In this episode of the High Performing Dental Team podcast, Dayna Johnson interviews David Harris, a certified fraud examiner specializing in dental embezzlement. They discuss the importance of trust in dental practices, the need for thorough pre-employment screening, and strategies to prevent embezzlement through effective division of duties and financial controls. David shares key insights from his keynote presentation, 'How to Outsmart an Embezzler,' emphasizing the significance of hiring practices, daily balancing, and the necessity for dentists to engage with their practice management software. The conversation concludes with practical tips for protecting dental practices from fraud and the importance of ongoing training for dental teams.

Contact David Harris directly: https://www.linkedin.com/in/dentistryscrimefighter/

“The Prosperident Roundup” on Oct 18 in Irving TX. More information and registration is here -- https://www.prosperident.com/the-prosperident-roundup-october-18-2025

Takeaways

-David Harris has the longest-standing embezzlement company in the dental industry.

-Trust in dental staff should be periodically reevaluated.

-70 million Americans have a criminal record, highlighting the need for thorough hiring practices.

-Drug testing is essential and has become easier with saliva-based tests.

-Only clinicians should enter treatment into practice management software.

-No one person should handle more than two financial tasks to prevent embezzlement.

-Dentists should print their own reports to avoid selective reporting.

-Understanding practice management software is crucial for financial well-being.

-Doctors need to know which reports are relevant for their practice.

-Ongoing training for dental teams is essential for effective practice management.

Chapters

00:00 Introduction to Dental Embezzlement

03:06 Understanding Trust in Dental Practices

05:56 Key Takeaways from Keynote Presentation

08:56 Pre-Employment Screening Essentials

12:04 Dividing Duties to Prevent Embezzlement

19:52 The Importance of Daily Balancing

28:40 Understanding Financial Controls in Practice Management

34:03 Embracing Practice Management Software

37:21 Final Thoughts and Resources

Please rate, review and share this episode with your colleagues.

Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson discusses the collaboration between FDI and Henry Schein on the integrated health records project, emphasizing the importance of transitioning from film to digital imaging in dental practices. She highlights the benefits of digital imaging, including improved accessibility for patients and the integration of AI for enhanced diagnostics. The conversation also covers the functionalities of Dentrix Imaging Center and the need for better documentation practices to facilitate patient access to their health records. Johnson concludes by encouraging dental professionals to embrace these technological advancements for a more efficient practice.

Takeaways

The integrated health records project aims to improve patient access to health information.

Digital imaging is now the standard in dental practices.

AI can assist in diagnostics, acting as a second pair of eyes.

Patient portals will enhance accessibility to health records.

Better documentation is essential for patient transparency.

Dentrix Imaging Center offers integrated imaging solutions.

Streamlined workflows can improve practice efficiency.

Transitioning to digital imaging can significantly benefit practices.

The collaboration with Henry Schein focuses on making health records accessible.

Embracing technology is crucial for modern dental practices.

Chapters

00:00 Introduction to Integrated Health Records

00:56 The Shift from Film to Digital Imaging

06:22 Enhancing Patient Accessibility to Health Records

09:56 Utilizing Dentrix Imaging Center for Better Workflow

13:45 Conclusion and Future Directions

Please rate, review and share this episode with your colleagues.

Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this conversation, Dayna Johnson discusses the importance of integrating health history into dental practices, emphasizing the need for modern technology to streamline patient interactions and improve data management. She highlights the role of Dentrix software in managing health history and encourages dental professionals to engage patients actively in reviewing their health information. The discussion also touches on the future of health history management and interoperability in healthcare.

Takeaways

➡Health history integration is crucial for effective dental care.

➡Modern software can streamline patient data collection.

➡Patients prefer filling out forms on their mobile devices.

➡Engaging patients in their health history review is essential.

➡The Dentrix Health History Module is a living document.

➡Regular updates to health history can prevent legal issues.

➡Accessibility of health information is a priority for future software.

➡Technology can enhance patient experience in dental practices.

➡Interoperability in healthcare is finally progressing.

➡Dental professionals should embrace new software solutions.

Chapters

00:00 Introduction to FDI and Henry Schein Collaboration

01:13 Exploring Health History Integration

02:48 The Importance of Health History in Dental Practice

09:22 Utilizing Technology for Health History Management

14:59 Future of Health History Accessibility

Please rate, review and share this episode with your colleagues.

Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode of the High Performing Dental Team podcast, Dayna Johnson interviews Dr. Howard Polansky, a cash flow optimizer, who shares his personal journey from dentistry to financial coaching. The conversation delves into the importance of cash flow management for dental practices, practical tips for improving financial health, and strategies for families to enhance their cash flow. Dr. Polansky emphasizes the significance of understanding financial freedom and the need for a defensive approach to personal finance. He also introduces a cash flow quiz designed to help listeners assess their financial situation and make informed decisions.

Takeaways

➡Cash flow is crucial for the success of any business.

➡Personal experiences can lead to significant career changes.

➡Understanding your financial situation is the first step to improvement.

➡Debt management is essential for financial freedom.

➡Utilizing lines of credit can help manage cash flow effectively.

➡Accounts receivable should be monitored closely to maintain cash flow.

➡Families can implement simple strategies to improve their financial situation.

➡It's important to have a financial defense strategy in place.

➡Financial advisors play a key role in managing personal finances.

➡Everyone has choices when it comes to their financial future.

Chapters

00:00 Introduction to Cash Flow Optimization

02:44 Personal Journey and Life Lessons

05:39 Transitioning from Dentistry to Cash Flow Optimization

08:22 Understanding Financial Freedom

11:10 Practical Tips for Improving Cash Flow

13:57 Managing Accounts Receivable Effectively

16:46 Strategies for Families to Increase Cash Flow

19:45 The Importance of Financial Defense

22:21 Conclusion and Resources

Please rate, review and share this episode with your colleagues.

Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

You can find the quiz and schedule a free Clarity Call with him at financiallyled.com. You’ll walk away with a clear picture of what’s possible—and a real strategy to get there.

In this episode, Dayna Johnson and Claire Dickinson discuss the significance of annual planning in dental practices. They emphasize the importance of team involvement, setting a clear vision, and creating an engaging planning process that fosters excitement and collaboration. The conversation covers strategies for pre-planning, the structure of the annual planning meeting, and the integration of virtual team members into the planning process. The episode highlights that while setting goals is essential, the real challenge lies in ensuring that the entire team is aligned and motivated to achieve them.

Takeaways

➡Annual planning should be an exciting opportunity for the team.

➡Involve the entire team in the planning process for better buy-in.

➡Pre-event surveys can help gather team input before planning meetings.

➡Celebrate past achievements to motivate the team for the future.

➡Discuss personal goals of team members during planning sessions.

➡Focus on the practice's vision and how it aligns with team goals.

➡Address the importance of an abundance mindset in planning discussions.

➡Consider the impact of virtual team members in the planning process.

➡Create a structured agenda for the annual planning meeting.

➡The math of goal setting is straightforward, but alignment is key.

Chapters

00:00 Introduction to Annual Planning

03:16 The Importance of Team Buy-In

09:54 Preparing for Annual Planning

17:59 Conducting the Annual Planning Session

25:24 Post-Planning Reflections and Future Goals

Please rate, review and share this episode with your colleagues.

Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson discusses the importance of oral health indicators, focusing on prescription data as a critical component of patient management in dental practices. She emphasizes the need for a centralized prescription database to prevent adverse drug interactions and improve patient care. The conversation also covers how to effectively manage and document patient prescriptions using DENTRIX software, highlighting the significance of tracking medications for better oral health outcomes.

Takeaways

➡Oral health risk assessments should include all relevant factors.

➡Centralized prescription databases can enhance patient care.

➡E-prescription systems help manage medications effectively.

➡Health history reviews are essential clinical tasks.

➡Patients may not disclose all medications they take.

➡Understanding patient prescriptions aids in treatment planning.

➡Documenting medications is crucial for oral health records.

➡DENTRIX can streamline the management of patient prescriptions.

➡Tracking medications helps identify potential oral health risks.

➡Sharing knowledge with colleagues enhances dental practice performance.

Chapters

00:00 Introduction to Oral Health Indicators

00:59 The Importance of Prescription Data

03:21 Managing Patient Prescriptions Effectively

10:25 Utilizing Dentrix for Health History Management

Please rate, review and share this episode with your colleagues.

Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-ca

In this enlightening conversation, Dayna Johnson interviews Tanner Applegate, founder of UnifiDental, about the challenges dental teams face with password management and how UnifiDental provides a solution. They discuss the importance of efficiency, the change mindset required for adopting new technology, and the unique features of Unifi that enhance security and compliance in dental practices. Tanner shares insights on the onboarding process and the benefits of automation, emphasizing the need for dental teams to embrace change for improved productivity.

Takeaways

➡Managing passwords is a significant pain point for dental teams.

➡UnifiDental was founded to address the challenges of password management in dental practices.

➡Change mindset is crucial for adopting new technologies in dental offices.

➡Unifi offers a unique solution that combines shared credentials and individualized logins.

➡The platform helps maintain HIPAA compliance by tracking user access and providing an audit trail.

➡Automation can significantly reduce the time spent on password management and improve efficiency.

➡Unifi allows for role-based access to sensitive information, enhancing security.

➡The onboarding process is streamlined to help practices transition smoothly to Unifi.

➡A 30-day free trial is available to encourage practices to try Unifi without commitment.

➡Embracing technology can lead to a more efficient and productive dental practice.

Chapters

00:00 Introduction to UnifiDental and Password Management

03:08 The Journey to Founding UnifiDental

06:09 The Challenge of Change Mindset in Dental Practices

08:54 Understanding Unifi's Unique Features

12:02 Enhancing Efficiency with Unifi's Solutions

15:12 Addressing HIPAA Compliance and Security

17:58 The Importance of Automation in Dental Practices

21:01 Onboarding and User Experience with Unifi

24:01 Conclusion and Call to Action

Please rate, review and share this episode with your colleagues.

Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson discusses the importance of oral cancer screening as part of the oral health indicators outlined in the FDI and Henry Schein Electronic Health Records Project. She emphasizes the alarming statistics regarding screening rates and the need for better documentation in dental practices. Additionally, she provides insights on how to bill for oral cancer screenings and the significance of using diagnostic codes to improve data collection and patient care.

Takeaways

➡Oral cancer screening is a critical health indicator.

➡60% of residents in North Carolina are not screened.

➡Documentation of oral cancer screenings is often lacking.

➡AI tools can streamline clinical documentation.

➡Billing codes exist for oral cancer screenings now.

➡Insurance companies may resist paying for screenings.

➡Using diagnostic codes can improve billing success.

➡Data collection is essential for improving health outcomes.

➡Practices should share information with colleagues.

➡Continuous education is vital for dental professionals.

Chapters

00:00 Introduction to Oral Health Indicators

01:28 Focus on Oral Cancer Screening

04:21 The Importance of Documentation

09:32 Billing for Oral Cancer Screenings

17:24 Conclusion and Next Steps

Please rate, review and share this episode with your colleagues.

Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

In this episode, Dayna Johnson interviews Marissa Nicholson and Chris Hameliv, co-owners of a dental consulting agency, focusing on the critical issue of embezzlement in dental practices. They discuss their experiences, the emotional challenges faced by practice owners, and practical steps to prevent financial fraud. The conversation emphasizes the importance of education, awareness, and the need for dental professionals to take a proactive approach in managing their practices.

Takeaways

➡Embezzlement is a significant issue in the dental industry, affecting 85% of practices.

➡Trusting employees without verification can lead to financial losses.

➡Education and awareness are crucial in preventing embezzlement.

➡Regular audits and checks can help identify potential fraud.

➡Emotional ties to employees can cloud judgment regarding trust.

➡Cross-training staff can prevent one person from having too much control.

➡Technology can aid in monitoring financial activities.

➡Clear communication about oversight can deter dishonest behavior.

➡Practice owners need to adopt a business mindset to protect their interests.

➡Consulting services can provide valuable insights and training for dental teams.

Chapters

00:00 Introduction to the Dental Consulting Duo

02:56 Understanding Embezzlement in Dentistry

05:55 Identifying Red Flags and Preventative Measures

08:58 The Importance of Education and Awareness

11:56 The Emotional Impact of Trust in the Workplace

14:59 Practical Steps for Dental Practices

18:10 The Role of Technology in Preventing Embezzlement

20:58 Security Measures and Access Rights

24:00 Cross-Training and Team Dynamics

26:57 Conclusion and Resources for Dental Practices

Please rate, review and share this episode with your colleagues.

Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-cal

In this episode, Dayna Johnson discusses the eight core oral health indicators related to the FDI and Henry Schein integrated health records project, focusing on caries and endodontic health. She provides insights on how to document these conditions using Dentrix software, emphasizing the importance of accurate clinical documentation for treatment planning and insurance claims. The conversation also highlights the future of coding in dentistry, particularly the use of ICD-10 codes for better diagnosis and billing practices.

Takeaways

➡The eight core oral health indicators are essential for integration.

➡Caries and endodontic health are critical components of oral health.

➡Documentation in Dentrix software is vital for treatment planning.

➡Using conditions in Dentrix helps track oral health effectively.

➡Procedure notes provide quick access to diagnoses for treatment coordinators.

➡ICD-10 coding is becoming increasingly important in dentistry.

➡Accurate documentation aids in insurance claims and patient referrals.

➡The integration project has been in collaboration for five years.

➡Better documentation leads to improved patient care and outcomes.

➡Sharing knowledge and resources with colleagues enhances professional growth.

Chapters

00:00 Introduction to Oral Health Indicators

01:20 Exploring Caries and Endodontic Health

03:05 Documenting Caries in Dentrix Software

09:17 Utilizing Procedure Notes for Treatment Planning

12:07 The Future of Coding in Dentistry

Please rate, review and share this episode with your colleagues.

Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call