This podcast educates and trains dental practice owners how to create automatic recurring revenue from patients via membership plans, Artificial Intelligence and automations in a dental practice.
Connect with Adrian Lefler & My Social Practice:
https://www.mysocialpractice.com
If you enjoyed this episode, subscribe to The Automatic Patient Podcast, leave a review, and share it with another dentist or marketing leader looking to future-proof their practice.
Start Your Patient Membership Program with BoomCloud™ - www.boomcloudapps.com
Jordon Comstock - BoomCloudapps.com
Dr. Dan Nelson - Elevation Association
In this episode, Jordon Comstock and Dan from Elevation Association continue their deep dive into the realities of PPO dependence, fee-for-service transitions, and the changing economics of dentistry.
The conversation explores how insurance reimbursement pressures, write-offs, overhead, and poor financial tracking are quietly reducing profitability for dental practice owners across the country.
Dan shares what he’s seeing firsthand while helping practices transition toward fee-for-service models — including the operational, financial, and communication changes practices must make to succeed.
One of the biggest themes of the episode is this:
Many practices are losing far more money to write-offs than they realize because they are not properly tracking the data.
The episode also covers:
Dan also shares practical insights into:
Jordon Comstock - BoomCloudapps.com
Dr. Dan Nelson - Elevation Association
In this episode, Jordon Comstock and the Elevation Association team dive deep into the psychology behind why some dental practices grow — while others slowly plateau, burn out, or decline over time.
The conversation starts around dental practice valuations and EBITDA, but quickly evolves into a powerful discussion around mindset, leadership, fear, burnout, mentorship, PPO dependence, and the internal barriers that stop practice owners from reaching their full potential.
The team introduces what they call the “5 Barriers to Success”:
They unpack how these barriers quietly affect practice growth, leadership decisions, innovation, profitability, and long-term practice value.
Jordon shares real stories from his experience in dentistry — including watching thriving practices slowly decline over time because owners became burned out, resistant to change, or afraid to evolve with the industry.
The episode also explores:
One of the most powerful moments comes when Jordon discusses a doctor terrified to drop PPOs because he feared his entire business would collapse — and how the answer wasn’t drastic action, but small, strategic steps toward recurring revenue and independence.
Jordon Comstock - BoomCloudapps.com
Dr. Dan Nelson - Elevation Association
Podcast Summary (Show Notes Style)In this episode, Jordon Comstock talks with Dan from Elevation Association about why dental insurance—especially Delta Dental—is becoming a bigger threat to independent practices, and how practices can successfully transition to fee-for-service without destroying their schedule.
Dan explains that Delta is making aggressive moves, including owning dental practices, which gives insurers more control locally and reduces their reliance on independent offices. He also warns dentists not to assume associations will protect them, arguing the industry landscape is shifting fast.
The conversation then turns practical: Dan breaks down what it really takes to exit PPOs strategically. The key is preparation—especially having a patient membership / benefit plan in place before going out of network, so patients can move “laterally” into the practice’s own plan. He emphasizes aligning the entire team around the mission, using incentives when appropriate, and building strong patient communication to counter misleading insurer letters that make patients think they “can’t” stay with the practice.
Dan shares that the transition isn’t instant—it can take about a year to stabilize, with the first quarter or two feeling messy as hygiene schedules fluctuate and patients test the financial impact. The practices that win dedicate staff to proactive recall/outreach, driven by real data (they use Dental Intel), to refill the schedule and reduce attrition.
The episode closes with the payoff: the move is described as freeing and energizing, with fewer write-offs, more control, and the ability to slow down while improving focus and profitability—especially when practices don’t try to do it alone and instead leverage coaching, tools, and a clear plan.
TL;DR (30 seconds)Delta is tightening control (even buying practices), so dentists need a strategy to regain power: prep your team + track key KPIs + build a membership plan first + over-communicate + run recall/outreach, and expect a ~12-month stabilization period after the PPO exit. The result: less write-off pain and way more freedom.
Jordon Comstock - BoomCloudapps.com
Dr. Dan Nelson - Elevation Association
Podcast Summary:
In this episode of The Automatic Patient Podcast, Dr. Dan Nelson, Jordon Comstock, and guest Justin Comstock explore effective leadership strategies for dental practices. They discuss the importance of core values, hiring the right team, and aligning roles to improve culture and patient care. With insights from EOS and The Ideal Team Player, listeners will learn actionable tips to build cohesive teams, address conflicts, and foster a thriving, patient-focused practice.
Key Takeaways:* Core values are the foundation for a strong team and practice culture. * Hire the right people and align them with roles that suit their strengths. * Use frameworks like EOS to manage and inspire your team effectively. * Coaching team members can either elevate their performance or reveal when it’s time to part ways. * Clear communication and leadership directly enhance patient experiences and satisfaction.
Jordon Comstock - BoomCloudapps.com
Dr. Dan Nelson - Elevation Association
Bullet Point Summary:Introduction to Financial Insights in Dentistry:
Jordon Comstock and Dr. Dan Nelson discuss the challenges and opportunities in managing practice finances, including calculating true costs and identifying areas for improvement.
The Importance of Cost-Per-Procedure Analysis:
Insurance Pitfalls and Overhead Challenges:
Addressing PPO-Driven Losses:
The Power of Membership Plans:
Strategies for Insurance-Free Practices:
Leveraging Tools and Team Expertise:
Empowering Practice Owners:
Closing Thoughts on Financial Success:
Listeners will walk away with actionable steps to tackle their financial challenges and optimize profitability in their dental practices!
Jordon Comstock - BoomCloudapps.com
Dr. Dan Nelson - Elevation Association
Podcast Summary:
In this dynamic episode of the Automatic Patient Podcast, Jordon Comstock teams up with dental billing expert Ericka to dive deep into the complexities of dental billing and the transformative power of membership plans. They explore the biggest challenges in dental billing, including code misunderstandings, insurance denials, and the looming necessity of diagnosis codes. The duo shares actionable tips on streamlining billing processes, reducing AR, and leveraging metrics to maximize collections.
Ericka reveals the hidden costs of PPO patients and why membership plans are a game-changer for creating recurring revenue and loyal patient bases. Jordon highlights real-world success stories, including how one practice grew to 400 active membership patients using BoomCloud™. The conversation also touches on marketing strategies, team training, and delivering stellar patient experiences to scale membership programs effectively.
Whether you're a dentist, office manager, or billing professional, this episode is packed with insights to transform your practice into a thriving, efficient, and patient-centered operation.
Ericka's Instagram
Jordon Comstock - BoomCloudapps.com
Dr. Dan Nelson - Elevation Association
Crushing Dental Digital Marketing with Minal SampatIn this lively and insight-packed episode, we sit down with Minal Sampat, a powerhouse in the world of dental digital marketing. Known for her unique blend of humor, energy, and no-nonsense advice, Minal shares actionable tips to take your dental practice's online presence from "meh" to mind-blowing.
From mastering patient retention to creating social media that doesn’t put your audience to sleep, Minal dishes out real strategies that make marketing fun and effective. You'll learn:
Whether you’re a seasoned practice owner or just starting out, Minal's edgy and enthusiastic take on dental digital marketing will leave you feeling inspired, motivated, and ready to crush your goals. Tune in to discover how to turn your patients into loyal fans, dominate your local market, and make your practice the one everyone’s talking about (in a good way!).
🎙️ Hit play, take notes, and get ready to level up your marketing game!
Visit Minal's rad website!
Jordon Comstock - BoomCloudapps.com
Dr. Dan Nelson - Elevation Association
Title: "How to Scale a Membership Program to 365 Members in Just One Year: Lessons from Pioneer Valley Dental Arts"
Summary:
In this episode of The Automatic Patient Podcast, host Jordon Comstock chats with Gina Kiner, Office Manager at Pioneer Valley Dental Arts, about her incredible success in growing their patient membership program to 365 active members in just one year. Gina shares her strategic insights, emphasizing the power of empowering clinical teams to promote the membership program alongside the admin staff. Together, they discuss the importance of patient experience, the role of membership plans in reducing financial barriers, and how effective communication fosters trust and treatment acceptance.
Key highlights include:
Whether you're looking to enhance patient care, boost recurring revenue, or learn actionable tips for scaling a membership program, this episode offers invaluable advice from a practice that's successfully done it.How to Scale a Membership Program to 365 Members in Just One Year
Jordon Comstock - BoomCloudapps.com
Dr. Dan Nelson - Elevation Association
key topics for a podcast summary:
Technical Setbacks and Humor: The podcast kicks off with some lighthearted moments as Dan and Jordon troubleshoot microphone issues, setting an engaging and relatable tone for the conversation.
Strategies for Defining an Ideal Patient Profile (IPP): Jordon and Dan dive into the importance of creating an Ideal Patient Profile, emphasizing how understanding demographics, psychographics, and payment preferences can elevate the success of a dental practice.
The Value of Membership Patients vs. PPO and Cash Patients: They discuss the financial and operational impact of different patient types. Membership patients are highlighted as the ideal, with higher conversion rates, more predictable revenue, and fewer limitations compared to PPO patients.
The Psychology Behind PPO Limitations: An in-depth explanation is provided on how insurance companies influence patient spending behaviors and the drawbacks of being heavily reliant on PPO patients.
Marketing Tips for Attracting Membership Patients: The conversation includes actionable marketing strategies, such as using local SEO, social media, and educational content to bring in more high-value, membership-based patients.
Community Engagement and Referral Programs: The hosts discuss ways to build community trust and loyalty, emphasizing how involvement and patient referrals can significantly boost practice growth.
These topics set the stage for a dynamic and educational episode packed with actionable advice for dental professionals looking to transform their patient base and increase profitability.
Jordon's Company - Membership Platform for dentistry: BoomCloudapps.com
Dan's Company - Coaching practice owners for success: https://www.elevationassociation.com
In this insightful episode of the "Automatic Patient Podcast," hosts Jordan Comstock and Dr. Dan Nelson sit down with Dr. Addison Killeen, a prominent dentist and partner at the Dental Success Network. Dr. Killeen shares his expertise on effectively hiring and managing associate dentists within a dental practice.
Key Discussion Points:
Importance of Systems and Expectations:
Dr. Killeen emphasizes the need for clear systems and expectations to prevent misunderstandings and ensure successful associate relationships.
Core Values and Culture Fit:
The significance of aligning potential associates with the practice's core values and culture to enhance team synergy and performance.
Key Performance Indicators (KPIs):
Learn how monitoring metrics like patient exams and new patient influx can help determine the right time to hire an associate.
Financial Preparedness:
Dr. Killeen advises on building cash reserves to cover an associate's salary and potential initial revenue dips.
Comprehensive Onboarding Program:
Insights into creating an 18-24 month structured onboarding program to integrate new associates effectively.
Open Communication and Feedback:
The role of regular feedback and performance reviews in maintaining a healthy and productive environment.
Actionable Takeaways:
Develop and document core values and processes for your practice.
Establish and monitor KPIs to guide hiring decisions.
Prepare financially for the onboarding of new associates.
Design a detailed onboarding and training program.
Foster open communication and provide constructive feedback to associates.
Connect with Dr. Addison Killeen:
Website: AddisonKilleen.com
Books by Dr. Killeen: Available on Amazon
Explore these resources to delve deeper into Dr. Killeen's methodologies and enhance your dental practice management skills. Enjoy the episode!
Introduction:
Hosts: Jordan Comstock, SaaS Marketing Leader at BoomCloud, and Dr. Dan Nelson, dental professional and co-host.
Topic Overview: The episode focuses on "The Perio Paradigm," addressing the challenges and solutions in managing periodontal disease in dental practices.
Planning and Setup:
Initial casual banter and team discussions on upcoming events and guest appearances, highlighting industry trends and networking opportunities.
Main Discussion Points:
Understanding the Perio Paradigm:
Statistics and Challenges: Exploration of the high prevalence of undiagnosed and untreated periodontal disease.
Impact on Dental Practices: Discussion on how practices often overlook perio numbers due to various internal and external factors.
Contributing Factors to the Perio Paradigm:
Insurance Influences: How insurance policies complicate the diagnosis and treatment of periodontal disease.
Patient Education: The critical role of educating patients about their periodontal health and potential consequences.
Team Dynamics: Importance of empowering dental teams to confidently diagnose and communicate with patients.
Strategies for Improvement:
Diagnosis and Treatment Acceptance: Techniques for effectively diagnosing periodontal disease and encouraging patient compliance.
Smart Scheduling and Management: Tips for scheduling and managing perio treatments within a busy practice.
Membership Plans for Cost Management: Introduction to perio-specific membership plans as a financial solution for patients.
Real-Life Applications:
Case Studies and Examples: Insights from Dan's own practice and experiences in addressing perio challenges.
Empowering Your Practice: Steps to transform perio management and improve patient outcomes.
Conclusion:
Summary of Key Insights: Recap of the strategies discussed to shift from perio problems to perio paradise.
Call to Action: Encouragement for dental professionals to evaluate their perio management practices and explore membership plans.
Resources and References:
Contact Information:
For more on perio management strategies and membership plans, visit BoomCloud's website.
For a free growth report and more insights on improving your practice, visit Elevation Association.
Additional Learning:
Links to related webinars and articles on periodontal care and practice management.
Connect with Us:
Social Media: Follow BoomCloud and Elevation Association on social media for the latest updates and industry insights.
Feedback: Share your thoughts on this episode via email or social media.
Episode Title: Your Ideal Patient Avatar
Hosts: Jordon Comstock & Dr. Dan Nelson
Episode Summary:
Join Jordon Comstock and Dr. Dan Nelson as they explore the concept of the Ideal Patient Avatar and its transformative potential for dental practices. Learn how to break free from the constraints of traditional PPO models and elevate your practice with patient-centered strategies.
Key Topics Discussed:
Introduction to the Ideal Patient Avatar:
Definition and importance of identifying your Ideal Patient Avatar.
How this concept can revolutionize your practice's marketing and patient engagement strategies.
Challenges of PPO Models:
Hidden costs and reduced profitability associated with traditional PPO plans.
The impact of PPOs on practice overhead and revenue per patient.
Benefits of Patient Benefit Plans:
Comparison between patient benefit plans and PPOs.
Real-world data showcasing increased value and loyalty from patients on benefit plans.
Creating Your Ideal Patient Avatar:
Steps to define and target your ideal patient demographic.
Tailoring marketing strategies to attract and retain high-quality patients.
Opportunities for Professional Growth:
Upcoming humanitarian trips to Tanzania and CE events in Nicaragua.
The role of community and legacy in building a fulfilling dental practice.
Actionable Insights:
Tips for transitioning from PPOs to membership plans.
Strategies for implementing the Ideal Patient Avatar in your practice.
Call to Action:
Explore BoomCloud's resources for creating and managing dental membership programs.
Consider joining Elevation Association's events for unique professional development opportunities.
Links and Resources:
BoomCloud – Learn more about dental membership programs.
Elevation Association – Information on CE events and humanitarian trips.
Dental Legacy Foundation – Volunteer and donation opportunities.
Subscribe & Leave a Review:
Don't miss an episode—subscribe to the Automatic Patient Podcast on your favorite platform and leave us a review!
Tiffany’s Career Journey and Success
Transition from practice management to hygiene.
Plans to write a book about her experiences.
Importance of a Unified Hygiene Team
Training and supporting hygiene teams for overall practice success.
Using hospitality-based care to improve patient communication.
Growth Mindset and Team Culture in Dental Hygiene
Empowering hygienists with a growth mindset and social intelligence.
Positive practice culture as a recruitment tool.
Dental Practice Growth and Innovative Approaches
Implementing Pario numbers and effective patient communication for practice growth.
Integrating laser therapy to increase patient satisfaction.
Upcoming Events and Collaborative Projects
Hosting “hygiene hoedowns” and “dental dude ranch retreats” at Tiffany’s 16-acre property in Nashville.
Tiffany and Jordon shared their interest in attending a songwriting event.
Tiffany’s Motivation and Future Plans
Support from her doctor and husband driving her projects.
Connect with Tiffany: Visit The Hygienepreneur for more information.
Download Tiffany's Book For Free: Tiffany is giving all listeners of The Automatic Patient Podcast a free copy of her book. Download it Here
Key Discussion Points:
The Importance of Storytelling in Dental Practices
Authentic communication and its impact on marketing.
Defining unique messages and values for your practice.
Evolving Dental Marketing Strategies
Transition from basic website building to creative, story-driven approaches.
The necessity of differentiating your services.
Digital Ads and Marketing Strategies
The potential ROI of investing in Google ads.
The role of proper call-to-action and website optimization.
Budgeting and Targeting in Marketing
Creating and sticking to a marketing budget.
Effective audience targeting strategies.
Long-Term Planning for Consistent Growth
Importance of finding a reliable marketing partner.
Free Marketing Consultation: Joshua offers a free marketing consultation to interested listeners. Reach out via Instagram or the Studio 8E8 website.
Contact Information:
Studio 8E8 Website: Studio 8E8
Joshua’s Instagram: @studio8E8
Contact Information:
Tune in next time for more insights on improving dental practice efficiency and profitability!
Show Notes:
Resources:
In the latest episode of The Automatic Patient Podcast, hosts Jordon Comstock and Bentley Folkman welcome Richard May from Mango Voice to discuss the transformative power of reliable phone systems in dental practices. Richard shares his journey into the dental industry and how Mango Voice's technology meets specific practice needs, significantly enhancing patient experiences and boosting revenues.
The episode delves into the critical role of phone systems in improving revenue and patient care, highlighting the importance of clear communication, minimizing dropped calls, and the benefits of investing in technology. Exceptional customer support is also discussed, with Mango Voice's commitment to quick response times showcased as a model for optimizing patient interactions.
Listeners can look forward to an upcoming webinar featuring Mark Costes, promising valuable insights into dental practice enhancement. For more details on Mango Voice's services, the podcast encourages visiting their website.
Subscribe to The Automatic Patient Podcast for more insights into dental care innovation, and reach out via BoomCloud's Contact Page with questions or suggestions. The hosts thank listeners for their support and invite them to share the podcast and leave a review.
To Learn more about Mango Voice and their product offerings, visit mangovoice.com
Welcome to our newest episode of the Automatic Patient Podcast, where we explore the role of dental warranty plans in enhancing patient communication.
In this engaging discussion, our hosts, Jordon and Bentley, engage Jared Parente, CEO of Dental Warranty, in a deep dive into how dental warranty plans can bolster patient trust and loyalty. They uncover the pivotal role these plans play in managing patient expectations and minimizing questions regarding dental care costs.
The conversation also sheds light on the critical need for transparency about the limitations of dental restorations and the legal nuances of dental materials. The group unanimously agrees that straightforward conversations with patients about these matters can foster a deeper understanding and avert potential misunderstandings or disputes.
In summary, the episode articulates the substantial advantages of incorporating dental warranty plans into dental practices. It convincingly argues that transparent communication about treatment costs and limitations not only cultivates patient trust but also enhances confidence in their dental care. As the dental industry progresses, adopting such services can distinguish practices from the competition and lead to superior patient experiences.s
To Learn More about how to get started with Dental Warranty for your practice with a $500 off special offer, visit
https://go.dentalwarrantycorp.com/AutomaticPatient
Dive into an enlightening journey with Tom as he unravels the magic of clear and consistent messaging, peppered with personal tales and professional hurdles. Uncover the secret behind Local Med’s success in skyrocketing user engagement and adoption through the art of simplification in product messaging.
Discover the transformative power of making complex services as straightforward as using a shopping cart, and how this simplicity can captivate users. Learn the art of crafting messages that resonate deeply with dental practices, creating emotional bonds with their audience. Tom takes you through the indispensable role of easily accessible Standard Operating Procedures (SOPs) in refining dental practice operations and easing the onboarding of new staff, introducing the groundbreaking General SOP platform.
Venture into the realm of self-learning tools, a cost-effective way to pinpoint knowledge gaps and monitor progress, easing the managerial load. Be intrigued by the team's innovative take on SOPs tailored for dental practices. It aims to solve prevalent issues and offers Tom’s adaptable SOPs at a considerable discount.
The episode wraps up with Tom’s captivating presentation skills and the hosts' glowing reviews. Listeners are left with a trove of strategies and tools to revolutionize their dental practice operations and enhance patient engagement.
Tune in to not miss out on these game-changing insights for your dental practice!
To take advantage of Tom's May deal visit: https://www.mydentalsop.com
Dive into the latest episode of the Automatic Patient Podcast, where we uncover the Elevation Association's transformative journey in the dental industry. Discover how they've soared in growth through innovative software, unbreakable teamwork, and the groundbreaking Synergy Effect program, all aimed at skyrocketing operational efficiency. Get an intimate look at the heart of dentistry, the impactful role of the Dental Legacy Foundation, and the visionary goals that fuel the association. Gear up for the Elevation Association Summit in Sun Valley, promising a blend of personal growth and community service, especially highlighting their life-changing work in Africa. The episode wraps up with a powerful call to action for the dental community to join hands with the Elevation Association in their humanitarian missions and upcoming events. It's a rallying cry for commitment to professional excellence and making a global difference in dental health.
Tune into our latest episode, where the Wood River Dental and Boom Cloud teams unite for a deep dive into the heart of patient care, growth, and collaboration. Discover firsthand insights on how they navigate the complexities of marketing, patient benefit plans, and team dynamics to foster a thriving practice. They'll share the significance of building personal connections in the community, leveraging complementary partnerships, and harnessing the power of social media campaigns for new patient engagement. Plus, they reveal the secret sauce to assembling the perfect team that drives success and fosters job satisfaction.Don't miss the engaging discussion on the revolutionary implementation of membership plans in medical and dental practices. Jared, Jordon, Bentley, Dan, and Ryan dissect the advantages and challenges, drawing parallels with renowned businesses like Taco Bell to illustrate the shift in control back to practices and patients. This episode promises a treasure trove of insights on boosting revenue, enhancing patient care, and cultivating loyalty while navigating the hurdles of patient resistance and impact measurement. Be sure to listen in for a glimpse into the future of patient benefit plans and the transformative potential they hold for practices everywhere.
SummaryParham, with 15 years of experience in dental marketing, shared with Jordon and Bentley his data-driven approach to growing a dental practice. He stressed the importance of understanding and managing numbers to identify growth opportunities and highlighted the need for enhancing dental services and marketing strategies. Parham also suggested that self-evaluation within the team is crucial to identify strengths and weaknesses and to strategize on showcasing a provider's expertise to the public.
Building Strong Online Presence for Dental PracticesParham highlighted the importance of establishing a strong online presence for dental practices. He emphasized that potential patients primarily use search engines and social media platforms to look for dental services. Parham suggested that dentists should focus on building their personal brand and promoting their services through various online channels, including their websites, Google profiles, and social media groups. He also stressed the importance of providing a comprehensive doctor's bio and personalizing the content to attract more patients.
Effective Medical Marketing Strategies DiscussedBentley and Parham discussed strategies for medical providers to market themselves effectively. Parham suggested a personalized approach, emphasizing the importance of one-on-one consultations and self-development workshops with marketing consultants. He also advised against cutting all PPOs immediately but rather taking a gradual approach to marketing. The team also shared their personal experiences with self-marketing on Instagram, and Parham advocated for authentic, personalized marketing by dentists themselves to build trust and attract patients.
Improving Practice Membership Program VisibilityParham and Jordon discussed how to have success with a practice membership program, with Parham suggesting increased promotion on the website to attract more members. Jordon agreed and indicated plans to improve visibility of the program. They also explored potential collaboration for further promotion and benefit. The team delved into the marketing and branding of dental practices, emphasizing the importance of unique value propositions and personal branding. They stressed the need for clear communication of the practice's unique value on each page of the website.
Enhancing Patient Attraction and ExperienceParham, Jordon, and Bentley discussed the importance of promoting your unique personality and services to attract patients. They emphasized the significance of authenticity, building relationships, and offering personalized services. The team also highlighted the necessity of marketing your services through various platforms and the need to adapt to new technologies and automation. The improvement of the patient experience was identified as a crucial factor for success, with a focus on optimizing customer service through automation and personalized communication. Lastly, Parham suggested that practice owners and office managers could seek website and marketing services at thedocsites.com.
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In this episode, Jordon and Justin discuss the 3 pillars of business. Marketing, Recurring Revenue and Operations.https://boomcloudapps.com/