Here's what most owners do next. And why it doesn't work.
They close this tab and tell themselves they'll "look into it this weekend." Six months later, they're still in the same plans, still losing the same money every month — except now it's compounded. Another $20k, $40k, $60k gone. The reason it never gets fixed isn't that it's hard. It's running the audit alone, negotiating plans alone, handling patient fallout alone — that's what stops people. So we built something different.
This is what the full system looks like.
Not a PDF, not a collection of files — a real step-by-step system with the audit output your accountant will actually understand.
Questions Owners Ask Before Buying
Yes, and honestly, sometimes more so. When you only have a few plans, it's tempting to assume they're all roughly equivalent — but the opposite tends to be true. With fewer plans, one bad contract drags down a bigger percentage of your overall PPO revenue. Practices with 2–3 plans regularly find their worst plan is costing them $30,000 to $60,000 a year. The audit takes the same 30 minutes either way. And if you only have 2–3 plans, the action plan is even simpler.
Most of our clients hadn't either. That's the whole reason this works the way it does — you don't negotiate over the phone. The letter template is a fill-in-the-blank document with your actual numbers formatted into a fee comparison table and financial impact summary. You fax or email it. Provider relations responds in writing. Because the case is already made in the data, they either approve the increase or they don't — there's no back-and-forth conversation to be nervous about. And if you want help filling it in, that's what the 1:1 support sessions are for.
Of course you are — this is the fear that keeps most practices stuck in bad PPO contracts for years. Here's the truth that makes it manageable: patient retention during a plan drop is almost entirely determined by how you communicate the change, not by the change itself. When patients get a generic letter and nothing else, retention is maybe 50%. When they get a warm letter, a proactive phone call from your front desk, and their hygienist is prepared to reassure them at their next cleaning, retention jumps to 80–90%. The communication scripts in the toolkit handle all three. You're not leaving this to chance.
All of them. The dashboard includes step-by-step screen-recording walkthroughs for Dentrix, Eaglesoft, and Open Dental — the three most common systems. If you use something else (Curve, Carestream, tab32, etc.), every modern PMS has a "Production by Insurance Carrier" report. The spreadsheet works with the data, not the software — so as long as you can export production and collections by plan, you're fine. And if you get stuck, book a 1:1 and we'll find the right report in your system with you.
Week 1: you complete the audit and see, for the first time, exactly which plan is bleeding you. That insight alone is often worth the price of the program. Weeks 2–3: you send the negotiation letter (if the plan is worth saving) or the termination notice (if it's not). Weeks 4–8: you see the financial impact — lower write-offs on the remaining PPO volume, or new patients enrolling in your membership plan. Most practices recover the full program cost from the first plan adjustment within 60 days. Everything after that is pure upside.
Every subscriber gets one 1:1 screen share session with our team per quarter — think of it as your standing check-in. Use it to walk through your numbers before you make a decision, draft a negotiation letter together, review your quarterly re-audit deltas, or get unstuck on anything. Annual subscribers get 2 sessions per quarter plus priority response. Between sessions you have on-demand email support whenever you need it. We've done this process with enough practices to know where people get stuck — and the whole point is that you're never stuck alone.
Yes. Monthly subscribers can cancel from inside your member dashboard anytime — you'll keep access through the end of your current billing cycle. Annual subscribers get a prorated refund for unused months if you cancel within the first 90 days, and a full refund at any time under the $10k Recovery Guarantee if your completed audit doesn't reveal at least $10,000 in recoverable annual profit. No retention calls, no forms to fill out, no guilt trips — we'd rather have you happy and able to come back later than locked in and resentful.
Every month you don't see the breakdown is another month of write-offs you can't get back.
The audit takes 30 minutes. And the number you find will either change how you run your practice — or confirm that everything's actually fine. Either way, you deserve to know.