McKenzie Management REALIZE YOUR TRUE POTENTIAL. Providing Success-Proven Dental Management Solutions for over 30 years

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1 McKezie Maagemet Providig Success-Prove Detal Maagemet Solutios for over 30 years REALIZE YOUR TRUE POTENTIAL

2 With over 30 Years of helpig detists reach their ow Visios of Success, we are i a uique positio to help you make the most of your practice. Sally McKezie, CEO ckezie Maagemet is oe of the atio s leadig detal maagemet ad practice developmet cosultig firms headquartered i La Jolla, CA. Workig o-site with detists across the U. S. ad Caada sice 1980, McKezie Maagemet provides kowledge, guidace ad persoalized systems that have propelled thousads of geeral ad specialty practices to realize their potetial ad reach their ow visios of success. We uderstad that hirig a maagemet compay is a big decisio. I order for you ad us to be successful.it s very importat that we have a clear uderstadig of your goals ad objectives for practice improvemet. Perhaps you wat to make more moey. Maybe you would like to work more or possibly you would like to have the flexibility to take more time off. Possibly you are seekig more cotrol over your schedule, your team, or your fiaces. Or perhaps what you really wat is less stress. Maybe you just have a feelig that somethig is t right or you are ot ejoyig detistry as much as you oce did. Possibly you are cosiderig some major chages such as a ew locatio or brigig o a associate or a parter. All of these are valid reasos to cosider hirig a maagemet compay. You your desires ad your goals are importat to us.

3 Choices. They are the luxury ad ofte the burde of ruig a practice. You ca choose to create the ideal team, or you ca settle for less. You ca cotiue to provide patiets the care they eed, or you ca explore what they truly wat as well. You ca accept a practice that is doig okay, or you ca choose to build a practice that is thrivig beyod your greatest expectatios. The choice, of course, is yours. Should you choose to pursue the opportuities that are awaitig your practice, I hope you will cosider McKezie Maagemet. For more tha 30 years we ve bee settig ourselves apart from other cosultig firms by providig a full array of truly excellet cosultig services, some of which are outlied i this brochure. But do t take my word for it, tur the pages ad read how other detists, just like you, chose to build a better practice, detists who chose to realize the dream that they ever let go of, ad detists who chose to ejoy a career that held opportuities beyod their wildest imagiatio. The visit our website, to lear more about McKezie Maagemet s may programs ad services. Ad, if you would like, cotact me persoally. I m happy to aswer your questios or just sped some time talkig with you about your practice. Here to help, Sally McKezie, CEO

4 Cosultig Coachig Programs Busiess Operatios Cosultig Coachig Program Desiged to help you to get the most out of work ad life at every stage i your career. We provide Cosultig Coachig to detal practices across the spectrum...from the multimillio dollar, multi-doctor office to the small family practice...from geeral detists to specialists...from the fee-for-service office to the maaged care practice...from the solo practitioers to the multiple locatio group practices. Each specifically desiged Program is tailored to give you more of whatever it is you are lookig for i your practice more time, more moey, more efficiecy, peace of mid ad above all else, excellet results. McKezie Maagemet s most sought after Cosultig Coachig Program focuses o the Busiess Operatios of your practice. It ca be structured i two differet ways to meet your idividual practice eeds ad professioal desires, the Oe-Year Busiess Operatios Program or the Six-Moth Busiess Operatios Program. THE ONE-YEAR PROGRAM Icludes two, oe-week, o-site visits by your persoal cosultat six moths apart. Over 20 busiess systems are aalyzed for quality, customer service, ad time ad motio efficiecy. Your persoal cosultat works directly with you ad your team o implemetatio of evidece-based recommedatios ad traiig. I additio, you receive o-goig telephoe ad support as well as mothly statistical data reportig o the systems outcome for 12 moths. Your customized pla of actio is based o the socio-ecoomics of your patiets, your persoality type, geographical locatio of the practice ad your visio of success. 20 Busiess Systems Aalyzed 2 Weeks I Your Office 12 Moths Support Follow Up Mothly Statistical Data Reportig Evidece-Based Recommedatios Customized Pla of Actio 16 AGD/PACE CE Credits Additioal mothly o-site visits available THE SIX-MONTH PROGRAM Icludes a oe-week, o-site visit by your persoal cosultat. 10 busiess systems, determied by you ad your cosultat, are aalyzed based o your cocers, issues ad objectives. A pla of actio is developed for improvemet workig directly with you ad your team i implemetatio ad traiig durig the week. Ogoig telephoe ad support as well as mothly statistical data reportig is provided for six moths. 10 Busiess Systems Aalyzed 1 Week I Your Office 6 Moths Support Follow Up Mothly Statistical Data Reportig Evidece-Based Recommedatios Customized Pla of Actio 8 AGD/PACE CE Credits Additioal mothly o-site visits available View A Complete Offerig of McKezie Maagemet s Busiess Operatios Program at Providig Success-Prove Detal Maagemet Solutios for over 30 years

5 McKezie Maagemet s Most Sought After Program O ur success-prove methodologies provide you with evidece-based fidigs, idetifyig stregths, weakesses ad opportuities for improvemet of each system. We develop a customized Strategic Actio Pla for you ad your team, ad provide implemetatio traiig to begi the pla ad follow-up support to keep you o track. Each segmet of your practice, icluded i our program, will be aalyzed for maximum efficiecy, quality, productivity, ad customer service. We will ot oly advise you o your preset situatio, but also o the future growth of your practice. O-goig mothly support, specialized hads-o traiig ad mothly paymet optios upo approval are available. Hirig McKezie Maagemet was the fastest ad most cost-effective way for me to achieve the results I wated. I chose them because of their thirty years of detal maagemet experiece. They have doe the research ad see the mistakes ad successes of my peers ad that gave me a advatage of overcomig the frustratig trial ad error of tryig to do it o my ow. Their kowledge, expertise ad carig has helped me to realize the kid of practice that I evisioed. Customized To Your Visio BUSINESS OPERATIONAL SYSTEMS Reveue & Productio Schedulig Fiacial Arragemets Fee Schedule Review Isurace Hadlig Busiess Office Work Flow Treatmet Acceptace Hygiee Departmet Patiet Retetio Marketig Busiess Overhead/ Profitability Accouts Receivable Billig/Accout Collectios Team Maagemet Patiet Arrival ad Dismissal Patiet Base Job Descriptios New Patiets Commuicatios Itra-Office Commuicatio Tools O-Goig Support We Come To You ifo@mckeziemgmt.com

6 Cosultig Coachig Programs The Practice Assist Program If you feel your practice ad your team could use additioal oe-o-oe time with the McKezie experts, we also offer our Practice Assist Program that provides mothly o-site visits, telephoe support ad ulimited . For doctors who dislike the busiess ad maagemet aspects of ruig a practice, this is the perfect solutio. Your persoal McKezie Maagemet Cosultat/ Coach ucovers dormat reveue, creates a actio pla to capture the reveue, trais the team ad assists with the developmet of your practice busiess ad cliical protocols. Experiece shows that may detists ad teams lack the time, skill or desire to overcome obstacles ad realize hidde reveue opportuities. Our thirty years of assistig professioals allows you to sidestep the time cosumig, frustratig, ad expesive trial ad error method of practice maagemet. Your Cosultat/Coach will facilitate the practice ehacemet process ad fast track the road to results. The beefits to you are lowered stress, a well-maaged practice, ad icreased busiess parterig with you to maage the practice. It s like havig a professioal office maager without the employee liability. For more iformatio go to Detal Practice Purchase Acquisitio Evaluatio Assessig the future worth of a existig practice goes beyod the fixtures ad its curret productio. The Practice Evaluatio provides you with a practice s POTENTIAL reveue earig opportuities. The practice beig cosidered for purchase is evaluated for its stregths ad opportuities i the followig areas: Facility Marketig Reveue Opportuity Hygiee Cash Flow Ope Time Uscheduled Treatmet Patiet Retetio Strategic Plaig Staffig Fiacial Patiet Paymet Optios Comparative Fee Aalysis Demographic Profile For more iformatio go to Providig Success-Prove Detal Maagemet Solutios for over 30 years

7 PRACTICE Acquisitio Purchasig A Existig Practice? T he Practice Acquisitio Program is desiged to provide you with a smooth trasitio as the ew ower of the practice. We ll begi by teachig you what it takes to be a CEO of your ew detal busiess ad supportig you with telecoferece calls prior to your purchase to review your acquisitio progress. Oce you have acquired the practice, your cosultat/coach will supply you with the kowledge ad tools to isure your ew practice is reachig its full potetial. While you will be acquirig existig employees ad busiess operatioal systems, it is importat to itegrate your philosophy ad your visio. Your persoal cosultat/coach will come o-site shortly after your curret busiess acquisitio to aalyze operatios ad provide you with a comprehesive, evidece-based aalysis, step-bystep strategic Actio Pla, traiig/implemetatio ad support that will allow you to ot oly start out o the right path but to cotiuously improve throughout your career i some of the followig areas: Hygiee Departmet How to measure the success of your hygiee departmet. How to have a effective recall system that esures successful patiet retetio. Schedulig Effective schedulig. Cash Flow Billig, isurace, fiacial arragemets, accouts receivable. Cliical Effective treatmet pla presetatio. Patiet Records Record systems, treatmet progress documetatio, chartless. Telephoe Telephoe protocol. Marketig How to market ad brad yourself withi the commuity, develop ad keep your patiet base. Demographic Commuity Overview Report cosistig of 8 zip codes. Employees Iheritig existig employees seamlessly. Fees Comparative Fee Aalysis - report detailig the most ofte performed detal procedures compared to fees compiled for your zip code. Overhead - Expeses How to measure overhead i your practice. New Patiets New patiet protocol. Practice Maagemet Software Report geeratio that will beefit your growth. ADDITIONAL PROGRAM FEATURES Customized Implemetatio Traiig Maual 24 Cotiuig Educatio Credits Mothly statistical data reportig Parterig with McKezie Maagemet was the best! They helped me get fiacig for my ew practice, which icluded their expertise for my first year. Hoestly, I had o idea what I was doig. They helped through the acquisitio phase ad the after I got the keys they were there to help get the existig staff o board. I kew that gaiig the respect of the employees was ot goig to happe just because I siged their paycheck ow. My McKezie Coach wet over all the busiess operatios ad developed a pla that erolled them i the process, opeed up the lies of commuicatio ad leveled the playig field for me as the ewbie comig ito their world. We had our ew pla of actio ad the first year we icreased the productio by 23%! I have t worried oe secod about payig my loa! I have complete cofidece i myself as a busiess ower thaks to McKezie Maagemet! For a complete listig go to ifo@mckeziemgmt.com

8 Cosultig Coachig Programs PRACTICE Start-Up Startig A NEW Detal Practice? Startig a ew practice ca be fraught with tough decisios ad major axiety. But it ca also be the opportuity to make sure it s doe exactly the way you wat. Your McKezie Maagemet Coach will assist you from the iceptio to the completio of the buildig of your practice through your first year. We will assist you i developig a pla that will allow you to ot oly start out o the right path but to cotiuously improve throughout your career i some of the followig areas: Marketig Marketig ad bradig yourself withi the commuity to develop a patiet base Providig samples of brochures ad marketig pieces icludig workig closely with desigers ad pritig compaies (does ot iclude artwork, desig, or pritig costs) Review ad guidace with logo creatio ad web desig Developig ew patiet packets Discoverig your iche ad uderstadig your demographics Demographic Commuity Overview Report Employees Recruitig, hirig ad choosig the right persoality for the right job Traiig employees Coductig successful employee performace review Determiig how ad whe to termiate employees Delegatio techiques ad tips Creatig job descriptios Developig a persoel policy maual Fees How to set a fee schedule - whe to icrease fees Comparative Fee Aalysis - report detailig the most ofte performed detal procedures compared to fees compiled for your zip code Overhead - Expeses Measurig overhead i your practice Settig up a persoal expese sheet ad budget Keepig costs at idustry stadards Learig about your profit & loss report Uderstadig payig bills ad payroll Bookkeepig software ad accout set-up istructio New Patiets Developig ew patiet protocol Measurig ew patiet flow Techology/Computer Systems The idustry s computer systems review Report geeratio that will beefit your growth Iteret ivolvemet i systems Hygiee Departmet Hirig a hygieist Hygiee departmet expectatios Plaig for the future days of hygiee eeded per week Measurig the success of your hygiee departmet Developig a effective recall system for successful patiet retetio Schedulig Four types of effective schedulig from the begiig of your career to the most advaced ad kow whe to begi utilizig each type Cacellatios ad failures Cofirmatios Productio per hour Maximizig cliical efficiecy Office Desig What to look for i efficiet office desig How may treatmet rooms you will eed to start ad i the future Techology beefits Review of your ew office plas Cash Flow Billig procedures Isurace techiques to maximize patiet s beefits Effective isurace filig procedures Establishig a effective fiacial policy that ecourages patiets to buy-i to the treatmet you recommed Fiacial arragemet scripts Cliical Startig a ivetory cotrol system to cotrol detal supply costs The how, whe & why of treatmet plaig Effective treatmet pla presetatio Patiet Records Startig out paperless Telephoe Telephoe systems, lies, features Telephoe techiques to ehace patiet rapport For more iformatio go to Providig Success-Prove Detal Maagemet Solutios for over 30 years

9 McKezie Maagemet s Traiig Ceter Frot Office Masterig your schedule, to ehacig your verbal skills, to measurig system performace are just a few of the various detal busiess topics that are taught at this two-day extraordiary learig experiece. The curriculum is customized based o your existig or future job descriptio, tasks ad areas of system resposibility. This is NOT a classroom settig but oe-o-oe istructio. Traiig ca be doe i La Jolla, CA or Your City. Cash Flow Maagemet Isurace Fiacial Presetatios Patiet/Customer Service Verbal Skills Telephoe Techiques Systems Maagemet Recall Schedulig Office Maager / Admiistrator This two day busiess course is desiged for maagers that oversee hirig, firig, employee traiig, performace reviews ad key office policies ad procedures. This is NOT a classroom settig but oe-o-oe istructio. Traiig ca be doe i La Jolla, CA or Your City. The Busiess of Detistry Overhead Productio Objectives Staff Maagemet Recruitmet, Hirig, Dismissal Performace ad Salary Review Customized Traiig Oe-o-Oe Istructio La Jolla, CA or Your City Systems Maagemet - Watchig The Numbers Patiet Retetio Cash Flow Maagemet View Detailed Course Curriculums at ad click o Detal Traiig Ceter ifo@mckeziemgmt.com

10 McKezie Maagemet s Traiig Ceter Detist CEO Busiess Maagemet Traiig for Detists This two-day customized traiig program walks the detist ower step-by-step through the busiess operatioal systems of detistry. You ll leave with a thorough uderstadig of system objectives ad measuremets as well as effective huma resource maagemet techiques from reviews to determiig salary icreases to establishig accoutability. This is NOT a classroom settig but oe-o-oe istructio. Traiig ca be doe i La Jolla, CA or Your City. The Busiess of Detistry Overhead Productio Objectives Staff Maagemet Recruitmet, Hirig, Dismissal Performace ad Salary Review Systems Maagemet - Watchig The Numbers Patiet Retetio Cash Flow Maagemet 16 AGD/PACE CE Credits A complete CEO course curriculum ca be viewed at Leadership Traiig Discover how to take your iheret stregths ad alig them with your practice objectives to create both a high-performace team ad a high-performace practice. The Leadership Traiig teaches you various methods of leadig, delegatig, plaig, commuicatig ad decisio-makig, as well as how to deal with team coflict, stress ad time maagemet. This is NOT a classroom settig but oeo-oe istructio. Traiig is 1 day. Set a Clear Visio for Your Practice Articulate Your Expectatios Lead Your Team Build Trustig ad Productive Staff Relatioships Resolve Differeces Successfully Uderstad ad Maage Patiet Expectatios 8 AGD/PACE CE Credits A complete Leadership Traiig course curriculum ca be viewed at Treatmet Acceptace Traiig Do you fid yourself wastig precious time presetig treatmet plas that are dismissed or half-heartedly pursued by patiets? Do you feel patiets are listeig attetively ad they idicate they will pursue your recommedatios oly to cacel ad ot show? Securig treatmet acceptace requires 3 key elemets: commuicatig, listeig ad addressig issues. This oe day traiig will yield sigificat improvemets i securig patiet s commitmet. This is NOT a classroom settig but oe-o-oe istructio. Traiig ca be doe i La Jolla, CA or Your City. A complete Treatmet Acceptace traiig course curriculum ca be viewed at Providig Success-Prove Detal Maagemet Solutios for over 30 years

11 McKezie Maagemet has the most complete lie of Detal Maagemet Products i the idustry! Powered by over 30 years of experiece i detal practice maagemet, the books, DVD s, dowloadable forms, scripts, brochures, educatioal models, employee testig, telephoe traiig ad MORE will give you hudreds of ew strategies ad approaches to help your practice ad team grow to its highest potetial ifo@mckeziemgmt.com

12 V I S I T C A L L E M A I L ifo@mckeziemgmt.com