Dental A Team Podcast

Dental A Team

This podcast is here to give dentists and all dental office team members, in EVERY position, TACTICAL and PRACTICAL TIPS to: - Be more efficient - Have more fun - Improve doctor and team communications - Eliminate frustration - And make your life easier! Jump in! We are thrilled you have decided to LEVEL UP and be part of the DENTAL A TEAM! New episodes every Tuesday, Wednesday, and Thursday.

  1. 4d ago

    #1,201: Let's Talk Honestly About AI In Your Practice

    Kiera is joined by Dr. Rania Saleh, founder of Oryx Dental Software, a dental practice management platform that will streamline your practice's inner workings. The two talk about the journey of AI from when it first launched in dentistry to now, how AI can work in your practice as an accompaniment (not a replacement), the honest pros and cons of this intelligence, and a ton more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera (00:01) Hello, Dental A Team listeners. This is Kiera, and today is an exciting innovative day. I am so excited for our guests that we have on here. Her and I met about three years ago in person, maybe even four. Gosh, I can't even remember. But I remember being in this event in Napa, and we were all hanging out in this lunch area, and there was this amazing woman who was talking about her AI innovative dental platform. And I was so fascinated by it. I went up to her, started asking her questions, and here we are four years later. So I've got Dr. Rania, she is the founder of Oryx Dental Software. And some of you may have heard it. It's a new I remember when we were talking, she's like, it's an AI platform that's gonna like take over and help schedule and a lot of the tasks that offices struggle with. And she's a dentist. And so I loved her for those reasons because not only is she a dentist, so she gets your pain point, but she's also created a software that helps a ton. And she's here to talk about all things innovative AI. And I know so many dentists are just chomping at the bit because. Dr. Rania, you know dentists are about like four, five, six years behind where you were. And so I'm super excited to have you here to talk about AI, talk about how AI is impacting dentistry, talk about how your platform's been able to help and serve. So Dr. Rania, welcome to the show today. How are you? Dr. Rania Saleh (01:10) Very good. Thank you for having me. Kiera (01:13) Course. So I gave a little bit of an intro to you. I don't know if you remember the lunch. I know we had a pre-show of how it was like that was so long ago and things have just upgraded and elevated since then. But give the listeners a little background to how you went from dentist, which I know you are still dentisting, to building this software to being like this AI innovative KOL in the industry. Kind of give us a little background of who you are and how we got to this point today. Dr. Rania Saleh (01:38) Yeah, so I started out as a dentist. and I I was an associate like most of us start. Then I went to the COI Center and I learned like a whole new way of doing dentistry. And at that point, I'm like, I'm gonna open my practice, fee for service, startup. and that happened in the middle of the global financial crisis. everyone thought I was crazy for doing it, but I went ahead with it and my practice started growing. I was doing great. it grew to multiple specialty, multi-location. and I got pregnant with twins and I had to be put on bedrust. Kiera (02:23) Mm-hmm. Dr. Rania Saleh (02:24) And it was a big, big shock for me because I had a lot of systems in my practice and I thought we were doing amazing. And at that point I wasn't practicing that many days. I had multiple associates. my practice started declining when I wasn't there. and this is when I realized that a lot of the systems were just in my head and not everyone was implementing those. and I started thinking, like, how do we get back on track? How do we stop losing? Losing money, losing patients' confidence, getting bad reviews for the first time ever, all of that really hurt me. And this is how Oreg started. Kiera (03:06) I love it. Because I think, Dr. Rania, you can really speak to how a dentist feels, right? How many dentists, I think, as you were saying it. I'm sure they're saying, yes, me too. Like I can empathize. I know I've seen it with all the clients that we work with. Systems aren't systems, right? Standards are not standards. They're what we tolerate. It's what we have as processes. And I remember you saying, like, orgs basically is going to become these offices, office manager for them. And don't worry, office managers, we're not replacing you. We're just enhancing this for you. But I remember I was so fascinated by your innovative way. And so I wanted to talk about what things can AI do from, you know, when your software first started to today, I feel like AI has just taken off, right? I was always curious what would take down like Google, right? Like coming with the internet was something in my lifetime that changed. And I was like, what's gonna be the next piece that is that innovative in our world? And I believe AI is here for that. So I'm just curious, like from what you've seen, those systems you said like they were living in your head. What things have you seen that practices can do from like AI is not a replacement, I think, for clinical decision making. It can be a tool for it. But how are you recommending that we use AI and dental practices that you've seen from software to clinical to front office? What are some of the I wanted to like really just rift with you? This is my selfish side because I'm like, Dr. Rania Saleh (04:18) Yeah. Kiera (04:19) let's chat all things AI. And what are you seeing that are like the pros and the cons? Where can dentists start leaning into this? What are some of the best on the market right now? You're one of the I love you were you're a you're a founding female in the industry and you're very innovative in it. So let's have a good rift on on AI and what you're seeing in that realm. Dr. Rania Saleh (04:38) Yeah, I mean, like AI touches every aspect, and I was so excited when something like this was created. And what was really good is with Oryx, we started with systems. What I said, like a lot of the systems were in my head, and we started like, how do we create a check-in checklist, a checkout checklist? How do we make everyone's life easy? So we made a lot of automations in the system very early on, but these automations still needed a human to intervene to be able to make it work. And with the emergence of AI, we're like, my God, this whole workflow that works perfectly for us can now be automated. So although it was easy to manage, now it's a click of a button and the whole workflow of scheduling patients, having AI receptionists call and and get patients that were not scheduled, like this is a great innovation. getting getting your clinical workflow, having to spend time with the patient. If you have your AI summarizing for you, we talk to our AI, and I always say that way, I want my AI receptionist to be the same as my best assistant. So I want I I don't want to learn a new language to speak to my AI. I want to speak as if I have Jessica or Jennifer or one of my best assistants and I'm just telling them I'm gonna do a crown on this tooth, let's extract this tooth. I see a recession here and it's capturing all of this and charting it. So AI charting is like a game changer because now my assistants could be doing other stuff while I'm doing my charting Perio AI is great. The same for imaging. It's a great tool to help us locate conditions, share our findings with the patients, and patients are just fascinating by that. So I don't see an aspect of the software where it doesn't touch it. Also like on the insurance collection, auto-attaching the narrative, anything that the insurance needs, all of that. is built into the AI system and there's a lot of tools to do that. So I I really think people should try it to see what it's capable of. Some people are a bit scared to dip in there, but I it's a game changer for us. Kiera (07:09) Yeah, so let's talk about let's play devil's advocate. because I think so many people listening are sitting on that side of the fence of like, but we're in clinical. And so how do I know that this is HIPAA compliant? How do I know that this is safe? I think that that's a big, a big concern. And then the other concern is like, well, yes, it can help me attend. How many mistakes does it tend to make? How much more double checking? Because I know there's offices and like insurance verifications. Let's go back a few years. Insurance verification, I feel like insurance verification companies have popped. Left and right. Like I feel like they're daisies in springtime. Like we just have a lot of them. And offices will say, I love it, but it's not accurate. So I don't trust it. And I'm just going to do it myself. So I think it's a twofold one. What are you finding for like AI with HIPAA and us being compliant in that realm? And then part B of that question would be: can I actually trust this and how much error? Like, are we talking 70% error, 80% error? And is it really helping my team or is it something where my team is kind of like, turning a blind eye to it, thinking it's taking care of it, and then we're just getting a lot of mistakes we have to fix first. So first question is like let's talk about hip end compliance and making sure in the medical space that we are we're protected and safe on AI. Dr. Rania Saleh (08:19) Yeah, I I would say like there's a lot of new AI companies every day. It's like a new name and people would tell me, Do you integrate with this? Have you heard of this? And if you don't have a BAA agreement with the company you're working with, then it's not HIPAA compliant. So that's the very, very basic. Before you go with any AI or any company in healthcare, just make sure that it's HIPAA compliant, that it has all the certifications needed to administer AI. And I would say that's the bare minimum to to protect yourself, to protect your practice and to protect your patients. W with the errors, it's like Anything that you do, the AI is not a hundred percent accurate, so you still have to check. But for me, I think if if I'm charting, could my

  2. 5d ago

    #1,200: The Practice Growth Secret

    This DAT podcast episode is a fan favorite! Danny with Swell is on the pod! In this episode, Kiera chats with Danny about Google reviews, Google reviews, Google reviews — a very necessary part of having a practice. Danny shares what practices can do to get their name out in front of potential patients; what not to say in your review responses; why bad reviews are actually good; how to get patients to leave the best kind of review; and a ton more! Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera. And today we are bringing you something so special. I am so excited because this is one of our most popular episodes from the archives. Whether you're hearing this for the first time or catching it again, I am so excited because it's jam packed with a ton of takeaways that you can start using right now in your practice. We have released thousands, literally thousands of episodes. And I wanted to start bringing a few of these amazing episodes back for you. So I hope you enjoy. And as always, thanks for listening and I'll catch you next time. on the Dental A Team podcast. speaker-0 (00:32) and you guys, I am so pumped for today's podcast. I have one of my favorite, favorite, favorite, favorite companies. I met them when they very first started. We were just starting, so I think we kind of have a little like duo friendship that way. But these people are amazing. And if you aren't utilizing them, if you haven't figured out how to boost your Google reviews, you are in for the best treat. So I'm so pumped to bring on Danny. Danny works with Swell. If you guys haven't heard about Swell, You need to. because in my opinion, the reason they're the best is because they do it so well. That's how I remember swell. they're just the best at getting Google reviews and I'm excited. Danny's got some cool things to kind of help practices, even if you are utilizing swell, even boost those Google reviews more. So Danny, welcome to the show. How are you today? speaker-1 (01:14) Thank you kindly. I'm doing well, just here in snowy Utah, living the dream. speaker-0 (01:19) I love it. I love it. We actually pre-show connected on the fact that Danny may have gone to school with my husband. So we're waiting till post show to see if they know each other. I feel like it's like who's behind the door? My husband wasn't free. but it's kind of fun that you're in Utah. But Danny, kind of for those who don't know about Swell, Zeke and I I literally remember being in an office. I was in Alabama consulting a practice and they needed help with Google reviews. So I looked up, I had been told About swell. I was on a flight and somebody had mentioned swell. And so, and you guys were like early, early, early on. I was early on in my career and I remember I like just picked up the phone. This is when you guys used to not have a great branding. It was like a well. And I'm like, I don't understand what this is about. And I called and Zeke answered and I said, Hey, I'm Kiera Dent with the Dental A Team. I heard you guys are great. I want to utilize you in a practice and see if you're good. What do I need to do? And that's honestly how Zeke and I got connected. And Zeke has just been awesome. and the practices that I put you guys in, no joke, I think the best one the worst one did thirty Google reviews in one month. The best one did eighty five Google reviews in one month. And so it was super fun for me to have immediate social proof and great testimonial. And since then, Zeke has told me many times, Kiera, any event you go to, please tell me we will be there because you're a little walking advertisement for us, which I am because you guys do it so well. So that's kind of how I met you guys, how I got introduced. But kinda tell us like what the scope of swell is and how you guys even got started. speaker-1 (02:50) Yeah, so Swell actually kind of fell backward into dentistry, initially was hoping to help small pharmacy groups survive against the big boys, but then stumbled into dentistry and realized that there was a great fit in that a there were many systems that were currently attempting to help practices get reviews. A lot of them was just the five digit short code. less branded or personalized messages just with a link and then a few different steps that they had to do in order to leave a review. But Swell just said, well, we need to make it super easy, super convenient, and with as few steps as possible for patients to leave a review. So went out and integrated with all of the practice management softwares, stayed hyper focused on driving the most reviews possible for practices. And really swell as we know it today with without the whale that you're talking about, new branding. We think we're a little bit sexier and agree. And you know, our our design and and the aesthetic of our product, our branding, all of that is really great. But most importantly, we're just super effective at getting practices, reviews to the sites that matter, mostly Google and then Facebook, Healthgrades, other sites as well. Totally. yeah, that's that's swell in a nutshell. Primarily we know reviews are the tip of the spear, but then Swell built a little bit out and said, hey, reviews help you stand out online, but then you need to connect conveniently and convert these patients. And so we've built out some tools like web chat and and different things after the fact, but it all starts with the reviews. speaker-0 (04:27) For sure. And I will say, I am a swell, we have been a swell user. So swell, up until we joined with HubSpot, we've actually utilized Swell's chat on our website and it was awesome. We loved it. It was so easy and it actually started building so much traction. And literally the only reason we don't have swell on ours is because HubSpot integrates and it just pulls all the information. But guys, if I didn't have HubSpot, I would still be Wispwell. You guys were fantastic. You helped with our Google reviews. We still utilize you guys for Google reviews. but kind of like so offices, obviously. I hope if you don't know, we are in 2022. You've got to have a presence on Google. Like, no ifs, ands, or buts. Everybody finds you on the website. That is to me your website, and being on Google is your resume to the world. And if it's not there, you're not going to be found these days unless you are attracting a different clientele than the current millennials, Gen X, Gen Z. Whome coming in, like that's what they're looking for. So, Danny, kind of walk us through. You were telling me some crazy cool algorithms. I also love that you guys have always only been with Google because I was never a huge fan of some other platforms. and so I love that you guys have just stayed primarily, primarily Google because Google doesn't take away reviews unlike some other platforms. but kind of just tell us some of the algorithms you guys have come up with because you guys, that's honestly why I think you do it so well, is because you've stayed very niche, you've stayed very focused. And you guys crank Google reviews. So kind of just walk us through some of the things you guys do differently that practices can do to increase those Google reviews. speaker-1 (05:58) Yeah. Well, just I think one thing that's really important for practices to understand is that Google reviews to the Google My Business page affect local and broader searches. So, like you were saying, Kiera, it all starts with an online search. Dentist near me, affordable dentist, cosmetic dentists, all on for, whatever the case. And if practices aren't showing up in that initial Google search, it's referred to as the Map Pack. then They're being overlooked and potentially missing out on a patient that could have searched them online through social proof, read through very positive reviews, and said, Great, this'll do. I'll I'll make an appointment. so Google is tracking several different things. one is the location of the searcher, that's pretty intuitive. It's just how far away is the business from where that patient is searching. there's proximity, and then there's something that's called authority. So that's how well. Are they known online? Are they do they have SEO? Is their website getting lots of hits? this is less important for the review side. but the two important things that we like to focus on is number one, Google is constantly tracking the star rating of the practice and then the frequency or the recency that they're receiving reviews to the Google My Business page. So Essentially, we think that if you can raise your star rating or maintain a high rating and have fresh recent reviews coming to the page with responses as well, because responses are factored into that freshness or recency, those pages are more, excuse me, those practices are more likely to show up front and center when a patient within proximity searches for a dentist or or anything of that nature, they'll they'll pop up. One other thing you and I spoke about were the keywords. This is something that practices. Those of you who are already using Swell, I want you to listen closely because this is a great way to increase in terms of keywords and boost your chances of being front and center on Google. If a patient, when when you're sending out your review request, you could actually in the verbiage say, please describe your experience with us. Now the patient is able to say whatever they want based on HIPAA. They can say, I went in. To Dr. Lenary, I got an implant, an all-on-forecase, you know, they they changed my life. And then when I respond to that as the practice, I know I can't say the patient's name or or anything tying specifically to their actual appointment, but I can say we love to do all on four cases, we love to place implants, we love to do veneers, we love Invisalign an

  3. 6d ago

    #1,199: How to Take Perio More Seriously For Your Patients (and Your Practice)

    Perio does not get the attention it deserves. Tiff and Kristy discuss why periodontal health is such an underutilized area in dental practices, and give specific tips to bridge the gap through diagnosis, case acceptance, and follow-up — for everyone from your hygienists all the way to the front office. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Tiffanie (00:00) Hello Dental A Team listeners. I am back with you today on the podcast hosting. This is Tiffanie and I'm just so excited to be here. I have one of my favorite podcasting guests with me today, one of our prized consultants. You guys know I bring the consultant team here to you, and I love them all dearly. and I have a few that just   Calm me. And Kristy, you're one of them. I know I say it all the time. And and the practices who are lucky enough to work with you know what I'm talking about when I say you calm. So thank you for being here. I value you and I appreciate you and I'm excited for this topic, first of all. But secondly, how are you doing? It's like peak monsoon season. It's you know in my books a month and a half late for a normal what Arizona should have monsoons, but we're finally getting rain, which is huge.   DAT- Kristy (00:52) I know.   Tiffanie (00:53) And that's   totally different. And when this drops, it'll be like a month from now. So they're gonna be like, What are you guys even talking about? But how is the end of your summer turning out? I'm pretty excited over here.   DAT- Kristy (01:04) Yeah, it's been a good summer. the storms I had forgotten like intensity of it last night definitely had me up a few times and felt the house rumble, but thank goodness it's it's all good. It's all good. Just a fun light show. Yeah.   Tiffanie (01:19) Yeah. It was crazy, right? I said it was like   a it was like being at a concert. Like the it just wouldn't stop. And it's funny you say that you forgot how intense they were because for the listeners here, Kristy lived here in her younger years, moved away for a while, and now she's back with us. But Kristy, that in between space, we haven't had storms like this in a really long time. So when it happened night before last in the backyard is like   crazy and it's coming in all wild and it's beautiful and I'm just like sitting there in awe like a child. Aaron, my fiance, is like, this is crazy. And I'm like, this is my childhood. This is what   DAT- Kristy (01:57) Yeah.   Tiffanie (01:58) the storms are supposed to be like. We just we haven't had them in I'm not even kidding, probably eight years. It's been   DAT- Kristy (02:06) Yeah.   Tiffanie (02:06) so long since we've had good storms.   DAT- Kristy (02:10) That's crazy. Well, I'm glad they're happening now. Like you said, we do need the rain. It it got it got kind of intense, but hey, I'll take it over the tornadoes and the other stuff happening. So yeah. Yeah.   Tiffanie (02:20) I know. I know. I agree. This is why I live in Arizona. For the beautiful   storms and the no like natural disasters. I'll take the heat. I love it.   DAT- Kristy (02:29) Agree. Agree.   And if you haven't smelt the desert when it rains, like nothing like it, right?   Tiffanie (02:35) It really is. It's incredible.   It's incredible. I love where we live. So we are blessed. I love Arizona and people think I'm crazy for that, but I really, really do. It's my happy place.   DAT- Kristy (02:45) great.   Tiffanie (02:46) Well, off topic of weather, which I could talk Arizona all day long. I wanted to dig into some systems with you today, Kristy. And we've done a podcast, we just recorded a podcast on finances. So if you haven't found that one, go find it.   But   this one I really wanted to dig into a couple of in office systems that I think are still being missed. There's still some gaps in a few places. And one of those places I think is perio. I think that it's still not getting the attention that it deserves. in in the office, chair side, and then when the patient leaves, like I just think it's still not a hot topic.   for practices. Kristy, am I off base or do you feel like do you feel the same or similar?   DAT- Kristy (03:36) Yeah, no, I feel 100% the same, Tiff. And and though I didn't grow up being a hygienist, I definitely have a soft spot for them and a passion for oral wellness. So 1000% I agree with you. And it's one of those areas in the practice that I think there's a lot of low-hanging fruit and and opportunity. And to my hygiene friends, please hear me. Like I know you're treating the disease. We just   We just need to approach it a little bit differently so that you're doing well by the patient and the practice.   Tiffanie (04:12) Yeah, I agree. And I think to that point, Kristy, I hear you. And I hear a lot of hygienists say, you know, well, I am I'm doing it, I'm just not coding it correctly. And my question is, and this is maybe a red button, I don't know, hot topic, I'm not a hygienist, right? So I will say that loud and clear, I'm not a hygienist, but based on my scheduling knowledge and the treatment planning that I've done.   I know that when you do diagnose it and code it correctly, you want extra time. But if we're not doing that and we're not getting the extra time, like how are we really eradicating it and helping the patient? And I think there's still this financial stigma tied to it. And I get it. I I understand that. It's not easy to it's not easy to tell somebody they need to pay you money.   Especially when you're the one doing the service. I get that. We sit in that situation sometimes and it's not easy. And I also know that I trust what I'm paying for when I'm paying what I should be, if that makes sense. Like if I'm if I'm told, you know, I'm I'm I look up and I find this doctor who's supposed to be great and yeah, they're they cost more than the doctor down the street.   Who's offering discounts or or what have you, but says he gives the same value and the same treatment, like how you value the treatment that you're giving is perceived by the other, the other side. So   DAT- Kristy (05:53) Yeah.   Tiffanie (05:54) a long-winded way of saying stop discounting yourself and your services, because it's not actually helping anything. it makes me sad. Like, gosh, I want patients to know.   That they're getting the treatment that they deserve. And imagine if they went for one second somewhere else in an emergency out of town and somebody said saw something and said something, and they're like, Wait, what? What do you mean there's something there? I just had XYZ. That would make me so much more sad as a practitioner than to have to tell someone, hey, there's more going on here. You're you're older.   I'm older, our bodies are changing, you know, our cells are regenerating, you're taking different medications, whatever it may be, things change every single day. And I'd rather have that conversation than the conversation of, yeah, but it's fine, I'm watching it. You know? Yeah.   DAT- Kristy (06:55) yeah.   Yeah, what are you watching? It's kind of funny that you say that because Tiff, I was listening to a thing for Pearl AI, and I remember the gentleman talking about his wife had gone to have her yearly exam done and a doctor was like, Wait, you're too young for this, like breast cancer is not that early. We'll we'll just watch this. And it was like a ding ding ding to him, like, what do you   Watch what? We're not watching anything   when it comes to our health, right? So yeah, I I agree with you, Tiff. And I think it's kind of funny listening to you because I was literally just talking to a team about how we create a lot of our outcomes. And I think part of it is it's well, I know most of it starts with us and how we create the verbiage around it to create value for what we're doing. And hygiene's no different. You know, we get really upset because   They're the first ones that fall off the schedule, technically. I mean, I challenge anybody to go back and look at last month's cancellations, and majority of them are going to be hygiene patients. And so, with that being said, I do think we do ourselves a disservice by saying it's just your cleaning. You guys, none of our hygienists are maids. Like they're oral wellness people. And truly nowadays, I mean, back when we started, we didn't know all the all the connections, Tiff, but now.   When you guys can can put some of those eye-opening stats to Pereo Health, and we know that gum disease can be prevented or stopped from progressing. we have a due diligence to treat our patients different. So truly, number one, I challenge people to not call it a cleaning and start creating value for your hygienist. Like   They are oral therapists and a lot of disease starts in the mouth. Like I'm have a huge passion for it. A lot of disease starts in the mouth. And when we can make those connections and approach it differently, because we know all of our dental people are caring people. And when we approach it from that caring aspect, we're gonna get a different outcome when it comes to treating our patients and having them value those services.   Tiffanie (09:15) Yeah, I think adding to that beautiful statement is you said when we care about them, right? So we're adding value, we're ca we actually care about the human. I think that flows into also making sure that we're doing the due diligence of following up when patients say no in the office. Cause I do think that space is still really disregarded in treatment care follow up. So when we're doing follow up calls.   I know the implants are important. I know the crowns are important. I know the doctor side treatment is important. But how often are we calling the patients who need the periodontal services? I know when I was in

  4. Sep 3

    #1,198: Don't Be Scared to Talk Finances With Your Patients!

    Kiera and Kristy share tips on having financial conversations with patients, including the type of mindset to adopt so it's not so intimidating, key language to use to get everyone on the same page, the power of a litmus test, and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review   Transcript:   Kiera (00:00) Hello, Dental A Team   listeners. This is Kiera, and today's a lucky day. I'm so excited. I get one of my faves podcasting with me today. I get the one and only Kristy Treasure. If you don't know Kristy, she's one of our dynamite consultants and she just drives offices to success faster than most people I've ever met. She's absolutely dynamite. And today we're gonna be talking about how to have financial conversations with patients. This is right up her alley. Things she's obsessed about talking about. Kristy, welcome to the show. How are you today?   DAT- Kristy (00:26) Good, thank you. Pleasure pleasure to be here.   Kiera (00:29) I love it. Kristy, it's so fun to talk. You love talking all things money, numbers, metrics. Like that's your jam. How did you even get into numbers and metrics, Kristy? Like, walk us through for those of you who don't know Kristy, she was an office manager. She's been like every position in the practice. She grew this exponentially large practice. But for some reason, her niche is numbers. So, Kristy, how did you get into numbers? Like, why are you this like obsessive woman about numbers? How did that like passion and obsession come to be for you?   DAT- Kristy (00:56) It's so funny. I think at one time I actually thought about getting into accounting, but I never did. Yeah. But in the dental world, you know, really   Kiera (01:02) I could see it, I could see it.   DAT- Kristy (01:07) the numbers are really only a measure of how well we're taking care of our patients and getting them healthy. And so from the dental realm, you know, oral wellness is a passion of mine. Maybe I should have been a hygienist too in a different life. But with that being said, the numbers don't lie. And so   Kiera (01:25) Mm-hmm.   DAT- Kristy (01:26) the you know, being in OM and practice administration, it it was the guide to let me know if we were winning or not. And so it it's not so much about the number, but where is it trending, you know? And so being able sorry, Kiera, being able   Kiera (01:38) Mm-hmm. How do you no, no   DAT- Kristy (01:42) to give that back and have teams know where they stand too, I think is hugely important.   Kiera (01:49) So, how do you get teams on board with this? Like that was gonna be my follow-up when I was about to cut you off. Sorry on that. Like, I agree with you. It's ch it's shell, but how do you get your teams on board? Cause I think this is a common piece and a common like fear of offices is they don't want to tell their teams. They don't want their teams to talk about numbers. Doctors are afraid if teams look at numbers and they're gonna think they want to buy a new boat, which I'm like, go for it, buy the boat, like live your life. But how do you get teams on board to look at these numbers and doctors not to be afraid to share numbers with their with their teams?   DAT- Kristy (02:18) Yeah. I think first and foremost we start out by talking about why did we all get into dentistry? Because usually it's about caring for our patients. And Kiera, I think there's also a misunderstanding that just because a practice may be collecting six million dollars doesn't mean the practice is financially healthy. And so when teams understand there's numbers inside the practice and numbers outside of the practice, I think it helps them   understand and just like they have to manage their finances, you know, what's in the bank? How am I gonna pay my mortgage? Like getting them on board to understand that helps them also drive for the success. And I don't know, you've been in dentistry a long time too. And I truly haven't met a doctor that isn't willing to give back when the practice   Kiera (03:05) Mm-hmm.   DAT- Kristy (03:05) is profitable. So typically, you know, when teams are on board and we're rowing in the same direction for a goal, it's a win win.   Kiera (03:14) Yeah. I hope the doctors heard that. I hope the teams heard that of it is a win-win. It's a good way for us all to get aligned and be on the same page with each other. And like doctors, it is a business at the end of the day. And having a practice and having the numbers tell you, I love numbers because I feel like they're the non-emotional facts of the business. They're able to tell us, are we winning? Are we losing? It's just like a scoreboard in sports. Like it's up on the board. We know if that team is winning or if they're not winning.   and for us not to have like visibility into our business to know are we on track, are we off track? To me feels like what do we do when we're flying blind? Like I can't imagine a sports team like playing against each other and there's no score up on the board. It's just like hoops versus hoops. Like that's fun for a while, but the drive and the like, how do I protect my craft and how do I become a better player? And how do I know if we're actually playing as a team or we're just out here all open? Like those are the ways that you can actually see if you're winning or not. So   Kristy,   I'm gonna pivot us now to financial conversations with patients because it's all things money. We just gave you guys some tips on how you can talk to your teams about this, teams why you need to look at the numbers, how it is a scoreboard of the success of your practice. They don't lie. Every number tells a story, every number t ties to a system of what is broken, what can we improve, how can we improve it? It actually makes like your job easier as a team member because then we're not trying to solve the whole practice. We're just refining based on what the numbers are telling us.   So now pivoting that to patients, I think so many treatment coordinators, doctors, hygienists, like everyone in the practice is so scared to talk money with patients. So Kristy, like let's dig into that. How can people like what is that? Why are people afraid of this? Any tips on how we can have these financial conversations with patients?   DAT- Kristy (04:56) Yeah. I think first and foremost is understanding that, you know, we're in it to get patients healthy. And we   Kiera (05:04) Mm-hmm.   DAT- Kristy (05:04) all understand that if there's active infection going on, it's not gonna get any better than it is today. And so   Kiera (05:12) Right.   DAT- Kristy (05:13) coming from the you know, reframing our brains and coming from the space of taking us back to why we got into dentistry and caring for people, their oral health   equates to their overall health. And if we can get them healthy as quickly as possible, all the better. But I also like to tell my teams, we play the healthcare advocate, but it's always in the patient's hands. So when we can put it back to the patients and say, you know, I'm here for you. And truly this is your journey. You get to be in the driver's seat. And we're going to do this in your timeframe.   And within your budget. It takes that pressure off and it really makes it a relational thing. And we can be the guide to getting them healthy.   Kiera (06:03) That's amazing. And I think Kristy, as you said that, like it's just a reframe, right? Like I think we have the reframe right now. Like you you're telling yourself a story. You're telling yourself a story of, like people have to pay money and it's uncomfortable and they w but there's also another story of we're doing this amazing service and they're paying for a great service, just like Kristy. You used to cut hair. Like people, you give a good haircut, people want to pay you for a great and they even tip you.   Like no one has tipped me in my career for not sucking up their uvula. I would love to have a tip jar. Like you're welcome patients. I didn't suction that up. but like they want to, they want to pay for a service. And I think in dentistry we get kind of weird because like we are in healthcare and when we go to the doctor, but like never once have I ever gone to the doctor and been like, I'm just not gonna pay for it. Like, I know I have a copay, I know I have this.   And so I think for us to reframe it of we've done great dentistry, we've done a great service. People naturally know, like when I go to the grocery store, I buy groceries. When I get my haircut, I pay for my haircut. When I go to the dentist, I pay for my cleaning. I pay for my my care. Like that's what I pay for. And so I I love that you talk about Kristy of like this is just why we're even in dentistry. We did this to get patients back to health. We're here to serve.   I think that there's this space of having confidence in who you are and not being afraid of asking for money. Like it's okay. You did great work. You brought them back to health. Like you did something amazing for them. They are more than happy. It's the gift of reciprocity. And that worked so hard for me. But when we've done something good, people naturally, as a byproduct, want to pay for it. and so helping us, like you said, let's just do a reframe. Like, what if for the next week everybody in our practice just thought like every patient wants to pay us?   Like I promise you, it will be that you've just like activated that and you'll start to see more patients want to pay you. More patients are not having financial conversations of issues with you. It's not a conversation, like they're not rejecting you. They just want like they're just asking questions. And I think we often take those questions as rejection rather like it's confrontation rather than just conversations.   DAT- Kristy (08:11)

  5. Sep 2

    #1,197: The CEO Dentist Playbook: Lead a Practice That Can Grow Without You

    Being a CEO dentist doesn't have to mean fewer patients. It means leading your business as intentionally as you are clinically. Kiera gives specific tips on how you, as a dental practice owner, can shift your mindset so you're operating like a CEO and your practice is humming. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera (00:00) Hello, Dental A Team listeners. This is Kiera. And today we're just gonna kind of like jump right into it. I hope it's an amazing day over there. And I hope, as you're listening, today this is going out to our dentist owners. and I think that a lot of dentists actually own a practice, but very few of them actually run it like a CEO. Is that fair? Would you agree? Would you not? what do you think? What do you think about that? Do you feel like that is   And the way you'll know if you're running it like a CEO or if you're just being owned by it is do you feel trapped in your business or do you feel in control of your business? And I think I want to just kick this off because there are times, and I will tell you, once you hit one or the other, that's not forever. That state is not a forever state. So just because you might be there today doesn't mean you'll forever be there. So if you're trapped, great news, you won't always be there. If you're if you're feeling in control, great, you're not always going to be there either. But   The goal is like being a CEO dentist doesn't mean that you're actually having to see fewer patients. It's about leading your business as intentionally as you are clinically. And being the leader of that, being the person who actually is setting the tone and being a CEO. And I think when I started my business, I didn't know what a CEO was. I did not know the difference between like owning a business and managing a business. Like I just thought you worked in it. but I think when I started looking at if I left tomorrow for two months, excluding your dentistry.   Could my team function? Could my practice continue to grow? Do I have systems? Do I have processes? Do I have things in place to where I could do that? If the answer is no, then great, you're still managing your practice. If it is yes, then great, you're sipping into that CEO role. Does your team have the playbooks? Do they have that? And so today I just kind of want to dig into like a CEO Dentist playbook of like, how can you lead a practice that grows without you? I will say this is tricky. Like you still need to be the CEO, you still need to have a vision, but I think it's a lot of pieces will be on mindset shifts that we're able to have.   what you can possibly do differently. And then like what are some habits that you can do to grow to have growth, profitability, and freedom. Now again, this is if you want to. You don't I also think some people get into this weird black and white. Like if it's this, it's that, or if I don't do this or I do do that. I hate when I say do do. Guys, you just heard it come through. but I hate when you don't have to have it just be black and white. All right. You don't have to have it where it's all or nothing. There can be an and   You can be a great clinician and be a CEO. You can be a CEO and you can still be in your practice. You can step out of your practice. We just want to make sure that you are not just being a clinician. And if you want to, that's fine. But just make sure we have a CEO of your business. So know thyself and be free, I think is where it is. and if you want to look and think and lead like a CEO, these might be some great tips for you of some mindset shifts and what we what we should go through to help.   The CEO Dentist focus on where your focus should be, what things you can prioritize. So even if today it feels impossible, at least you have a roadmap of how to get there. So number one, as a CEO, you own the vision, not every task. And I think that's a bold statement. Own the vision, not every task. Your job is not to do everything, your job is to create the direction. And this feels weird to me. This especially like dental assistant turned CEO. That's a weird shift. So you better believe I was the girl who did everything.   My job is to look 10 steps ahead of my doctor. I'm supposed to be on point. I'm supposed to be doing these pieces. To have now an assistant who I'm like, hey, I need you looking 10 steps ahead of me. Where am I at? Like what things are coming down the line? That's weird. It's a weird shift for me. and but just helping you see like your job as a CEO is to own the vision. And most of the time you walk out of meetings without tasks. Now, if you are having tasks, that's okay, but make sure that they're truly CEO tasks that only you can do. And usually they tie to vision.   Profit culture. That's pretty much, and sometimes it will be like leading edge of a new initiative. So if you're wanting to build out a surgery center in your business, you're probably gonna be doing that right alongside with it, with your with your office manager. So what it looks like when it's broken and you are not owning the vision, and every task is coming to you is team constantly asks you what to do. You priorities are changing weekly, doctors making every decision or a lot of the decisions, like what toys are we buying for the toy box?   when should we schedule lunch? When should we have this person in? That means like you're still doing a lot of this, you're still managing your business, you're not leading and guiding it. So, like what a CEO dentist would do is you set a clear vision. This is where we're headed, this is where we're going. You have the priorities, this is what's happening in the next three months, and then you communicate what success looks like. So you see how there's a shift. The daily tasks are still getting done. You can still oversee them. You still have a manager who you meet with.   But you're not the one doing this. You're not stamping off on that. And I will tell you, it's a really awkward, it's really weird, but it's very freeing. And ultimately what it does is it also like we're doing a mastermind talking about Dan Martell's buy back your time. And that one we've got to just make sure we figure it out. And we like when you buy back your time, I look at my tasks and I think if I can have anybody do this task for less than four X what my hourly rate is, I need to do it.   And I need to push myself into my own comfort zone. And I need to be working on things that I can't also like right now. The projects I'm working on, like I can I can do my own confirmation calls, I could book my own travel, like I could stamp off on where team members are going and PTO and like lots of people can do that. What people can't do in our company is figure out where the next level of Dental A Team is going. And I that's my job. That's what I'm paid to do. That is literally Kiera's job. I still podcast with you guys, I still hang out, like.   Other people can podcast, these are things that I really enjoy. But I've simplified it down. I only block this much time in my calendar. So I have much more of my time that's dedicated to building our company. No one else is doing that. I'm literally the only person that does it. So for you to go from solving daily problems to leading the quarterly planning, leading team priorities, having the team become proactive and less dependent on you. So that would be what success looks like. So that's building a leadership team. We love to do this. We help build leadership teams. We help you to run your quarterly meetings and   Set up those rocks and teach the team how they're able to drive and influence rather than being dependent on the doctor. You're still there. You still get to help them. You still get to influence them. You still get to mentor them. Those pieces are going to be great for you. So what happens here is teams actually need you to be the lighthouse. And my team told me this. They said, Kiera, I know you want to be in the weeds with us, but we actually need you to be the lighthouse of like where the heck are we going? Because none of us can see that. And without your guidance and your direction, we're all going to be lost. And like   I like shirk over here. To me, that sometimes doesn't feel as good because I can't check a check mark. And I know that sounds so ridiculous. And I think that sometimes this is why people do sit in the day-to-day manager rather than into the visionary CEO seat because the day-to-day tasks feel good. Having the like I'm just gonna call myself out. This is speaking to Kiera. I'm having an intervention with myself over here. This is where I am wanting to be important.   me stamping off on things makes me feel like I have control. Me telling a team what to do, there's so many people that report to me. That's a freaking ego. My team does not need that. Do you know how many great leaders and managers I have in my team? They do not need me. I do not need to be stamping off on everything. Now, do we have a maturing team right now? Absolutely. Do we have a lot of like I feel like we shook the snow globe based on where we're headed? Absolutely. But that doesn't mean it's a forever seat for me. It's a temporary, it's an interim, and I know that they know that. So it's sitting there just in the interim.   and so what I would do for this is help your team feel empowered, where we can we move you to what are the three goals for the practice? What are the quarterly plans? Who's responsible, not the dentist? And then questions that come to a doctor. I want you to truly start asking, like, is this something only I can do? And if so, solve it. And if not, start delegating and having empowering your team to do it. This will help you. This is going to have it. So   That's CEO shift number one. Number two, I would say know your numbers that drive your busin

  6. Sep 1

    #1,196: Automate the Busywork and Get Your Time Back

    Tiff and Pam talk about the current intersection of technology in the practice, and how using and understanding AI as a tool for busywork means you can focus on the tasks that really need that human touch. They talk about why training AI could be just as critical as training humans, where to look first when incorporating the software into your practice, how a staff member can serve as quality check for automated tasks, and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Tiffanie (00:01) Hello, Dental A Team listeners. This is Tiff back with you here on the podcast. And we are in the studio today. I have myself and I have Miss Pam with me. And Pam is one of our prize possession consultants here at the Dental A Team. We have had Pam on our team for a little while now. And if you are special enough and blessed enough to work with her, you know exactly who she is and you have some solid foundational systems. Pam is a systems guru. She busts them out.   And she holds accountability like I've never seen before. And when she learns something, she learns it forever. And I love getting to watch you, Pam, progress in your Dental A Team journey. I watch you like taking notes all the time on the systems that we, you know, hold tried and true. Yesterday Dana was talking about a couple of systems during our collaboration and I was like, gosh.   She's just over there feverishly writing and I love it because I know exactly what's gonna happen. You're gonna like go back, you're gonna relearn   Pamela (00:54) I was. Yes, I was.   Tiffanie (00:58) it, and you're gonna teach it. And it was just really cool. So I love that, Pam. Thank you. And I love that you have these skill sets that you're able to then take and you help so many practices implement the same skill sets, like not just our systems, but how to retain it. You know how you retain it.   But then you're also looking for how are other people retaining the things that they're learning so that you can help them grow in their learning as well. So it's just really cool to watch, Pam. Thank you for everything you do and thank   Pamela (01:27) Thank you.   Tiffanie (01:28) you for being here today. How are you?   Pamela (01:31) you know, I'm doing fabulous and thank you. I appreciate all those kind words, Tiff. That was very nice. I think it's a unique and great time to be in dentistry. So v we've seen a lot of changes over the years and now we're to a stage that is changing very, very quickly.   Tiffanie (01:50) I agree. I I love that you said that, Pam, because something that I think we've said in dentistry for a long time is that dentistry is really progressive in a lot of ways. I think there's a lot of things in dentistry that haven't changed and haven't progressed, like Rick canals, things like that are still being done similarly to how they were thirty years ago. But so much in dentistry is so progressive and it's changing all the time. But I I think we've always said that. But I think in the last five, six years that has   Like us saying that before doesn't even make sense anymore. Like the progression we're seeing now is wild.   Pamela (02:26) It's it's crazy. you know, I was thinking about this, and there are so many systems that we have done for years that we're not perfecting, right? That we still could perfect and are in addition to any AI stuff we have. But the interesting thing is is that now something that has been in scarcity our entire human existence or now or soon will become like an abundant commodity, which is intelligence, right?   Tiffanie (02:53) Yeah. Yeah.   Pamela (02:55) So   I think that it's really wild to be thinking about that intelligence is a commodity and we can buy it.   Tiffanie (03:03) Yeah, I think that's amazing. That was a great perspective. And you are not wrong. I listen to a lot of   Pamela (03:07) Yeah.   Tiffanie (03:09) podcasts and I know you do too that speak to that same thing. And I think both of our households house many conversations around that same thing. I think we we share that.   Pamela (03:18) That is so true. It's so true.   Tiffanie (03:22) Yeah. So with that, Pam, I think that's a great start. What are you seeing? expand on that for me. Like what are you seeing as far as I love that like intelligence is is a   purchasable at this point. What are you seeing with your practices or just the research you're doing and the things you're hearing and and listening to within the dental world, narrow that down for us. What are you seeing from your perspective how that's changing dentistry?   Pamela (03:48) Yeah,   well I I think the the question is is how do we react to that reality, right? And a lot of practices are have not gotten into the AI and are now saying, okay, I want my insurance verification done, I want, you know, RCM done, the revenue cycle management done by AI, but it is a little daunting. Right? It is like I had one practice say   yo well we have this company that's doing our RCM and and I said do you are you like what are you doing with it and they said nothing they do it and I'm like dear goodness gracious like there are you have to manage it unfortunately I think we're at a real a space where we're not the Ironman like Jarvis runs everything   Tiffanie (04:43) Yeah.   Pamela (04:43) you know stage we're at the   Alexis and we have a lot of really smart AI tools. Most of them, I'm well, they're all sitting on top of separate systems and what we are contributing. I don't think we're pardon me quite to the point where it's an operating system as opposed to, you know, pieces. So I'm seeing practices now take those pieces, try to learn them, and then develop their skills even more in the stuff that they were doing.   So what I mean by that is how are we, how are they actually doing at clean claims, right? Are they   Tiffanie (05:23) Yeah.   Pamela (05:24) getting the clean the claims clean before they send them in? how are they doing on you know managing the online scheduling? Are they reacting to that? And is all the patient's insurance information accurate before it goes to the AI?   So that's that's what I'm seeing. That's a s a little bit of a struggle.   Tiffanie (05:47) Yeah. I think something you pointed out there was that a lot of people a lot of people seem to be jumping headfirst and just like handing the keys over rather than allowing it to be a tool that they use still with oversight. And I noticed recently, even just on my chat GPT that I use down at the bottom, it's like, Hey FYI, these may be inaccurate. Like this is not to be taken as truth. Yeah. And I'm like, well   Pamela (06:11) Yes, I j I saw that, yeah. So true.   Tiffanie (06:16) We need that reminder though, kind of like the McDonald's coffee cup that now has, you know, since nineteen ninety or whatever it was, says that the contents are hot. Like humanity needs those reminders 'cause I think we're so it's like a it's a catch to me too, 'cause I do think we're so quick to jump onto things and try them. But   Pamela (06:34) Mm-hmm.   Tiffanie (06:34) at the same time we're like second guessing and   thinking we can't and thinking they don't work, but we do latch on to certain things where we're just like, wait, that was expected. I expected to be able to drink my coffee as soon as you handed it to me. You know, that it wasn't gonna be scalding hot, that I could just just go. And same with the AI. I think there's so many aspects of it that we just expected all of the truth to be on the internet somewhere. We've been primed that the truth is on the internet and   we just expected it to be true that now chat is like, hey, wait a second, like, hey, I'm just like your buddy who did the research online, the same as your friend next door. Like this   Pamela (07:09) Right.   Tiffanie (07:13) could be wrong. And I think it's an interesting thought because to your point of view, handing over your cycle management, your your revenue and all of that data, handing that over to AI and expecting it to just be perfect from here on out with no mistakes is wild.   Right, but we're doing it. So many of us are doing it. Similarly to the online scheduling. I know we have a lot of practices and we have some doctors that have spoken for us at our events. we had one last September that our doctor focused on AI, and she pointed out the facts of needing to train their AI the same as they're training a human. Like you get a   Pamela (07:51) Yeah, yes. Yes.   Tiffanie (07:54) result and you're like, you got that result, you're fired, you're done, we give up.   You say, actually,   Let's tweak it to be what we want it to be. So we're saying yes and okay, cool. And let's do it this way. Let's move it this direction. with that statement, you also said insurance verifications, making sure they're accurate. And it made me think too, we've always said, you know, good information in is good information out, bad information in is bad information out. And I think   That's the same with any of it, with any of the AI tools or any of it, right? The it can only scour the internet for so much information and find so much truth. With the good information in, that goes as far as everything. So whatever it is that we're asking and training these systems and these tools to produce is what we're going to get. So we're not spending the time with the AI and we're not spending the time saying, This is the result that I want, this is how I want you to get there.   we're doing a disservice to ourselves just the same as so many people we were just talking about this. So many people are still misusing or underutilizing tools that we've had for gosh, at this point I always say 30 years, but at this point I think it's going on like 40 years,

  7. Aug 27

    #1,195: Burnt Out? Get Your Life Back Without Sacrificing Growth

    Kiera gives three tactical shifts to help practice owners get their time, energy, and life back, while still maintaining a successful business. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent- Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera. And today I want to talk about a fun topic that I think a lot of you deal with.   and that's burnout. And I know we've talked about it before, I know we've talked about it in the past, and I know it's not a fun topic, but I think it's a fun one to help people not have.   I think burnout, I was listening to I have a podcast that I really enjoy. It's   Life Wisdom   by Words of Taoism. And I just love different mindsets, different perspectives, and   I think this ties really heavily into today's topic. And he was talking about how, like, so many of us are per burnout, and it's this feeling of like, I'm just spent, I'm just exhausted, like I can't do one other thing. And they were talking about how oftentimes it's not just about the work that we're doing. A lot of times it's not actually the work, it's the mental load that we're carrying or the things that we're carrying behind. And it's that is what I want to talk about today is.   like the burnout and how we can get our life back without sacrificing all of it and what this looks like and work life balance and the cliche around it. But when I started thinking of like all the pieces that we do carry the stress of a team, the workload of actually doing it, stress of our families, conversations, replaying conversations in our mind, wondering if we did things correctly, like did I check the books? Did I talk to this team member correctly? D what do I need to do? There's so much weight.   thinking about how oftentimes like we build these businesses, not to be prisoners of them, but to actually have freedom from them. And I think sometimes it feels cliche and it feels like we're getting the exact opposite of that. And so I wanted to talk about like why we get the burnout similar to that. Like we're caring so much. It's not the workload. I don't think most of us, I think a lot of us are fine. I think it's the how much we're caring, it's the subconscious caring that doesn't ever leave us alone. And so what causes that shift in an   Hopefully just some like three tactical shifts that help you get your time, your energy, and your life back. And burnout is a lot of times a conversation we have with a lot of doctors. And I think having a coach, having a guide, having someone in your corner can help prevent that burnout sooner and quicker because we're gonna be listening to it, watching it. And I think having a safe space where you can say, like, I'm exhausted, I'm tired, like I don't physically think I can do that anymore. And then somebody questioning and saying, All right, like there's other, there's a thousand other paths to do it. Let's look and let's find that solution where you don't have to do it.   But we're able to have other people there with you. and I just I think that burnout, I think stress, I think carrying it, it's at every size of practice. So please don't think like, well, people don't deal with this. No, they do. No, like there's highs and lows, everybody has it, that we've got days we've got more of it, we've got days that we have less of it. and I don't think it's like needing more motivation. I think it's like w what what do I actually do? And so kind of just going through that Dental A Team, we work with hundreds of offices across the nation.   Like we've seen it across the board. I've dealt with it. I'm a business owner. I'm a multi-million dollar owner. I've built practices, I've run dental practices, I've started my own business. I've gone from scratch up. I've sold. I mergers and acquisitions, selling to DSOs, you name it. I've been there, I've done that, I've done it a lot. I've done it in my own personal life. I've built multiple multiple businesses in my own. I've built my own personal brand. The things like let's talk, let's talk as business owners, let's talk about these different things. And so I think one of the biggest things that can help prevent this burnout is to stop being the solution to every problem.   I think that we carry this weight constantly of feeling like, especially founders who have built up from the ground up, feel like they've got to be the solution. You were. That's who you were. You had a GSD to get there. But that doesn't mean that's who you need to continue to be. And I'm I'm guilty of this. I watch Slack and I watch myself. And how often do I just jump in and solve a problem? Or I'm sitting in meetings and I know the answer, but just because I know the answer doesn't mean I need to raise my hand and answer. I need to have a team that can create solutions. I need to have a team that genuinely can do it.   Because I genuinely believe one of the fastest paths is being the answer for everything. team members are like, how to know if this is the case is you got team members who are constantly coming to you. Every decision requires your approval and you are solving problems all day long, even minimal problems. And I know I'm guilty of this in my own company. I watch it and I'm like, why are they asking me for that? Like, how do I give them the permission to not need that? And I need to just let them be dependent. And   Let them be independent and not dependent on me. I think when I see teams very dependent on an owner, including myself, I think people being exhausted. I think the practice that can't function without you, can they handle these decisions without you? But also there you think there's a flip side of can you handle them making mistakes? Can you handle letting go of the control? Can you handle if things break? I remember me and a dear colleague, we were having a very spicy conversation and I was like, what?   You want me like sign off on these things and let our reputation get destroyed? I was very sassy that day. This was just like six months ago. You guys, this was not like young Kiera. This was real life Kiera. And she's like, no, Kiera, we're not like just gonna let our reputation fall apart. She said, but you do need to have things like she sent me a decision matrix and she said, You've got to make decisions like which ones really are going to destroy our business, and which ones do you need to realize are not going to destroy and you need to stop being involved in those.   And to have somebody who's willing to push back on me like that, I was so appreciative of because she's like, Kiera, you're sitting here making decisions about cards and branding. That isn't like we're not gonna destroy it. And she's like, I understand in the past that might not have been the case, but guess what? If something goes wrong, your team's gonna fix it. But you have to let them, you have to trust them. Otherwise, you're forever gonna be held in bottleneck, choke hold burnout. And I think when I hear that, I think about the monkey who.   puts their hand in the hole and they hold on to the nut and they can't get their hand out and they end up getting trapped. And I think about how many business owners with burnout have their hand holding on so tightly to control and wanting everything perfect that they don't let go of it that they end up suffocating themselves and burning out when it didn't necessarily need to be that way. So when I look at like doctors and how much are you answering and office managers, how much are you answering   versus how much is your team able to do? This doctor I was in, we were looking at like etching glass and the team found some cool things on Etsy and the doctor's like, yep, sign off stamp. You guys do it. I know you're gonna do a great job. And it's not something where they're gonna check over their shoulder. No, if it doesn't look good, of course they're gonna say something, but that's such a small decision with such small ramifications versus they're building out the entire construction of the business on the other side. Two very different pieces. Like what is the ramification long term? And so   When you're looking at it, I would say   But number one, when questions come to you, start to ask your team what solutions do you think are we can do for this? And then trust them and let them run with it. Second, for yourself, in meetings, stop being the answer to everything. And then third, just look to see like what's one, two, three, four items that you don't need to give an answer to. Just sit and watch and observe. And I think for me, I almost like have the visual putting my hands, like sitting on my hands and pretend or pretend my hands have glue on them and they're stuck together.   If I couldn't do anything, would my team be able to handle this without me? And I think it's a good test to see how much they're actually able to do. Anytime I go on vacation, I completely check out and I come back and I'm shocked at how good they can do. And I think reminding myself that my team wants to make me proud, that they can answer these things, that I don't need to answer it for them, trusting them they're gonna have better ideas than me. And again, them doing 80% of the work is better than me doing 100% of it. And so I think a great way for you to look at like,   Start asking your team to bring solutions. You can even roll it out that guys, I'm not, I'm not great at this. So please, like everybody, this is my ask. This is my goal for the next six months. Put a bracelet on, whatever you got to do to remind yourself. Like, I literally have a bracelet this year that says no. And that's to remind me, like, no, like, don't do that. Don't say yes to this. Like, let your team flourish. Let go of that control, trust. Because honestly, as a team member, that's the greatest thing your your boss can ever do

  8. Aug 26

    #1,194: Are Your KPIs Lying To You?

    Key performance indicators are fundamental to a successful practice. But what about their dark side? Kiera shares how to know whether those metrics are telling you the right information or not, including what a false sense of KPI security can look like, common mistakes when reviewing those numbers, and how to keep your greater vision in tune with the indicators. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera (00:00) Hello, Dental A Team listeners, this is Kiera, and today's topic makes me giggle. because I feel like I'm such like hot to trot on KPIs, and I talk about them all the time. And this is gonna be like the other side of the coin of KPIs. And are your KPIs actually lying to you? Dun dun dun, like are those metrics actually not telling you what you want to know on it, like makes me giggle. And I loved because we've been podcasting for golly, so many years. I mean, I think about the conversations we've had together, the   tactical tips, the leadership growth, the confidence in becoming a CEO and running your business. And if you're not there, great. Come join us. Like let's take the easy route. You don't have to listen to all thousand plus episodes. you can take the like hit that easy button. My last name used to be Staples. So hit that easy button and come join us. But I felt like today would be a fun twist for myself as a podcaster and a podcast host of let's talk about like when do your KPIs actually lie to you because you can have some sexy numbers but still not be making money. And you'll be like, well what is going on?   Right? Your CP is like, you're doing great. And you're like, but I feel broke. your trainer at the gym is like, you're doing great. And you're I don't have the six pack. I feel like KPIs can be lying to you. And so I think it's a like, let's make sure that our numbers are telling us the entire story. And let's make sure that if they're healthy, our practice really is healthy and you know how to use your KPIs rather than be used by those KPIs. So number one, I hope you're tracking KPIs. If you don't know what a KPI is, it's a key performance indicator. I call them the vitals of your practice. So let's make sure that our   Our height, our weight, our blood pressure, our heart rate, all those are healthy and that they're tracking correctly. And if not, then like let's figure out how to fix those for your practice. Because they're not like our KPIs aren't a report card. They're KPIs are clues. And our whole consulting team, we have a KPI scorecard, and we all know that that is like the tip of the iceberg. And if one of those numbers is off or if all of them aren't looking right, we need to go and dig and dig and dig to make sure that they're correct. So I want to walk you guys through how something like KPIs can create some false sense of security, which ones to look for.   What are some mistakes that people often have when they do review their numbers? And then what are like maybe a couple of ways for us to make sure that those metrics are actually helping you to make better decisions? So, as you guys know, we're Dental A Team. I'm Kiera Dent. I'm obsessed with all things dentistry and obsessed with you. I want you to have your yes success life. I want you to have everything you want. I want your practice to serve your life. I want you to be profitable and successful. I want you to have structure and systems and stability where you just feel confident to be able to scale to the level that you want. There is no   Check mark and Dental A Team There is no you need to hit this level of practice ownership. It is what is your life? What is your dream? Let's make that a reality. And then let's make sure that you're doing it in the easiest, most efficient, fun way. Our job is to Posivate, impact the world of dentistry in the greatest way possible. And I'm so happy you're here. If I could give you a giant hug, I would. If I could give you a high five and tell you you're doing better than you think you are, I would. So just take those today. Give yourself a squeeze, give yourself a high five. And just remember, as business owners, it can be hard, it can be challenging, but it doesn't need to be.   So let's make sure that we're we're showing up, that we're rising up, and that we're being the best that we can be. And today I really want you to like stop chasing numbers and actually like understand your KPIs and what it's actually telling you. So step number one is gonna be like let's stop looking at KPIs in isolation. So like one KPI does not tell you the whole story. And so like a lot of times we'll say like production's up, we're all celebrating, but our profit's down. You're like, this doesn't make sense. Like we're producing more, but we're not profitable. Like it feels like this like very off-kilter scale.   That's like, well, if production goes up, my profit should go up. But that's not always the case. What about like our new patients are up, but our schedule still isn't full? Like, what is this? Or maybe like collections, they're up, like we're hitting at collections, but our AR is growing and our bank accounts not getting better. Like, why? Like that number is healthy with air quotes. So what we've got to look for is like, what is the relationship between the numbers and what's the driving result of the KPI and using the KPI as a system, not just an isolated piece. So   When we look at this, we want to make sure that like while production could be high, let's make sure our payroll and our overhead's actually where it needs to be. Because sometimes our production can go up and our payroll goes up. So we're hoping that production and profit go hand in hand, but sometimes they don't. So we need to figure out like numbers don't lie, but they can mislead us. So I don't want you sitting there like, well, my production's great. That could be false. Our profit could be high. That could be false. We need to be looking at the whole story, the entire, like it's.   you know, I can have good blood pressure, but what if my heart's not doing as well? Or what if my, I don't know, my I don't know all the medical terms, but there's other things like what if my cholesterol's not doing well, but that would never show up if you're looking at my heart rate. So there's just different ways and I think it's the same thing. So when we look at the vitals, this is why we get labs that are comprehensive on us. That's why we look at multi data points of our bodies. It's the same thing with your practice. So let's make sure that it's like KPIs are clues, but they're not a conclusion. And you gotta know the whole   the whole picture of this. So what I would do is like when we look at it, production should be tied. Like I usually look like my my first step is going to be looking at your production collection, making sure those are sitting at like a 98% ratio of each other. I'm looking at your like and I want net production, not gross production. Then I'm gonna be looking at the profitability of your practice because those ones are going to tell me a lot, just production collection and profitability. Those ones are going to tell me a lot. And if one of those is off, then I know can I go dig into this, this or this? Like   If your production's not hitting what we need it to be, fantastic. We need to go dig. We need to look at our case acceptance. We need to look at our hygiene. We need to look at our period. Like those things are gonna help us. I'm gonna look at your block scheduling, but that's gonna dip. Now, if our collections, they could be high, but we need to make sure like again, if our profitability is not there, collections could be high, but what's our AR? Ped practices have like two to five million sitting in AR and they didn't even know that. Well, that would make sense when you're like, well gosh, I feel broke.   You could be having 105% collections, but you're broke because we didn't collect that money last year or months prior. So again, they don't they need to go hand in hand, which then ties into like step two, which is going to be focus on the leading indicators, not the lagging ones or results. And this I think is really tricky with KPIs because a lot of our KPIs are lagging indicators, like production, collections, profitability, where the leading indicators, and I always hated lag and lead. I like, these people are so dumb. I don't understand it. Like, ugh, like.   But they do like what leads into production? Well, that's gonna be unscheduled treatment. That's gonna be our case acceptance, that's gonna be our hygiene reappointment percentage, that's gonna be how full our schedule is, that's gonna look at our new patient conversion, it's gonna look at our block scheduling. Those are gonna be leading indicators. So we could be tracking how many unscheduled treatment calls did we make. We could be tracking what our case acceptance is to see are we closing enough cases? We should be looking at our hygiene reappointment rate that's gonna help me see if my hygiene schedule is full.   We're gonna look to see how filled out our schedule is at certain points in the month to see are we filling enough? Are we diagnosing enough? We can also be looking at our diagnosis percentage and see how much we're actually diagnosing. All those things are gonna drive you to where you actually can see, is my practice healthy? Is my practice not healthy? So when we do these items together, they're going to give you visible warning signs before you hit a plummet. So if you're just looking at production, collection, profit, which are the main ones I go after, because like, hey, if those are there, they're usually pretty good.   But what leads to it. And sometimes what can happen is collections can dip automatically very quickly and be like, whoa, whoa, whoa. Or production can drop really quickly

4.9
out of 5
270 Ratings

About

This podcast is here to give dentists and all dental office team members, in EVERY position, TACTICAL and PRACTICAL TIPS to: - Be more efficient - Have more fun - Improve doctor and team communications - Eliminate frustration - And make your life easier! Jump in! We are thrilled you have decided to LEVEL UP and be part of the DENTAL A TEAM! New episodes every Tuesday, Wednesday, and Thursday.

You Might Also Like