Nobody Told Me That! with Teresa Duncan: Recent Episodes

Teresa Duncan, speaker and corporate consultant

Teresa Duncan explores the dental business from behind-the-scenes of the industry to tackling management and business issues in the office. Frequent co-host Kevin Henry throws in his viewpoint. We don't want you to ever be in positions where you find yourself saying "Nobody Told Me That!" Show notes over at http://nobodytoldmethat.libsyn.com/

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Can four numbers reveal the true health of your dental practice? In this takeover episode, Dental Revenue Network member Ashley Bond of Wisdom Dental Billing explains why your monthly metrics may matter more than your production goals. Think of these reports as clues to hidden revenue rather than regular tasks.

She explores the four key numbers that provide a clear picture of a practice's financial health: collection percentage, insurance accounts receivable over 90 days, patient accounts receivable, and adjustments. Drawing from years of experience in a family dental practice and working with practices across the country, Ashley explains why production alone does not guarantee profitability and why consistent collections are a real measure of success. You'll learn how delayed insurance claims affect patient payments and why regularly reviewing adjustments helps to catch errors and even identify signs of potential fraud. This takeover episode is full of practical strategies to get these systems started today.

Find your missing revenue and fix your systems. Schedule your complimentary practice analysis today! https://meetings.hubspot.com/colleen-salpini/book-time-with-the-wisdom-team?utm_medium=podcast&utm_source=kol&utm_campaign=teresa-podcast

Connect with Wisdom:

Email: info@withwisdom.com

Text "Demo" at 314-648-2663

Visit their website: https://www.withwisdom.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Practice Management Power Day is happening in Denver, Colorado, and it is built for leaders who want real results. Learn directly from top practice management experts and industry speakers who know what it takes to run a profitable, organized, high performing practice. The event will take place on Friday, September 25 at the Vivos Institute, located next to the Denver Airport. Register now at: https://practicemanagementpowerday.com Podcast listeners use NTMT100 for a $100 courtesy.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don't forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Revenue doesn't disappear overnight. It slips away through denied claims, incomplete documentation, poor insurance verification, and small breakdowns that most dental practices never notice until the numbers stop adding up.

In this episode of Nobody Told Me That, Teresa Duncan sits down with Allyssa Mizenko, CEO of Zen Dental Support, for an in depth conversation about the hidden challenges of revenue cycle management. They discuss why insurance verification is more important than ever, how weak documentation leads to costly claim denials, why front office and clinical teams need to work together, and how setting the right financial expectations with patients can improve collections. Whether your practice handles billing in house or works with a billing company, this episode shares practical insights to help protect your revenue, strengthen your systems, and improve the overall patient experience.

Connect with Allyssa Mizenko

Facebook: https://www.facebook.com/zendentalsupport

Instagram: https://www.instagram.com/zendentalsupport

LinkedIn: www.linkedin.com/in/allyssa-mizenko-8aa014387

Dental Claims Attachment Checklist: https://mizenkodallyssa.gumroad.com/l/tzcnjx

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Practice Management Power Day is happening in Denver, Colorado, and it is built for leaders who want real results. Learn directly from top practice management experts and industry speakers who know what it takes to run a profitable, organized, high performing practice. The event will take place on Friday, September 25 at the Vivos Institute, located next to the Denver Airport. Register now at: https://practicemanagementpowerday.com Podcast listeners use NTMT100 for a $100 courtesy.


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#Dentistry #DentalPractice #RevenueCycleManagement #DentalInsurance #DentalBilling

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More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

What if we could identify hidden tooth cracks and structural damage before patients experience pain? In this episode, I sat down with Dr. Cherilyn Sheets to discuss InnerView AI, a dental diagnostic technology that helps detect cracked teeth, failing restorations, implant issues, and other hidden dental problems that may not appear on traditional X rays. Dr. Sheets explains how measuring tooth movement under load provides a new way to evaluate oral health and improve early diagnosis.

Dr. Sheets shares the research behind InnerView AI which was new to me. As the conversation continued I became more excited by how it could strengthen dental documentation and improve treatment acceptance. We talked at length about treatment presentation. You'll want to hear how we communicate more simply with visual diagnostic proof. Patients don't necessarily want to understand the science behind the diagnosis but they all want to know how to move forward. I hope this episode helps you with those conversations.

Connect with Dr. Sheets

Website: www.perimetrics.ai

Linkedin: https://www.linkedin.com/in/dr-cherilyn-sheets-dds-a2841311/

Email: CGSheets@ncofi.org

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Practice Management Power Day is happening in Denver, Colorado, and it is built for leaders who want real results. Learn directly from top practice management experts and industry speakers who know what it takes to run a profitable, organized, high performing practice. The event will take place on Friday, September 25 at the Vivos Institute, located next to the Denver Airport. Register now at: https://practicemanagementpowerday.com Take advantage of Early Bird pricing through July 4th!


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#Dentistry #DentalTechnology #CrackedTeeth #ImplantDentistry #DentalDiagnostics

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More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Most dentists think insurance is just malpractice coverage until a cyberattack shuts down the office or a flood destroys expensive equipment. And on that note, a missed premium payment can leave the practice completely uninsured. In this episode, Jack McKinney from TDIC Insurance Solutions explains the hidden gaps that can cost dental practices thousands of dollars and why office managers need to be involved in insurance conversations long before a crisis happens.

It may surprise you to know that relationships with insurance agents matter! They can tell you if your practice becomes dangerously underinsured as they grow. It can happen when adding services like Botox or expanding office space. Jack explains the realities of property insurance, cyber insurance, disability coverage, workers compensation, EPLI, and business interruption coverage while sharing real world examples of practices discovering costly gaps only after disaster strikes. We talk about scary ransomware too - it's real and it's out there. After this episode, get in contact with your agent!

Connect with Jack Mckinney

Contact number: 916-554-5356

Website: https://www.tdicinsurance.com/

Facebook: TDIC - The Dentists Insurance Company

LinkedIn: TDIC - The Dentists Insurance Company

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Practice Management Power Day is happening in Denver, Colorado, and it is built for leaders who want real results. Learn directly from top practice management experts and industry speakers who know what it takes to run a profitable, organized, high performing practice. The event will take place on Friday, September 25 at the Vivos Institute, located next to the Denver Airport. Register now at: https://practicemanagementpowerday.com Take advantage of Early Bird pricing through July 4th!


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#DentalInsurance #DentalPracticeManagement #DentistryBusiness #DentalOffice #DentalPodcast

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More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Most dental patients think their only option is to pay out of pocket or rely on limited dental insurance, but what if thousands of dollars in treatment could actually be covered through medical billing instead?

Although I don't teach it, I keep up with its impact on dentistry. For many offices, medical billing bridges the gap between what patients need and what they can afford. I'm joined by Danielle Brown and Dental Revenue Network member Sandy Buechler. They explain how dental conditions tied to medical issues like autoimmune disorders, diabetes, cancer treatments, and trauma can qualify for medical coverage when properly documented. The concept of medical necessity is key to coverage. They go over how telling the patient's full health story matters more than just listing procedures. Also discussed is how medical credentialing and pre-authorizations are different from what we see in dentistry.

Beyond the technical side, Sandy and Danielle focus strongly on patient advocacy and empowerment, especially in large and involved cases like full mouth reconstruction and implants. My takeaway is that we are operating in a revenue cycle world where dental billing incorporates medical care. Are you ready for it?

Connect with Sandy Buechler

ImpleMed: https://implemeddental.com/

Email: Sandy@implemeddental.com

LinkedIn: https://www.linkedin.com/in/sandy-buechler-04aa16236/

Connect with Danielle Brown

My Smile Insured: https://www.mysmileinsured.com/

Facebook: https://facebook.com/mysmileinsured/

Instagram: https://instagram.com/mysmileinsured/

LinkedIn: https://www.linkedin.com/in/danielle-brown-21594a1a9/

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Practice Management Power Day is happening in Denver, Colorado, and it is built for leaders who want real results. Learn directly from top practice management experts and industry speakers who know what it takes to run a profitable, organized, high performing practice. The event will take place on Friday, September 25 at the Vivos Institute, located next to the Denver Airport. Register now at: https://practicemanagementpowerday.com Take advantage of Early Bird pricing through July 4th!


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#DentalBilling #MedicalBilling #DentalCare #OralHealth #Dentistry

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More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

What keeps great dental assistants loyal to a practice and why do so many leave? Julie Varney shares what dentists can understand about retention, respect, leadership, and building a team that wants to stay. We discuss career growth, communication, and what today's assistants actually want from the practices they join.

We then dig into what makes a dental practice worth staying in, from creating trust and offering education to avoiding the mistakes that drive good assistants away. We touch on workforce challenges, team dynamics, licensing, and the future of dental assisting. If you want stronger retention and a better dental team, this episode is for you!

Connect with Julie

Facebook: https://www.facebook.com/dentalassistingeducation/

Instagram: https://www.instagram.com/dentalassistantsrock

Tiktok: https://www.tiktok.com/@julievarney

YouTube: https://www.youtube.com/@dentalassisting

Podcast: https://www.dentalassistantpodcast.com/

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Practice Management Power Day is happening in Denver, Colorado, and it is built for leaders who want real results. Learn directly from top practice management experts and industry speakers who know what it takes to run a profitable, organized, high performing practice. The event will take place on Friday, September 25 at the Vivos Institute, located next to the Denver Airport. Register now at: https://practicemanagementpowerday.com Take advantage of Early Bird pricing through July 4th!


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Dentistry is changing fast and most practices are either adapting or falling behind. From rising costs and staffing challenges to new technology and shifting patient expectations, what used to work no longer guarantees success.

In this episode, I brought back my friend Ted Osterer from Synergy for an honest conversation about what's really happening inside dental practices today. What's the impact of digital tools like scanners and AI? Is there a method to hiring and keeping quality staff? Why are some offices thriving while others are struggling? We get into all this plus the financial side of running a practice, including overhead and insurance limitations. It's a real and unfiltered look at the decisions we're making now to stay profitable and grow in our changing industry.

Connect with Ted

Synergy website: synergydentalpartners.com

Contact number: 516-316-3671

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Practice Management Power Day is happening in Denver, Colorado, and it is built for leaders who want real results. Learn directly from top practice management experts and industry speakers who know what it takes to run a profitable, organized, high performing practice. The event will take place on Friday, September 25 at the Vivos Institute, located next to the Denver Airport. Register now at: https://practicemanagementpowerday.com Take advantage of Early Bird pricing through May 31st!


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#dental #dentalmarketing #digitalmarketing #dentistry #dentalpractice

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More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

If your dental marketing still focuses only on getting found by Google, you're already behind because today your real audience is not just patients. It's AI deciding whether your dental practice deserves to be recommended at all.

The dental marketing strategy shift right now is that visibility is no longer just about your website or traditional SEO but about how clearly your entire online presence tells a consistent story that AI can understand and trust. Search behavior is evolving fast, and while patients still use Google, more of them are relying on AI tools to ask specific questions like finding a gentle dental provider, clear aligner options, or a dentist with availability this week. These systems are not just scanning your website, they are analyzing your reviews, your social media content, your captions, your videos, and even how you respond to engagement. That means your digital marketing strategy has to become more intentional and more structured. Instead of chasing viral trends or entertainment driven posts, your focus should shift toward creating clear, specific, and repeatable content that reinforces what your practice actually does best.

When your captions include precise services, your reviews mention real patient experiences, and your content consistently reflects your core treatments, you are feeding AI the patterns it needs to confidently recommend your practice. At the same time, patients benefit because they are seeing more relevant, trustworthy information. This is why the balance of content is changing, with more emphasis on dental focused education and less on purely social posts. Add in the importance of online scheduling, accurate listings, and active review management, and it becomes clear that modern dental marketing is about building a complete, consistent digital footprint. The practices that win will not be the loudest or most viral, but the ones that are easiest for AI to understand and easiest for patients to choose.

Connect with Rita Zamora

Newsletter: https://ritazamora.com/

Connect 90: https://connect90.com/

Article discussed in the podcast:

Assessing #dentist Content on TikTok: Engagement, Quality, and Implications for Oral Health Care

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Practice Management Power Day is happening in Denver, Colorado, and it is built for leaders who want real results. Learn directly from top practice management experts and industry speakers who know what it takes to run a profitable, organized, high performing practice. The event will take place on Friday, September 25 at the Vivos Institute, located next to the Denver Airport. Register now at: https://practicemanagementpowerday.com Take advantage of Early Bird pricing through May 31st!


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#dental #dentalmarketing #digitalmarketing #dentistry #dentalpractice

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More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Sometimes the most powerful management lessons come from honest conversations with dental professionals who are navigating the same challenges every day.

I'm sharing two recent post-lecture conversations that revealed common leadership struggles. One attendee shared how exhausted she felt in her role but also felt guilty about even thinking of leaving because of perceived obligations to the dentist. That moment highlighted the difference between working from obligation and working from a true sense of calling. Obligation is often driven by guilt and responsibility, which can eventually lead to burnout. A calling, on the other hand, is connected to purpose and growth, where the work still feels meaningful even on difficult days.

Another attendee expressed concern that she was falling behind other managers who seemed to be doing more with systems, technology, and AI. That conversation highlighted the danger of comparison. Instead of measuring success against others, a more productive mindset is curiosity. Observing what other practices are doing can inspire ideas and learning without creating unnecessary pressure. Every dental office operates differently, and professional growth comes from staying curious, building connections, and focusing on progress within your own environment.

Visit my website: https://www.odysseymgmt.com/

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Practice Management Power Day is happening in Denver, Colorado, and it is built for leaders who want real results. Learn directly from top practice management experts and industry speakers who know what it takes to run a profitable, organized, high performing practice. The event will take place on Friday, September 25 at the Vivos Institute, located next to the Denver Airport. Register now at: https://practicemanagementpowerday.com/

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Beyond the Operatory Career Workshop: Have you ever wondered what career opportunities in dentistry exist beyond clinical care? Whether you're a dentist, hygienist, assistant, or manager, this full-day, in-person workshop is your chance to explore new paths in speaking, coaching, consulting, and more.

Join Teresa and Angela on March 6th, 2026 in Northern Virginia. Limited to just 20 attendees. Registration is open. Secure your spot today:

🔗 https://www.beyondtheoperatory.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don't forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#dentistry #dentalmanagement #dentaloffice #dentalleadership #dentalpodcast

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More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

This episode with my friend Michelle Affanato breaks down what truly makes a great dental office manager, especially for those promoted from within or stepping into the role for the first time. We get honest about the realities of new manager energy ranging from being handed a title without training to suddenly managing former coworkers who now see you differently. Is this why so many managers feel overwhelmed early on? Maybe it's not because they are incapable but because expectations were never clearly defined.

Michelle shares real client experiences coaching new managers, including why asking for help is a strength and why being supported by the doctor is essential for long term success.

Connect with Michelle Affanato

Instagram: @michelle_affinitymgmt

Facebook: Affinity Management Consulting

Podcast: Accelerate Your Dental Practice with Malika and Michelle

Website: https://www.affinitymanagement.co/

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Practice Management Power Day is happening in Denver, Colorado, and it is built for leaders who want real results. Learn directly from top practice management experts and industry speakers who know what it takes to run a profitable, organized, high performing practice. The event will take place on Friday, September 25 at the Vivos Institute, located next to the Denver Airport. Register now at: https://practicemanagementpowerday.com/

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Beyond the Operatory Career Workshop: Have you ever wondered what career opportunities in dentistry exist beyond clinical care? Whether you're a dentist, hygienist, assistant, or manager, this full-day, in-person workshop is your chance to explore new paths in speaking, coaching, consulting, and more.

Join Teresa and Angela on March 6th, 2026 in Northern Virginia. Limited to just 20 attendees. Registration is open. Secure your spot today:

🔗 https://www.beyondtheoperatory.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don't forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#DentalOfficeManager #DentalLeadership #PracticeManagement #DentalTeamSuccess #DentalManagement #DentalGrowth

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More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Dental practices are being stretched thinner than ever, but the solution isn't just hiring more people. It's learning how to better use, train, and trust the team you already have.

In this episode, I sit down with Stacey Singleton - assistant extraordinaire - to discuss how dental practices can adapt to staffing shortages by rethinking team roles and expanding responsibilities within proper scope of practice. We talked about expanded function dental assistants, smarter scheduling, access to care challenges, and the impact of investing in education and training. Stacey has built an accredited program all while working with dentists across states. Graduates seek out practices who elevate assistants, hygienists, and teams as a whole. Every dental office should be full of such colleagues!

Connect with Stacey

Website: https://www.talkteeth2me.com/

IG: @talkteeth2me

Link we referenced:

DANB State Dental Assisting Requirements


Join us for Practice Management Power Day on Sept. 25 in Denver! This event is designed for experienced managers and dentists. Visit https://practicemanagementpowerday.com to register!

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Beyond the Operatory Career Workshop: Have you ever wondered what career opportunities in dentistry exist beyond clinical care? Whether you're a dentist, hygienist, assistant, or manager, this full-day, in-person workshop is your chance to explore new paths in speaking, coaching, consulting, and more.

Join Teresa and Angela on March 6th, 2026 in Northern Virginia. Limited to just 20 attendees. Registration is open. Secure your spot today:

🔗 https://www.beyondtheoperatory.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don't forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#DentalPractice #DentalTeam #DentalStaffing #DentalAssistants #PracticeManagement #AccessToCare

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More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Does dental billing feel harder than it used to? You're doing the same work, but claims stall, rules change, and nothing seems consistent anymore. My friend and Dental Revenue Network member Brooke Bird joins me to break down why that's happening.

The rules keep changing, knowledge is scattered, and practice management systems haven't kept up all that well. Why does working on claims now feel like detective work? Different payer quirks and clearinghouse changes have quietly slowed cash flow. What are your options? Brooke and I consider what's really happening behind aging accounts, leased networks, and unpaid claims. Hopefully our discussion can help you firm up your systems!

As promised, grab your Insurance Compass here:

https://birdseyebilling.com/insurance-compass

Connect with Brooke Bird

Facebook: https://www.facebook.com/profile.php?id=61550209355734

IG: https://www.instagram.com/birdseyebillingdental/

LinkedIn (Brooke Bird): https://www.linkedin.com/in/brooke-bird-298ba3127/

LinkedIn (Birdseye Billing Dental): https://www.linkedin.com/company/birdseye-billing

Website: https://birdseyebilling.com/


Join us for Practice Management Power Day on Sept. 25 in Denver! This event is designed for experienced managers and dentists. Visit https://practicemanagementpowerday.com to register!


Beyond the Operatory Career Workshop: Have you ever wondered what career opportunities in dentistry exist beyond clinical care? Whether you're a dentist, hygienist, assistant, or manager, this full-day, in-person workshop is your chance to explore new paths in speaking, coaching, consulting, and more.

Join Teresa and Angela on March 6th, 2026 in Northern Virginia. Limited to just 20 attendees. Registration is open. Secure your spot today:

🔗 https://www.beyondtheoperatory.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don't forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#DentalBilling #DentalInsurance #DentalOfficeLife #DentalManagement #DentalAR #DentalPractice #DentalAdmin #DentalRevenue

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

What will dentistry really look like in 2026? Teresa Duncan and Kevin Henry cut through the noise to unpack the economic, workforce, insurance, and technology trends that will shape dental practices sooner than many expect.

They take a data-driven look at trends such as persistent staffing shortages and rising labor costs to the growing role of AI. Compliance risk is increasing and practices face mounting profitability pressure. How can we refocus on business fundamentals while adapting to shifting patient expectations? This webinar replay can help you be proactive heading into 2026!

Connect with Kevin Henry:

www.KevinSpeaksDental.com

Connect with Teresa Duncan:

www.OdysseyMgmt.com

Chew On This Podcast Playlist here! https://www.youtube.com/playlist?list=PLJF_kSfpA7sJHVgO0lojChMhGRiYlIb3Z


Beyond the Operatory Career Workshop: Have you ever wondered what career opportunities in dentistry exist beyond clinical care? Whether you're a dentist, hygienist, assistant, or manager, this full-day, in-person workshop is your chance to explore new paths in speaking, coaching, consulting, and more.

Join Teresa and Angela on March 6th, 2026 in Northern Virginia. Limited to just 20 attendees. Registration is open. Secure your spot today:

🔗 https://www.beyondtheoperatory.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don't forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#ChewOnThis #DentalPodcast #Dentistry #DentalIndustry #DentalAI #FutureOfDentistry #DentalOfficeManagement #RevenueCycleManagement #DentalTrends #DentalInsurance #PatientExperience #DentalTeam #Dentistry2026

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More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Most dental practices don't struggle because of dentistry but because of what happens behind the scenes.

Practice management is rarely taught even though it controls profitability, team morale, and long-term growth. My friend Olivia Smith shares insight and stories of her clients' misses and wins. The realities of running a successful dental practice include understanding KPIs (without drowning in numbers) to leading teams with clarity and accountability (without losing your mind!).

We touched on so many topics - the time really flew by! Just a few topics:

  • Associate integration (so delicate)
  • Manager burnout
  • Realistic case acceptance tips
  • When leadership isn't an innate skill

This is a candid look at dental practice management no one tells you about.

Connect with Olivia Smith

Website https://osdentalconsulting.com/home/

Facebook https://www.facebook.com/660184687177918

Instagram https://www.instagram.com/osdentalconsulting/


Beyond the Operatory Career Workshop: Have you ever wondered what career opportunities in dentistry exist beyond clinical care? Whether you're a dentist, hygienist, assistant, or manager, this full-day, in-person workshop is your chance to explore new paths in speaking, coaching, consulting, and more.

Join Teresa and Angela on March 6th, 2026 in Northern Virginia. Limited to just 20 attendees. Registration is open. Secure your spot today:

🔗 https://www.beyondtheoperatory.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don't forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#DentalPracticeManagement #DentalPracticeGrowth #DentalOfficeManagement #DentalLeadership #PracticeProfitability #DentalBusiness

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Did you know that throwing away a simple "education letter" from an insurance company could be the first step toward an audit seven years later? Or that hiring a team member without checking the exclusion list could label your practice "radioactive" and cut you off from federal funding? Many dental practice owners don't realize that common habits, like billing under a selling doctor's name during a transition are actually considered False Claims fraud.

In this episode, I sit down with dental-specific attorney Justin Withrow to reveal the serious legal risks that often fly under the radar. He breaks down the three "buckets" of regulatory enforcement: insurance audits, board investigations, and criminal/civil inquiries. Then he explains how to organize your records before the investigators show up. This conversation is about protecting your livelihood.

An audit isn't just a request for money back, it is an investigation that can lead to referrals to the state board or attorney general. Don't wait until you receive a subpoena to organize your compliance protocols!

In this video, we cover:

  • The "Education Letter" Trap: Why insurance companies track these for years and use them to prove you "knew better" during future audits.
  • The Exclusion List: Why employing someone on the OIG list creates a "radioactive" situation for your practice and how to check it. https://oig.hhs.gov/exclusions/index.asp
  • Billing Fraud vs. Mistakes: The dangerous reality of billing under a veteran doctor's name while a new associate waits for credentialing.
  • Audit Survival: Why organized records and "audit-proof" documentation are your best defense when a payer demands 50 patient charts.
  • Informed Consent: Why this must be a conversation process, not just a signature on a form, to protect you from board complaints.

Connect with Justin Withrow

Email jwithrow@flannerygeorgalis.com

Website https://flannerygeorgalis.com/team/justin-withrow/

Facebook https://www.facebook.com/justin.withrow.77

Linkedin https://www.linkedin.com/in/justin-withrow/


Beyond the Operatory Career Workshop: Have you ever wondered what career opportunities in dentistry exist beyond clinical care? Whether you're a dentist, hygienist, assistant, or manager, this full-day, in-person workshop is your chance to explore new paths in speaking, coaching, consulting, and more.

Join Teresa and Angela on March 6th, 2026 in Northern Virginia. Limited to just 20 attendees. Registration is open. Secure your spot today:

🔗 https://www.beyondtheoperatory.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don't forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#DentalPractice #DentalLaw #InsuranceAudit #PracticeManagement #RiskManagement #DentalBilling #Compliance

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Leading employees can feel like walking through a minefield. One wrong step and morale, productivity, or trust can explode. But great leaders are not born with the ability to navigate tough personalities. They learn the strategies, communication skills, and mindset shifts that turn conflict into constructive growth.

My friends Ashley Bond and Lorie Streeter joined me to talk about leadership challenges new managers face every day. We tackled it all: resistant employees, navigating office politics, and owners who may not always have your back. We offer help with conflict resolution, accountability, emotional intelligence, setting and boundaries. And importantly, we focus on protecting your mental health in high-pressure roles. This discussion will help emerging leaders communicate more clearly to build trust, even when employee dynamics get complicated.

This was a follow up to "What I Wish I Knew: Administrative Wisdom," a webinar hosted by…you guessed it.. Wisdom! We had so many questions that we needed to tackle them in a separate session. You can access the original session here:

https://www.withwisdom.com/resources/what-i-wish-i-knew-administrative-wisdom

Connect with Ashley Bond

Website: https://www.withwisdom.com/

Connect with Lorie Streeter:

Website: https://getmaxassist.com/book-a-demo-lorie/


Beyond the Operatory Career Workshop: Have you ever wondered what career opportunities in dentistry exist beyond clinical care? Whether you're a dentist, hygienist, assistant, or manager, this full-day, in-person workshop is your chance to explore new paths in speaking, coaching, consulting, and more.

Join Teresa and Angela on March 6th, 2026 in Northern Virginia. Limited to just 20 attendees. Registration is open. Secure your spot today:

🔗 https://www.beyondtheoperatory.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don't forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Your practice might look efficient, but what if unnoticed expenses are quietly draining thousands from your bottom line each year?

My friend Adam Smith talked with me about the hidden costs that most dental offices overlook and how small changes can make a big difference. Everyday expenses like merchant fees, internet contracts, and bundled tech services can quietly add up. Negotiating and reviewing your fees can bring real savings without cutting team members or quality. We dig into what indirect costs really mean, why checking your numbers matters more than you think, and how tightening up your spending can open room for raises, upgrades, or a better cushion for your practice. It's an honest, practical chat about spending smarter and keeping more of what you earn.

Connect with Adam Smith

Email: Adam.Smith@SchooleyMitchell.com

Contact number: 415 572 0948

Facebook: https://www.facebook.com/schooleymitchellasmith

Instagram: https://www.instagram.com/schooleymitchell_bay_area/

LinkedIn: https://www.linkedin.com/in/adamdsmith/

YouTube: https://www.youtube.com/@AdamSmith-SchooleyMitchell

Website: https://www.schooleymitchell.com/office/asmith/dental-savings/?contact#resources


Beyond the Operatory Career Workshop: Have you ever wondered what career opportunities in dentistry exist beyond clinical care? Whether you're a dentist, hygienist, assistant, or manager, this full-day, in-person workshop is your chance to explore new paths in speaking, coaching, consulting, and more.

Join Teresa and Angela on March 6th, 2026 in Northern Virginia. Limited to just 20 attendees. Registration is open. Secure your spot today:

🔗 https://www.beyondtheoperatory.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don't forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Dental school prepares you to save teeth but not for the life that comes with it. The truth is, most dentists are blindsided by what happens once the drills are down: confusing insurance contracts, shrinking reimbursements, rising debt, and the daily challenges of managing people. In this conversation with my friend Dr. Amrita Patel, we unpacked the realities of practice ownership and associate life. Did you know that you'll need to know how to prevent accounts receivable nightmares? Or how to lead a team without burning out? Oh - plus handle patients!

We dig into false perfections shown on social media, the misinformation new grads are buying into, and the hard truth that many seasoned dentists still lack the foundational business skills. This is the real world of dentistry - the part no one told you about.

Connect with Amrita Patel

Instagram: https://www.instagram.com/dramritapatel/?hl=en

LinkedIn: https://www.linkedin.com/in/thedramri/


Beyond the Operatory Career Workshop: Have you ever wondered what career opportunities in dentistry exist beyond clinical care? Whether you're a dentist, hygienist, assistant, or manager, this full-day, in-person workshop is your chance to explore new paths in speaking, coaching, consulting, and more.

Join Teresa and Angela on March 6th, 2026 in Northern Virginia. Limited to just 20 attendees. Registration is open. Secure your spot today:

🔗 https://www.beyondtheoperatory.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don't forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

In this special takeover episode, Ashley Bond shares why dental billing isn't a solo job, it's a team sport. When hygienists, assistants, and front office staff work in sync, claims get paid on the first try. Clinical notes play a critical role here; detailed SOAP notes (Subjective, Objective, Assessment, Plan) ensure accuracy and prevent denials.

Ashley shares how poor documentation and missing details like forgetting how old a crown is can cost practices thousands. She explains why "stock narratives" no longer cut it and how patient-specific notes support both revenue and liability protection.

Using clinical note templates built around procedure codes, real-time communication, and tracking denials can dramatically reduce resubmissions. Ashley emphasizes that the administrative load on dental teams is heavier than ever and why outsourcing billing to specialists can free up time, restore patient trust, and prevent burnout.

Outsourcing isn't just delegation, it's collaboration. With structured documentation, clear systems, and a trusted billing partner, every part of the practice works smarter, not harder.

Get your free Clinical Notes Blueprint and simplify how your team documents every procedure.

https://www.withwisdom.com/teresa


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/

My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don't forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

Dr. Bicuspid Editor-in-Chief Kevin Henry joins me to discuss some crazy current events! A California dentist has been sentenced to 75 years to life in state prison after what prosecutors called a "reign of terror." The man's crimes included multiple sexual assaults against five female patients and an extern, with victims ranging in age from 19 to 73. Prosecutors said he treated the women "as his playthings," committing the assaults while they were under anesthesia and alone in his office.

What broke the case open was the courage of a dental assistant, who secretly filmed one of the assaults, exposing the abuse and ending years of unchecked violence. The conversation examines how this could happen inside a dental practice where patients should feel safest and the red flags that every dental professional must recognize. From patient safety and sedation oversight to the ethics of working alone with anesthetized patients, this disturbing story forces the industry to confront hard truths about accountability and protection.

Our discussion continues into the state of the dental profession today. A new Delta Dental study shows preventive care has finally returned to pre-pandemic levels, but capacity hasn't caught up. Hygienist shortages continue to strain practices, and legislative moves across states like licensure compacts and the rise of oral preventive assistants aim to fill the gaps.

There's also a sharp look at data trends: claims show a rise in occlusal guards and fillings, signaling more stress-related wear and tear, and new fraud triggers are catching the attention of insurers. Teresa and Kevin unpack how AI, remote admin roles, and shifting workforce models are reshaping the business of dentistry and what every practice owner needs to know to adapt.

🔗 Links Discussed in the Podcast

'Reign of terror' dentist sentenced to 7 decades-plus in prison

Updated research shows preventive dental care has nearly returned to pre-pandemic levels

Chew on This! A Dental Podcast


Beyond the Operatory Career Workshop: Have you ever wondered what career opportunities in dentistry exist beyond clinical care? Whether you're a dentist, hygienist, assistant, or manager, this full-day, in-person workshop is your chance to explore new paths in speaking, coaching, consulting, and more.

Join Teresa and Angela on March 6th, 2026 in Northern Virginia. Limited to just 20 attendees. Registration is open. Secure your spot today:

🔗 https://www.beyondtheoperatory.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond "what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don't forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

Every year, I attend Converge, the annual conference of the National Association of Dental Plans (NADP). It’s where I explore the latest issues and challenges faced by carriers and providers. I’ve watched the evolving partnerships between carriers and DSOs and observed the increase in network leasing concerns, I wanted to share my observations with you. I listened to compliance updates, discussed the expanding role of Medicare Advantage, and other issues shaping the future of dental coverage.

What am I sharing? My thoughts on the amount of audits and fraud in our industry. Are you at risk? Multi-factor authentication is becoming a priority for both small practices and large DSOs. Plus, I’ll highlight the questions to ask before outsourcing billing or revenue cycle management in today’s third-party–driven market.

Let me know if you like this kind of reporting. It was a lot more fun than I expected!

Resources & Links:

  • NADP – The National Association of Dental Plans, representing dental insurers and advocating for better dental benefits. https://www.nadp.org/
  • Unify Dental – A platform helping DSOs and practices streamline operations and improve efficiency. https://www.unify.dental/
  • Cotiviti – A leading analytics and payment accuracy company serving healthcare and dental organizations. https://www.cotiviti.com/
  • Fluent Dental – A technology-driven solution for simplifying dental revenue cycle management. https://fluent.dental/

Connect with Teresa

Website: https://www.odysseymgmt.com/

Email: teresa@odysseymgmt.com

Instagram: treeduncan

Facebook: Odyssey Management Dental Speaking & Consulting

LinkedIn: Teresa Duncan, MS


Beyond the Operatory Career Workshop: Have you ever wondered what career opportunities in dentistry exist beyond clinical care? Whether you’re a dentist, hygienist, assistant, or manager, this full-day, in-person workshop is your chance to explore new paths in speaking, coaching, consulting, and more.

Join Teresa and Angela on March 6th 2026 in Northern Virginia. Limited to just 20 attendees. Registration is open. Secure your spot today:

🔗 https://www.odysseymgmt.com/bto


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Lessons Patients Taught Me The Hard Way

Some of the most powerful lessons in dentistry don’t come from textbooks or training, but from real-life patient encounters that test your patience, humility, and adaptability. In this episode, I reflect on situations where patients pushed me out of my comfort zone and forced me to grow in ways I didn’t expect. You’ll hear how these interactions shaped my approach to communication, accountability, and practice management. More importantly, you’ll discover why it’s okay when patients don’t connect with you and how to manage tough patient personalities. These aren’t just stories to make you laugh; they’re lessons to help you navigate the unpredictable world of patient care with confidence.

Connect with Teresa

Website: https://www.odysseymgmt.com/

Email: teresa@odysseymgmt.com

Instagram: treeduncan

Facebook: Odyssey Management Dental Speaking & Consulting

LinkedIn: Teresa Duncan, MS


Have you ever wondered what career opportunities in dentistry exist beyond clinical care? Whether you’re a dentist, hygienist, assistant, or manager, this full-day, in-person workshop is your chance to explore new paths in speaking, coaching, consulting, and more.

Join Teresa and Angela on March 6th 2026 in Northern Virginia. Limited to just 20 attendees. Registration is open. Secure your spot today:

🔗 https://www.odysseymgmt.com/bto


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Did you know a single ransomware attack can cost a dental office six figures or shut it down entirely?

A small dental practice is an ideal target for a cyberattack easy to overlook, often underprotected, and rich with valuable patient data. Teresa Pichay (returning guest!) and Katie Fox from the California Dental Association joined me for a scary session. They shared how hackers use phishing emails, malware, and AI-powered scams to break into dental systems, steal information, and demand high ransoms. Many in dentistry assume they’re too small to attract hackers, but that very assumption makes them more vulnerable to hacking attempts. Personal devices, outdated software, and unsecured networks create easy entry points.

Even if the breach occurs through a third-party vendor, the dental office is still held responsible. Without strong cybersecurity protocols, HIPAA compliance, and safeguards in place, practices risk data exposure on the dark web or deep web, legal trouble, and costly service disruptions. Cyber liability insurance can help but prevention through secured systems, trained staff, and regular risk assessments is the only reliable defense in an AI-driven threat landscape.

Resources from the CDA:

Resources from the CDA:

CDA_2025_Cyber_Safety_Checkup.pdf

CDA_2025_Questions_Software_Vendor.pdf

Want to see the source behind the discussion? Check out the articles below:

Medical and Dental Groups Settle Class Action Data Breach Lawsuits

Aspen Dental reaches $18.7M settlement in data tracking case

Connect with Teresa and Katie

Email: Teresa.pichay@cda.org & security@cda.org

Resources at California Dental Association https://www.cda.org/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Did you know 80% of dental claim denials can be overturned with the right strategy?

I love meeting fellow insurance nerds! My time with Dr. Christie Bateman was packed full! She shared how to master PPOs, Medicare Advantage plans, and complex prior authorization rules while protecting your bottom line. Dr. Christie breaks down the exact methods she uses to reverse denials, clear documentation, targeted patient photos, and short, persuasive appeals that insurance carriers can’t ignore.

Get the inside scoop on Liberty Medicare Advantage’s extensive prior auth requirements and how direct advocacy led to changes that benefit dentists. We discussed the concept of “provider gold cards” that could dramatically reduce administrative workload. The conversation wraps up with real talk about how patient education can guide smarter insurance plan choices. It's not just about better coverage - it's about a smarter patient.

Connect with Dr. Christie

Website: Bateman & LaMond Milford Dentistry

Instagram: milforddentist

Facebook: Bateman & Lamond Milford Dental


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Modern office managers lead through clarity, culture, and connection not control. My longtime friend and colleague Lorie Streeter joins me for a frank conversation about the lessons we've learned over the years.

Micromanagement is everywhere, and dental teams are evolving whether leaders are ready or not. The shift from task-checking to true team empowerment is reshaping how successful practices run. We share stories of real managers navigating burnout, toxic dynamics, and panic hiring with surprising clarity.

There’s a raw conversation about what happens when doctors undermine authority, how culture breaks down quietly, and why emotional intelligence is now a non-negotiable skill. We tackle some unexpected truths about staffing “shortages,” leadership blind spots, and what it actually means to build a team that runs on trust not fear. If you've ever carried more weight than your title suggests, this episode unpacks why... and what to do next.

Connect with Lorie

Website: MAXASSIST

Facebook Lorie Genelin Streeter

Instagram Lorie Streeter - Maxed Out

LinkedIn Lorie Streeter


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Is the secret to more dental case acceptance hiding in plain sight right inside your own team?

If you’ve ever wondered why some patients freeze at the mention of treatment costs, or how to handle those moments when someone starts Googling your every word from the chair, you’re not alone. In this episode, Teresa talks with Angela Sullivan of Adaptive Dental Solutions about effectively helping teams boost treatment acceptance without feeling like a pushy salesperson. Angela shares stories and lessons straight from the operatory, from the power of a simple photo to honest talk about money and shares why confidence (not more facts) is what gets patients to say yes. The conversation covers everything from handling awkward price conversations to how handoffs and team communication can make or break your acceptance rates.

They wrap up with a preview of their October 10 workshop on advanced dental career possibilities. If you've ever wondered what is ‘Beyond the Operatory’ then you'll love what they have planned!

Connect with Angela:

Website https://adaptivedentalsolutions.com/

Email angela@adaptive-dental-solutions.com

Facebook Adaptive Dental Solutions

Instagram angeladavissullivan_ads

LinkedIn Angela Davis-Sullivan

Angela's book: https://www.amazon.com/Coming-Home-Better-Practice-no-nonsense/dp/0999786377

Join us for Beyond The Operatory on March 6, 2026 — a career workshop with Angela Davis-Sullivan and Teresa Duncan. Registration is open. Reserve your spot now! https://www.odysseymgmt.com/bto


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

What if your child’s speech or chewing could give you clues about hidden developmental delays?

Did you know that your child’s visit to the dentist could hold hidden insights into their overall development? Join host Teresa Duncan and guest Ann-Marie DePalma as they unravel the fascinating connections between a child’s oral health and early signs of developmental delays—including conditions like autism. Discover why dental professionals might be the first to spot clues, from speech impediments to tongue ties, and how these seemingly minor oral challenges can indicate deeper issues in your child’s physical and cognitive growth.

But there’s more: Ann-Marie explains how both clinical and administrative dental teams can play a critical role in identifying and supporting children with developmental delays, by looking for patterns during appointments and asking the right questions when families call. You’ll also learn practical advice for parents—from understanding what happens if a tongue tie isn’t treated, to the significance of early referrals for therapies such as myofunctional therapy.

And it’s not just about childhood—this episode explores broader themes of women’s health in dentistry, including the role of hormones during menopause and their surprising link to conditions such as TMJ, TMD, and chronic headaches. Plus, get an insider’s view on how artificial intelligence is transforming how dental offices track development, screen for health risks, and make the entire patient experience (from online scheduling to payments) more accessible.

Whether you’re a parent concerned about your child’s speech, a dental professional encountering more patients with autism or developmental delays, or someone curious about the intersection of oral health, women’s health, and modern technology, this episode is packed with essential insights and actionable tips to help you be proactive at every age and stage.

Connect with Ann-Marie:

Website:https://depalmaannmarie.com/

LinkedIn: https://www.linkedin.com/in/annmariedepalma/

Instagram: https://www.instagram.com/ann.marierdh/

Check out our previous Podcast:

NTMT #159 Ep 99: Artificial Intelligence: What's The Big Deal? https://directory.libsyn.com/episode/index/id/24754176


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


*Is your AR out of control? Is your admin team burning out? 😩 Maybe it's time for help. It's easier than you think and you'll wonder why you didn't do it sooner. Have a conversation with Wisdom Dental Billing to see how they can help. Reach out them here: http://withwisdom.com/teresaduncan


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Imagine a dental world where patient data flows as freely as it does in medicine—no more wasted time, lost information, or clunky workarounds. Vyne’s CEO Steve Roberts sits down with me to discuss why the dental industry is ready for transformational change and what that means for claims processing, practice efficiency, and ultimately, better care for your patients. I shared my frustration at the unfairness of ptient data being gatekept just for profit. It could be happening to you - it just seems normal. But it’s not right.

Key Talking Points:

  • Why Patient Data Needs to Flow Freely

Dental software systems shouldn’t make it difficult or expensive to easily share patient information. Uncover how the lack of interoperability holds practices back, limits care quality, and what it will take to catch up to the medical field’s standards.

  • The Evolution of Claims Processing & Real-Time Demands

We talked about the trend of carriers seeing value in letting us have more access to claims and benefit information. How do we make it standard?

  • Change Healthcare’s Security Breach—A Wake Up Call

Hear lessons learned from last year’s Change Healthcare security crisis that exposed vulnerabilities across the entire claims ecosystem. Find out what offices and vendors are doing to build redundancy, improve security, and ensure practices never face that kind of disruption again.

Whether you’re a dental professional looking to stay ahead of industry changes, or you’re passionate about making your practice more efficient and resilient, this episode is packed with strategies and inspiration for embracing the future of dental claims and technology.

Connect with Vyne:

Website: https://vynedental.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


*Is your AR out of control? Is your admin team burning out? 😩 Maybe it's time for help. It's easier than you think and you'll wonder why you didn't do it sooner. Have a conversation with Wisdom Dental Billing to see how they can help. Reach out them here: http://withwisdom.com/teresaduncan


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Are you a dentist feeling overwhelmed, burned out, or just stuck in survival mode? What if the real issue isn’t your clinical skills, but how you’re managing your time, your stress, and your practice?

Mark Davis built and ran 16 dental practices over the course of his career — and now he’s sharing what most dentists never figure out until it’s too late. The pressure to stay on schedule, the chaos of last-minute emergencies, the constant tension with staff… it’s not just part of the job. It’s a signal that something’s off.

This episode is about the real reason burnout creeps in, even when things look fine on the surface — and the kind of mindset shift that can fix it without blowing up your whole practice. If the day-to-day feels heavier than it should, this is one worth hearing.

Connect with Dr. Mark

Email mark@dentalsimplified.com

Website https://dentalsimplified.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


*Is your AR out of control? Is your admin team burning out? 😩 Maybe it's time for help. It's easier than you think and you'll wonder why you didn't do it sooner. Have a conversation with Wisdom Dental Billing to see how they can help. Reach out them here: http://withwisdom.com/teresaduncan


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

She started charging just $40 a month—now she runs a business that hit 7 figures. In this episode, Amanda DeMoura shares how her small side hustle evolved into a thriving dental business, what it really took behind the scenes, and the unexpected turns that shaped her success.

In this episode, we talk about her journey from the ground up, navigating remote work and entrepreneurship, and what happens when growth forces you to make big, uncomfortable decisions.

If you're in the dental industry, healthcare admin, or just curious how real businesses are built behind the scenes, this conversation is full of honest moments. It’s a story about ownership, reinvention, and figuring it out as you go.

Connect with Amanda:

Website: https://amandademoura.com/

Email: Amanda@amandademoura.com

Podcast: Breath of Fresh Air - Dental Podcast


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


*Is your AR out of control? Is your admin team burning out? 😩 Maybe it's time for help. It's easier than you think and you'll wonder why you didn't do it sooner. Have a conversation with Wisdom Dental Billing to see how they can help. Reach out them here: http://withwisdom.com/teresaduncan


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

A stroke stole his manual skills—could it end his career?

In this episode, Dr. Gregory Wu opens up about the life-altering moment a stroke derailed his clinical career and how it made him a better businessman and leader. At the peak of his practice, Greg faced a sudden medical crisis that left him unable to perform dentistry—a devastating blow to any clinician.

He shares what it felt like to lose not just motor function, but his professional identity. They dive into the emotional impact, the grieving process, and the harsh reality of what happens when your livelihood is tied to your hands. Greg also discusses the lessons he learned about disability insurance, financial planning, and how ego can complicate the recovery process.

If you’ve ever wondered what would happen if you couldn’t practice tomorrow, this conversation is your wake-up call. Dr. Wu’s story is one of resilience and redefining purpose when the career you love is forever altered overnight.

Connect with Dr. Gregory Wu

Instagram: the_way_of_the_wu

LinkedIn: Gregory Wu

Email: greg.wu at emerson-dental.com

Online Summit: Built to Last: How to Scale, Sell, and Leave a Legacy

May 30th from 8:00am to 4:00pm CST


*Is your AR out of control? Is your admin team burning out? 😩 Maybe it's time for help. It's easier than you think and you'll wonder why you didn't do it sooner. Have a conversation with Wisdom Dental Billing to see how they can help. Reach out them here: http://withwisdom.com/teresaduncan


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

What actually happens when an unexpected loss or injury shatters the routine of your practice? It’s a question no one wants to ask—until it’s too late. I would like to walk you through the uncertainty that can unfold in a dental practice when the unexpected happens to the doctor at the center of it all. My hope is that you are prepared - nobody told me that, remember?

The sudden loss of a dentist—especially in a solo or small practice—is not just a tragedy. It’s a disruption that ripples through patients, staff, finances, and even the long-term value of the business. What has to happen right away? Should the office close? How do you support a grieving team while still making decisions that keep the doors open?

But death isn’t the only event that can throw a practice into turmoil. I also discuss scenarios like disability, serious injury, or anything that keeps a dentist from returning to work. Each one brings its own emotional and operational fallout, and without a plan, the burden often falls squarely on the manager’s shoulders—right when they’re least prepared to carry it.

And what if the unexpected - good or bad - happens on the other side of the desk? What if it’s you—the manager—who needs to step away, transition into a new career, or start something of your own? We’ll explore how to prepare for your own exit with intention and clarity, making sure the practice doesn’t fall apart the moment you walk out the door.

This is a raw and necessary look at what no one wants to talk about—until it’s already happening. Because if no one else has told you what to do when it all goes sideways, I’m here to help and to make sure you’re not caught in the dark.


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy

______________

*Is your AR out of control? Is your admin team burning out? 😩 Maybe it's time for help. It's easier than you think and you'll wonder why you didn't do it sooner. Have a conversation with Wisdom Dental Billing to see how they can help.

Reach out them here: http://withwisdom.com/teresaduncan


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#Dental #Dentistry #DentalPractice

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Are you a dentist or manager in a seemingly endless struggle to stay profitable on PPO plans? You're definitely not alone. One of my first trusted resources in dentistry was Unlock the PPO’s Sandi Hudson and Lisa Weber. Sandi joined me for a truly nerdy but very informative chat about networks and negotiations. We talked about the hidden challenges within shared network agreements and how she avoids “over-networking” and helps us understand opt-out procedures.

👇🏻 Connect with Sandi Hudson

Website: https://unlocktheppo.com/

Facebook: https://www.facebook.com/UnlockThePPO/

ADRCC: https://adrcc.org/


*Medical Billing Made Easy! This curriculum helps you learn if and be compliant with the regulations. Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


*Is your AR out of control? Is your admin team burning out? 😩 Maybe it's time for help. It's easier than you think and you'll wonder why you didn't do it sooner. Have a conversation with Wisdom Dental Billing to see how they can help. Reach out them here: http://withwisdom.com/teresaduncan


*Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit www.odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#DentalBilling #DentalInsurance #DentalClaims

*Thank you to these companies for supporting and believing in the podcast!

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Outsourcing your dental billing can either clean up your RCM or leave you picking up the pieces. Before you trust someone with your cash flow, make sure you know exactly what to ask and what to look for in a biller.

In this episode, Julia Nevo shares hard-won lessons from working in the world of dentistry and dental billing. We cover what makes a great dental biller truly valuable, and why outsourcing without a solid vetting process can backfire. You’ll learn how to filter for the right skills, systems, and mindset — especially when it comes to handling dental insurance.

We dig into the most common billing mistakes dental offices make, what red flags to watch out for during outsourcing, and how to avoid billers who talk a big game but can't deliver. Julia also explains how a dental biller can be your extra layer of protection against carrier and legal audits.

Whether you're considering outsourcing or looking to upgrade your current billing setup, this conversation will help you protect your revenue, sharpen your processes, and grow a more sustainable dental business.


Connect with Julia Website: https://stellardentalsolutions.com/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#DentalBilling #DentalInsurance #DentalClaims

View Details

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Missing these insurance secrets could cost your dental practice - are you prepared?

From navigating insurance portals and password overload to the shift toward Electronic Funds Transfers (EFTs), the demands on dental teams are growing. Colleen Huff shares insights on handling leased networks, making informed choices about dental insurance, and avoiding the pitfalls that catch many offices off guard.

We also dive into Medicare Advantage Plans—how they’re changing, why benefits might shrink, and what this means for your office. With Medicare benefits in flux, reviewing plans annually is essential to avoid surprises. If your practice isn’t keeping up with Medicare updates, you could be facing unnecessary complications.

Don’t let insurance confusion lead to costly mistakes. Learn how to manage these challenges with smart strategies, proper coding, and the right tools. Colleen also previews her upcoming training modules to help you take control of your dental insurance game. This is for you, insurance nerds!


Connect with Colleen:

Facebook: Colleen Huff- Dental Insurance Coach

Instagram: @dicoach22

LinkedIn: Colleen Huff

Website: https://colleenhuff.com/


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#MedicareAdvantage #Dental #Dental Insurance

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"More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter || "

Dental billing companies can spot embezzlement and cash flow issues faster than your in-house team!

Dental billing expert Michelle Repash shares how she uncovered employee theft by noticing deleted insurance checks - a discovery that led to jail time for a trusted, long-term staff member. With 35 years of dental experience, Repash explains why traditional in-house billing is becoming so difficult due to increasing insurance complexities and team burnout.

She reveals key red flags to watch for, including staff resistance to billing help and shared passwords among team members. Most importantly, she emphasizes the critical need to separate billing duties - the person following up on claims should never be the same person posting payments.

Integrity Dental Billing's founder also shares insider tips for practices not ready to outsource: work rejections immediately, run AR reports consistently, and follow up on claims over 40 days old. For practices ready to make the switch, she offers a $500 first-month discount for podcast listeners. Mention this podcast to receive a $500 courtesy toward your first month!

Connect with Michelle

Website: Integrity Dental Billing

Facebook: The Dental Billing Collective

Linked In: Michelle (Integrity Dental Billing and Consulting LLC) Repash


Medical Billing Made Easy! Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#DentalBilling #DentalInsurance #DentalClaims #NPINumbers #DentalPracticeManagement #DigitalBillingSolutions #InsuranceFraudDetection #OutsourcingDentalBilling #ARReportMonitoring #IntegrityDentalBilling #DentalEmbezzlement #ModernDentalBilling #BillingAuditTrail #DentalClaimManagement #PracticeEfficiency

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More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter

Leslie Icenogle, CPC, a leading medical-dental billing expert, shared her strategies to maximize your dental revenue through proper medical coding. From documenting procedures correctly to navigating Medicare's maze, she breaks it down for me. She also shared how a chance encounter at a post office led to significant patient benefits - it’s a great story! It demonstrates how proper medical billing can dramatically impact patients. Most importantly, she revealed why many dental offices are leaving money on the table by not exploring medical billing options. You know I perked up about that topic!

Connect with Leslie

Dental Classroom Online: https://www.dentalclassroomonline.com/

Use ODYSSEY for a 10% courtesy

Email: leslie@dentalclassroomonline.com

Chapters:

00:00 Intro

00:45 Meet the Expert: Introducing Leslie Icenogle

01:03 Diving into the Conversation: Medical Billing in Dentistry

20:45 Dental Revenue Network


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


Synergy Dental Partners offers lower prices for your dental supplies and services

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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Watch this episode on YouTube!

Ever wonder what happens when a sterilization tech becomes a practice optimizer for a 50-person dental office? I sat down with someone who lived that exact journey, and her insights might surprise you.

Meet Erika Pusillo, who shares her transformation from handling sterilization duties to optimizing one of Florida's leading dental practices. Our conversation touched on the challenges and triumphs of managing a large dental team, including the delicate balance of associate relationships and the art of keeping talented team members engaged. Erika opens up about her own moments of doubt, near-resignation, and ultimate growth into a respected practice leader and coach. I was impressed with her refreshingly honest perspective on feedback, humility, and what it really takes to evolve beyond the traditional office manager role. Whether you're managing two team members or fifty, her insights are invaluable for any dental practice leader.

Key Takeaways:

  • Communication is crucial between practice owners and managers
  • Regular check-ins (quarterly for doctors, every 3 months for team members) are vital
  • Success requires going beyond the 9-5 mentality
  • Create opportunities for growth within your existing structure
  • Give first, monetize later when pursuing speaking/coaching

Additional Bulletproof Dental podcasts featuring Erika

  • https://www.bulletproofdentalpractice.com/113-the-power-of-alignment-and-delegation-for-you-and-your-om-with-erika-pusillo/
  • https://www.bulletproofdentalpractice.com/great-teams-start-with-great-leadership-werika-pusillo/
  • https://www.bulletproofdentalpractice.com/top-3-things-your-om-should-be-doing-with-erika-pusillo/

Connect with Erika

Email: erika@spodakdental.com

Find her through: Spodak Dental and Bulletproof Dental Practice

https://www.spodakdental.com/

https://www.bulletproofdentalpractice.com/


I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


My insurance course Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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Are you struggling to find the right office manager? It might be costing you more than you think!

In this episode, I’m sharing how to avoid the common hiring mistakes many dental practices make when choosing the perfect manager. I’ll explain why clear job descriptions are crucial, how to prevent overloading managers with unrealistic expectations, and the key traits to look for during the hiring process.

Key Takeaways:

  • Clear job descriptions are essential to avoid overloading your office manager with unrealistic expectations.
  • Focus on hiring the right manager by assessing key traits like communication skills, confidence, and problem-solving ability.
  • Is promoting from within the right step?

I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Billing company owners and billing professionals will have access to skill building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


My insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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Along with my quick wrap up of 2024 I thought that I'd share two words that have helped me in difficult situations. Perhaps they'll come in handy for 2025 and the many decisions to come. The simple words "unless" and "until" have helped me get to the root of objections and set boundaries. Don't worry - I'll give you examples!

What You'll Learn:

  • Set Boundaries Effectively: Learn how I use "until" to create clear boundaries when encountering new situations.
  • Find Real Reasons: Asking someone “unless what happens?" can be uncomfortable but I share why it's so important. Sometimes people are too nice to give you the answers you need to grow as a person and a manager.
  • Imperfection Is Okay: As you go through 2025, remember to give yourself grace and permission to mess up. Perfect people don't grow because they have nothing to learn from. Besides, perfect people are annoying 😄

2025 is going to be fantastic - I just know it. How do you feel about your resolutions and goals? I'd love to know!

More About My Passion Project: I created Dental Revenue Network to foster collaboration and networking amongst RCM professionals. Members will have access to business building sessions, current carrier news and insurance discussions beyond “what's the code?" Check it out - I hope you'll join! https://dentalrevenuenetwork.mn.co/


https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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Ted Osterer returns to the show to discuss recent bankruptcies and sales in our industry. Large companies are experiencing shifts and they have teams of advisors. How can a smaller dental business learn from these mistakes and strategize for their own success? Ted shares how understanding key financial metrics like EBITDA, cost of goods, and margins has become essential in the dental industry. Businesses have to use data instead of intuition.What about offices that haven’t had that kind of training? Now is the time. Now more than ever, business owners must adopt a mindset of financial clarity to make smarter decisions.

Key Takeaways:

  • The impact of DSOs on dental business practices is a double-edged sword, with positive financial insights but also challenges in maintaining company culture.
  • The recent wave of mergers and acquisitions in the dental industry, like Patterson going private and BIOLASE’s bankruptcy, will likely reshape the sector.
  • Education and customer success initiatives can be powerful but require long-term commitment for real results.
  • To navigate current pain points, dental offices are encouraged to adapt, whether it’s adjusting payment policies, working more hours, or improving treatment presentations.
  • There’s optimism for a consumer confidence rebound in 2025, with a rise in entrepreneurial tactics and a slow but steady industry recovery.

Visit The Synergy Dental Partners:

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

#businessgrowth, #dentalpractice, #financialmetrics, #keyperformanceindicators, #businessdecisions, #profitmargins, #financialstrategy, #dentalfinance, #practicemanagement, #dentibusiness, #practicetips, #smartbusinessdecisions, #financialsuccess, #businessperformance, #metricsthatmatter, #dentalpracticgrowth, #businessprofitability, #dentalindustry, #financialplanning, #keybusinessmetrics, #practiceperformancetips

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In this episode of Nobody Told Me That!, I sit down with HR expert Alan Twigg from Bent Erickson and Associates to discuss HR policies and how they can make or break a dental practice. From avoiding legal pitfalls with proper documentation to navigating the National Labor Relations Act, we cover items you need to know to safeguard your practice. It’s not easy to create and maintain a productive, compliant workplace but it’s part of our job as practice leaders. We talk about these key HR issues:

  • Managing sensitive conversations versus toxicity in the workplace.
  • Building legally sound ‘no gossip’ policies (this is where many managers are surprised by the law!)
  • The importance of annual reviews and continuing education investments.

Plus, we’ll explore the real cost of mishandling harassment claims and tips for keeping wages and benefits competitive. It’s a must-listen for anyone leading a dental practice!

Connect with Alan

Website: https://bentericksen.com/

The Dental HR Podcast

The People Power In-Person Events: https://bentericksen.com/people-power/


https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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Not every patient is a good fit for your practice. Life is actually easier when you prune the bad ones. If you've dealt with patients who miss appointments, delay payments, or even compromise your team's safety, this episode is for you. This episode breaks down when and why patient termination may be necessary.

You'll need a well-documented process for issuing termination letters and handling uncomfortable situations, like bumping into a terminated patient outside the office. Ensuring a safe, respectful work environment is essential. Your team deserves it.

Be sure to check the show notes for additional resources and links, including Teresa’s course on dental insurance design and management. Tune in and take notes—you won’t want to miss this one!

A few talking points:

Exploring patient termination: handling difficult revenue scenarios.

Document thoroughly for legal defense and audits.

Standard responses for difficult situations.


https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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Being a new manager is scary and challenging. Everything is different now. You are juggling your work friendships and building trust with your doctor. You're managing different personalities all while leading by example, there's a lot more to it than meets the eye. Plus, it can be lonely at the top.

I’ll share personal stories—like a lesson learned the hard way with patient emails 🤦🏻‍♀️—and share insights specifically for new managers. Be sure to check the show notes for added resources, upcoming classes, and events!

Don’t forget to subscribe!

A few talking points:

  • Navigating coworker-manager transition challenges and changes.
  • Handling complaints in a constructive manner
  • Activate your listening and conflict resolution skills.
  • Can you be friends with your employees?

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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These are excerpts from two fun episodes of my other podcast Chew on This. Have you ever wondered how treatment in space would happen? Of course you have! My co-host Kevin Henry and I explore the challenges of space dentistry, including how microgravity affects oral care and the innovations being developed for astronauts.

We also discuss Minnesota's recent legislation allowing dental assistants to administer certain injections, highlighting the implications for dental practices and patient care.

Be sure to listen for more insights!

Chew on This! A Dental Podcast

Chew on This #70 Space Dentistry, Turkey Teeth and Frisky Koalas

Chew On This! #66 Mystery Edition! Scottish Dentist Goes Rogue

Link to the articles:

Smile Beyond the Stars: A Narrative Review Exploring the Challenges for Dentistry in Space

Official Rulemaking Record Minnesota Board of Dentistry (Starts on page 269):


Synergy Dental Partners believes in the podcast! They are offering to double their free trial offer for NTMT listeners. Synergy is a group purchasing organization (GPO) that lowers your expenses by leveraging their purchasing power.

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course is here to help! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

https://www.odysseymgmt.com/dental-insurance


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

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What's the big deal with the AADOM Conference? New attendees are often surprised by the event so let me share what to expect. The AADOM Conference offers networking and educational sessions plus key opportunities for dental office managers to elevate their careers. ‘Recharged’ is a common way to describe how you'll feel after the sessions. I'll cover:

  • Who attends
  • How it's evolved over the years
  • The quality of education
  • The various awards & designations

This conference is on my “don't miss" list. Hope to see you there!

Links:

www.AADOMConference.com


https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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I'm sharing a recent podcast episode I recorded with my friends at A Breath of Fresh Air. Their podcast focuses on dental billing and they wanted my thoughts on our industry’s future.

We talked about the surprising ways dental and medical billing might start to merge, and why having top-notch training and qualifications isn't just a good idea — it's a must. And, of course, we’re dishing out plenty of practical tips, insider insights, and a few laughs along the way.

I hope this episode is helpful. Definitely check out their podcast for more dental billing talk!

Links

Essential Dental Services

Breath of Fresh Air Dental Podcast: The Future of Dental Billing: Teresa Duncan Looks into her Crystal Ball


https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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Dealing with out-of-control claims can feel overwhelming but I’m here to help you get a handle on it. We’ll break down actionable steps to bring order to the chaos and make sure your dental aging report cleans up nicely.

I’ll walk you through essential steps like setting up separate bank accounts to keep things organized, running insurance aging reports to keep track of pending claims, and sorting out those duplicate claims before deadlines hit. My advice on staying patient and organized will also be a key part of our discussion—these are crucial skills for mastering the insurance game.

A few talking points: * Run Your Reports * Resubmit Older Claims * Check Your Portals * Check EFT Deposits * Call-Chat-Inquire About Claims by Carrier * Notify Patients about balances

Reference: The Advantages of Electronic Transactions


https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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YouTube: https://youtube.com/@odysseymgmt

You should know a few facts about leaving a network before you make any big decisions. In this solo episode, I share tidbits from my hundreds of strategy calls with dentists and managers on this topic. Typically the call starts out with a focus on how much revenue can be generated and patient reactions. I’m more concerned with level-setting your expectations and taking care of your team members.

Touchpoints:

  • Losing patients will suck
  • Why staying in touch with your patients is a requirement
  • Plan to begin a year ahead of termination
  • Are you ready to not just market but become a marketing machine?
  • Your team can torpedo your out of network dreams

Going out of network may not be the answer for you right now. Or this could persuade you to take the leap. I have no skin in the game. I just want you to be successful in your chosen business model. Hope this helps!

Links:

  • Schedule a strategy session with me
  • Mastering Dental Marketing with Sean Hamel
  • Bite-Sized Social Media Strategies for Dental Teams with Rita Zamora
  • Shake Up Your Marketing with Gary Bird of SMC National
  • My events page

Synergy Dental Partners believes in the podcast! They are offering to double their free trial offer for NTMT listeners. Synergy is a group purchasing organization (GPO) that lowers your expenses by leveraging their purchasing power.

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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My Mid-Year Insurance Update webinar generated a lot of questions (as usual!). I couldn’t answer them all so I thought I’d share them with you. The webinar touched on Open Season, Medicare Advantage, audits, materials upgrades and participation considerations. This mixed bag of questions was fun to answer and I hope you are able to utilize the info!

A few talking points:

  • Navigating shared networks
  • Billing for non-covered services
  • Self-funded and fully funded
  • Medicare Advantage fraud, waste and abuse training

Links:

The Mid-Year Insurance Update with Teresa Duncan

How Medicare works with other insurance

Coordination of Medicare and FEHB Benefits


https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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In this episode I was able to hang out with Sean Hamel, the brain behind the Art of Dental Marketing. He believes strongly in personalized, emotionally engaging marketing and gave us lots of examples. He talked about using killer videos and photos to rock Google My Business and then shared super creative ways to get your practice noticed in your community. I still have a lot to learn about videos and self-promotion! Ready to level up your marketing? Let's dive in!

A few talking points:

  • Humanizing dental practices through relatable experiences.
  • Dental fear affects buying decisions, marketing crucial.
  • Don't be afraid to express yourself in your community!

Connect with Sean: Art of Dental marketing | Art of Dental Marketing gm strategy call | Pocket Video Coach

IG: @artofdentalmarketing

@storybaseddentalmarketing


https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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Don't forget to check out the video episode on YouTube!

My friend Brant Herman joins me to talk about virtual clinical dentistry. It's not a stretch to call him a dental visionary. His Mouthwatch camera enabled low cost intraoral imaging at a time when documentation needs increased tremendously. It was a foray into teledentistry that led to our topic of virtual care solutions. Dentistry.one is helping dentists interact and treat patients who often can't make it into our offices. For all of you who want to help the underserved population but are reluctant to deal with state agencies, this is for you. I'm very hopeful about what Brant's doing and hope you become involved!

A few talking points:

  • Virtual dentistry’s staying power
  • COVID-19’s impact on his teledentistry company
  • The future of dentistry - I love this topic!

Connect with Brant: mouthwatch.com | dentistry.one | LinkedIn


Synergy Dental Partners believes in the podcast! They are offering to double their free trial offer for NTMT listeners. Synergy is a group purchasing organization (GPO) that lowers your expenses by leveraging their purchasing power.

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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Don't forget to check out the video episode on YouTube!

In this special mini edition of “Nobody Told Me That!” I turned the reins over to Rita Zamora of Connect 90 to share her expertise in social media content. Social media fatigue is real, but Rita has solutions.

Bonus Tip – Get Some Help: If social media still feels too daunting, Rita advises considering professional help, such as the services offered by her team at Connect 90. They offer a free 30-day trial for social media management, with no obligations or long-term contracts.

Connect with Rita Zamora: Website | Connect90


Synergy Dental Partners believes in the podcast! They are offering to double their free trial offer for NTMT listeners. Synergy is a group purchasing organization (GPO) that lowers your expenses by leveraging their purchasing power.

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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Don't forget to check out the video episode on YouTube!

In this episode of "Nobody Told Me That!" we explore how modern solutions like virtual assistants are transforming dental practices. Joined by industry experts Rita Zamora and Rebecca Herring, expect thought-provoking insights on the rise of virtual front desk teams and how they're revolutionizing patient interactions. From chatbots charming Gen Z to full virtual admin teams, we discussed the tech-savvy solutions reshaping the dental experience. Rebecca shares her tale of triumph with off-site admin teams, boosting efficiency and patient satisfaction. And don't miss Rita’s observations from a high-end salon's virtual reception team - could it be the blueprint for your practice's next big move? Pro tip: Personalized touchpoints like follow-up calls are still king, even in a digital world. So, if you’re considering a virtual workforce, tune in to rethink and refresh your approach to exceptional dental care.

Connect with Rita Zamora: Website | Connect90

Connect with Rebecca Herring: Transformational Dental Coaching


Synergy Dental Partners believes in the podcast! They are offering to double their free trial offer for NTMT listeners. Synergy is a group purchasing organization (GPO) that lowers your expenses by leveraging their purchasing power.

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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Don't forget to check out the video episode on YouTube!

In this episode, I interviewed Dr. Mike Barniv who has impressive street cred in the AI, carrier and clinical arenas. He’s currently the VP of Clinical Affairs at Pearl. Dr. Barniv shared AI’s role in treatment case acceptance. Hint - it helps tremendously! We had a frank talk about how the carriers are using AI in adjudication.

A few talking points:

  • How does AI help dentists to efficiently examine historical images to chart disease progression
  • Using AI to meet carrier documentation criteria
  • Is AI just denying everything?

This is one for the insurance nerds (my people😎). Enjoy!

How to find Dr. Barniv:

HelloPearl.com

https://play.hellopearl.com/

E-Mail


Synergy Dental Partners believes in the podcast! They are offering to double their free trial offer for NTMT listeners. Synergy is a group purchasing organization (GPO) that lowers your expenses by leveraging their purchasing power.

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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Don't forget to check out the video episode on YouTube!

In this episode, we tackle the financial challenges of operating a dental practice, with a special focus on managing supply costs and leveraging vendor relationships. Joining us is Ted Osterer, my friend from Synergy Dental Partners, who shares great advice to optimize dental practice operations. Look at all that we covered:

  • Dental Supply Management
  • Navigating PPO Challenges
  • Role of Group Purchasing Organizations (GPOs)
  • Partnerships for Cost Savings
  • Empowering Independent Dentists

I hope you find Ted's insights as valuable as I did. Thanks for listening!

How to find Ted:

LinkedIn

Contact Number: 516-316-3671


Synergy Dental Partners believes in the podcast! They are offering to double their free trial offer for NTMT listeners. Synergy is a group purchasing organization (GPO) that lowers your expenses by leveraging their purchasing power.

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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Don't forget to check out the video episode on YouTube!

Lisa Greer is the California Dental Association’s dental benefit expert (and repeat guest!). We talked about quite a few topics including Change Healthcare and advice that can get you audited. We both firmly believe that the insurance coordinator is a key player in protecting the doctor’s license. Look at all that we covered:

  • Navigating Change Healthcare's Issues
  • Submitting treatment on claim forms
  • CDT codes and how to stay updated
  • Audit preparedness
  • Medicare Advantage plans
  • Fraud, Waste, and Abuse Training
  • Educating the next generation

I hope you find the rich insights shared by Lisa as practical as I did!

How to find Lisa:

Lisa Greer: lisa.greer @ cda.org

LinkedIn


Synergy Dental Partners believes in the podcast! They are offering to double their free trial offer for NTMT listeners. Synergy is a group purchasing organization (GPO) that lowers your expenses by leveraging their purchasing power.

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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Don't forget to check out the video episode on YouTube!

Join us for a candid conversation about financial management and team development. I’m thrilled to welcome back my close friend, Dayna Johnson, a dental consultant who's made a name for herself in the world of digital workflows and accounts receivable wizardry.

We tackled these topics:

  • Why collection conversations are scary
  • Transparency and practice numbers
  • Investing in training and employee retention
  • How to reduce no-shows
  • The business of dentistry

Links from Episode:

Novonee | Dentrix Training | Education with Dayna Johnson


Synergy Dental Partners believes in the podcast! They are offering to double their free trial offer for NTMT listeners. Synergy is a group purchasing organization (GPO) that lowers your expenses by leveraging their purchasing power.

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

View Details

Don't forget to check out the video episode on YouTube!

Understanding the impact of Dental Service Organizations (DSOs) is critical for every office manager and dentist. My friend Dr. Tony Stefanou - the founder of Connect the Dents - is a solid resource in this area. Even if you’re not planning to join one soon you should know how they operate and grow. We can all learn from the different business models which operate around us. I asked Tony what piques a DSO’s interest and that led to a great conversation about practice valuations. Take some notes with this one!

We tackled these topics:

  • Consolidation in the Dental Industry
  • The Importance of Knowing Your Practice's Value
  • Geography and DSO Expansion
  • Practices in High Demand
  • Honing in on DSO Affiliation
  • Career Paths within DSOs

Connect with Dr. Tony Stefanou:

Connect The Dents

LinkedIn


Synergy Dental Partners believes in the podcast! They are offering to double their free trial offer for NTMT listeners. Synergy is a group purchasing organization (GPO) that lowers your expenses by leveraging their purchasing power.

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

View Details

Don't forget to check out the video episode on YouTube!

Great employees are worth their weight in gold. Managing them is usually the most taxing part of the job. Different personalities, different ages - all of it comes with pros and cons. My guests - Michelle Coker and Matt Nelson from the California Dental Association - help offices with these challenges every day. We unpacked the nuanced dynamics of workplace communication and the generational differences coloring today's dental practices. I hope it’s helpful!

We tackled these topics:

  • Workplace Communication
  • Onboarding & Training Importance
  • Generational Differences
  • Open Dialogue
  • Effective Team Management
  • Gender Dynamics in Dentistry
  • Employee Mental Health
  • The Value of Mentoring and Support

Connect with Matt Nelson: LinkedIn | Email

Connect with Michelle Coker: LinkedIn | Email

California Dental Association: Website

Conflict Management Book Recommendation by Matt: The Five Dysfunctions of a Team


Synergy Dental Partners believes in the podcast! They are offering to double their free trial offer for NTMT listeners. Synergy is a group purchasing organization (GPO) that lowers your expenses by leveraging their purchasing power.

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

View Details

Don't forget to check out the video episode on YouTube!

It’s always fun to have Rachel Wall back for hygiene updates. She’s the founder and president of Inspired Hygiene and is my go-to for shedding light on the latest trends and products in dental hygiene.

We tackled these topics:

  • The challenges of the various hygiene compensation models
  • How a knowledgeable administrative team impacts patient communications
  • Strategies for expanding service offerings in dental hygiene to keep pace with an evolving industry
  • Newer treatments such as remineralization and enamel regeneration

Connect with Rachel Wall and Inspired Hygiene:

  • ➡️ Check out the Perio Protocol Online Bootcamp here
  • Rachel’s Standard of Care free offering
  • Inspired Hygiene | Website
  • Inspired Hygiene (@inspiredhygiene) | Instagram
  • Rachel Wall - Founder & President at Inspired Hygiene | LinkedIn
  • Inspired Hygiene | Facebook

Check out Dr. Emily Boge at Think Big Dental, as mentioned on the show.


Synergy Dental Partners believes in the podcast! They are offering to double their free trial offer for NTMT listeners. Synergy is a group purchasing organization (GPO) that lowers your expenses by leveraging their purchasing power.

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.


Visit odysseymgmt.com to check out my book, webinars and courses.


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

YouTube: https://youtube.com/@odysseymgmt

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SHOW NOTES:

Don't forget to check out the video episode on YouTube!

Returning guest India Chance joined me for another infection control, bug-filled episode! She's the founder of Learn to Prevent and always teaches me something new. Sometimes I wish I didn't know it but it's important for our patients and practices. Some highlights from our talk:

  • Infection Control and Compliance: Autoclaves - who knew they could be a hot topic? See what I did there? 😄 We talked tracking parameters for every autoclave cycle and how digital solutions are becoming the standard.
  • HIPAA Compliance: She shared what to expect during an audit and how to deal with the stress on managerial staff and practice owners. India shares why it motivated her to create a comprehensive onboarding program for new hires.
  • The Importance of Compliance: India talks about her transition from dental hygienist to an infection control inspector.
  • Social Media and Compliance: The potential risks and repercussions of posting on social media platforms, especially concerning HIPAA, OSHA violations, and infection control breaches, are highlighted. Release forms and best practices for using patients' images or likeness on social media - make sure you have them or risk legal action!

For more information on India Chance's programs and services, visit her website to learn more about infection control, HIPAA, and OSHA compliance.

Connect with India:

Learn2Prevent: https://www.learn2prevent.com/

FB: https://www.facebook.com/Learn2Prevent

Learn2Prevent™️ (@learn2prevent) • Instagram photos and videos

LinkedIn: https://www.linkedin.com/company/learn2prevent/


Synergy Dental Partners believes in the podcast! They are offering to double their free trial offer for NTMT listeners. Synergy is a group purchasing organization (GPO) that lowers your expenses by leveraging their purchasing power.

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!


Visit odysseymgmt.com to check out my book, webinars and courses.


YouTube: https://youtube.com/@odysseymgmt

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Don't forget to check out the video episode on YouTube!

In this episode, I sat down with Dr. Bryan Laskin – a dental tech entrepreneur, an author and a good friend. He's been on before (Ep 76) and just like last time, the conversation flowed. Dentistry is changing behind the scenes. We think of progress as materials updates and faster scans. But what happens when the changes occur behind the scenes yet have such a huge impact on your job? Some highlights from our talk:

  • Digital Transformation and Interoperability: We started by exploring the progression of dentistry from analog to digital and now, Bryan's concept of interconnected dental practices. He emphasized the urgency of interconnected electronic dental records and the barriers hindering quality care and innovation.

  • Patient Records and Compliance: The lack of standard procedures for patient data sharing and record access was a chief concern. We dissected the potential fines for non-compliance with federal regulations, and the absence of insurance coverage for such penalties. Bryan provided insights into efforts being made for the development of standards in dental data accessibility.

  • Clinical and Business Integration: The focus then pivoted to the integration of clinical and business insights in dentistry for collective success. We delved into the necessity of this harmonious relationship and the impact it has on the industry as a whole.

  • Challenges and Solutions: The discussion flowed into the challenges faced in dental practices, including misdiagnoses stemming from disparate referral forms and varied laboratory versions. The need for accurate information for precise diagnostics was heightened.

  • Government Intervention and Future Outlook: We rounded off with thoughts on potential government intervention to reform the dental industry, with an emphasis on integrating medical and dental operations and addressing workforce challenges. Bryan shared his perspective on the future of dental technology and the promising advancements up ahead.

Connect with Dr. Bryan Laskin at bryanlaskin.com where you can also find the link to get his new book, Dental Disorder.


Synergy Dental Partners believes in the podcast! They are offering to double their free trial offer for NTMT listeners. Synergy is a group purchasing organization (GPO) that lowers your expenses by leveraging their purchasing power.

https://www.odysseymgmt.com/synergy

NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!


Visit odysseymgmt.com to check out my book, webinars and courses.


YouTube: https://youtube.com/@odysseymgmt

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In this episode, I was joined by Andrew Johnston, co-founder of “A Tale of Two Hygienists,” and the man responsible for The Dental Podcast Network at Dental Economics. He's also a restorative hygienist. Also making an appearance was Editor-In-Chief at Dr. Bicuspid and my Chew On This Podcast co-host, Kevin Henry. We discussed some of the noticeable movements that have been shaking the current norms in the dental industry:

  • Artificial Intelligence: We had to discuss the world of artificial intelligence (AI) and its industry impact. From its potential applications in administrative tasks and clinical settings to concerns about accuracy and overreliance, we tackled the evolving role of AI in the dental field for 2023 and beyond.
  • Compacts between states for dental licenses: We're facing challenges with dental professionals obtaining licenses in different states and the impact on competency and efficiency. The concept of compacts is significant as it highlights the need for agreement on education standards and scope of practice across states. This issue of differing standards and practices has implications for the mobility and professional development of dental practitioners. And yes, we go into what a compact actually means!
  • Evolving landscape of industry events: Declining attendance at dental conferences introduces financial strain to vendors. It's actually helped the rise of online CE platforms. There's a need for a different approach to attract quality education and speakers to create an amazing attendee experience.

Let's see if 2024 brings improvements but we should be prepared for new developments.

Connect with Andrew Johnston at A Tale of Two Hygienists

Connect with Kevin Henry on his IG page and at Kevin Speaks Dental

Don’t forget to check out my other podcast, Chew on This - A Dental Podcast!, also with Kevin as my co-host.


Huge thanks to Curve Dental for sponsoring this episode! Grab a demo with them through the link below (no affiliate money to me) and see if they're a fit.

curvedental.com/duncan


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!


Visit odysseymgmt.com to check out my book, webinars and courses.

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In this episode, we dive deep into the concerning issue of workplace violence in dental offices. I was joined by my friend Duane Tinker, a compliance consultant and former investigator for the Texas Dental Board. This episode is a bit more serious than usual but oh so important.

  • Dental Office Safety: We discuss the duty of business owners to provide a safe workplace, the importance of contingency plans, and the potential legal ramifications they may face in case of violent incidents. We also touch on the delicate topic of carrying guns at work - you have to know your local laws and regulations. The episode took a sobering turn as we discussed real-life cases where dentists have been killed in their offices. We explore the traumatic aftermath of such incidents and the long-lasting effects they have on individuals and the dental field as a whole.
  • Safety Measures and Self Defense: We also touch on practical safety measures that dental offices can implement, such as panic buttons, safe rooms, and preparation exercises. Tink (as his friends call him) offers valuable insights into self-defense methods that you can utilize, including using non-traditional objects as weapons.
  • Staying Informed and Educated to Ensure Compliance: Tink shares his expertise on fraud, waste, and abuse laws and why you can no longer take the risk that “it won’t happen to you.”

I hope that this episode empowers you to create a safer and more compliant dental practice. For you and your team.

Resources from the call:

  • ADA’s Tip Sheet on Workplace Violence: https://www.ada.org/-/media/project/ada-organization/ada/ada-org/files/publications/guidelines-for-practice-success/gps-regulatory/employee-on-employee-violence-tip-sheet.pdf
  • Elite Learning’s class on the topic: https://www.elitelearning.com/resource-center/dental/workplace-violence-in-the-dental-office/
  • Article on Patient Aggression: https://www.safetyandhealthmagazine.com/articles/20660-patient-aggression-toward-dentists-a-common-issue-survey

Connect with Duane “Tink” Tinker:

  • Talking with the Toothcop Podcast
  • Facebook: The Dental Compliance and Duane Tinker
  • Linkedin: Duane Tinker
  • Book a Call with Duane Tinker

My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!


Visit odysseymgmt.com to check out my book, webinars and courses.

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In this episode, I was joined by Gary Bird, founder and managing partner of SMC National, to discuss changes in dental marketing strategies. We talked about many topics but really became animated when these came up:

  • Video Marketing: Gary emphasized the importance of video in marketing, especially for promoting larger dental treatments. He discusses how high-quality videos can lower customer acquisition costs, build trust with patients, and address specific concerns of pediatric patients and their parents. He also explains how dentists who are camera-shy can use other staff members for their videos and highlights the value of regular content creation for social media.
  • Practice Management Software: We talked about collaboration resistance of software providers and how the limitations of existing software solutions result in offices with multiple products. But don’t worry, the emerging trend of all-in-one software solutions is here. Again.
  • Marketing Strategies and Business Growth: Marketing strategies now include membership plans and expanding service mix marketing of clear aligners and implants. But what to do about the challenges of finding/hiring hygienists? Gary shares insights into tracking Return on Investment (ROI) for marketing efforts, addressing issues within the office that affect marketing success, and negotiating rents and cutting costs to improve financial situations for dentists.

I hope you glean a handful of tips to shake up your own marketing!

Connect with Gary:

  • thegarybird.com and at smcnational.com
  • Instagram: @SMCNational and @thegarybird
  • Podcasts: https://smcnational.com/podcasts/

My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!


Visit odysseymgmt.com to check out my book, webinars and courses.

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October is Cybersecurity Awareness Month. In this episode, I took a deep dive into the world of cyber attacks and cybersecurity in the dental industry. My guests Teresa Pichay of the California Dental Association and Colette Johnson of The Dentists Insurance Company shared how phishing, vishing (it’s a thing!), and other forms of cyber attacks take advantage of human behavior and the potential consequences for dental practices. Our guests share real-life stories and offer valuable insights into protecting sensitive patient information and staying compliant with HIPAA regulations. We also touch on the rising threat of ransomware attacks and the alarming costs associated with breaches in healthcare. Nobody told me that bad cybersecurity could be not only very expensive but potentially destructive to your practice’s operations.

Connect with the Panelists:

  • Teresa Pichay, Senior Practice Analyst at California Dental Association - LinkedIn
  • Colette Johnson, Senior Property Claims Representative, TDIC - LinkedIn

California Dental Association (CDA)

  • LinkedIn
  • Facebook
  • Instagram

The Dentists Insurance Company (TDIC)

  • Website
  • LinkedIn
  • Facebook

HIPAA TV - Youtube


My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!


Visit Odysseymgmt.com to check out my book, webinars and courses.

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It's a beautiful situation when a manager and dentist truly co-pilot the practice! It takes work to reach that balance though. For this deep dive into the manager-dentist dynamic, I gathered three dentists in different stages of their careers. They shared what worked and - more importantly - what didn't work. They also shared how they show appreciation for their team (hint: constant and sincere expressions work best). Laughs were definitely shared all around when discussing our missteps - learn from us!

The best managers I've encountered are true vision partners in the practice. Dentists want and need us to reach their full business potential. I hope this episode shines a light on how awesome this partnership can be.

Huge thanks to Curve Dental for sponsoring this episode! Grab a demo with them through this link (no affiliate money to me) and see if they're a fit.

↪️ CurveDental.com/duncan

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Connect with the Panelists:

  • Dr. Danny Banks - Water Valley Dental
    • Facebook
    • Instagram
  • Dr. Alexis Mierzwa - Cedar Creek Dental
    • Facebook
    • Instagram
  • Dr. Natasha Khurana - Strong Ties and Sporting Smiles Pediatric Dentistry & Family Orthodontics
    • Facebook
    • Instagram

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My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

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Visit Odysseymgmt.com to check out my book, webinars and courses.

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It's not often I can fangirl over one of my guests! Dr. Addison Killeen joined me to discuss the importance of systemization in dental practices and how it can transform the way we run our businesses. I've listened to him speak on these topics and am thrilled to share this knowledge with you. He believes that high levels of systemization and consistency lead to easier onboarding of new employees. We discussed the need for leaders to regularly evaluate and update their checklists and processes - things change! Addison also opens up about the challenges of dealing with potential theft and the heartbreaking reality of a trusted team member becoming dishonest. He shares practical tips on implementing systems like video cameras and multiple hands on money to prevent theft and create checks and balances.

But it's not all serious business! We dove into the why and how of his extensive line of operations manuals. I highly recommend them if you're seeking consistency in your systems. Whether you're a dentist looking to streamline your practice or a team member wanting to contribute to a more efficient workplace, this episode is packed with practical advice and inspiration. As promised, I share below my favorite podcast episodes in which he gives mini-financial lessons. Listening to them is how I became a fan!

Reach out to Dr. Killeen:

  • Dr. Killeen's books and manuals
  • The Daily Dental Podcast
  • Connect on LinkedIn

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Some of my favorite episodes with Dr. Killeen on The Dental Entrepreneur Podcast:

  • How to Double Profitability Part 1 and Part 2
  • In the Trenches - Systemization and Overhead Control Part 1
  • Cash Flowing Throught Your Business Part 1 and Part 2

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My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

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Visit Odysseymgmt.com to check out my book, webinars and courses.

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This one is for you, my fellow insurance nerds! Outsourcing and insurance are two hot topics in most dental groups. Many offices choose to outsource to lessen strain on and burnout of their valued team members. This strong demand has resulted in many brave entrepreneurs offering this service. I asked three successful remote billing company owners to share their knowledge. Here are a few topics we covered:

  • Why they started their companies
  • How they manage their clients' expectations
  • Billing issues that are common to billing companies
  • What's on the horizon for dental billing

Huge thanks to Curve Dental for sponsoring this episode! Grab a demo with them through this link (no affiliate money to me) and see if they're a fit.

↪️ CurveDental.com/duncan

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Connect with the Panelists:

  • Remote Dental Billing Connections Facebook Group
  • Amanda DeMoura - Essential Dental Services
    • Facebook
    • Instagram
    • LinkedIn
  • Estela Vargas - Remote Sourcing
    • Facebook
    • Instagram
    • LinkedIn
  • Meghan Mackey - 509Assist
    • Facebook
    • Instagram
    • LinkedIn

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My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

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Visit Odysseymgmt.com to check out my book, webinars and courses.

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My guests are Matt Nelson and Lisa Greer from the California Dental Association. They handle practice management and benefits issues from their member dentists. Between the two of them they've heard some stories! They share so many tips on this episode. Just a few critical topics facing owners and practice leaders:

  • Non-covered services
  • Leased networks confusion
  • How to handle audits
  • Recoupment requests
  • The importance of strong leadership training in this environment of compliance and audits
  • Evaluating your contracts

The conversation took an interesting turn when we discussed venturing out-of-network and its pertinent considerations. Should you send a letter to your patients or not? We packed this episode full of "Nobody Told Me That!" moments. I hope it's helpful!

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Connect with the Panelists:

  • Lisa Greer - Dental Benefits Analyst
    • CDA's Dental Benefits site
    • lisa.greer at cda.org
  • Matthew Nelson - Practice Management Analyst
    • CDA's Practice Management site
    • matthew.nelson at cda.org
  • FB: California Dental Association
  • Twitter: @CDAdentists
  • Instagram: @CDAdentists
  • LinkedIn: California Dental Association

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My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

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Visit Odysseymgmt.com to check out my book, webinars and courses.

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Another fun panel discussion! My two guests have helped offices grow by advising or facilitating the changes. Malika Azargoon and Jennifer Steadman shared their thoughts on these topics:

  • the importance of signage
  • due diligence and how non-contractual items can kill a deal
  • who you want on your transition team

Lots of laughs, stories and advice. I hope you find it to be helpful!

Huge thanks to Curve Dental for sponsoring this episode! Grab a demo with them through this link (no affiliate money to me) and see if they're a fit.

↪️ CurveDental.com/duncan

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Connect with the Panelists:

  • Jennifer Steadman - Steadman Onboarding Solutions
    • Facebook @SOSSteadmanOnboarding
    • IG @sos_steadman_onboarding
    • Website
  • Malika Azargoon - Zar Dental Consulting
    • Website
    • Facebook @zardentalconsulting
    • IG @zardentalconsulting
    • LinkedIn

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My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

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Visit Odysseymgmt.com to check out my book, webinars and courses.

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What I love about my conversations with Dr. Gerilyn Alfe is how candid she is. She talks about her unexpected experience switch from dentistry to coaching. We then dish a bit about working with different dental team types. A conversation about muddy dental vision (not the eyes) and how to prioritize our many office systems rounds out the episode. Lots of laughs and knowledge!

A possible bonus for you (if you're interested!): here is my B.A.N.K. personality assessment - enjoy! I loved it - get in touch with her to get it set up for you and your team.

Reach out to Gerilyn!

  • Get Ahead Coaching and Consulting
  • Her LinkedIn
  • Her Instagram
  • Get Ahead Facebook

My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $50 courtesy toward your investment.

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!


Visit Odysseymgmt.com to check out my book, webinars and courses.

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Expansion, sales, associates - all this practice growth can be hard on a practice. We tend to think of growth as a positive experience and usually, it is. However the financial health of the practice can be threatened by over-leveraging, participation decisions and team changes. Perrin DesPortes shed a lot of light on these topics and shared strategies to stay healthy - fiscally, that is. From software investments to keeping team members during transitions, the conversation flowed with insight after insight. I hope you enjoy this financially focused episode!

Reach out to Perrin and the Polaris Healthcare Partners team:

  • Building Your Enterprise Platform May 10-12th in Ft. Lauderdale
  • Polaris Healthcare Partners website
  • Polaris Healthcare Partners Facebook
  • Polaris Healthcare Partners LinkedIn
  • Polaris Healthcare Partners YouTube
  • Polaris Healthcare Partners Instagram

My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $50 courtesy toward your investment.

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

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Visit Odysseymgmt.com to check out my book, webinars and courses.

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Hiring associates can be such a pain BUT it's beautiful when it works. I gathered a smart group of managers who have spent years hiring and training associates in their practices. I hope their knowledge can help you anticipate any upcoming transitions for your office. Some highlights:

  • Which traits are a hard pass when interviewing associates?
  • Are new associates really interested in buying in?
  • What are the best ways to introduce an associate to patients?

Huge thanks to Curve Dental for sponsoring this episode! Grab a demo with them through this link (no affiliate money to me) and see if they're a fit.

↪️ CurveDental.com/duncan

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Connect with the Panelists:

  • Stacey Singleton, CDA, EFDA, MAADOM - York County Pediatric Dentistry
  • Barbra Curtis, LDH, CEO - Cambridge Family Dentistry
  • Lynda Davenport, RDA, FAADOM: Endodontic Associates, P.A.

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My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $50 courtesy toward your investment.

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

-------------

Visit Odysseymgmt.com to check out my book, webinars and courses.

View Details

What an enlightening episode! Elvis Dahl and Barb Warner from Voices from the Bench Podcast spoke openly about the business of dental labs. I definitely learned a good amount. Imagine your lab comes in and shows you how to up your scan game. What about if they helped you to be more confident with larger restorations? This means more revenue. We covered so much in this episode. Share this one with your team!

A few topics we covered:

  • Is consolidation hurting the lab business? Their answer surprised me.
  • They shared what info they would love to get in addition to the prescription. It's not that hard and it makes a huge difference.
  • Is dentistry in a race to the bottom? Seems so and it's from all sides.
  • Hygienists and assistants are seeking jobs in labs. Is this an option for our burned out team members?

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Connect with Elvis and Barb:

  • Voices From the Bench Podcast
  • Elvis Dahl on LinkedIn
  • Barbara Warner Wojdan on LinkedIn
  • Their hilarious Instagram meme account
  • Information on Lab Day

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- Odyssey Management (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations (use ‘newsletter’ for $3 off)

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It’s wild that Amanda and I actually worked together years ago! We take a quick trip down memory lane but then we dive into some really gross but fascinating topics. Infection control is no laughing matter but we couldn’t help it. Biofilm, cultures, water testing, fake nails - we went through it all. Enjoy!

  • Article Amanda referenced: Waterline warning: Dental practices, listen up | Dentistry IQ
  • If Saliva Were Red | OSAP | Dental Infection Prevention & Safety Association
  • OSAP.org

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Connect with Amanda:

  • Amanda Hill RDH
  • Amanda's Facebook
  • Amanda Cole Hill (@amandahillrdh) • Instagram photos and videos
  • Amanda Hill, RDH - Independent Dental Educator, Writer, Business Consultant - Freelance | LinkedIn

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- Odyssey Management (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations (use ‘newsletter’ for $3 off)

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Dental billing is evolving but it seems like our systems are always slow to change. Listen in as I talk with a group of dental nerds (like us!) about what they see out there. Some highlights:

  • Faster billing cycles are the way to go.
  • Passing credit card fees to the patient. You may change your mind with this one.
  • Is it easier to ask for money nowadays? Maybe so!

Huge thanks to Curve Dental for sponsoring this episode! Grab a demo with them through this link (no affiliate money to me) and see if they're a fit.

↪️ CurveDental.com/duncan

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Connect with the Panelists:

  • Angela Davis Sullivan: Adaptive Dental Solutions; Instagram link
  • Ashley Bond: Bond Dental Billing; Instagram link
  • Michelle Affanato: Affinity Dental Management; Instagram link

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- Odyssey Management (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations https://www.odysseymgmt.com/Odysseybook

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Full show notes/links on the podcast home page! https://nobodytoldmethat.libsyn.com

Rachel Wall is back on the podcast to share more periodontal wisdom! For 2023 she turned parts of Inspired Hygiene’s coaching into a Perio Protocol Online Bootcamp. I love a good deep dive! Periodontal programs will need real attention in the coming year. You won’t be profitable until you’re able to nail down team calibration in this area. Don’t forget to download her complimentary standard of care worksheet!

Here are a few of our discussion points:

  • Why clinical leaders need to be clear about their treatment philosophy
  • Calibrating team knowledge is a big time investment that pays off. She shares her best tactics to achieve this level of teamwork.
  • How veteran hygienists can hinder a new hygienist’s enthusiasm (sound familiar, admin team?)
  • Clinical notes continue to be an office’s biggest legal weakness
  • Conversation skills - we love this topic!

Connect with Rachel Wall and Inspired Hygiene:

  • ➡️ Check out the Perio Protocol Online Bootcamp here
  • Rachel’s Standard of Care free offering
  • Inspired Hygiene | Website
  • Inspired Hygiene (@inspiredhygiene) | Instagram
  • Rachel Wall - Founder & President at Inspired Hygiene | LinkedIn
  • Inspired Hygiene | Facebook

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- Odyssey Management (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations (use ‘newsletter’ for $3 off)

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On Election Day, Question #2 in Massachusetts easily passed. Medical loss ratio (MLR) is a hot topic right now but what is it and will the bill have the desired effect on the market? Time will tell.

Also,debridement is a hot topic nowadays. I know, exciting! The code is being tweaked for 2023. I discussed the myths around D4355 and what the revision means for your schedule.

Resources from the show:

  • Insurance Extravaganza 2023: THE Dental Revenue Cycle Conference
    • Use “teresa” for $100 courtesy!
  • 2023 Coding Update Webinar
  • Policy paper from Tufts regarding Question 2

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversatio

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My long-time friend Ann Marie DePalma joins me to shed more light on the provider-side usage of AI. She's a Customer Success Manager with Pearl. Case presentation tips flowed! We discussed a variety of related topics including:

  • How you can use AI to train your team and calibrate clinician diagnostic instincts.
  • Yes, carriers utilize it but we are the first point of contact with the patients. Let's turn that into an advantage.
  • We reminisced about the 10-hour implant courses we taught years ago (that's not a typo!)
  • Ann Marie still teaches documentation and case presentation. Maybe it's time for a class.

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Connect with Ann Marie:

  • Pearl AI - hellopearl.com
  • Connect with Ann Marie

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Ryan is one of those guys that loves to build and turn around businesses. It’s fascinating to talk about strategies and industry trends with him. The generations and their particular consumer behaviors are important to him and so he keeps up with all the studies. Lucky us because he shares them with us! We also talk about his recent acquisition of the Speaking Consulting Network and how he plans to bring tremendous value to membership. If you’re considering opening up your own dental company then you’ll want to check out that part!

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Connect with Ryan Vet and Speaking Consulting Network

  • www.RyanVet.com
  • www.SpeakingConsultingNetwork.com
  • Ryan Vet (@ryancvet) • Instagram photos and videos
  • Ryan Vet - President - Third | LinkedIn
  • Ryan Vet | Facebook

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Oops - I nerded out again. Brian Phillips was my partner in insurance geekdom this time. He knows so much about leased networks and provider credentialing. Sometimes it’s the people behind the scenes that can give you the most information - Brian fits that category to a tee. Listen in to a deep dive into the behind the scenes of contract management.

Recorded live at the 2023 Hinman Dental Meeting!

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Connect with Brian Phillips and Five Lakes Professional Services

  • Five Lakes Dental Practice Solutions
  • Email Brian at Brian.Phillips at fivelakespro[dot]com

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Another Hinman Lounge podcast! This time I sat with Drs. Kaplan and Gans to discuss implant care and sensitivity. That sounds very formal but they’re very fun and smart ladies, promise! I needed to ask about sensitivity because I’m now a pitiful baby during my cleanings. Shout out to my hygienists Camilla and Katie for putting up with my sensitive self :)

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Connect with Crest:

  • Dental Care Information for Professionals | Dentalcare.com
  • Dr. Stephanie Kaplan | LinkedIn
  • Dr. Stephanie Gans | LinkedIn

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Earlier this year I spoke at the Hinman Dental meeting and was able to be a part of their Podcast Lounge. Very cool - hope more shows do this! I asked a few guests to stop by and Brad James was kind enough to make a 2nd podcast appearance. We talked about consumer behavior and what to expect with an uncertain economy.

A few highlights:

  • Employer choice is the key to better benefits (either through carriers or a membership plan)
  • Hear about the practice information I walked my audience through in my PPO participation workshop at Hinman. I’m giving another one at AADOM in September.

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Connect with Brad James and Kleer:

  • In-House Dental Membership Plan Software | Kleer®
  • Connect with Brad on LinkedIn

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Kim McGuire of Fortune Management is one of my favorite people to talk business with. Not just ‘what’s up with you?’ business but the business of dentistry, numbers and strategy. It felt good to deep dive into current conditions and how we can flex to succeed. We talked about these topics and more:

  • Where did the critical thinking go?
  • Her practical vision of accelerated hygiene
  • Associate dentists providing hygiene? The horror!
  • How her clients are adapting to our post-Covid, inflationary reality
  • Shifting job responsibilities - how do we define these?

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Connect with Kim:

  • Kim McGuire's contact information
  • Kim's LinkedIn

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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What if you could put new or unsure employees through a bootcamp? The culture shock in dentistry is real - the hard truth is that our new stars need more direction than a manual and some webinars. Our busy offices sometimes don’t allow us that luxury but what if that’s a cycle to be broken? Michelle Affanato has worked with hundreds of offices learning their pain points and stumbling blocks. She shares her thoughts with me in this episode. Here are some of our talking points: * How to best teach block scheduling * Are we tripping over new hires at the expense of our current super stars? * We should be asking patients for more money, more often * Why so much focus on new patients instead of retention? * How friendly is too friendly for team members?

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/ Resources about today’s show topics:

  • The True Cost of Not Providing Employee Training
  • The Cost of Training vs. Not Training | LawCrossing.com
  • The Association of Dental Implant Auxiliaries
  • Employee Tears (@employeetears) • Instagram photos and videos

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Connect with Michelle:

  • https://affinitymanagement.co/
  • https://www.instagram.com/michelle_affinitymgmt/
  • https://www.facebook.com/michelle.affinitymanagement/

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Have you heard of Log4Shell? Well, that’s why you need to stay up to speed on security issues. Most offices have ‘the IT company’ or as I called him ‘the IT guy.’ Nowadays you need help managing the CBCT, patient communication, phone system and practice management system. My guest is Dan De Steno from NOVA Computer Solutions - a managed services provider I’ve recommended for years.

He scared the bejeesus out of me by explaining the new Log4Shell vulnerability that WILL AFFECT US ALL. We also talked about setting up your employees to work from home and the liabilities that come into play. Hiring an outsourcing company? You need to protect yourself from their systems. Information technology management is not what it was years ago - I came away with a ton of new information - I hope you do too.

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Resources about today’s show topics:

  • The Log4Shell 0-day, four days on: What is it, and how bad is it really? | Ars Technica
  • The race is on to patch Log4Shell, the bug that's breaking the internet | TechCrunch
  • Chinese hackers are already exploiting 'fully weaponised' Log4shell software vulnerability | Daily Mail Online
  • The Evolving Threat of Ransomware | The State of Security
  • Report: 60% of orgs hit by ransomware-as-a-service attacks in the past 18 months | VentureBeat

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Connect with Dan and NOVA Computer Solutions:

  • NOVA Computer Solutions
  • NOVA Computer Solutions, LLC - Home | Facebook
  • NOVA Computer (@NOVAComputers1) / Twitter
  • LinkedIn: NOVA Computer Solutions/
  • NOVA Computer Solutions - YouTube

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Infection control may seem boring but I’m telling you, my guest makes it interesting! For example - what do coffee and fake nails have in common? They don’t belong in your clinical area! Infection control expert and auditor India Chance joins me to discuss this and so much more. My main takeaway from this: someone actually thought to use their beef jerky maker to sterilize masks. I’m somewhat entertained by this!

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Connect with India:

  • Learn2Prevent: Infection Control - sign up for her newsletter!
  • FB: https://www.facebook.com/Learn2Prevent
  • Learn2Prevent™️ (@learn2prevent) • Instagram photos and videos
  • LinkedIn: https://www.linkedin.com/company/learn2prevent/
  • Podcast: Level Up Infection Prevention (podcast) - India Chance and Michelle Strange

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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This episode is actually a follow up webinar for an AADOM panel discussion that I hosted. Boy that’s a mouthful! Curve Dental sponsored a fantastic panel discussion at AADOM’s annual conference. We wanted to continue the conversation with a follow up webinar that expanded on some of the most popular topics. Staffing, COVID situations, doctors running reports and increased embezzlement were just some of the topics we tackled. Enjoy!

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Resources:

  • Curve Dental - check them out!
  • Susan Gunn - Susan Gunn Solutions
  • Angela Davis-Sullivan - Adaptive Dental Solutions
  • Malika Azargoon - Zar Dental Consulting
  • American Association of Dental Office Management: AADOM

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Another insurance nerd joins me on the podcast! Rick Garofolo of Practice Mechanics teaches me about the Cures Act - part of me wishes I didn’t know anything about it. BUT it’s important and we need to be compliant when it goes into effect. We also discussed some hot topics from his classes at the recent American Association of Dental Office Management’s Annual Conference. You may be surprised to learn how you should be tracking inactive patients. We talk about chart notes. I hope you get as excited as we did! 😄 Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Resources:

  • The Practice Mechanic - Remote Dental Billing
  • Dental Billing, Coding and Insurance Academy Facebook Group
  • ONC's Cures Act Final Rule supports seamless and secure access, exchange, and use of electronic health
  • ADA weighs in on 21st Century Cures 2.0 Act
  • Cures Act - Information Blocking Rule Q&A - CDA
  • Andre's Eaglesoft Field Guide Facebook Group
  • Dental Management Excellence Community - Powered by AADOM

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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This episode focuses on spending habits and lessons learned from past recessions.

Sameer Bhasin is CareCredit’s VP of Alliances and has worked with dental offices for over 20 years. He shared that cosmetic surgery was the first division of CareCredit to rebound after the lockdown. So is it easier to discuss financing liposuction than crowns? Maybe. You be the judge.

Both of us were in dentistry during the last recession so we shared our observations and tips for not repeating the same mistakes. Here’s a clue: diversification in services and financial offerings saved a few offices. Enjoy the episode!

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com

CareCredit Links:

  • CareCredit Provider Portal
  • CareCredit Resources and Tools for Your Practice
  • Text your name and rep request to: 714-492-1120

Sameer’s information:

  • Sbhasin @ carecredit dot com

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The 3rd Annual Insurance Extravaganza happens in November in Orlando. Founder Christine Taxin and accountability coach Lynne Leggett join me to talk about the benefits side of dentistry. The changes are coming at us fast and furious - it takes a community to truly stay on top of it all. We discuss Medicare, Medicaid, credentialing and all sorts of pain points that pop up on an insurance coordinator’s radar. Hope it helps and hope we see you in November!

  • Insurance Extravaganza Nov 12-13, 2021 – Dental Medical Billing

Use “Odyssey” to receive a courtesy after the early bird deadline has passed.<<

  • New FAQ addresses questions about Medicare dental benefit proposals
  • Credentials Program – Dental Medical Billing

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Popular speaker and workshop host Judy Kay has been helping teams collaborate and succeed for as long as I’ve known her. I asked her a million questions about practice culture and how to not only change it but to protect it as well. We went through quite a few scenarios and then topped it off by reminiscing about our own times as manager and Chief Everything Operator many many years ago. I always enjoy my time with her and I hope you do as well!

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Quotes:

  • “Culture camps are to help a team launch a happier and healthier culture in the practice.”
  • “People want to show up and have a good day.”
  • “Treat each other as well or better than you treat your patients.”
  • “If I could wave a magic wand and make things better, what would that look like for you?”
  • “Loyalty is not loyalty if you are not present and engaged.”
  • “You need to sit back for the first 90 days and observe what is going on.”
  • “If you create a culture where people are excited to work, you will find people.”
  • “Let your bad employee go because if you don’t you will lose your good ones.”

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Resources:

  • Judy Kay's Website for Culture Camps, Gift Seminars and her three books!

Find Judy:

Facebook: Practice Solutions / Judy Kay Mausolf - Home

Twitter: Judy Kay Mausolf (@JudyKayMausolf)

Linked In: https://www.linkedin.com/in/judy-kay-mausolf

Youtube: Learning Lab with Judy Kay Mausolf!

Instagram: https://www.instagram.com/practicesolutionsinc/

Also! Grab this Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy! Click here for the Prepare Protect Prosper eBook

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Brad James and I dished about the landscape of dentistry and then considered it from the patient and employer points of view. He’s the Director of Partner Development for Kleer, a membership plan software solution. We go into a few statistics (of course) about patient behavior with and without insurance as well as how offices could change strategy when faced with increased consumerism. We had a great talk about patient attrition and why dentists don’t explore this expensive practice weakness. Hopefully you come away with some ideas on how to improve your handling of these patients.

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Quotes:

  • “It is usually the employer that is picking the plan.”
  • “What Kleer is doing is going to the employer on the dentist's behalf.”
  • “Only 7% of your patients are going out on their own and looking for plans.”
  • “Must employees pay more for their dental benefits than they think they are.”
  • “The data showed that 25% of the market was offering an in-house dental membership plan.”
  • “When they do join the membership plan they become more profitable.”
  • “Our data shows that they are 2x more profitable than their uninsured counterparts.”
  • “The patients that leave, they are never going to tell you.”
  • Re: patients in a focus group: “Patients will tell you everything that is wrong with your practice, it’s hard to hear but you up your game.”
  • “The bottom line is nobody likes their baby being called ugly, but you are never going to improve unless you know where patients are looking down on your practice.”
  • “Clinical care is not what they are judging you on - they don’t know how to judge you on your clinical skills.”
  • “When was the last time you took inventory of the patient experience from the patient's view?”

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Resources:

  • In-House Dental Membership Plan Software | Kleer®
  • Connect with Brad on LinkedIn

Also! Grab this Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy! Click here for the Prepare Protect Prosper eBook

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Where did all these Medicare Advantage plans come from? They’re great for seniors to be able to afford more dental care but they’re taking a lot of offices by surprise. I asked my friend Dilaine to break it down for you (and for me!) We throw around a lot of words like opt-in, enrolled and prescribing physician. They each have significant meaning and we will need to not only know them but to adequately explain it to our patients. I expect you’ll take plenty of notes - I know I did!

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Quotes:

  • “Any provider who opted out of traditional Medicare is not eligible to receive benefits from a Medicare Advantage plan.”
  • “It seems like everyone and their brother has a Medicare Advantage Plan.”
  • “There is a lot of stuff with Medicare that does apply to the dentists that flies under the radar.”
  • “We can dive into a deep black hole and stay there (to investigate Medicare Advantage), but office managers may not be able to do that.”
  • Regarding customer service reps: “If it’s not on their list in front of them they will not know the answer.”
  • “Be sure you have entered into a written private contract with that patient and I recommend doing that every two years, every time that renewal period comes up.”
  • “If you have to listen to this again no one would blame you, this is not easy stuff.”

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Resources:

  • CMS: Home - Centers for Medicare & Medicaid Services
  • Who are the MACs (Medicare Administrative Contractor)?
  • Example of a Medicare Advantage offering

Connect with Dilaine:

  • Dilaine Gloege, CDA, CPC - Dental Speaker, Author, Educator, and Coach/Director of Education/Client Services
  • Dental ClaimSupport: Outsource Dental Billing for More Smiles, Less Stress

Also! Grab this Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy! Click here for the Prepare Protect Prosper eBook

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Returning guest Dayna Johnson talks to us about what she’s seeing in patient accounts. Some of the most common mistakes can cause big headaches when it’s time to bring on a new dentist or time to make a sale. Find out which reports she runs daily, weekly and monthly - and why. If you love numbers and attention to detail then this episode is for you 💰

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Quotes:

  • “When she went to sell her practice she ran her reports for probably the first time.”
  • “I think a lot of people had a lot of time off and used that time to clean up their ledgers.”
  • “Your blog is something that everyone can learn from.”
  • “If you don’t work the accounts receivable, you don’t get paid.”
  • “If you throw someone on the front line and they are not properly trained and onboarded, they will be overwhelmed, and you will lose them.”
  • These scrubs are out of control! “Stop with the whale tail.”
  • “It is too overwhelming to just sit them down in front of the computer and hand them the Dentrix manual.”
  • “I like doing daily billing statements.”

Links from Episode:

Novonee | Dentrix Training | Education with Dayna Johnson

[BLOG] Your Dentrix ledgers need some spring cleaning

Also! Grab this Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy! Click here for the Prepare Protect Prosper eBook

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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“Disruption offers opportunity” - wise words from my guest Lisa Copeland. We talk about being brave, encouraging and firm in our team interactions. Each position and age group in our office has its own communication styles. The last year brought to light issues that should be addressed before they can cause lasting damage to your team. Topics like bullying, burnout and generational behavior are addressed. Hope it’s helpful!

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Quotes:

  • “I get calls every week from people that are frustrated and don’t know how to handle the workload anymore.”
  • “There is a huge communication gap that was exposed through covid.”
  • “12% of hygienists have left the workfield.”
  • “My dog Griffin has been employee of the month for about 6 years!”
  • “Gen Zs are looking for security.”
  • “We can’t expect people to change, we need to adapt to them.”
  • “Gen Z is going to have dentistry changing in leaps and bounds.”
  • On gossiping: “That chirping behind someone's back can grow very loud.”

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Links from Episode:

  • Lisa’s website: https://www.communicatewithinfluence.org
  • Her speaker packet is here
  • Facebook: https://www.facebook.com/CommunicateWithInfluence
  • Twitter: Lisa Copeland (@Irongalcopeland)
  • LinkedIn: www.linkedin.com/in/lisagcopeland
  • YouTube Lisa Copeland
  • Instagram: http://instagram.com/communicatewithinfluence

Also! Grab this Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy! Click here for the Prepare Protect Prosper eBook

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Dr. Gina Dorfman joins me to discuss her perspectives on patient behavior, group interviews and not managing like a witch. Could you be a micromanager and not even know it? I was one - I’ll admit it. We then talk about how patients are usually ready to commit when they contact you. I think you’ll be surprised at how easy it is to turn a patient away.

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Quotes:

  • “Done is better than perfect.”
  • “If you need to micromanage a person, you have the wrong person.”
  • “Aptitude is great - we can teach that but attitude, that is essential.”
  • “You can have the best people in the world, but you need systems.”
  • “30% of your marketing dollars are being wasted on people who cannot schedule during the day.”
  • “It’s not about you, it is about the office.”
  • “If I can’t do it online, a lot of times it isn’t getting done.”
  • “They brought themselves to the party, I just need to open the door and let them in.”
  • “I have never seen a front office where everything is done.”

Links from Episode:

  • Dr. Dorfman’s Website
  • Yapi’s site
  • Insurance and Getting to Yes with Teresa Duncan
  • Mike Michalowicz - Small Business Author
  • Dr. Dorfman interviews Mike Michalowicz
  • Good to Great: Why Some Companies Make the Leap and Others Don't by Jim Collins
  • Procrastinate on Purpose: 5 Permissions to Multiply Your Time by Rory Vaden
  • Take the Stairs: 7 Steps to Achieving True Success by Rory Vaden

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Also! Grab this Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy! Click here for the Prepare Protect Prosper eBook

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 o

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Rita returns to the podcast with a bold question: are we letting our own preconceived notions of social media affect how we reach out to patients? I can say that it does for me and I have to remind myself of what my audience wants from me, not the other way around. She shares a recent experience that caused her to rethink strategy as well. Find out what’s new with the Apple iOS update and why TikTok can be exhausting for dental offices.

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Quotes:

  • “Our social media bubbles can hurt us.”
  • “What we think is true for us on social media is not true for everyone.”
  • “It almost takes a village sometimes to run social media.”
  • “Have a program in place that is going to save you time and be easy for your team members to collaborate on.”
  • “If you want to be discovered on Instagram, you should be using your hashtags.”
  • “To keep yourself from burning out you need to have support.”

Links from Episode:

  • How Apple's iOS 14 Release May Affect Your Ads and Reporting
  • Apple, Its Control Over the iPhone, The Internet, And Yes, The Metaverse — MatthewBall.vc
  • TikTok Turns Average Joes Into Stars. Then What?
  • Behind the Scenes of a TikTok Video: Weeks of Work for Seconds of Content

Connect with Rita Zamora:

  • Connect90.com
  • Rita Zamora (@ritazamora) • Instagram photos and videos
  • Rita Zamora Connections Facebook

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Also! Grab this Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy! Click here for the Prepare Protect Prosper eBook

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Dive into Episode 77 for the first part of this series. In this session, I share how I managed my time and duties. Tracking all the deadlines, review dates, renewal dates and the other stuff that pops up can be exhausting. Feel free to use my downloadable calendar as a guide and make it your own! Being a manager is hard - learn from the misses and celebrate your wins. You’re too busy to sit around feeling guilty :)

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Quotes:

  • “If you are using a whole pack of post-it notes (to stay on track), that is a sign you need to change things!”
  • “It’s really a beautiful thing when top referrers continue to refer.”
  • “There is no reason to consistently not clock in, or clock out correctly.”
  • “The goal is for you to get this running really well, and then you can take a day or three off.”
  • “You being able to take a vacation, and the office staying on track, that is a testament to your skills as a manager.”
  • “Schedule meetings with the owner doctor to talk about yearly goals.”
  • “A mastermind isn't led by your goals, it is led by the topic.”

You can find the deliverables from this episode here

Also! Grab this Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy!

Click here for the Prepare Protect Prosper eBook

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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This feeling just doesn’t affect new managers. Even experienced team leaders feel that they “should have known more” about a rule or a system. The job is hard and requires not only multi-tasking but still keeping track of many other items. In this two-part topic I’ll go over how a new manager could keep this guilt at bay by focusing on immediate concerns. For my experienced managers, we’ll also talk about goal setting to avoid burnout.

Part 2 will focus on techniques and how I used both a managerial log and calendar to stay on task. If you love the tactical part of your job then that episode will make you happy!

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Quotes:

  • “Most new office managers are making it up as they go along, and adding job duties as they go.”
  • “I wish there was a standardized way of onboarding a new office manager, one accepted protocol across all consultants.”
  • “Assessments of employees is one of the first things I would do.”
  • “There are three things I look at: things that can get you sued; things that can get you fined; and things that lose you money.”
  • “Change comes with a price tag.”
  • “Sometimes slow and steady does indeed win the race.”
  • “I would make sure my employee handbook has been reviewed by an attorney within the last year.”
  • “You always have to let people know the why and what is in it for them.”
  • “Celebrate when you meet your goals, but don’t beat yourself up when you don’t. Figure out why you didn’t and keep improving.”

Also! Grab this Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy!

Click here for the Prepare Protect Prosper eBook

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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One of my favorite people to keep an eye on is Dr. Bryan Laskin. He’s the founder of OperaDDS, Toothapps, Upgrade Your Practice and more apps and services designed to make our lives easier. In dentistry we see a lot of change with materials and equipment but not nearly the same in the administrative field. I’m talking about reimagining the way you do business not just improving what we already do. I joked with Bryan that he was ahead of his time with his OperaVR and teledentistry products. The good news is that being ahead of the curve means you’re ready when little things like COVID hit. We talked about artificial intelligence, consumer-driven dentistry, and why he’d design his next office around his team. There is a link for his new book below. Think of it as a roadmap for how you can implement technology in your practice. He lays it all out for you.

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Quotes

  • “22% ppl put off dental care bcs of anxiety.”
  • “If it is broken, and someone else hasn't found the solution, I want to.”
  • “What other industry do you call on the phone to make an appointment?”
  • “It’s obvious in my brain, but hard to get out of my mouth.”
  • “It’s not a rant if you are right.” ← my favorite!
  • “[Technology] needs to be easy to use - there shouldn’t be 300 settings you have to get through.”
  • “Revenue is vanity, profit is sanity.”
  • “Something is only worth what someone is willing to pay for it.”
  • “The explosion of AI is all over the place in dentistry.”
  • “If you take care of your staff then they will take care of your patients.”
  • “If I could build my office today, I would build it focused around the teams.”

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Links from the show:

  • The Patient First Manifesto Book (put in a cc # but select 0 for the price)
  • Facebook: Bryan Laskin, DDS (@operability)
  • LinkedIn: Dr. Bryan Laskin
  • Bryan’s The Operatory Podcast

Also! Grab this Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy!

Click here for the Prepare Protect Prosper eBook

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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I asked Dr. Suzanne Ebert to share the horror stories and what she’s seen go wrong when dentists buy and sell practices. My listeners need to know the dark side, not just the rah rah moments. Dr. Ebert is with ADA Practice Transitions™ and has facilitated agreements with strange requirements (take my wife, please!) but also many that have been a positive life changer for families and communities. Even if you don’t think this is in your near future you never know what life has in store. I’d rather you be prepared so that you know, you can’t say nobody told you that! 😊

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Quotes

  • “If anyone tells you that you do not need a lawyer, you should look for someone else to talk to.”
  • “2020 was not a good year for most dentists.”
  • “Understand your monthly budget, and YES have a monthly budget.”
  • “(Small towns) want that dental practice to stay open so badly, they will do almost anything.”
  • “A letter of intent done well will set the roadmap for the entire process.”
  • “That (uncredentialed) associate is not going to want to be doing hygiene all day long.”
  • “If you are stuck doing hygiene focus on building those patient relationships because it will pay off in the long run.”

Links

  • https://www.adapracticetransitions.com/
  • Blog: https://www.adapracticetransitions.com/blog


Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Also! Grab this Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy!

Click here for the Prepare Protect Prosper eBook

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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The post-COVID state of collections may surprise you - it’s better than I thought. Andy Cleveland is my guest and is known as the Dental Practice Ninja (hi-ya!). We chatted about collections protocols, small claims court and when to write off balances. Have you ever wondered if you should forgive a balance when a patient dies? What about if you run into a collections patient outside of the office? I always love talking about money and so does he. I hope this episode is helpful!

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Quotes

  • “1 in 3 Americans is in collections at any time.”
  • “The best way to fix your collections problem is to fix your insurance system problem.”
  • “People beat themselves up trying to get to 98% collections, but sometimes it isn’t possible. Some people just are not going to pay.”
  • “They made more on unemployment than they did at her practice, why would they work?”
  • “You don't have to treat everyone to 100% health if it is going to bankrupt you - it doesn't make sense.”
  • “Why are we always talking about insurance when that is only half of the market?”
  • “Expect the best, but plan for the worst.”

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Also! Grab this Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy!

Click here for the Prepare Protect Prosper eBook

Links

Andy’s Info

864-517-2233

Website: Andy Cleveland’s Dental Practice Ninja Website

Facebook: https://www.facebook.com/AccountsReceivableNinja

LinkedIn: Andy Grover Cleveland - Patient Accounts Receivable Specialist - Business Consultant

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Everyone has a few life rules that shape how they act, interact and react. One of my personal rules is that I wait 24 hours before making any big decisions or purchases. This can be very hard in a world with so much available instant gratification. I look back on some of the biggest decisions I’ve made and am thankful for this rule. I can think of a few big mistakes I would have made had I acted impulsively.

I take this guideline and apply it to our workplace. Patients, coworkers and even faceless companies can push our buttons. Emotional decisions can have real consequences. Hopefully you don’t have to make huge ones too often but if you do, consider waiting 24 hours for clarity.

Quotes

  • “The advice I gave my son was to wait 24 hours before making a decision, because the first 24 hours is filled with emotion.”
  • “When you make emotional decisions, they may not be the best decisions made.”
  • “If you are going to come to your boss with a problem, it should not be focused on only you.”
  • “Lead with the idea of how it affects the practice.”
  • “It all comes back to patient care.”
  • For managers: “At the end of the day it is not our practice.As much as we feel it is, as much as we grew it, and even though our blood, sweat and tears went into the practice, it is not our practice.”
  • “I can’t have you love the practice more than the owner does.”

Also! Grab this Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy!

Click here for the Prepare Protect Prosper eBook

Links

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Why do we put up with them? I recently talked with a friend who routinely purges ‘bad’ patients from his practice. We both thought that more offices should do this. I wanted to share my thoughts on rogue patient management with you. Hope it helps. Schedules full of awesome patients sound pretty good to me!

Quotes

  • “Imagine if you actually liked all your patients.”
  • “Think about it, how many patients do you have that bring out this high anxiety.”
  • “They have a philosophy where they only see patients they really really like.”
  • “Most of the time when someone has been a wack-a-doo on the phone, they have been a wack-a-doo in real life.”
  • “I understand they need a dental home, but it doesn’t have to be your dental home.”
  • “I’ve learned over the years to trust my gut.”
  • “I’m not saying dump all your patients, I am saying dump the ones you don’t like.”
  • “If you are letting reviews hold you hostage then you are always going to be practicing defensively.”

Also! Grab this Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy!

Click here for the Prepare Protect Prosper eBook

Links

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Edie Gibson is a well-respected hygienist and a personal long-time friend. Although we met while educating about implants one of her personal passions has been to discuss addiction and mental health. I’ve learned over the years that just because someone is quiet and says they’re fine that it may not always be the case.

At some point you’ll come across someone who needs help. I hope this helps you if you find yourself in similar situations. In the meantime, I’m sending hugs to you. Life can be hard but there is help available.

Full show notes on the podcast home page! https://nobodytoldmethat.libsyn.com/

Quotes

  • “We as human beings are not built, bred or created to be alone.”
  • “Addiction is the inability to stop - regardless of negative consequences.”
  • “Thanksgiving through New Years is the prime time when depression kicks in for those who are using and abusing.”
  • “Personal responsibility goes out the window, because their obsession takes over.”
  • “You can put your human heart on, and say this is a human being, who may need help.”
  • “Sometimes we want to be the little spoon!”
  • “It’s okay to not be okay, and it is okay to need help.”
  • “Know when enough is enough for you.”
  • “A brief intervention by a healthcare provider has been shown to help people seek treatment more often than not.”

Resources from the episode:

  • Life's Healing Boundaries
  • Boundaries Drs. Cloud and Townsend
  • Edie Gibson LinkedIn
  • Edie's Website
  • Charlie Mackesy's book
  • COVID-19 Mental Health Resources from the ADA

Don’t forget to check out my other podcast Chew on This - A Dental Podcast!

Links

Download an Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions including the Dental Insurance Coordinator Mini-Guide. Enjoy!

Click here for the Prepare Protect Prosper eBook

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

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My friend Kevin Henry joins me to illuminate the case of Dr. Seth Lookhart and his manager Shauna Cranford. You may know the doctor best as the Hoverboard dentist - he worked on patients while riding his hoverboard! I know! Hidden in the legal case documents are a bunch of texts between the doctor and manager. They showed just how they planned to get as much reimbursement as possible. Honestly, the hoverboard is the tamest part of the whole case.

We took a little creative license and read the tweets in character. Ethical challenges exist in our daily dental lives. These texts are an example of ethics being thrown out the window. We hope it’s as educational for you as it was for us.

Also! We wrote an Ebook that is completely free for you. 50+ pages of knowledge, checklists and job descriptions. Enjoy!

Click here for the Prepare Protect Prosper eBook

Quotes

  • “These text messages are something else.”
  • “Nothing deleted, is ever deleted.”
  • Dr Lookhart: “Let’s build a practice around it: Sedation. Let’s Medicaid it up!”
  • When doctors take blind advice from employees: “If someone tells you ‘oh it’s okay’ is it really?”
  • Kevin reacts to his character statements: “I felt slimy saying that.”
  • New dental motto? “Grip and rip and make a denture.”
  • “Our patients don't know better and they trust us.”
  • Teresa is appalled: “Office Manager to Office Manager, shame on you.”

Resources from the episode:

  • Article About Case: Hoverboard-Riding Dentist, Found Guilty of Fraud, Is Sentenced to 12 Years
  • Court Documents: State v. Seth Lookhart, Shauna Leigh Cranford, Lookhart Dental LLC Information
  • Chew On This Episode about Hoverboard Dentist

Links

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Master communicator Katherine Eitel Beltshares different ways she coaches offices through difficult conversations. Whether it’s the team, doctor or the patient, you’ll have to deal with intense and surprising situations. Katherine has some great diffuser solutions. Her talk about setting your own boundaries really resonates with me. I have personal boundaries but what are my business ‘heck no’ lines in the sand? Check out Katherine for communication workshops - she’s popular for a reason!

Episode 69 Highlights

  • Executive Brain and Lizard Brains
  • Practice Equals Mastery, Not Understanding
  • New Managers and Communications
  • Coaching Models and Growth Culture
  • Vision, Missions or Driving Forces - what are they?

Quotes

  • Regarding office culture and communication: “If they were a challenge for people before COVID, they are a full on fire now.”
  • “We are all hardwired for survival.”
  • “I think there is a way to have conversations on your feet, feeling guided and confident.”
  • “We have amazing millennials working for us, and I don’t know what we would do without them. They bring so much to the plate.”
  • “That old-school supervision model… has changed.”
  • “Our goal is to have a breakthrough on whatever is holding them back.”
  • “If you try to align a team with a vision they don’t understand, you will seem like the big bad manager.”
  • “You can be empathetic and still hold your line.”
  • “You can’t motivate your team if they are falling asleep during your presentation.”

Resources from the episode:

-Courageous Conversations On-Demand Workshop (released January 2020)

-Courageous Conversations Live Virtual Workshops

-Vision Calibration Retreats (Virtual and live)

Facebook @lionspeak.net

Twitter

LinkedIn = @lionspeak

Instagram = @lionspeak_communication

Links

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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The upcoming year is already looking remarkably busy on the insurance side. I wanted to give you three areas to watch that will affect your practice. Throughout the year I’ll keep you updated on this podcast and in my newsletter. I appreciate that you see me as a resource, and I will continue to monitor carrier and revenue cycle management news for the industry. Thanks for helping the podcast grow this past year – I very much appreciate you. Here’s to a fantastic 2021!

Episode 68 talking points:

  1. National Council of Insurance Legislators (NCOIL) adopting the ADA’s recommendations for dental insurance guidelines. Covered topics:
    1. Network clarity
    2. Virtual credit cards as payment
    3. Ensuring that pre-authorizations are held accountable when treatment is performed
    4. Lots of institutional opposition (hospitals and American Medical Association)
    5. Administrative burdens and concerns over lower provider fees are cited as reasons
    6. Judges are not so convinced: Why is an X-ray price 'unknowable?' (recent court case)
    7. Will it affect dental?
  2. Legislation requiring pricing transparency in healthcare passed as part of the 2021 Budget Plan
    1. Overturns McCarran-Ferguson Act that removes antitrust restrictions from carriers
    2. Hopefully will encourage more competition in the carrier market
    3. Did insurance companies stop innovating because they didn’t need to?
    4. The National Association of Insurance Commissioners (NAIC) predicts “more instability in the health insurance markets and, therefore, higher premiums.”
  3. Competitive Health Insurance Reform Act

Grab the 50+ page Ebook “Prepare, Protect and Prosper” here! Psst, it’s free 😊

Resources from this episode:

  • National Council of Insurance Legislators approves model dental benefits legislation
  • Surprise Medical Bills Cost Americans Millions. Congress Finally Banned Most of Them.
  • Surprise Medical Billing Fix Included in COVID Relief Bill
  • AHA seeks emergency relief to block enforcement of price transparency rule
  • Congress passes Competitive Health Insurance Reform Act
  • Congress acts to restore competition to health insurance by removing 75-year-old antitrust exemption
  • https://www.naic.org/documents/government_relations_201202.pdf
  • Podcast episode discussing the Delta Dental lawsuits

Links

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations (use ‘newsletter’ for $3 off)

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This episode gets clinical but administrative folks need to know the why behind the treatment your doctor prescribes. Perio disease is linked to so many systemic ailments but did you know there are different bugs behind the disease? It’s why some patients respond well to SRP while others need more specific measures. We also discuss some of the conversations to have with your patients so they “get it.” Check out the graphics of these test results. Those alone are great education!

Episode 67 Highlights

  • What Is Bacteria testing?
  • The role of patient education
  • Pets and periodontal disease
  • Oral Systemic Link is more supported than ever
  • Transmission of disease (even kissing!)

Quotes

  • “Office managers make things happen in the office. They look at the numbers and see what's going on."
  • "Let the patient know bleeding gums are not healthy. Healthy gums do not bleed."
  • Why we test: "By doing a culture it lets you know how bad the infection is."
  • "We never recommend or prescribe a Z-pak"
  • "You can go in and scale all day and it wont touch P. Gingivalis."
  • "They can put dogs on an antibiotic before the appointment to reduce inflammation."
  • "A lot of us have put on the covid-19 (lbs)!"
  • "Inflammation is everything."
  • "I learned that perio disease was transmissible through kissing when I was single!"
  • "Single people: your second date is a dental appointment."
  • "Do a bacterial test before the ultrasonic treatment and make sure they haven't been on an antibiotic for 6-8 weeks."
  • On new recommendations: "Let's come up with a different system to get you healthy."

Links from the episode:

  • CELL-TO-CELL COMMUNICATION – ORAL HEALTH AND SYSTEMIC HEALTH Expert Version
  • Connect with MicrobeLinkDx on Instagram and Facebook
  • Website: https://microbelinkdx.com/
  • PDF that shows sample reports and information: http://www.ataleoftwohygienists.com/wp-content/uploads/2020/12/MicrobeLinkDx-Sample-Reports.pdf http://www.ataleoftwohygienists.com/listen/microbelinkdx-sample-report
  • Medical billing resources
    • Links2Success: Dental Practice Consultant | Insurance & Billing
    • Insurance Billing Outsourcing, LLC – Experience Higher Revenue & Lower Stress

Order your free kits here and use Teresa10 as a promo code. You'll receive a courtesy off of your first testing order. I don't receive a kickback for this 🙂

Links

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

  • Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)
  • Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations (use ‘newsletter’ for $3 off)

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Certified Fraud Examiner and good friend of the show Susan Gunn is back! She details the case of the Collin Street Bakery embezzlement. It was a small business with high revenues - sound familiar? Take the lessons from this case and do an assessment of your office. Are you at risk? To be honest, your practice is always at risk. What matters is how fast you find the shadiness.

This thief was pretty eccentric. Did you know they made mattresses from horsehair? Who knew!

Episode 66 Highlights

  • Money In, Money Out - Susan’s podcast
  • Entitlement
  • Collin Street Bakery’s embezzlement case
  • Horse hair mattress
  • Evolution
  • Steps you can take

Quotes

  • “Embezzlement is not limited to dentistry.”
  • “Over 8 years He wrote 888 checks that totaled $16.6 million."
  • Jaw dropper: “They bought a $40,000 horsehair mattress.”
  • Owning “gold bars is a next level thing.”
  • “I think bringing in an outside auditor is one of the smartest things you can do as a small business owner.”
  • “The most money an embezzler will take is at the end.”
  • Sometimes this is true: “Lying can be common (among trusted employees)."

Resources from the episode:

  • Just Desserts - article about the case
  • Discovering An Eight Year Long Scam | American Greed | CNBC Prime
  • Collin Street Bakery | Collin Street Bakery
  • ADA Survey: Employee Theft in the Dental Practice
  • Horsehair mattress!
  • Bernie Madoff - Movie, Sons & Ponzi Scheme
  • Harry Markopolos's book on the Madoff case: No One Would Listen: A True Financial Thriller

Susan's Podcast: Money In, Money Out - Financial Organization For Your Practice Susan's Website: SusanGunnSolutions.com Susan's Book: Money In, Money Out Available On Amazon Links

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off

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I’m always interested in how offices are handling the end of the year, COVID and other issues. Carrie Webber is the CEO of Jameson Management (one of the largest dental consulting firms in the country) and shared how Jameson offices are handling these situations. We talked about how her coaches had to switch into emergency mode while also trying to stay ahead of emerging problems. Leadership is a recurring theme for 2020 since so much crisis management was needed. Carrie and I round out the conversation with a very candid talk about how to help your colleagues that are not mentally in a good place.

Episode 65 Highlights

  • Leading through crisis
  • Shifting strategy and goals
  • Turnover and teams
  • How Training has become ‘gamified’
  • When sadness turns into something more

Quotes

  • “In any kind of crisis someone has to take the lead and step up to help figure things out and move forward.”
  • “Your end of year this year is not going to be what it was going to be.”
  • “This is my favorite, give me the popcorn, let's read the Facebook groups and see who has been leading strong and who has had their head in the sand!”
  • “When we stay connected with our team and communicate with them it can help us navigate those painful waters and come back together healthier.”
  • “A danger zone for dentists is how isolating (dentistry) can be."
  • “You have to hire smart.”
  • “You cannot skimp on this - spend some money on training your new team members.”
  • “Maintain your whelm.”
  • “There is a responsibility to just listen.”

Resources from this episode:

  • Jameson Management https://jmsn.com/
  • Grow Virtual Learning https://grow.jmsn.com/
  • Jameson podcast: Jameson Management and Marketing
  • ADA's Mental Health Resources

  • Cathy Jameson's book: Collect What You Produce - Jameson

  • Susan's book: Money In, Money Out: $en$ible Financial Organization In Your Practice

Links

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off

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Planning Your Social Media Content with Rita Zamora

Rita Zamora is back to talk about social media marketing since COVID-19 entered our lives. Did you know that many patients left their offices due to lack of communication during the shutdowns? Imagine ghosting your patient base! We also talk about how creating a content calendar can simplify social media posting headaches.

Episode 64 Highlights

  • Social media during COVID
  • Is your message positive? Informative?
  • A guide to #hashtags
  • Recommended content for each platform
  • Why you need a content calendar
  • Great free advertising for an office: your Google My Business site

Quotes

  • “'You should tell your spouse you love them before somebody else does. The same applies to dentistry and other businesses.”
  • “People just want to see the realness about you.”
  • “Practices should be using location hashtags and geo hashtags.”
  • Regarding social media best practices: “More than ever we need to have a system in place.”
  • “Social media is the new website. It allows patients to know you are legit and current.”
  • On setting up a calendar and content: “This work is going to make your life easier, once you are set up on the system there is no going back.”
  • Wise words! “Get everything out of your head, and onto a calendar."

Links


Rita’s Information

Website: https://hello.connect90.com/c90

Contact Rita: https://ritazamora.com/contact/

Instagram: https://www.instagram.com/ritazamora/

Facebook: https://www.facebook.com/RitaZamoraConnections

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off

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More behind the scenes of dental insurance! My friend Patrick O’Rourke joins me for a geeky discussion about contracts and negotiations (the geekier the better). Patrick has worked on both the broker and provider sides and now on the provider side. He still maintains great relationships which helps him and his company - Practice Quotient - stay on top of insurance trends.

Episode 63 Highlights

  • Shifts in 2020 contracts (post-COVID)
  • Rescue Negotiations - don’t get in that situation
  • Sharing fee schedules with other offices is bad for business
  • Discussion about Delta Premier, Aetna’s new ‘take it or leave it’ fee schedule change

Quotes

  • Regarding insurance carrier funds: “My hope was that they were going to take that money and use it constructively”
  • “It does no good to negotiate the highest fee schedule”
  • Regarding breaking the contract confidentiality clause: “It’s against the law, it is a criminal offense”
  • “If you think your super secret Facebook group is private, you are WRONG”
  • “The number one reason people don't go to the dentist is because they don’t have dental insurance”
  • “That is when I learned the power of the employee” when it comes to getting claims paid
  • “Hope for the best, prepare for the worst”

Connect with Patrick here:

  • Twitter: @gabenefitexpert and @knowyourpq
  • LI: Patrick O'Rourke - Founder & Chief Executive Officer - Practice Quotient, Inc.
  • LI: Practice Quotient, Inc.
  • Facebook: https://www.facebook.com/practicequotientinc

Links

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off

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Today’s guest and my friend Dr. Brett Wells shares his story of not just one but two riots that affected his office. He’s learned a few lessons from the experience. I’m grateful that he agreed to share his story and those lessons. It may not be a riot but a natural disaster that threatens your physical location. The takeaway is that we should plan for the weirdest possible scenario. Did anyone have rioting and looting on their 2020 checklist? I know I sure didn’t!

Episode 62 Highlights

  • Dr. Wells shares his story about the riots
  • How COVID made an appearance in his practice
  • 2020…What else could happen?
  • The importance of backups and redundancies
  • Cash reserves are king. He recommends making this a priority.

Quotes

  • “I didn’t think it was going to be as bad as it got, and I didn’t think my business was going to be effected the way it has been”
  • “I have a friend that is a police officer than let me know we was expecting it to bad”
  • “They pan over to a guy with a brick, throwing it though our front window… so we gotta watch it live”
  • “They don’t teach you how to hire an armed guard in dental school”
  • “I guess if you are a rioter you don’t see the value of a dental chair”
  • “If dentists are not taking serious steps to keep at least one month... two months... three months of capital in the bank then you really need to be taking a serious look at how you go about business”
  • “I wanted to be open on Monday to show we can’t be held down”

The Big Dip Webinar Replay can be found here

Check out DentalHQ: Your dental membership plan, BETTER.

Damage to Dr. Wells Office Direct link to image

Links

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off


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Episode 61 Highlights

Onederful Is Trying to Keep You From Calling Dental Carriers - Fingers Crossed!

My insurance nerd flag was flying for this one! Karen Taylor of Onederful joins me to talk about the technology behind dental carrier information. If you’ve ever wondered what happens behind the scenes then this one's for you.

  • Karen and Teresa discuss the timesuck of gathering eligibility and benefits
  • What the heck is API? You use it almost every day in the office.
  • Why wouldn’t carriers simplify this process? What about practice management systems?
  • What is the Onederful Road Map?
  • Can we use this technology to streamline claim status checks?

Quotes

  • “API, you can think of it as a facilitator of data”
  • Accurate benefits ‘result in no surprise bills to the patient”
  • “It is a digital process, fully automated with no phone calls made”
  • From the carrier side: “Not only do they have to staff someone to take our calls, but we ask a lot of questions”
  • Karen says “I am seeing the carriers start to look more holistically at their programs”
  • Teresa complains “At the pharmacy not only to they fill my prescription but they know my info, check my benefits and fill it, so quickly”
  • “Every dentist can use this, even if you are out of network”

How to connect with Karen Taylor and Onederful:

Linkedin: https://www.linkedin.com/in/karenyt/

Onederful’s Website: https://onederful.co/

Principal Partnership Blog Post: https://developers.onederful.co/blog/principal-insurance-partnership/

Links

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off

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Episode 60 Highlights

My benefits buddy Colleen Huff returns for another session of carrier happenings. We talked about PPE payments (who is paying and how to apply the payments) and how some plans are relaxing frequency limitations in light of COVID-19. Have you noticed that managers are burning out? We have. We’re hearing and feeling it. How you train your new employees can make your life less stressful down the road. Don’t skip the onboarding process because you don’t have time - it will come back to bite you in the butt! Enjoy our incredibly nerdy insurance conversation!

We cover:

  • Frequency Updates
  • PPE Updates and Colleen’s PPE Spreadsheet
  • Hiring and Training Opportunities
  • Burnout and current challenges for managers
  • Sidebar: How we as managers can keep an eye out for child and elder abuse in our offices. We play an important role in identifying the patterns and signs.

Quotes

  • RE: PPE payments: “I don’t want it in the software at all, I want it out”
  • “I am seeing a huge need for hygienists”
  • “I am getting a lot of emails for doctors looking for a manager, where they didn’t have one before”
  • “Covid brought out some good and bad for all of us”
  • “It’s assistants that everyone is crying for”
  • “We as managers are bearing the burden of so much”
  • “Give me someone to train who knows nothing, they are my favorite”
  • We have a role in identifying abuse: “Child abuse reports are down, but that does not mean it’s not happening.” It means teachers are not seeing it to report it.

Links

  • Colleen’s Website - http://colleenhuff.com/
  • Colleen’s Facebook - https://www.facebook.com/Dentalinsurancecoach/

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

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Ep 59

Often we don’t discover the legal side of practice sales until we’re in the thick of it. Join me for a very information-heavy episode that focuses on ownership, numbers and how patients react to practice transitions. Natasha walks us through why a business plan and certain analytical reports are needed. She has a 3-Step Process that she uses with clients on both sides: buyer and seller. The devil is in the details and contract law is full of them. After this episode you’ll at least know what to expect should you or your doctor take this path.

Episode 59 Highlights

  • Natasha’s background in contract law and transitions work
  • Best practices to work with lenders and borrowers
  • Her 3-Step Process for Practice Sales
  • Vision Boards and Business Plans
  • Marketing, Competitive and Financial Analysis
  • Legal Contracts
  • Acquisition Road Map

Quotes

  • “What you think your practice is worth, may not be what it is worth”
  • “Like listing a house you need to understand what goes into showcasing your practice in it’s best light”
  • “You can't look at practice ownership in a vacuum, the emotional parts are very important”
  • “When you are in your mid 50s it’s a good idea to start considering your retirement plans”
  • “These dental business plans don’t Harvard Business School plans”
  • “You never want to compete on price”
  • “The buck stops with the dental CPAs”
  • “I don’t promote litigation, to the furthest extent possible, keep your feet out of court”
  • On practice sale considerations: “The patient has gone to a new practice without knowing it, and that is a sense of betrayal”
  • “There is no test drive, once you close you close, there are no take backs”
  • Gold advice: “Avoid shady sellers”

Links

To connect with Natasha check out:

Her firm: https://www.thegillisfirm.com/ and her podcast, Dental Bites with the Smiling Lawyer and the Dental Zorro

  • Facebook
  • Instagram

Empowering Business Women in Dentistry Facebook Group: https://www.facebook.com/groups/2335189716581443/

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off


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Episode 58

Angela Davis Sullivan and I go way back in our consulting days. I’m excited that you’ll hear her solutions for handling employee personalities and the weird situations we find ourselves in as leaders. Her advice is just so solid and I hope it’s helpful!

Highlights

  • Covid-19 and charging for PPE - how has it affected her clients
  • The concept of ‘work family’
  • What will happen when kids don’t go back to school
  • Communication within your practice
  • Discussion around new hires and their first 30 days
  • 360 Feedback - what the heck is it?
  • She recommends Forte and other personality type assessments
  • How she trains for patient onboarding
  • Teledentistry - is it working for her clients?
  • 10 office agreements you should have
  • Why you need an end of year assessment
  • Angela’s book is Coming Home to a Better Practice - definitely worth a read!

Quotes

  • “I started in dentistry when I was 16 years old…it was before gloves if you can imagine that”
  • On PPE: “Just own it, tell the patient ‘I know you can’t see it, but I am smiling under this mask and I am excited to meet you’”
  • “I am also encouraging whoever is going to see that new patient to make a call and start that relationship building”
  • “That personal stuff is more important now than it ever has been”
  • “You have to have fun…if you can’t have fun it's going to be a long day"
  • “Finding the people that want to be there is number one”
  • On employee struggles: “It wasn’t even having fear of the virus it was the side effects from PPE”
  • “If they do well, then I do well. The whole team does well”
  • On team agreements: “If they had a role in creating it, they are a heck of a lot more likely to follow it”
  • “If you don’t act like a professional, they are not going to treat you like a professional, and you will not earn like a professional”
  • “When everybody does everything, then nobody does anything…there is no accountability”
  • “Don’t forget to dream :) ”

Links

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Angela can be found on Facebook and IG. Check out her book on Amazon and her website.


Teresa’s website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s book can be found here Moving Your Patients to Yes! Easy Insurance Conversations

(use ‘newsletter’ for $3 off)


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Episode 57: Popular guest Lois Banta is back! This time we talked about the many conversations we've had with colleagues about leaving their jobs but staying in dentistry. Then we switched gears so she could share what her clients are doing to keep their practices humming along.

Resources mentioned in this episode:

  • The NYT article regarding meetings in COVID age
  • Speaking Consulting Network information
  • Lois talks about her 10-10-10 method for adding time to appointments until you get the hang of PPE and team changes (add 10 min between, add 10 min to the appt and also add it to your huddle)
  • 'Rightsize' your fees 3-5% to absorb fee costs

If you need more conversation surrounding SCN or consulting with your practice then send her an email. She's always helpful!

Email: lois@bantaconsulting.com

Site: www.bantaconsulting.com
Keep an eye out for her new book High Impact Communication (upcoming release)


If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off

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This is not news to you but leadership has evolved since COVID-19 steamrolled came into our lives. Out of necessity, new leaders with new leadership styles have emerged. How are you handling upset patients, new coding and exhausted coworkers? First, take a breath and realize you're not alone. Then let Geri give you examples of how her teams (and others) are navigating the "new normal." Don't you hate that phrase? Me too but at least you know what I mean!

Geri drops advice on several topics such as:

  • What new managers can do to establish systems after all your systems are thrown out of whack.
  • Are you a unicorn employee? If not, how do you find one and better yet, become one.
  • What bold moves her clients are using
  • Why non-traditional meeting methods should stay (Zoom, chat etc)

She also recommends the book The Ideal Team Player: How to Recognize and Cultivate The Three Essential Virtues by Patrick Lencioni.

You can reach Geri via:

  • her website
  • her email
  • her IG and her Facebook

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off

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Andre Shirdan is a former Patterson trainer and the founder of the Eaglesoft Field Guide Facebook group. Even if you're not an Eaglesoft office, this group discusses everything dental - you need to sign up for it! He is a 'recovering front desk person' and his therapy included training hundreds of other practices. He now speaks around the country on not only Eaglesoft topics but management and leadership. We had a great talk about progress notes (yes, I was in heaven!) and tracking costs with the extra PPE we now wear. Some highlights:

  • How progress notes have evolved (Wordperfect and paper charts anyone?)
  • What is Andre's big fear with teledentistry?
  • What does his crystal ball tell us about our industry

Resources:
Andre's Eaglesoft Field Guide on Facebook

Andre's book on Progress Notes

Check out the podcast page for the full show notes!

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I asked Lois to do a quick take about the controversial discussions surrounding PPE charges. She shares:

  • her verbal skills should you decide to charge a fee
  • why you need a system for inventory expense tracking
  • her thoughts on if PPE fees are here-to-stay or just temporary charges

If you need more conversation surrounding the topic then send her an email. She's always helpful!

Email: lois@bantaconsulting.com

Site: www.bantaconsulting.com
Keep an eye out for her new book High Impact Communication (Spring release)

Check out Speaking Consulting Network if you are looking to advance your dental career.

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Periodontal claims can be frustrating for even the most veteran of insurance coordinators. Rachel Wall of Inspired Hygiene is here to teach us how the new classifications will impact patient care. She goes over:

  • What is staging and grading?
  • How do systemic issues like diabetes, heart disease and inflammation factor in a patient's stage?
  • We talk about the answer for "is it once a perio, always a perio?" It's about risk.
  • How to incorporate this information into your claims and conversations.

The new guidelines can be found here: https://www.perio.org/2017wwdc

Rachel's book Return on Hygiene is a necessary business book for any office that has a recare program (that's most of you!). Managers - this is required reading, in my opinion.

Find Rachel at www.InspiredHygiene.com and visit her Resource Page for complimentary downloads.


If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)


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How are your teams shaping up? Are you reconnecting as well as you thought? Ginny has worked with so many teams who were grateful to have someone help them to find their groove. Leadership is not easy and leadership during crisis is a real look at who you are as a manager/leader. We talked about a few different issues including:

  • Staying connected with no physical contact
  • Finding and trusting resources when news is so fluid
  • How the Society for Human Resources Management should be a bookmarked site for managers
  • What you should be doing when everyone gets back together

Ginny said something I love: people support what they help create. To help with that, she talks us through creating/updating your procedures manuals and is offering a protocol sheet which will help with this. Email her at ginny@ginnyhegarty.com for the form!

Ginny's book is on Amazon: PIVOT: Practice Leadership Redefined!

Here is her HR GPS® Suite of Online Courses: Hiring | Onboarding | Developing a High Performance Team & Culture.

Connect with Ginny here:

  • Website
  • Facebook
  • LinkedIn

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)


FYI: Teresa’s educational classes are often sponsored by CareCredit

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Teams moving to a remote formation is a relatively new part of management. Kristine helps me understand how leaders have to really create and uphold the office's cultural norms. Yes, it's hard but it's an essential responsibility for a manager.

What kind of dynamic comes out when you don't see your coworkers every day? You're all finding out now, aren't you?

We go back to Manager Basics with these concepts:
- TQM
- Forming, Storming, Norming, and Performing theory
- Fight or flight responses when dealing with bullies

What about patients? How do we keep connected with them? Have you thought about a group Zoom? Not a bad idea! Kristine dropped a line that has stayed with me: the health of your practice is really a reflection of how healthy your patients are. Does that apply in your office? This conversation will make you think!

Contact Kristine here:

kristine@kristineberry.com

www.kristineberry.com

https://www.facebook.com/remoteleadershipandteamcoaching
https://www.linkedin.com/in/kristine-a-berry

Articles we discussed:

http://www.dentalgrouppractice.com/dealing-with-toxic-coworkers.html https://www.businessballs.com/team-management/tuckman-forming-storming-norming-performing-model/ https://www.bostonglobe.com/2020/03/23/lifestyle/12-most-annoying-co-workers-you-face-zoom/ Articles from Kristine can be found here: https://www.linkedin.com/in/kristine-a-berry/ Bonuses from Kristine (also downloadable in show notes):

Framework for High Performing Teams

The ingredients come from the research of professionals including: Katzenbach and Smith (The Wisdom of Teams), Hackman and Wageman (A Theory of Team Coaching), Bruce Tuckman’s –Storming, Norming, Performing and Adjoining and Amy Edmondson (Teaming)

As you step into the new month, as a team you’ll take the pulse of where you are on a scale of 1- 10 in each of these six areas:

  1. Shared purpose or mission (Your WHY)

What is your purpose? Your mission? Why do you exist? Does everyone hold the same understanding? What does this mean practically for your work? What priorities does your purpose or mission naturally create?

  1. Shared behavioral norms

How do you do things? What is acceptable and unacceptable on the team? What behaviors and habits exist? Which ones are supportive of exceptional performance? Which ones aren't?

  1. Shared commitment

What are team members committed to? What will you get done, no matter what? Is there anything that needs to be dropped off the list?

  1. Shared performance goals

What are key goals for the team this year? What are key individual goals? How do your goals align? Overlap? What does success look like for each member? For the entire team? Does everyone have an understanding of the key goals of others on the team and how they feed into them?

  1. Shared team practices

Teams that work together effectively share common practices such as a Monday morning huddle, a Thursday night out or some other regular event. What practices support your relationships?

  1. Clear Roles

How do our roles overlap, align and connect? What changes, if any, are needed this year around your roles giving your priorities?”

A quick activity to undertake together is to have some discussion around how you are doing in each of these areas this week, especially if you are now operating in the remote space."

Bonus:

Making it safe-Psychological safety- trust and respect

· It’s not about being nice or about lowering performance standards- instead it allows teams to set high goals and work toward them through respect and collaboration

· Leaders need to be accessible and approachable; acknowledge their current limits, be willing to display fallibility, direct language, set boundaries and hold people accountable


If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)


FYI: Teresa’s educational classes are often sponsored by CareCredit

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Beverly Wilburn, FAADOM joins us for a frank talk about how COVID affected her office. She also shares her experience as an expert witness in malpractice cases. Talk about eye-opening!

We discussed:

  • What she did and didn't do right when the virus affected her office,
  • How she's going to preserve her relationships with referring offices,
  • What will PPE look like post-COVID?
  • What lessons has she learned from her times in court? What documentation do many offices leave out of the clinical record?
  • What does 'last dentist' mean in malpractice suits?
  • Beverly explains how she tricks out her templates to help her assistants keep track of everything.

We also chatted about being a leader to a team with regards to CE and motivation. She's got great advice for new managers. With staffing changes sure to come when offices reopen, I suspect we'll have more newbies after this all shakes out.

Resources:

  • Beverly's Huddle Up! Morning Huddle FB group
  • Join AADOM by April 15th for 1 free year

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)


FYI: Teresa’s educational classes are often sponsored by CareCredit and Weave.

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Teledentistry is all the rage right now. With COVID-19 keeping us from physically seeing patients, many dentists are now interested in how to make contact virtually. We pretended that Kevin was an attendee in one of my classes and my job was to teach him the basics and FAQ about teledentistry. I covered:

  • What is 'teledentistry'? What do I need to get started?
  • The billing codes and the ADA's new guidance in this area
  • Why teledentistry should be part of your customer service arsenal

Other topics included retaining teams and how the staffing landscape is going to be different when this all settles. We hope it's helpful!

UPDATE: A Delta representative reached out to let me know that D0170 and D0171 will not be mapped to D0140.

Resources from the show:

  • ADA's COVID-19 Coding and Billing Guidance
  • Dr. Spera's site using the Doxy program
  • OperaDDS COVID-19 Teledentistry Kit
  • MouthWatch's TeleDent
  • The TeleDentists
  • Doxy

Connect with Kevin on his IG page and at DrBicuspid.com

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)


FYI: Teresa’s educational classes are often sponsored by CareCredit and Weave.

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So much changed in just one week. Kevin and I discussed COVID-19 (coronavirus for most people) just a few days before states and federal governments got involved. We talked a little infection control but we really focused on the impact this will have on not only meetings but practices.

We took the opportunity to peel back the curtain on vendor costs at dental meetings. All the shows we discussed except for the California Dental Association have been cancelled.

I'm including links here but urge to keep up to date using your dental society and the ADA's pages. Talk to a lawyer, human resource company and/or your CPA before making any long-lasting decisions regarding your practice. We'll get through this.

  • Dr. Bicuspid's guide to the virus
  • ADA's FAQ on the virus
  • ADA's virus information page
  • OSAP's COVID-19 page

Connect with Kevin on his IG page and at DrBicuspid.com

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)


FYI: Teresa’s educational classes are often sponsored by CareCredit and Weave.

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It sounds so ominous, right? Well, depending on the person it can be a huge relief or a big pain in the ... you know what. This was a reader request (thank you!) and I responded by giving you:

  • When I would absolutely terminate, no questions asked
  • How I would do it
  • The step-by-step routine regarding documentation and team involvement
  • Some go-to lines for those very uncomfortable face to face conversations

I hope this is helpful - let me know if you do anything differently. I love hearing from you all!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)


FYI: Teresa’s educational classes are often sponsored by CareCredit and Weave.

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Rita is one of the leaders in dental social media marketing. She’s always got an eye on the trends and why they matter. Do you know about the new Google My Business? I had just heard about it and here she is telling us how to make it happen in your practice. Very timely!

We also talked about:

  • Instagram stories compared to Facebook stories
  • Ads on Facebook and how you can get placed into Facebook Jail without even realizing it
  • We tackle the age-old question of ‘should I be friends with my patients?’
  • What do dental students think of all this marketing? They’re way more prepared than most of us.
  • What is a boost and what is an ad? In the end, you pay $$.
  • Rita thinks Google My Business is your biggest piece of online real estate.

Rita has a new service she’s rolling out called Connect 90. For busy managers and owners this will be a huge help. Creating content is not easy work. We’ll have her back on when it launches officially.

Rita’s contact information:

Email: Rita@RitaZamora.com

Site: http://www.ritazamora.com
Rita’s book High Get Found, Get Liked, Get Patients: Making the Most of Social Media can be found on Amazon or on her site.

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)


FYI: Teresa’s educational classes are often sponsored by CareCredit and Weave.

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Lois knows A/R, management and mentoring. And that’s just a tiny bit of her talent. A couple of highlights:

  • How have patient conversations changed over the last 15 years?
  • How big of a part does fear play into patient decisions?
  • What clues does she look for in an interview? (free to you via email)
  • Why she’s on a campaign to bring ‘grace’ back into our offices
  • What are the red flags she finds in offices?
  • Her advice for new associates – it’s golden
  • What does one of her doctors do at the end of every day that shows leadership?

What about life outside of the operatory? Lois’s Speaking Consulting Network is a great start to your ‘out of the office’ career. What do you need to know about starting your own business and how scary is it? We talk about this!

Compliments of Lois:

Offers:

  • Worksheet to measure your PPO numbers
  • Questions for your candidates.

Just email her for copies! Let her know you heard it here 😊

Email: lois@bantaconsulting.com

Site: www.bantaconsulting.com
Keep an eye out for her new book High Impact Communication (Spring release)

Check out Speaking Consulting Network if you are looking to advance your dental career.

This year SCN is in Loveland, CO June 12-14. I’ve attended many meetings over the years – the networking is amazing.

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)


FYI: Teresa’s educational classes are often sponsored by CareCredit and Weave.

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Kevin returns to co-host this episode and we discuss the strangeness of embezzlers and their motivations. It was brought up by this article about an alleged embezzlement by an office manager in Utah. We also discuss one of the ‘queens of embezzlement’ Lori Doughty.

But we’re not just trying to scare you. The episode goes into the traits of an embezzler and how to spot them. For many of you they’ll sound very familiar. Here’s a hint:

  • They leave late and come in early
  • Reluctant to take vacation
  • Protective of their working area
  • Been there for more than 7-8 years

Hitting a little too close to home? It did for me too! We went over what to do and why I want you to bring out your big balls in these situations. You read that right. I mean it, too. If you’re an associate, we talk about how it affects you as well. If you’re a manager, you'll hear why we’re always suspected. If you’re an owner, we want you to always keep your eyes open.

Other small actions to perform on a regular basis:

  • Ask for the day sheet
  • Ask for the deposit slip
  • Spot check, spot check and spot check
  • Pay attention when new employees question procedures - they're a fresh set of eyes!

We cleanse the palette by giving you some entertainment recommendations (Witcher/Joker/Don't F with Cats) and discuss the very long and full life of Kevin’s dog Hank. Hank is now chasing squirrels in heaven 😊

RIP Hank the Tank - pic here (we're still looking for the bacon explosion pic)

NOTE: I was wrong about Lori Doughty stealing 12 million. It was 1.2 million. Periods make a difference!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

IgniteDA – Kevin’s company and newsletter

DrBicuspid.com

Kevin’s Instagram: kgh23

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

FYI: Teresa’s educational classes are often sponsored by CareCredit and Weave.

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Sometimes having dinner with friends brings out hidden talents. My companions were Lisa Spradley of Front Desk Lady for Hire and Angela Martinez of CareCredit. Here’s some of what we talked about:

  • Patient trust is directly tied to financial honesty
  • How Lisa brought her treatment planning philosophy to corporate dentistry and then enhanced it with their systems
  • Is there a place for DiSC or personality types in these conversations?
  • How does sticker shock play into this?
  • “Happy patients refer happy patients” – Angela’s motto has roots in her thousands of case presentation
  • CareCredit’s Payment Options Form (Payment Calculator) is a secret weapon
  • Build your team’s confidence!

If you like this podcast feel free to vote for me on this poll of the Best Dental Podcasts:

  • Click here to vote!

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)


FYI: Teresa’s educational classes are often sponsored by CareCredit and Weave.

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The 2020 Coding Update Webinar is brought to you by NEA Powered by Vyne. Register today to grab your spot for the live and/or recorded webinar!

Register using this link

If you like this podcast feel free to vote for me on this poll of the Best Dental Podcasts:

Voting here!

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Let me tell you about 11 separate antitrust lawsuits filed against Delta Dental Plans Association and all of the state Deltas. The case brought by Kaufman & Kaufman Smile Design Studio, LLC is available as an attachment for you to follow along. I dissect the document and make it easier to understand.

This is a story I'll keep up with. The rulings (in either direction) will have a significant impact for carrier/provider relationships.

Click here for the marked up copy of the Kaufman/Kaufman vs. Delta Et al. suit.

Click here for the state market share listing

Thanks to Dr. Mike Davis for the information.


Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations

http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!

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Thanks for letting me tell you about the most common inquiries I receive. Today’s episode is a virtual amalgam (see what I did there?) of many insurance issues.

  1. Non-covered services: what difference does it make if a plan is self-funded? I give you a quick description so it will click when you see one in the wild. The ADA did a webinar on this if you want more information: https://success.ada.org/en/dental-benefits/self-funded-erisa-dental-plans-what-you-need-to-know-webinar

  2. Spotted at a recent insurance meeting: a Humana Medicare Advantage that has a very, very odd way of applying the yearly benefit. Be on the lookout for this plan – hope you don’t run into it. Biggest takeaway? Creative cost containment measures will continue to pop up.

  3. An appreciation benefit from carriers? Cool! Paid to you? Even better! But it belongs to the patient. WHAT? Let’s explore this more so you’ll know what to do when you see it.
  4. Submitting secondary explanation of benefits (EOBs): you don’t need to photocopy in 99% of the cases. Keep the cash flow going by sending the claims – and the primary EOB - electronically.
  5. Patients usually have two evaluations per year, right? What happens when they need three? Let’s talk that through. I give you some conversation examples – use them, please!
  6. What type of call breaks my heart the most? Let me share why we need to listen to the very faint warning bells that ring from time to time.
  7. The link for the 2020 Coding Update is live! Grab your spot for my yearly webinar that reviews the coding changes and what you need to know about them.

Hope these are helpful for you! I’ve seen many of you on the road lately and have been blessed with great feedback on the podcast. Let me hear your suggestions/critiques etc – I do this for you! I will always appreciate a good rating on Apple, Google Pods or your current podcast provider. Until the next ep, cheers!


Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book - http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)


Teresa’s educational offerings are supported by CareCredit and Weave.

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I attended a recent course presented by Dr. Jeff Sulitzer who is the Chief Clinical Officer at SmileDirectClub (SDC). You've probably heard a lot about SDC as they have haters and lovers all over the net.

Listen in as I recall the conversation and what it means for your office (do you see SDC patients after the fact?). The bigger picture is something else completely and I'll expand on that towards the end.

Key points:

  • the liability is not where you expect it to be
  • the FTC and FDA have written legal briefs siding with SDC
  • should we blame patients for being convenience driven?

And SDC is not the only one. I'm aware of at least 8 other companies who are going straight to consumer with these treatments. You don't need to change your business model but like I say in my classes: you can't make good decisions without all the facts.

Share this with your friends to continue the conversation. Grab some popcorn and enjoy the show!

Links:

SmileDirectClub https://smiledirectclub.com/

Article: ADA's duel with SDC heats up

Article:

SmileDirectClub is now the worst unicorn IPO of 2019, down nearly 60% from its debut

Article: SDC's official reaction to a recent class action suit


Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book - http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)


Teresa is partly supported by Weave Communications and their Practice Growth Summit. Register for it and receive unlimited access to videos given by leading dental educators (CE too!). It’s not Weave stuff – it’s business stuff:

https://try.getweave.com/weave-practice-growth-summit/

If you like the show then I’d appreciate a good rating. Tell your friends 😊 Even podcasters ask for referrals!

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After some chatter about Dentrix’s Business of Dentistry event, we get into why our health histories are really only surface level information. What if you were a bit more inquisitive in asking the ‘why’ of their health and medications?

Going paperless is unavoidable in today’s modern practice. Dayna walks us through expectations – spoiler alert: there’s still some paper. Our patients expect us to be modernized and portals and forms are their first interaction with us. How is your office presenting itself?

Dayna then dives deep into health history forms and how we can sometimes screw it up. BUT she talks about how we can improve the process so that if your records are subpoenaed or reviewed you won’t feel like a bundle of nerves.

Towards the end we talk about intra-office communication and how that’s essential now. We’ve moved past Post-it notes!


Dayna’s latest NEA webinar can be found here: https://nea-fast.com/webinar-recordings/

The episode from A Tale of Two Hygienists that discusses dental emergencies from an EMT point of view.

You can reach her via these channels:

Twitter: @mynovonee

Facebook: MyNovonee

Web: Novonee

Email: dayna@novonee.com

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book - http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

Teresa is partly supported by Weave Communications and their Practice Growth Summit. Register for it and receive unlimited access to videos given by leading dental educators (CE too!). It’s not Weave stuff – it’s business stuff:

https://try.getweave.com/weave-practice-growth-summit/

If you like the show then I’d appreciate a good rating. Tell your friends 😊 Even podcasters ask for referrals!

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Dr. Etchison is a former client but I can’t take the credit. The man is motivated and super-smart about the dental business side. I’m not talking about the numbers – he knows systems and how to be a good boss. Listen in as we talk about:

  • How documenting processes save him so much time. Teams change but how we treat our patients doesn’t.
  • He’s retaining team members. He knows he’s in a good spot but he shares how he worked through the struggles.
  • How much does he utilize the assistant and how do you get them to that level?
  • Four handed dentistry is not that prevalent and it’s a damn shame. Watch an example of it here (complete with slow jazz!)
    • https://dentistinmiramar.com/ergonomics-and-four-handed-dentistry-with-the-dental-operating-microscope/
  • Business round up: he’s transparent with the team and believes in upping the production number rather than hyper-focusing on the expenses.
  • What would we bring on a tropical island? Floss or coconut husk? (It cuts out a bit here – apologies!)
  • What are we watching? Paul gives OA a mind-blowing thumbs up.
  • We did get cut off here and I apologize for that! Please go check out Paul’s info – he’s a great guy with great info!

Links from Today’s Show

  • Paul’s Podcast - http://dentalpracticeheroes.com/
    • My guest spot is http://dentalpracticeheroes.com/teresa-duncan-epic-insurance-conversations/
  • Paul’s Practice Heroes Facebook - https://www.facebook.com/dentalpracticeheroes/
  • Paul’s book (get it – it’s good) – https://amzn.to/2ZqihNW
  • Paul’s upcoming video series will be a huge resource for you – get on their email list now to be alerted to their launch. https://www.dentalbusinessmentor.com/

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book - http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)


This podcast is partly supported by Weave Communications and their Practice Growth Summit. Register for it and receive unlimited access to videos given by leading dental educators (CE too!). It’s not Weave stuff – it’s business stuff:

https://try.getweave.com/weave-practice-growth-summit/

If you like the show then I’d appreciate a good rating. Tell your friends 😊 Even podcasters ask for referrals!

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Colleen Huff is back with me for another carrier round up. This is one for the insurance geeks! Finally, I found someone who loves teaching workman’s compensation reimbursement. It’s one of my least favorite types of claim but she loves it – who knew? Other discussions centered around:

  • Paper appointment books (wayback talk!)
  • Facebook groups’ bad advice
  • Why you should get to know your dental society’s executive director and legal counsel – it makes a huge difference. Colleen walks us through how to make contact.
  • Can a patient have two Deltas through one employer group? Yes! With different addresses? Yes! Confused yet? We sure were.

Links from Today’s Show

Colleen’s Website - http://colleenhuff.com/

Colleen’s Facebook - https://www.facebook.com/Dentalinsurancecoach/

Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!)

Teresa’s Book - http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

Colleen’s latest DentistryIQ article: https://www.dentistryiq.com/front-office/insurance-coding-and-tips/article/14035989/

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In this episode, Teresa and Kevin discuss generations, employee caricatures and how change can suck. Are you typecasting your coworkers? We all do it but part of our growth as a manager is how we handle our professional interactions no matter our personal feelings.

Kevin shares the different DiSC personalities and what he’s seen so far for each position.

  • Dominance: managers and dentists
  • Influence: RDHs
  • Steadiness: dental assistants
  • Compliance: a mix but more clinical

Teresa recalls a recent class in which the audience was very clued into the generational differences and had questions about the infamous Queen Bee personality. We give you some solutions in case you find yourself in these situations. The real tip is to make sure your environment doesn’t foster this type of character.

Items of note:

  • We will be holding team events around the country in 2020. We’re staying out of the big cities though. Why? One reason is to find new strains of bacon. We love bacon. Stay tuned for dates/cities!
  • Kevin’s watch list includes the new Spider-man: Far From Home and Yesterday. Can you imagine a world without the Beatles?
  • Teresa recommends Dark on Netflix but you’ll need a character guide. It’s not a simple series.
  • We discuss the infamous Fonzy Jumping the Shark episode of Happy Days. Yes, we’re dating ourselves but it’s relevant – we promise!
  • Fat Thor and Skinny Thor – thoughts?

Thanks for listening! If you haven’t already, please consider subscribing to the podcast.

Odyssey Management – Teresa’s site and newsletter

Teresa’s Instagram: treeduncan

IgniteDA – Kevin’s company and newsletter

Kevin’s Instagram: kgh23

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My guest today is Susan Gunn, CFE. That’s short for Certified Fraud Examiner. Our talk today isn’t all about fraud though. We talk about money, receivables and why ethics is an issue today. Susan is a prolific author and sought-after speaker in the dental industry. She’s one of my top financial go-to persons so keep her information handy! A couple of high points from our conversation:

  • Hear what Susan and I both think about EFTs (electronic fund transfers). Her take on it comes from a Quickbooks and accounting point of view while I tackle the workload issues.
  • Fraud in our industry is more widespread than you think. If you ask any speaker/consultant they’ll tell you reported numbers are low. Why is that? What do you do when you spot it?
  • What does ethics have to do with dentistry? How often do Susan and Teresa hear crazy ethical questions? Often. We’ll describe different scenarios so you can be on the lookout.
  • What’s this trend of zero-ing out fee schedules? We shake our head at this all too common phenomena.
  • If you give employee benefits, are you reporting it correctly? Can it come back to bite you?
  • We transition into one of Susan’s older books about caregiving. Whatever stage of life you’re in it’s applicable.
  • Do you have a succession plan for when a key player like a manager or even the doctor pass away? Here’s how to put that in motion.

Resource Links:

Susan’s books:Money In, Money Out: : $en$ible Financial Organization In Your Practice

Matters Of The Heart: A Journey in Caring For Aging Loved Ones

How to find Susan:Susan’s company on Facebook

Susan on Twitter

Susan on LinkedIn

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2:10 Dental implants longevity, what we know now vs what we knew then. Shout out to the Dental Hacks and their guest Dr. Frank Spear for the knowledge. Catch that ep here: Dental Hacks episode

16:30 Side conversation: If you’re wearing a tail are you in Portland? And if so, we tell you why you should travel with a lint roller.

19:00 Keep Portland Weird. Don’t ask, just do it.

21:05 Let’s talk breasts now. Breast implants and dentistry, specifically. Did you know there is a pre-medication recommendation now? Kevin really tuned in here.

28:00 area - Have you looked at your medical history forms lately? Here’s what you may need to change.

31:30 CBD and your patients. You can’t assume it’s only stoners. CBD appeals to all classes/genders etc. Teresa’s rule in life applies here: Don’t be a test case.

33 Marijuana is more acceptable now and legal in several states. Let’s treat it appropriately on our health history form.

43 Teresa spoke at Gillette Stadium recently. Yes, home of the Patriots! Check out her instagram highlights.

47 Miscellaneous: Talking to your Lyft/Uber driver - yay or nay? Also, Kevin discussed dental team members with a side hustle. Does it affect their performance? Maybe, maybe not. Link to his podcast with that discussion is below.

Thanks for listening!

Resources from the show:

CDA's paper on Consumption of Cannabis and Effects on Periodontal Oral Health

PDF: https://www.cda.org/Portals/0/journal/journal_092017.pdf

ADA's page on cannabis: https://www.ada.org/en/member-center/oral-health-topics/cannabis

Pre-medication information for breast implants: https://www.perioimplantadvisory.com/clinical-tips/article/16412203/antibiotic-prophylaxis-for-patients-with-breast-implants-prior-to-dental-procedures

ADA's page on premedication: https://www.ada.org/en/member-center/oral-health-topics/antibiotic-prophylaxis

Kevin’s podcast on dental assistants with a side hustle: https://podcasts.apple.com/us/podcast/episode-64-dental-assistants-side-hustle-walking-fine/id1338558591?i=1000437630572

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Colleen Huff is our guest today and joins me to dish about dental insurance. She’s another insurance geek and has a good amount of tips to pass on in this episode. Listen in as we talk about your office and insurance: how to do it correctly and pitfalls to potentially avoid.

6:40 What is the most frequently heard insurance issue from dental offices?

16:07 The dental insurance industry as a whole is changing. What are some of these changes and the challenges they pose?

20:44 In-house savings plans: what are people really saying regarding these as an option? How can it be done correctly? Colleen gives a great example of how verbiage can really impact the effectiveness.

26:00 Don’t trust hearsay, Facebook, or the doctor’s neighbor’s cousin’s advice. Spend the time continuing to learn and always seek a definitive answer - especially with insurance.

28:23 So where do I start with learning accurate information?

33:47 Leased networks and the struggles related to this situation

39:25 Medical Billing- make sure you have the time to do it properly. How on earth do I start?

45:38 2 days of informative training on medical and dental billing for insurance in Utah coming in April

52:40 Pediatric benefits imbedded in medical plans. Colleen reminds us to make sure you are reading the fine print on these policies. Also, are you asking about their health savings account (HSA)?

57:04 Why you should stay abreast of happenings even if your office isn’t in a network. We wrap this information heavy episode!

Links from Today’s Show

Colleen’s Website - http://colleenhuff.com/

Colleens Facebook - https://www.facebook.com/Dentalinsurancecoach/

Teresa’s Website- https://www.odysseymgmt.com/

Teresa’s Book - http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

AADOM - www.dentalmanagers.com

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5:00 Employee Ingredients List - What makes the ideal candidate?

8:00 Let’s focus on team building. How can they best work together?

14:58 Laura’s 2nd Book will be coming in about a year but let’s talk about her FIRST book - Step Away From the Drill

20:22 Laura talks about other resources for the Doctor to understand what the front office is doing

24:26 Laura gives insight into tracking retention, new patients are great but what about the ones you have?

30:31 What numbers should you be tracking?

38:13: Why outsourcing benefits and eligibility saves money for today’s offices. It’s different than it was even 5 years ago.

42:40 Brief chat about trends that are coming and what dentists and managers should look out for.

45:45 AADOM and why it’s a big part of our industry

48:29 Dental Spouses this part is for you!

Links from Today’s Show

Laura’s Book - https://amzn.to/2Ul9PJM

Teresa’s Book - http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off)

Rachel’s Book - https://zrj88966.infusionsoft.app/app/orderForms/ROHBook?cookieUUID=d0d2dd4f-75de-4278-abd7-9f7c4173a3e0

Kevin’s Book - https://amzn.to/2Vu7pJ8

Rita’s Book - https://amzn.to/2EMRPmn

AADOM - www.dentalmanagers.com

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Today’s podcast is a fun conversation about animals, movies and of course dentistry.

4:37 OSAP Training - make sure you are getting your yearly meetings on the schedule

7:24 What should you make sure you are paying attention to annually?

10:35 Blood Glucose Code - Am I supposed to be doing this?

12:36 Vet Industry is 6 years behind dentistry! They may not even have licenses as Vet Techs.

16:17 Vet Tech personality profiling - very hard industry to be in with low pay.

21:50 Quick Chat on Must See Movies, and of course TV Shows

24:22 Root Canal Movie - watch it and create an FAQ for future patients with your staff

30:50 What is the next shift in dentistry going to be? Kevin and Teresa each make a guess and talk about how it could already be starting

31:00: 3D printing in China. A bridge - a full pedestrian bridge!

43:20 DISC assessments to help offices to establish stronger teams, Kevin explains how this can help

Links from Today’s Show

Root Cause movie on Netflix

Pedestrian bridge in China - 3D printed

DISC profile info - contact Kevin for more info if you want to order them

Patterson Cincinnati event on March 1

Kevin’s Website: www.igniteda.net

Connect with Kevin on Social Media

Twitter: @kgh23

Facebook: igniteda

Podcast: https://m.soundcloud.com/user-649058115

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Today’s podcast is a fun conversation about travel, history and of course dentistry.

Timestamp 12:15 Christmas Traditions of Iceland!

Timestamp 15:06 Teresa’s favorite Christmas movie is what?

Timestamp 20:45 How was Greater New York and Christmas in NYC?

Timestamp 21:50 Don’t let continuing education die out - these are still important!

Timestamp 24:20 What is the common issue that dental team members are facing in their practices?

Timestamp 26:54 If you feel stuck in your career or your dental office, what can you do to make it better?

Timestamp 29:02 Is the grass really greener in the other office?

Timestamp 30:43 Teresa and Kevin weigh in on their recommendations on what to do if you are unhappy. Do these before quitting!

Timestamp 36:42 How can face to face communication remove potential issues from your office?

Timestamp 44:37 Upcoming Events - come see Teresa and Kevin live March 1st in Cincinnati!

Timestamp 45:38 Final note -- HR rules for company events, and horror stories about bonuses.

Links from Today’s Show

Kevin’s Website: www.igniteda.net

Connect with Kevin on Social Media

Twitter: @kgh23

Facebook: igniteda

Podcast: https://m.soundcloud.com/user-649058115

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Today’s podcast explores why retirement amongst dentists is growing more elusive. The average American retires at age 63 and the average dentist retires at age 69. The average American earns $56,5133 per year and the average dentist earns more than four-times the average American, at roughly $229,630. Why then are dentists making so much more than the average person but retiring so much later?

  • 1:50 - Nobody told me that dentists retire 6 years later than the average American!
  • 3:30 Dentists make 5x the average US income, so why are they stuck working longer?
  • 5:40 - 9:37 Entrepreneurship is much higher in the dentist industry. Does this contribute to later retirement?
  • 9:38 Start your career with a consultant and it can save you regret and a lot of work later on. Old habits die hard - get help with changing.
  • 11:05 - 27:57 Is dentistry turning into a commodity? What you can do to prevent this mindset.
  • 39:50 You should never be the only person making financial decisions. You aren’t objective enough.
  • 27:57- 45:50 How can a financial advisor or consultant help you to make better decisions and actually SAVE money?
  • 45:52 Let’s talk about retirement plans and how they can help minimize turnover. What can a dentist do to make retirement a great benefit?

Links from Today’s Show
Reese Harper’s Podcast
Dentist Money Show: https://dentistadvisors.com/dentist-money-show-podcast/

Consulting Personal Financial Planning Services:
https://dentistadvisors.com/

Connect with Reese on Social Media
Instagram: @dentistadvisors
Twitter: @CFP4dentists
Facebook Group: https://www.facebook.com/groups/dentistadvisors/

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Today’s podcast is all about starting and creating Podcasts! Teresa welcomes back Kevin Henry to talk about where to start and what is needed to make your Podcast a real business.

  • 17:34 Teresa and Kevin talk about publishing the Podcast, what software do they use and what is the process?
  • 21:40 Teresa recommends “The School of Podcasting” for anyone wanting to start.
  • 22:10 Teresa talks about her challenge and her hold up - Show Notes! What can we learn from her mistake with them?
  • 25:57 Let’s talk marketing! How to market your podcast and how the Podcast markets you. A Podcast could be the best business card for you. How?
  • 29:25 What to expect for the expenses included in running a Podcast.
  • 32:20 Teresa and Kevin talk about how to take a Podcast from hobby to serious business.
  • 35:37 What to consider when placing ads on your Podcast and how to turn it into real money. Find your brand and find out who you are out in the community.
  • Important 37:12 What the heck do you even talk about?

Links from Today's Show:

Kevin’s Website: www.igniteda.net

Connect with Kevin on Social Media

Twitter: @kgh23

Facebook: igniteda

Podcast: https://m.soundcloud.com/user-649058115

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Today’s podcast is all about out of the box marketing and staying on top of the latest knowledge and equipment in an area that has many offices to choose from. Courtney shares some inside secrets on how to get those referrals in a highly competitive environment. Teresa welcomes her good friend, endodontic office manager and fellow small business owner to talk about growth and staying on top of industry standards.

  • 10:08 - Be aware of how competitive the industry is when forming marketing. Consider planning a year in advance.
  • 12:00 Reach out and show personalization and appreciation for all the staff at a practice rather than just the doctor. Why is this important? Listen to find out how it can have a huge impacted on your referral base.
  • THIS IS HUGE 14:00 Often times the doctor doesn’t refer the patient, it is the front desk team! How can you stand out to them?
  • 16:00 Selection process - some inside tips to get those referrals.
  • 18:49 Let’s talk Outsourcing!
  • 21:12 - 25:00 Service Animals and Drugs oh my? How do you handle potential complications with patients, and how does it impact liability? Marijuana is making an impact on our offices.
  • Nobody Told Me That! 25:30- 32:00 What kind of CE draws Courtney’s attention? If you are looking for suggestions this is where to get some ideas.

Links from Today's Show:

https://forefronters.com/

Forefronters, LLC for administrative training

Connect with Courtney on LinkedIn!

https://www.linkedin.com/in/courtney-roberts-faadom-75377983/

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Today’s podcast is all about leadership, mindset, and coaching! Teresa welcomes longtime friend and insurance-minded colleague Lynne Leggett to talk about office culture and “team mindset.” They discuss these topics and more:

  • 10:50 - What is the difference between coaching and consulting?
  • 10:50 Lynne likes to view herself as a “dental coach” - what does that mean?
  • 5:24 She likes to view an office as a team this helps to put a positive spin on her consulting work. Employees don’t equal a team
  • 7:15 Lynne explains how everyone needs to be on board and work together towards the main goal of the practice. The goal is always the best interest of the patient! Don’t be held hostage by your employees, hold your team to a standard you want and stick with it.
  • 17:15 Business is business, it doesn’t matter the industry. “Why did you go to Dental School?”
  • 20:35 Find your passion and this answer can help to build this bridge. Lynne is offering a new course to help you build your business from the comfort of your home.
  • 35:00 Listen to Lynne and Teresa offer reasons why a Coach or Consultant can help your practice become a Team of Top Performers.

Links from Today’s Show Lynne Leggett’s Website

Take Lynne’s new webinar (with CE!): Creating Culture that Works - What does it take to Build and Retain a Team of Top Performers

https://victorydentalmanagement.com/online-courses/

Connect with Lynne on Social Media

https://www.facebook.com/victorydentalmanagement/

https://twitter.com/LynneLeggett12

https://www.linkedin.com/in/lynne-leggett-17173614/

https://www.instagram.com/bballcoach12/

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This episode focuses on software and hardware issues faced by practices. Dayna talks about the most common software issues and why hardware choices are wrecking production across the country. Is paperless really, really possible? This episode is perfect for those who have yet to feel the pain of software snafus - learn how to avoid this! For those of us who have been through it (myself included) it's a good reminder of how to never do it again! 

Facebook: Novonee's Facebook page

Novonee's website

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We cover a ton of material this episode:

  • Patient types
  • Employee types
  • Schein Summit and what technology is coming up
  • How Amazon/Pillpack and Best Buy/senior services could impact healthcare
  • Dealing with older parents
  • We do get a little goofy with high school reunion discussions!

Links:

  • Best Buy targets healthcare for seniors
  • Amazon to acquire PillPack
  • DiSC personality types
  • Kevin's webinar with Laura Hatch of Front Office Rocks!

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Kevin & Teresa talk about how Kevin's hangnail turned into a medical plan exploration. Can the dental industry learn from how medical has handled insurance's impact? Perhaps. The in-house savings plan and confusing carriers aren't specific to dental. We also discuss how there is no perfect answer for management situations and what to do with lifetime employees.

The Day After - scary 80s movie
Link to the ADA's webinar on the topic

Link to AADOM's Fellowship Program

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We dig in to this very emotional topic that impacts dentistry. If you haven't had an issue - awesome. But more than likely you have  or know someone who has. Share your stories with us via email as well: teresa@odysseymgmt.com

Recommended resources:

Kevin's and Natalie Kaweckyj's series about bullying

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Have you wondered what to do if you're in a state with a non-covered services law? Do you know your state's status? (LINKS BELOW!) Teresa answers this question along with some tips on talking to your patient about fee differences. The next viewer question is on checking benefits and eligibility. Establish these systems now to minimize future surprises. 

Recommended resources:

  • Delta of AZ's policy on non-covered services (PDF)
  • Delta of NJ's state by state listing (PDF) <--useful!
  • AAPD's chart of states with non-covered services legislation
    • Note that it does not list the complete 39 states. Refer to the Delta of NJ chart and/or call your state dental association!

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Kevin joins Teresa to see where we are with our 2018 goals. The conversation branches out to how you can improve your office life. Teresa shares one of her most painful memories of tough work times. Other topics:

  • How do you handle uncomfortable treatment presentations?
  • Offices are on the first line of defense for reporting abuse and neglect in dental offices - what can you do?
  • Teresa's new obsession with infomercials

Mentioned resources:

Teresa's FB page with links to all the authors mentioned in the book giveaway

Mid- Atlantic P.A.N.D.A. (Prevent Abuse and Neglect through Dental Awareness) 

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Teresa is joined by speaker and consultant Andrea Greer for a candid talk on a range of topics. They cover family relationships in the office; why today's manager has it tough; and ends with a talk on how breast cancer affected Andrea's life. If cancer is a part of your life or a family member's life, you'll want to know how to help them. She gives candid insight into her own struggle. Also covered: CAD/CAM and treatment plan presentation tips. Don't miss it!

Mentioned resources:

Andrea's company Onpoint Consulting

Breast cancer information

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Teresa and Kevin wrap up the old with discussion of courses, industry happenings and why change is hard - for everyone. Then we dive into predictions for 2018. Your workforce, your contracts and your patients are changing - how will you keep up?

Mentioned resources:

2018 Dental Coding Update webinar (you will receive replay link)

Teresa's bacon

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Our conversation focuses on publishing an article - even if you've never written before! Hear the inside scoop on how editors make their decisions. Even if you don't want to write, find out why you see certain ads next to an article. After you listen, why not give it a try? 

Mentioned resources:

Dentistry IQ/Dental Economics

Progressive Dentist

Dr. Bicuspid

Dentaltown

Dental Entrepreneurial Women (DEW) Life

Dental Entrepreneur

Dentistry Today

Dental Products Report

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Is Amazon coming for your dental supply business? Could it work? Teresa and Kevin talk about the surprising Amazon booth at Greater New York; the stock news that shook up dental stocks; and what it means for workflow in your office. The CVS/Aetna merger will affect Americans but does it hit dental at all? Maybe. 

Mentioned Resources:

Jim Cramer talking about Amazon

Patterson/Schein threatened?

More about Danaher

Seeking Alpha's summary of the CVS/Aetna deal

Link for strategy session with Teresa

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Writing a book is hard work but it's not impossible. Kevin & Teresa discuss what was involved in writing, editing and publishing their books. We'll give you the cost, the effort and the pitfall of the process. They also go over the basics of marketing the book and how to get the word out. Can you write 1500 words? Then writing a book is possible!

Mentioned resources:

IndiebooksInternational

90MinuteBooks

Books:

Kevin’s book: Battling and Beating the Demons of Dental Assisting

Teresa’s book: Moving Your Patients to Yes: Easy Insurance Conversations

Rachel Wall’s book

Ginny Hegarty’s book

Christine Taxin’s books

Susan Gunn’s books

Rachel Mele’s book

Podcasts:

Dental Hacks podcast

Gary Takacs’ podcast

Howard Farran’s podcast

Dental Implants & Worms

The Dental Marketer

Other links discussed:

Dayna Johnson’s Dentrix Office Manager

This is a mimeograph!

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What kind of pressures do dentists and practice owners face? Teresa talks about the factors that can weigh heavy on the dental mind. Emotional fatigue is a real issue for those tasked with providing for family and employees. External and internal factors come at us hard and fast and often are unexpected.

After running down several situations, Teresa gives you some tips to prepare yourself and keep your eyes open. At some point in your career, you’ll need to reach out for financial help – knowing when you should reach out makes a huge difference.

Links:

  • Academy of Dental CPAs
  • Beyond the Operatory (dental career exploration)
  • Link for strategy session with Teresa

Downloads:

  • 7 Ways to Prepare for Financial Decisions (as outlined in this episode)
  • SWOT analysis example and blank template

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AADOM's Annual Conference is over. Kevin and Teresa discuss exhibits, speakers & crowd demographics. Susan Gunn, Laura Hatch and other superstar speakers are discussed. Teresa talks about the insurance panel she moderated and reveals the takeaways. Conferences like Siroworld are changing the game but how was this year's? Did the Dentsply resignations have anything to do with that?

Kevin's book "Battling and Beating the Demons of Dental Assisting" is out & getting attention from docs. Why does this pleasantly surprise Teresa? Fun stuff: Go see the movie "It"!

  • Beam by Eyeclick - the exhibitor Teresa couldn't identify
  • Kevin’s book: Battling and Beating the Demons of Dental Assisting
  • Teresa’s speaker information
  • AADOM
  • MyPillow.com
  • Be a guest on the podcast!

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Are insurance problems really bigger in Texas? Everything is bigger there, isn’t it? Teresa gives a show report from the Southwest Dental Conference in Dallas, TX. What were the audience’s biggest pain points? Networks, crown buildups and perio coding were front and center. Tune in to hear the FAQs and how she answered them.

  • Southwest Dental Conference
  • CareCredit – thank you for sponsoring the book signing!
  • Teresa’s speaker information
  • Be a guest on the podcast!

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Kevin returns from the California Dental Association show in San Francisco and provides a report. The show floor has some crazy dynamics. Good reps, bad reps, attendees who steal – we talk about all of that. Which shows should you attend? We go over our can’t-miss shows and why.

If you’re a convention junkie or a sales rep/manufacturer/exhibitor then you’ll want to listen to this. If anything, you’ll find out who Teresa would like to kick in the butt!

Links:

  • California Dental Association 2017 San Francisco
  • Teresa’s speaker information
  • Kevin’s speaker information
  • Product launch shows: CMW, GNY and CDA South
  • Sikka Software
  • Dr. Bicuspid
  • Be a guest on the podcast!

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We dive into a discussion about some of our favorite dental people who we see on the road. Shout out to Abe Kasbo and Steve Jeffrey! Then we discuss people who think they are social media experts. Does running one Facebook page make you an expert? Maybe. Maybe not. Teresa goes over what she thinks is the difference between a social media guru and a social media employee.

Finally, we go over differentiating factors. What is yours? It may not be as easy as you’d think to answer this.

Links:

Facebook Blueprint

Arab Americans: A Thousand and One Journeys

Instagram: @mrs_angemi (coroner)

Be a guest on the podcast!

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Teresa takes you behind the scenes for her courses at Dentrix Business of Dentistry (BOD). She walks you through the morning preparation for her Accounts Receivables and Insurance course. Then she moves onto the show floor with co-host Kevin Henry to discuss the day. Kevin shares his thoughts on Stanley Bergmann’s keynote address. The focus was on technology and the savings that result – both financial and lives. How important is course length? We’ll talk about that as well since we both presented.

The third segment (at 15:45) is Teresa sharing her post-class steps and how she handles Q&A and attendee concerns. Every audience is different!

Finally, at 28:35, Teresa wraps up the BOD. The Industry Perspectives class drew some interesting comments from solo dentists. Teresa’s Insurance Panel yielded many questions regarding network changes, participation woes and (massive) fee schedule confusion. The main stage was where Teresa ended the conference as she was honored to be a part of Dentrix’s wrap-up ceremonies. So why did she talk about Bubbles? You’ll see!

Links:

  • Dentrix BOD
  • Teresa’s speaker information
  • Kevin’s speaker information
  • The Final Countdown movie
  • Teresa’s newsletter

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Apocalypse talk! What would you do if the big one hit? Or perhaps weed will curtail the inevitable? Don’t think about that – let’s talk LinkedIn instead! What are the No-Nos of networking? Why you shouldn’t wait to open a profile when you most need it. Recommendations, pictures, ducklips. One of these things doesn’t fit – which one is it? If you don’t know, you should listen. Okay – you should listen anyway. Powerful LinkedIn and IRL connection tips coming up!

Links:

  • Day After movie
  • Red Dawn movie (the original)
  • Teresa’s LinkedIn
  • Kevin’s LinkedIn

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Let's take your website apart. How does it read to your patients? Do you acknowledge your participation? Does your copy match your participation? Are you friendly with financing? How soon can you get them in? Is there a chat/messaging? Can they schedule appointments and pay their bill online? Easy does it - let's talk about it.

Teresa will walk you through all of this so you can diagnose how helpful your site really is for a new patient! 

Links:

Solution Reach

Localmed

CareCredit

DentistChats

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Human resources is exhausting. We go through the interview - what makes us consider a candidate? What makes us disqualify one? We'll go over Teresa's management experience with interviewing. What will she immediately disqualify an applicant for? Kevin shares what he sees in the field. 

Social media profiles and how they factor into the hiring process is discussed. Not the straight laced HR talk but what really happens. How can LinkedIn help? More than you think. Also - let's eliminate the word "Just." You're more than "just" a manager or "just" an assistant. Disclaimer: we are not HR experts.

Complete with a surprise Escape Room and Minion discussion! 

Links:

  • Minions Fart Gun http://a.co/9IggEsB
  • CEDR Solutions
  • Bent Ericksen HR

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What kind of communities do you belong to and are they helpful? The value of mentorship is always underestimated. Is it time to look for your own tribe? We also go through the last few classes we've given on industry insiders and insurance - did we scare the crowd? Probably. The talks of contracts and fee schedules are heating up.

Millennials and the workplace were the next topic - are they that bad? Doesn't every generation have the potential to produce horrible employees? That led to the topic of marijuana in Nevada and Colorado. We missed out on the cash train, it seems!

Links:

IgniteDA.net – online community for clinical teams

IgniteDDS.com – new and younger doctors

American Association of Dental Office Management’s Dental Spouse Business Network – join DentalManagers.com using code TD2017

Dental Marketing Project FB group

Kevin's speaking information

Teresa's speaking information

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Teresa and Kevin discuss how cell phones and social media mess with the dental office flow. Human resources has become challenging because your team may not know the law and etiquette around it. Who handles the social media on your team? Doctors - you may need to pay attention to that one! And Myspace, anyone? Throwback to the beginnings of drama on social media. 

Links:

CEDR Solutions (HR)

Bent Ericksen (HR)

Facebook: OOPS! Dental Bloopers

If Saliva Were Red

Form to be a podcast guest here – it will be fun!

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Kevin Henry joins Teresa to talk about the inner workings of dental offices. They also talk about attendees in different classes and which ones have stuck out - even for bad reasons. Teresa's dog Griffin makes an appearance - he's OKAY! 

Also discussed are employee bubbles; what speakers see from the front of the room; and dental assistants & the law. This business isn't easy!

Tip: alpacas and llamas both spit - who knew! 

Form to be a podcast guest here – it will be fun!

Newsletter sign up here

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The #1 phrase I hear is ‘nobody told me that’ - let’s tackle the problems that come with not being aware. Behind-the-scenes discussion of dental business will also be included. And of course, insurance will always be a topic on the podcast. Subscribe to receive the episodes as they are uploaded!

Form to be a podcast guest here – it will be fun!

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