

Episode 58 - KPIs for Dental Success w/ Dental Consultant Kelly Schwartz
Jan 22, 2025
In this engaging discussion, dental consultant Kelly Schwartz shares over 30 years of expertise in optimizing practice growth. She highlights key performance indicators (KPIs) that help improve case acceptance and patient engagement. Kelly emphasizes the power of personalized follow-up strategies, including handwritten letters, and the importance of fostering genuine patient relationships. Listeners gain actionable insights on enhancing communication among teams and understanding patient needs through metrics, all aimed at boosting practice efficiency and retention.
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Key Performance Indicators for Dental Practices
- Focus on a few key performance indicators (KPIs) to improve a dental practice.
- These KPIs include case acceptance rates, patient engagement, and follow-up systems.
Kelly Schwartz's Background
- Kelly Schwartz has been coaching dental practices for over 30 years.
- He and his wife have worked with 850 practices across the US and Canada.
Initial Practice Assessment
- Evaluate patient capacity and unscheduled patients to assess growth potential.
- Use the 80-50 rule: 80% of patients should schedule phase one treatment, and 50% of presented dollars should be scheduled.