Dental consulting
Know your numbers. Then know what to do about them.
Need help understanding your analytics, or help running the office? Work with a consultant who has done the job, and who starts from your real numbers instead of a generic playbook.
Led by
Rosemary Espinoza
Lead consultant, Pulse Dental
20+ years
in dental office management and the day-to-day of running a practice.
What we work on
The parts of the office that move the numbers.
Every engagement is shaped to the office, and most of them touch these six areas.
Production
Where the schedule has room, which procedures are being planned but not done, and what each provider's day is worth.
Collections
What is owed, how old it is, which claims are stuck, and a routine for working them every week.
Treatment planning
How treatment is planned and presented, how many patients say yes, and how to follow up on the ones who did not book.
Staff training
Phone skills, scheduling, financial conversations and recall, taught to the people who do them.
Software and practice management
Getting more out of your practice management system, so the numbers going in are right and the team is not working around it.
Using your analytics
Which pages to open each morning, each week and each month, and what to do about what they show.
Packages
Three ways to work together.
Start small and move up if it is useful. Every package begins with the same free call.
Numbers Review
You have the dashboard and want someone to tell you what it is saying.
$495
one time
- A 60-minute video session with Rosemary, on your own numbers
- Production, collections, what is owed, schedule and treatment acceptance read together
- The three things most worth fixing first, in writing
- A 90-day plan with a target for each one, set as goals in Pulse
Our recommendation
Practice Coaching
You want steady improvement and someone holding the plan with you.
$1,250
a month, three-month minimum
- Everything in the Numbers Review to start
- A monthly working session with the owner or office manager
- A mid-month check-in on the numbers
- Plans for production, collections, scheduling and follow-up calls
- Monthly goals kept current in Pulse, with a written recap after each session
- Questions by email between sessions
Team Training and Systems
The plan is clear and the team needs the skills and routines to carry it out.
Custom
quoted to your office
- Front office training: scheduling, confirmations, recall and reactivation calls
- Treatment planning and presenting treatment, including the money conversation
- Collections and insurance follow-up routines
- Practice management software training
- Morning huddle and office manager routines
- Remote or at your office, sized to your team
Consulting is separate from your Pulse Dental Insights subscription.
How it works
From first call to a plan you can check.
Example
Questions
Before you call.
- Do I need Pulse to work with you?
- The packages are built around your Pulse dashboard, because it is how we both see the same numbers without anyone exporting reports. If you are not on Pulse yet, start with the call and we will tell you what is possible.
- We are not on Open Dental. Can you still help?
- Tell us what you use. Training and coaching do not depend on the software, and we are adding practice systems to Pulse based on who asks.
- Is this remote or in person?
- Sessions are by video. Team training can be remote or at your office, which is part of the quote.
- Who will I be working with?
- Rosemary Espinoza, who leads every engagement.
Schedule a call
Twenty minutes, free, with no obligation.
Tell us about your office and what you would like to improve. We will reply with times for a call with Rosemary Espinoza.