Pathway Dental Consulting Partnership:
One-year Comittment

Creating Your Business Vision

• Review or create practice philosophy and purpose statement.
• Review or establish business plan
• Review personal and professional accomplishments.
• Create personal and professional goals and objectives.
• Comprehensively observe practice
• Monitor trends of business indicators on a monthly basis.

Analyze Financial History and Stability

• Establish break-even for business
• Accumulate practice history of income and expense
• Define overhead costs and make recommendations for efficiency
• Track financial performance
• Analyze patient base by fee for service, indemnity, PPO and DMO patients
• Create workable budget
• Fee Analysis
• Track P&L monthly

Enhance Professional Development

• Evaluate staffing and salaries
• Interviewing, recruiting, hiring, training and cross-training
• Define job descriptions
• Develop procedure and pulicy manual
• Training in clinical and administrative areas
• Evaluate HIPAA and OSHA standards are being implemented
• Human Relations Skills Training
• Risk Management

Refine or Introduce Business Systems

• Practice profitability; production to cullection ratio
• Develop new patient protocul
• Recare monitoring
• Hygiene/Perio protocul development
• Insurance
• Accounts receivable
• Treatment planning and acceptance
• Affordability/Payment options
• Cullections
• Marketing and advertising

CONSULTING SCHEDULE-ONE YEAR COMMITMENT

For the initial 3 months of our relationship, you can expect me in your office every 2-3 weeks for at least 6-8 hours.  For the remainder of the year, we will meet in your office once each month or as needed, to be determined at initial consultation, to review strategies, systems, procedures and personnel issues.  These meetings will be pre-arranged, during non-patient as well as patient time to maximize the outcome.  Additional meetings may be scheduled with other advisors as needed.  I will be available to you and your team by phone, fax or e-mail at all other times.  I will be instrumental in hands-on coaching during patient time for the doctor and team.

At the conclusion of the 12 month term, you may choose to extend services for a retainer fee dependent on need and to be determined at that time.  I have found after working with clients for one year, new circumstances develop and a continuous relationship is compulsory.