Consulting Services

Frustrated with Insurance? 

Every office is in need of assistance from time to time.  Colleen can offer a variety of options to fit your needs. Her years as a Practice Administrator have given her the experience you need to make your team top notch.  Many managers do not have time in their day to train while continuing to run the practice efficiently.  

  • Do you have AR that is getting out of control?
  • Having trouble getting insurance to pay?
  • New Hire that needs to be trained in Dental Insurance?  Experienced insurance coordinators that need to brush up on their skills?

We can handle all of that and more…



  • Reach out for a free 15-30 minute phone (or in person if local) consultation to assess your practices direct needs.
  • Customized plan and proposal to fit you budget and office needs.
  • One time clean up or continual monitoring-we will customize to your needs.


  • Training can range from a new hire with no dental background to a new team member with years of experience who you want to hone their Dental Insurance or Accounts receivable skills. Let Colleen utilize her knowledge to train your new hire.
  • Assessment of experienced new hires to see where they will fit best on your team.


  • Your front office team learn clinical terms and enough to be able to help educate the patients.  The same should be true in reverse.  With a basic knowledge it will help to make sure work is not started that cannot be paid or correct x-rays and charting are done.


  • Unsure of what rules your office needs to follow?
  • Not sure what training is needed each year for your team?
  • Does your office need a protocol in place?

This training will take your new practice administrator through this and more.

With over 20+ years as a Practice Administrator from Multi-location practices, all the way to Startups. I can provide training and share my best practices to make your office run smoothly and have a happy and productive team.

Consulting Packages:


  • 3-day initial onsite full team training
  • Weekly training (45 mins-1 hour)
  • Quarterly onsite visits and training. 2-3 days on site depending on need.
  • Additional monthly call with doctor as requested
  • Insurance systems set up- protocols customized to office.


  • 3-day initial onsite full team training
  • Weekly training: 45 mins-1 hour.  This includes follow up to need and implementation of trainings.
  • Bi-annual onsite visits and training. 2-3 days on site depending on need.





  • 1-day onsite full team training
  • Weekly training w/ follow up (45min-1 hour)
  • On site visits priced per visit.
  • Additional trainings al la carte






    Colleen will spend the day observing your current processes along with getting to know your team. This day allows her to customize the training to your office needs.

    This is a day without patients.

    • Full team training for 3 hours: This will provide a basic understanding as to the role insurance play in the practice along with helping the clinical team to understand what is needed from them for insurance to pay for the work that is done.
    • Admin team training for the rest of the day.
      • This will include but not be limited to:
        • Best practices to obtain a breakdown
        • EOB’s – How to understand them
        • Denials – How to avoid them

    This day is dedicated to implementation of what has been learned.

    Customized training to assist in making the systems work for your office. Ideally this is a day without patients also.

    • Determine systems of accountability and responsibility
    • Practice insurance breakdowns
    • Begin set up of systems for Insurance verifications

      Typical in-person training includes (but is not limited to):

      • Dental Codes
      • How to obtain an accurate insurance breakdown
      • EOB’s-what to write off/what to fight for
      • Treatment plans- how to present with confidence
      • Systems of checks and balances
      • Analysis of dental plans
      • Production/collection reports training
      • AR assistance
      • EFT set up and training
        • Included in all above training will be verbiage to assist in speaking to patients regarding treatment as well as cost.
        • Additional training may be added as we go based on need.

          A La Carte Services

          Handoff Training
          Morning Huddle Training
          EFT Setup
          Insurance Plans Analysis*

          *Colleen will conduct an audit and analysis of your current dental plans to determine which plans are productive. After analysis, she will give recommendations on which plans to keep and what plans may be best to drop participation.


            • Accounts receivable review
            • After a review of your AR, we will determine the best approach for your practice.
            • Recommendations on how to clean up outstanding insurance claims along with AR and statement billing.
            Colleen can do full day/half day training for your full team. Everyone on your teams needs a full understanding of insurances the same as they do the basic clinical explanations of the work being done.