3rd Annual Practice Management Symposium and EPM Alumni Reunion: Master Your Margins: Using Practice Data for Decision-Making & Improved Profit Margins

Course Description

Using the practice tools at hand is a must for sustainable, financial growth in today’s dental practices. Every dental practice and dentist has information at the press of a button that can be used to support evidence-based decision-making. To save every possible dollar, it is important for dentists to be aware of how to use the information at their disposal to analyze the health of their dental practice (aka Dental Informatics).Equally important, is the ability to use this available information as the basis for dentists’ annual Strategic Planning sessions. This full day workshop will include lecture, discussion, evaluation of financial documents, and break-out sessions for case reviews to proactively identify opportunities for decision-making that improve profit margins.

Course Objectives

At the conclusion of the course, participants will be able to:

  • Define Dental Informatics and their correlation to a dentist owner’s financial goals, decision-making and profit margins
  • Review the financial reporting and practice documents that allow a dentist to keep a finger on the ‘financial pulse’ of the practice and deter embezzlement
  • Identify the dental software reporting tools within a dental practice that impact profits
  • Understand the impact of the types of data, reports, and documentation tools on a dental practice’s financial growth and sustainability
  • Conduct practice data analysis
  • Evaluate case-based resources and documents to unearth potential financial issues in a dental practice
  • Use practice data analysis to allocate resources
  • Incorporate the above into the annual goal setting Strategic Planning process

Course Schedule:

8:30 Check-in
9:00-10:30 Lecture – Topic 1: Business Decision-Making Through Practice Data Analysis (aka Dental Informatics)
10:30-10:45 Networking Break
10:45-Noon Case-based Break-out session for Topic 1
Noon-12:30 Networking Lunch
12:30-2:00 Lecture – Topic 2: Finding Embezzlement: Analyzing Dental Software Reports & Documentation
2:00-2:15 Networking Break
2:15-3:30 Case-based Break-out session for Topic 2
3:30-5:00 Lecture – Topic 3: Annual Strategic Planning & Round table discussion


Dr. Annelise Driscoll

Annelise Ydstebo Driscoll, MBA, PhD

  • Dr. Driscoll is an accomplished Educator, Administrator, Researcher, Published Author and Consultant with approximately 30+ years’ experience in Health Care. She brings with her an extensive background in oral health and dentistry.
  • Dr. Driscoll has been in the Healthcare Administrative field for 25 years in private, public and corporate practices of different sizes, before transitioning to 10 years of academic teaching, research, public speaking, published author and peer-reviewed journal editor, and consultative project development in a health executive capacity.
  • She completed her Executive MBA from the University of Central Florida, College of Business and her PhD in Public Affairs/Healthcare Administration at UCF’s College of Health and Public Affairs.
  • Having spent the majority of her career integrally involved in the business side of dentistry, Dr. Driscoll has a strong passion for providing comprehensive, contemporary, and applicable education to assist dentists in protecting their dental practices and assets.
  • Dr. Driscoll is a full time faculty member in the Restorative Dental Sciences Department and the founding Director/Instructor of the Executive Practice Management™ Program for Dentists at the University of Florida, College of Dentistry.
  • In addition to teaching DMD students, Residents, and developing the Executive Practice Management™ curriculum at the University of Florida, College of Dentistry, Dr. Driscoll taught at the University of Central Florida, College of Health and Public Affairs in the Health Professions/Health Informatics Management Department.
  • She has worked collaboratively as an Affiliate Assistant Professor of Research at the University of South Florida, College of Public Health, Community and Family Health Department, in the area of HPV-related oral cancer and oral systemic correlations.
  • She has also built both the FSU Dental Center (Consultative Project) & the UCF Dental Center (Consultative Project then Founding Director of Dental Services).
  • Practice Management Systems, Dr. Driscoll’s personalized consulting firm, specializes in large-scale dental facility design, build out and operational projects, one-on-one consulting for dentists on Practice Legal Compliance, Operating Systems Development, and Dental Financial Systems Overhaul for Profit Maximization.
  • She has approximately 800 copyrighted works/systems on file with the US Library of Congress’ Copyright Office.
“Neither my immediate family nor I have any financial interests that would create a conflict of interest or restrict my independent judgment with regard to the content of this course.”

Continuing Education Units

7 CEUs. Lecture.
AGD # 550


  • Dentist Fee: $299 (Early Bird) / $349 (Regular Fee)
  • This course is for dentists only.
  • Friday: 9:00 am – 5:00 pm
  • Networking Lunch included
Dates Location Course # AGD
August 25, 2018 Gainesville, FL 180297 550