Sometimes you know something isn't working—you just need another set of experienced eyes.
Consulting can focus on one specific concern or a broader operational reset, depending on what your practice needs.
AR & Insurance Workflows
Aging AR, outstanding claims, denials, follow-up systems, documentation workflows and administrative bottlenecks.
KPIs & Practice Performance
Help managers understand what the numbers mean, what to watch, and how to turn KPIs into daily accountability.
Scheduling & Patient Flow
Evaluate scheduling patterns, front-office handoffs, patient flow and systems that may be limiting production or creating chaos.
Manager Development
Practical coaching for office managers who need stronger operational, leadership, accountability or KPI skills.
Collections & Front Office
Review collection processes, financial workflows, follow-up responsibilities and consistency across the administrative team.
Systems & Accountability
Identify where responsibilities are falling through the cracks and create clear, repeatable workflows your team can maintain.
Observe. Analyze. Build the plan. Help it stick.
The goal isn't to walk in and tell your team what they're doing wrong. It's to understand what's happening, identify the breakdown, and leave the practice with clearer systems and direction.
Discovery
We discuss what's happening, your biggest concerns and what success would look like.
On-Site Assessment
I observe real workflows, patient flow, team processes and the areas connected to your concerns.
Remote Analysis
I review agreed-upon data and reports, organize findings and build a practical action plan.
Implementation & Follow-Up
Higher tiers include more hands-on implementation, coaching and follow-up to keep progress moving.
Choose the level of support your practice needs.
Launch pricing is based on one practice location. Larger practices, multi-site groups and unusually complex projects may require a custom proposal.
Practice Checkup
- 1 full on-site assessment day
- 1 remote research & action-plan day
- Review of agreed-upon operational focus areas
- Customized written recommendations
- 1 virtual progress follow-up
Practice Tune-Up
- 2 full on-site days
- 1 remote strategy & analysis day
- Operational and workflow review
- Hands-on implementation support
- Manager/team coaching as appropriate
- 2 virtual follow-ups
Practice Reset
- 3 full on-site days
- 2 remote strategy & analysis days
- Deeper KPI, AR, insurance and workflow review
- Systems development & implementation
- Manager coaching and accountability support
- Weekly virtual follow-ups for 4 weeks
Practice Transformation
- 4 full on-site days
- 2 remote strategy & analysis days
- Comprehensive administrative operations review
- Hands-on systems implementation
- Manager development & team coaching
- Weekly virtual follow-ups for 6 weeks
- Final owner strategy meeting
Not just advice. Ongoing accountability.
After your initial consulting engagement, I can stay involved as an extension of your leadership team—helping your manager execute the plan, monitoring key performance indicators, identifying new operational concerns, and keeping the practice moving in the right direction.
- 1 on-site practice support day each month
- 1 dedicated remote operations & analysis day each month
- Weekly 30-minute Office Manager coaching calls
- Biweekly 30-minute Doctor/Owner strategy calls
- Monthly KPI & performance review, including production, collections, new patients, treatment acceptance, schedule utilization, AR and insurance aging
- Ongoing AR & insurance workflow oversight and accountability
- Manager development, prioritization, delegation and team accountability support
- Workflow and SOP adjustments as new needs are identified
- Reasonable between-call text support for operational questions
- Monthly owner summary with progress, priorities and next steps
This partnership is for owners who want an experienced operations resource staying involved after the initial project—without adding another full-time leadership position.
Support focuses on oversight, coaching, accountability and continued implementation rather than replacing your team or personally completing every administrative task.
Available after an initial consulting engagement. Scope and communication expectations are confirmed in writing and can be customized for remote-only or multi-location practices.
Not in Texas? We can still work together.
Remote consulting is available to dental practices throughout the United States at reduced introductory rates. The remote engagement replaces in-office observation with virtual interviews, report review, workflow analysis, coaching and implementation support appropriate to the package.
Texas On-Site Travel
On-site consulting is currently available within Texas. Local Houston-area travel is included within the designated service radius. Practices outside that area add the applicable travel/service fee below.
| Package | Texas travel fee* |
|---|---|
| Bronze | Starting at +$250 |
| Silver | Starting at +$400 |
| Gold | Starting at +$600 |
| Platinum | Starting at +$800 |
*When overnight travel or other major transportation is required, reasonable lodging, airfare, rental vehicle and/or other necessary travel expenses are quoted and approved before the engagement begins.
Dental operations experience from inside the practice—not just from a spreadsheet.
I'm Terri Poindexter, a dental operations and practice management professional with 7 years of progressive experience across single- and multi-location dental organizations, including Regional Manager and Practice Manager leadership. I've supported operations across multiple practices while partnering with owners, providers and office managers to strengthen financial and operational performance.
My background includes KPI analysis, production and collections, scheduling optimization, accounts receivable, insurance aging and claims, workflow and SOP development, operational audits, and manager and team coaching. As a former Registered Dental Assistant, I also bring a clinical perspective that helps me understand how front- and back-office systems affect the entire patient experience.
My consulting approach is practical: understand how the office actually operates, identify where the breakdown is occurring, and create systems the team can realistically maintain after the engagement ends.
Your manager may not need to be replaced. Sometimes they simply need the right systems, tools and coaching to succeed.
Before we work together.
Do you work with practices outside Texas?
Yes. Remote consulting is available nationwide. On-site consulting is currently limited to Texas.
Do you replace the office manager?
No. Consulting can support and develop an existing manager, help clarify responsibilities and improve systems. Short-term operational support can also be discussed when a practice is between leaders.
Can you fix our AR or insurance claims?
I can review administrative AR and insurance workflows, identify process gaps and help develop stronger follow-up systems. The exact scope is established before the engagement begins.
Do you work with multi-location groups?
Yes. Multi-location projects receive custom pricing based on the number of practices, travel requirements and scope of support.
Is patient information protected?
Any access to practice or patient information should be limited to what is necessary for the engagement and handled under appropriate confidentiality and HIPAA-related agreements when applicable.
Let's talk about what's happening in your practice.
Your initial consultation is completely free and includes a 30-minute virtual Zoom call. Tell me what's been frustrating you, what you've noticed in the numbers, or where your team seems to be getting stuck. We'll talk through your concerns and determine whether consulting is a good fit and what level of support may make sense.
Free consultations are 30-minute virtual calls via Zoom. When you text, please include your name, email address, relationship to the practice, how long the practice has been open, the package you're interested in, and a few dates and times you're available for your initial consultation.