Converting leads into lifelong patients is more than just a process. It’s about alignment, insight, and execution. In this episode, we explore how leading DSOs tackle the challenges of lead management and the patient experience. Daniel Mirsky, SVP and Chief Information Officer of Sage Dental, and Heidi Arndt, Founder and CEO of Evolve Dental Advisors, discuss operationalizing soft skills, breaking down clinical silos, and building sustainable growth engines for DSOs.

Key Takeaways:

(02:34) Routing inbound calls to the right teams is key to lead conversion.

(05:24) No schedule blocks for new patients means lower conversion and limited growth.

(10:25) Cross-training clinical and ops teams breaks silos and boosts patient understanding.

(15:34) Centralizing insurance support helps spot trends and resolve complex issues faster.

(21:27) A finance waterfall provides flexible options for patients with varying budgets.

(24:55) Integrating dialer and practice systems enables quick, patient-focused action.

(30:41) Urgency comes from explaining why treatment matters and the risks of delay.

(32:18) A focused AI or aligner campaign aligns the team and boosts performance.

Resources Mentioned:

Daniel Mirsky

https://www.linkedin.com/in/danmirsky/

Sage Dental | LinkedIn

https://www.linkedin.com/company/sage-dental-southeast-florida/

Sage Dental | Website

https://mysagedental.com/

Heidi Arndt

https://www.linkedin.com/in/heidirarndt/

Evolve Dental Advisors | LinkedIn

https://www.linkedin.com/company/evolve-dental-advisors/

Evolve Dental Advisors | Website

https://www.evolvinggroupdentistry.com/

CareCredit

https://www.carecredit.com/

Patient Prism

https://www.patientprism.com/

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