Episode summary
Should You Go Out of Network? Part 2: How Dentists Can Make the Transition
The Dentist Money Show
· · 1 hr · Hosts: Matt, Christine
Summary
The episode argues that going out of network is a business transition, not a snap decision, and that the action phase only works if the team is aligned before patients are asked to change. The host and a guest repeatedly stress that the practice should be organized, analyzed, decided, and then acted on with intention, usually over a 12 to 18 month runway. They also note that choosing not to move now can still be a valid decision if it is made consciously and revisited later.
Most of the discussion focuses on execution: team conversations, role-playing, consistent scripts, and a shift from efficiency and price toward value and experience. The guest says the practice should explain the business impact of write-offs, train every team member on the same answers, and build patient trust through empathy and repeated conversations in hygiene and at the front desk. The marketing side should start early, replace insurance-heavy messaging with value-based language, and prepare for new patient calls by teaching the team to answer insurance questions without sounding defensive.
The episode also emphasizes financial readiness. The guest recommends having roughly three months of operating capital, because some patient attrition is likely and the first few weeks after the change may be bumpy. Financial options such as third-party financing, in-house plans, and membership plans are presented as important tools to keep treatment accessible after the transition.
Key takeaways
- The guest says the practice should not go out of network until the team can explain the why, the process, and the patient experience in the same language.
- The host says role-playing is essential because patients do not stay if they hear different answers from different team members.
- The guest recommends starting patient conversations in hygiene first, then repeating them at later visits so the change feels intentional rather than abrupt.
- The host says marketing should shift from insurance language to value statements, testimonials, and results-oriented messaging before the transition date.
- The guest recommends about three months of operating capital because some patient attrition and short-term disruption are likely after the switch.
Notable quotes
“There are good, bad, and better ways to go out of network”
“The time to train the team on what to say is absolutely part of the action plan, right”
“What you communicate, but it starts with within the team”
“all marketing does is make the phone ring. It is your team that converts”
How the episode opens
Consult an adviser or conduct your own due diligence when making financial decisions. General principles discussed during this program do not constitute personal advice. This program is furnished by Dennis Advisors, a registered investment adviser. Welcome back to the Dennis Money Show, where we help Dennis make smart financial decisions. I am Matt and joined here with the genius practice guru, brilliant and beautiful Christine Euan. Christine, how are you?
I just get better every day. It sounds like it. Yeah. And it is a good day. Thanks for asking. Happy to be here. — Yeah, rocking the polka dots today. We were just discussing before we got on how uh privileged we are as men of the team to get on these podcasts or do anything. we just throw on like a DA polo and it's so much more difficult for the ladies of the team. So, I apologize, but you look wonderful. So,
Well, thank you. Yes, I do put a little effort into how I look since we are — Uh on visuals on video. So, yes. — Yes. Shout out to you. — That's a good reminder. That's a good reminder if you're on YouTube or you want to watch us on YouTube, you can. So,
Um as we get into this, I always want to remind people this show is brought to you by Dennis Adviserss. We are a comprehensive financial planning and tax and accounting firm just for dentists. As I'm sure you can guess, we put it right in the name.
We aren't hiding anything. — We're not hiding anything. So, we work with clients all over the country. We help, you know, anything and everything to do with money. And most people who come to us struggle with the general idea of just I don't know where I stand.
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- going out of network
- ppo transition
- patient communication
- team training
- marketing and engagement
Companies and tickers mentioned
- Dentist Advisors
- Aquire Wealth Advisors, LLC
Watch the episode
Watch “Should You Go Out of Network? Part 2: How Dentists Can Make the Transition” on YouTube
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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The Dentist Money Show, this episode and its artwork belong to Dentist Advisors - Financial Planning and Investment Management. Octagon is not affiliated with the show; this page is an independent summary.
