PRACTICE HEALTH ASSESSMENT
See Your Practice More Clearly.
Crownhart Dental Consulting provides a comprehensive, data-driven evaluation of the systems, performance indicators, workflows, and operational factors affecting your dental practice.
We look beyond individual numbers to identify how the different areas of your practice are working together — where performance is strong, where opportunities are being missed, and which improvements should be prioritized first.
Comprehensive Practice Health Assessment — $1,995.00
Includes one practice location · Additional locations $1,295.00 each
Clear findings. Practical recommendations. A prioritized path forward.
Financial Performance
Understanding the Numbers Behind the Practice
We evaluate production, collections, accounts receivable, insurance performance, revenue-cycle processes, financial trends, and other indicators that may be affecting profitability and cash flow.
Operational Efficiency
Identifying Where Time and Opportunity Are Being Lost
Scheduling, patient flow, front-office systems, hygiene processes, handoffs, follow-up systems, technology utilization, and daily workflows are reviewed to identify inefficiencies and opportunities for greater consistency.
Leadership & Team Systems
Creating Stronger Systems for Stronger Team
We evaluate role clarity, accountability, communication, training, leadership structure, and operational systems that influence team performance and the practice’s ability to implement change successfully.
Patient Experience & Growth
Strengthening the Patient Journey
We review patient communication, retention, reactivation, treatment acceptance, follow-up systems, and other factors that can influence the patient experience and sustainable practice growth.
The Crownhart C → R → O → W → N Path
Our assessment follows a structured process that turns practice information into meaningful findings, clear priorities, and practical next steps.
C — COLLECT
Gather the reports, data, systems information, and perspectives needed to understand where the practice stands.
R — REVEAL
Analyze the evidence to uncover strengths, performance gaps, and the causes behind them.
O — ORGANIZE
Separate urgent concerns from longer-term opportunities and put priorities in the right order.
W — WORK
Connect each important finding to practical actions, systems, resources, and tools.
N — NAVIGATE
Give leadership and the team the knowledge needed to monitor progress and maintain improvement.
“C.R.O.W.N. creates the path forward. B.R.I.D.G.E. strengthens communication along the way—helping teams create clearer, more consistent, and more compassionate conversations throughout the improvement process.”
WHAT THE ASSESSMENT INCLUDES
What Your Assessment Includes
✓ Comprehensive practice-health analysis
✓ KPI and benchmark evaluation
✓ Financial and revenue-cycle review
✓ Scheduling and capacity analysis
✓ Hygiene and treatment-performance review
✓ Patient retention and growth review
✓ Front-office and clinical-support workflow review
✓ Technology and systems evaluation
✓ Leadership and team systems review
✓ Doctor/Management and team input
✓ Identification of strengths, risks, and root causes
✓ Executive Practice Health Report
✓ Department findings and scorecards
✓ Prioritized recommendations
✓ 30/60/90-day action plan
✓ Applicable Crownhart SOPs, checklists, and improvement resources
✓ Personalized Recommendations for Applicable Crownhart Toolkits
✓ Assessment findings review
The proprietary Crownhart assessment systems remain internal. You receive the findings, recommendations, action plan, and resources needed to understand and act on your results.
Clear Findings. Practical Next Steps.
Identifying an opportunity for improvement is only the beginning. Every important finding is connected to practical guidance and clear next steps.
WHAT WE MAY FIND
Revenue is being lost
Accounts receivable and follow-up processes are inconsistent, contributing to delayed or lost revenue.
WHAT'S INCLUDED
The guidance to improve it
Applicable revenue-cycle recommendations, SOPs, follow-up checklists, and improvement guidance are included with your assessment at no additional charge.
WHAT MAY BE RECOMMENDED
Revenue Leakage Index
When a specialized Crownhart workbook would help the practice implement or maintain the improvement, it may appear in your Recommended Toolkit.
Assessment Client Price: 50% off regular price
Your Recommended Toolkit may include resources such as the Daily Practice Performance Log, Employee Cost & Wage Analysis, Scheduling Health Evaluation, Medical Billing Professional System, or other Crownhart tools specifically matched to your findings.
What’s Included—and What’s Optional
INCLUDED
Your Complete Assessment & Implementation Guidance
Your assessment includes your complete findings, prioritized recommendations, customized 30/60/90-day action plan, and applicable Crownhart SOPs, checklists, one-page “How-To” guides, and improvement resources related to the areas identified.
Included with your $1,995.00 assessment
OPTIONAL
Professional Workbooks & Systems
Specialized Crownhart tools may be recommended when they can help your practice implement, track, or maintain an improvement identified through your assessment.
Assessment Client Price: 50% off regular price
OPTIONAL
Additional Consulting Support
Implementation assistance, team training, accountability, or ongoing strategic consulting is available when your practice would like additional hands-on support.
Purchased separately
Your Practice Health Assessment stands on its own.
You are never required to purchase an additional Crownhart product or ongoing consulting service to receive your complete findings, recommendations, 30/60/90-day action plan, and applicable implementation guidance.
Every practice is different, so every practice should not receive the same collection of tools.
Your assessment identifies which Crownhart resources are actually relevant to the findings in your practice. You can then choose the tools that make sense for your priorities, your team, and your budget.
Finding → Recommended Action → Included Resource → Optional Specialized Tool
Buy what you need. Use what applies. Skip what doesn't.
Your Recommended Toolkit
What Happens After Your Assessment?
DO IT WITH YOUR TEAM
Use your report, action plan, SOPs, checklists, and included guidance to implement the recommendations internally.
ADD THE TOOLS YOU NEED
Purchase only the professional Crownhart workbooks or systems recommended for your practice at your 50% Assessment Client Price.
ASK CROWNHART TO HELP
Choose targeted implementation assistance or ongoing consulting if you want additional guidance, accountability, or strategic support.
Your Practice Health Assessment stands on its own.
Our goal is to help you understand your practice, strengthen its systems, and give your leadership and team the knowledge and tools needed to maintain improvement.
HOW THE PROCESS WORKS
1 — Discovery
Start with a complimentary conversation about your practice and concerns.
2 — Information Collection
Receive your report request list and the applicable doctor, management, and team input forms.
3 — Analysis
Crownhart completes the Practice Health Assessment using verified data, benchmarks, systems review, and applicable practice input.
4 — Findings & Path Forward
Receive your complete report, recommendations, 30/60/90-day priorities, included improvement resources, Recommended Toolkit, and findings review.
Ready to See Your Practice More Clearly?
Begin with a complimentary conversation about your practice, your concerns, and what is needed to complete your Practice Health Assessment.
$1,995.00
First practice location
$1,295.00 each
Additional practice locations