Insurance Untangled

Beyond Insurance: The Hidden Habits and Systems That Protect Your Practice's Profitability

54 min · Gestern
Episode Beyond Insurance: The Hidden Habits and Systems That Protect Your Practice's Profitability Cover

Beschreibung

Why do some dental practices grow into successful multi-location groups while others struggle to scale beyond a second office? In this episode of the Insurance Untangled Podcast, host Don Adeesha sits down with Courtney Staiger, CFE, to explore one of the most overlooked threats facing dental practices today: fraud, embezzlement, and financial vulnerabilities hiding in plain sight. Drawing from her experience investigating fraud and helping businesses strengthen internal controls, Courtney shares the warning signs practice owners often miss, why trust alone is never a financial strategy, and the systems every practice should have in place to protect revenue and reduce risk. The conversation dives into common embezzlement schemes, the importance of segregation of duties, how to identify red flags before they become costly problems, and practical steps dental leaders can take to create a culture of accountability without damaging team trust. Whether you're a solo practice owner, managing multiple locations, or preparing for future growth, this episode offers valuable insights into protecting the business you've worked so hard to build. Topics discussed include: • Common fraud and embezzlement schemes in dental practices • Warning signs owners and managers often overlook • Why internal controls matter, even in close-knit teams • Creating accountability without creating distrust • Financial safeguards every growing practice should implement • The role of leadership in reducing organizational risk • Practical steps to protect revenue and strengthen operations Connect with Courtney Staiger: LinkedIn: Courtney Staiger, CFE Insurance Untangled is dedicated to helping dental practice owners navigate growth, operations, leadership, marketing, and profitability through conversations with industry experts and successful practice leaders.

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139 Folgen

Episode Beyond Insurance: The Hidden Habits and Systems That Protect Your Practice's Profitability Cover

Beyond Insurance: The Hidden Habits and Systems That Protect Your Practice's Profitability

Why do some dental practices grow into successful multi-location groups while others struggle to scale beyond a second office? In this episode of the Insurance Untangled Podcast, host Don Adeesha sits down with Courtney Staiger, CFE, to explore one of the most overlooked threats facing dental practices today: fraud, embezzlement, and financial vulnerabilities hiding in plain sight. Drawing from her experience investigating fraud and helping businesses strengthen internal controls, Courtney shares the warning signs practice owners often miss, why trust alone is never a financial strategy, and the systems every practice should have in place to protect revenue and reduce risk. The conversation dives into common embezzlement schemes, the importance of segregation of duties, how to identify red flags before they become costly problems, and practical steps dental leaders can take to create a culture of accountability without damaging team trust. Whether you're a solo practice owner, managing multiple locations, or preparing for future growth, this episode offers valuable insights into protecting the business you've worked so hard to build. Topics discussed include: • Common fraud and embezzlement schemes in dental practices • Warning signs owners and managers often overlook • Why internal controls matter, even in close-knit teams • Creating accountability without creating distrust • Financial safeguards every growing practice should implement • The role of leadership in reducing organizational risk • Practical steps to protect revenue and strengthen operations Connect with Courtney Staiger: LinkedIn: Courtney Staiger, CFE Insurance Untangled is dedicated to helping dental practice owners navigate growth, operations, leadership, marketing, and profitability through conversations with industry experts and successful practice leaders.

Gestern54 min
Episode How Do Successful Dental Groups Run on Data? The KPIs, Metrics, and Operations Behind Profitable DSOs Cover

How Do Successful Dental Groups Run on Data? The KPIs, Metrics, and Operations Behind Profitable DSOs

When a dental practice grows beyond one location, the things that used to live in your head suddenly need systems, dashboards, and clean data behind them. Without that foundation, growth slows, problems hide longer, and decisions get made on instinct instead of insight. In this episode of the Insurance Untangled Podcast, host Don Adeesha sits down with Vincent Cardillo, founder of Mava Dental Advisors and a 25+ year veteran in scaling dental service organizations. Vincent led one group to #14 on the Inc. 500 list with 12,896% growth, and today he provides outsourced C-suite services to emerging dental groups through Mava and their proprietary performance platform, Pronto. Don and Vincent unpack what actually changes when a single practice becomes a group, why most owners struggle with the same five gaps (org chart, accountability, SOPs, training, and numbers), and how to coach yourself out of the "I'll just do it myself" trap. Vincent also breaks down the four KPI buckets every group should be tracking — financial, operational, clinical, and culture — and shares a powerful insight: focusing on just two metrics (missed calls and percentage of new patient calls booked) can grow your new patient count by 20% in three months without spending another dollar on marketing. In this episode, you'll learn: * The five biggest operational gaps owners hit when scaling from one to multiple locations * Why promoting your most loyal team member into management can backfire — and how to handle it * How to have the honest "what do you really want?" conversation with long-tenured staff * The four KPI buckets every dental group should track (financial, operational, clinical, culture) * The two metrics that can lift new patient numbers 20% in 90 days * Why benchmarks matter more than dashboards * How data-driven groups build the confidence to open practice #2

28. Mai 202632 min
Episode Are Your PPO Fees Costing You Thousands in 2026? How to Negotiate and Take Back Control Cover

Are Your PPO Fees Costing You Thousands in 2026? How to Negotiate and Take Back Control

In this episode of Insurance Untangled, hosts Ben Tuinei and Tessina Bullock dive into one of the most overlooked revenue opportunities for dental practices: PPO fee negotiations. Many practices assume insurance reimbursements are fixed, but Ben and Tessina explain why that is not always the case. They discuss why practices often avoid negotiations, how to prepare before approaching insurance companies, and what data matters most when evaluating PPO relationships. You'll learn why knowing your office fees, tracking write-offs, understanding plan profitability, and building leverage are essential steps toward improving reimbursements. Even small fee increases can create a major financial impact over time, especially for practices that remain in-network. This episode is a practical, straight-to-the-point conversation for dental teams looking to take more control of their insurance relationships and stop leaving revenue on the table. Topics covered include: * Why many dental practices delay or avoid PPO negotiations * Whether insurance companies really negotiate fees * How to prepare your data before starting the negotiation process * The importance of tracking write-offs and plan profitability * Why small reimbursement increases can make a big difference * Key takeaways for practices ready to start negotiating For more resources, visit Insuranceuntangled.com

21. Mai 202614 min