El Dorado Hills, California

Committed To Excellence

Evaluation Process

At Invicta, we are dedicated to helping professionals in the dental and healthcare industry to achieve their highest potential. As a trusted consulting firm, we offer a comprehensive range of services to enhance your clients success. Whether you are seeking Executive Coaching & Leadership Development to unlock your leadership potential or require Strategic Planning, Advisory Services and Situational Business Coaching to navigate complex challenges, our team is here to guide you every step of the way. We also specialize in Operational Excellence: Process Improvement & Execution, providing expertise in process improvement and execution to optimize your operational efficiency. Lastly, we offer Cutting-Edge Subject Matter Expert Access And Connectivity to help you stay at the forefront of the industry, connecting you with top quality professionals and the latest advancements. 

III. Operational Excellence: Process Improvement & Execution

Invicta leverages its’ over 30 years of industry and executive operational experience, complimented by its’ subject matter experts, to ensure operational processes incorporate industry standards and best practices that are associated with the top performing dental offices in the country. These top performing offices define a process, execute and trust the process knowing results will follow and goals achieved. The ability to create a process that creates scales of economy and captures efficiency aligned with creating an unparalleled patient and employee experience cannot be underestimated and will provide the competitive edge needed to capture more market share through the creation of greater capacity.

KEY ELEMENTS WE SEEK TO UNDERSTAND AND CONSIDER IN SUPPORTING OUR CLIENTS INCLUDING BUT NOT LIMITED TO:

  • Production (by Provider) & Expense Analysis
  • Case Acceptance
  • Collections
  • Financial Statement Performance (Same Office & Denvo)
  • Patient Volumes (NP & Continuing Care)
  • Operational Flow
  • Patient & Employee Promoter Scores

INVICTA’S 6-STEP PROCESS WITH BUILT IN FLEXIBILITY TO ADAPT TO CLIENTS NEEDS:

I. INITIAL CONSULTATION (VIDEO)
In the beginning, there will be a video call to clarify the process and understand the client’s assessment of the organization, needs, goals, and objectives. The client will provide relevant insight and associated documents related to key business elements before, during, or after this discovery call.
II. SITE VISIT (TRAVEL)
The consultant will have the opportunity to meet key personnel and experience the operational environment through a multi-day on-site visit. This visit will serve as an additional data point in the development of a strategic plan, as outlined in the following step.
III. COLLABORATIVE STRATEGIC PLAN DEVELOPMENT
Through a collaborative approach, the consultant will work with the client to identify key opportunities based on the review of key elements mentioned earlier and observations from the on-site visit. This information will be used to create a customized strategic plan.
IV. REVIEW CUSTOMIZED STRATEGIC PLAN
The customized strategic plan will be reviewed, aligned, and agreed upon, incorporating SMARTA goal criteria.
V. SUPPORT (REMOTE AND ON-SITE)
The consultant will provide assistance, coaching, and guidance to the client throughout the implementation and execution of the strategic plan. This support can be provided remotely or on-site, as needed.
VI. ACCOUNTABILITY EVALUATION
The process of executing the plan, measuring progress, assessing results, learning from the outcomes, making adjustments, and repeating the cycle will ensure accountability and continuous improvement.
  • PATIENT EXPERIENCE (Flow of the patient in the dental office)
  • P&L REVIEW (Revenue, COGS, NOI, EBITDA)
  • PATIENT ANALYSIS (New and continuing care patients as well as patient retention rates)
  • PRODUCTION (by Provider)
  • CASE ACCEPTANCE, COLLECTIONS, FINANCIAL STATEMENT PERFORMANCE (% Treat vs. Diagnosed rates and trends)
  • SCHEDULING (Review daily schedules)
  • HYGIENE & SPECIALTY INTEGRATION
  • ACCOUNTS RECEIVABLE/ COLLECTIONS
  • DENOVO RAMP & PERFORMANCE
  • SAME OFFICE GROWTH & ANALYTICS

Invicta Dental Healthcare

CONTACT US

LOCATION

El Dorado Hills, CA

HOURS

Flexible to client’s schedule

CONNECT WITH US

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