Dental Consulting & Outsourced Billing Solutions

Management & Consulting

Dental Practice Management Consulting

We partner with you and your team to create customized systems and protocols that are written, measurable and easy to manage for growth and profitability.

Let’s get your dental practice set up for success and prepped for a profitable future!


Administrative training on

  • Insurance management
  • Accounts receivable
  • Effective scheduling
  • Co-payment calculation
  • Co-payment collection
  • Treatment planning
  • Patient retention protocols
  • Verbal skills training
  • Internal communication skills
  • Implementation of daily metric tracking
  • Staff meetings and huddles


Outsource your insurance claims to our experienced in-house team

  • Submitting claims
  • Posting paper checks
  • Retrieving and post EFT’s
  • Claims research over 30 days


Strategic coaching sessions to discuss

  • Oversee conception to opening
  • Marketing timeline
  • Coordinating vendors
  • Insurance participation
  • Team hiring
  • Team training
  • Administrative support
  • Opening day support


Coaching, education, and support to help you navigate

  • Customized transitions checklist
  • Establish protocols and systems
  • Due diligence
  • New practice assessment
  • Transition support
  • Navigate team introductions
  • Opening day support


One on one strategy coaching with the Dentist focused on

  • Goal setting and accountability
  • Short and long term planning
  • Profit and loss analysis
  • Coaching and effective leadership
  • Strategic planning and growth
  • Management of multiple locations
  • Partnership negotiations & associate on-boarding


Coaching and support for launching new dental practices

  • Oversee conception to opening
  • Marketing timeline
  • Coordinating vendors
  • Insurance participation
  • Team hiring
  • Team training
  • Administrative support
  • Opening day support

Fully Integrated

Outsourced Dental Practice Billing Solutions

Let our experienced team worry about your outstanding insurance claim management.


  • Submission of all claims created
  • Audit of submitted claims for proper documentation
  • Review of all claims over 30 days
  • Extensive research into unpaid claims
  • Resubmission of claims as needed
  • Extensive documentation explaining activity on all open claims
  • Communication with patients as necessary about insurance benefits


  • Posting of all insurance paper checks
  • Retrieval and posting of all Electronic Funds Transfer (EFT)
  • Detailed documentation explaining account balances
  • Investigation of all denied claims
  • Appropriate allocation of all payments


  • Gather licensee information
  • Complete Applications
  • Submit Applications
  • Track Application Status

Dental Practice Acquisition Support

Buyer Representation

With over 20+ years of experience supporting buyers in the New England Market, our team has the practice management expertise to educate and protect potential buyers.


  • Expense review
  • Cash-flow assessment
  • Follow up Zoom review of data
  • Purchase price support
  • Support the assembly of the team including an attorney, accountant, banker and insurance agent
  • Ongoing calls, Zoom and email support


  • Accounts receivable and patient credits evaluation
  • Review of production be procedure to identify growth opportunities
  • Billing analysis
  • Outstanding insurance claim review
  • Hygiene capacity review
  • Pre-closing check list and due diligence review
  • Unlimited phone calls and email support through closing


  • Dental software onboarding and seller transition support
  • New vendor account setup support
  • Team transition issues/concerns support
  • Transition training support
  • Post closing support
  • Unlimited phone call and e-mails support for 2
    weeks post-closing


Happy Clients

Audrey Herod

Our office has been working with Rosen Summit Dental Advisors’ outsourcing team since October 2022. It was a big decision to move all insurance postings, claims and AR out of the office after having had it in house since the practice opened 40 years ago. Deidre and her team helped to make the process as easy and stress free as possible. They are always there with a quick response to any questions or concerns that we need addressed to help make the process work. I look forward to continuing my working relationship with Rosen Summit and would recommend their services to any other office looking to make the move to outsourcing.

Michaela D

Rosen Summit has been really great for my business. Here's why: 1. With staff turnover/FMLA/COVID/vacations/maternity leave, it is reassuring to know that no matter what happens, insurance and billing are handled timely and professionally. 2. If the insurance/billing coordinator is away, the company will or can assign another person who is trained just as well to cover. 3. There is a clear system in place that is followed consistently. 4. The billing/insurance coordinator that I have is wonderful-she is a pleasure to work with, provides excellent communication, and has been extremely helpful. My team loves working with her.

Fred N.

Recently, our office worked with Rosen Summit Dental Advisors LLC to clean up some systems and protocols that had become outdated. I found their experience and dependability to be very professional and consistent. Whether it's coaching employees on how to manage software issues or guidance on current trends in the dental field, Nancy and Tara bring a wealth of knowledge and resources to the table. I confidently recommend their service to both a start up and an established practice.

Smiles By Rosie Family Dentistry

I put off bringing on a third party for claims for years and just wish I'd found them sooner! Very easy to get onboarded, and they are very thorough with getting all claims paid, including previously rejected ones, hunting down obscure info, getting insurance reps on the phone, and just making sure all your claims are paid. Definitely will boost your production, and everyone is very friendly!

Let's Connect!

How We Can We Help You?

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For time sensitive questions please give us a call -  (781) 724 -7975

Monday-Friday 8:00am-5:00pm EST.

Call Us

Our consulting services are tailored for dental practices at various stages of their business cycle, from start-ups needing guidance on opening their practice to established practices looking to improve management, increase profitability, and plan for transitions. We support practices in implementing effective systems and protocols, handling insurance claims, strategic planning, and more, making our services beneficial for a wide range of dental practices.


Have More Questions?

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