Multi-Location Functionality and Flexibility

Multi-location practices have special needs.  In fact, over the years we have invested over $30 million dollars to provide a platform that meets the enterprise level functionality demanded by today’s multi-location dental practices.

We provide the infrastructure allowing management of patient financial services from both the corporate and office level. Platform design that delivers features like a corporate portal for access to all locations, corporate membership plan definition, cross-location reporting, missed payment management from a global perspective are a start. In-house financing origination rules, membership definition and more need to have rules enforced across all locations while allowing the desired flexibility.

Branded Marketing Support

Have your own In-house marketing, or need a partner that you can lean on for professional marketing support that builds your brand, supports your membership vision and helps deliver leads?  We have programs to help.  Our Do-it-yourself marketing portal or a full concierge solution is available to make your specific program a success.

Key Benefits

  • Corporate or central location oversight
  • Dynamic business model support
  • Customizable location support
  • Legal compliance, jurisdiction by jurisdiction
  • Corporate business system integration
  • GAAP Compliance and revenue recognition for
    membership plans
  • Performance pay
  • Centralized or De-centralized payment issues management
  • Centralized and location level reporting
Benefits and Features
Dental Practice Photos

Ubiquitous, Secure Access

Multi-location organizations often have some controls centralized, some decentralized and frequently have remote users of their in-house financing or membership systems. If corporate controls are in use, access needs to be real-time as it is possible a customer is standing at the front desk of one of your locations, trying to get approved. Often times, remote, corporate or regional application support is required and it is important that all parties see the same information at the same time. Also, with all of the access required, it is important to track who did what to which customer record and when they did it. Security roles and logins are key for corporate controls and enterprise level security for all payment and personally identifiable information is crucial.

Practice Location Configuration Flexibility

With talk about corporate and regional controls, how is a location to support local branding, pricing based on patient demographics, membership plan designs based on that location’s patient needs, compelling in-house financing offers and various other configuration issues based on business model? You need the ability to define templates for locations, but have complete flexibility, by location, with how the system works – with corporate being able to define which items are configurable and at which locations!

  • “Login As” for each location – 
corporate over oversight user sees
  • Can segment locations by 
Corporate/Regional employees
  • Missed payment workflow across all locations
  • Multi-party performance pay definition & tracking
  • Receivables Summary report for all location activity
  • User management [login(s), passwords] for locations
  • Definition of Membership Plans and services

Activity Tracking and Commission Management

Tracking activity across all practice locations can be tricky. You need to track at the location level, but also be able to roll up activity to regional and/or corporate levels. You might want to do cross-location activity reporting to figure out which offices are doing best with which programs. If you pay commissions for signing up new patients on membership plans, driving additional business and profit using in-house financing, or even delivery of services associated with membership plans, this system-wide view of activity is critical. And speaking of commission – it is very handy to have commission activity reports that show activity and compensation by individual, location, credit plan type and more.

  • Reports available for activity within the locations at which the individual is affiliated – e.g. a given rep can be affiliated with multiple locations
  • Performance pay report for individuals to validate their performance payment

Legal Compliance

As with any organization, staying legally compliant is vital for businesses with multiple locations, local jurisdiction and different state requirements compound this need. Promissory notes and associated interest rates, customizable by jurisdiction, often, state by-state, are key and important to cover compliance issues such as truth-in-Lending and the Fairness in Credit Reporting Act (FCRA). Secure management of all confidential information is critical to avoid fines associated with loss of data.