Custom Practice Consulting Designed for Real Growth

Every practice is unique—and so is our approach. We create fully customized, done-with-you solutions to align your systems, develop your team, and elevate your patient experience!

Strengthen Your Foundation

Elevate Your Team & Leadership

Enhance Clinical & Patient Experience

Streamline operations, increase profitability, and gain clarity across your business.

Monthly Coaching & Accountability Calls
Practice Assessment + KPI Tracking Software
SOPs for Administrative, Clinical, & Hygiene Teams
Financial Systems: Fee analysis, Cash Flow, AR, & Copays
Insurance Strategy & PPO Transition Guidance
Buyer Representation, Acquisition & Associate Integration
Customized Quarterly Goal Plans

Our operations support is not just advice—it’s implementation, tools, and ongoing partnership.

Elevate Your Team & Leadership

Empower confident leaders and build a high-performing team.

1:1 Leadership Coaching for Doctors & Office Managers
Front Office & Office Manager Training Programs
Culture Development, HR Compliance & Recognition Systems
Employee Handbooks, Bonus Plan Design, and Team Agreements
DISC Assessments, Retreats, and Leadership Workshops

Your team drives your success. Let’s help them lead, communicate, and thrive.

Enhance Clinical & Patient Experience

Deliver care that’s consistent, exceptional, and drives growth.

Hygiene Program: Clinical Protocols, Staging/Grading, KPIs
Case Presentation Systems & Verbal Coaching
Sleep, Implant & Clear Aligner Integration Programs
Scheduling to Goal + Recare Optimization
Marketing Plan Creation + Internal Campaigns
Patient Experience Flowcharts, Phone Scripts, Verbiage Coaching

From first call to case acceptance—your patient experience should reflect the excellence of your clinical care.

Optional Add-On Services

Office Manager Training Program- $3995

Build confidence, leadership, and clarity for one of your most vital roles.
Ideal for new or growing managers, this six-week, hands-on training equips your office manager with the tools, systems, and leadership skills to confidently guide your team and support your practice goals.
What’s Included:
Time & Project Management for a fast-paced dental environment
Understanding the Numbers: KPIs, reporting, and financial insight
HR Essentials: Employee documentation, conflict resolution, and compliance
Team Leadership: Accountability systems, communication structures, and ownership alignment
Custom Workflows, Meeting Templates, and Checklists for day-to-day success

This program is designed to create clarity, confidence, and alignment between your leadership team and your practice vision.

Associate Integration Program-$3995

Strategic support for adding an associate—whether you’re expanding or planning your transition.

Ideal for doctors growing their team or preparing for an eventual exit, this program ensures your associate is set up for success from day one. We guide you through every phase of integration—from evaluating your current needs to building a roadmap for long-term alignment. With experience supporting practices across the country, OS Dental Consulting has successfully guided numerous dentists through the associate integration process—ensuring alignment, clarity, and long-term success.

What’s Included:

Practice Evaluation to Assess Patient Base & Clinical Demand
Contract & Term Sheet Guidance, Including Negotiation Support
Goal Setting, Scheduling Strategy & Clinical Integration Plan
Associate Marketing Campaigns to Drive Awareness & Retention
Common Pitfall Prevention Based on Proven Transition Experience

This program creates a smooth, strategic path to growth—helping both you and your associate thrive from the start.

Practice Transitions – reach out for a customized quote

Practice Transitions
Whether you’re preparing to purchase, expand, relocate, or sell your practice, OS Dental Consulting provides the strategic support you need at every step. With experience guiding practices across the country through successful transitions, we bring both clarity and calm to what can often be a complex process.

What’s Included:

Practice Valuation & Coaching to Maximize Value
Contract & Term Sheet Guidance
Project Management Throughout the Transition
Customized Planning for Buying, Moving, or Selling
From pre-acquisition planning to post-sale support, we tailor every step of your transition to ensure a smooth and strategic path forward.

Front Office Training Program- $4995

Empower your administrative team with the skills, systems, and confidence to run a seamless front office.

This 10-week, hands-on training is designed to strengthen the backbone of your practice operations—your front office team. With customized support and ready-to-implement systems, your team will gain the tools they need to deliver consistency, clarity, and exceptional patient experiences.

What’s Included:

Customized Front Office SOP Guide
Updated Financial Protocols & Insurance Best Practices
Daily, Weekly, and Monthly Checklists
Phone Etiquette & Verbiage Coaching for Every Patient Touchpoint
Tracking & Follow-Up Systems for Patient Engagement
Treatment Presentation & Case Follow-Through
Scheduling Templates & Management Strategies
Billing, Claim Processing, and AR Protocols

This program helps your front office team create a first impression that reflects the excellence of your clinical care—while keeping the business side of the practice running smoothly.

Fee & Insurance Utilization Analysis- $1500

Maximize revenue, ensure compliance, and optimize your fee strategy—whether you’re in-network or fee-for-service.

This comprehensive analysis is designed for all practice types, including fee-for-service offices, to ensure your fee schedule reflects your value and supports long-term profitability. Whether you’re exploring going out-of-network or refining a non-participating model, we provide the clarity and tools to make informed, strategic decisions.

What’s Included:

NDAS Fee Analysis: Compare your current fees to national benchmarks
Strategic Fee Management Report with actionable recommendations
Profitability Analysis of your most commonly used codes
In-Office Membership Plan Review for pricing, value, and growth opportunities
Insurance Utilization Review & Templates for Negotiation
Customized Out-of-Network Transition Strategy (if applicable)
2-Hour Team Meeting to Review Coding Updates, Best Practices & Implementation

This program empowers you to take control of your revenue strategy—whether you are fee-for-service, in-network, or somewhere in between—with confidence, compliance, and clarity.

Let’s Create the Practice You’ve Always Envisioned

How to get started- Three bullet points outlining the onboarding process.

Getting Started with OS Dental Consulting A collaborative approach, customized to your practice.

1. Schedule Your Complimentary Consultation

Let’s start with a no-pressure phone call to discuss your goals, challenges, and vision for your practice. We’ll determine if an in-office visit is the right next step.

2. In-Office Observation & Team Connection

If we move forward, we’ll schedule time in your practice to observe your daily operations, connect with your team, and gain real insight into how your systems and culture are functioning in real time.

3. Strategy Session & Custom Roadmap

After the visit, we’ll review our observations together and develop a customized, step-by-step plan to align your practice with your goals—both clinically and operationally.

How to get started- Three bullet points outlining the onboarding process.

Testimonials

What an awesome presentation!

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