The Navigating Dental Insurance Podcast

Tessina disuses how to effectively use an insurance commissioner. Most dental offices do not use the insurance commissioner and most are missing out on a type of advocacy that is proven to reduce claims denials, as well as many other challenges dental offices face when dealing with insurance. To contact Tessina, email her at tessinabarney@gmail.com. Visit her company website at www.VerusDental.com

In this episode, Jim focuses on his work as a dental specific CPA. He talks about advantages of using a dental specific CPA over general CPA's. Jim shares advice on how to work with your CPA in a way that is productive and allows for you to take full advantage of tax codes, and other perks that come with proactive tax planning and tax mitigation strategies. Jim also talks about fees and how they impact dental practices and his shock when comparing his client's fees with area percentiles. His advice is to be proactive at reviewing and assessing your fees often and in a way that will impact revenue and profitability.  To contact Jim, send him an email at jim@tridentcpa.com

"How to Scale a Membership Program to 365 Members in Just One Year: Lessons from Pioneer Valley Dental Arts"Read my article for this podcast!Summary:In this episode of The Automatic Patient Podcast, host Jordon Comstock chats with Gina Kiner, Office Manager at Pioneer Valley Dental Arts, about her incredible success in growing their patient membership program to 365 active members in just one year. Gina shares her strategic insights, emphasizing the power of empowering clinical teams to promote the membership program alongside the admin staff. Together, they discuss the importance of patient experience, the role of membership plans in reducing financial barriers, and how effective communication fosters trust and treatment acceptance.Key highlights include:How integrating clinical teams into the financial discussion boosts program adoption.The importance of creating seamless patient experiences and building trust.Specific strategies used to educate both uninsured and insured patients about the membership program.The overwhelmingly positive feedback from members and how it fuels continuous improvement.The significant advantages of membership plans over PPOs, including increased treatment acceptance rates and simplified processes.Whether you're looking to enhance patient care, boost recurring revenue, or learn actionable tips for scaling a membership program, this episode offers invaluable advice from a practice that's successfully done it.How to Scale a Membership Program to 365 Members in Just One YearJordon Comstock - BoomCloudapps.comAutomatic Patient Podcast

"Mastering the Patient Experience: Navigating Dental Insurance and Membership Plans with Deborah Nash"Summary:In this episode of the Navigating Dental Insurance podcast, Jordon Comstock hosts dental consultant and coach Deborah Nash for an insightful discussion on enhancing patient experiences while addressing the complexities of dental insurance. The conversation delves into effective communication strategies for handling common patient questions about insurance, the benefits of in-office membership plans, and the importance of relationship-based care over transactional approaches.Deborah shares practical advice on how to shift from policy-driven to patient-centered conversations, emphasizing the need to educate patients about insurance limitations without alienating them. The duo also explores key differences between PPO, cash-paying, and membership patients, backed by data insights. Deborah offers actionable tips for building trust, creating a seamless patient journey, and maintaining a high standard of care.This episode is packed with valuable advice for dental professionals aiming to foster loyalty and achieve financial clarity while navigating the challenges of the modern dental landscape.www.boomcloudapps.comDebra Nash

Maximize Your Practice's Revenue with Smarter Financial StrategiesIn this episode, we dive deep into actionable strategies to boost your dental practice's profitability. From mastering financial KPIs to implementing membership plans, learn how to retain more revenue and reduce write-offs with insights from a seasoned dental CFO.Key TakeawaysWhy KPIs Matter: Understand the financial metrics every practice owner should monitor.Membership Plans as a Revenue Driver: Explore how membership plans can increase recurring revenue and improve patient loyalty.Reducing Write-Offs: Tactics to minimize the impact of insurance write-offs on your bottom line.Scaling Your Practice Profitably: Learn how to align your growth strategies with sustainable financial outcomes.Resources & LinksRevenue & Retention Blog – Articles on optimizing revenue and patient retention.BoomCloud Membership Platform – Simplify your practice's membership plans and grow recurring revenue.DSO CFO Website - https://dsocfo.comVeritasdentalresources.com - Negotiate PPO Contracts

Episode Noteskey topics for a podcast summary:Technical Setbacks and Humor: The podcast kicks off with some lighthearted moments as Dan and Jordon troubleshoot microphone issues, setting an engaging and relatable tone for the conversation.Strategies for Defining an Ideal Patient Profile (IPP): Jordon and Dan dive into the importance of creating an Ideal Patient Profile, emphasizing how understanding demographics, psychographics, and payment preferences can elevate the success of a dental practice.The Value of Membership Patients vs. PPO and Cash Patients: They discuss the financial and operational impact of different patient types. Membership patients are highlighted as the ideal, with higher conversion rates, more predictable revenue, and fewer limitations compared to PPO patients.The Psychology Behind PPO Limitations: An in-depth explanation is provided on how insurance companies influence patient spending behaviors and the drawbacks of being heavily reliant on PPO patients.Marketing Tips for Attracting Membership Patients: The conversation includes actionable marketing strategies, such as using local SEO, social media, and educational content to bring in more high-value, membership-based patients.Community Engagement and Referral Programs: The hosts discuss ways to build community trust and loyalty, emphasizing how involvement and patient referrals can significantly boost practice growth.These topics set the stage for a dynamic and educational episode packed with actionable advice for dental professionals looking to transform their patient base and increase profitability.Jordon's Company - Membership Platform for dentistry: BoomCloudapps.comDan's Company - Coaching practice owners for success: https://www.elevationassociation.com

https://www.180dental.nethttps://www.boomcloudapps.comVeritasdentalresources.comFire the PPOs E-book

During this episode, Rebecca opens with talking about the importance of strong brand identity. Your brand is not just who you are as a dental professional, it's creating an image and a story about who you are but in a way that attracts the type of patient you are looking for. When your branding is strong, using effective marketing channels will help you drive the type of patient you want to see and the type of patient that will resonate with your personality and brand.Rebecca explores the real of patient education and applying some of that educational messaging in your marketing. This helps when patients experience you in real life to where your brand positioning and marketing can play a big role into the patients experience when they visit you in person for treatment. Rebecca talks about how marketing strategies are not just for patient acquisition; it's about patient retention: it's about case acceptance - it's about long term relationships. When it comes to dropping insurance, Rebecca recommends having a very strong brand positioning to give patients a solid reason to stay with you, even if you go out of network. She talks about communication protocols that are helpful in preparing patients for out of network transitions. To Rebecca, relationships matter greatly when it comes to out of network transitions and proper communication with existing patients will hep influence really great patient retention. In short, we learn from Rebecca that marketing is not just about putting your name out there, it's about fostering long term relationship with your patients and in a way where your own patients are promoting you and doing your marketing for you.Contact Rebecca by visiting www.verasoni.com  

Check out Brian's podcast and websites:  https://practicepurchased.podbean.com/https://www.dentalbuyeradvocates.com/team/ This episode is packed with a lot of great information about trends with patient attrition/patient retention as it pertains to PPO and FFS (fee for service) practice purchases. The key message Brian shares is that both practice types are totally worth pursuing as the net patient attrition numbers lean in favor of the new practice owner. Among the many practice transition experts we interview, Brian's processes are among the best in the industry as it pertains to practice acquisitions. What's crazy is that among his clients,  the average patient attrition trend for new practice buyers after 12 months of ownership is -2.3%. This is the best percentage we've seen in the industry as what that means is you are 2.3% ahead in overall patient count after the first 12 months of of ownership. We've always been a fan of Brian and highly encourage listeners to check out his podcast and website. 

Bob was a hospital CEO before he found his second calling, dentistry! Bob brings decades of experience into dental and takes a deep dive on leadership styles as well as relationship dynamics in dentistry. Both he and Bryton share their knowledge on how and why partnerships and associateships tend to not work well in dentistry. Arguably, most partnerships outside of dentistry tend to follow a same pattern of failure over time. With key positions like an associate dentist or partner, Bob and Bryton provide feedback on how to ensure that such relationships are set up for success the first time around. To contact Bob or Bryton directly email them at bob@dentistpartnerpros.com or bryton@dentistpartnerpros.com, or visit www.dentistpartnerpros.com to learn more. 

As a hygienist and a biller/coder, Jen covers the topic of hygiene coding and underutilized hygiene codes. With her years of experience as a hygienist, Jen talks about missed opportunities as it pertains to hygiene coding. She shares a number of underutilized codes that many dental practices can implement right away. Jen's knowledge on coding is quite impressive as what she covers is not discussed widely in the industry and are areas of hygiene related coding that can make practices more competitive and more profitable. To contact Jen, email her at jen@hiddendentalprofit.com 

During this episode, Ericka talks about different areas of coding and billing that are holding dental offices back, from a revenue perspective. Ericka talks about how insurance companies pay more for a prophy compared to a gingivitis cleaning (D4346) where such a cleaning is more extensive than a prophy. She talks about how perio billing in general is low for most practices. Ericka provides insight on solutions to help with accounts receivables in general and shares her top 5 Key performance indicators for dental billing. To contact Ericka please email her at billingcoach@hiddendentalprofit.com or visit www.hiddendentalprofit.com.

Welcome to the "Navigating Dental Insurance" podcast, where your hosts, Jordan Comstock and Ben Tuinei, dive deep into the complexities of dealing with dental insurance in the industry. Sponsored by BoomCloud Dental Membership Software and Veritas Dental Resources, this episode, titled "Combating the Bureaucratic Empire of Dental Insurance," is dedicated to simplifying the process for practice owners and office managers. Here's what we cover: - The challenge of making money in dentistry due to insurance complexities. - Strategies to combat the bureaucratic nature of dental insurance. - The importance of not blindly trusting insurance companies and doing due diligence. - A discussion on insurance companies' primary focus on investors over patients and providers. - A real-life example of policy manipulation by insurance companies. Join us as we explore these topics and discuss our upcoming live event aimed at empowering dental professionals.

Bob Speil: robert@spielconsulting.com

Check out Tessina at www.verusdental.com

Check out Tessina at www.verusdental.com

Insurance verification is a common activity in dental offices. Such a process allows team members to gather important information from insurance so that the team can give accurate benefit information and accurate quotes to patients based upon what their insurance covers.With many dental offices struggling to find qualified people to fill any practice need, Tessina has developed a company called www.VerusDental.com to help doctors with insurance verification needs. Tessina's offering to listeners is a grandfathered $15/hr for full insurance verification and such pricing will be locked in over the next 3 years.To learn more, email Tessina at tessinabarney@gmail.com. 

During this episode, Dr. Morrow shares his experience in dealing with tongue-tie by sharing a person story on how he was able to treat his daughter. Tongue-tie appears to be a common issue as medical agencies report that nearly 25% of newborns deal with tongue-tie. Russ found that by using laser techniques, not only can he treat tongue tie but do so in a way that is non-invasive compared to surgical outcomes when using traditional methods.Russ further explains the use of laser and how laser technology boosted his own practice revenue. Russ believes that acquiring a laser is one where the laser itself should be considered a major asset in the practice and a tool that is proven to improve clinical outcomes, thereby positively impacting the bottom line for a practice.To learn more about lasers or the use of laser for a number of different types of clinical procedures, visit Biolase.com.

The Automatic Patient PodcastThe Million Dollar Membership Plan - Book

In this episode, Jordon & Ben talk business with Kiersten Aucoin to help solve your day to day issues running a dental office.

Boomcloudapps.comdentalsuccessnetwork.comVeritasdentalresources.com

yourdigitalresource.com

Million Dollar Membership Plan - Book: https://boomcloudapps.info/squeeze-page1656208290187

Tax Free Wealth Book - https://www.amazon.com/Tax-Free-Wealth-Permanently-Lowering-Advisors/dp/1937832058

During this episode Morgan shares her experience with the struggles of finding good front office resources. By trial and error, she found and wrote about the best ways to deal with the front office. She's created a book, training manuals, and other resources to help the front office navigate the complexities of insurance and practice administration.  To learn more about what Morgan offers by way of front office training, please visit her website: https://frontofficefriend.com/pages/about-us

The Million Dollar Membership Plan book - https://boomcloudapps.info/squeeze-page1656208290187?utm_source=Home+Page&utm_medium=Home+Page&utm_campaign=Home+Page&utm_id=Home+Page&utm_term=Home+Page&utm_content=Home+Page

Jordon gives tips on how he built subscription revenue that has made his business, virtually recession proof. Many of us tend to overlook the subscription model as many of us have limited our own subscriptions, or don't think subscriptions are a good idea in general. Ben is one of those guys who hates subscription. Funny enough, Ben has Costco, gym, pool, Amazon, Disney+, Youtube, Netflix, Vacation Clubs, and many other subscriptions that help him enjoy his life. While many of us may not enjoy subscriptions, the vast majority of us do subscriptions as that's what we are used to. In this day and age, it's tough to engage in business or in entertainment without subscriptions.  So, building a subscription based business is one that Jordon suggests as it's proven to be a great business model for him and the many business owners that have businesses that are built on a reoccurring revenue model. 

In this day and age, practice analytic are becoming increasingly important. But when it comes to a practice purchase, the due diligence process can often be so overwhelming when determining whether you are purchasing an asset, or a liability. As many of you may know, practice due diligence can be a nightmare. But when done properly, purchasing a practice, even during a recession, can still lead to profitability and a great quality of work life. Today we have Joanne Tanner, MBA, and Rick Willeford, MBA, CPA to discuss the due diligence process in purchasing a practice. Joanne explains today's recession climate in purchasing a practice and some of the key tips on what needs to be focused on when performing due diligence. Joanne highly advises using DentaMetrix, a dental practice management analytics system. Rick, the founder of DentaMetrix, chimes in and gives feedback about performing practice due diligence while pulling his knowledge and history from his 40 years of experience in dental. At the end of this episode Rick offers a Complimentary Profit Leaks Analysis to the first 3 callers or responders. To obtain this analysis, please visit https://dentametrix.com/ and don't forget to mention that you found DentaMetrix on the Navigating Dental Insurance Podcast.To contact Joanne, please email her at joanne@tannermgmt.com.

Dr. Jessica's MissionDr. Jessica understands deeply how it feels to deal with impostor syndrome, anxiety and perfectionism in a high-achieving professional lifestyle, and that is why her mission is to empower as many women as possible by teaching them how to change their inner gremlin(or critic) to an inner cheerleader as she did. By doing this, Dr. Jessica's ultimate goal is to help enable more women to achieve leadership positions, and thrive as high-achieving professionals before they think they are ready and able to do so.To contact Dr. Jessica please visit her website: drjessicametcalfe.com/about-jessica

Book: Make $50,000/mo from your dental membership plan - https://bit.ly/3A31imx

Debras Website: https://debraengelhardtnash.comMake $50k/mo with a membership plan book -  https://bit.ly/3zGT9nx

Make $50k/mo from your dental membership plan + Passive income course - https://bit.ly/3zGT9nx

Principles of Practice Management Conference by Dental Economics - https://endeavor.swoogo.com/deppm22www.boomcloud.comwww.veritasdentalresources.comFire the PPOs - Ebook - https://boomcloudapps.info/squeeze-page2mo79w4q

Fire the PPOs - Book & course - https://boomcloudapps.info/squeeze-page2mo79w4q www.boomcloud.comwww.veritasdentalresources.comPrinciples of Practice Management Conference by Dental Economics - https://endeavor.swoogo.com/deppm22Fire the PPOs - Ebook - https://boomcloudapps.info/squeeze-page2mo79w4q

In this episode! Jordon & Ben are finally back recording together. They talk about ways to optimize revenue in your practice!Lower Fees despite increased inflationIncreased denialsElimination of coverage or reduced coverageConsulting world is bowing to insuranceConsulting has no ballsWhat to do? - membership on the rise - cutting out PPO'sAutomating unscheduled treatment, automating AR, reactivating patientsFor more resources go to BoomCloudapps.com

BoomCloudapps.com

One of dentistry's dirtiest little secrets is how quickly most associateships fail. Within one year of being hired, three out of four associate relationships end — a staggering 75% failure rate.   How is DentistHiringPros able to consistently transform this decades-long failure rate into an impressive 90% success rate? It's all in our approach. We have found associate hiring isn't forming a business relationship — it's creating something much more like a practice of “marriage”. As such, our entire process from beginning to end respects this philosophy where we act as matchmakers vetting candidates against pre-determined “fit indicators”, then playing the role of “priests” creating win-win expectations and contracts, and finally serving as marriage counselors staying involved in the relationship long after the ink has dried.To  learn more from Bob and  Bryton please see their contact information below:Our Website: DentistHiringPros.comTo Contact Us: Bryton@DentistHiringPros.comTo Text Us: 385-330-4473To get a copy of Flip Your Focus: FlipYourFocusBook.com or https://www.amazon.com/FLIP-YOUR-FOCUS-performance-upside-down-ebook/dp/B071NLB54W/ref=sr_1_1?crid=1MYT8BFEH8OHO&keywords=flip+your+focus&qid=1651258827&sprefix=flip+your+focus+%2Caps%2C96&sr=8-1

Craig McVey is a Rockstar dental coach and consultant. He's a very qualified MBA that has been in the dental industry for the last 15 years. He started his career with the Levin Group and has most recently been a part of the Quantum Leap Success group. Craig is known for maintaining a long term and very productive relationship with his clients. During this episode Craig talks about his style of case presentation. He goes through a number of simple techniques and processes that are proven to increase case acceptance in a big way.Our take on mastering case presentation is that at some point, the need to participate with insurance plans is less important. Maintaining a high level of case acceptance is one way in which dentists can shift their practices back to an insurance independent/fee for service model. We highly recommend following the techniques Craig shares in this episode to get you there.To contact Craig please email him at ctmdent@gmail.com. 

Theresa is a Registered Dental Assistant, Speaker, Consultant, & Author, with experience in all clinical and administrative aspects of the dental practice. This, coupled with her extensive hands-on experience of over 35 years, including over 25 years as an office administrator, uniquely qualifies her to train dental teams and develop leaders. She trains on Risk Management, HIPAA, Insurance Coding & Billing, Mouth-Body Connection and Implementation Of Tele-Dentistry Services into your practice.   Her priority is to protect the clinical and financial integrity of your practice by mitigating risk and increasing profitability. During this episode Theresa talks about the a few key unintentional areas in which fraud is committed in dentistry. From coding to underdiagnosing… it is common in dentistry to commit innocent mistakes. But those mistakes can end up costing dental professionals a lot of money or even their careers if they are not careful. Theresa advises that willful neglect is not a defense and that we need to be proactive in understanding risk factors, especially risk factors that could put you in jail, and avoid them. To learn more from Theresa please visit her website www.snapshotspreventmugshots.com or contact her at theresa@theresasheppard.com. You can also call her at 209-222-0750.

https://www.truedentalsuccess.com/dental-success-summit/

Sherri has decades of experience in coaching dental practices throughout the United States. She specializes in team culture and has proven that good culture leads to a World Class Team. During this episode Sherri shares her knowledge on how basic communication skills can enhance the culture of a dental practice. She provide key insight on how team communication leads to great patient communication. We talk about how to resolve complaints by team members or patients in a way that disarms people, positively, and allows all parties to move on. To contact Sherri please email her at sherri@nickersonconsulting.com.

During this episode Dr. Loving and Danette talk about the rise of perio disease and why we should be focusing more on perio protocols. There's no doubt that the current pandemic has influenced bad oral hygiene habits (or lack thereof) among the general public as we learn than 75% of those above age 30 have some form of periodontal disease. Dr. Loving and Danette share their experience and give instructions on how to develop a solid perio program within your practice. They both share key insight on how to manage a successful perio program while dealing with the frustrations of dental insurance and low reimbursements. This episode is jam packed with a lot of great information and we thank Dr. Loving and Danette for taking time to chat with us on the podcast. To contact Dr. Loving or Danette please reach them here: Danette Hamilton Tonya Loving

Dilaine Gloege is the Director of Education and Chief Claims Officer for Dental Claim Support (www.dentalclaimsupport.com). She has 35 years of experience in dentistry and has served as a Certified Dental Assistant and is an AAPC Certified Professional Coder. Most recently, Dilaine worked alongside Dr. Charles Blair as a Call Center Support Supervisor for his Insurance Solutions Newsletter and PracticeBooster where she has helped thousands of practices with coding and insurance questions for both medical and dental claims. She is a true expert in her field. During this episode Dilaine discusses some of the most common coding issues that occur in dentistry. We focus on build-ups and perio coding issues where Dilaine provides key insight on how to effectively report these codes and in a way that increases your chances of getting paid for the work you are performing. Dilaine gives key feedback on documentation and narratives that are essential for claims payments and gives a peak into the "auto-adjudication" (claim review by insurance companies) methods by insurance carriers that may negatively impact you if you are not using key words or submitting the proper documentation with your claim.  To contact Dilaine visit www.dentalclaimsacademy and click on the "Contact" page. As the Director of Education she hosts webinars and other seminars to help further your knowledge and skills on coding and other related insurance management issues you deal with on a day to day basis. 

https://thedentalboost.com/

Dr. Daniel was so gracious to share his story about how 1 patient destroyed the empire he built.  His experience is important as  any dentist or business owner can or may be targeted by bad people who make a living off of the backs of hard working and honest people. Dr Daniel describes how he entered the world of cosmetic dentistry so early in his career and quickly became the most famous dentist in eastern Canada. At a young age he built a 2 million dollar solo-practitioner practice, completely fee for service, and almost exclusively a high end cosmetic practice.  At a time where he was enjoying the fruits of his labor, he was targeted in an intentionally malicious way, by a patient who had a history of defrauding doctors. At the time, Dr Daniel was unaware of this patients litigious history. In the end, Dr Daniel was harmed financially and unnecessarily.  Tempted to leave dentistry altogether, Dr Daniel was able to heal, recover, and return to the profession he loves and with great glory. His experience makes him a true mentor to those in the profession who are struggling in any way. We thank him for being courageous in sharing his story on our podcast.If you wish to contact Dr Daniel here is his email: daniel@danieldanieldentistry.com 

Ryan Levy, CPA and principal of Ryan Levy CPA, LLC (levydentalcpa.com).  Ryan is a dental specific CPA for dental practice transitions, business advisory and tax planning services.  Ryan is a certified financial planner, has been a CPA for over 16 years. He is extremely thorough, knowledgeable and compassionate about his work and his clients.  He is a member of the Academy of Dental Management Consultants (ADMC), which is dedicated to the advancement of dental professionals. Ryan lives in Maryland with his wife and two little kids.To contact Ryan email him at: rlevy@levycpas.com

Insurance Anonymous Registration - https://us02web.zoom.us/webinar/register/WN_kNazBYe6Q2-F2xjpMOw4_A

Check out BoomCloudapps.comCheck out https://growingyourdentalbusiness.com/

Jordon & Ben speak with Jayme Amos about starting dental practices up and some strategies to grow even if you have been in business for some time!

Ben and Jordon talk about strategies to recession proof your practice.