DAT consultant Kristy breaks down what exactly took place for a practice that didn’t have a solid admin team, struggled to find team members, and other challenges to hit its goal of $3 million in revenue. She touches on what core systems were implemented, how delegation worked, case acceptances successes, and more that got this office meeting its five-year goal 44 months early.
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Transcript:
speaker-0 (00:00)
Good morning, Dental A Team listeners. I am so excited to be here. You guys know that the consultants and I love recording these podcasts and I get to be here. This is our Monday morning mix up here for Kristy and I. have switched on some of our podcast recording and honestly starting my day.
with these beautiful, beautiful minds has been something that's really, really turned a corner for me. I love starting the week and starting the day with podcasting. Kristy, thank you so much for being here today. ? Gosh, how are you? How's life? How's Kristy's world?
speaker-1 (00:35)
Absolutely. I love being here and starting the day and the week with you as well and going well. mean, hitting the ground running end of year and really pushing planning for next year. It's been fun. Fun celebrating with clients and looking toward new goals for the new year.
speaker-0 (00:55)
Amazing. I love it. And you guys know we record these in ? succession. We record these in advance and we get these prepped and ready for you. And something we're really excited to bring you today is something Kristy's found within her digging. So every year we help all of our clients prep for the next year. We look at what did we do this year? What was your growth this year? And it gives us an opportunity to see everything that has been done and what's worked really, really well. With all of our clients, we do this obviously monthly. And then we do a really big
quarterly report and get all those information over there and make sure that we're on track for our yearly goal. But at the end of the year, it's this big push to say, realistically, realistically, where are we? And then where can we take you next year to really prep and plan? So this I am really excited for. like to, you know, I like to pick the brains of the consultants. And towards the end of the year now, as Kristy is getting all of these things ready and this recording, you know, comes out early January that
or early new year, I should say at least. ? We're just really excited to be able to see these numbers, share them with you, and then share some tactical pieces that Kristy's been able to develop and implement with this specific practice we picked today. So I am so excited, Kristy. Thank you for being here. Thank you so much for allowing me to pick your brain on your clients. I know you have a handful of platinum and gold clients that you work with constantly. are a... ?
you are a digger. Like I feel like you just you dig and you dig and you dig until you find that last missing piece that is that you know, I feel like you've got like thousand piece puzzle and you find you finally found that piece hiding under the table to finish your puzzle and that's it feels like that's what you did this year with this specific client. So Kristy again, thank you for letting me pick your brain and gosh, I I think the best place to start Kristy is to really highlight where they were this specific
practice and then we can get into where you were able to take them with your consulting and their ? you know their leadership within the practice. So where were they when they came to Dental A Team? They signed up just so you guys know as a platinum client. So this means that they had an hour and a half of dedicated time with Kristy dedicated means an hour of time an hour and a half of time with Kristy with access to Kristy outside of that. So that's why it's that dedicated time. So
I know there were emails and there were text messages and then they also did the platinum package has two in office visits or our in person masterminds choice to be made there at sign up. So just so you know, they had the full package and Kristy take us, take us through it. Where were they when they signed up for that platinum package and they were just like, girl, get in my office. We need you here. What did their life look like? Yeah.
speaker-1 (03:38)
? truly Tiff, they were about 2.8 million last year and really pushing, striving to hit over that $3 million mark for this year. ? but really having, struggling with team. they had no admin team members really when we started. so, ? outsourced insurance, ? trying to get that back on track and really struggling to find teammates, ? of quality.
So there was a lot of moving pieces I would say for this year.
speaker-0 (04:14)
Yeah, and how many providers did they have in office at 2.8 million for reference?
speaker-1 (04:18)
?
Actually, they had ? two and a half because they did have an associate starting the year as well, which phased out ? through the year.
speaker-0 (04:31)
and how many hygienists.
speaker-1 (04:34)
three, three, four.
speaker-0 (04:35)
Hygienist,
awesome. For two and a half doctors. Yes. Yeah, that makes sense. So thank you, Minette 2.8. I've been really looking to break that 3 million barrier with two and a half doctors, three hygienists. I like three hygienists is probably a little bit light for two and a half doctors, but that's where that 2.8 comes into play. It actually works out perfectly. So looking to really increase hygiene, to increase doctors, to really hit the ground running and get that 3 million.
speaker-1 (04:38)
Yeah, two and a Okay.
speaker-0 (05:03)
As you said, when they came, I think they, I recollect that they came and they just really didn't know what that extra piece was for that 200,000. Like they were like right on the cusp of it and where do I find it? And even just saying that, like going from 2.8 to 3 million, right? That 200,000 is like, oh, when I say it as 200,000, now I can think in providers, what do I need to do as far as providers, as far as treatment, et cetera?
That makes sense. So it sounds like they needed an extra at least 200,000. They needed team members. They needed to figure out why they didn't have team members and then probably reduce their outsourcing and bring stuff back in-house, I'm sure. So Kristy, as it just brought oversight before we get into the nitty gritty, that's where they started. 2.8 lacking team members, really needing a plan. I know their profit was reflective of
2.8, they were reflective of needing more profit. Now, by the end of the year, so by the end of 2025, working as a platinum client with you, where did they end up?
speaker-1 (06:10)
Yeah, they're ending the year over 3 million and actually even cut working hours, Tiff. And I'll back up a minute and say truly, it was probably closer to two doctors by the time they split hours and still looking for another hygienist actually to add to the mix. with that being said, they hit their mark and surpassed it for sure. They've got about 18.5 % growth over last year.
and doctors working less hours.
speaker-0 (06:41)
Amazing. And I think that's the ultimate goal, right? Most doctors come in and they're not like, okay, Kristy, teach me how to work five days a week and make $300,000. They're like, teach me how to work three days a week, two days a week, even get an associate in place and make $3 million or more, whatever that goal is. So 18 and a half percent growth is massive. And I know that's reflective also in their profit. And then where did their team kind of, I know that there's
You guys, just have to say this for whatever reason, an instability in teams is not super uncommon anymore. It's just, is an ever fluctuating space. It's a, it's a moving piece that dentistry has not had in our lives before. think it's been in other industries. think other industries have felt these kinds of waves and they've dealt with this. It's not something that dentistry has really had until the last few years. So to say that they,
had a lot of outsource to say that they had not as many team members as they might need coming into the year is not the most uncommon thing. And to continue to fluctuate with that is not the most uncommon thing. So I do want to preface with that, but Kristy, how did their leadership come along? And to get 18 and a half percent growth, there's got to be some sort of personal growth as well and leadership growth and kind of team stability in some areas at least. So how does that look?
speaker-1 (08:06)
Yeah, absolutely. And you are spot on. We did a lot of self-reflection and dug deep in our own leadership style and working on ? developing a feedback loop for team members and for team members to doctors, right? And giving that reinforcing feedback and then developmental feedback along the way. So making sure that we had team touches every quarter.
to guide the growth and development for sure.
speaker-0 (08:37)
Amazing, amazing. So leadership within the doctors for sure and the owners, but also leadership within the team and self-reflection within the team of job descriptions. this what I'm really good at? Is this what I want to do? Where can I do better or ? learn more to enhance my position within the practice and really talking about those things? feel like I remember this.
client and I remember because most clients are this way, they come in and they're just not talking about the things and I think that happens in every industry and every company and even families. We just don't talk enough and so really ramping up the communication within their departments and within each other as a full team, I think really helped to highlight some of the systems and implementations that you guys were able to develop. Do you agree?
speaker-1 (09:29)
I agree 100 % painting that clarity through their duties. And really we worked on delegation too. Being able to delegate and trust and then come back and track and verify. And it gave the doctors a peace of mind that things were happening. And once they started seeing that, it was easier for them to continue to delegate.
speaker-0 (09:53)
Absolutely. So I want to come back to the delegation because I know everybody is sitting there thinking, I need to write this down. How do I, what do I, what do I delegate? Right. It's not always just the, do I delegate? But sometimes it comes down to what do I delegate? So I want to come back to the delegate. But first I want you to maybe just highlight a few of the core systems that you guys were able to implement. And then we'll talk about within those systems, what were they able to delegate out to the team? So I can imagine.
that there was some room for growth and some space for some diagnostics and making sure that we're diagnosing enough. know the first place doctors like to go or practices like to go is new patients. And that is a space and I'm not going to discredit new patients. But oftentimes we have to really take a step back and think, we making the most out of the opportunities that we already have and have been given? Or do we need more opportunities? So that's a
That's a space where I think the consulting comes in and really helps to decipher based on the data that we have because we know what it takes to diagnose certain amounts. And yes, it depends. I know I've got an office that's in like a college area. And so yeah, he needs more opportunity because he's not got a lot of, you know, implants or whatever. But I know you guys really, really dug in and focused heavily on that aspect of the diagnosis, the new patients, all of that. So what were you able to uncover?
within the diagnosis space and realistically that turns into your case acceptance too.
speaker-1 (11:22)
Yeah, really multifo-tiff, but for the most part, what we were noticing is doctors were really great at diagnosing. ? They had probably over $3 million in diagnosed treatment even this year, and ? case acceptance was a little bit lacking in that regard. ? We had probably $2 million of unscheduled treatment walking out the door.
and being able to hone in on our skills for ? case acceptance, not only ? financially finding solutions, but also how we're speaking to patients at the chair to create that value. We really worked hard to dial that in and it showed. We really captured and gained more case acceptance from patients.
speaker-0 (12:17)
Amazing. It sounds like that is again, going back to the communication within the team. So getting the communication or getting the team talking more, communicating more, really, really helps to increase the trust that the patient feels that the team starts trusting each other more. And you don't even walk around thinking I don't trust these people. It's not an apparent lack of trust. But the more you communicate with someone, the more intentional conversations you have. And the more you talk about
the needs even just treatment planning that trust naturally builds. And then you just, you have a closeness. All of a sudden you're closer with people than you were prior and that's what it is. You're not walking around thinking I don't trust people, but then all of a sudden you're like, my gosh, I love these people. And that's how it's developed. So developing that within the team then transpires into the team, communicating more with the patients as well and communicating on a different kind of level, think, chair side even.
regarding treatment and trusting the treatment planning. if we've got a team that's like, just honestly, if we've got a team that's not super emotionally close to the doctor or the practice or our vision or our why, if we're not bought into why we're here, we're not as intentional speaking about treatment. So really ramping up that communication, Kristy, feels like it was just such a space that transformed
how they communicated about the treatment that gave them the opportunity to level it up.
speaker-1 (13:48)
Yeah, I agree with you 100%. We actually took a step back and revisited the doctors why and shared it with the team and let that really be our beacon of light in every, every interaction with our patients. So, um, and I would say even, even with that, you know, creating the team buy-in back to doctors, why and purpose for the practice. Um, and they were all committed and it showed.
speaker-0 (14:17)
That's beautiful. That's beautiful. And it really does make a difference because we need to know, we need something to believe in. We need something to go after. We need a goal. And then we need the inspiration of a why of something to believe in. What are we even doing here? So I love that. How what kind of systems did you use? And you can use actual, you know, dental lighting systems are all here on these podcasts somewhere we love giving. We love giving the information out. But what were the actual chair side?
or ? communication tools, what were the actual systems that you helped them implement that really changed their communication? So we can say, talk more. We've got to have the system behind it.
speaker-1 (14:57)
Absolutely. ? Number one, the handoffs, making sure we're communicating with patients, whatever they came in on the phone call, whatever they said, making sure that was communicated to the clinical team and addressed with the patient. So they understood out of the gate, wow, you listen to me, right? And then hygiene handoffs to the doctor when they come in the room. ? And then back to...
the clinical team and clinical team going handoff to the front, all that whole connection all the way through Tiff. ? And again, also working on our communication of what matters most to the patient, finding out their motivator and tying everything back to that. When we can find out the patient's why, we're not just telling them what they need, right? It really is relational, not just
the relationship between us and our handoffs, but the relationship with the patient. So those were some of the big ones that we really worked on to increase communication all around. ? And I would also say financial ? presentations, starting with comprehensively financing treatment, even if we're phasing it out, we found a solution to get the patient healthy, even if it was over time. And that made a huge difference.
in their case acceptance too.
speaker-0 (16:25)
sure you made it relatable for the patient and attainable.
speaker-1 (16:29)
Yeah, 100%. And if a patient didn't, mean, sometimes it does take a little bit to build trust, right? We did our two to two follow ups, making sure that, you know, the patients understood even though they left and they didn't schedule something, we care about you and it's important. And those make a difference too, because how many times do they leave and patients start wondering, well, do I really need it? They didn't. I mean, they don't care to call me. They just said, call me when you're ready. Right.
speaker-0 (16:58)
Yeah,
totally, totally. we're not, it's not the same as when you go to the store and you want this jacket or this outfit or car bar, I don't know, whatever it is that you went to the store and you're like, gosh, I really want that, but not right now. Like not yet, I need to just wait on this. And then you go home and you're thinking about it you're thinking, gosh, I should have gotten it. I could be wearing those sweats right now. I could be so comfy. Like you're not thinking that about your dental treatment. You go home and you're like, well, I'm going to set this down on this counter over here.
and come back to it in six months when I go get my cleaning again, which hopefully we at least scheduled that. So I think that's beautiful. A follow up is key because we have to remind, know, Lululemon or Yori or whoever, like they're not calling me saying, don't forget you love those pants. You know, that's in my mind. I'm not going to forget it's there. I want it. But my dental treatment, I'm never going to think about again. If I leave the practice rarely ever, I can't say never, but rarely. I love that. So you were able to seriously change
the community that they're they're sitting in because you guys were able to really implement some amazing amazing tools and that 18 and a half percent is Nothing to cough at that is a massive amount of growth and again, that was while Like decreasing doctor hours so really tightening up the schedule so I imagine there was some some scheduling tools as well that were put into place and Scheduling tools that were put into place and really just like
ramping up what that schedule looked like. What did you do? I know we talked block scheduling a lot. So tell us a little bit about that block scheduling, because I'm sure that you have so much that you've done over there with that. And tell me a little bit more about that.
speaker-1 (18:40)
Yeah, Tiff, we really dug into their procedure counts and formulated an efficient schedule. One doctor started the year about $9.50 an hour and ended his year closer to $1,100 an hour. Wow. Yeah. The other doc started about $600 an hour and ended close to $900 an hour. And hygiene.
speaker-0 (19:06)
amazing.
speaker-1 (19:08)
This will blow your mind. They started about 128 an hour and they ended at 147. They did ? get a new laser for hygiene, but literally adding the blocks in there to make sure we had room for perio, make sure doctors had room for their big cases just by taking a look at where they were performing and leaving room for additional growth in that. And then ? reverse engineering it to what
speaker-0 (19:14)
my gosh.
speaker-1 (19:39)
They wanted the outcome for their goal to be. Yeah, it was fun. It was fun. They designed it and I helped guide them with it and it worked and they all are following it because they see that it creates easier days for them and they don't have the roller coaster of really high production one day and then really low production the next.
speaker-0 (20:02)
That's amazing. Even hygiene, and I know you said, yeah, they implemented the laser. They brought the laser on board. But bringing a laser, buying a laser, taking the course for the laser, getting certified, and then actually using it to increase production and increase your patient's health is a completely different thing. So they were able to, I would imagine, find the space within their
? our appointment or to our appointment or however long they were scheduling for that, they were able to find the space to actually implement it, to feel comfortable and confident to do it. That's really, really cool. I actually really love that. So to wrap it, you've done handoffs, you've done chair side handoffs, you've done handoffs with the front office, and then also blocked scheduling and really, really dove into the metrics and the numbers and how
It's kind of like that lemon that you have that you're like, gosh, I just have like one or lime, right? I have one taco left. Like I don't have any more limes. You're squeezing the last little bit of juice out of the taco, or out of the lime on the taco, but you're really making it so that everything is flowing better. Everything is smoother. It's more efficient and it's really running like a well-oiled machine so that they could get that 18 and a half percent increase.
speaker-1 (21:21)
Yeah, 100 % Tiff. And truly, ? it took us really dialing into the why because as you know, so many offices, ? they do have relationships with their patients. But when you have healthy mouth patients and we're reappointing those and not leaving room for the infected patients, it directly affects the doctor's schedule. So letting them see, kind of triaging it like a...
hospital would, right? If I'm coming in and I'm bleeding, I'm going to take precedence over somebody that ? has a, I don't know, ingrown toenail. Re-framing that and letting them know, hey, we can still see those people and we want to see them, but we need to formulate a schedule that allows us to not only make our goals, but treat our patients in a way that aligns with our vision.
speaker-0 (22:01)
Yeah, absolutely.
speaker-1 (22:18)
? and mission, it really made the big difference.
speaker-0 (22:23)
That's beautiful. That's beautiful. That's amazing. And Kristy, kudos to you. Kudos to this team. You guys worked really, really hard. And I know you worked tirelessly with them to support them and guide them and give them the tools that they needed and really give them the support and the accountability. I did say I'd come back to the delegation so quickly. What did they end up being able to delegate to other, maybe team members so that it wasn't all the doctor or the owner?
speaker-1 (22:51)
Yeah. First and foremost, it was them sitting in on those one-on-one meetings, guiding the new employees. Because as I told you, the admin team was... They weren't even there. So they ? hired somebody that could help manage the office and allowing her to see their style. And then...
speaker-0 (23:05)
They didn't have one. Yeah. ?
speaker-1 (23:15)
watching her implement and run with it gave them the courage to let go and let her do it. ? with that being said, that was huge implementation there.
speaker-0 (23:26)
And I would imagine too, that they didn't do all of the informational search. They didn't do all the digging on the financial options, but they probably allowed their team to also help find what would work for the patients. And they're not going and sitting on these calls with Cherry and implementing the tools. they're allowing the team to have a part in this so that they're actually using the tools as well. Am I right?
speaker-1 (23:54)
Yeah, absolutely. ? In fact, bringing in other financial solutions. Yeah. One thing also that they uncovered was one of the insurance ? insurance plans was really holding them back and allowing the team to have say in, hey, I think we need to look at this one and maybe eliminate it because it's not serving us.
speaker-0 (24:17)
That's beautiful. So making more dollars per hour production for the treatment that you're doing, getting paid, getting paid what you should. I think that's brilliant. And this is, this is the time and age to be doing that. A lot of practices are looking at that. I love it. I love it, Kristy. So handoffs, chair side, handoffs, ? just within the team in general, handoffs at checkout, handoffs at treatment planning, all those different spaces and really, really looking for the opportunities that are being missed. So we often look for
quantity and we look for, let's bring in more. We're not getting enough case acceptance so we need more like to diagnose. they often, oftentimes practices will look at that new patient space and it could be the new patient space. I'm not gonna discredit that, but sometimes it is within the case acceptance. And so you've already got it there, increasing the systems and really looking at the why, getting a team fully on board, delegating the things that you can delegate, increasing that can make a massive difference. And then you're.
serving the patients that are already there even better than you were before. So Kristy, this is beautiful. I think there are a lot of nuggets that people can take from this. And again, 18 and a half percent, that's nothing to cough at. And I'm not saying you guys that everybody's going to get 18 and a half percent. They have the space and the availability and they did it. I have seen 5%, 7%, 12%. I've seen 22 % growth. It just depends on where you're at, what you're capable of doing within the size limitations that you have. And we are just so happy, Kristy.
Thank you for working so hard with this practice and with others. You are an incredible consultant and your clients are very, very lucky to have you.
speaker-1 (25:50)
Thank you. It was fun. It's fun. I love seeing their visions come true.
speaker-0 (25:56)
Same,
same, I love it. Well guys, I hope that you were able to take some notes. If you are driving, please re-listen and then take notes. Don't drive and take notes at the same time. Drop us a five star review. We always love to hear what you're thinking or any nuggets that you picked up from this. And as always, you can reach us at Hello@TheDentalATeam.com. Thanks guys.