Professional Business Management, Inc.

09/03/2026

Your staff is often the first and last impression a patient has of your practice. Clinical skills matter, but so does how your team handles a frustrated patient, a billing question, or a hectic Monday morning.

Ongoing training is one of the most overlooked investments a practice owner can make. Cross-training staff across roles builds flexibility when someone is out. Scenario-based learning, where your team works through real situations rather than just reading a policy manual, tends to stick far better. And pairing new hires with experienced staff members for the first few weeks can make a meaningful difference in how quickly they contribute and how long they stay.

Help your educated staff to apply what they learn in school to the real-life practice setting.

09/02/2026

When laying out your budget, evaluate options before puling the trigger. For example, upgrading computers might maximize your ROI, but adding another team member to lessen your staff’s load may be the best course of action.

Read the full article: Budgeting for Growth: How to Allocate Resources for Expansion or New Hires
▸ https://pbminc.net/resources/blog/budgeting-for-growth-how-to-allocate-resources-for-expansion-or-new-hires/?utm_campaign=budgeting-for-growth-how-to-allocate-resources-for-expansion-or-new-hires&utm_medium=social_link&utm_source=missinglettr-facebook

09/01/2026

Most practice owners keep a close eye on revenue and collections, but the balance sheet tends to get less attention. That's a gap worth closing, because it tells you things your income statement simply can't.

Your balance sheet gives you a snapshot of what your practice owns, what it owes, and what's left over. It shows you whether you have enough working capital to cover short-term obligations, how much is sitting in receivables, and what your overall net worth looks like as a business. Practice owners who review it regularly tend to catch problems earlier and make better decisions about borrowing, investing, and planning for the future.

A physician practice owner’s week is spent seeing and caring for patients and managing the day-to-day issues of the practice.

08/27/2026

How easy is it for a new patient to book an appointment with your practice right now? If the answer is "call us during business hours," you may be losing people before they ever walk through the door.

Online scheduling lets patients book at whatever time works for them, which turns out to matter more than most practice owners expect. It also frees up your front desk from a significant chunk of phone volume and reduces no-shows, since patients who choose their own appointment time are more likely to keep it. For practices looking to grow without adding overhead, it's one of the easier wins available.

Dental Intelligence allows patients to schedule appointments at a time that is convenient for them, giving you access to patients who do not have time to call during the day.

08/25/2026

If your practice is still running on paper charts, or on an EHR system you've outgrown, it's worth taking a fresh look at what today's platforms can actually do. The technology has come a long way, and the gap between a well-implemented EHR and a poorly chosen one shows up in ways that affect your whole day.

A good EHR does more than store records. It reduces documentation time, flags potential medication errors, and makes it possible for your team to coordinate care without playing phone tag. With nearly 9 in 10 physicians now using some form of EHR, the question for most practice owners isn't whether to use one, it's whether the one they have is actually working for them.

Electronic health records (EHRs) are now central to U.S. healthcare, replacing paper charts with digital systems over the past decade.

08/11/2026

In this article, we’ll explore signs it’s time to hire and other important employment details, including compensation and cultural considerations.

Read more 👉 https://lttr.ai/At5ll

08/06/2026

Adding an associate or partner is one of the biggest decisions a practice owner will make. Get it right and you gain capacity, balance, and a path toward succession. Get it wrong and it can cost you patients, staff morale, and a lot of money.

The legal structure matters more than most owners realize upfront. Whether this person comes on as an employee, independent contractor, or equity partner carries real business and tax consequences. But just as important is whether you actually share the same vision for the practice. The strongest partnerships are built on that foundation before anything else is signed.

Successfully adding an associate requires thoughtful planning, from the employment model to dental plan participation to practice culture fit. Better navigate the process with CDA analysts’ tips and member resources.

08/04/2026

Every time you refer a patient out for a service you could be offering in-house, that's revenue walking out your door. Adding ancillary services like lab testing, imaging, or physical therapy is one of the most effective ways to grow without having to find a single new patient.

MGMA data shows that practices with ancillary services generate 15 to 25 percent higher net revenue per provider than those without. The key is doing your homework before you dive in. Look at your referral patterns, run the numbers on startup costs, and make sure you understand the compliance requirements before anything else.

Explore ancillary revenue opportunities for your practice in 2025, boost income, improve patient care, and stay compliant with smart strategies.

08/04/2026

Long wait times and canceled appointments can put stress on your staff and patients, causing turnover.

Read the full article: How to Evaluate and Improve Your Practice’s Scheduling Efficiency
▸ https://lttr.ai/Atw5w

07/31/2026

When auditing your practice’s schedule, find the average appointment time and confirm that the procedures listed match the actual notes and plan.

Read more 👉 https://lttr.ai/Atp7g