Podcasts about practice owners

 A dental conference can be so incredibly exciting and ALSO so incredibly overwhelming. It is such an investment of time, money, and energy. So, it is critical to get an excellent return on your investment. In this episode, Bethany gives a specific strategy to ensure that every course attendee (includes ALL team members) gets the most out of the conference. In this episode, she tells course participants to set aside a couple of hours to organize course content into actionable items with specific timelines. If you have had or are going to a dental conference, this episode is a MUST listen!!Previous Episodes Worth Revisiting: Setting Your Course for Education in 2025CE Solution – Best Education Course! ⏰

Can my practice survive if I drop insurance? Where should I begin? What if all my patients leave? – These are just a few of the questions that practice leaders ask when considering whether or not to drop an insurance plan or two. Dr. Kuba and Bethany discuss various points of view with this topic and specifically dig into the important topic of the practice surviving and even thriving after an insurance drop.   Insurance MAD World Part One   Insurance MAD World Part TwoMay bonus content is available!! Dig into the nitty gritty details this month and learn how to resolve conflict, review systems, and market to the community! Get your practice and team back on track this month and sign up RIGHT NOW! Managing Dental Drama SubscriptionCheck out THE HUB for the “How to Drop Insurance” bundle which will be live this week! Don't waste time creating resources and plans from the ground up. Let us help! Find documents related to morning huddles, offer letters, performance reviews, treatment acceptance, consent forms, and SO much more!! Find Bethany and Dr. Kuba at the AAPD this week! They will have the MOST fun booth in the exhibit hall, so be sure to track us down! Don't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life example, or tips for a chance to have YOUR voice on the air!

Most private practice partnerships fail. But what if the right partner could double your growth and boost cash flow in weeks—not years?In this episode of the Private Practice Owners Club podcast, Nathan Shields, co-owner of the Private Practice Owners Club and a seasoned entrepreneur, was invited by Eric Miller of Econologics Financial Advisors and host for The Financial Beast Podcast in a powerful discussion about – what makes a partnership not only functional—but wildly profitable.Nathan shares the real-life strategies that helped him build trust-based partnerships, dodge common financial pitfalls, and scale a coaching business from scratch. But the episode doesn't stop at theory—he also breaks down his 4-phase framework to instantly improve cash flow without seeing more patients.If you're building a team, considering a partner, or just trying to finally pay yourself more, this episode is for you.Episode Highlights•

When do you know if you are TRULY out of space? What are the options to consider to increase space or decrease your patient count? How do you know if you need a second location? In this episode, Dr. Kuba and Bethany discuss the potential highs and the potential lows of starting a second location. They also discuss all of the “signs” that may indicate that you are truly out of space. If you are feeling cramped for space or are thinking about a new business venture with a second location, this episode is for you! Previous Episodes Worth Revisiting: Charting Your Course to Contentment How Many Team Members Do I Need? May bonus content is available!! Dig into the nitty gritty details this month and learn how to resolve conflict, review systems, and market to the community! Get your practice and team back on track this month and sign up RIGHT NOW! Managing Dental Drama SubscriptionThe HUB is live!! Don't waste time creating resources from the ground up. Let us help! Find documents related to morning huddles, offer letters, performance reviews, treatment acceptance, consent forms, and SO much more!! Don't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life example, or tips for a chance to have YOUR voice on the air!

Meet Katie K. May and Shaelene Kite, the co-founders of Stabilize and Scale, where they help group practice owners make data-driven, values-aligned decisions. Together, they have supported over 60 six- and seven-figure practices in building sustainable systems, leading with clarity, and scaling without burnout. In this episode they share how they met on Facebook as DBT practice owners who became battle buddies during the pandemic. In developing their program they created a place for group practice owners to celebrate wins and successes while growing a group practice without overwhelm. They share the harsh realities they experienced along their journeys and how they stepped into leadership and help others do the same.Key Takeaways:-connect with people who are doing what you want to be doing-step into leadership and have systems documented with clear expectations-know your numbers-to be a successful group practice owner you have to want to lead people-your business is a mirror for your inner landscape-distance yourself from the life happiness of the people on your team-you rent employees, you do not own them-the business owners job is to keep the business going-employees are always going to choose themselves over the business-the more you let you the more you attractKatie and Shaelene's Links:Stabilize and ScaleNumbers Aren't NastyInstagram

In this episode, real estate expert Colin Carr joins the show to share hard-won insights from helping over 5,500 healthcare providers negotiate their real estate deals. If you think you can DIY your next lease or purchase, this episode will change your mind.What You'll Learn:Why having multiple property options mattersThe danger of trusting the landlord's "nice guy" routineHow to approach lease renewals strategicallyHow to decide whether to lease or buy your clinic spaceMyths about visibility, parking, and location you need to rethinkConnect with Colin Carr:

 Educationally, since 2018, he co-founded GDR which has gone on to support over 250+ early career dentists in our GDR's core 12 month residency from across the country. GDR has gone on to develop more Advanced Diplomas and other adjunct programs to support Practice Owners and Associates to upskill with a focus on Specialist & Expert field led, mentorship, hands-on training and structured development.

To all of our male listeners, this episode is ABSOLUTELY a must listen for you, even if “Mom” is listed in the title. In this episode, Dr. Kuba and Bethany talk about one thing that is plaguing practice owners, hygienists, RDAs, and business team members alike – working mom guilt. Bethany sits with so many women who are constantly beating themselves up. They want to be better employees but also want to be better moms. They pile expectations on their own shoulders and begin to crumble under the weight of it. Tune in to hear a very freeing perspective from Dr. Kuba and Bethany!Previous Episodes Worth Revisiting: The “Surface Pressure” is Killing Me, Now What? The Importance of Mental Health in the WorkplaceMay bonus content is available TODAY!! Dig into the nitty gritty details this month and learn how to resolve conflict, review systems, and market to the community! Get your practice and team back on track this month and sign up RIGHT NOW! Managing Dental Drama SubscriptionThe HUB is live!! Don't waste time creating resources from the ground up. Let us help! Find documents related to morning huddles, offer letters, performance reviews, treatment acceptance, consent forms, and SO much more!! Don't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life example, or tips for a chance to have YOUR voice on the air!

What if everything you've built—your logo, your practice name, your content—could be taken from you… and legally? In this episode, Dr. Lauryn welcomes Chandler J. Esq, founder of Lethal Legal, to break down the essential legal protections practice owners and personal brands need to have in place. If you've ever hesitated to trademark your name or wondered whether your website content is protected, this conversation is for you.Together, they dive into the basics of intellectual property law—including what's worth protecting, when to trademark, and how copyright applies to more than just online content. Chandler shares real-world examples, preventative strategies, and empowering advice for making your brand legally untouchable. Whether you run a physical clinic, a digital business, or both, you'll walk away understanding exactly what legal armor your brand needs to thrive.Key TakeawaysTrademarking your brand name and logo isn't just for influencers—practice owners need this too. Chandler explains how failing to secure these assets can cost you big, even if your business is local.Intellectual property law covers your digital AND physical brand presence. From clinic names to online content, you'll learn what's protected and what's at risk.Being proactive about IP law saves money, stress, and reputation. Chandler lays out when and how to work with a trademark attorney—and what DIY legal routes are safe to take.Brand protection equals brand power. Understanding copyright, trademark, and contracts gives you confidence and leverage as a business owner.Guest BioChandler J. Esq is the founder of Lethal Legal and a dynamic trademark attorney and brand protection strategist. She helps business owners protect and monetize their brands by combining deep legal expertise with a standout client experience. Featured in NASDAQ and Thrive Global, Chandler is a recognized industry voice for making legal protection not only accessible—but empowering and entertaining.Find out more about all of Lethal Legal's products and servicesFollow Chandler: LinkedIn | Instagram Resources:For those interested in building a profitable personal brand in just two hours a week, check out Dr. Lauryn's new membership group Beyond Brick & Mortar!Grab Lauryn's free “Sexy Niche Checklist” from her website.Sign up for the Weekly Slay newsletter!Follow She Slays and Dr. Lauryn: Instagram | X | LinkedIn | FacebookSign up here to receive our monthly associate job postings email.-- -- -- -- --Mentioned in this episode:Holistic Marketing HubHolistic Marketing...

Associate dentists play an important role in private practice. They come alongside the owning doctor and help to carry out the dentistry needed to care for the patient base so that the practicing owner can see more patients, take more time away from the practice, or utilize freed-up time to focus on the administrative needs of the practice. Yet, associateships can cause problems from time to time. In this episode, Dr. Kuba and Bethany discuss additional “yuck” aspects of associateships, and they give several tips on how to eliminate these potential risks.  Previous Episodes Worth Revisiting: How to Search for an AssociateShould I Sell My Practice? April bonus content is available!! It has practice and team boosting ideas including MARKETING tips and suggestions. Get your practice and team back on track this month and sign up RIGHT NOW! Managing Dental Drama SubscriptionMissed the previous subscription months? Don't fret! Go to our subscription page and you can purchase the things you missed! Stay tuned for additional resources at the end of April – The HUB is going to feature so many resources that you need all for individual purchase. Coming soon! Don't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life example, or tips for a chance to have YOUR voice on the air!

Conflict amongst team members is almost unavoidable. At times, it can hit your perfectly happy team in the most unfortunate way. For others, it could be that conflict is the ongoing saga that always ends with “To be continued….”. It can be exhausting for all parties involved and can absolutely beat down the practice owner or leader. In this episode, Bethany shares of a recent client of hers who was struggling to manage conflict on the team. Despite the manager's best efforts, things seemed to be getting worse rather than better. Listen to Dr. Kuba and Bethany discuss the details of this conflict and glean little pearls for how to handle situations like these on your team. Previous Episodes Worth Revisiting: Personalities on ParadeThe Importance of Mental Health in the WorkplaceApril content is available!! It has practice and team boosting ideas including MARKETING tips and suggestions. Get your practice and team back on track this month and sign up RIGHT NOW! Managing Dental Drama SubscriptionMissed the previous subscription months? Don't fret! Go to our subscription page and you can purchase the things you missed! Stay tuned for additional resources at the end of April – The HUB is going to feature so many resources that you need all for individual purchase. Coming soon! Don't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life example, or tips for a chance to have YOUR voice on the air!

In this special episode we're tackling your top questions about today's market conditions. Join Jamie and Diwakar as they break down current turbulence, what may lie ahead in the coming year, and the smart steps you can take now to help safeguard your business against market volatility.

At times, a practice owner or team leader is utterly surprised when they realize that an iron clad system is not being utilized by the team. How did this happen? How long has the system been out of use? The consequences of unfollowed systems are numerous. First, team members can be confused, leading them to spend too much time seeking clarification from others. Second, team members can become inefficient as they use outdated or previously unsuccessful systems. Finally, unfollowed systems can create discord on the team when some diligently follow the protocols while others seem to be slacking. Listen in today as Dr. Kuba and Bethany discuss staff accountability! Previous Episodes Worth Revisiting: Task Management – The Art of Getting Things Done  The Highs and Lows of Family Members as EmployeesApril content is available!! It has practice and team boosting ideas including MARKETING tips and suggestions. Get your practice and team back on track this month and sign up RIGHT NOW! Managing Dental Drama SubscriptionMissed the previous subscription months? Don't fret! Go to our subscription page and you can purchase the things you missed! Stay tuned for additional resources at the end of April – The HUB is going to feature so many resources that you need all for individual purchase. Coming soon! Don't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign-UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life examples, or tips for a chance to have YOUR voice on the air!

Episode Overview In this special solo episode for Stress Awareness Month, host Tracy Cherpeski shares insights from the Sonoma-Mendocino Lake County Healthcare Expo and Conference on physician wellness and burnout. Drawing from her 15+ years of consulting experience with healthcare practices, Tracy discusses how the unique challenges faced by independent practitioners affect both personal wellbeing and business success. Key Highlights The Burnout Crisis: 63% of physicians report at least one symptom of burnout according to Mayo Clinic research Double Impact: Practice owners face both clinical stress and business ownership pressures Strengths Becoming Weaknesses: How the qualities that make great healthcare providers (service orientation, high standards, problem-solving abilities) can undermine personal wellbeing Business Consequences: How unmanaged stress directly impacts practice revenue, staff retention, patient experience, and clinical decision-making Practical Solutions: Stress management strategies specifically designed for independent practitioners and small practice owners Topics Covered The unique stress patterns observed in healthcare practitioners vs. other professionals How to recognize early warning signs of burnout in yourself and colleagues The measurable business costs of practitioner stress Practical interventions that serve both wellbeing and business optimization Why institutional wellness approaches often fail independent practitioners Featured Framework Tracy's coaching approach for practice owners includes: Eight-area life assessment to identify imbalances "Threshold interventions" - small changes at critical junctures of the day Environmental modifications to reduce stress triggers Intentional calendaring and boundary-setting Integration of wellbeing strategies with business optimization Resources Mentioned Free Burnout Prevention Guide: Available at PracticeSuccess.co/resources (scroll to bottom of page), WHO's official burnout definition and 12-stage progression model Episode Quotes "In healthcare, your most important business asset isn't your equipment, your location, or even your patient list—it's you. And when you're operating from a place of chronic stress, every business metric eventually suffers." "Addressing practitioner stress isn't just a wellness nicety—it's a business imperative with measurable ROI. When practice owners invest in their wellbeing, they're making one of the most significant business investments possible." "We take the approach of building one's business around the life they want to live, not the other way around." Connect With Us: Be a Guest on the Show Thriving Practice Community Schedule Strategy Session with Tracy Tracy's LinkedIn Business LinkedIn Page Thriving Practice Community Instagram

For all the amazing, positive talk about associateships, there are aspects of it that are not glamorous or fun. In this episode, Dr. Kuba and Bethany talk about all of the sticky points that can come up between practice owners and associates. From who gets the credit on x-rays to fairly dividing up the new patients, issues can arise. Bethany encourages both the practice owner and the associate to have fair expectations of one another and to approach the relationship with mutual respect. She and Dr. Kuba discuss the importance of clear communication throughout the relationship.  Previous Episodes Worth Revisiting: Interview with an Associate Dentist – Meet Dr. Michael!  Clear Expectations and Sticky Conversations April content is officially available TODAY!! It is practice and team boosting ideas including MARKETING tips and suggestions. Get your practice and team back on track this month and sign up RIGHT NOW! Managing Dental Drama SubscriptionMissed the previous subscription months? Don't fret! Go to our subscription page and you can purchase the things you missed! Stay tuned for additional resources at the end of April – The HUB is going to feature so many resources that you need all for individual purchase. Coming soon! Don't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life example, or tips for a chance to have YOUR voice on the air!

Welcome to this episode of 20/20 Money! In today's episode, we're diving into the details of your tax return—beyond just whether you got a refund. We'll break down the difference between deductions and credits, how our tax brackets work, why you should focus on Line 24—your total tax paid—instead of Lines 34 or 37, and what Line 38 might be telling you about penalties and interest. We'll also highlight common areas for errors, clarify how the QBI deduction applies depending on your income level, and walk through important forms like Form 8960 for NIIT cancelation, Form 8889 for HSAs, and the health insurance deduction.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. Lastly, if you're interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” please check out the link in the show notes of this episode to learn more.   Resources: 20/20 Money Membership Information OD Masterminds Information Request 20/20 Episode #332 - Difference between Saving & Deferring Taxes Planning for the QBI (199A) Deduction in your practice Review of Optometric Business 199A Article   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Kuba offers up her shoe today to Bethany, fully prepared for Bethany to beat her. While tempted, Bethany engages in a conversation with Dr. Kuba regarding a recent (gasp) drama development at her office. In an effort to make swift and necessary changes, Bethany suggests a couple of schedule changes to Dr. Kuba. The team was not a fan of the changes! Dr. Kuba and Bethany dialogue about what they could have done differently and give advice to practice owners on how to make effective changes in their practices. Previous Episodes Worth Revisiting: S3:Episode 29 – How to Solicit Genuine Feedback from EmployeesS2:Episode 45 – When Team Members ComplainsMarch Content available! Check out our brand new section in the MDD Digest (Level 2 and 3 membership) – Sweet Sally Solutions, a section dedicated to your amazing team. Give them the tools they need to help you digest the digest! Subscribe Today!! Managing Dental Drama SubscriptionMissed the previous subscription months? Don't fret! Go to our subscription page and you can purchase the things you missed! Stay tuned for more helpful documents in the near future! 

Are you spending too much time on marketing but not seeing results? The reason many private practice owners get overwhelmed with ALL the marketing is because they lack structure doing this work which leads to wasted time, frustration, and inconsistent results. In this episode, Kathy C shares 5 must-have systems (ALL ARE FREE!) that every practice owner or service provider needs to help you get organized, work more efficiently, and see better outcomes - without spending hours every week on marketing.Kathy explains why having a clear plan is essential to avoid the overwhelm of random marketing efforts. She introduces the concept of Assembly Line Thinking, a simple way to streamline marketing tasks and improve consistency. She also breaks down how disorganization is one of the biggest time wasters and why structure can make marketing easier and more effective AND give you time back in your day! If you find yourself not getting clients from your marketing, or you are constantly searching for items you need to do your marketing and just feeling frustrated with making consistent marketing a reality … this episode will give you practical strategies to help you stay organized and save time. By making small changes to how you store, plan, and execute your marketing, you can focus more on serving clients while still growing your practice.Hit play now to learn how simple systems can help make marketing easier and more effective!Be sure to check out the resources mentioned on our show notes page at http://marketingyourprivatepractice.com/141 Free Marketing Review with Kathy - https://www.pepperitmarketing.com/review Click here to send Kathy a text message about this Episode

 In deep reflection, Dr. Kuba and Bethany realized that most of the Managing Dental Drama episodes center around what to say and how to say it. However, they realized that there is also a time and a place to be quiet. In this episode, they dedicate an entire episode to the important topic of “When to Shut Up.” Together, they discuss several examples of when it is better to stay quiet than to speak. Here's to hoping that this episode leaves you speechless!  Previous Episodes Worth Revisiting: An Interview with Bethany's Dad – Dr. JonesFeaturing YOUR Voices March Content now available! Check out our brand new section in the MDD Digest (Level 2 and 3 membership) – Sweet Sally Solutions, a section dedicated to your amazing team. Give them the tools they need to help you digest the digest! Subscribe Today!! Managing Dental Drama SubscriptionMissed the previous subscription months? Don't fret! Go to our subscription page and you can purchase the things you missed! Stay tuned for more helpful documents in the near future! 

Struggling with unexpected challenges as a new practice owner? Feeling overwhelmed by tasks you didn't anticipate? I dive into some insights on how to manage those unexpected hurdles and find your footing with confidence in today's Ask Allison. This episode is also available to stream on our YouTube channel!  Sponsored by TherapyNotes®: Use promo code Abundant for 2 months free To check out our free resources, including weekly worksheets & our Tasky Checklist, visit https://www.abundancepracticebuilding.com/links. Learn how to fill your practice with the Abundance Party! Join today & get 75% off your first month with promo code PODCAST: https://www.abundancepracticebuilding.com/abundanceparty

Send us a textAre you running a private practice but struggling with financial management? You're not alone. Many healthcare professionals find accounting, metrics, and financial strategy overwhelming—but mastering these areas is the key to business growth and long-term success.In this episode, Will and Keith break down the most common financial mistakes private practice owners make and how to shift your mindset for sustainable profitability. They discuss:Why financial awareness is crucial for business succesHow technology can provide clarity and forecasting powerThe key financial metrics every practice owner must tracHow coaching can help bridge knowledge gaps in business financeThe mental shift needed to go from clinician to business leaderThe future of accounting in private practiceIf you're a PT, healthcare provider, or private practice owner looking to grow your business and take control of your numbers, this episode is packed with insights you can't afford to miss.Virtual Rockstars specialize in helping support or replace all non-clinical roles.Book a free call to learn how a Virtual Rockstar can help scale your physical therapy practice.Subscribe here to our completely free Stress-Free PT Newsletter for your weekly dose of joy.

After spending the entire month of February focusing on compensation reviews, Dr. Kuba and Bethany get together to discuss the aftermath. After being extra excited to jump into the reviews, Dr. Kuba experienced a bit of a disappointing let down after they were complete. She and Bethany dialogue about the real reactions to expect as well as how to mentally and emotionally prepare for these meetings. Previous Episodes Worth Revisiting: How to Conduct Compensation Reviews When Employees Feel Entitled March Content now available! Check out our brand new section in the MDD Digest (Level 2 and 3 membership) – Sweet Sally Solutions, a section dedicated to your amazing team. Give them the tools they need to help you digest the digest! Subscribe Today!! Managing Dental Drama SubscriptionMissed the previous subscription months? Don't fret! Go to our subscription page and you can purchase the things you missed! Stay tuned for more helpful documents in the near future! 

Understanding Financial Health: A Guide for Therapy Practice LeadersIn this episode of 'Therapy for Your Money,' host Julie Herres tackles the crucial issue of financial literacy for group practice leaders and clinicians. Julie, an accountant and the owner of Green Oak Accounting offers insights gleaned from her experience with private practice owners across the United States. The episode highlights the significance of grasping the financial realities involved in running a group practice, including how clinical sessions affect the practice's income, the dynamics of profit margins, and the difficulties caused by rising costs and stagnant insurance reimbursements. Julie also presents the concept of the Healthcare Hierarchy of Needs from Kasey Compton's book 'Fix This Next for Healthcare Providers,' emphasizing the importance of sales, profit, and order for a successful practice. This episode is essential listening for leaders aiming to align their financial choices with the overall health of their practice.Show Highlights00:00 Introduction to Therapy for Your Money00:45 Today's Topic: Financial Literacy for Practice Leaders02:00 Understanding Financial Realities in Group Practices05:10 The Importance of Profit Margins07:16 Challenges Faced by Group Practices09:35 The Role of Practice Owners and Leaders12:15 Hierarchy of Needs in Healthcare Practices14:07 Final Thoughts and Recommendations15:58 Conclusion and DisclaimersLinks and ResourcesMoney for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production and Show Notes by Course Creation Studio

It is a moment that everyone dreads – the departure of a beloved and critical team member. Whether a spouse's career takes them elsewhere, they retire, or they find a career elsewhere, it is always devastating to lose a team member who brings so much to the team. Replacing him or her seems like an impossible task, and yet it must be done. In this episode, Dr. Kuba and Bethany discuss the importance of a good onboarding program for new team members. Together they discuss specific ways to ensure that you are coaching your new team member into better performance. Previous Episodes Worth Revisiting: Peer Feedback FormsHow to Solicit Genuine Feedback from Employees March Content now available! Check out our brand new section in the MDD Digest (Level 2 and 3 membership) – Sweet Sally Solutions, a section dedicated to your amazing team. Give them the tools they need to help you digest the digest! Subscribe Today!! Managing Dental Drama SubscriptionMissed the previous subscription months? Don't fret! Go to our subscription page and you can purchase the things you missed! Stay tuned for more helpful documents in the near future! 

Searching for a new employee is wrought with challenges and often with insecurity in the process. Trying to find an associate tends to be an even more challenging process. In this episode, Dr. Kuba shares how she is currently in the associate search process. Together, she and Bethany discuss the specifics of how to search for a doctor to join your team.  They start by reviewing how to market the position, and they finish by discussing finding the right fit for your practice. Previous Episodes Worth Revisiting: Making Associateships Win/Win Hiring an Associate Series – Part One Last week of February content! Last chance to get 50% off your first month - Subscribe Today!! Managing Dental Drama SubscriptionMissed the previous subscription months? Don't fret! Go to our subscription page and you can purchase the things you missed! Stay tuned for more helpful documents in the near future! 

Navigating Financial Challenges in 2025: Insights and Strategies for Therapy Practice OwnersIn this episode of 'Therapy for Your Money,' host Julie Herres, owner of Green Oak Accounting and author of 'Profit First for Therapists,' is joined by frequent guest Jackie Carter to discuss various financial topics relevant to therapy practice owners. They cover a quarterly recap focusing on the challenges and changes faced by private practices in 2024, the importance of optimizing marketing efforts, and the critical role of administrative efficiency. They also stress the necessity of active participation from practice owners, especially during tough financial times, and explore affordable self-care practices to avoid burnout. As Jackie eloquently states, 'It just takes one small thing a day to make a difference in the long run.'Show Highlights00:00 Welcome to Therapy for Your Money00:45 Quarterly Recap with Jackie Carter01:43 Challenges Faced by Practice Owners in 202405:31 Marketing Strategies for Group Practices07:44 The Importance of Timely Responses10:35 Facing Financial Realities13:55 Managing Administrative Costs19:16 Balancing Self-Care and Business Needs26:11 Looking Forward: Optimism for Private Practices29:52 Conclusion and Final ThoughtsLinks and ResourcesMoney for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production and Show Notes by Course Creation StudioGet our free KPI tracker to see how you practice measures up to others in the industry! www.therapyforyourmoney.com/kpi

With an alarming growth of angry and unhappy people in the world, it's not a surprise that the dental field is seeing its fair share. As disappointing as it is to have an angry, unhappy, or even volatile patient, it only gets harder when a dentist considers the options for dealing with the angry patient. What should a doctor and team do with the unhappy customer? Should they seek to reconcile? Should they send a termination letter? Should they call the person? So many options, each with their own pluses and minuses. In this episode, Dr. Kuba and Bethany discuss a few different angry patient scenarios. They each share their perspective on how they think it should be handled. Finally, Bethany encourages all listeners to pick a consistent response – one that can be implemented across most circumstances. Previous Episode Worth Revisiting:Disgruntled PatientsDon't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life example, or tips for a chance to have YOUR voice on the air!

Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we're providing a quick update on the Beneficial Ownership Information Report, or BOIR, for group practice owners.  We discuss: What the BOIR is and who would have to file The current status of the BOIR requirement, and where to check for updates What we currently recommend for practice owners regarding BOIR How scammers capitalize on confusion and social engineering red flags to watch out for Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. Resources FinCen Beneficial Ownership Information page BOI Small Entity Compliance Guide JD Supra Corporate Transparency Act: It's Still Paused (For Now) -- Published 2/13/25 PCT Practice Resources Group Practice Care Premium weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost) + assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For Group Practices For Solo Practitioners PCT's HIPAA Risk Analysis & Risk Mitigation Planning service for mental health group practices -- care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health group practice, and a mitigation checklist to help you reduce your risks.

This Business of Functional Medicine episode is the second part of podcast episode #349, hosted by Kristen Brokaw with guest and business coach, Ari Meisel. In this episode, Ari explains that practice owners can use AI to enhance productivity. He also discusses concepts that he teaches in business coaching, including “The 3 Levers of Success in Business” and “The 6 Levels of Delegation.” He also revisits the importance of asynchronous communication, and shares techniques for capturing ideas effectively and for finding the right support to optimize personal and professional life. Tune into this episode to hear more about: Creating custom GPTs to streamline information processing and ideation Using tools like Trello to delegate or prioritize tasks Why work-life integration is more relevant than work-life balance And much more! Listen to Part I of this podcast, Business of Functional Medicine: Four Entrepreneurial Mindsets for Practice Owners, episode #349.

Patient care is often a shared process among various providers. Dentists must coordinate care with dental specialists like oral surgeons, orthodontists, periodontists, pediatric dentists, and endodontists and vice versa. In addition, dental professionals must coordinate care among medical providers to obtain medical clearances as well as important information regarding medicines/pre-medication recommendations. This coordinated effort is a critical aspect of providing premium quality care for patients. In this episode, Dr. Kuba and Bethany discuss the importance of this process while also talking about the things that often go wrong in the process. Together, they have tips and suggestions for improving relationships amongst referral sources. Previous Episodes Worth Revisiting: What is Good Customer Service? Know THY Practice Missed the previous subscription months? Don't fret! Go to our subscription page and you can purchase the things you missed! Stay tuned for more helpful documents in the near future! February Bonus Content Now Available! Last chance to get 50% off your first month - Subscribe Today!! Managing Dental Drama Subscription

In this episode of Physical Therapy Private Practice: Secrets of the Top 10%, Brian Gallagher shares the five vital life-changing principles that every practice owner needs to know to thrive in today's challenging healthcare environment. Whether you're just starting or managing a multi-clinic practice, these insights will help you improve efficiency, optimize revenue, and build a stronger practice culture. Tune in to learn why luck isn't a strategy, how transparency breeds trust, and the secret to running a highly efficient practice.

It is certainly a topic that everyone wishes to avoid, but Bethany brings four different real scenarios of where drugs or substance abuse entered the workplace. She and Dr. Kuba discuss the signs in each of these very diverse scenarios, and they discuss the action that each practice owner took. While it is not a fun topic to consider, it is more prevalent than anyone would like to admit. It is critical to address potential substance abuse situations with grace and also with swift action. So, listen in to today's important episode! Previous Episodes Worth Revisiting: When to Coach and When to Fire Underperforming EmployeesThe “Surface Pressure” is Killing Me, Now What? Did you miss the previous subscription months? Don't fret! Go to our subscription page and you can purchase the things you missed! Stay tuned for more helpful documents in the near future! February Bonus Content Now Available! Last chance to get 50% off your first month - Subscribe Today!! Managing Dental Drama SubscriptionDon't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign-UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life examples, or tips for a chance to have YOUR voice on the air!

Are you running on empty while trying to pour into everyone else? Running a dental practice comes with its fair share of challenges—from managing patient care to motivating your team—all while trying to maintain a healthy work-life balance. In this episode of the Raving Patients Podcast, I sit down with Callie Ward, founder of Dash Dental Consulting, to uncover practical strategies that will help you transform your practice and reclaim your energy. With over 30 years of experience in the dental industry, Callie knows firsthand what it takes to create a thriving practice. Whether it's increasing case acceptance, improving team dynamics, or redefining your vision for success, her approach blends expertise with empathy. If you're looking for actionable advice to take your practice to the next level, this episode is packed with insights you won't want to miss. Episode Highlights: Finding Fulfillment in Your Practice: Callie shares how aligning your team's vision with your own can foster a positive and productive practice culture. Balancing Work and Life: Learn Callie's proven methods for creating a practice schedule that works for you—not against you—while building a life you love. Case Acceptance Through Relationships: Trust is everything. Callie explains why connecting with patients on a personal level is the secret to increasing case acceptance. Motivating Your Team: Discover the power of meaningful incentives and how celebrating your team's wins can create a stronger, more cohesive practice. The Role of Purpose: Callie explores why understanding what drives your team members—and giving them opportunities to shine—leads to better outcomes for everyone. — Key Takeaways Introduction and Event Highlights (00:01) Callie Ward's Approach to Dental Consulting (03:02) Aligning Team Vision and Leadership (04:25) Knowing When to Hire a Consultant (05:35) Building Intentional Team Connection (09:40) Effective Incentives and Motivation (12:50) Building Trust for Case Acceptance (18:08) Empowering Teams and Celebrating Wins (21:12) Work-Life Balance for Practice Owners (28:01) Lightning Round Q&A and Wrap-Up (30:27) Connect with Callie and Special Offer (35:00) — Connect with Callie: Website - https://www.dashdentalconsulting.com/ Special Offer: Callie is offering a free month of consulting for those who sign up by the end of February. Visit dashdentalconsulting.com to schedule a consultation and learn more. — Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com. This podcast is sponsored by Dental Intelligence. Learn more here. This podcast is sponsored by The Doc Sites, the leading provider of websites and online marketing for dentists. Find out more here. Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!  

 It is a fear and unfortunately a common reality that injuries occur at the practice. A patient trips and falls on a loose rug. A patient has a seizure and hits their head on the cabinet. Or, in Dr. Kuba's case, a patient sits on a bench and it breaks. The variety of ways an injury can occur is endless. In this episode, Dr. Kuba walks through a recent injury that occurred in her practice. She and Bethany discuss the nuances of what the team should and should not say and do. They also discuss the importance of making sure your team is trained and ready for the occurrence. This is definitely an episode you do not want to miss! Previous Episodes Worth Revisiting: How to Prepare for a Board ComplaintWhen the Sh!# Really Hits the Fan: Part Two Lawsuit January Opportunity – 20% off Consulting Crash Course if you register by January 31, 2025! Bethany and Dr. Kuba say “Don't be a Dummy” and “Don't Be Laughable” – Sign up for your CONSULTING CRASH COURSE today! This is a course designed ONLY for you and your team. Take your practice to the next level!! Email us at managingdentaldrama@gmail.com today to secure a spot for your team! ⏰January Bonus Content Available! Subscribe Today and Get 50% Off Your First Month! Managing Dental Drama SubscriptionDon't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life example, or tips for a chance to have YOUR voice on the air!

Dr. Peter Wishnie founded Family Foot & Ankle Specialists and is a renowned healthcare practice consultant. With 30 years of experience as a podiatrist, Peter has built an extraordinary career combining clinical excellence with innovative practice management strategies. Through consulting, he's helped countless health care providers transform their practices by implementing patient-centered systems while significantly improving operational efficiency and profitability. We have heard many of Peter's clients rave at his expertise and ability to really dive into the practice to look for areas of opportunities. Let's dive into his experiences, insights, and the philosophy that guides his approach to health care practice success. Here's a Glimpse of What You'll Learn 0:00 Preview - Fighting Burnout at 40 0:54 Introduction 3:58 Peter's Post-Medicine Life 7:38 Fighting Burnout at 40 11:34 Gaining Value from Mindset 14:27 Get Help: Coach vs Mentor 19:15 Practice Owners' Dilemma 22:03 Peter's Goal for You At 29 years old, Dr. Peter Wishnie decided to purchase his own practice in New Jersey instead of working for another doctor in Rhode Island, despite having no business experience and starting $300,000 in debt. Initially struggling with a declining patient base and losing $7,500 monthly, he turned to business coaching, implemented new systems, and studied key performance indicators. His dedication paid off, as he surpassed the previous owner's earnings within a year and maintained multiple seven-figure earnings for 30 consecutive years, placing him in the top 1% of his field. After 33 years, Dr. Wishnie sold the practice for $2 million more than the purchase price in 2022, transitioning to help other business owners achieve success while maintaining work-life balance. Speakers Featured in This Episode - Tom Foster of Foster Web Marketing- Dr. Peter Wishnie of Peter Wishnie Coaching This episode is brought to you by Foster Web Marketing. Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices. Our award-winning marketing and systems solutions are what set us apart from everyone else.  

On this episode of What the Hell Just Happened?!, Paul Edwards and CeCe Wilson discuss the importance of being proactive in managing your HR responsibilities. Join them as they discuss the need for company-provided emails and phones, the Hollywood mishaps that led to this lawsuit, and how this applies to your small practice. This week, episode 100 of What the Hell Just Happened?! is about Lively's HR Nightmare - and how to avoid it in your own practice. Better workplaces make better lives.  Our podcast sponsor, CEDR HR Solutions, knows there's a better, easier way to HR. With our industry-leading approach, we support over 3,000 small and medium businesses across the country through custom handbooks, one-on-one HR coaching, and education. From HIPAA training to our expansive software, backstageHR, our affordable and tailored approach enables you to address any issue with ease.  In this episode of What the Hell Just Happened?!, CEDR CEO and Founder Paul Edwards is joined by guest CeCe Wilson to share the importance of not retaliating on employees who bring up issues in the workplace, and actionable steps you can take to ensure you have a system in place to handle employee complaints and concerns. Paul Edwards and CeCe Wilson discuss: The crucial need for all businesses, regardless of the size or number of employees, to have clear HR policies and procedures in place, including an employee handbook.  The need for a clear and concise procedure for handling complaints and concerns from employees - from complaint through investigation. The responsibility of employers for creating a workplace free from harassment and discrimination. If you are a business owner or an office manager looking to simplify your HR process and you are not already subscribed to our HR Insider Newsletter, you need to click here to start receiving the most current, updated information for your office. Be sure to tune in every other Tuesday and listen to past episodes to get informed about tons of HR tips and best practices.  Thank you for listening! If you enjoyed today's episode, please make sure to share this episode on LinkedIn or with your team, and don't forget to follow, share, and rate the show on your preferred listening platform.  Email questions or comments for Paul at podcast@wthjusthappened.com You can connect with us here: Website LinkedIn Instagram Facebook

On the heels of “When to Ask for a Raise,” Dr. Kuba and Bethany tackle the other side of the coin today. They dive deeply into the subject of annual compensation reviews. What are they? How are they different from performance reviews? What does the employee gain from them? How do they help the practice? Are they really necessary? No matter how big or small your practice may be, annual compensation reviews can reap numerous benefits, and this episode unpacks how to prioritize and maximize these annual meetings. Previous Episodes Worth Revisiting: Excessive Time Off Requests and AbsencesWhen Team Members Complain January Opportunity – 20% off Consulting Crash Course if you register by January 31, 2025! Bethany and Dr. Kuba say “Don't be a Dummy” and “Don't Be Laughable” – Sign up for your CONSULTING CRASH COURSE today! This is a course designed ONLY for you and your team. Take your practice to the next level!! Email us at managingdentaldrama@gmail.com today to secure a spot for your team! ⏰January Bonus Content Available! Subscribe Today! Managing Dental Drama SubscriptionDon't forget to check out our social media for more!Managing Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign-UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life examples, or tips for a chance to have YOUR voice on the air!

Welcome to our final episode of The Savvy Dentist Podcast Summer Series. We're going back into the archives, rummaging through the vault, finding the best bits of the best episodes and we're taking those vignettes and those snippets and we're combining them together to form one single episode around a particular theme or topic. The theme for this particular episode is all around wealth creation. Creating wealth is a very important thing for dentists to think about because ultimately wealth is what gives you freedom.  At Savvy Dentist, we talk about creating multi-generational wealth ... so that the wealth you create has an impact beyond yourself. It impacts your family, it impacts your friends, it impacts the community of which you're part. Like dropping that pebble in the pond, the ripple effect extends way beyond yourself. This episode is designed to help you to think, To plan and to examine your internal belief structures around wealth so that you can then talk to your particular advisors and map out these thoughts and chart a course for your financial goals, your financial future ... that gives you the ultimate freedom, the ultimate flexibility to live life on your terms. [02:56] - Creating Your Wealth Plan – Tony Bradshaw (episode #421) [09:01] - Building a Valuable Practice.– John Warrillow (episode #310) [14:57] - Developing a Millionaire Mindset – Michael Yardney (episode #303) [18:50] - Strategies Of The Super Rich – Tim McNeeley (episode #192)

 Raises and the conversations around raises can be uncomfortable and challenging for both parties involved. That is why Dr. Kuba and Bethany tackle the precursor to raise requests in this episode. They start by dialoguing an important question, “When should I ask for a raise?” Dr. Kuba draws on recent experience with a colleague who had an employee ask for a raise. The raise request took her colleague by surprise. Bethany weighs in on the situation, and then they discuss what qualifications should be considered when giving a raise. This is definitely an episode for all dental professionals! Previous Episodes Worth Considering:  When Employees Feel Entitled Blindsided by a Raise Request January Opportunity – 20% off Consulting Crash Course if you register by January 31, 2025! Bethany and Dr. Kuba say “Don't be a Dummy” and “Don't Be Laughable” – Sign up for your CONSULTING CRASH COURSE today! This is a course designed ONLY for you and your team. Take your practice to the next level!! Email us at managingdentaldrama@gmail.com today to secure a spot for your team! ⏰January Bonus Content Available! Subscribe Today! Managing Dental Drama Subscription**Apple users, we recommend that you sign up through the website first so that you aren't charged additional iOS fees. Once you've signed up, then you can download and utilize the app for subscription content.**Don't forget to check out our social media for more!Managing Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign-UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life examples, or tips for a chance to have YOUR voice on the air!Support the show

It is a new year and a new opportunity to make BIG plans for education in 2025! In this episode, Dr. Kuba and Bethany discuss the importance of utilizing the energy and enthusiasm of January to propel you into planning some great education opportunities for you and your team. Open your parameters and include non-dental conferences and get a large pool of opportunities. Then, begin to narrow based on location, time of year, and content. Dr. Kuba discusses the risks of traveling as a team but encourages listeners as she shares about her recent registration of her and her team for the 2025 AAPD. Listen in and get pumped up to find some great CE for you and your team! Previous Episodes Worth Revisiting: Taking Control of Your 2024 Schedule Continuing Education Resources – Some Free and Easy, Some Expensive and More ComplexJanuary Opportunity – 20% off Consulting Crash Course if you register by January 31, 2025! Bethany and Dr. Kuba say “Don't be a Dummy” and “Don't Be Laughable” – Sign up for your CONSULTING CRASH COURSE today! This is a course designed ONLY for you and your team. Take your practice to the next level!! Email us at managingdentaldrama@gmail.com today to secure a spot for your team! ⏰January Bonus Content Now Available! Subscribe Today! Managing Dental Drama Subscription**Apple users, we recommend that you sign up through the website first so that you aren't charged additional iOS fees. Once you've signed up, then you can download and utilize the app for subscription content.**Don't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life example, or tips for a chance to have YOUR voice on the air!

Join me in my latest episode as I walk you through effective business goal setting and annual planning for entrepreneurs—tailored specifically for cash based physical therapy practice owners. Let's make this your most successful year yet! Here's what we'll cover: ✨ Prioritize YOU by planning vacations, rest, and personal time first. ✨ Set realistic and exciting client and revenue goals. ✨ Use the 4-16-32 rule for simple, effective marketing. ✨ Stay on track with tools like weekly resets and financial check-ins. ✨ Refine your plan with monthly and quarterly reviews. These physical therapy business strategies will help you stay focused, avoid burnout, and build a thriving practice. Let's master your PT practice annual planning together! -- Follow me on Instagram: @drmorganmeese | Join my Facebook Group: DPT to CEO | Ready to start your own cash based practice? Let's talk! morganmeese.com/bookacall | MUSIC: We Are The Best Team! by WinnieTheMoog Link: https://filmmusic.io/song/6235-we-are-the-best-team- License: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://creativecommons.org/licenses/by/4.0/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Like our content? Buy us a coffee! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.buymeacoffee.com/buymorgancoffee

In this episode of Thriving Practice, we dive deep into the world of value-based care with Katherine Evans, President of Novocardia, a division of Cardiovascular Associates of America. Katherine shares her expertise on how value-based care models are transforming cardiovascular healthcare delivery, improving patient outcomes, and enhancing provider experiences. Key Topics Discussed: Understanding value-based care and its importance in modern healthcare The role of technology in streamlining care delivery and reducing provider burnout Implementing comprehensive care models for chronic conditions like heart failure Strategies for improving patient access and experience The importance of interdisciplinary teams in healthcare delivery Balancing fee-for-service and value-based care models The future of healthcare reimbursement and quality metrics Notable Quotes: "Value-based care really sits on a continuum." - Katherine Evans "My goal ultimately is to have providers when they finish their day, it's done." - Katherine Evans "It's really important for all of us to continue to stop and slow down so that we can move faster." - Katherine Evans Takeaways: Value-based care models focus on quality outcomes rather than transactional healthcare, creating win-win scenarios for patients and providers. Technology plays a crucial role in improving care delivery, from remote patient monitoring to AI-assisted triage systems. Effective implementation of value-based care requires a prescriptive model and careful planning. Improving provider experience directly translates to better patient care and outcomes. Katherine's Bio: Katherine Evans is the President of Novocardia, a division of Cardiovascular Associates of America, the largest network of private practice cardiologists in the United States. With over 20 years of experience in cardiology and value-based care, Katherine is at the forefront of transforming cardiovascular care delivery in the country. Find Katherine: Website LinkedIn Facebook Connect With Us: Be a Guest on the Show Thriving Practice Community Schedule Strategy Session with Tracy Tracy's LinkedIn Business LinkedIn Page Thriving Practice Community Instagram

The spotlight is on Bethany today as she focuses on her top ten suggestions, tips, and reminders for the loyal listeners of Managing Dental Drama. She reminds practice owners to put time, energy, and attention into plans and preparation for 2025. In order for 2025 to feel successful, a thoughtful reflection on 2024 is in order. She starts with reminding listeners of the importance of the nitty-gritty. Details matter! It's the perfect time of year to deep dive into expenses and documentation. It is also important to thoroughly evaluate the trends of 2024 so that 2025 goals can be set accordingly. She encourages listeners to do the hard work of self, team, and practice improvement. Plus, so much more! Get ready for 20 minutes of practical tips! LAST CHANCE - Don't forget the Managing Dental Drama Subscription! For December subscribers – Happy Holidays to you!! Dr. Kuba and Bethany are dropping TWO bonus episodes – “The Art of Gift Giving” and “Deescalating Patients in Insurance Conversations.” You don't want to miss these bonus episodes! Level 1 Subscribers – Get TWO bonus episodes for $0.67 per day! Level 2 Subscribers – Get bonus episodes AND a jam-packed digest for $1.67 per day! Level 3 Subscribers – Get bonus episodes AND the digest AND access to Dr. Kuba/Bethany's coaching for $6.67 per day! Managing Dental Drama Subscription **Apple users, we recommend that you sign up through the website first so that you aren't charged additional iOS fees. Once you've signed up, then you can download and utilize the app for subscription content.**Previous Episode Worth Revisiting:Dr. Kuba's Top Ten for Year EndDon't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life example, or tips for a chance to have YOUR voice on the air!

Hey Docs! Episode Finals  Insuring Success: Essential Coverage for Orthodontic Practice Owners Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, I am joined by Nick Cepparulo from CFS Dental Division and in this episode  we are covering all things insurance. From what you need to protect your practice when you are just getting started to common pitfalls practices face when coverage is lacking there is a lot to discuss. Let's get into it! Summary Nick Cepparulo, Vice President of CFS Dental Division, discusses the importance of insurance for dentists and orthodontists, particularly those starting or acquiring a practice. He explains the key policies needed during the startup phase, such as general liability and builder's risk, and the policies required for a functioning practice, including business owner policy and workers' compensation. Nick also emphasizes the significance of personal insurance policies like malpractice insurance, disability insurance, and life insurance. He highlights the need for adequate coverage to protect against potential lawsuits, injuries, and unexpected events. In this conversation, Jill and Nick discuss the importance of insurance for dental and orthodontic practice owners. They cover various types of insurance policies, including disability insurance, malpractice insurance, and cyber insurance. They emphasize the need for regular evaluation and updates to insurance coverage as the practice grows and changes. Nick provides valuable insights and advice for dentists and orthodontists starting their careers and stresses the importance of protecting oneself and one's practice with the right insurance policies. https://cfsdentaldivision.com/https://www.instagram.com/cfsdentaldivision/ Takeaways Insurance is crucial for dentists and orthodontists, especially during the startup or acquisition phase.Key policies for startups include general liability and builder's risk, while functioning practices require a business owner policy and workers' compensation.Personal insurance policies like malpractice insurance, disability insurance, and life insurance are essential for protecting against lawsuits, injuries, and unexpected events.It is important to have adequate coverage and consider factors like reputation, claims payouts, and financial stability when choosing insurance carriers. Regularly evaluate and update insurance coverage as your practice grows and changes.Disability insurance is crucial for protecting your income in case of injury or illness.Malpractice insurance is essential for dental and orthodontic  practice owners to protect against professional liability.Cyber insurance is becoming increasingly important in today's digital age.Work with an insurance professional to ensure you have the right coverage and are paying the best rates.Insurance policies should be reevaluated annually or every two years to ensure adequate coverage.Consider getting multiple opinions and doing research before purchasing insurance policies.AI is a trend in the insurance industry that is expected to have a significant impact.Work hard, do your research, and find what you love to do to be successful in your career.Chapters 00:00 Introduction and Overview02:34 The Unsexy Side of Being a Business Owner09:46 Key Policies for Startups and Acquisitions17:14 Understanding Additional Insureds and Policy Duration19:52 Protecting Yourself with Personal Insurance25:07 Importance of Adequate Coverage27:42 Protecting Your Income with Disability Insurance30:54 The Growing Importance of Cyber Insurance33:16 The Need for Regular Reevaluation of Insurance Policies35:45 The Impact of AI on the Insurance Industry46:23 Advice for Dentists/Orthodontists Starting Their Careers Connect With Our Advertisers OrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/ Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.     If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!   Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero

This time of year can be incredibly hard for dentists and practice owners because there are so many decisions to make when it comes to showing appreciation for team members. Should I do cash, a gift card, or a bonus through payroll? How much should I pay my team members? Should I do an equal amount or vary the amounts based on longevity? If we do a Holiday party, should I pay the team for the hours? All of the questions and more are covered by Dr. Kuba and Bethany in this episode. The end of the year is an important time to show appreciation, but there is much to consider and weigh out. So, listen in! Previous Episodes Worth Revisiting:Creative Team Building IdeasThe Basics of Team Building Don't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life example, or tips for a chance to have YOUR voice on the air!

Dr. Kuba and Bethany tackle an important management topic – team meetings! In order to conduct productive meetings, several key components are critical. In this episode, Dr. Kuba and Bethany discuss the importance of scheduling meetings with consistency and developing a clear agenda. They also encourage practice owners and managers to include team members in the content of the meeting while avoiding the chronic complaint session. Meetings should be solution oriented and should keep the whole team on the same page with important topics and practice decisions. As the year comes to a close and a new year is just around the corner, good and productive meetings can be a true boost for your practice. So, listen closely and get a good plan together! Don't forget the Managing Dental Drama Subscription! For December subscribers – Happy Holidays to you!! Dr. Kuba and Bethany are dropping TWO bonus episodes – “The Art of Gift Giving” and “Deescalating Patients in Insurance Conversations.” You don't want to miss these bonus episodes! Level 1 Subscribers – Get TWO bonus episodes for $0.67 per day! Level 2 Subscribers – Get bonus episodes AND a jam-packed digest for $1.67 per day! Level 3 Subscribers – Get bonus episodes AND the digest AND access to Dr. Kuba/Bethany's coaching for $6.67 per day! Managing Dental Drama Subscription**Apple users, we recommend that you sign up through the website first so that you aren't charged additional iOS fees. Once you've signed up, then you can download and utilize the app for subscription content.**Don't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign-UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life examples, or tips for a chance to have YOUR voice on the air!

Cybersecurity is a topic that pops up with increasing frequency in the oral healthcare space. Practices and networks of all sizes are prime targets for cyberattacks, as CEO of Black Talon Security Gary Salman explains. But the unfortunate reality is that, despite the immense target on the backs of dental practice computers, too many practice owners overestimate the security of their systems and remain in blissful ignorance to the signs of possible compromise. In this episode of The Patient First Podcast, Gary helps clarify the scope and the implications of cyberattacks on oral healthcare establishments and we discuss practical steps business owners can take to protect their organizations and their patients. I'm Dr. Bryan Laskin—dentist, author, entrepreneur and engineer of solutions designed to balance the security and accessibility of dental patient data. Learn more about Black Talon Security: BlackTalonSecurity.com

Back by popular demand – Dr. Ludlow! Burn-out is common, and Dr. Ludlow has beaten the odds in so many ways. His large privately owned dental practice continues to grow and change in astounding ways. In fact, Dr. Ludlow excitedly embraces change year after year. So, Bethany asks an all important question of Dr. Ludlow – “How do you continue to stay motivated?” After twenty years in the field, Dr. Ludlow reflects on how he remains excited about his growing dental business. He also shares how he has tweaked his schedule through the years to give him more time and space to reflect and work on the actual business side of dentistry. If you are looking for inspiration, then this episode is for you! November subscription ends TODAY!!! Click the link below to secure your last chance at the November content. For December subscribers – Happy Holidays to you!! Dr. Kuba and Bethany are dropping TWO bonus episodes – “How to Make Your Gifts Count” and “Insurance Verbiage to De-escalate Upset Patients.” You don't want to miss these bonus episodes! Managing Dental Drama Subscription**Apple users, we recommend that you sign up through the website first so that you aren't charged additional iOS fees. Once you've signed up, then you can download and utilize the app for subscription content.**Previous Episodes Worth Revisiting: What to Do When I Just Don't Care Be YOU – Authentic LeadershipDon't forget to check out our social media for moreManaging Dental Drama FBManaging Dental Drama IGConnect with the Managing Dental Drama Community!Managing Dental Drama Membership Club Sign-UpWait! There's More!We want to hear YOUR voice!Text a 2-minute voice memo to 214.326.4605 with your questions, comments, real-life examples, or tips for a chance to have YOUR voice on the air!

On today's episode, I'm going to talk about the major mistake most physical therapy practice owners make. The major mistake most physical therapy practice owners make is…They do not run regular promotions and specials to your patients and prospects.How do I know?I'm guilty of it myself.Have you noticed that all the major retail and service businesses run Black Friday promotions?New Years, Presidents Day Sale, Valentines Day, Easter, Memorial Day, July 4th, Labor Day, Halloween, Black Friday, Christmas, even national physical therapy month…lol!It seems too salesy or something that a health care business shouldn't do.Why do we think our businesses is any different or so special that we don't actually have to market using proven marketing strategies?If you own a PT Clinic and you have at least 100 customers or 100 customer contact details and you want to fill your schedule over the holidays and put more cash in the bank at the same time, you're going to love the Black Friday Sale we're having this year.It starts the Monday before Thanksgiving.Just go to www.CashPTBlackFriday.com for more details.