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    The Nifty Thrifty Dentists

    The Nifty Thrifty Dentists Podcast is proudly hosted by Dr. Glenn Vo, a USA Today and Wall Street Journal Best Selling author, renowned industry connector, and dynamic dental speaker. As the founder of the influential Nifty Thrifty Dentist Facebook group and Dental Lifestyles Magazine, Dr. Vo is committed to elevating the dental profession. In addition to leading a thriving dental practice in Denton, TX, he uses this platform to illuminate the compelling stories of dental professionals and companies that are making a difference in the industry. Each episode not only offers insights and inspiration but also provides exclusive discounts on top-tier products and courses, making this podcast an invaluable resource for dental practitioners dedicated to excellence.

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    Latest Episodes:
    Sean Hamel- Grow Practice Grow Apr 13, 2020
    Show notes

    Sean Hamel is CEO of Grow Practice Grow, a marketing company created out of a need in dentistry. They do websites, SEO and strategic marketing. As a past professional musician, he learned the importance of branding themselves by doing things outside the box. It comes down to building relationships.

    Because of the mass closures, it will be a bit like starting up all over again. Doing things with intention and the aim of making personal connections can really set you apart.

    Lesson #1 from Tiger King- Be Authentically You- Everyone owns their own personality even though they are all very different. There are lots of different people in dentistry, so use who you are to attract the patients you want.

    How do we motivate our patients to come back? Try explaining your sanitation protocols, maybe switch to single-use tools temporarily to give them extra peace of mind. Give them warm fuzzies by going above and beyond for your patients. You don’t have to spend a lot of money on video production, just make a video on your phone and build your connection.

    Lesson #2- Don’t Focus on Your Competition- Paying attention to what everyone else is doing can cause you to lose your focus and hurt your business. There are a lot of things that happen behind the scenes that you may not see. Use what is unique about you and stay in your own strengths. Profit comes from giving quality service.

    Lesson #3- Never Lose Sight of Why You Started- If you start focusing on the wrong things, you will lose sight of what really matters. Taking care of people in your best way keeps you true to your mission. Work backward from your ultimate goal so you can break it down to what really matters to you.

    When you were a musician, why did you do it? He was fortunate to hit all 3 of these points, but despite playing stadiums, he wasn’t happy because he lost focus and wore himself down. When he came to that realization, he found his new trajectory.


    Keanu Oliva- Value Driven Ads Apr 13, 2020
    Show notes

    Keanu Oliva is from Value Driven Ads which provides marketing typically for implants, but they have shifted slightly in their methods given the current situation. By advertising for emergency care, you have an opportunity to continue to advertise your business. Help sustain your practice by changing your focus. They are offering to help 50 practices for free to get their emergency marketing plan together. The parameters for care is emergency patients only, and treating beyond that is a matter of integrity and safety. That means that emergency patients are the only stream of income. Google charges significantly less to advertise using emergency keywords because there are few companies in the space. While Facebook can also be helpful, people tend to Google when they are in pain. The conversion rate is excellent too. The demand is high, but supply is low at the moment. As part of their research, they find key search words in your area to target your ads. There is essentially no risk because Google has a pay per click, so your paying for the effectiveness of your campaign. Directly mention you are open specifically about COVID closures. Value Driven Ads has figured out the more specific algorithms to bring down the costs of Google ads. Approximately 15% of those that click on the ad from their example in NYC. As part of their plan, they create a custom landing page that addresses emergency treatment during closures. They are offering a deal for the first 50 doctors that respond: They will offer the first 30 days of advertising for emergencies free.


    Aaron Bone- MVP Mailhouse Apr 10, 2020
    Show notes

    Aaron Boone is CEO of MVP Mailhouse. How are you doing and how is the business doing? It has been a change helping with homeschooling and getting time with family while still trying to get work done. From a business standpoint, they are feeling the effects because they only cater to dentists, and they are all at a standstill as well. As a leader in direct mail for dentists, what are some action steps we should be focusing on right now? What about the kinds of information that will be important to share with our patients going forward? We can’t have a victim mentality. We are all in this together, and well will get through it together. The psyche of leaders will need to be a victor mentality. Think of what you can do to get ahead each day just a little bit. Be a glass half full person, and take the time to get your mindset right. It’s a great time to learn to be a leader. It’s a great time to coach your team on how to respond to the marketing you produce.

    Reach out to your patients to check on them just because as well as check in with their staff. It’s not what you give, it’s that you are thinking of them to bring value to your patients. Make sure someone is answering the phones because people are still calling. Everyone is having a shared experience, so let them know you are thinking of them.

    How do we reach people who are scared going forward? Everyone is speculating, so it’s a bit of a best guess. Your message usually needs to resonate with the moms in the family. Think about what you would find important to know about your office.

    MVP can mark a heat map of where your patients currently are. They are also reviewing calls for people who have mailed with them before to evaluate the calls to provide even more improvement.

    Your message needs to be more personal than ever. Fewer stock photos and more personal and review based provide reassurance and set you apart as authentic. Start working on your marketing now while you have time.

    MVP just launched a design lab that compares every mailer for effectiveness from a design aspect. This takes some of the guesswork out of finding what will be effective from an analytical standpoint. We find that the most successful mailings have multiple messages. People may not realize you do multiple procedures if they get a single focus mailing.

    For existing customers, you have time to sync up your results with an audit so you know what your most effective campaigns. Information in your system may not accurately track where you get new patients.

    What advice do you have to share as we navigate this challenge? Going back to what was said earlier, the mentality of being a victor instead of a victor will help you personally as well as your family and community. Keep working hard because you will come out stronger.

    Now is not the time to sell, now is the time to give. MVP is offering a free logo makeover for the first 10 people to respond, whether you are a customer or not. In addition, they are providing a free heat map to let you see where your marketing can be focused.


    Mike Buckner- Weave Apr 06, 2020
    Show notes

    Mike Buckner from Weave says they are adjusting to working from home for the last 3 weeks. It has been a big shift for him to go from traveling frequently to being at home. This situation will change normal going forward, and it can be a great time of innovation.

    We expect to see a lot of technology moving to touchless processes. Just like 9/11 changed the way we fly, COVID-19 will change how we deal with sanitation. Online forms and more frequent sanitation options will become much more the norm.

    What are some of the things Weave has done to innovate? We provide both phone and business tools such as texting or online communication. One innovation is the mobile waiting room where the patient texts on arrival and fills out the form online. Prescreens with an automated text link can help screen patients when you reopen. Paperless forms will be the norm to lower risk. Online pay or having the patient handle their own card will prevent a lot of germ transfer as well. Using Apple Pay or Android Pay is actually more secure than carrying a credit card.

    Streamlining your processes for better patient workflow is crucial to being more efficient. Using Weave to forward calls means you can call from home as well as receive office calls to continue booking. They also have rolled out a teledentistry option for a virtual consult which has an insurance code.

    If you are a current Weave customer, check the COVID toolbox that gives instructions on some of the options you can do.

    If you are not a current customer, text “NIFTY” to 385-293-3939 for more information.

    They also have free CE available on their website. https://www.getweave.com/free-ce/

    If you are using Weave already, you can advertise to your patients how the service helps to keep them safe.

    What kind of advice would you give to everyone right now? First, the sun will shine again, so hold on to hope. There will be good that comes out of this. It’s a chance for us to rebuild relationships with friends and family. We will probably not have a chance to take this time again, so double down and make it count.


    Xana Winans- Golden Proportions Marketing Apr 06, 2020
    Show notes

    Xana Winans is the owner of Golden Proportions Marketing. She is both a speaker, business owner, and spouse of a dentist. She says she’s a Boy Scout in hiding and well-prepped for this pandemic. Golden Proportions started 20 years ago to be a company solely for dentists. They cover everything from marketing and branding to call tracking.

    If we are open, we need to let patients know we are there. Before the last recession, they were focused much more on cosmetics, but they saw dentists change strategies to reflect the needs. She feels that we will revert back to bread and butter dentistry again.

    What is the message we need to be sending right now? How about the rest of the year? Focus on communication and connection. Social Media will be your best connection point for patients to relate and humanize the shared experience. Focus going forward will be on the kinds of safety protocols and assurance that they are being protected.

    Show videos with a personal statement from the doctor with behind the scenes use of sterilization. Anything digital will be useful to prevent contamination. Our offices should provide peace of mind with things like online forms and online bill pay.

    Having certain days for more at-risk patients can give peace of mind to patients that need to be more concerned. Texting a patient when your appointment is ready so they do not have exposure to other patients will also help your patients feel confident.

    What are some business tips you can give to those people who are worried? Think objectively and remember that you still have your skills and abilities to help you rebuild. Maintaining good relationships with your patients will keep your practice strong.

    What about using suction to lower particulates? Do whatever you need to.

    Air purifiers may be a requirement in each op going forward.

    Asking for reviews specifically geared towards how the office made them feel safe. You will have lots of questions or objections in disguise. Talk through these questions with your team and prepare answers ahead of time. In addition, add an infection control page to your website to provide information to patients about your protocols. Add a chat function to your website to answer patient concerns. Use marketing aimed at dental emergencies because chances are that many of the local offices are closed.

    Going forward having a high-risk booking block shows insight and a focus on patient care.

    Don’t cut off all marketing because you lose brand awareness, ignore SEO, or mark yourself as closed. This is a great time to launch your business forward with good marketing. Your community is looking for those businesses that are helping.

    Golden Proportions is offering free consults for saving money and preparing to reopen strong. Go to www.goldenproportions.com to find updates on resources specifically to COVID-19. Nothing will last forever, so use this downtime to improve your systems and processes.


    Barb Stackhouse- More to Life/ Profit First Apr 06, 2020
    Show notes

    Barb Stackhouse of More to Life/ Profit First is a hygienist who went into dental education and consulting. She was introduced to the book “Profit First” and began to use the concepts with her clients.

    What is “Profit First”? This is additional profit, not the owner’s pay. There is a difference because you are both deliver the service and own the business. You are doing two roles, but you typically are only paying yourself for one of the jobs.

    The premise is to use multiple bank accounts for specific uses. Categories include your primary intake account, profit, owner’s pay, taxes, and operating expenses. It’s similar to an envelope system, just digital. It simplifies the process and adds clarity to what funds you have where.

    What size emergency reserves should you keep? Do you have overhead insurance and what kinds of things does it cover? It is typically a 90 wait and what does it cover? What would you need to cover in that time? Make sure you have separate savings for yourself personally and one for the business. Both need a minimum of 3 months of expenses. There are places where you can earn a bit more interest such as a money market account, but the initial amount should be liquid for immediate access.

    How do we figure out the percentages to use? It is a very individual thing. If you are tempted, you can even put accounts at other banks so it requires more effort. Starting with 1% of profit is a good beginning amount to build your account.

    Tips for handling the current stress. Get enough sleep and be cautious of what you are viewing to keep a positive attitude.

    When you return to work, it’s okay to adjust your template, but you need to stick to it to be profitable and well structured.

    Once you open, set aside a small percentage of your profit to begin building your reserves. Once you have one quarter’s worth saved, you can begin to take half the overage as a profit payment and the other half stays to continue building. You will be amazed at how quickly it grows.

    The idea is that the less money you see in the account the less likely you are to spend. The operating expenses account looking leaner will reinforce the behavior to spend what you need.

    On a personal level, what does this look like? If you have a goal to pay something off early, set up an account. If you feel you’re overspending in a particular category, make an account so you know when it’s gone you can’t spend any more.

    A dentist contacted her recently after being worried about her practice loan, rent, and concern about having to let go of her staff. People are very scared and worried about their situation to the point of desperation.

    While we have had a number of years with great growth, we knew that a setback was coming. Now is the time to prepare yourself going forward.

    Action steps: You can be profitable no matter how much or how little you have coming in. It is about a mindset shift. Start your savings account and start paying yourself. Take some time for self-reflection and know your value. Dentists tend to think linearly, so apply the steps in order and you will find success.

    How do we get ahold of you? www.moretolife.dental and find a link to both her webinar and the first few chapters of “Profit First”. Make sure to let her know you heard about her from this interview.


    Evan Lazarus- Simple Impact Media Apr 03, 2020
    Show notes

    Evan Lazarus of Simple Impact Media is seeing the impact of COVID-19 on the dental industry. In talking with an oral surgeon who is a client, he mentioned the doctor knows he will get the virus, but it is a matter of when. When the rest of the industry comes to terms with that, we can get back to work. If your office is still open, people need to know that you are there. People are already inundated by emails, so that is not an effective means to send your message. The focus of your message should be informing people of your safety measures as well as making a personal connection with your patients. Pick up the phone and make it personal.

    One of his clients is UPenn Dental School. He placed a banner at the top of their website. It is an easy way to educate your customers about what constitutes an emergency, post limited practice hours, etc. Do not mark your business as closed, even with the temporary close option because it means your phone will not ring at all.

    Look to more nontechnology and human relationships in order to come back thriving. You have an opportunity to be a leader in your community and provide value. Your marketing plan can be as a person who is available to help. Whether it’s a FB Live to your community, using your network of people to help answer questions, or just to be a calm and friendly community member, you can still impact your community. People like to help people they like, and you can be one of those people.

    There are two types of business owners in this situation. One is scared and shuts everything off, the other is working to build their business and opportunities to come back even better. Whatever you do and share, humanize it. Many places are not doing anything to change, so people are looking for answers.

    You may want to consider focusing on children in your practice because parents will not let their children’s care fall off like they may their own. Getting kids into the practice gets the family in the practice.

    Sometimes it takes a terrible situation for leaders to arise, so take your opportunity.


    Tim Twigg- Bent Ericksen Associates Apr 01, 2020
    Show notes

    Tim Twigg is the co-owner of Bent Ericksen HR. We are focusing on HR amid Covid-19 closures. The new HR6210 bill was signed. It starts on April 1st and ends on December 31st. There is a 30-day grace period from March 18th-April 18th. It applies to companies with less than 100 people. They will initially focus on compliance. Being able to qualify as an employee is a rather stringent process.

    For employee sick leave, if they qualify for one type, it is paid at 100% up to a max of $511/ day. If they qualify for another type, it is at 2/3 of their regular pay, up to $200/ day. A person gets up to 80 hours of sick pay if they are full-time employees, otherwise, it is prorated based on hours. For family leave it is a maximum of 12 weeks for full-time employees. The first two weeks are unpaid.

    Employers with less than 25 employees, there is an exemption that says you may not be required to rehire them. There is no double-dipping with sick leave or unemployment benefits. If you provide insurance, you have to continue providing that benefit. You will be reimbursed for fees paid on your taxes.

    Make sure to document everything such as closures that require family leave.

    Now is a great time to audit everything from charts and treatment plans to expired items of paperwork.

    If you have a higher wage worker, you can temporarily reduce pay that reflects the work they are actually performing.

    What can we do if we have an immunocompromised employee that refuses to come back to work? You can do an unpaid leave, or take it as a voluntary resignation, but check your environment to make sure you are in compliance with CDC standards.

    If you are running a skeleton crew, you can do reduced hours or no hours and furloughed employees. If you are doing a true layoff, you will pay a final paycheck or pay as they take on hours. You will need paperwork stating the termination. Check your state guidelines on rehiring to know if the level of their benefits must be reinstated.

    To be eligible for sick leave after April 1st. they are not eligible if the business is closed or they are receiving no hours. They are eligible if they are receiving hours and the business is open. If terminated after April 1st, they are eligible from April 1st until the termination date.

    In regards to the CARES act, there are $10,000 grants in conjunction with an SBA loan. It is designed to help you until the loan comes through. The two types of loans are economic disaster loans and a paycheck protection program. Parts of these loans can be forgiven if it is necessary to keep open your operation or that you are using the proceeds to maintain payroll. Loan amounts can be 2.5 times the amount of your monthly payroll. Loan forgiveness is reduced if you cut your staff or hours by more than 25%. You have until June 30th to evaluate which will be more beneficial and bring your team back.

    Keep excellent records and be thorough if you’re taking advantage of grants or tax credits. On reopening, start working on emergency cash reserves to prepare for emergencies in the future. It is also a time to clarify your policies

    What can we do if we try to rehire and they try to stay in unemployment? There is no mandate to the states that they pay the $600 extra to everyone. They may opt to restructure their formula.

    If someone rejects a job, how does unemployment know? It is about answering truthfully. If you offer and they reject, you do have a right to report them to unemployment.

    If we start working with you now, will you be able to help navigate this? Yes, that is what they do for dental offices every day.

    Who pays for all of this? The government pays for leave and additional unemployment. You have always paid for unemployment.


    Dr. Scott Leune- Breakaway Seminars Apr 01, 2020
    Show notes

    Dr. Scott Leune is from Breakaway Seminars. All of your seminars are based on being prepared. Did you ever see this coming? No, but there are lots of things we can do to prepare for the next wave of opportunities. While we are concerned about what is happening, we can be excited about the new plans for entrepreneurship.

    In many ways, we are opening like a startup again. It's a good time to look at your business from a business owner’s point of view. It’s a good time to cut extra expenses.

    When we reopen there will be a demand. There will be lots of displaced patients. It is also a great time to look for great team members.

    It has changed his company to more of a digital model as well.

    What are some things we should be working on now? Office cleaning and organizing. Not just cleaning, but staff training, overhead management, systems cleanup, install new systems or otherwise improve your business. You can put out ads and give commitment letters for when you reopen. Start your marketing plan and produce your materials. Patients won’t know who is open or not, so stay in communication. We also need to open up our capacity once we get back. This will help handle the surge and catch up on lost revenue.

    Does it mean to open up longer hours or more days? Do what is best for the practice and patients. Expanding the practice should be a priority. We will need to go back to the startup mentality to recoup our losses.

    What would Scott do? When the quarantine hit, we furloughed and stopped certain services to stop the bleed. We are still serving our emergency patients and working with a very small team. If you are currently open, market to current patients and online to let people know you are still open. Make sure you are marketing to the right groups. When you reopen, push the marketing hard while opening your schedule to the highest capacity.

    When you reopen are you bringing the whole team back? We will transition as the reopen happens. We will be prepared to add your team members back quickly. Meanwhile, be responsible for the safety of exposure for your patients.

    When will this be over? He has no idea, but the fact that we are having to flatten the curve says this will be here for a while.

    The big opportunity going forward is to increase our entrepreneurial prowess to build and grow in a new environment.

    What are some action steps we can do? You could work these things on your own, but it’s much more beneficial to get an educator or consultant. Front Office Rocks is great for your team training, and of course, Breakaway Seminars will provide system training. Many consultants are offering single hour consulting options, so take advantage.

    When will your online component begin? Anyone that missed a seminar due to closure can attend any future date to attend a live event. In addition, you have access to digital modules in a few weeks. Content will release as soon as they are ready. We are also looking to modify to a more workshop base so that attendees can utilize what they have learned.

    Should we keep investing in the business or save everything we can? If you are close to bankruptcy, save what you can to stay open. If you get a stimulus, use the money to upgrade things that will bring income quickly, unless it’s absolutely necessary. That means business systems, funnels, marketing and training to do things better.

    Going forward, how do we best deal with hygiene? Hygienists may be afraid to work or ask for a significant raise. Are you following recommendations? If so then you need to find a new hygienist. If they want a significant raise, see if it’s an individual thing or if the market says we need to pay more. It would be a great time to move to assisted hygiene if you don’t already, or for more impact hire a hygiene consultant. You may need to pay more while looking for a new hygienist. Many offices pay based on a hybrid system based on production.

    Now is the time to become a leader in your practice.


    Kinzie Hess- Broxson- Dental Logic Mar 27, 2020
    Show notes

    Kinzie Hess- Broxson is the cofounder of Dental Logic. During office closures, this is a great time to clean up the outstanding insurance claims to bring income into your office. Insurance build in is the first aspect to clean up. By putting group numbers together, updating plans for all patients is simplified so that changes apply to all the applicable patients at once. This makes verification even easier. While it may seem tedious, now is a great time to do it.

    How do you organize it on Dentrix? Most of the platforms are the same. It’s not a matter of learning the software, it’s linking group numbers together. There may be duplicate insurance locations listed as well. Merge those together for simplification.

    Also, make sure that all of your claims are being sent. Sometimes claims will be batched, but unsent. If it hasn’t been submitted, do it because things such a prohpys are simple to send and bring in payments to help you weather the closure.

    To send a claim in Open Dental, go to reports, standard, go-to monthly- outstanding insurance claims. Print the entire list by date of service and export. Work your way down. It is easier to group them by the insurance companies to be more efficient. Go by over 90 days first. Make sure the ID, date of birth and payer are correct or it will automatically be rejected. Look at the narratives on the clearinghouse if they have not been accepted. Send any information they requested now so that you don’t have to fight the influx that will happen when the office is back at full capacity.

    There may be a claims not sent report that you can pull to check for other claims you can file. It’s a great time to make sure your payment plans are accurate. You can also create great insurance builds for your plans.

    Is there a limit on how long you have to send a claim. It varies by the insurance company. Ameritas is 90 days, but many have up to a year. If you are working on an appeal that runs past the claim submission time, you can still work on the claim to collect.

    If you submit a nonemergency claim during this time, will they reject it? They will typically do a courtesy. Keep in mind that people who have been laid off may not have coverage or have not paid for COBRA. You risk not being paid if you can’t reach the company. The suggestion is to collect upfront. Honor the in-network fees and you may get a refund check.

    How do we know that the information won’t change after you build it? When you verify, check if there are any changes. Most of the time that happens at the end of the year. When you update one plan, you can apply it to the other members of your group.

    Training can be very important right now too. If you don’t submit online claims, now is a great time to start that process. Audit your notes, make templates for auto notes for simplified narratives.


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