In this eye-opening episode, Sandy digs into one of the most overlooked contributors to rising accounts receivable (AR) in dental practices—abandoning mailed statements too soon.

You may be emailing and texting patients about balances, but do you actually know how many patients you're reaching? Sandy breaks down the data and shares real stats from dental dashboards, showing that many practices have incomplete contact info for 20–40% of their patients—and it’s costing them tens of thousands.

Whether your AR is creeping past $100,000 or you’re trying to build a smarter collection system, this episode will help you understand the risks of relying too heavily on tech—and how to create a system that actually works.

You’ll learn how to:

✅ Evaluate how many patient emails and cell numbers are actually in your system
✅ Set up a multi-step system for statements that includes email, text, and physical mail
✅ Use dashboards like Practice by Numbers to track and improve your data
✅ Minimize collection delays by acting faster and smarter—not cheaper
✅ Understand the real cost of “saving 60 cents” on postage

📓 Listener Challenge:
Pull your AR report. Look at your 30-, 60-, and 90-day buckets. Then audit your system—do you know how many patients are unreachable by email or text?

👉 Most practices don’t have complete contact data—and don’t realize it
👉 Text-to-pay consistently performs better than email-based statements
👉 Mailing a statement isn’t outdated—it's often necessary to get paid
👉 AR doesn’t shrink itself; assign ownership and follow a consistent process
👉 The longer you wait, the harder it is to collect—act at 30 days, not 90

📞 Mango Voice – Smart, reliable phone systems designed for dental practices. Learn more at mangovoice.com

📣 Identity Dental Marketing – Get strategic, ethical, and conversion-driven marketing from the pros who care. Visit identitydental.com

🦷 Plan Forward – Membership plans made simple for dental teams. Learn more at planforward.io

📲 Join the conversation!
What’s working (or failing) in your AR process? Share your experiences inside our Dental Drill Bits Facebook Group—we’d love to hear from you, and you might be featured in a future episode!

What if your marketing isn’t the problem—but your expectations are? In this episode, Dana and Sandy welcome Grace Rizza, the powerhouse behind Identity Dental Marketing, to break down why most dental campaigns fall flat—and what actually works. From unethical agencies to underfunded ad budgets, Grace unpacks the truth most marketers won’t say out loud.

If you've ever felt burned by a marketing agency, overwhelmed as a startup, or scared to go fee-for-service—this one’s for you.

You’ll learn how to:

✅ Spot the difference between strategic marketing and expensive guesswork
✅ Avoid wasting thousands on low-quality leads and poor conversion
✅ Set realistic expectations for Google Ads and SEO
✅ Know when your marketing isn’t the problem—your front desk is
✅ Confidently budget and brand your way to sustainable growth

📓 Listener Challenge:
Review your last 6 months of new patient numbers. Are you tracking the right data? Is your marketing converting—or just collecting clicks?

👉 You can’t market your way out of bad conversion. Start with honest analysis.
👉 Dabbling in ads (like $1,000/month on Google) is worse than doing nothing.
👉 Fee-for-service practices need stronger branding, not just lead generation.
👉 Your front desk is your filter—train them or waste your marketing dollars.
👉 Success starts with realistic expectations and total ownership of your results.

📣 Identity Dental Marketing – Strategic, ethical, brand-aligned marketing that works. Learn more at identitydental.com

🦷 Plan Forward – Build and grow a profitable dental membership plan with ease. Learn more at planforward.io

📲 Join the conversation!
What marketing myths have you had to unlearn? Share your experience in the Dental Drill Bits Facebook Group—we may feature your insight in a future episode!

Hiring is never just about plugging a hole. It’s a strategic leadership move—and when rushed or mismanaged, it can quietly sabotage your entire practice.

In Part 2 of the Hiring Series, Dana and Sandy dive deep into what happens between identifying a hiring need and getting the green light to bring someone on board. From pecking orders to prep work, leadership courage to legal compliance, they unpack everything you should have in place before you hit “post job ad.”

They also share formulas and benchmarks to help you bring data—not just emotion—into your hiring decisions. Because the right people in the right seats don’t just ease stress... they build your business.

You’ll learn how to:

✅ Calculate attrition rate and turnover cost
✅ Know when leadership is lagging—and how to step up
✅ Use team dynamics and KPIs to confirm true staffing needs
✅ Spot red flags in candidates and existing team members
✅ Make confident decisions about who to keep, who to lose, and when to act fast

📓 Listener challenge: Pull out your team’s job descriptions and update them. Is everyone clear on their seat, their duties, and how success is measured?

Key takeaways:

• Hiring starts with leadership. Don’t outsource what only you can model.

• Don’t ignore the front office. Patient flow is the clearest indicator you need more hands.

• Attrition above 25% is a red flag. Act on it, don’t ignore it.

• Turnover costs average 30% of annual salary. Every rushed hire costs more than you think.

• You must always accept resumes. Train your team and stay compliant.

🔊 Special thanks to our sponsors:

📣 Identity Dental Marketing – The industry’s go-to for branding, SEO, and growth. Discover how they can elevate your practice at identitydental.com

🦷 Plan Forward – Simplify and grow your dental membership plans with ease. Learn more at planforward.io

📲 Join the conversation!
What formulas or hiring benchmarks have helped you lead with confidence? Post your insights in the Dental Drill Bits Facebook Group. Your input might be featured in a future episode!

A growing team sounds like success, but adding the wrong hire too soon can wreck morale, raise overhead, and increase chaos.

In this kickoff to the Hiring Series, Dana and Sandy break down how to assess whether your practice truly needs to hire or if it’s time to get serious about systems, training, and communication first. They walk through real-world scenarios (yes, including a team walking out!) and offer tools to help you make strategic hiring decisions instead of emotional ones.

You’ll learn how to:

✅ Recognize signs of burnout and bottlenecks
✅ Use patient flow (not just production) to assess staffing needs
✅ Perform a job analysis to refine roles before hiring
✅ Outsource strategically while maintaining quality
✅ Avoid hiring when your culture or patient satisfaction is already suffering

📓 Listener challenge: Revisit your job descriptions and KPIs before you write that job ad. Is your team really at capacity, or just undertrained?

Key takeaways:

• Burnout often stems from broken systems, not just headcount

• Patient flow—not production, is the best indicator for front desk staffing

• Don’t hire to “fix” a bad culture—address team satisfaction first

• Smart outsourcing (like billing or insurance verification) can bridge the gap

• A great team member might be hiding in plain sight—they just need training

🔊 Special thanks to our sponsors:
🦷 Plan Forward – Simplify and grow your dental membership plans with ease. Learn more at planforward.io

📣 Identity Dental Marketing – The industry’s go-to for branding, SEO, and growth. Discover how they can elevate your practice at identitydental.com

📲 Join the conversation!
What signs tell you it’s time to hire—or not? Post your thoughts in the Dental Drill Bits Facebook Group, and we just might cover them in our next episode!

A dental team without effective meetings is like a GPS with no signal—lost, frustrated, and going in circles.

In this episode, Dana and Sandy dive into the often-overlooked power of consistent, structured team meetings. From setting agendas and reviewing stats to celebrating birthdays and avoiding gum-chewing drama, they lay out the exact formula for turning “just another meeting” into a high-impact tool for team alignment, accountability, and growth.

This episode is inspired by a post in the Dental Drill Bits Facebook Group (thanks, Heather!), and it answers all your questions about frequency, timing, food, and how to keep the meeting professional without turning it into a complaint fest.

You’ll learn how to:

✅ Build consistency and trust through regular meetings
✅ Set a professional tone that encourages open communication
✅ Use stats to manage without micromanaging
✅ Create a clear agenda that respects everyone’s time
✅ Avoid common traps—like canceling because “one person’s out”

📓 Listener challenge: Pull out your calendar and mark team meetings for the rest of the year. Pro tip—choose the first Thursday (or another set day) of each month and make it a tradition!

Key takeaways:

• Your calendar is your culture—pre-schedule meetings 12 months in advance.

• A great meeting starts with a plan, ends with accountability, and includes a little cake.

• Never use meetings to discipline—address policy violations 1-on-1.

• A facilitator keeps meetings on time and on topic.

• Phones off the table. Literally.

• Celebrating wins builds trust; structure builds momentum.

🔊 Special thanks to our sponsors:
🦷 Plan Forward – Simplify and grow your dental membership plans with ease. Learn more at planforward.io
📣 Identity Dental Marketing – The industry’s go-to for branding, SEO, and growth. Discover how they can elevate your practice at identitydental.com

📲 Join the conversation!
How do you run staff meetings at your office? Share your best tips or horror stories inside the Dental Drill Bits Facebook Group—we might just feature it in an upcoming episode!

You can have the best marketing strategy in the world, but if your phone skills are lacking, patients will walk. In this episode, Dana and Sandy get real about what happens when dental teams unknowingly drive callers away with poor phone habits, disconnection, or defaulting to “no.”

They walk through mystery shopper call examples, red-flag language to avoid, and the mindset shift every front desk team member needs to convert, not repel, new patients.

This one’s packed with real talk, laugh-out-loud stories, and practical ways to be the cheerleader your practice needs.

You’ll learn how to:

✅ Build rapport in the first 7 seconds of a call
✅ Ask the right questions during discovery
✅ Avoid “no” language and still set boundaries
✅ Take control of the appointment conversation
✅ End calls in a way that reduces broken appointments

📓 Listener challenge: Call your own office or listen to a recorded call (if legal in your state). Would you schedule an appointment based on how it sounds?

Key takeaways:

• Your marketing dollars are wasted if your phone skills don’t back it up.

• “Unfortunately” and “Sorry” are red flags—replace them with warmth and guidance.

• Patients don’t want homework. Take the lead, get their name and number first.

• Schedule with confidence. Too many options = confusion.

• A cheerful, confident voice beats fancy scripts every time.

🔊 Special thanks to our sponsors:
🦷 Plan Forward – Simplify and grow your dental membership plans with ease. Learn more at planforward.io
📣 Identity Dental Marketing – The industry’s go-to for branding, SEO, and growth. Discover how they can elevate your practice at identitydental.com

📲 Join the conversation!
Drop your favorite phone call tip or share a “worst call ever” moment in the Dental Drill Bits Facebook Group—your post could inspire our next episode!

Let me know if you’d like a shortened version for social, or if this episode will also be linked to a specific event or download!

We’re diving into a topic that separates struggling practices from high-performing ones—your front desk metrics. Dana and Sandy break down the most important KPIs your admin team should be tracking daily, weekly, and monthly. Spoiler alert: if you’re not measuring it, you can’t manage it!

Whether you're brand new to tracking stats or need a refresh to re-energize your team, this episode gives you simple, actionable ways to bring structure and accountability to your schedule, collections, and patient flow.

You’ll learn how to:

✅ Track leading and lagging indicators
✅ Set realistic goals that don’t overwhelm your team
✅ Empower employees to “own” their numbers
✅ Reduce cancellations and no-shows
✅ Create a consistent system for growth—without expensive software

📓 Listener challenge: Grab a notepad (or your phone) and follow along as Sandy walks through the 10 KPIs that every dental front desk should be tracking.

Key takeaways:

• What gets measured gets managed.

• Metrics don’t remove the human touch—they improve it.

• New patients, calls out, and appointment conversion rates matter just as much as production.

• Use a physical binder to track schedule changes and spot patterns at a glance.

• Sharing goals consistently (not just when things go wrong) builds morale and accountability.

🔊 Special thanks to our sponsors:
🦷 Plan Forward – Simplify and grow your dental membership plans with ease. Learn more at planforward.io
📣 Identity Dental Marketing – The industry’s go-to for branding, SEO, and growth. Discover how they can elevate your practice at identitydental.com
📞 Mango Voice – Smart, reliable phone systems designed for dental practices. Learn more at mangovoice.com

📲 Join the conversation!
Share your favorite KPI or ask a practice management question in the Dental Drill Bits Facebook Group — your question might inspire our next episode!

Membership Plans That Work: What Compliance Really Looks Like

Dental membership plans aren’t new—but compliance around them is becoming more critical than ever. In this episode of Dental Drill Bits, Sandy and Dana are joined by Jane Levy, Co-founder and CEO of Plan Forward, to uncover how in-house dental plans can boost treatment acceptance, increase loyalty, and help practices navigate the complex world of legal compliance.

They discuss real-world misconceptions, why membership plans aren’t just for fee-for-service practices, and how the right tools (and the right vendor) make all the difference. Jane also shares exciting KPIs from real clients and explains how Plan Forward’s intuitive software puts your membership program on autopilot.

If you’ve been manually managing your plan—or wondering if one is worth the trouble—this conversation will change the way you look at in-house dental membership.

In This Episode You’ll Learn How To:

1. Boost Production: Find out how these plans can increase practice revenue by getting patients to say “yes” to treatment and cancel less.
2. Keep Patients Coming Back: Learn the secret to turning patients into loyal members & an integral part of your dental community.
3. Kiss No-Shows Goodbye: Hear how membership cuts down on those missed appointments, making your day less stressful.
4. Make Life Easier: Get the scoop on Plan Forward’s easy-to-use software that handles payments, renewals, and is compliant with state regulations.
5. Break Free from Insurance: Discover how to ditch PPOs and stand out when only 20–25% of practices are doing this.

Upcoming Event:
Front Desk Pro – Chicago
August 1, 2025
Use promo code SECRETSAUCE (capital S in Secret and Sauce) to save $100 per person
Seats are limited and these events always sell out!

Thank You to Our Sponsors:

Plan Forward
Plan Forward makes membership plans easy. Their revolutionary platform helps you grow your dental practice, improve patient loyalty, and create predictable recurring revenue. Learn more at planforward.io.

Identity Dental Marketing
Your marketing firm should tell you who’s landing on your website and what they’re doing there. Identity Dental Marketing does that—and more. From website strategy to SEO and patient attraction systems, they help you grow smart and stay visible. Explore at identitydental.com.

Mango Voice
Mango Voice is a cloud-based phone system built for dental offices. It’s packed with smart features that help your front desk perform at its best—from call recording and routing to texting and integrations. See it in action at mangovoice.com.

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