CDA Practice Advising

CDA’s Practice Advising Program is a month-to-month personalized plan consisting of two monthly touch points between the client and the CDA Practice Advisor:

  • Six in-office visits per year
  • Five off-site workshops
  • Monthly one-hour scheduled calls with the client and/or appropriate staff person
Getting Started

Let’s get this going. The first step is to answer a few short questions about your practice or take the practice assessment. Then, a CDA Practice Advisor will analyze the results and contact you to discuss and share recommendations. It could be as simple as Practice Support guidance with related resources and/or contact with an analyst or working with CDA Practice Advising.

If Practice Advising is the best path for the success of your practice, you’ll be guided through the program by our team with milestones each month.

Month one
We’ll help you to develop your vision statement and together we’ll create a customized action plan that we’ll review and modify together during your first in-office visit.

Months two-twelve
But don’t think that first office visit is our last. We’ll work with you and your team in your office six more times over the next year and have one-hour follow-up phone calls monthly. Additionally, your skills will be enhanced through quarterly workshops on:

• Leadership
• Treatment Planning, Scheduling & Patient Communication
• Financial Policy & Case Presentation
• Hygiene
• Human Resources & Regulatory Compliance

What Makes Us Unique
  • Guidance from a trusted source — CDA
  • No daunting contracts
  • Only available to CDA members
  • Includes HIPAA & Employment Practices
Areas of Expertise
  • Leadership
  • Patient Scheduling
  • Treatment Planning
  • Financial Policy
  • Case Presentation
  • Overhead Control
  • Marketing
  • Hygiene Department Management
Client Testimonials

"Our hygiene overhaul was an absolutely amazing practice transition. We still maintain about 80-90 percent of your implementations, and the practice is a well-oiled machine. I am cutting my days down to 14 days per month next year, and I know that we will be just as productive. Thanks again for all of your guidance. Best professional decision I've ever made."

- Sam Thacher, DDS, San Francisco

Jennifer WatsonJennifer Watson  
Client Coordinator

$2,275 monthly fee
Until you decide you’ve achieved the desired results (no long-term contract)

Advising Resources