A written operations manual for your front office — built from how your practice actually runs.
In most independent practices, the answer to “how do we do this?” lives in one person’s head. When that person is out — or leaves — the practice absorbs the cost: a front desk that guesses, a new hire who takes three months to get useful, and procedures that drift until no two people do them the same way. Practices in ownership transition feel it hardest, because the knowledge walking out the door has been accumulating for twenty or thirty years.
Most owners know this. Very few have written it down, because writing it down is a project nobody has time for.
What you get
A complete written operations manual for your front office — not a generic template with your logo on it.
- Patient-facing procedures — scheduling, intake, confirmations, recalls, cancellations and no-shows
- Financial procedures — insurance verification, treatment presentation, payment collection, plan handling
- Administrative procedures — opening and closing, records handling, referrals, day-to-day systems
- Escalation paths — who decides what, and when it goes to the doctor
- New-hire onboarding sequence — the order a new front-desk hire should learn things
Delivered as editable documents you own outright. No subscription, no platform, no lock-in.
How it works
Discovery
We walk your front office and interview the people who actually do the work. Typically two sessions.
Draft
We write it up and send it to you for correction. You’ll find things we got wrong; that’s the point of this step.
Delivery
Final documents, yours to keep, edit, and use however you want.
Most engagements complete in two to three weeks.
Price
Who this is for
Independent practices with a front office of any size — and especially:
- Practices where an owner is planning a transition or sale
- Practices that have recently lost a long-tenured front-desk employee, or expect to
- Practices onboarding new administrative staff
- Any owner who has ever thought “if she left, we’d be in real trouble”
Not a dental practice? The same service is available for any small office.
Start with the audit
Before anything, we’ll do a free front-desk operations audit — a short review of where your documented procedures have gaps, delivered as a written findings report. No cost, no obligation. If the report shows you’re in good shape, we’ll tell you that.