focusing on the people first actually really, really drives me. It makes me feel like we're in we're in a stale business sometimes, you know? Like it's.   ever-changing, dentistry grows and it changes, but kind of not at the same time. It's kind of also stale, especially when it comes to team members.   DAT-Dana (02:41) And then it makes no teeth, right?   And so it can only expand and grow so much and sure, has it made leaps and bounds? Absolutely. But again, it is still teeth and the business of dentistry.   The Dental A Team (02:48) Yeah.   I agree. So I think adding in that human side of it, the people side, gives us purpose. And I think probably in any business, right, I think Aaron's a financial advisor and if he didn't, he loves the people aspect of it. He really, he became a financial advisor to help people grow their finances, to help people retire successfully and he loves nothing more than being able to help someone see that path.   And I know not all advisors are that way and not all consultants, dental consultants are that way, but I think that purpose driven piece is what separates any business from the other ones. Yeah.   DAT-Dana (03:34) Yeah, and I think   at the of the day, it's people taking care of other people. And so it is a people industry. I think we always think of it as, it's healthcare, right, for sure. But it really is people taking care of people, so.   The Dental A Team (03:46) Yeah, yeah, good point. All right, well that's our philosophical piece. I loved it. And on that same vein though, that same note is really, ⁓ today we want to talk about vision-driven growth. And I think to me, Dana, when I saw this topic, I thought vision-driven growth, Realistically, it's just like, for me, it's having the map. It's kind like a treasure hunt.   DAT-Dana (03:50) Okay.   The Dental A Team (04:12) I feel like and it's having the map with that X on it, then I can say, okay, this is how I'm going to get there. And I think when we think of growth and in dentistry, I think 10 years ago, 15 years ago, growth was seven to 10 % every year. And like getting that new thing, like my growth this year is gonna be I'm gonna get a new Pano machine or I'm gonna add an operatory or I'm going to, it was like very physical.   And I think now, vision-driven growth, I think now what we're noticing and seeing is that we're dreaming more and we're applying that vision-driven growth, meaning this is what I'm gonna do, this is the physical of what needs to happen because I want to see this thing come to fruition. And that vision of, typically it's like an impact-driven vision, right? Like what was I put on this earth to do? What is my purpose and how is my business serving that purpose?   The reason that I like that so much better than just the physical piece of it is because Dana, think as a team member, I remember sitting there and being like, cool, 2.5 sounds great, but it doesn't mean anything to me. Like 2.5, 3 million. I remember when our goal was like, we started at 1.2, and I remember the year that we were like, 3.5. And I was like, this is weird, but like, I don't even know. I literally can't even fathom what $3.5 million looks like.   Right, it literally meant nothing to me. So nothing about my drive or how I showed up changed. I was just like, okay, cool. So now our goal is this and we schedule enough to reach that goal. That sounds great. But I think Dana when it's like, we wanna reach for us, we wanna reach this many practices, we wanna reach this many people. It just makes such a big difference. So I think, I don't know from a team member standpoint,   I don't, I can't get on board with this stale goal.   DAT-Dana (06:16) to know why I'm doing what I'm doing every single day, right? I have to like, as a team member, those are always questions that like, like, why do we want to get there? Why do we need to get there? What does getting there do for us? What does getting there mean we serve? Like, those are the things that I think team members ask. And so I think practices that lead with a vision and look at the vision for the growth, like you get team members bought in, you get team members understanding and wanting to be a part of it, it makes   So many things easier to it makes hard conversations easier, right? Because it doesn't align with the vision It makes growth conversations so much easier and oftentimes think about like, you know I'm always looking at like the physical fitness space, right? Because that's super important to me. And so if I can sit here and say like well, I want to get stronger this year Great, but what what do I mean by that? Why do I want to do that? like do I want to do that because if I know that I want to do that because   I don't know, I want to race my kid down the street and I want to be faster or I want to be able to just like be there for them forever or I want to not have joint pain or whatever it is that like, why do I want to get stronger? I'm so much more intuitive in like the pieces that I do to get there. If I know that like I don't want my joints to hurt, then the exercises that I pick are going to look very, very different than like, if I want to be the fastest mom in the neighborhood.   right? Well, I do to be the fastest mom in the neighborhood looks very different than if I'm just looking at my joints, right? Because I probably am not going to be running a ton if it's my choice that are and why I want to be there. So I think like when you have a vision and when you know why it also helps you map your roadmap out to be much more clear and and have team members that are just much more bought in because they know why we're doing that they know what   The Dental A Team (07:40) Mm-hmm.   Fair.   DAT-Dana (08:07) we're going to get out of doing that. Whether it's we get to now treat a thousand more patients, whether it is we get to bring in another doctor, whether it is we get to bring on new team members that we get to connect with.   The Dental A Team (08:19) Yeah, I totally agree. I love the fitness aspect because it's so easily relatable. think for anyone, whether you're into fitness or not, it's an easy, tangible piece to relate to. ⁓ And I think with that, it's like you set your goal, right? And then you work backwards. Same with your vision driven goal. Like my goal was always when Brody was little, I remember the day that I was like, I will not huff up these stairs anymore. I will not tell my kid we got to play later because I'm tired.   ever again. Like this is not okay. And so, and it wasn't even just the weight loss. wasn't like, it was literally just being physically fit enough that I could keep up with my kid was my goal. And then they grow up and they're 17 and you got to find a new reason. But t

Kiera is a guest on The Extraction, a podcast by TeamCare, to talk about accountability without the drama. She, along with co-hosts Kyle Bergman and Dr. Sharon Bleiler, discuss the sometimes difficult realities of what it takes to be a good leader versus a great leader.  Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners, this is Kiera. And today we are sharing a guest interview I did on another podcast. And it was too valuable not to bring you guys here.   this episode, you're gonna hear this host lead the conversation and then I'll wrap us up at the end. I cannot wait. It was truly one of my   episodes and I truly hope you enjoy.   The Dental A Team (00:18) everyone and welcome back to The Extraction podcast. Your cohost Kyle here today with my cohost and the co-founder of TeamCare, Dr. Sharon Bleiler. And today we are joined by Kiera Dent, who is the CEO and founder of Dental A Team, a consulting and training company focused on profitability, systems, accountability.   culture and leadership in dental practices. Kiera has worked nearly every role inside of a practice, which is a big part of why her content lands with both owners and teams. So in this episode, we are going to be riffing a little bit about everything and anything that goes into making a practice smarter, scaling from a leadership, bonding. We're going to talk a little bit about AI and efficiency. And so stick around. This is a good one. Kiera.   Welcome to The Extraction. How are you? Amazing guys. Thank you so much for having me. I've been super pumped to get on the podcast. Definitely a big fan over here. Excited to just rift on all things dental. I mean, my last name is Dent. So it's definitely my cup of tea here and excited to be with you guys today. So thanks for the warm welcome. Absolutely. And thank you again for taking the time to join us. I know you're super busy and congrats on all the success you've had building dental.   A team. One of the first questions I love to ask is what brought you to the dental industry? Not necessarily something that people grow up aspiring to be back when we want to be firefighters, astronauts or Olympians, but what brought you into it? Curious. mean, great question. It's funny. I remember in first grade, my teacher, Mrs. Larson had us like right out where we wanted to be. You guys, I have gone all over the map. I went from being like, I wanted to be a hotel cleaner. That was a big dream of mine. I was like, I want to be a hotel.   cleaner mom, like it's gonna be amazing to wanting to be a vet. I don't even really like animals. Like you can judge me harshly right now. And I was like, vet all the way up to I wanted to have, I wanted to break the world record and have 99 kids because I was like, listen, and then I'll just have like, I had already thought in processes at that point in my life. Like if I just like meet with them like one day a year, I could see each of them three times a year to then being like, listen, I just want to like wear scrubs for my life. And so was either like be a nurse and learn the whole body or be a dental assistant and just learn the mouth.   So that's actually what got me into dentistry was the desire to wear scrubs. Also, I became varsity tennis player, not because I love varsity, I just wanted to wear the cute skirt. Like that was really my motive in life. So I clearly am like a mixed bag over here of why I got here. But I actually then got into dental assisting. It was very fun, loved it. And then I went to college and I was trying to figure out what I wanted to do. I settled on wanting to be a marriage and family therapist. And I remember   I was sitting in my interview, I was in Oklahoma and I was interviewing to get my degree and master's get accepted to school. They asked me questions and I was thinking about my patients back at the dental office. And it was a, I call these like the pivotal moments where I sat there and was like, Keara, do you really want to be a marriage and family therapist? The fact that you're sitting in this interview, you've worked hard. mean, passing the GRE is freaking hard. So like even to get there, I was like, do you actually want to be this marriage and family therapist? And it was a moment where I was like,   I think I actually absolutely love dentistry and that's where I'm meant to be and what I love to do. And then you fast forward a little bit further and now we're in consulting and I feel like I've been able to blend my love of the marriage and family therapy, of the love of people and wanting to solve problems, but I get to do it in a space of dentistry that I feel is just magical to change lives. So that's kind of my like roundabout random story of going from hotel cleaner to veterinarian to becoming a dental consultant. And I feel like I really did that like sweet landing of a space that I'm obsessed with of helping people.   And I say, dentistry is my platform, life is my passion, and to be able to bring that to the table is very fun. Kiera, that makes so much sense that you married those two because I watched your video on your website, and I've been a dentist for a while, and you you hit it out of the park. As soon as I watched it, I'm like, yes, it's really hard. Yes, you love it, but yes, you're trying, you always have, I always say like you have one wheel off the wagon and you're always trying to get it back together. that you were in counseling and yeah, you got it.   Thank you. In our research of looking at what you've done, Kiera, I see a lot of similarities in your leadership style along with Dr. Sharon's here. One of my favorite all time quotes from any human is when Dr. Sharon said, you know why I'm a good dentist and a good manager and a good owner, Kyle? It's because I raised four kids. It's because I was a mother.   Because I was a mom first. You talk a lot about accountability without drama. Noble Dentistry, our in-house brand underneath TeamCare, is run equal parts Iron Fist and a lot of empathy. Everyone there, it's an excellent practice. 14 operatories, seven associate doctors, millions of dollars a year. It got there under the leadership of Dr. Sharon and the incredible technology that builds Power's TeamCare.   But Dr. Sharon lives and breathes set every day, accountability without drama, being direct with people, having meaningful conversations. What in your experience does that actually look like in a real office? Yeah, well, mean, Dr. Sharon, I love your story and I love what you've built. I think like powerhouse and that is not an easy feat. with physically my body's been, think, in over 300 dental practices in the course of my career. Our team, think, has physically been in over a thousand. So like...   To say that I've seen a few dental practices in my time is not a lie. And to see people that are able to grow to the magnitude that you've been able to is something that I think there are, there are traits, there are characteristics, there are pieces. And it was interesting because I think like one, you're an insane example and everybody listening, like kudos because you've got a great example. Dr. Sharon, I'm freaking proud of you and I love what you've built and I love what you've created and.   Everybody listening is really lucky to be able to hear your successes and to learn from you. The second thing I want to say is we had an in-person mastermind with our doctors and we bring them all together and it was something I did not want to do. Like literally I was like, I'm not doing masterminds guys, like everybody does masterminds and our doctors like, Kiera, please bring us together. And I'm like, listen, this is not my cup of tea. Like I'm a girl who loves to be on stage, but then I definitely love to just like shut it off and not be on stage anymore.   Events, feel like they just linger longer forever. So I am the girl who puts on an event and then you don't see me at all. Like it's like a goodbye, wave goodbye to the children, send them on their way. And like, I don't want to see you until the next morning. And, but I noticed in there that when you ask about the questions of accountability and iron fist and different things, there was a moment that I hadn't realized until just two weeks ago. And I've even watched myself, we're 10 years into the company now. And I think that there's an evolution of leadership. And I think Dr. Sharon, you'd probably agree to this that.   I think there's the firefighter stage when you first start and you're like bros and gals with your team. And you're really in this like, I want to be best friends. And I actually think it blurs the lines of accountability really hard for these new owners, but they want to keep the team and they want to have good vibes. Like I was talking to a tennis the other day and she's like, I just love my practice. She's three months in Dr. Sharon. So we know she's still in like the honeymoon phase. And she's like, I just love my team and they're so great. And we just like all have the best thing and we hang out all the time. And it's just great vibes.   And I thought, honey, I'm so freaking pumped for you to experience. It's Sharon's laughing. She's like, you get it, you have it, you understand. I think that as you evolve, you start to recognize, and I said this quote the other day to a dentist, said, there will be points in your career that you are loved, there will be points in your career that you are hated, but I hope where you actually land is respected. And I think when you can have the filter of, how can I be a respected team leader? How can I be a respected CEO?   You start to make decisions of accountability that are firm, that are fair, that are consistent. And that is what teams ultimately are looking for. They're not looking for you to be b

Does it seem like there are communication troubles in your practice? Spoiler alert: That usually has to do with accountability. Kiera and Dana riff on why creating an accountability ladder a) isn't as difficult as you think, and b) will save tons of time, energy, and money. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and I've got the one and only Dana back with me today. I wanted to podcast with Dana, so I ⁓ maybe selfishly took her for two podcasts today. So Dana, welcome back to the podcast. How are you today?   DAT-Dana (00:12) Doing pretty good, I'm ready for round two.   The Dental A Team (00:15) Good. I do love podcasting because Dana and I were just able to rift and jive and it's fun. I think when you work with people for quite a while and you both have a ton of passion, makes podcasting very easy. So Dana, I wanted to just kick us off today on, I think, accountable teams. I think accountability is a buzzword in practices and people might be like, womp, womp, accountability. But I'm going to say like, no, it's not womp, womp. It's a, if you don't have accountability, your team is freaking chaos. And yet I think   offices don't want to have accountability and then we're going to do a pivot of like what happens if your doctor doesn't want to be accountable. So tune in. I hope you guys are ready. We're going to dive into it because it happens and I don't just think it's teams that aren't accountable. It's also doctors that aren't accountable. Like what do do because if accountability is such a like ick and issue and constant stressor for everybody. Well, like what the heck? Like how do we, how do we fix this and overcome? So Dana, let's dig in. Let's talk about like   I'm gonna just walk us through. It's gonna be a short rift today, but walk me through like, we get new offices. And I found that usually the number one issue they have is communication, which usually leads down to accountability. That's at least what I find. But I think that it's like, well, where do you start and how do you know like, is my team accountable? Is it not like, what do accountable teams look like? What do accountable teams not look like? Walk me down through like what you see in the practices you consult.   DAT-Dana (01:35) Yeah, I agree with you. It typically will come down to communication. And so when I talk to a team about accountability, I always say, there's accountability ladder, right? So we have to hold ourselves accountable first, right? Then we've got leadership team to hold us accountable. And then we've got practice owner typically there at the top. But there's always a caveat to that. And that is it has to be seen from the top down. So yes, we have to hold those lines. We have to follow those ladders as far as the chain of accountability. But   the tone for accountability is set from the top down. So if we don't have an accountable practice owner, we're probably not gonna have accountable leaders, which means we're not gonna have an accountable team. And so that's usually how I kind of open that discussion and that it does really come down to communication and some personal integrity, right? If we say we're gonna do something, do it. And if we notice that somebody isn't, have the conversation. So like you said, it really truly comes down to 100%.   of communication ⁓ and clear expectations.   The Dental A Team (02:39) Yeah. Gosh, Dana, like I love the accountability letter. Thank you. I have not heard that from you. So I think that's a fun, like you're right. It does start as you. And then it goes to your leadership team or your direct manager. And then it goes to the practice owner. And as you said that, just thought like, my husband and I were chatting the other day and something Jason, hi, I don't know why I do the things I do half the time. Jason and I were watching love is blind. So we decided to say like, okay, if we were in the pods, what questions would we ask each other?   And Jason, think Jason is a very, uh, he hears what's not being said. And Jason said, I would ask the question of what things are going to make it really easy to be in a relationship with you and what things are going to make it really hard to be in a relationship with you. And I was like, that's pretty good. Pretty great question. And I told Jason, I said, like, one of the things for me with Jason is a lot of times Jason, feel, um, tries to kind of like form himself into the relationship he is. And so he'll maybe not say everything a hundred percent the way like,   Like we had an issue and he was like, you know, like, and tried to just like almost sugar coat it for the person. And I, I called JSAO. I was like, Jay, why, like, why, why don't you just say like, I'm sorry. And Jason told me, he said like, well, in this scenario I'm embarrassed because I didn't do X, Y, or Z. And, ⁓ gosh, this is coming from years and years and years of coaching. ⁓ so that's the only reason I was able to see it. And thankfully Jason and I have a very open relationship where like he tells me like the hardest thing for me is like, girl, you gotta let go of control. think Dana would agree.   Like I need to just let go and like trust people like that is my zone. So he will call me out of like care. That's like you're controlling, like just let it go. Thank you. ⁓ and for him, I was like, just having that personal integrity, I know will give you confidence cause I've done it as well. So for example, if I'm embarrassed with something, say like, Hey, I missed that and I'm really sorry. Like I dropped the ball, but even in those small little instances of like, I don't know if like Dana, I was supposed to do a podcast and I messed up with her. It's like, Hey Dana, I'm real sorry. I dropped the ball on that podcast.   You can count on me in the future to do X, Y, Z. And in those small little subtle areas, I think that that's where you start to build personal accountability and confidence. And then like you said, Dana, it then is like peer to peer. And I know it gets weird and people are like, I'd rather not tell my team. I'm like, really? Cause let's just play, let's play the game. We either tell our team members and we have direct honest communication where we're able to have that. Or we sit in artificial harmony where everyone's walking on eggshells. Like you choose me, which practice you actually want to live in. And then that's also going to help us start to have that.   And I do think, Dana, like as consultants, it's really fun to be able to open the floor to teach people like, okay, let's start with ourselves. And like, this is how we're going to have personal integrity. Like you literally say what you, if you tell someone you're going to get back to them by Friday, you get back to them by Friday. And we start with these little accountability check-ins. Like if you messed up, you take ownership for that and you say what people can count on you for. Then we go into like this week, everyone's going to hold each other accountable to one thing. So everybody's going to do that together. Like   We all know everyone's got the floor. We go around the room and ask like, Dana, are you good if people hold you accountable? If they see something and she's like, yes, you get every person to say yes, because now we've got buy-in from the team. We have it. Now they all start to hold to their accountable. And Dana, I guess the question is like, does this really work or is this just consultant theory of like a pipe dream that nobody actually ever gets to?   DAT-Dana (05:51) ⁓ I I truly and honestly think it actually works I think that people just have to be willing to dig in they have to be willing to get a little bit uncomfortable and they have to be willing to work on communication so never am I like okay just freely go and have these conversations right we talk about how to communicate we talk about like have you noticed somebody isn't receiving what you said very well right read body language and understand hey this is what I wanted you to hear it looks like maybe that upset you a little bit   The Dental A Team (06:07) You   DAT-Dana (06:21) Can you tell me where I maybe lost it or can I start over? So it really then truly comes down to breaking down communication. And I think that teams that can learn to navigate conflict, that can learn to navigate these hard conversations, I honestly and truly feel like it is doable.   The Dental A Team (06:24) Mm-hmm.   And I agree with you, Dana, because we've watched it and I have teams, your highest producing less stressed practices are the ones that are accountable. And like you said, it starts top down. So, and what I can count on, and it's always crazy because I can tell if I give a doctor action items within our coaching call, if they get them back to me within the week, I know that team's going to be an accountable team. If that doctor misses every coaching call and gives me excuses every time, I know the team's going to be a struggle.   and the doctor's going to blame the team and say, team's not accountable. And Dana and I have the really fun job of saying, well, let's first work on action items with us. Because if you can get to be like, if you tell me you're going give this to me by Friday, I'm going to expect you to get it to me by Friday. Because it's those small micro integrity pieces that I feel people don't think are important. But to me, I feel like it's the floodgate to saying, like, do we actually do what we say we're going to do? Or is it just a free for all? Like, we just talk nonsense and it doesn't matter.   And I think owners and doctors, like if you tell your team you're going to produce, you got to produce. If you tell your team that these are the goals, but you're not wi

Does your P&L team cost feel high? Tiff and Dana provide insight on how to reduce your overhead besides scaling back team members. There could be easy solutions, from cleaning up definitions and job descriptions in your ops manual, to facing the numbers when it comes to debt, and many more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello Dental A Team listeners. I am here with you today ⁓ with Dana. Dana, you know, is one of my favorite humans on earth. We are starting our Monday with you guys. And I know it may not be Monday while you're listening to this, but you know these are pre-recorded, these aren't live. That's not a shock to you. So we record these on Mondays and Fridays. And Dana has been so gracious to share her Monday morning with us. Dana, how are you on this beautiful day?   DAT-Dana (00:27) I'm doing pretty good. I know I'm loving the weather right now. As you know, I'm like a sunshine lizard, right? So I love the sunshine we're getting right now. And I love some extra tip time on a Monday. It's a great start to the week.   The Dental A Team (00:30) beautiful.   I agree, I agree. was like, yesterday I was like, oh gosh, what is tomorrow? know, like, because I had prep the week before, I think we all kind of prep, but then Sunday you're like, wait a second though, what was that again? I've had two days to forget what I'm supposed to be doing tomorrow. And I checked, I'm like, oh yeah, podcasting with Dana is gonna be so great. So we're here today with you and Dana, this one's a really fun topic. I know you and I, notoriously, if anyone goes back into the archives and listens to the other 5,000,   It feels as though it's been 5,000 podcasts on operations manuals that we've done. That's just Dana's fun girl for that. But today is team related but less about training and kind of operations manually kind of things. And I think it's just a really fun version of a team aspect. And I say that because this is coming at it from a business standpoint. I think you guys all know that Dental A Team focuses on profit.   and profitability, but we focus first and foremost on happy people and having a fantastic business that can support your personal life, but then also having a fantastic business that supports an awesome team. And so being team focused and being people focused first, we truly believe that that's what creates a business that's sustainable over a lifetime and gets that profit for you. If we went profit first, not the book, we love the book. If we went profit first and never the people,   I think we would just be doing you a disservice. So today is all about how to get profitable, how to be profitable without sacrificing the team. And Dana, I know you and I, I think our whole company is really, really strong in this belief, but you and I specifically very, very strongly believe that treating the team right and not looking at the team for the cuts in the overhead is, that's how we start. So I'm gonna.   Just pick your brain some today, Dana. First of all, what are you seeing today? It's 2026, recording this. It's close to the beginning of the year. We're about almost done with Q1, honestly. So I'm flying by, but we're getting towards the end of Q1. But with that, we've had some financials. I don't know why, but in my world, financials are hard to come by this year. I love you CPAs, and I'm just hoping that we can get a little bit better towards Q2.   But so far in the financials, what are you starting to see and what did you see out of 2025 with your clients? What kind of trends were you noticing?   DAT-Dana (03:14) Yeah, think ⁓ financials, know expenses going up in different areas, a lot of that expense does come from team members. A lot of my conversations right now are like how do I show my team appreciation? How do I create things for my team when it comes to pay increase raises, things like that. ⁓   and still keep my payroll within where it should be. So a lot of team pieces are part of these financial conversations, I think even pretty heavy in 2026.   The Dental A Team (03:46) Yeah, totally agree with you. I've seen those same things and towards the end of the year too, was like Christmas bonuses. I know you and I worked, we talked about it. So I know, I know at least you and I did. I'm sure the rest of the team did too, but we talked about it towards the beginning of last year, I think on a podcast of making sure that we were getting our clients prepped to give bonuses. So they're saving some little acorns every month over in a bucket for that. So hopefully it didn't hit them, but it still looks ugly on the PNL no matter what, you pull wherever you're pulling that money from. So.   I totally agree. And then I do think wage increases. I mean, if we compare 2018, 2019 to today, drastic difference. And I know, I think in our brains, it doesn't feel like COVID was that long ago. It feels like it was yesterday, but gosh, like 2017, 2018, 2019, those were the years of like dentistry. Dentistry was really doing well for team's sake at least. It was easy to find people. You could pay people whatever you wanted. Like people really worked for their dollar.   And then you flash forward now it's been, gosh, almost seven, eight years since that time period. when we, in dentistry, when it comes, and this is just my opinion, when it comes to pay and team pay, I think that we are all still very much stuck in seven, eight years, nine years ago, like time period. And we forget because COVID, the emphasis on COVID and the emphasis on the   the world as it is today and all of our, gosh, attention is being so distracted by all of that stuff that it's almost like that time just disappeared. We didn't live that time. so team pay wise, we're still stuck back there, but the inflation and the reality is if you compared 2007 to 2017,   You would never pay someone what we were paying in 2007 in 2017. Those, those pays would be so different. But I think we're trying to like transplant that still today of the gold, the golden years, the good old days of what money was back then, forgetting that that much time has elapsed in the middle. And we're just truly not caught up yet in my opinion. So I don't know, Dana, is that just me? Do you feel that that we just like, we lost years. like just forward jumped.   DAT-Dana (06:07) Yeah.   Yeah, I feel like it was kind of like a time warp and I feel like especially in dentistry because I don't think dentistry hurt a ton as far as what we were able to produce. But I think that there was a big time warp when it came to salary increases and things like that. And I'm talking about that a lot on my calls because you know, yes, is it astounding that we're paying people in the dentistry where what we are right now. But again, I always say look at your area, what is fair for your area, what is competitive for your area because these team members bring value.   The Dental A Team (06:13) Yeah.   DAT-Dana (06:39) that is associated to the salary that we're looking at and while yes it has made a big jump I think sometimes it's just shocking how specific areas too have seen bigger jumps than others ⁓ but I do feel like we kind of got lost in time there for a while.   The Dental A Team (06:55) Yeah, yeah, I totally agree. was having a conversation the other day with someone about dentistry and he is like newly exposed to dentistry and a financial aspect. And I've been in dentistry, you've been in dentistry like it was in high school, right? We've been in dentistry since we were kids and it's kind of just what we know. But watching someone come into dentistry from the outside as an adult, as a professional, as a business person, he's like, this is kind of wild. the way that, and he's like, why don't we just like.   focus on quality people paying value for quality people. He's like, I feel like these practices might be able to hire less people to do the job because you're hiring quality people paying them well to do the job instead of hiring two, three people to do one job. that's another tangent. Goes into overhead for sure because I think that that's the space where   When you're talking about overhead, when we're looking at P &Ls and we see this 33 % to 35 % marker on team cost, and our standards and dental industry standards across the country still say it should be 28 to 30%, but now we're seeing 33 to 35 % California, it's like 42 % sometimes. That makes, I think, business owners and CPAs and professionals go, wait a second.   you're high and you have too many team members or you're too high, you're paying too much. And the reality is for us, like no, there's a missing piece and possibly, I mean, I've scaled back teams before that it's like, gosh, you do have three people doing one job because their jobs are so jumbled. So clearing up definitions and job descriptions go back to our operations manual days. Like clearing those pieces up, I think solves a lot of ⁓   team capacity issues and overpaying, whether you get rid of team members or not, them doing their prospective jobs helps to make them, it's just clearer. We're more effective, there's less overtime, there's more productivity when we're super clear on our position. So that does help, but I've I've cleaned some of that up, but then Dana, when we go in and practices, doctors are like, I'm heavy in my team. Are you?   Or can we look somewhere else? where are other areas that where, like, what are your markers? I know what mine are. Like, what are your markers? You look in and you're like, okay, team is there, but where are these other pieces? What are you looking for when you're trying to reduce overhead without touching the team?   DAT-Dana (09:32) So usually when I'm looking at that first and foremost, wanna make sure, ri