Our mission isn't to find fault.
Our mission is to identify areas where neglect, inconsistency, or lack of oversight could place your practice at financial, legal, or clinical risk — while there's still time to act.
The Dental Practice Integrity Framework™
The Dental Practice Integrity Assessment™ is a comprehensive evaluation of your clinical documentation, compliance, billing accuracy, insurance processes, and financial controls — designed to uncover risks before they become costly problems.
Why We Exist
Sometimes they're caused by rapid growth. Sometimes by outdated systems. Sometimes simply because "it's how we've always done it."
Our mission is to identify areas where neglect, inconsistency, or lack of oversight could place your practice at financial, legal, or clinical risk — while there's still time to act.
We believe preserving private practice starts with accountability. We don't just identify problems — we provide a roadmap to build a stronger, more profitable, and more sustainable practice.
The Dental Practice Integrity Assessment™
Every recommendation we make fits within one of the Four Pillars of Dental Practice Integrity™. Together, they provide a complete picture of your practice's overall integrity.
Deliver and document quality care.
Verifies that clinical documentation, diagnostic processes, and treatment decisions support quality patient care, patient safety, and appropriate reimbursement.
Protect every dollar.
Ensures every dollar is accurately earned, documented, collected, and protected through effective financial systems, controls, and revenue-leakage identification.
Build systems that create consistency.
Evaluates whether systems, workflows, and team responsibilities support consistent performance, accountability, and practice growth.
Reduce risk. Protect the practice.
Identifies and reduces financial, regulatory, and operational risk while promoting ethical and responsible practice management.
How It Works
We talk through your practice, your concerns, and your goals. Every engagement starts with a free practice health evaluation.
Your quote is based on how many patients we'll be covering. No packages, no guesswork.
Your documentation, systems, and financials are evaluated across all four pillars with 20 years of hands-on dental experience.
Within two to three weeks you receive your Practice Integrity Score™, individual pillar scores, a Revenue Opportunity Analysis, a Risk Assessment, and a Priority Action Plan.
Who We Help
Wherever your practice is in its journey, the Dental Practice Integrity Framework™ meets you there.
From Our Team
We help dental practices uncover what they can't see.
Through the Dental Practice Integrity Assessment™, we identify revenue leaks, workflow breakdowns, insurance inefficiencies, and operational risks that impact profitability and patient experience. Our goal isn't to point out what's wrong—it's to provide practices with a clear, actionable roadmap to improve financial performance and create lasting operational success.
The assessment evaluates every stage of the revenue cycle, including insurance verification, treatment presentation, claim submission, collections, accounts receivable, appeals, and front office workflows. By taking a comprehensive view of practice operations, we help teams discover missed opportunities, strengthen accountability, and build systems that support sustainable growth.
Every assessment concludes with a customized action plan that prioritizes the highest-impact improvements, equips teams with practical solutions, and provides leadership with the clarity needed to make confident business decisions.
Whether your practice is experiencing declining collections, aging accounts receivable, workflow inconsistencies, or simply wants to optimize performance, we provide the insight and strategy to help you move forward with confidence.
Because the healthiest dental practices aren't built by chance—they're built through clarity, accountability, and continuous improvement.
Expertise
A comprehensive, independent evaluation across four pillars that shows you exactly where your practice stands — and what to strengthen first.
Empower your team with a dental coach to help systemize processes.
Client Perspective
Lisa is an incredible partner to work with. We have added her services to help with our dental practice, Erickson Dental, as we looked to understand why our AR was growing. We have been able to clean up processes, and really assess past due. She is wonderful with the patients and helping us to stay on track! Very grateful to have her as a trusted partner!
Teressa Erickson – Erickson DentalLisa helped our practice grow and really helped streamline our AR! Highly recommend!
Limestone Pediatric DentistryLisa is amazing and so are her trainings! Her dental experience and extensive knowledge have given us tons of tools and tips to make our office super efficient. Lisa has energized our team and brought new life to the practice. My only regret is that we didn't do this sooner.
Dr. Sabrina Nassar