Consulting



KAREN MOAWAD

CEO

Karen has earned a well-deserved reputation for applying highly specialized and practical problem-solving skills within a framework and methodology known for yielding unparalleled results. 

Karen works with each practice as a coach/ advisor/facilitator. She is a specialist in business strategy and organizational effectiveness. She capitalizes on enhancing the relationship between these two dimensions while maintaining a holistic and personal involvement with each client and staff member.

Scheduling for Growth

  • Financial Goal Setting

  • Buck Slip (types and classes) creation/enhancement, new schedule templates, 

  • Status Revision

  • Set-up and review of practice analysis tools to optimize practice systems and management 

  • Smile Assurance

  • Practice Performance Analysis Benchmarking & Metrics 

  • Practice Performance and Metrics

Practice Systems / Metrics / Data Management

  • Practice Mergers & Acquisitions

  • Integration of Associates, Partners

  • Status and Type Clean Up

  • Hummingbird Report Setup

  • Training On Hummingbird Reports

  • Compensation Assessment, Incentive Plan

Treatment Plans

  • Development of Treatment Plans

  • Evaluation of Treatment Efficiency and Fees

  • Integration of Treatment Plans for Each Patient

Strategic Marketing

  • What it takes to build a technicolor customer service culture 

  • Discussion of tested marketing ideas to increase patient and professional referrals

New Patient Systems

  • New Patient protocols and systems for new patient team (TC, TC Assist, New Patient Coordinator)

  • New patient call and preparedness before the exam, exam flow, closing strategies, TC follow-up protocols, virtual exam protocols, growth guidance/observation protocols, digital signing of forms, and payment.

  • Online scheduling, Concierge, custom letter templates and questionnaires, email and SMS templates.

Call Center and Communication

  • Comprehensive call center/scheduling team training program

  • Call tracking system and metrics

  • Scripting and verbal skills training, 

  • Customized training plan for new hires

  • Training of scheduling team/call center lead

Management/Leadership

  • Definition of leadership team, roles, and team organizational structure.

  • Job descriptions, 

  • Interview and hiring protocols, 

  • Employee development, 

  • Meeting structure, 

  • Practice workflow oversight

  • Culture building