Yorktown, VA
"Having practiced for close to 40 years, I have too many times experienced consultant plans that look great in the binder, but do not really change too much in my practice. Optimize’s continuous support for our entire team, built around achievable goals that are aligned with my practice philosophy, have kept us moving as a motivated team toward our vision of success."
— Dr. Guy Levy, Founder
Levy Dental Group, an established practice within a larger group, encountered challenges that stemmed from a complex set of interconnected issues. This misalignment created an environment where communication became less effective than desired. The absence of a clearly defined leadership structure and accountability framework further compounded these issues, making it difficult for the team to navigate their roles and responsibilities effectively.
This environment presented an opportunity for growth, prompting Levy Dental Group to seek innovative strategies to enhance alignment, improve communication, and establish a more supportive and structured operational framework.
In response to these challenges, Levy Dental Group engaged Optimize Practice Alliance to implement their Practice Optimization Process™. This comprehensive approach involved deploying Optimize’s Consulting Team to work closely with the practice.
The Entrepreneurial Operating System (EOS) was also integrated into the practice’s meeting cadence and accountability structures, providing a framework for more effective management. Furthermore, Optimize initiated a coaching program aimed at shifting mindsets within the team, fostering a more positive and solution-oriented culture.
Optimize Practice Alliance, through our Practice Optimization Process™ facilitated a range of solutions that transformed Levy Dental Group’s operations. Optimize helped create a customized, goal-oriented action plan with clear, achievable milestones. Internal systems were strengthened, and external vendors for critical areas like marketing and reimbursement were carefully vetted and integrated.
Optimize, through the integration of the EOS system, instituted a structured meeting schedule, including weekly leadership meetings and more comprehensive quarterly sessions, all focused on achieving and sustaining the action plan for success. This continuous support, aligned with the practice’s philosophy, kept the team motivated and moving towards their vision of success. The result was improved strategic thinking, enhanced analytics for data-driven decisions, and better team alignment – all contributing to the practice’s remarkable turnaround and growth.
Solutions Attained
The Levy team’s implementation of Optimize’s strategies yielded impressive results for Levy Dental Group. August 2024 saw a record-breaking month in collections. The practice successfully revamped its referral program, leading to increased patient acquisition. Financially, Levy Dental Group experienced a marked improvement, managing revenue to clear recently acquired debt and add several thousand dollars to their savings – achieving a key quarterly goal. The practice’s performance metrics showed substantial growth, with average monthly production increasing by 32% over the first half of 2024 and 68% over 2023. Similarly, average monthly collections rose by 35% compared to early 2024 and an impressive 74% over the previous year.
