The Rosen Dental Transitions Podcast

Mastering Dental Practice KPIs with Nancy Kagan


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In this episode of the Rosen Dental Transitions podcast, host Dave Miller interviews Nancy Kagan from Rosen Summit Dental Advisors. They discuss success stories and best practices in buying, selling, and managing a dental practice. Key focus areas covered include daily and essential KPIs such as adjustments, production, collection, provider credits, and accounts receivable. They also delve into optimizing hygiene department performance, recare strategies, and addressing the challenges of case acceptance. Practical tips and easy-to-implement strategies are shared to help dental practice owners efficiently track and manage these vital metrics. Nancy also offers remote services to help identify and fix potential issues in practices.

Topics00:35 Meet Nancy Kagan: A Dental Industry Veteran01:48 The Evolution of Rosen Summit Dental Advisors02:59 Hands-On Consulting vs. Coaching05:34 The Importance of Understanding KPIs06:32 Navigating Owner-Manager Dynamics07:38 Common Mistakes in Dental Practice Management18:21 The Critical Role of Adjustments26:58 Tracking Production and Collection30:56 Understanding Patient Objections31:17 Simplifying Data Collection31:42 Case Acceptance and Collection Strategies34:03 Improving Communication with Patients35:20 Managing Multiple Associates36:19 The Importance of Value in Treatment37:43 Key Performance Indicators (KPIs) for Practice Owners41:20 Provider Credits and Accounts Receivable46:46 Hygiene Department KPIs52:33 Recap and Final Thoughts

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The Rosen Dental Transitions PodcastBy pod617 - The Boston Podcast Network