On Demand

The Practice Playbook

Visionary Leadership, Organized Systems, and a Self-Directed Team

Transcript

I am Sheela Roth, head of clinical education from Pearl โ€” excited to be here. Also a hygienist, but really, by heart, a lover of practice growth, so I've enjoyed working with practices throughout the years, and I'm excited to hear from Lacey. I'm going to introduce Lacey Phillips this evening.

She has been a powerhouse in dentistry since 1992, working every role in the dental practice โ€” from chairside, to business office leader, to managing high-end cosmetic practices where forty- to fifty-thousand-dollar treatment plans were the norm. That's incredible. And since 2008, she's taken her expertise to teach the rest of us, sharing what she's learned so we can benefit from it โ€” speaking on the national stage, at major dental conventions, and study clubs across the country.

As the founder of Practice Dynamics, Lacey is known for taking her real-world experience, business metrics (which we all enjoy sometimes), team development, and technology, and turning them into practical strategies that drive measurable growth. Her mission is simple: help dental teams build balance-driven success through strong systems, empowered teams, and visionary leadership. When we choose who we're having on our webinars at Pearl, we're very selective โ€” we want to bring topics to this space that will resonate and that you can walk away with something from. So I'm really excited to have Lacey here tonight โ€” please join me in welcoming Lacey. Lacey, start us off.

Well, that's a pretty amazing introduction, you did a little research there, which I love โ€” I might have to start taking you with me when I go speak places and let you do my introductions. Thank you so much for inviting me.

Of course โ€” Pearl is absolutely on my top three technology companies that I love to work with. I love what Pearl is doing and everything it's offering โ€” I've been a huge fan for years now, back when it was just clinical, and I'm super excited it's moving into the business realm as well. Of course, there are a ton of questions anytime it comes to AI, but tonight we'll specifically take a look at the practice playbook. Really, we're talking about three things that are very different, but without them the practice just doesn't function: the first is leadership, then systems (I love systems, we have to talk about them, because we wouldn't have a dental practice without them), and then the team. None of those things happen without the others, so it's an exciting place to be.

Like Sheela said, I love questions โ€” I view this as a conversation, so if you have questions about anything we're discussing, raise your hand or type it in the chat, Sheela will read it, and we'll have an actual conversation about it. So let's jump right in.

Why do offices stall? Taking a question from the chat first โ€” Katie, joining from Virginia, asked about bonus structures, and Lacey noted she'd circle back to that. So, back to it โ€” why do offices stall? This could be the month for it, honestly. Everybody gets excited toward the end of December, rounding out the year, and then January brings new growth, new ideas, new energy โ€” it's very exciting. Then February hits, and we forget our resolutions, our one word for the year, our goals and bonuses, and we're back to just trying to survive.

So where do we fail? One place is the leadership gap โ€” leadership isn't staying consistent, isn't holding us accountable to our expectations and guidelines. The other is the systems we worked so hard to put in place throughout the year โ€” we kind of forget about them, start drifting from how we should be doing things, and there's nobody there to hold us accountable or say, "Let's get back on track," because we're all just trying to get through the day.

So here's the framework for our playbook โ€” it always starts with leadership. It has to. Sheela, you've probably experienced this over the years with offices you've worked with โ€” my favorite thing is when I'm working with a dentist and they say, "I really don't wanna be a leader, I don't wanna manage people, I just wanna do dentistry." And I get it, I've heard it, I've seen it, I've experienced it, I completely get it. But what we have to understand is: you're the leader. We coach, we learn, and worst case, you're the leader at the top, and we find the next person in line who really exudes leadership. But we have to have leadership, and hopefully it's closer to the top than the person doing sterilization โ€” not that there's anything wrong with that, I'm all for it, but then we'll have to promote that sterilization assistant and get them leading the team.

Then we have our playbook โ€” you may have to slow me down here, because once I start talking about SOPs, systems, and the playbook itself, I go off on a tangent. I guarantee you, every dental office in America right now has sticky notes, a composition notebook, something somewhere detailing how we do things โ€” that's our playbook.

When we have these two things โ€” an excellent leader and a playbook to follow โ€” we start enabling our team to be as successful as possible, to give them the outcomes they're looking for and desire. Let's be honest, teams desire that. I say all the time: the more you read, the more you start leading, the more you empower people, the better you feel, the more you want to do it, and the easier it becomes. It's not something you wake up one morning and think, "I have to lead people today" โ€” you become excited to get in there and empower that team. So I encourage you to become that type of leader.

So what does great leadership look like? I've had people say, "I'm a boss." And I've had people say, "I like to empower people, help them accomplish their goals โ€” my ultimate goal is to truly help my team realize their potential, and set a goal every year on how we can be the best we can be." Big difference there โ€” that's what leadership starts to look like. It needs a clear vision, a clear mission we can act on. Everybody needs guidelines and expectations โ€” even adults, especially adults. We've seen the chaos and drama in an office without them. And we need accountability โ€” once you give me my guidelines and expectations, I need somebody to hold me accountable, same as if I'm losing weight, or not picking up another glass of wine, or need to go work out โ€” sometimes I'm not the best person to hold myself accountable. I told Sheela at the start of this, "Can we have wine during this webinar, could this be a sip-and-learn?" And she said yes โ€” but she is not my accountability partner.

No, I'm your fun partner.

Right โ€” absolutely. Well, no wine yet, you guys, we'll do that afterward. So we need that accountability partner. These are things that make a great leader, and you don't have to be verbose or loud about it, or stringent and combative with it. One of the best things I've learned over the years is to ask questions rather than make statements. Just a bit of a tangent on being a leader โ€” I personally don't like being told what to do, but when you start asking me questions, it's to get to an understanding. What I'm ultimately trying to do is understand where you're coming from, why you did it that way โ€” maybe your way is actually better than the way we've been doing it, but I'd never know that if I didn't ask the qualifying questions to get there. I also find leadership means diffusing situations, rather than saying, "You two, stop acting that way, I don't care if you have to work together, you're gonna get along" โ€” instead, let's find out why we're not getting along, why the culture isn't what we want it to be, rather than just dictating what the culture should be every day.

So leadership is so many things, and I think, more than anything, it's not a title โ€” it could be the sterilization assistant, your hygienist could be the best leader in the office, your business team member might be the best leader. It's not a title, it's culture, attitude, understanding, and wanting everybody to do an amazing job and be the best they can possibly be.

With leadership also comes communication. I'm a huge fan of communication, I love me some communication, and I think dental practices especially need it. In every dental practice I've ever been in, in the United States, there's that natural line โ€” I don't know if you know what I mean, Sheela โ€” between the front and the back.

Yes.

And when we call ourselves "the front" and "the back," it tends to dig that line further into the sand. Because we have these different areas in the office, we need constant communication. Leadership isn't saying the vision, the mission, the guidelines, and expectations once and expecting everybody to get it โ€” communication has to happen every single day. The annual communication starts with a strategic planning session, then we look at quarterly, monthly, weekly, and even daily cadences.

The annual strategic planning session is about a four-hour session โ€” we try to do it outside the office, if possible, for no distractions. There's a lot of prep work: How did we do last year? What were our expenses? Where do we want to be twelve months from now? We start building the plan at that session. How Bonnie and I like to do this โ€” Bonnie is my better half in this business, my soul sister at Practice Dynamics โ€” is we read a book, and it's about the WIG, the Wildly Important Goal. You and your team set your WIG for the year โ€” perfect timing if you haven't done this yet, or if you have and, listening tonight, you think it needs tweaking. Where do you want to be twelve months from now? Do you want growth (I hope so, every office should be experiencing growth)? Do you want to implement a bonus plan? Are you planning to bring on an associate, or build your hygiene program? Where do we want to be?

Then, every quarter, we set three goals to hit that WIG โ€” building the plan to get where we need to be, quarter by quarter. So: annual strategic planning session, the WIG, and the first three goals for quarter one, based on the WIG. Make sense, Sheela?

Yep.

Perfect โ€” so we always keep that in mind. I love when offices post the WIG in the employee lounge โ€” I was once told it's only an "employee lounge" if there are lounge chairs and maybe a cave, which felt fair, if not exactly appropriate. Post your WIG where everybody can see it.

Then your quarterly updates โ€” about a two-hour meeting, entire team always involved. The first thing you do is ask, what's our progress on those three goals? I'll also tell you โ€” if you haven't read about it yet, the law of diminishing returns says the more goals you set, the less likely you are to accomplish them, so two to three goals per quarter (I keep saying three because I like the number three, but two to three is the real guidance). So: what's our progress on those two to three goals, what's our progress toward the WIG, updates โ€” and then we set two to three more goals for the next quarter, based on the WIG. We build an agenda, action items, due dates, and assign someone to track it. Those are our quarterly updates.

Now, monthly โ€” the monthly meetings are all about the team. I love a good lunch-and-learn. When I say that, most offices immediately think of inviting reps in to talk about the latest products โ€” that's fine, but I have another idea: six internal and six external lunch-and-learns. The six internal ones are team-only, and each department gets its own. Business team, educate us on all things business โ€” what's new, what's going on, if you're in-network, tell us what's happening with insurance, explain why you need that PA and why it can't have a cone cut. This is also a great time to talk about Pearl โ€” how are we truly utilizing it clinically, and how does the business office use this technology as well?

Clinical team members โ€” tell us your favorite thing to assist on, your least favorite, why a crown prep takes an hour and a half, the difference between a post-and-core and pins, why we sometimes recommend gold in the posterior versus porcelain. Teach me, educate me, and teach me the same verbal skills you're using โ€” the more we all use the same verbal skills as a team, the more patients trust us, because they believe us.

Hygienists โ€” perfect time to explain a periodontal procedure versus a prophy, perio maintenance versus a prophy, and what a business team member should say when a patient says, "Just bill it out as a prophy, it'll be fine."

Doctors get their own lunch-and-learn โ€” tell us your favorite procedure, what gives you energy, what makes you happy, and what absolutely sucks the life out of you โ€” because we need to know that, so we can probably schedule less of it onto your day. Nobody wants to do a crown at four PM โ€” if you love doing crowns or endo at four PM, put it in the chat right now, because I disagree, nobody wants to do that, we're all ready to go home by four.

So that's your six internal lunch-and-learns. The six external ones โ€” yes, bring your reps in, but better yet, think marketing. If you have a favorite coffee shop you go to every afternoon, go on a field trip, take the entire team, go in, ask them questions โ€” there's no better place to learn systems and SOPs than a coffee shop. Think about how we order: size, hot or cold, all the extras โ€” fifteen shots, shaken, oatmeal, no sugar โ€” there's no better place to learn a system. Take it a step further and invite them to tour your dental practice โ€” maybe they don't need a dentist, but you might convert them, or they might know a family member or friend who does. So think outside the box a little โ€” that's your twelve monthly lunch-and-learns, six internal, six external, and it brings a bit of fun too.

Then weekly communication โ€” our weekly team lead meetings. By "team lead," I mean: if you're a small practice, this may not apply, but if you have more than two employees per department, it could work. Ideally, we have a hierarchy โ€” dentist, practice owner, maybe a practice administrator, and then business, clinical, and hygiene leads if you're a GP practice. This also helps doctors who don't love being in the thick of things โ€” the leads are. Everything starts at the top and trickles down, except chaos and drama, which typically start at the bottom and trickle up โ€” putting leads in place stops that.

Our weekly team lead meeting is a twenty-, maximum thirty-minute "state of the union" โ€” doctor/owner plus all team leads. I like starting with "tell me something good," then: how was last week, how is this coming week, any patients I should be aware of, any team members out, any new faces I'll see? Then: what's working well, what are our obstacles, what needs to be reevaluated. Twenty to thirty minutes max. This is when the doctor shares pertinent information, which the leads carry back to their departments โ€” and when issues arise down in the departments, they should come to the team lead first, who tries to resolve it, asking qualifying questions, and ideally all the doctor hears is that it happened and it's been resolved.

And, of course, you've gotta start your day off right. I know a lot of offices accommodate parents getting kids off to school, which I love โ€” but you still need to find ten to twelve minutes every day for the entire team, on time, prepared, ready to go. If you can't do a morning huddle, do it right after lunch โ€” fifteen minutes, every day, right after lunch, covering the afternoon and then the next morning. And, again, I'm all for agendas โ€” what's an agenda? It's an SOP, a standard operating procedure: my guidelines, my expectations, how I'm ready for my day every single day. I'm happy to share anything you see on these slides โ€” my contact info is on the last slide, email me and say, "I need the team huddle template, the team lead template," I've got you.

So that's how we start, continue, and stay consistent with communication: annual strategic planning session, quarterly updates and new goals toward the WIG, monthly lunch-and-learns where we're learning, educating, and building empathy with one another, weekly team leads, and, of course, the daily huddle. Super important.

So that's leadership โ€” now, what does the playbook look like? Taking a question from the chat about what a playbook actually is: a playbook is a document describing operations โ€” how we do things, instructions, systems, procedures, setup, verbal skills โ€” it's an SOP, a standard operating procedure manual. A lot of offices say, "Lacey, I have a handbook," and I'm proud of you for that, but a handbook is not an SOP manual. Think about it starting from when you pull into the parking lot in the morning โ€” where do you park, which door do you go in, is there an alarm system, what's the code, what do you do after โ€” literally walk through your whole day, every process, procedure, and operation, all the way to locking the back door and leaving for the night. It should cover all of that, and more.

I break it into categories: ownership should have one; HR โ€” I recommend every office have a legal HR manual with state law guidelines, but the HR I'm talking about here is how we deal with conflicts, pay, compensation, CEs (if mandatory, we go), evaluations. What time are we supposed to be at work โ€” how do people not know this, Sheela, how do people not understand that if your first patient is at eightโ€”

You should probably be there at seven-thirty, with a huddle at seven-forty-three if applicable, and your patient seated and ready at eight. How do we not understand that? I don't get it.

Yep, that's true โ€” a lot of times, as assistants, we'd slide in right at eight, and suddenly the doctor's sitting there asking, "Where's the patient?" I didn't really see the ripple effect of that until I moved to the front office, but it trickles down through the whole day, and sets off that bad feeling right away.

Very good point โ€” things happen, but what you said is important: "eight" means you're in the chair, chairside, ready โ€” it doesn't mean you're clocking in at eight. There was a brief connection drop here. It's an SOP, it's a guideline, an expectation โ€” who carries it out? Leadership. Who holds people accountable? Team leads. And then we develop that culture. Can a new team member follow it, repeat it, and be coached on it without confusion? Ultimately, your SOP manual should be a training manual. I loved what you said earlier โ€” if doctors have to be gone for thirty days, what happens to the practice? Your SOP, your leaders, your self-driven team, hopefully, hold down the fort. Obviously, we can't do actual dentistry or restorations, but depending on your state, you might keep the hygiene department running.

So you've got your categories โ€” where do you start? I'd start with the business team: everything that happens in the business office โ€” new patient intake, scheduling rules, presenting treatment, financials. Yes, we collect โ€” oh my goodness, yes, you have to pay your bill, what is it about dentistry? I've never gone to Sam's Club and not had to pay. We teach our patients how to treat us โ€” so I always say, assume they're gonna pay, assume they're gonna schedule, we're just gonna go with that, and it's gonna work. The recare system. Then your top priorities for clinical and hygiene โ€” how do you set up a room, turn it over, handle X-rays, handle patients who don't want X-rays, and the verbal skills for that (X-rays are a diagnostic piece of technology, one of the only ways we diagnose dentistry, especially with Pearl layered over the top). When a patient says, "I'm not gonna have X-rays today," that's setting you up for a legal liability issue โ€” so how do we, as a team, handle that, educate them, and what's the process if they keep pushing back?

Who's charting, who's documenting, when should it be done (before you leave for the day)? Handoffs โ€” oh my god, handoffs are my favorite thing in the world to talk about, I'll literally call people up on stage and have them practice a handoff, because the communication in a handoff will 100% make or break your success. Think about it โ€” has a patient ever walked up to your front desk alone, and you just do the "deer in headlights" thing and say, "So, what'd they do to you today?" Or a clinical team member runs up and tosses the chart onto the counter, or a dentist walks into an operatory with no idea who they're talking to or what's going on. We need handoffs, documented, with clear verbal skills and timing.

And then the leadership and team portion โ€” HR, huddles, the meetings we just discussed, monthly trainings, keeping everybody up to date on their role, and, my favorite: conflict resolution, correction, and feedback. By the way, I don't think it has to be "conflict" โ€” I think it just has to be a conversation.

Don't you think so, Lacey? It feels like every time you get to the bottom of what happened, it's always a lack of communication.

A hundred percent โ€” we used to wear earpieces in my old office, because the goal is, if you're not over-communicating, you're not communicating. When you finally sit two people down and they realize, "Oh, I didn't know you meant that, I thought you meant this" โ€” it really is just about communicating.

A hundred percent, it doesn't have to be a conflict, just a conversation โ€” not necessarily an easy one, sometimes difficult or uncomfortable, but you lean into it knowing you both have the same end goal: first and foremost, the patient; secondly, the culture of the office, which creates a great environment to work in, which then creates great success. It doesn't have to be that hard โ€” we just need to talk to each other.

Now, where does Pearl fit into all this? You guys never ask me to plug you โ€” if anything, you'd probably rather I didn't โ€” but Pearl is a big part of our SOPs, our guidelines and expectations. Quick story: I have a female dentist client in Texas who hired a male dentist straight out of school. She's coaching him while running a giant practice, and they have Pearl. Her favorite feature is "Second Look" โ€” in the beginning, he had a tendency to over-diagnose and scare patients, verbal skills like "you have to have this done," so she used Second Look to physically coach him. Then he overcorrected and pulled way back, worried about diagnosing anything โ€” so she used Second Look again to help him get comfortable both in what he was seeing and in using the technology to see it, then worked on his verbal skills and bedside manner, because the technology took the guesswork out of the diagnosis.

Yes โ€” amazing. I love that. This should be part of your SOP โ€” how we use our technology, what the steps are, and, if someone's pushing back on a diagnosis, how we handle that too. Sheela, what's your favorite feature of Pearl?

For me, it's not just the quick, colorized pathology view that helps doctors move through images faster โ€” it's when we turn on the tooth parts and fully colorize the teeth for chairside case presentation. That's been the real game changer for patients. We all know that when patients accept dentistry earlier and more often, they have better outcomes, stay retained, have a great experience, and refer family and friends. So many times, my doctor would say, "Sheela, before I go in, I want to know what needs to be done, why, and where this patient's at" โ€” meaning motivation: what, why, and where. I used to spend so much time explaining shades of gray, but once Pearl came in, I could stand next to the image and say, "These are the areas of concern," stop talking, and let my patients ask the questions they needed to โ€” that pivotal moment of, do they trust us, is there value, what are they worried about. That's been a huge game changer for patient transparency โ€” the colors and the chairside case presentation are my favorite.

I love that you said you didn't have to spend as much time explaining the gray โ€” when I was a chairside assistant, I spent a lot of time explaining the white, because of all those cone cuts.

Let's get to the team โ€” we've got a bit of time left. Let's talk about the self-directed team, and how important it is, because, truly, we wouldn't have a dental practice without it. Leadership is building a strong team, one that's comfortable doing their job. I read a quote once โ€” I should remember who said it โ€” something like: we work really hard to hire the very best, we onboard them (a newer word in dentistry), give them guidance, expectations, procedures, and then we let them do their job. I love that โ€” hire well, train and onboard, set them up for success, and then let them do their job. Part of that is making sure they have job descriptions โ€” I'm still shocked when I walk into a practice and nobody has job descriptions or titles. How do you know what to do every day? And everybody loves a good title โ€” I'm still looking for my "queen" title, the whole tiara thing.

Then guidance and expectations โ€” a scoreboard is nice, people work better with goals. If you have a bonus system, good for you โ€” but, contrary to what everyone assumes, people aren't always motivated by money (a whole other topic). Here's what I mean by scorecards and bonuses: remember that natural divide between the business office and clinical? When we provide goals and bonuses to only one group, it deepens that divide, instead of fostering teamwork. My least favorite is, "Lacey, I get a dollar for every new patient I book" โ€” well, don't you get a paycheck for that, isn't that just your job? I want revenue share โ€” when the practice is doing well, after all expenses are covered, the entire team succeeds, because it genuinely takes the whole team. A new patient can't get in the chair without someone answering the phone and scheduling them; they don't get to hygiene without an exam from the doctor. So I'm all for a bonus system with rev share when the practice does well โ€” it's actually a mathematical equation I'm happy to walk through with anyone โ€” and it fosters teamwork, rather than "I gave fluoride, so I get more money than everybody else."

The other piece is onboarding and training. I've experienced, firsthand, being hired as a chairside assistant, supposed to shadow the outgoing assistant for two weeks โ€” and on day one, she was already gone, not coming back. So what do they do? Throw you in a rolling chair (thank god for rolling chairs in dentistry), put something in each hand โ€” water gun and vacuum for a chairside assistant, mouse and phone for business team, instruments and suction for hygienists โ€” and say, "Go be successful, reschedule the patient, collect their money, you got this," with no real onboarding or training. And then we wonder why people quit, why they're unhappy, why there's chaos and drama and we can't find anyone good to hire. My guess is you can โ€” you're just not onboarding and training correctly.

We use a thirty-, sixty-, and ninety-day onboarding program that includes training โ€” follow this, and by day sixty you'll know whether it's a good fit for your practice, which, ultimately, is what this all boils down to. Here's that hierarchy I promised: doctor/owner at the top, practice administrator, then business lead, clinical lead, hygiene lead. If you only have two people in the business office, one of them can be a lead; same for assistants and hygienists. If there are only five people total in the practice, you're all leaders โ€” good job, be nice to each other. For larger practices, there's a hierarchy of responsibility and pay, and a clear path to move up a level, which lays things out nicely.

Taking Katie's earlier question about bonus structures โ€” her office had struggled with incentive programs, she said; attempts in the past felt expected rather than motivating, and a perio incentive for hygiene had ended up hurting morale elsewhere on the team. For sure โ€” that's so key, how do you handle that? I'll go through this quickly, Katie, and I saw Sheela dropped my email, so feel free to reach out and I'll set up a thirty-minute courtesy call to go over this properly.

Here's how it works: first, we need to know the office's expenses, the overhead โ€” a healthy overhead for a GP is 65%. So we need to know overhead, and what we're producing to cover expenses โ€” but it's not just production, we also look at the collection ratio. A healthy collection ratio is 98% โ€” meaning you're collecting 98% of what's available to collect (net production, not counting adjustments). If your collection ratio is 90%, I need to figure out what you have to produce to collect that 90%, and what percentage goes to overhead. Above and beyond that, we typically take about 20% and divide it between full-time and part-time employees (part-time getting a prorated portion). You could even average it over three months, so one bad month with two good ones still nets something. I have a spreadsheet laid out for this โ€” happy to share it, Katie, or anyone else, just email me.

So, again, it's revenue share after expenses, based on production and what we need to collect to get there. Hopefully that makes sense โ€” a very fast explanation, but happy to go deeper.

Now, as we talk about the team โ€” you cannot please everyone, especially in this day and age, it's getting harder and harder. And not everyone wants to be pleased โ€” not everyone wants to work in a great office with a great team and culture. But, as I said, that just means it's not a good fit โ€” it doesn't make them a bad person, or you a bad person. You've created a culture, a team, an amazing office providing the quality of care you always knew you'd provide, because, let's face it, everyone in this industry is a servant at heart. So it's also your responsibility to protect that culture, to protect the people who've stood by you for years with great attitudes โ€” we don't need bad attitudes, we just recognize when it's not a good fit, and move on. It's simple, but it's our responsibility as leaders to do it โ€” a big part of leadership is aligning people, behaviors, and culture, making sure attitudes are right every day, including our own โ€” that when we walk through the door, we're here for patients, which means we're here for each other, providing the best care we can, and serving our own hearts too. Anything less is neglect.

So, a quick thirty-day implementation plan: number one, audit your gaps โ€” have a quick team meeting (I love team meetings), and ask, what do we have right now, what do we need โ€” leadership, systems, team. I usually take a piece of paper or spreadsheet and sort it into categories: ownership, HR, admin, business (financial and insurance), clinical, hygiene, marketing, verbal skills. Start listing what you have (maybe it's on a sticky note, maybe a composition notebook, but you have it) and what's missing. Write the top five for each category โ€” how do we walk in the door in the morning, what's the alarm code, how do we send claims, how do we take X-rays, how do we use Pearl โ€” write it all up. Then start training and coaching each other on how these things work, making sure everyone uses the same verbal skills โ€” and then accountability, building your SOP manual, your playbook, with leadership and team leads stepping up to make it happen and hold each other to it. You'll feel the wins come every week, every day, see attitudes shift, and everybody walking a little lighter, because we know what we're doing โ€” it's documented, and we're all doing and saying the same things. If I'm at the business office and Mary has to leave for the day, I'm not stressed, because I know exactly what she does and can pick up the slack. It all comes down to leadership, systems, guidelines, expectations, and truly building a winning team.

Here's my contact information โ€” I could do this for hours, I love it. Sheela, thank you so much for having me, you know I love this stuff. Anybody on here, feel free to reach out, ask me questions, ask for my materials โ€” we coach teams across the United States, help build SOPs, we have a very comprehensive SOP manual, it's what we do, we love to help, and I appreciate all of you being here tonight.

Wonderful, Lacey. Sheela then shared a few closing reflections: that patients notice and comment on team culture in online reviews โ€” "I love this practice because they treat each other so well, it makes me feel comfortable" โ€” which is worth raising in a team meeting as a real win, and that onboarding should come with both clear expectations and real support, so people either "move up or move out" naturally, often resigning before ever needing to be let go, which is partly on leadership if onboarding and support aren't solid.

I love your whole framework here โ€” annual, quarterly, monthly, weekly โ€” it can feel overwhelming for an office manager, but, even starting now, in March, setting three goals a quarter is still really valuable, and the way you broke it down is genuinely helpful. I want everyone to reach out to Lacey โ€” one of the most fun, real people with real-life experience who can take your practice to the next level.

Sheela then walked through a few Pearl features that tie into the conversation: turning black-and-white radiographs into color-coded, patient-friendly images in real time at chairside, not to replace the doctor's judgment but to support case presentation; the "sugar bugs" pediatric visualization, which she noted adult patients have also asked for; automatic image-quality reminders (for things like missed root tips, overlap, or incomplete distal coverage) that flag before a claim is submitted; and Pearl-generated chart audits and morning huddle reports for every provider.

So I just wanted to share how we all struggle with the same things, whether you're a two-doctor practice or a twenty-two-doctor practice โ€” at the end of the day, it's really about spending time with the people in your practice. Lacey, I'm so thankful you spent time with us tonight breaking this down, and thank you to everyone who spent your evening with us. We look forward to seeing you on more webinars, and best of luck to all of you this year. Take good care.

Thank you, everyone. Bye-bye.

โ€

Featured Speaker
Laci Phillips

Meet Your Host

Since 1992, Laci has worked every side of a dental practiceโ€”from chairside assistant to business office leader to managing high-end cosmetic practices, regularly presenting $40,000โ€“$50,000 treatment plans. Her hands-on experience and natural communication skills paved the way for a successful career in dental coaching and speaking. Since stepping onto the national stage in 2008, she has presented at major national dental conventions, regional and state meetings, and study clubs nationwide. As a founding partner of Practice Dynamics, Laci combines her passion for team development, growth strategies, and business metrics to deliver customized coaching, workshops, and speaking engagementsโ€”empowering dental teams to achieve balanced, system-driven success.

Strategist, Speaker, Team Motivator

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