Practice Success Coaching

Our mission is simple: Help you make your practice more successful.

We engage with the practice to understand the challenges and goals. Based on a comprehensive evaluation we will provide the practice with a monthly coaching program tailored specifically to exceed the goals for success.


Learn effective scheduling techniques to stabilize and increase production. Following our best practices will enable the practice to help as many patients as possible in the most efficient manner.

New patient experience

Implement systems to enhance the new patient experience. This will increase average production and contribute more to overall practice profitability.

Case acceptance

Train your staff members to develop closer relationships with patients to instill confidence and trust in the practice. Once a foundation of trust has been established, case presentations are accepted more frequently.

Hygiene production

Coach your hygiene department to increase the hygiene and doctor production by training the staff in the areas of relationship building, patient education and case presentation.


Learn the best practice to improve net collections by optimizing the operational cash flow cycle from productions to collections.

Team building

Train the staff to align with the strategic goals, focus on better patient experience and embrace change for greater success.

Customization and setup

Setup and customize CareStack™ to meet the specific needs of the practice.

Data migration

Easily migrate clinical, financial and administrative data from existing systems.


Integrate CareStack™ with any other business critical systems used in the practice.


Train staff using onsite, remote and self-paced training programs delivered by expert trainers.


Integrated customer support to quickly diagnose and fix issues in the live environment.

Account management

Account managers monitor existing usage trends and guide practices towards better automation.