The Patient Experience Blueprint

What if the key to a better practice wasn't seeing more patients, but being more intentional about the ones you do see? In this episode of The Patient Experience Blueprint, host Josh DeVries sits down with Dr. Todd Snyder, a cosmetic and restorative dentist, lecturer, inventor, and founder of the Legion education platform. Dr. Snyder has been in practice for 32 years and runs two private offices built around one core belief: strategy matters more than volume. What we cover: Getting clear on your strategy is the single most important thing you can do for your practice How to build an online presence that attracts the patients you actually want Why the patient experience begins long before they walk through your door The common mistake dentists make when adopting new technology – and the simple fix Why sometimes the best move is doing the opposite of what everyone else in your area is doing The mindset shift that helps you stop reacting to your schedule and start leading your practice What inspired Dr. Snyder to build Legion and how it helps dentists implement what they learn Why genuine human connection is one of the most underused tools in dentistry today Connect with Dr. Todd Snyder: Website: DrToddSnyder.com Legion Education Platform: LEGIONdentist.com Practices: AestheticDentalDesigns.com | ConciergeCosmeticDentistry.com Podcast: Delusional: Winning the Weekly War of Dentistry – available on Apple Podcasts, Spotify, and all major platforms

Trust isn't something you can script. But it is something you can build — deliberately, consistently, and at every single touchpoint. In this episode, Josh DeVries sits down with Dr. Mark Costes, founder of the Dental Success Institute, co-founder and CEO of the Dental Success Network, and host of the Dentalpreneur Podcast. With 16 practices built or acquired across California and Arizona, an international keynote career spanning 80 cities a year, and a nonprofit — Smile Outreach International — delivering an estimated $2 million in charitable dentistry across seven countries this year, Mark brings hard-won perspective on what it actually takes to build a practice that thrives. What we cover: Why the best clinicians aren't always the most successful practice owners — and what the missing skill actually is The patient touchpoint framework: 8–10 intentional moments that define how patients feel about your practice How to train your team to build trust consistently — even when you're not in the room The attrition problem: why tracking new patients without tracking lapsed ones is leaving money and relationships on the table How to reactivate patients who haven't gone anywhere — they've just been forgotten If you're a practice owner, office manager, or clinician who knows the clinical side is solid but something in the patient experience isn't landing, this episode gives you the language, the framework, and the mindset shift to fix it. Connect with Dr. Mark Costes: Website (Dental Success Institute): https://www.truedentalsuccess.com Dentalpreneur Podcast on YouTube: https://www.youtube.com/@markcostes/podcasts Dr. Mark Costes on YouTube: https://www.youtube.com/@markcostes Dental Success Network: https://dentalsuccessnetwork.com Book – Pillars of Dental Success: Available on Amazon and Indigo LinkedIn: https://www.linkedin.com/in/mark-costes-dds/ Instagram & TikTok: Search Dr. Mark Costes Books Mentioned: Unreasonable Hospitality – Will Guidara Delivering Happiness – Tony Hsieh

Most dental practices aren't failing because of a lack of patients or marketing. They're failing because complexity got baked in early – and no one stopped to ask why. In this episode, we sit down with Dr. Howard Farran, founder of Dentaltown.com, and author of Uncomplicate Business. With nearly 40 years in dentistry and a platform that reaches hundreds of thousands of dental professionals, Howard brings his signature candor to the questions every practice owner should be asking but isn't. What we cover: Why growth doesn't create chaos – it just reveals the chaos that was already there How AI is about to do in 20 years what the Industrial Revolution took 200 years to accomplish How phone conversion – not marketing – is the fastest way to double a practice Why making an exception three times means you have a broken system, not a compassionate one Fraud prevention in dentistry: why 25% of dentists are stolen from and how to protect yourself The owner-carry model for selling a practice and why it beats a DSO buyout Revenue per location vs. number of locations: the metric that actually matters From the danger of confusing busyness with productivity to the case for building a lean, high-margin single-location practice, Howard challenges dentists to stop multiplying chaos and start engineering clarity. If you're a dentist, practice owner, or operator who suspects your systems are working against you, this episode is the honest gut-check you've been waiting for. Connect with Dr. Howard Farran: Ask Howard questions directly on Dentaltown.com Book: Uncomplicate Business – Website | Amazon | Goodreads | Audible YouTube: Dentaltown’s “Dentistry Uncensored with Howard Farran” podcast LinkedIn: Howard Farran

AI isn't coming to dentistry – it's already here. And waiting to see if it "sticks" might be the costliest mistake your practice makes this year.In this episode, we sit down with Laura Nelson, VP of AI Training and Development at Mango Voice, founder of Front Office Rocks, and author of Brush Up on AI. With over 20 years of dental industry experience and a track record of training thousands of dental professionals, Laura shares why AI adoption isn't optional anymore – and how practices can stop running behind and start reclaiming time.What we cover:Why AI is moving faster than any technology dentistry has seen beforeThe truth about job security: AI won't replace you, but someone who uses AI willHow to identify where your practice is dropping the ball before implementing AI solutionsPractical, free tools like ChatGPT that can transform daily workflows right nowWhy plugging AI into broken systems only makes things worseHIPAA and privacy concerns every team member needs to understandHow to use AI for role-playing difficult patient conversations and phone skills trainingFraming AI adoption around patient experience, not just profitabilityWhat team members really need to hear: "What's in it for me?"The future of connected AI across scheduling, phones, scribing, and patient careFrom overcoming team resistance to understanding what efficiency actually looks like when you've never had it, this conversation challenges dental professionals to stop crossing their arms and start asking better questions.If you're a dentist, office manager, or team member navigating the tension between staying efficient and staying human, this episode offers honest, practical guidance from someone who's lived in the front office trenches.Connect with Laura Nelson:Website: LaurenNelsonSpeaks.comFront Office Rocks: FrontOfficeRocks.comLaura’s books: Brush Up On AI (2025), Step Away From The Drill (2018) Facebook Group: Brush Up on AIMango Voice (Margo AI): MangoVoice.comLinkedIn: Laura Nelson

Dentistry isn't just another business – and treating it like one can quietly destroy your culture, patient trust, and long-term success.In this episode, we sit down with Howard Farran, CEO and Founder of Dentaltown, Farran Media, and the Dentistry Uncensored Podcast. With over 25 years of clinical experience and a track record of building one of the world's largest dental communities, Howard shares why generic business advice often fails dentists – and what practice owners should focus on instead.What we cover:Why dentistry is fundamentally different from most businessesHow fear – not finances – holds many dentists back from ownershipThe real impact of practice culture and employee turnover on patient experienceLessons from building Dentaltown into a global community of 160,000+ dental professionalsWhy mentorship, ownership, and accountability still matter in modern dentistryFrom overcoming early-career fear to building teams that actually care, this conversation challenges dentists to stop settling and start leading practices rooted in purpose and heart.If you're a dentist, associate, or practice owner navigating the tension between patient care and business pressure, this episode offers unfiltered insight from someone who's lived both sides.Connect with Howard Farran:YouTube: Dentaltown's "Dentistry Uncensored with Howard Farran" podcastLinkedIn: Howard FarranHowardFarran.comUncomplicate Business – Website | Amazon | GoodreadsDentaltown: dentaltown.comTwitter/X: @HowardFarranInstagram: @dentaltown

What does it really mean to create a "WOW" worthy patient experience in dentistry? In this inspiring episode, we interview Dr. Anissa Broussard — dentist, marketing agency founder, and the first female dentist podcaster — who shares her powerful philosophy around patient care and practice growth. Dr. Broussard’s approach goes far beyond clinical skill, focusing on treating every patient like family, connecting from the heart, and delivering unexpected moments of delight. From the way dental teams can welcome children to how practices can leverage digital marketing, her patient-first mindset shines through. Whether you’re a dentist, office manager, or part of a dental team, this episode is packed with actionable wisdom on transforming both your patient experience and your professional journey. Tune in now and discover how authentic care, bold marketing, and a healing mindset can transform your dental practice. You can find Dr. Anissa Broussard of Digital Floss on LinkedIn and on Instagram at @dranissabroussard.

Your security standards shouldn’t stop at a BAA. In this episode of The Patient Experience Blueprint, our CTO Owen Ingraham breaks down what it means to go beyond checkbox compliance. With SOC 2 Type II certification, Intiveo is setting a new standard for trust in the dental industry. “The framework is essentially a whole suite of policies and compliance targets that need to be met, not just at one point in time, but over an extended period of time where a third-party auditor is going to take the time to ensure that you’re meeting those compliance standards.” - Owen Ingraham Learn how Intiveo is leading the charge on patient-first data security, and what this milestone means for large DSOs and every practice striving for a safer, more reliable experience.

In this episode of The Patient Experience Blueprint, we speak with John Poli, Industry Principal for Healthcare at RingCentral, about the transformation of patient communications across dental practices — from large DSOs to single offices. John breaks down how AI and UCaaS (Unified Communications as a Service) are helping streamline experiences, improve trust, and address industry-wide issues like burnout, patient retention, and staffing shortages. We also highlight the partnership between RingCentral and Intiveo — a powerful collaboration reshaping how dental providers communicate with their patients.

In this episode of The Patient Experience Blueprint, we speak with Laura Alexis, the CEO and Founder of POP Recovery Systems, about why recovery shouldn’t stop at the OR doors. Laura shares the deeply personal story that inspired POP, a patient-centered platform designed to provide guidance, safety, and emotional support throughout the surgical journey.What you’ll hear:Why “Patients Over Profits” isn’t just a slogan — it’s the mission What a truly supportive pre-op and post-op patient journey looks like How POP blends technology with human care to create powerful outcomes

What do Matt Damon, Cher, and Kate Hudson have in common? Their smiles were crafted by Dr. Jon Marashi — but that’s only part of the story. In this episode of The Patient Experience Blueprint, we sit down with the celebrity dentist and co-founder of Byte to talk about transforming dentistry through entrepreneurship. Dr. Marashi walks us through his journey from private practice to building a billion-dollar brand, and how he continues to innovate with products like the M Sonic Luxury Tonic toothbrush.

This episode of The Patient Experience Blueprint delves into Project FIND-EM, a groundbreaking initiative by the University of Utah that employs forensic isotope ratio mass spectrometry to help identify unknown human remains. Plus, we examine how Project FIND-EM intersects with the patient experience and discuss how participation can deepen the bond between patients and their dental providers, fostering trust and long-term engagement.

In this episode, we sit down with ArNelle Wright, a seasoned dental professional and inspiring leader, to explore her journey in the dental field and uncover practical advice for shaping effective teams and dental practices. ArNelle shares the key traits of strong leaders, her view on mentorship, and discusses common challenges dentists face, such as practice management and aligning team goals — and shares potential solutions.

Danielle Apostolon from CareQuest Institute for Oral Health explains the shift towards value-based care in dentistry. Understand how this model prioritizes quality outcomes over the quantity of services, and how dental practices can adopt this approach to improve patient care and satisfaction. Danielle also explores how value-based care transforms the patient journey by focusing on preventive measures, personalized treatment plans, and long-term health benefits, ultimately leading to more satisfied and healthier patients.

This episode, hosted by Intiveo’s CEO Josh DeVries, uncovers the trends from one of Initveo’s most popular content pieces: our annual trends report. Listen to get insight into the emerging patterns in the dental industry, identify upcoming opportunities, make future-focused decisions and understand how these trends may impact your business. Take a look at our guide here: https://intiveo.com/trends-2025-guide/

In this episode, we are joined by Dr. Shahrooz Yazdani, CEO and Director of Yazdani Family Dentistry and Costello Family Dentistry. Dr. Yazdani, who earned his DDS degree with Honours from the University of Toronto and completed a prestigious two-year residency in North Carolina, brings a wealth of knowledge and a commitment to excellence in dental care. He will share his journey in dentistry, the importance of high-quality care, and how his practices maintain a commitment to patient satisfaction and clinical excellence. Discover how Dr. Yazdani's dedication to advanced training and continuous improvement sets his dental practices apart and ensures exceptional patient experiences.

Jinesh Patel, CEO of UptimeHealth, discusses the impact of equipment downtime on dental practices and introduces strategies to prevent it. Learn how innovative technology can automate medical device management, enhance patient care, and reduce operational costs. Jinesh will also highlight how these improvements directly benefit the patient experience by minimizing disruptions in care, ensuring timely treatments, and maintaining high standards of safety and reliability in dental procedures.

In our most recent podcast episode, Integrating Medical and Dental Care: The Future of Dentistry, we are joined by Dr. Jessica Pharar of the Pharar Foundation. November is Mouth Cancer Action Month, making it a perfect time to talk about the importance of dental care for cancer patients. The Pharar Foundation has made it a priority to transform the lives of patients affected by cancer through their dental health.

Dr. Alex Gruenberg, an expert in robotic-assisted dental surgery, shares his experiences with the Yomi Robot and how it has transformed his practice. Discover the benefits of a fully digital workflow and the future of implant dentistry. Dr. Gruenberg also discusses how these technological advancements enhance the patient experience, offering more precise, less invasive procedures, shorter recovery times, and higher satisfaction rates through improved outcomes and streamlined care processes.

Join us for this insightful discussion with Intiveo Co-Founders, Owen Ingraham and Nathan Devries.In this episode, we delve deep into the fundamentals of dental data security, a critical aspect of modern dental practice management. As dental practices increasingly rely on digital records and online systems, the importance of protecting patient information has never been greater. We'll explore why robust data security measures are essential for maintaining patient trust, ensuring regulatory compliance, and safeguarding against financial loss. In this episode, Nathan and Owen share actionable insights and best practices to help dental professionals safeguard their data, prevent breaches, and maintain compliance with regulatory requirements. They also discuss the impact of data security on patient trust and practice reputation, and how a proactive approach to data protection can prevent financial losses associated with data breaches. Resources: https://support.microsoft.com/en-us/office/protect-yourself-from-online-scams-and-attacks-0109ae3f-fe61-4262-8dce-2ee3cd43bac7 https://haveibeenpwned.com/ Download Intiveo's Digital Security Basics for Dental Practices for insights on: Why digital security is so important The Health Insurance Portability and Accountability Act (HIPAA) and the Personal Information Protection and Electronics Document Act (PIPEPA) Common data breaches like phishing and ransomware Text and email best practices And, for Canadian dentists, how Law 25 in Québec impacts you Download our guide here: ⁠ https://intiveo.com/digital-security/

In this webinar, Intiveo’s VP of Customer Experience, Ryan Dalton, provides insights into which success metrics are the most meaningful for dental and oral surgery practices. We walk you through which benchmarks help you measure the success of your patients’ experience and your engagement with them. Some of these benchmarks include: Confirmation rates New social reviews Survey response rates Recall successes And more! We provide context for each metric and benchmark, giving you the information you need to strategize for patient engagement at your practice!

Join us for an insightful episode of The Patient Experience Blueprint, where we explore the vital link between staff satisfaction and patient satisfaction in dental practices. We are thrilled to introduce Monica from Blossom Dental Consulting, who brings a wealth of experience and expertise in transforming dental practices through positive staff engagement. In this episode, we'll delve into the direct correlation between happy staff and happy patients, uncovering how high staff morale translates into better patient care. Monica will share her insights and practical strategies for creating a positive and supportive work environment, backed by real-world examples of practices that have successfully enhanced both staff and patient satisfaction.

From communication breakdowns to logistical hurdles, we shed light on the various obstacles that practices face when transferring patients between practices and specialties. Through engaging discussions and real-world examples, listeners will gain valuable strategies and best practices for navigating referral processes more effectively. Whether you're a practice seeking to enhance patient care coordination or a patient interested in understanding the complexities of referrals, this episode offers invaluable perspectives on streamlining the referral journey for better outcomes. Tune in to discover how collaboration, communication, and innovation can pave the way for smoother transitions and improved patient experiences in healthcare.

Join us for this episode of The Patient Experience Blueprint as we delve into the realm of effective communication with new dental patients. In this episode we will explore techniques to go beyond surface interactions and create lasting connections. Sara Van Kruyssen joins Intiveo, and will share practical strategies for building rapport, fostering trust, and addressing patient concerns right from the initial encounter. Whether you're a seasoned practitioner or a newcomer to the field, this webinar promises valuable insights to enhance patient engagement and satisfaction in your dental practice.

You got into dentistry to help support great oral health outcomes. So why are we talking to you about marketing? Having a good marketing strategy is an important way to grow your dental or oral surgery practice. Leveraging word-of-mouth in the digital sphere can help you cast your net wide as you find loyal patients to connect with your practice. In this episode of “The Patient Experience Blueprint” Intiveo’s Meghan Clark sits down with Melissa Barlock of Enspire Dental Opportunities to discuss dental marketing strategies - and to help you take a fresh look at what you're already doing. Word-of-mouth is a time-honored way that dental practices grow. This part of marketing your dental practice has always been integral. This is still true - and, it’s especially true in the digital space. Word-of-mouth as a concept has seamlessly transitioned into the online arena, manifesting as digital marketing efforts that resonate with the same spirit of personal recommendation. When patients share their positive dental experiences on social media or leave glowing reviews on Google, it acts as a modern referral. It’s important to conceive of marketing in the digital age as simply a newer version of word-of-mouth, where social proof and testimonials play pivotal roles in attracting new patients. Harnessing the power of your online presence allows you to amplify your practice.

Most patient management software contains a few ‘communication’ features - but what if we told you that practices are still miscommunicating despite these tools? The costs of miscommunication for dental practices can be high. This is true not only between dental practice and patient, but between practices themselves as well (such as communication for referrals). These costs are not always obvious, but in this podcast, Intiveo CEO and Cofounder Josh DeVries will take a close look at what they are. The good news is that identifying the causes of miscommunication has enormous benefits for your practice. Knowledge is power! Being armed with this understanding will equip you and your team to make the right choices for your practice. Find our guide here: https://intiveo.com/cost-of-miscommunication/ Chat with us today: https://intiveo.com/contact/

In recent years, the workload at dental practices has undergone significant transformations, leading to staff members increasingly sacrificing breaks and working overtime to keep up with daily demands. However, there's a beacon of hope in the form of innovative software solutions. In this episode, moderated by Nathan DeVries, Co-founder and CCO of Intiveo, we delve into the pivotal role software plays in alleviating staff burnout while enhancing practice efficiency. Joining us are esteemed guests Dr. Sean Lim, OMS at Implant Surgical Centre (Toronto); Monica Watson, Dental Consultant at Blossom Dental Consulting; and Melissa Barlock, Dental HR Consultant at Enspire Dental Opportunities. Dr. Sean Lim brings his expertise from the front lines of oral surgery, Monica Watson offers insights garnered from her extensive consulting experience, and Melissa Barlock shares her knowledge in optimizing human resources within dental practices. Together, we explore the myriad ways in which software empowers dental staff to reclaim valuable time, whether it's automating administrative tasks, streamlining patient communications, or optimizing scheduling. From practical tips to real-life examples, this episode equips listeners with actionable strategies to foster a healthier, more efficient work environment within their dental practices. Tune in as we uncover the transformative power of software in revolutionizing dental practice management, mitigating burnout, and ultimately enhancing patient care.

In this webinar, we’ll dive deep into the way the workload has changed in the dental industry since 2020 - and what dental practices can do to reduce staff burnout and regain equilibrium in the workplace. Joining us for this dynamic, insightful webinar is Nick Sartore, Manager of Customer Onboarding at Intiveo. Nick brings valuable insights gained from 3.5 years in the dental industry and an impressive 12-year track record in CX work. His expertise will contribute to the discussion, helping set you on the path to finding the right tools for your dental practice.Some of the main ways that the pandemic shifted the dental industry is through:Staff cross-training and multi-taskingDentists sharing in administrative, dental assistant, and hygienist dutiesStaff are moving on more quickly, or the pool of workers is smallThe purpose of this webinar is to address how to troubleshoot some of the main issues that dental practices are facing as a result of changed workloads, including:Identifying inefficiencies and strategizing to mitigate themEvaluating if your practice has the right tools to succeedCreating a healthy work environment in which staff are invested in the practice

Join Intiveo’s Senior Customer Experience Manager Raquel Dreesen as we explore the CRAWL, WALK, and RUN levels of patient experience. In this dynamic webinar, we will explore the different logistical and emotional levels of what patients experience at dental practices.We will take a deep dive into how manual tasks shape the CRAWL level of the patient experience; how simply choosing and using a few features of software is a great start at the WALK level; and what the RUN level looks like with software in place, all of its features in use. From the emotional perspective, we will discuss how empathy and team cohesiveness play a role in creating a great experience for your patients.Join Raquel Dreesen as she offers unique insights, fostered by conversations our Customer Experience team is having with dental professionals and office managers every day.Key Objectives:Give participants the right insights to evaluate their practices patient experienceIdentify and understand the challenges associated with the CRAWL level of patient experience.Gain insights into the patient journey at each level, recognizing key touchpoints.Recognize and address the pain points experienced by patients at each level.Learn actionable strategies to enhance empathy between staff and patients, fostering a more positive patient experience.

“Patient-centered care” is more than a buzzword; it’s a fundamental shift in developing treatment plans and providing patient care, and it benefits patients as well as the practices. In this episode moderated by Josh DeVries our co Founder and CEO of operations, our panelists explore curating the experiences of oral surgery patients. You’ll hear practice leaders discuss innovations that transform the patient experience at their oral surgery practices, and you’ll find out how they are using technology and compassionate care to make a difference in oral surgery.

Join us as we look ahead to the future of the dental industry! Navigating the Future: 3 Dental Industry Trends for 2024 to learn more about issues that will affect your dental practice in 2024. Are you wondering how the economy will impact your practice? Curious to learn more about how different industry innovations will affect you and your team? We discuss these trends and more in this engaging podcast. Hosted by Intiveo’s VP of Customer Experience, Ryan Dalton, listeners can use this opportunity to get inspired to strategize in 2024. Listen now to gain knowledge for actionable insights for your dental practice!

Intiveo is delighted to host you for a dynamic webinar that goes in depth on how you can align your patients’ experiences across multiple locations. Hosted by our CCO and co-founder, Nate DeVries, we will cover a number of important facets of the patient experience for multiple locations, including: What the patient experience actually entails What defines your brand and why you should care How software fits into these elementsResources to move forwardAnd more!

Welcome to The Patient Experience Blueprint, the podcast where we dive into the dynamic world of dentistry and technology. Join Intiveo as we have engaging discussions with experts, dental professionals, and industry leaders who share their insights on the latest trends and innovations in the field. Don't miss an episode – subscribe now and stay informed about the future of dental care.