The Automatic Patient Podcast

Jordon Comstock, Justin Comstock, Dan Nelson

Welcome to The Automatic Patient Podcast, your go-to source for exclusive practice management content crafted for serious dental and healthcare practice owners who are passionate about patients, profit, and progress. Hosted by Jordon Comstock the CEO of BoomCloud & Dr. Dan Nelson, we dive into proven strategies for building a thriving, profitable practice that delivers exceptional patient care while staying ahead of the competition. Each episode is packed with actionable insights, engaging discussions, and practical tips on everything from optimizing patient acquisition and retention to leveraging membership plans and streamlining operations. Whether you're aiming to boost revenue, improve efficiency, or provide a superior patient experience, this podcast has the solutions you need to transform your practice and achieve lasting success.

  1. 5d ago

    We Dropped Delta: The Truth About Dropping PPOs

    What REALLY happens when a dental practice drops its biggest PPO? In this episode of the Automatic Patient Podcast, I sit down with Dr. Dan Nelson to talk about what happened after his practice went completely out of network—including dropping Delta Dental, which represented roughly 51% of their patient base. We get into the stuff nobody talks about: What happened to the hygiene schedule How many patients they expected to lose Why going out of network requires a financial safety net How they prepared patients before the PPO exit The systems they built to reactivate patients and refill hygiene Why membership-plan patients became some of their most valuable patients How recurring revenue changes the economics of a dental practice Why you should build the alternative before you drop the PPO Dan also shares the challenges honestly. Going out of network wasn't magically easy—but seven months later, the practice was still growing, had added an associate, and had expanded into another location. If you've ever thought about reducing PPO dependence, this conversation is worth watching before you make the jump. 👉 Learn more about Elevation Association:https://www.elevationassociation.com/ Elevation Association helps independent dentists with community, coaching, systems, leadership, and practice growth. 👉 Create your BoomCloud account:https://boomcloudapps.com/ BoomCloud helps dental practices create, manage, automate, and grow their own in-house membership programs while building recurring revenue and stronger direct patient relationships. The big takeaway: Don't drop your PPO and then try to figure out what comes next. Build the financial safety net first. Then make the move from a position of strength. Jordon Comstock - BoomCloudapps.com Dr. Dan Nelson - Elevation Association

  2. May 29

    The Real Cost of PPOs in Dentistry

    In this episode, Jordon Comstock and Dan from Elevation Association continue their deep dive into the realities of PPO dependence, fee-for-service transitions, and the changing economics of dentistry. The conversation explores how insurance reimbursement pressures, write-offs, overhead, and poor financial tracking are quietly reducing profitability for dental practice owners across the country. Dan shares what he’s seeing firsthand while helping practices transition toward fee-for-service models — including the operational, financial, and communication changes practices must make to succeed. One of the biggest themes of the episode is this: Many practices are losing far more money to write-offs than they realize because they are not properly tracking the data. The episode also covers: Why dentist owner income is declining How insurance companies use regional fee averages against practices Why “zeroing out” codes hurts practices and surrounding offices How PPO write-offs distort financial data Why most practices don’t accurately track write-offs The operational steps required before dropping PPOs Why patient membership plans are critical before transitioning out of network The importance of bookkeeping and clean P&Ls How recurring revenue and membership plans create stability The role of overhead reduction in improving profitability Why preparation matters before becoming fee-for-service Dan also shares practical insights into: Tracking write-offs correctly Building patient membership benefit plans Understanding reimbursement data Training teams to communicate differently with patients Setting realistic expectations during a PPO transition Jordon Comstock - BoomCloudapps.com Dr. Dan Nelson - Elevation Association

  3. May 21

    The 5 Barriers Holding Dentists Back

    In this episode, Jordon Comstock and the Elevation Association team dive deep into the psychology behind why some dental practices grow — while others slowly plateau, burn out, or decline over time. The conversation starts around dental practice valuations and EBITDA, but quickly evolves into a powerful discussion around mindset, leadership, fear, burnout, mentorship, PPO dependence, and the internal barriers that stop practice owners from reaching their full potential. The team introduces what they call the “5 Barriers to Success”: Arrogance Ignorance Ambivalence Fear Capacity They unpack how these barriers quietly affect practice growth, leadership decisions, innovation, profitability, and long-term practice value. Jordon shares real stories from his experience in dentistry — including watching thriving practices slowly decline over time because owners became burned out, resistant to change, or afraid to evolve with the industry. The episode also explores: Why many dentists become “institutionalized” after years in practice How fear keeps practices trapped in the PPO reimbursement game Why mentorship and coaching shorten the learning curve The danger of “head-in-the-sand ignorance” Why recurring revenue and membership plans reduce fear and create leverage How operational and mental growth go hand-in-hand Why building culture intentionally matters for business success The importance of gradual change versus drastic decisions One of the most powerful moments comes when Jordon discusses a doctor terrified to drop PPOs because he feared his entire business would collapse — and how the answer wasn’t drastic action, but small, strategic steps toward recurring revenue and independence. Jordon Comstock - BoomCloudapps.com Dr. Dan Nelson - Elevation Association

  4. Feb 17

    How to Go Fee For Service

    Podcast Summary (Show Notes Style)In this episode, Jordon Comstock talks with Dan from Elevation Association about why dental insurance—especially Delta Dental—is becoming a bigger threat to independent practices, and how practices can successfully transition to fee-for-service without destroying their schedule. Dan explains that Delta is making aggressive moves, including owning dental practices, which gives insurers more control locally and reduces their reliance on independent offices. He also warns dentists not to assume associations will protect them, arguing the industry landscape is shifting fast. The conversation then turns practical: Dan breaks down what it really takes to exit PPOs strategically. The key is preparation—especially having a patient membership / benefit plan in place before going out of network, so patients can move “laterally” into the practice’s own plan. He emphasizes aligning the entire team around the mission, using incentives when appropriate, and building strong patient communication to counter misleading insurer letters that make patients think they “can’t” stay with the practice. Dan shares that the transition isn’t instant—it can take about a year to stabilize, with the first quarter or two feeling messy as hygiene schedules fluctuate and patients test the financial impact. The practices that win dedicate staff to proactive recall/outreach, driven by real data (they use Dental Intel), to refill the schedule and reduce attrition. The episode closes with the payoff: the move is described as freeing and energizing, with fewer write-offs, more control, and the ability to slow down while improving focus and profitability—especially when practices don’t try to do it alone and instead leverage coaching, tools, and a clear plan. TL;DR (30 seconds)Delta is tightening control (even buying practices), so dentists need a strategy to regain power: prep your team + track key KPIs + build a membership plan first + over-communicate + run recall/outreach, and expect a ~12-month stabilization period after the PPO exit. The result: less write-off pain and way more freedom. Jordon Comstock - BoomCloudapps.com Dr. Dan Nelson - Elevation Association

  5. 12/20/2024

    Unlocking Dental Profitability: Mastering Costs, Membership Plans, and Insurance Strategies

    Bullet Point Summary:Introduction to Financial Insights in Dentistry: Jordon Comstock and Dr. Dan Nelson discuss the challenges and opportunities in managing practice finances, including calculating true costs and identifying areas for improvement. The Importance of Cost-Per-Procedure Analysis: Stories about initial discoveries of low profitability in procedures like crowns.The shock of realizing practices may lose money on specific insurance reimbursements.Encouragement for granular tracking of profitability per procedure.Insurance Pitfalls and Overhead Challenges: Insurance contracts often lead to significant underpayments, as highlighted by shocking examples like $3 profit on procedures or $39 losses on fillings.The necessity of understanding percentile pricing and staying in the 80th-90th percentile for optimal revenue.Addressing PPO-Driven Losses: How practices can renegotiate insurance contracts or use CE programs to navigate reimbursement loopholes.Insights into Delta Dental and its impact on pricing strategy.The Power of Membership Plans: Benefits of creating patient benefit plans to offset insurance losses.Examples of practices successfully implementing BoomCloud's membership platform for consistent cash flow and patient retention.Membership plans as a stepping stone for transitioning out of PPO dependency.Strategies for Insurance-Free Practices: Gradual reduction of insurance contracts by identifying and eliminating the least profitable plans.Building financial stability through recurring revenue from membership plans.Leveraging Tools and Team Expertise: Emphasizing the value of tools like BoomCloud and consultants to streamline practice operations.Why adding financial analysis to overhead is a must for sustained growth.Empowering Practice Owners: Advice for practice owners to avoid fear-based decision-making and embrace fee adjustments.Encouragement to hire experts, coaches, or facilitators to manage the complexities of modern dentistry.Closing Thoughts on Financial Success: Importance of understanding overhead, cost-per-procedure, and ideal patient profiles for long-term success.Both BoomCloud and Elevation Association emphasize ongoing education and resources for dental practices.Listeners will walk away with actionable steps to tackle their financial challenges and optimize profitability in their dental practices! Jordon Comstock - BoomCloudapps.com Dr. Dan Nelson - Elevation Association

About

Welcome to The Automatic Patient Podcast, your go-to source for exclusive practice management content crafted for serious dental and healthcare practice owners who are passionate about patients, profit, and progress. Hosted by Jordon Comstock the CEO of BoomCloud & Dr. Dan Nelson, we dive into proven strategies for building a thriving, profitable practice that delivers exceptional patient care while staying ahead of the competition. Each episode is packed with actionable insights, engaging discussions, and practical tips on everything from optimizing patient acquisition and retention to leveraging membership plans and streamlining operations. Whether you're aiming to boost revenue, improve efficiency, or provide a superior patient experience, this podcast has the solutions you need to transform your practice and achieve lasting success.