Meet Our Consultants


Tracy Moawad

New Patient Integration | Administrative Systems 

With nearly 20 years of operations and business management expertise, Tracy Moawad specializes in process improvement, administrative systems and protocols, and communications. Tracy works with practices to design a streamlined and effective new patient integration process, and define staff roles and organizational systems to drive accountability and productivity. Known for her leadership and process improvement skills, Tracy works closely with teams to develop strategies, skills and action plans needed to drive results and achieve a best-in-class team and cohesive vision for your practice.


• Practice mission and vision statement

• Goal setting

• Leadership models and training 

• Office Manager training

• Employee training protocols

• Task and project management

• Human Resource systems

• Organizational systems

• Productivity and accountability tools

• Performance management

• Budgeting and overhead 



• New patient call effectiveness 

• Verbal skills training – preparing patients to start

• Detailed exam flow design and scripting 

• Fee presentation and treatment contracts 

• Protocol for same day starts

• Assessment of forms, letters, emails, new patient welcome packet, etc.

• Assessment of Growth Guidance/Phase II Pending systems

• Follow up protocol for Start Needed, Ready to Start, and Growth Guidance

• Custom New Patient and Administrative training manual