Meet Our Consultants

Lindsay quinn

Financial Systems, Management Training AND Administrative Systems 

With over 15 years of experience in general dentistry, orthodontics, and personal development, Lindsay’s expertise will optimize the financial health of your practice and transform your Financial team into a sheer powerhouse.

With a depth of knowledge rarely found in orthodontics, Lindsay helps financial teams develop a comprehensive mastery of the Financial and Insurance Coordinator roles. Lindsay’s financial expertise provides financial teams with the tools needed to maximize AR, minimize delinquencies, and ensure your practice financial systems are running seamlessly.  Financial audits and training in credentialing and working with PPO insurance companies is also available. 

FINANCIAL SYSTEMS

ACCOUNTS RECEIVABLE MANAGEMENT

  • Workflow for the Financial Coordinator role

  • Contract preparation and presentation

  • Adjustment protocols

  • Management of practice delinquencies

  • Collection protocols 

  • Renegotiating a contract 

  • Auto draft / FLEX spending accounts

  • Financial reporting

INSURANCE PROTOCOLS

  • Estimated insurance benefits 

  • Understanding insurance payments, waiting periods and deductibles and how they affect insurance contracts

  • Coordination of primary and secondary

  • Processes for filing PPO claims that include additional procedures

  • Claim monitoring

  • Process for claim disputes/appeal

  • Process for fee negotiation of In Network providers

ADMINISTRATIVE SYSTEMS

• Goal setting

• Alignment of team to core values

• Defining staff roles and responsibilities

• Administrative training programs

• Task and project management

• Staffing and organizational planning

• Organizational systems

• Productivity and accountability tools

• Budgeting and overhead management

Management Training

• Leadership needs assessment

• Organizational planning to support practice growth and alignment of roles

• Defining the Office Manager and Leadership team roles

• Office Manager and Leadership team training

• Management systems

• Human Resource systems and tools (Recruitment and interview techniques, candidate screening protocols, orientation and onboarding programs)

• Performance management

• Reporting

• Strategic planning