The High Performing Dental Team

📊 Struggling to get patients to say YES to treatment?

In this conversation, Dayna Johnson breaks down the concept of case acceptance and why it is one of the most critical metrics for a thriving dental practice. Learn how to manage unscheduled treatments, track acceptance accurately, and boost your overall case acceptance percentage to hit top-performing levels.

Dayna shares practical examples, actionable tips, and best practices to help your dental team engage patients, document treatment plans correctly, and measure success using the Dentrix Practice Advisor Report. Whether you’re aiming to hit the industry average or exceed 75% acceptance rates, this session gives you the tools to turn treatment plans into scheduled production.

Key Takeaways:

What case acceptance really means and how to define it in your practice

Why managing unscheduled treatments is key to improving acceptance rates

How to update treatment statuses in your practice management software

Why rejecting declined treatments helps maintain accurate reporting

Understanding industry benchmarks (42%–58%) vs. top performers (75%+)

Using the Dentrix Practice Advisor Report to measure progress

Tips for proactive patient engagement and treatment planning

Chapters:

00:00 Understanding Case Acceptance

08:29 Managing Treatment Plans Effectively

12:46 Analyzing Case Acceptance Metrics

🔔 Subscribe for more Dentrix training and practice growth strategies that help you boost production, improve team performance, and get patients saying YES.

Every year, millions of dollars in dental benefits expire unused, don’t let your patients (or your practice) miss out. In this episode, Dayna Johnson dives into the importance of maximizing dental benefits before they reset in January.

With the end of the year approaching, Dayna shares practical strategies for engaging patients who still have unused insurance benefits, highlighting how tools like Dentrix Treatment Manager can help teams track unscheduled treatments and fill the schedule. From outreach campaigns to proactive follow-ups, this conversation will give your practice the playbook to boost production and help patients get the care they need before it’s too late.

🔑 What You’ll Learn in This Episode

Why unused dental benefits = lost revenue and missed patient care

How most plans reset in January, and what that means for your schedule

Ways to use the Dentrix Treatment Manager to track unscheduled treatment

Simple outreach strategies that motivate patients to book now

The role of third-party vendors in boosting communication and reminders

Why phone calls, texts, and personal engagement make the difference

How to turn year-end urgency into a win-win for patients and practices

⏱ Chapters

00:00 Autumn Reflections and Dental Benefits Awareness

02:39 Maximizing Patient Engagement for Year-End Benefits

05:43 Utilizing Dentrix for Effective Treatment Management

08:14 Outreach Strategies for Unscheduled Treatments

10:55 Engaging Patients Before Year-End Deadlines

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

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

Are you tracking the right metrics in your dental practice? In this episode, Dayna Johnson and Robin Smith, Solutions Consultant at Henry Schein One, dive into the 2025 Catalyst Index Report and uncover how understanding your numbers can transform your practice.

Discover why patient retention and case acceptance are the most critical drivers of success, and what top-performing practices are doing differently. Learn proven strategies to strengthen patient relationships, improve treatment acceptance, and empower your team with actionable data.

With 19 years of hands-on dental experience as a dental assistant, hygienist, front office team member, and technology specialist, Robin brings unique insights into the challenges and opportunities facing today’s dental teams.

👉 Download your copy of the 2025 Catalyst Index Report here: http://bit.ly/45Uhxkc

🔑 What You’ll Learn in This Episode

Why practice metrics are essential for growth and profitability

The #1 factor in patient retention and how to improve it

How communication and trust drive case acceptance

Real-world benchmarks from the 2025 Catalyst Index Report

Ways to use data and tools like Jarvis to streamline processes

The importance of teamwork and celebrating small wins

⏱ Chapters

00:00 Introduction to Practice Metrics

02:12 Exploring the Catalyst Index Report

04:43 The Importance of Patient Retention

10:35 Strategies for Improving Patient Retention

14:50 Understanding Case Acceptance Rates

18:57 Enhancing Case Acceptance Through Communication

24:26 Building Relationships for Better Outcomes

28:22 Conclusion and Key Takeaways

In this episode, Dayna Johnson breaks down what the end of Windows 10 support (October 14, 2025) means for dental practices and how to prepare for the transition to Windows 11.

From upgrading workstations to customizing DENTRIX software for optimal functionality, Dayna walks through the exact steps every dental team should take to ensure a smooth transition. She covers critical workstation-specific settings, preferences, and tips to avoid downtime and frustration when moving to Windows 11.

Whether you’re an office manager, dentist, or IT lead in your practice, this episode will help you navigate the upgrade confidently and set your team up for success.

What You’ll Learn in This Episode:

Why Windows 10 support is ending and what that means for your practice

How to properly set up new Windows 11 workstations for Dentrix

Key Dentrix settings that must be customized after installation

How to configure appointment book views, billing statements, ledger colors, and adjustment types

Why consistent chart colors and procedure buttons improve efficiency

How sharing workstation setup knowledge improves team performance

Chapters:

00:00 – The End of Windows 10 Support

05:48 – Customizing Your New Workstation

11:00 – Setting Up DENTRIX for Optimal Use

16:34 – Final Thoughts and Recommendations

💻 Stay ahead of the curve and make sure your practice is ready for Windows 11.

👉 Subscribe for more Dentrix tips and dental practice management strategies.

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

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

In this episode, Dayna Johnson shares why annual planning is one of the most powerful steps you can take to build a high-performing dental practice. From setting up your appointment book to mapping out production goals and involving your team in the process, Dayna breaks down a practical, results-driven approach to scheduling and goal setting.

You’ll learn how to use structured scheduling to keep your re-care patients on track, how to set production targets based on your actual overhead (not random percentages), and how to foster a culture of communication and feedback that drives consistent results.

Whether you’re a dentist, office manager, or part of the admin team, these strategies will help you kick off your year with a plan that boosts productivity, improves team alignment, and creates a better patient experience.

Key Takeaways:

Start your annual planning in June or July for maximum impact.

Set up your appointment book early to secure re-care patient visits.

Schedule days off and vacations in advance to avoid last-minute chaos.

Base production goals on practice overhead instead of arbitrary increases.

Keep your team informed and engaged in scheduling decisions.

Adjust your “perfect day” schedule to meet new patient goals.

Track production daily to maintain team focus and performance.

Encourage team feedback to refine your scheduling approach.

Commit to continuous improvement to build a high-performing team.

Chapters:

00:00 – Kickstarting Annual Planning

02:35 – Setting Up the Appointment Book

05:39 – Establishing Production Goals

08:27 – Engagement and Support

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

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

In this episode, dental software expert Dayna Johnson breaks down the complexities of estimating dental insurance coverage and how to navigate the challenges that come with today’s evolving benefits landscape. She explains the key differences between the fee schedule method and the allowed amount method, shedding light on which approach may be right for your dental practice.

From exceptions and downgrades to patient communication and the use of technology like Dentrix and Eligibility Pro, Dayna offers practical, real-world strategies to improve accuracy in insurance estimates and create more confident treatment presentations. You’ll learn how to involve patients in understanding their coverage, handle difficult estimate scenarios, and streamline your process for better efficiency and profitability.

If your dental team struggles with insurance estimation accuracy, this episode is packed with tips, tools, and insights to help you take control of the process.

Key Takeaways:

Understand the difference between the fee schedule and allowed amount methods.

Learn why estimating insurance has become more complex over the years.

Identify common exceptions that complicate estimates.

Use Dentrix to manage calculations effectively.

Navigate downgrades in coverage with confidence.

Educate patients on their insurance coverage and responsibilities.

Simplify syncing coverage details with Eligibility Pro.

Use overrides in Dentrix for accurate treatment plan estimates.

Improve patient conversations around insurance expectations.

Commit to continuous training for better estimation accuracy.

Chapters:

00:00 – Understanding Insurance Estimation Methods

02:41 – Navigating Exceptions in Insurance Coverage

05:21 – Fee Schedule vs. Allowed Amount Method

08:13 – Handling Downgrades in Treatment Plans

11:16 – Utilizing Dentrix for Accurate Estimates

13:54 – Enhancing Patient Communication and Involvement

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

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

🎯 Dentrix Insurance Setup: Fee Schedule vs. Allowed Amount — Which Is Right for Your Practice?

In this episode of The High Performing Dental Team podcast, Dentrix expert Dayna Johnson breaks down the two most common methods of insurance setup in Dentrix:

✔️ The Fee Schedule Method

✔️ The Allowed Amount Method

👉 If you're a front office manager, billing coordinator, or practice owner struggling to understand how these settings affect production reports, patient billing, and insurance estimates, this episode is your go-to resource.

Dayna explains the pros and cons of each method, including how your choice impacts Medicaid billing, non-covered services, and accurate reporting. Plus, she shares why consistency is everything when it comes to Dentrix insurance workflows.

📌 Key Takeaways:

The difference between Fee Schedule vs. Allowed Amount in Dentrix

When to use each method (especially for Medicaid or state-specific rules)

Why consistency improves reporting accuracy and team confidence

How understanding EOBs and adjustments prevents costly mistakes

Where to get hands-on Dentrix training for your team

⏱️ Chapters:

00:00 – Understanding Dentrix Insurance Setup Methods

04:41 – Choosing Between Fee Schedule and Allowed Amount

09:21 – Pros and Cons of Each Method

14:20 – Final Thoughts + Training Resources

💡 Want more help mastering Dentrix?

Get expert-led training, templates, and systems inside the Novonee Membership — the only community built for high-performing dental teams.

🔗 Learn more at: https://www.novonee.com

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

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

#DentrixTraining #DentalBilling #DentalFrontDesk #DentalWorkflow #Novonee #DentalInsuranceHelp #DentrixTips #DentalPracticeManagement

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