Experienced Operations and Project Management professional with expertise in planning, organizing, and executing complex projects within Dental Support Organizations. Skilled in system integration, process improvement, workflow optimization, and change management.
Overview
11
11
years of professional experience
Work History
Enterprise Onboarding Manager (DSO)
Dental Intelligence
, Remote
02.2040 - Current
Company Overview: SAAS
Successfully organized, planned, and executed projects focused on software implementation, process improvement, and change management
Directed cross-functional teams, applying workflow process redesign and Lean management principles to optimize deployments across 75+ location practices
Created and managed comprehensive project plans, incorporating risk management frameworks, communication strategies, and performance metrics to ensure measurable outcomes
Tracked and evaluated project progress using data-driven insights, provided regular status updates to stakeholders, and adapted strategies to achieve high client satisfaction
Collaborated with Product, Engineering, and Sales teams to resolve operational challenges, aligning solutions with client objectives and enhancing scalability
Standardized processes for decision tree refinements and product capability enhancements, ensuring seamless project integration and alignment with organizational goals
Mentored and coached project staff, fostering a culture of collaboration and accountability to effectively manage multiple concurrent onboarding projects
SAAS
Senior Project and Operations Manager
Pannu Dental Group
, California
07.2023 - 02.2024
Company Overview: Multiple practices Bay Area, California
Project planning and standardization of the internal control process of six multispecialty Dental Practices
Provide detailed ledger and financial reports analysis to correct errors optimize and standardize P&L and enterprise reporting
Product evaluation and implementation of SaaS and AI for payment integration and patient engagement to optimize workflow
Multiple practices Bay Area, California
Senior Practice Applications Specialist
IT Dentalcorp DSO
Toronto, Canada
10.2021 - 06.2023
Company Overview: 500+ practices
Planned and executed large-scale projects, including a 55-location software standardization, aligning workflows with RCM policies to improve efficiency
Directed cross-functional teams to conduct ROI analyses, evaluate technologies, and implement solutions for payment integration and imaging systems, boosting productivity
Developed and tracked project plans, ensuring timely task completion and alignment with organizational goals
Facilitated compliance audits and operational redesigns for 300+ practices using Lean methodologies to optimize workflows and identify improvements
Collaborated with stakeholders and vendors to support acquisitions, aligning new practices with enterprise standards through due diligence and integration planning
Created performance metrics to improve Dentrix reporting accuracy, optimizing revenue across 144 practices
Provided oversight and guidance to project coordinators, ensuring successful execution of enterprise initiatives
500+ practices
Lead Dental Practice Management Consultant/ Coach (Hybrid)
TMFD Financial
Mississauga, Canada
09.2019 - 10.2021
Company Overview: Mississauga, Canada
Performed operational assessment and training need analysis of 50 client dental practices and provided recommendations for process improvement, resource allocation, and change management strategies for business development
Engaged with stakeholders and led business process improvement projects for 15 dental practices for workflow analysis, team engagement, increase operational efficiency and revenue
Performed acquisition assessments to ensure new dental practices met clinical and administrative standards, overseeing onboarding and integration to align with established KPIs
Developed and executed full-scale project plans for digital transformation across 10 dental practices, overseeing every phase to ensure successful implementation and early ROI
Collaborated with software development teams to implement automated practice metrics tracking and integrate with QuickBooks, providing real-time performance data and enabling data-driven decisions for revenue optimization
Mississauga, Canada
Practice Manager
Dentalcorp -DSO
Toronto, Canada
04.2018 - 09.2019
Company Overview: Royal York Dental
Led integration and implementation of practice management, billing, and patient engagement systems, ensuring smooth operations
Developed and executed change management plans for system rollouts, training staff, and optimizing adoption rates
Streamlined workflows by identifying bottlenecks and implementing improvements in scheduling, billing, and patient care
Managed data migration and customization during upgrades, maintaining data integrity and alignment with practice goals
Conducted process evaluations to identify opportunities for efficiency and cost savings
Trained and supported staff on new system features, creating guides and conducting workshops for smooth adoption
Collaborated with IT and vendors to resolve issues and refine system configurations
Monitored key KPIs like patient retention and revenue cycle efficiency post-implementation
Established compliance practices to ensure secure handling of patient data (e.g., HIPAA)
Facilitated continuous improvement initiatives based on feedback to enhance quality and align with practice objectives
Royal York Dental
Practice Manager
Meridian Dental Associates and Access Dental
San Jose, California
11.2015 - 03.2018
Company Overview: DSO
Oversaw daily operations of a multi-specialty dental practice, managing workflows and optimizing processes for a practice that accepted Managed Care insurance plans
Led a 20+ member team, handling staff scheduling, timecard approvals, recruitment, training, and conducting performance reviews to maintain high productivity
Managed treatment plans, billing, and insurance claims, monitoring receivables and negotiating contracts and fee schedules for all providers to maximize financial efficiency
Generated and analyzed monthly practice reports using management software, assessing provider loading and operational efficiency, and presenting strategic growth plans
Achieved a 20% revenue increase within one year by implementing process improvements and optimizing revenue streams
Resolved patient grievances and insurance disputes promptly, enhancing patient satisfaction and supporting a positive practice reputation
DSO
Clinical Research Assistant
Veterans Affairs Hospital
Palo Alto, California
10.2013 - 01.2015
Education
PMP -
Project Management Institute
04.2023
MBA - Hospital Administration and Health Care Management