On occasion, my 25 years in this industry doesn’t extend to every practice management challenge. (It’s true!) That’s when I refer dentists to fellow consultants who are experts in their fields. I’m honored to recommend the following practice management dental professionals.
Technology
Dayna Johnson at Novonee’ https://novonee.com. Dayna is the premier resource for anyone who needs help learning, navigating or troubleshooting Dentrix. She publishes an extremely helpful newsletter and wrote 4 e-books: Going Digital, Creating a Touchless Check-in and Check-out, and Four Practical Tips for Bringing Real-Time Payments to Your Practice. She offers individual consulting and a membership program for Dentrix newbies as well as those with experience.
Jill Nesbitt is the Founder of Optimize Dental Consulting, https://www.optimizedent.com. an independent and product-agnostic firm specializing in implementing and optimizing dental software for DSO’s and multi-location dental groups. She has helped hundreds of dental practices standardize their practice management software and her team provides an outsourced solution for successful software adoption incorporating change management and dental operations best practices.
Dental Marketing
Rita Zamora at Connections https://ritazamora.com. Rita is well known in the dental industry for her work helping dental practices with their organic social media marketing. Dentists can choose from two marketing options: done-with-you and done-for-you. She has a gentle, patient style and I’m so personally impressed with her that I hired her to handle my social media.
Patrick Chavoustie, of Omni Premier Marketing, https://omnipremier.com/dental-marketing offers comprehensive dental marketing solutions, from website design to Google Ads, and social media ads. He also hosts the *Dental Brief* podcast, where I had the pleasure of being a guest twice.
Dental Insurance
Teresa Duncan at Odyssey Management https://www.odysseymgmt.com is the expert I refer to when a practice needs to train front desk employees on managing insurance. She offers one/one consulting to trouble-shoot insurance issues and best of all, online classes to train your team. She is the author of Moving Your Patients to Yes!, a small book packed with excellent tips.
Dental Transitions
Fred Heppner at Arizona Transitions https://www.arizonatransitions.com. I’ve known Fred since our Pride Institute days and although his company is based in Arizona he has generously helped clients in over 26 different states navigate the sale of their practices, create partnerships, or bring on associates. He’s my recommended first stop when dentists need an assessment of their practice or advice about any part of the transitions process.
William Prescott, JD at Wickens Herzer Panza https://www.wickenslaw.com/team-member/william-p-prescott-esq-executive-m-b-a. Bill is highly respected for his work representing dentists in their transitions from creating partnership agreements to practice valuations, sales and acquisitions. He has written eight books and over 100 articles on the law and dentistry. He is the transitions GOAT.
Dental Job Matchmaking
Holli Perez at DirectDental https://directdentalstaffing.com. The DirectDental team is dedicated to finding the right candidates for your open positions. They use a custom algorithm to expand your job’s reach to multiple job sites, and her support has been invaluable to many dentists facing hiring challenges. I’m so impressed with her approach that we’re collaborating on two articles for Dental Economics.
Conflict Mediation
Dina Eisenberg at Happy Practice Consulting. Dina describes herself as a recovering lawyer who now devotes her considerable expertise to helping dental practices resolve their internal conflicts and build healthier cultures. She is one of our industry’s first Ombuds Practitioners with an impressive corporate background. Turn to her if you’re challenged with seemingly intractable culture issues and conflicts.
Human Resources
HR for Health at https://hrforhealth.com/about. Founded by Ali Oromchian JD, LL.M., this company is well known for protecting dentists against costly lawsuits by creating customized & compliant handbooks that are continually updated to reflect your state’s regulations. They have software to help manage your employees and best of all a team of HR experts who are on call to respond to your HR challenges.
Financial Planning
Brian J Sohovich CFP® at Edward Jones https://www.edwardjones.com/us-en/financial-advisor/brian-sohovich. Brian has a passion for helping dentists achieve a life of significance by connecting their personal values and goals with their hard-earned wealth. He recently wrote an article for our Bite-Sized Newsletter which featured a truly impressive Discovery Process to accomplish this because your plan must be in line with what is most important to you and those you love. Brian lives in North Carolina and serves dentists nationwide.
Haden Werhan, CPA/PFS is a partner at Thomas Doll (now part of Earned Wealth) https://thomasdoll.com/about-wealth-management-advisors– a firm offering Accounting & Tax, Payroll, Retirement Plan Design and Administration, and Practice Integrated Wealth Management for dentists. I have known Haden since my Pride Institute days and appreciate that he understands the intersection of Practice Management and Financial Management.
Lauren Holt at Rea & Associates https://www.reacpa.com/industry/dental. Headquartered in Ohio, and working with practices across the US, Rea & Associates has a team dedicated to dentists. They provide financial advice and services ranging from accounting to transition planning. They even help new dental graduates navigate the journey to practice ownership. Best of all they have a cyber-security department focused on keeping dentists safe from HIPAA risks and hackers.
