For practices, this can be an unexpected hiring pipeline. For students like her, it’s a head start on adulthood. Real responsibility. Real skills. Real confidence earned early. That doesn’t mean every homeschool student is a fit. Just like any hiring pool, you still need structure, training, and clear expectations. But it does mean many practices may be overlooking capable candidates simply because they don’t match the traditional profile.

Years ago, while managing a team of about 15 people in Phoenix, one of my employees, Carol, said something that stuck with me. She told me my office was messy. Not in a rude way. Not critically. Just honestly. She said it didn’t match how professional I was—or how professional I should be—and that it felt beneath me. She wasn’t attacking my work. She was pointing out a disconnect between how I showed up as a leader and the environment I allowed around me. She was right.

Most office managers have felt the pressure to track everything. New fields get added to intake forms. New spreadsheets appear. Reports multiply. Before long, every patient interaction seems to require ten extra clicks.

Most practices believe they’re doing an adequate job with referral tracking. There’s a “How did you hear about us?” field. There’s even a report you can run. On paper, it looks fine. But when you compare that report to reality, cracks appear. Practices often discover they had hundreds of new patients last year—yet only a fraction have a referral source recorded. The rest are blank.

Every day, office managers and administrative teams make dozens of micro-decisions: categorizing an expense correctly, attaching proper documentation, reconciling schedules, or flagging an unusual transaction. Any one of these actions may seem trivial in isolation. But together, they determine whether leadership receives clean data, whether month-end closes are smooth, and whether strategic decisions are based on reality rather than guesswork.

Most office leaders agree on one thing: their teams need better financial skills. Fewer agree on how to make that happen.

When financial or performance data shift after the fact—even slightly—it creates anxiety for doctors, disrupts payroll accuracy, and weakens leadership’s ability to make informed decisions. Yet many practices unknowingly operate with reporting processes that produce unpredictable results. And the fallout isn’t small. It affects morale, decision-making, and even the culture of trust inside the practice. This article breaks down why reporting instability happens, the operationa

When cash flow starts to pinch, most practice owners look outward—new marketing campaigns, new devices, even expansion plans. But the fastest way to boost cash flow isn’t out there. It’s inside your existing patient flow. The key is your Average Patient Charge (APC)—the amount you actually collect per visit.

Many medical offices glance at their billed charges and assume that’s their income. It’s not. The real measure of your financial health is your Average Patient Charge (APC). Average Patient Charge tells you how much money you actually collect per patient visit, not what you billed. It’s the difference between thinking your practice is profitable and actually knowing it is.

Therapy, psychiatry, assessments, and telehealth all depend on the same space and staff, yet contribute differently to the bottom line. And here’s the hard truth: there’s no perfect way to allocate shared costs. Every method has tradeoffs. That’s okay. Because the goal of cost allocation isn’t mathematical perfection—it’s managerial clarity. The moment you chase “perfect,” you risk making your finances so complex that they stop being useful.

Why Recalls Matter More Than You Think Every practice loses some patients to moves or life changes. But a large share simply drift away. That’s preventable. And recalls don’t just protect your practice—they protect your patients too.

Seasonality isn’t a surprise—it’s a system. The sooner you treat it as such, the sooner your clinic can win every month of the year.

Consistency is what turns good habits into reliable numbers. Build a checklist so nothing slips through the cracks.

By focusing on operational efficiency, patient engagement, and referral strength, practices can reverse the trend and build a stronger foundation for consistent growth.

Beyond revenue and expenses, three often-overlooked factors tell a powerful story about a practice’s financial health: fee schedules, adjustment percentages, and patient cancellations.

Like a doctor, a CFO needs experience in and out of the classroom. Typically they have an accounting degree and a Masters in business.

From our experience in medical consulting and dental consulting we know that employee salary, bonuses, and raises are a strategic way to mot

Holding regular employee evaluations is an important part of managing your practice. Performance can be monitored and employee growth can be

Just as medical and dental professionals use clinical data to make decisions about patient treatment, they should be using daily Key Perform

The focus of today's article will be on the importance of having a reporting system that is independent from your medical or dental system (