Turn diagnosed treatment into scheduled, completed, and collected care.
The Smile Advocate Group helps dental owners, practice leaders, and group operators identify where treatment stalls and strengthen the systems, handoffs, and accountability that move it forward.
Our focus is Treatment Revenue Performance™: the operating discipline behind whether diagnosed dentistry becomes scheduled, completed, and collected treatment.
Built for dental owners, practice leaders, and group operators.
Discuss your practice’s challenge, explore fit, and identify an appropriate next step.
When treatment stops moving, look beyond case acceptance.
A patient’s “yes” is one milestone. What happens before and after that decision matters.
Accepted treatment remains unscheduled.The decision is recorded, but a clear appointment or next action does not follow.
Examine
What followed acceptance, who owned the next step, and whether scheduling and financial arrangements were workable.
Evidence
Dated treatment plans, acceptance documentation, appointment history, financial discussions, and follow-up notes.
Follow-up varies by team member.Open cases lack consistent ownership, documentation, or a review cadence.
Examine
How open cases are assigned, documented, reviewed, and handed off when the responsible person is unavailable.
Evidence
Follow-up records, case statuses, assigned responsibilities, and review routines.
Patients leave unclear about the next step.The recommendation, priority, financial pathway, or handoff is not clearly understood.
Examine
How the recommendation, priority, financial options, and next action were explained and documented.
Evidence
Education materials, handoff standards, documented questions, and workflow observations.
Scheduled treatment is delayed or incomplete.Readiness, sequencing, capacity, or cancellation patterns need closer review.
Examine
Treatment sequencing, appointment readiness, cancellations, capacity, and follow-up ownership.
Evidence
Planned and completed procedures, appointment changes, clinical dependencies, and contact history.
Completed care has unresolved collections.Estimates, payment arrangements, claims, adjustments, and balance follow-up may need attention.
Examine
Estimate accuracy, payment arrangements, claim submission, adjustments, credit allocation, and balance follow-up.
Evidence
Procedure and payment ledgers, claim status, signed estimates, and aging reports. Separate patient responsibility from insurance timing.
These situations raise questions. They do not establish the cause. Patient choice, clinical timing, capacity, and data quality all matter when deciding what to address.
One treatment journey. Connected operating decisions.
Is your practice converting diagnosed dentistry into scheduled, completed, and collected treatment?
Treatment Revenue Performance™ looks across the full journey:
Hover over, tab to, or tap a stage to see its description.
The work connects what can otherwise be managed separately: how a recommendation is understood, how the next step is coordinated, how treatment reaches the chair, and how completed care becomes collected revenue.
Six milestones make progression visible.
The Treatment Revenue Funnel™ is a measurement view within that broader journey, not the whole methodology:
- Relative revenue remaining: 6 of 6.01DiagnosedWhat clinically appropriate treatment has been identified?
- Relative revenue remaining: 5 of 6.02PresentedHas the recommendation been explained and documented?
- Relative revenue remaining: 4 of 6.03AcceptedHas the patient agreed to proceed, and is that decision documented?
- Relative revenue remaining: 3 of 6.04ScheduledHas accepted treatment reached the appointment book?
- Relative revenue remaining: 2 of 6.05CompletedHas planned treatment been delivered?
- Relative revenue remaining: 1 of 6.06CollectedHas payment for completed care been received and reconciled?
Illustrative only: each “$” shows relative revenue still moving forward. It narrows wherever treatment stalls between milestones. These are not client results.
The handoffs matter. A clinical recommendation needs a clear explanation. A patient decision needs a documented next step. Financial coordination needs to connect with scheduling. Appointment readiness needs to support completion. Completed care needs accurate financial follow-through.
TSAG examines those connections to understand where movement weakens, what the evidence supports, and who needs to own the response.
A stage difference invites a question.
This simplified example compares selected financial stages for one matched set of treatment plans over a consistent observation period. Values must use the same fee basis. These are illustrative inputs, not TSAG client results or a forecast.
A difference is not automatically lost revenue or recoverable opportunity. Patient decisions, clinical changes, elapsed time, adjustments, and data definitions can affect the values. Aggregate totals from unrelated reporting periods cannot establish conversion performance.
Find the breakdown. Build the response. Measure what changes.
Understand the operating conditions.
The Treatment Revenue Performance Diagnostic™ examines how treatment progresses through the practice. The root-cause audit considers the available evidence across treatment communication, clinical-to-business handoffs, financial pathways, scheduling, follow-up, revenue-cycle execution, data, and leadership accountability.
The work may include practice reports, focused case review, stakeholder interviews, and workflow observation. The agreed scope and available evidence determine the depth of analysis.
Give leadership a clear basis for action.
Diagnostic outputs are defined in the engagement scope and can include:
- A baseline performance scorecardA clear view of treatment progression using reliable, defined data, with gaps and limitations identified.
- An evidence-backed findings reportThe material operating breakdowns, supported explanations, and questions that remain unresolved.
- A leadership readoutPriorities, decisions, dependencies, and the next actions leadership needs to consider.
- An implementation recommendationA proportionate response linked to the findings, with scope, ownership, readiness requirements, and measures for follow-through.
Put the recommendation into practice.
When implementation is included in the agreed engagement scope, the work is focused on the supported priority. The work can include workflow design, role and handoff clarity, practical tools, team training, coaching, and a leadership review cadence.
Measures are defined before evaluating change. Follow-through checks both whether the agreed workflow is being used and whether performance is changing. Leadership can then decide what to sustain, refine, or expand.
A discovery conversation establishes fit and the next step. Practice-specific recommendations follow the evidence review. TSAG’s work supports operational execution; clinical diagnosis and treatment decisions remain with the treating providers.
Meet the Founder
Jimmy Rigsby founded The Smile Advocate Group after nearly a decade of experience spanning dental treatment coordination, consultative sales, team development, and practice operations.
His career began in 2017 in orthodontic treatment coordination, where he learned firsthand how patient understanding, confidence, and communication influence treatment acceptance. In 2018, he expanded into Invisalign territory development, and by February 2019, he had secured his first independent dental consulting engagement—helping an orthodontic practice redesign workflows, strengthen team sales capabilities, and shorten the treatment conversion cycle from approximately six weeks to three days.
As his career progressed into practice administration and operational leadership, Jimmy recognized that treatment opportunities were not lost solely during the initial presentation. They could stall through inconsistent clinical handoffs, outdated financial estimates, scheduling delays, inadequate follow-up, and collection breakdowns. His experience training dental coordinators and administrators across 40 locations reinforced the importance of consistent systems and clear accountability.
“Patient advocacy lives in the follow-through.”
Those experiences shaped the philosophy behind The Smile Advocate Group and its Treatment Revenue Performance™ methodology: a recommendation is only the beginning. Patient advocacy lives in the follow-through—in how treatment is understood, presented, accepted, scheduled, completed, and collected, with clear responsibility at every step.
Questions, answered.
What is Treatment Revenue Performance™?
The operating discipline behind whether diagnosed dentistry becomes scheduled, completed, and collected treatment. It examines patient understanding, treatment decisions, financial pathways, handoffs, and follow-through as one connected journey.
What does the Diagnostic involve?
A scope-defined review of treatment progression using available reports, focused case review, interviews, and workflow observation as appropriate. Outputs can include a baseline scorecard, findings report, leadership readout, and implementation recommendation.
Is implementation included?
Implementation is included only when specified in the engagement scope. Where included, the work connects supported findings with defined workflows, ownership, tools, training, coaching, and performance review.
Do I need to share patient information to inquire?
No. Please do not include patient information or clinical records in your initial inquiry. Any later evidence sharing is agreed through appropriate channels before records are exchanged.
Is TSAG relevant to a DSO or multi-site organization?
Jimmy’s experience includes DSO environments and training across multiple locations. Discovery explores your organization’s priorities and whether the proposed work fits its needs, systems, and scope.
What happens in a Discovery Conversation?
We discuss your organization, the challenge you are seeing, what information is available, and an appropriate next step. The conversation establishes fit; practice-specific recommendations follow evidence review.
The Smile Advocate Podcast
Coming soon. Conversations on the systems that move treatment forward, from diagnosis to collected care.
- Apple PodcastsComing soon
- SpotifyComing soon
- YouTubeComing soon
Start with the challenge your practice needs to solve.
Whether you lead one practice or a group of locations, begin with a conversation about what is happening, what you have already tried, and what meaningful improvement would look like.
The Discovery Conversation explores your priorities, the evidence available, and whether TSAG is the right fit. The next step may be a Diagnostic, a further evidence review, a stakeholder conversation, or a scoped engagement.
Prefer email? jimmy@thesmileadvocategroup.com
Please do not include patient information or clinical records in your initial inquiry. View Terms & Privacy Policy