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If you're here, you're ready for a
Self Reflection
What's the purpose?
To give you a way to check your footing.
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Many dentists live in a gray zone where things seem fine, but don’t feel secure.
The numbers aren’t alarming, yet confidence keeps slipping.
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That uncertainty is expensive.
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This assessment exists to help you determine whether your systems are truly stable, or simply holding together through effort and goodwill. It's also meant to help you find direction for where you want to go next, even if you're not fully sure yet.
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Because peace of mind and confidence is a real thing.
Ask yourself...
1. Do I have a clear, unbiased understanding of the financial health of my practice?
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2. Are my systems strong enough to perform predictably without constant oversight from me personally?
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3. Am I improving collections through process and accuracy, rather than pushing more production or stretching my team thinner?​
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4. Do insurance A/R and patient balances move cleanly through the practice, or do they create ongoing friction, cleanup, or forgotten altogether?
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5. Can I trust my numbers as they are, without feeling the need to personally audit or double-check them?
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6. Do I feel more restricted by cash flow than I expected at this stage of ownership?
7. Are future business decisions limited by timing and liquidity rather than by choice?
8. Am I considering reducing clinical hours, hiring an associate, merging, or selling within the next 5–7 years?
9. Does my practice support multiple paths forward or does it lock me into one?
10. Has growth outpaced the operational systems meant to support it?
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If these questions resonated but you’re still wondering whether any of this would actually be worth addressing, there is one simple place to look. Your average collection percentage.
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If your collections consistently average 95% or lower, there is very likely enough opportunity within your existing systems to justify a minimum 100% return on investment once core workflows are corrected and consistently applied. You will also want to review the total value of adjustments being recorded against your collections. If adjustements exceed 2% of gross collections, there are two seperate defecits at play: missed opportunity and write-offs that artificially inflate reported performance.
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If you’re collecting higher than that and your reported collection adjustments are less than 2%, that’s a good sign. It doesn’t automatically mean there’s nothing to improve. It simply means the conversation shifts. At that point, a discovery call becomes less about fixing leakage and more about identifying whether there are areas of refinement, risk reduction, or long-term positioning that would support where you want the practice to go next.
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And if BIC isn’t the right fit for that stage, we’ll tell you. Sometimes the most valuable outcome of clarity is knowing what not to change.
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