Your Clear Path to Insurance Independence

We’ve simplified the process into three proven steps so you can drop low-paying insurance plans without losing control of your practice or patients.

What Is Your Write Off Percentage?

How We Work With You

As a partner in this transition, we will be equally invested as you in attaining the results you desire. This is what we will provide:

  • Comprehensive Insurance Fee Analysis 

  • One on One Verbiage Coaching for Front Desk Team Members and Doctor (Personalized Scripting)

  • Sharing Ideal Tactics on Attracting and Retaining a Quality Team

  • Implementing Systems for a FFS Office

  • Strategies to Building an Organized Team and Office

  • Plan of Action Tailored to Your Timeline

Areas of Focus

Insurance Analysis & Strategy

Transitioning to a fee-for-service model begins with understanding your current insurance landscape. A data-driven approach helps ensure you're making informed, strategic decisions.

Key Focus Areas:

• Insurance Participation Review: Analyze current insurance plans and associated write-off percentages.
• Revenue Breakdown: Calculate the percentage of total revenue generated by each plan.

• Plan Prioritization: Identify which insurance plans to eliminate first based on profitability and patient base.


Risk Assessment: Evaluate the potential impact of dropping each plan, including patient retention and revenue shifts.

Effective Scripting & Communication

Clear, confident communication is essential during the transition to a FFS model. Your team must be prepared to handle patient questions and concerns with consistency and professionalism.

Key Focus Areas:

• New Patient Scripting: Create compelling, transparent messaging for prospective patients.
• Front Desk Phone Training: Equip front office staff with scripts and strategies to communicate changes effectively.
• Patient Retention Messaging: Train the team on how to explain the transition to existing patients with empathy and clarity.

• Doctor Case Presentation: Strengthen treatment planning and presentation skills to support increased case acceptance without insurance dependency.

Systems Implementation

A successful FFS practice relies on systems that support both operational efficiency and financial clarity. These systems ensure patients understand expectations and processes from the start.

Key Focus Areas:

• Confirmation Systems: Streamline appointment reminders and confirmations.
• Cancellation & No-Show Policy: Create, implement and enforce a structured policy to reduce lost time.
• Financial Systems:
• Introduce the Financial Waterfall to guide financial conversations.

• Develop an in-house Membership Plan to enhance affordability and retention.

Organizational Support

Your internal operations and team culture are critical to maintaining a strong FFS model. Leadership, accountability, and staff alignment must be established prior to the transition and beyond.

Key Focus Areas:

• Performance Tracking: Monitor key metrics and KPIs to measure success and guide decision-making.
• Structured Meetings: Implement a consistent meeting rhythm as needed
• Team Accountability: Establish clear roles, expectations, and performance standards.

• Hiring & Team Building: Create a hiring process that identifies aligned, growth-minded team members and supports long-term success.

Areas of Focus

Insurance Analysis & Strategy

Transitioning to a fee-for-service model begins with understanding your current insurance landscape. A data-driven approach helps ensure you're making informed, strategic decisions.

Key Focus Areas:

• Insurance Participation Review: Analyze current insurance plans and associated write-off percentages.
• Revenue Breakdown: Calculate the percentage of total revenue generated by each plan.

• Plan Prioritization: Identify which insurance plans to eliminate first based on profitability and patient base.


Risk Assessment: Evaluate the potential impact of dropping each plan, including patient retention and revenue shifts.

Effective Scripting & Communication

Clear, confident communication is essential during the transition to a FFS model. Your team must be prepared to handle patient questions and concerns with consistency and professionalism.

Key Focus Areas:

• New Patient Scripting: Create compelling, transparent messaging for prospective patients.
• Front Desk Phone Training: Equip front office staff with scripts and strategies to communicate changes effectively.
• Patient Retention Messaging: Train the team on how to explain the transition to existing patients with empathy and clarity.

• Doctor Case Presentation: Strengthen treatment planning and presentation skills to support increased case acceptance without insurance dependency.

Systems Implementation

A successful FFS practice relies on systems that support both operational efficiency and financial clarity. These systems ensure patients understand expectations and processes from the start.

Key Focus Areas:

• Confirmation Systems: Streamline appointment reminders and confirmations.
• Cancellation & No-Show Policy: Create, implement and enforce a structured policy to reduce lost time.
• Financial Systems:
• Introduce the Financial Waterfall to guide financial conversations.

• Develop an in-house Membership Plan to enhance affordability and retention.

Organizational Support

Your internal operations and team culture are critical to maintaining a strong FFS model. Leadership, accountability, and staff alignment must be established prior to the transition and beyond.

Key Focus Areas:

• Performance Tracking: Monitor key metrics and KPIs to measure success and guide decision-making.
• Structured Meetings: Implement a consistent meeting rhythm as needed
• Team Accountability: Establish clear roles, expectations, and performance standards.

• Hiring & Team Building: Create a hiring process that identifies aligned, growth-minded team members and supports long-term success.

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