Questionnaire – Elevated Edge

Elevated Edge

Dental Practice Partnership Intake Form

Welcome! Please complete this form so we can understand your practice and tailor a partnership plan that elevates your operations, team, and profitability.

Practice Overview

Practice Name

Practice Location(s)

Primary Dentist(s)/Owner(s)

Number of Operators(Dentists/Associates)

Number of Support Staff(Assistants, Hygienists, Front Desk, Admin)

Number of Hygiene Columns

Average Daily Production ($)

Average Monthly Production ($)

Practice Management Software(s) Used

Current Operations

How would you describe your current operations?Well-organized, mostly self-sufficientSome areas of inefficiencyFrequently reactive / daily “fires” to manageOverwhelmed by administrative or operational tasks

Who currently oversees operations?Owner/Principal DentistOffice ManagerPractice Management Consultant

Other

Current Operational Pain PointsScheduling / patient flow issuesCase acceptance challengesCollections / billing inefficienciesTeam misalignment / accountability issuesStaff turnover / hiring challengesOverhead or financial visibility

Other

Practice Goals

Top 3 priorities for the next 12 months

What would success look like after partnering with us?

Team & Culture

How would you describe your team’s current alignment and accountability?Strongly aligned, clear rolesSome alignment, some confusionDisconnected or unclear roles

Do you have an onboarding or training process for new staff, associates, or partners?Yes – formal process in placePartially informal processNo formal process

Are there areas where your team could improve efficiency or collaboration?

Financial & Performance Metrics

Do you know your Current collections rate, Average case acceptance rate and Approximate overhead (%)?YesNo

Are you tracking KPIs regularly?

Are there areas where financial oversight could be improved?

Partnership Level

Which level of partnership are you interested in exploring?Practice Foundations Partner – Up to 15 hrs/monthGrowth Practice Partner – Up to 30 hrs/monthExecutive Practice Operations Partner – Up to 45 hrs/monthPremier Dental Strategy Partner – Up to 60 hrs/month

Additional Information

Are there specific projects or goals you would like support with immediately?

Any other information about your practice, challenges, or goals?

Thank you for taking the time to complete this questionnaire. Your responses will help us make the most of your upcoming consultation and ensure we deliver strategic support that creates lasting impact. We look forward to connecting with you!

What our clients say about us

"Elevated Edge, led by Allison, provided exceptional business consulting with clear, practical guidance. Their insights helped us streamline processes and make confident decisions. Professional, approachable, and results-driven, they are a valuable resource for any business looking to grow."

Get in Touch

I’d love to connect and discuss how I can help bring value to your business. Whether you need dynamic solutions, dependable support, or innovative ideas, I’m just a message away.

Elevated Edge

Dental Practice Partnership Intake Form

Elevating Dental Teams for Peak Performance, Leadership & Development

Project Coordination & Administrative Support for Dental Practices

Training, Compliance & Online Learning

Financial Clarity, Budgeting & Performance Support for Dental Practices

Strategic Growth Planning & Execution for Dental Practices

Operational Clarity & Systems Optimization for Dental Practices

What our clients say about us

"Elevated Edge, led by Allison, provided exceptional business consulting with clear, practical guidance. Their insights helped us streamline processes and make confident decisions. Professional, approachable, and results-driven, they are a valuable resource for any business looking to grow."

Get in Touch

Let’s Talk