Support Services

Business Development Mission & Goals: The overarching goal of business development is to make the business more successful by generating long-term value for the organization by developing and implementing growth opportunities in a sustainable and profitable way. The main objectives are increasing sales growth, expanding the businesses, building strategic partnerships and converging all to increase profitability.

Business Development Services Offered:

• Legal Structure Oversight.
• Revenue Recognition Synopsis.
• Providing consulting advice on office location and layouts.
• Growth / Acquisition Management.
• EBITDA Valuations & Addback Strategies.
• Capital Sourcing.
• Provide oversight in the negotiation of term sheets and letters of intent for acquisitions.
• Advisement on Transition Initiatives, Project Management and Change Management.
• Due Diligence Guidance & Support
  • Financials (towards Proof of Cash and Quality of Earnings)
  • Human Resnurces
  • Business Operations
  • Clinical
  • Compliance
  • IT

• Mission & Goals: The mission of the Finance & Accounting department is to provide timely and accurate financial information to the board, executive team and support team so that they can support the goals of the company economically while ensuring compliance with applicable accounting laws and processes. The Finance & Accounting department provides informative, high- quality financial reports in addition to timely and accurate reporting of financial data.

• Finance & Accounting Services Offered:
  • Administrating, accounting, processing and distributing all checks, including but not limited to, payroll, payables, taxes and rents, and providing copies of all bank statements to Client on a monthly basis promptly after the same are received by our partners.
  • Providing bookkeeping services, including preparing monthly statements and providing copies to our Partner when same are completed.
  • Chart of Accounts (DSO/DPO)
  • Banking / Deposit Slips / Check Scanners / Merchant Services
  • ACH / Auto Debit Management
  • Financial Auditing
  • EOD, EOM and EOY Processing
  • Accounts Receivable – Daily Deposit Reconciliation & Reports
  • Accounts Payable – SOPs
  • Rent / Lease Schedule
  • Vendor Management (with Procurement)
    • W-9 Process
  • Petty Cash Protocol
  • Expense Report Process & Protocol

• IT Mission & Goals: Professional IT support and IT Managed services take the stress out of using technology and replaces it with confidence, convenience and simplicity. We leverage professionalized IT support to allow us more competitive advantage and our teams to perform more efficiency and more productively. Helpdesk support, network and technology security systems and cloud solution support help our teams take control of technology and make it work for the practice. Our goal is for our partners and clients to run their operations efficiently and optimally without outages, distractions or data loss.

• IT Services Offered:
  • IT Assessment
  • PMS Recommendations & Conversion Support
  • Strategic IT Partner with Premier Partner Pricing
  • Responsive IT Help Desk
  • Secure Portal Platform
  • HIPAA Risk Assessments / HIPAA Compliance
  • Exchange Server Email for all Team Members
  • Secure PHI Email with Barracuda
  • Review and Organize Software License, Subscriptions & Maintenance Agreements
  • Third-party API Management / Integration

• Clinical Mission & Goals: ADS is a company rooted in the ideology of being truly doctor owned and led. While ADS Support Management understands that operations and clinical go hand-in- hand, we also recognize that with many DSOs, it is rarely practiced. ADS will never dictate clinical practice to doctors, and we will not allow operations and clinical to become “siloed”. ADS is fortunate because we have both a CCO and COO that understand the impact that day-to-day operations has on the clinical side. This negates an ‘us versus them’ mentality that is counterproductive to office-wide culture and success. We have a philosophy that integrates the clinical and operational processes that promote and support individual and team performance success and a thriving office. Experienced clinical leadership from our Chief Clinical Officers, Clinical Directors and Director of Clinical Operations work in tandem with the Operational team to ensure that administrative and management decisions directly reflect the clinical needs and goals of the clinical team and contribute to positive office morale, clinical engagement and a reduction in provider turnover and employee attrition in general.

• Clinical Services Offered:
  • Establish, Document & Establish Standard of Care per Guidelines
  • Clinical Assessments / Observations
  • Chart Audits & Peer Review / Quality Assurance
  • Procedure Code Review & Analysis
  • Clinical Policies
    • X-ray
    • Periodontal
    • Oral Cancer
    • Clinical Chart Notes
  • Clinical Support & Mentorship / DR Development
  • Customized Clinical Training / Workshops
  • Cultivate/Foster DR Clinical Leadership

HR Support for Dentists and DSOs Human Resources is an often overlooked function as dental companies transform from a solo office or small group into a DSOs. HR managers are an expensive investment for any growing company. However, without a structured human resources department, the company cannot effectively manage employee relations, employee performance, recruitment and hiring, benefits administration, pay scale management, or maintain a consistent onboarding process. Compliance with these critical functions becomes more stringent as the practice continues to add employees, and once reaching the threshold of 50, the game changes entirely when health insurance becomes a requirement. Utilizing a PEO (professional employment organization) is a way to cost-effectively build your HR platform before hiring a full-time Human Resources department.

• Aligned Dental’s Human Resources Mission & Goals: The ADS Human Resources team mission is to embody the standard of excellence and continuous improvement that ADS strives for and to provide the most responsive and robust HR support to ADS partners and clients so that hey can concentrate on what is most important—office team cohesion and culture and the Patient experience. ADS Support Management aspires to build partnerships with management at all levels of the organization and those of our partners and clients to create an aligned company culture that values all team members while encouraging and rewarding exceptional performance and efforts towards continuous improvement. We serve to foster a vibrant, service-oriented workforce with a best-practice and servant leadership approach that cultivates innovation, embraces diverse perspectives, and fosters teamwork.
• The over-arching goal of ADS HR is to take our partners and clients from a sole proprietorship/small group management of HR functions and issues into a fully professionalized, enterprise-grade HR platform that is robust, standardized, and scalable.
  Aligned Dental’s Human Resources Services Offered:
  • HR Supervisory Services
  • PEO Management
  • HRIS Optimization
  • Unemployment Account Processing
  • Offer Letters and Employment Contracts
  • Employee Manual Review
  • PTO, Holiday, Bonus and Benefit Protocols
  • HR Infrastructure Guidance
  • Centralized Payroll
  • Recruiting Support/Assistance
  • Assisting Client in recruiting, hiring, and training the dental team, including advising Client on staff salaries, benefits, performance and incentive plans.
  • New Hire Orientation & Onboarding Development
  • Personnel Rightsizing
  • Guidance on Culture and Performance Development
  • Introduction to DISC Communication Tool
  • Job Descriptions & FLSA Compliance
  • Compensation & Benefits Guidance / Incentive Bonus Program Development

Revenue Cycle Mission & Goals: Revenue Cycle Management (RCM) includes everything from when a Patient first schedules an appointment to when the last insurance payment is received. The goal of RCM is to ensure that providers are reimbursed for the dental care they provide in a timely and efficient manner.

REVENUE CYCLE

• Revenue Cycle Mission & Goals: Revenue Cycle Management (RCM) includes everything from when a Patient first schedules an appointment to when the last insurance payment is received. The goal of RCM is to ensure that providers are reimbursed for the dental care they provide in a timely and efficient manner. To do this, the team focuses on streamlining the dental billing process and improve provider reimbursement. Part of this process include:

• Revenue Cycle Services Offered:
  • Providing billing and collections supervision as well as the payment of all accounts and notes payable as and when the same become due and payable in accordance with their respective terms on behalf of Client, and with Client’s funds (there is no independent obligation of Contractor to anyone to make any payments except to the extent of the availability of Client funds).
  • Fee Schedule Analysis

Supply Chain / Vendor Management refers to the centralized purchasing segment of the dental company. Monitoring expenses and purchasing is a critical component to maintaining profitability and controlling costs for a group or DSO. The larger the company gets, the more buying power it holds to leverage best pricing with vendors. In a well-run DSO, dental supplies and lab combined should account for no more than 9% of revenue (depending on the amount of crown and bridge, orthodontics, implants, etc.) DSO’s and groups will work with their supply companies to develop a formulary which narrows down a list of items to order and the best pricing can be received on that new list of items. The Clinical Director will select a short list of the best laboratories that will provide competitive pricing and support that the dentists can utilize for their lab work. Of course, the procurement of goods and services for dental companies spans more than just supplies and labs – these are typically the two largest buckets when looking at COGS. Less sophisticated groups have failed to capitalize on these economies of scale through leveraged purchasing and give up significant value when looking to monetize their business.

PROCUREMENT

• Revenue Cycle Services Offered: Providing billing and collections supervision as well as the payment of all accounts and notes payable as and when the same become due and payable in accordance with their respective terms on behalf of Client, and with Client’s funds (there is no independent obligation of Contractor to anyone to make any payments except to the extent of the availability of Client funds).

• Operations Mission & Goals: One of the primary objectives of our operations team is to achieve efficiency and productivity within patient flow. This involves finding ways to create an unparalleled Patient experience all the while reducing coasts, minimizing waste and maximizing output. The Aligned Dental collective, where every department impacts and collaborates with Operations focuses on the following:
  • Production & Collections
  • Quality Management
  • Cost Control and Cost Reduction
  • Innovation and Continuous Improvement
  • Strategic Alignment
  • Patient Experience & Patient Satisfaction

• Operations Services Offered
  • Preparing statistical data and analysis of office operations.
  • Best Practice SOPs, Protocols and Systems
  • Providing business forms and advice on business procedures and systems.
  • Assisting Client in installing computer hardware and software and training the staff to utilize such computer hardware and software.
  • Providing consulting advice on improving office efficiency and productivity as well as establishing administrative controls to assure against theft.
  • EOD, EOM and EOY Process & Forms
  • Adjustments / Write-offs Approvals & Oversight
  • Patient Refund Protocol

• Aligned Dental Engagement
  • Aligned Dental and PA/OM Weekly Meetings
    • Office manager to report up to Regional Director of Operations – agenda provided to review upcoming production, collections, goals, and schedule.
    • Reporting on workplan progress, barriers and problem solving.
  • Monthly Team Meetings by Location
    • Agenda driven, focus to keep the team working as a cohesive unit to provide a high standard of care and an excellent patient experience.
    • Identify problems and create solution focused conversations.
    • Role play and training aligns with work plan initiatives.
    • RDO to cycle through these meetings and provide support.
  • Morning Huddle Meetings
  • Team prepares day prior – chart preps drive meeting.
  • Work proactively to focus on opportunities relevant to the day. Examples:
  • Emergency times
  • Same day dentistry availability
  • Outstanding treatment
  • Overdue hygiene
  • Outstanding balances
  • Insurance verification issues
  • This facilitates ad team driven approach to patient care
  • RDO daily reporting

Mission & Goals: The goal of Marketing is to analyze and streamline marketing systems and processes to build a powerful marketing and branding platform for both B2B and B2C needs while avoiding redundant processes and inflated ad spend. Initially, Aligned Dental’s Marketing support will evaluate processes and marketing technology will be vetted and audited based on ROI (ensuring efficient resources allocation). Marketing will focus on both organic and acquisition- related marketing opportunities as well as honing in on both effective internal and external marketing channels.

Marketing Services Offered:

• Providing marketing and advertising information and suggestions.
• Website Development
• Market Demographics
• Third-party Patient Confirmations & Marketing Guidance
• SEO & SEM Marketing Guidance
• Practice Reputation Management
• Customized Marketing Plan & Budget
• Recall & Reactivation Support
• Patient Forms Review
• Business Identity Kits
• Referral & Review Program Guidance
• Referral Source Tracking Mechanism
• In-house Discount Dental Plan Guidance
• Third-party Patient Financing Options & Setup