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Continuing Dental Education

CE1963: Financial Health and Internal Marketing – Getting Patients and Keeping Them!

Kim McCleskey, Dental Management Expert

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In accordance with University of Washington Policy, the King County Department of Health, and an effort to mitigate the risk of being exposed to the Coronavirus, this course has been cancelled.


Morning Topic: Financial Accountability

This practice financial accountability training will give you the tools and processes needed to facilitate a monthly financial meeting showing that all three software systems reconcile (your practice management software, QuickBooks and the bank system). This system will ensure your patient accounts are correct and that all receivables are accounted for. It’s also our best tool to prevent or catch embezzlement. In addition, we will create a road map of overhead expenditures and projected income, which shows you the exact costs to operate your practice each month, and, of course, your projected cash flow.

Course Objectives:

As a result of attending this course, you will be able to:

  • Establish and regularly use a front desk financial accountability checklist
  • Reconcile your dental software to QuickBooks and the bank more easily
  • Create a checklist of items needed to facilitate monthly financial meeting, including a manager’s monthly accountability worksheet
  • Review your P & L (Profit and Loss) more easily and accurately
  • Embezzlement-proof your practice

Afternoon Topic: Learn How to Build Your Practice Referrals through Internal Marketing

Course Description: Enhancing the patient experience is the secret to a successful growing practice and it can only be done through a focused and intentional Internal Marketing Strategy. In this course, we will lay the foundation and discover the 4 pillars necessary to create a powerful internal marketing strategy.

Course Objectives

As a result of attending this course, you will be able to:

  • Implement steps to stop the revolving door of patient attrition. For good.
  • Articulate what you have to offer your patients that will persuade them to refer everyone they know to you.
  • Implement a Referral and Reactivation Program


Kim McCleskeyWith 30 years of experience in the dental field, Kim has managed individual practices and overseen multiple practices simultaneously as Director of Operations. Kim owned and operated her own consulting business specializing in practice start-ups, practice management, strategic business planning, leadership coaching, team development, and acquisitions. In 2017 Kim merged her company with the Avitus Group to start Avitus Dental Management Solutions, where she built a successful Virtual Insurance Billing company. Today Kim is a practice transition consultant and broker for Professional Transition Strategies.

Kim is a certified professional business coach, a member of the Academy of Dental Management Consultants (ADMC), Dental Expert Network (DEN), and a fellow with the American Association of Dental Office Managers (AADOM).

Course Logistics

Friday, March 13, 2020

The Mountaineers Club
7700 Sand Point Way NE
Seattle, WA 98115

This course is designed for the whole dental team – but especially dentists and office managers.

Registration and Continental Breakfast: 8:00am – 8:30am
Course: 8:30am – 4:30pm

TUITION – price includes lunch
Until March 11, 2020 – after, $25 more
$189/Team Member (dental hygienist, dental assistant, office staff)
$260/Current Dues Paying UW Dental Alumni Member

7 hours

* This course is eligible for a 10% discount if you are a current member of the UW Dental Alumni Association.


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The University of Washington is an ADA CERP Recognized Provider.
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

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The University of Washington is a member of the Association for Continuing Dental Education.

University of Washington designates this activity for 7 continuing education credits.