Leadership in Dental Operations
With more than a decade of experience in dental operations and practice management, I’ve learned that a successful dental practice is built on much more than a full schedule. It takes strong systems, an empowered team, thoughtful leadership, and an exceptional patient experience.
Throughout my career, I’ve worked hands-on in nearly every aspect of dental operations—from team development, scheduling, treatment coordination, and patient communication to insurance processes, collections, workflow optimization, and multi-location management. That experience has given me a unique understanding of both the business behind the practice and the people who make it successful.
“I understand the numbers and the people.”
I created XO Dental Consultation to bring that experience directly to dental practices that are ready to grow, improve efficiency, strengthen their teams, or simply bring more structure to their day-to-day operations.
My approach is personal and practical. I take the time to understand how your practice actually operates, identify what’s working and where opportunities may be getting missed, and develop realistic solutions that fit your team, your patients, and your goals.
I’m not here to completely change what makes your practice yours. I’m here to help you refine it, strengthen it, and build systems that allow both your team and your practice to thrive.
Your practice already has potential. Let’s turn it into progress.
“The systems I build are designed for long-term success.”
Areas of Expertise
Practice Operations
Scheduling & Production
Evaluation and improvement of day-to-day practice systems, workflows, and patient flow to create a more efficient, organized, and productive office.
Strategic scheduling designed around provider goals, procedure mix, chair utilization, and patient flow—helping reduce scheduling gaps and improve daily production.
Collections & AR
Insurance & Billing
Review and improvement of collection processes, aging accounts, outstanding balances, insurance follow-up, and financial policies to strengthen cash flow and reduce overdue AR.
Evaluation of insurance verification, claim submission, payment posting, outstanding claims, billing processes, and follow-up systems to improve accuracy and minimize lost or delayed revenue.
Treatment Coordination
Team Development
Development of stronger treatment presentation and follow-up processes to improve case acceptance, help patients understand their treatment, and ensure diagnosed treatment doesn’t get lost in the schedule.
Training and development focused on clearly defined roles, communication, accountability, workflow, and giving team members the tools they need to perform confidently and consistently.
Leadership & Management
KPI Development
Practical leadership and management systems for practice owners and managers, including expectations, accountability, team communication, problem-solving, and managing single or multi-location practices.
Identifying and tracking the numbers that actually matter to your practice—from production and collections to case acceptance, schedule utilization, AR, new patients, and other key performance indicators—to turn practice data into actionable decisions.
Insurance Credentialing & Fee Optimization
Patient Experience
Management of the credentialing and enrollment process for new and existing providers, including payer applications, participation updates, and follow-up. Review and analysis of contracted insurance fee schedules to identify opportunities for fee negotiations and improved reimbursement.
Evaluation of the complete patient journey—from the first phone call and scheduling experience through treatment, checkout, and follow-up—to identify opportunities to improve communication, service, retention, and the overall patient experience.
Practice Growth
Financial Strategy
Identify opportunities for sustainable practice growth through improved patient retention, case acceptance, scheduling, team performance, referral development, and better utilization of existing practice resources.
Review practice performance, overhead, production, collections, and revenue trends to identify financial opportunities and develop practical strategies that support profitability and long-term growth.