Dental Practice Audits
A thorough, independent audit of your billing and collections that uncovers missed claims, billing errors, and slow collections. Clear findings and an action plan land on your desk in two to three weeks.
Practice Audits
An audit is an independent review of your billing and collections, top to bottom. You learn what's working, what isn't, and what it's costing you.
A deep review of your practice's billing and collections. Pricing is based on the number of patients we cover during the audit, so you only pay for the review your practice actually needs. Findings and an action plan arrive within two to three weeks.
A smaller audit every month that catches problems while they're still inexpensive to fix. Your practice stays ahead, and a massive clean-up audit never becomes necessary.
How It Works
We talk through your practice, your concerns, and your goals. Every engagement starts with a free practice health evaluation.
Your quote is based on how many patients we'll be covering. No packages, no guesswork.
Your claims, collections, and processes are reviewed with 20 years of hands-on dental experience.
Within two to three weeks you get clear findings and practical next steps your team can act on.
From Our Team
We help dental practices uncover what they can't see.
Through comprehensive dental audits, we identify revenue leaks, workflow breakdowns, insurance inefficiencies, and operational risks that impact profitability and patient experience. Our goal isn't just to point out what's wrong—it's to provide practices with a clear, actionable roadmap to improve financial performance and create lasting operational success.
Our audits evaluate every stage of the revenue cycle, including insurance verification, treatment presentation, claim submission, collections, accounts receivable, appeals, and front office workflows. By taking a comprehensive view of practice operations, we help teams discover missed opportunities, strengthen accountability, and build systems that support sustainable growth.
Every audit concludes with a customized action plan that prioritizes the highest-impact improvements, equips teams with practical solutions, and provides leadership with the clarity needed to make confident business decisions.
Whether your practice is experiencing declining collections, aging accounts receivable, workflow inconsistencies, or simply wants to optimize performance, we provide the insight and strategy to help you move forward with confidence.
Because the healthiest dental practices aren't built by chance—they're built through clarity, accountability, and continuous improvement.
Expertise
An independent, top-to-bottom review of your billing and collections that shows you exactly where revenue is slipping.
Empower your team with a dental coach to help systemize processes.
Client Perspective
Lisa is an incredible partner to work with. We have added her services to help with our dental practice, Erickson Dental, as we looked to understand why our AR was growing. We have been able to clean up processes, and really assess past due. She is wonderful with the patients and helping us to stay on track! Very grateful to have her as a trusted partner!
Teressa Erickson – Erickson DentalLisa helped our practice grow and really helped streamline our AR! Highly recommend!
Limestone Pediatric DentistryLisa is amazing and so are her trainings! Her dental experience and extensive knowledge have given us tons of tools and tips to make our office super efficient. Lisa has energized our team and brought new life to the practice. My only regret is that we didn't do this sooner.
Dr. Sabrina Nassar