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It also covers ongoing optimization through KPIs, team trainings, SEO and Google reviews, and scaling membership and financing offers to stabilize the new practice model.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/month-by-month-checklist-for-leaving-ppos/278892/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/month-by-month-checklist-for-leaving-ppos/278892.png","ImageObject",442,249,{"name":42,"@type":43},"Grenda","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-27","2026-09-15",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",17,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"How long does the checklist’s transition roadmap typically take?","Question",{"text":63,"@type":64},"The roadmap is a flexible 12+ month plan, with examples of shorter (around 6 months) or longer (up to 18 months) timelines depending on the practice’s pace and direction.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What are the key actions in months 1–2?",{"text":68,"@type":64},"Audit PPO plans for profitability and lowest ROI, pull production-by-plan data, track case acceptance and revenue per patient, align the team with the transition vision, assign champions, and start light front-desk scripting practice.",{"name":70,"@type":61,"acceptedAnswer":71},"What should the practice focus on after dropping the first PPO?",{"text":72,"@type":64},"Select the lowest-value PPO, send official termination and patient notifications, track retention rate, then debrief with the team to adjust messaging and systems based on patient objections and results.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},278892,1791093024,{"code":4,"msg":82,"data":83},"success",[84,88,93,98,103,108,112,117,122],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":86,"slug":87},11,90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":55,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},"Forms",40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":85,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":135,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":141},7971474921005,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Month-by-Month Checklist for  \nLeaving PPOs  \nYour Flexible, No-Fluff Guide to Making the Transition to a Fee-for-Service Dental Practice  \n+ Bonus Letter Templates to Make Your Transition  \nEasier Than Ever  \nPresented by  \nWe help dental practices get more patients from blended search through short, budget  \nfriendly SEO Sprints.  \nYour Month-by-Month FFS Transition Checklist: Leave PPOs . Keep Patients . Take Back Your  \nPractice.  \nThis flexible 12+ month roadmap gives you the exact action steps to transition your dental practice from PPO-dependent to proudly fee-for-service with your team, systems, and profits  \naligned.  \nHow to Use This Checklist  \nThis is not a one-size-fits-all sprint.  \nThis is a flexible, strategic guide you can move through at your own pace.  \nSome dentists finish in 6 months.  \nOthers take 18.  \nYour speed doesn’t matter. Your direction does. Check off tasks as you complete them.  \nRevisit steps as needed. And don’t forget: you don’t have to do it alone.  \nMonth 1–2: Assess, Audit, Align Lay the foundation for a clean break  \n✅ Audit all PPO plans for profitability  \n✅ Identify which plans have the lowest ROI  \n✅ Use Dental Intelligence / Jarvis to pull production-by-plan data ✅ Track case acceptance and revenue-per-patient  \n✅ Meet with your team: explain the vision  \n✅ Assign internal “transition champions”  \n✅ Begin light front-desk scripting practice  \nMonth 3–4: Communicate + Clean Up Ops  \nPrep your patient messaging + internal systems  \n✅ Draft PPO withdrawal letter  \n✅ Train team on in-office talking points  \n✅ Create and post patient FAQ sheet  \n✅ Update website copy to refl ect FFS identity  \n✅ Optimize Google profile + listings for “out-of-network dentist”keywords  \n✅ Simplify billing and remove code dependency  \n✅ Launch or tighten patient review strategy ( Bird Eye, Weave)  \nMonth 5–6: Drop the First PPOThe leap and the feedback loop  \n✅ Select your lowest-value PPO  \n✅ Send official termination letter  \n✅ Notify patients with confidence  \n✅ Track retention rate  \n✅ Debrief with team: what objections did patients raise?  \n✅ Adjust messaging and systems based on results  \nMonth 7–9: Optimize, Market, Refi ne  \nDial in your identity, double down on retention  \n✅ Analyze retention + revenue trends post-drop  \n✅ Update homepage and services messaging again ✅ Create or expand email nurture campaigns  \n✅ Highlight 5-star reviews that refl ect value-based care ✅ Introduce or enhance your in-house membership plan  \n✅ Train team on advanced case presentation + fi nanci al conversations  \nMonth 10–12: Drop the Next PPO + Scale Systems  \nStack wins and stabilize  \n✅ Review data: Are you ready to drop another PPO ( or two)?  \n✅ Submit withdrawal paperwork  \n✅ Notify patients + reinforce value message  \n✅ Launch new in-house plan offers  \n✅ Train on fi nanci ng options (CareCredit, Sunbit)  \n✅ Establish recurring team reviews & performance-based bonuses  \nMonth 13+: Ongoing Optimization Protect your new model + scale with confidence  \n✅ Track monthly KPIs ( case acceptance, production/patient, etc.)  \n✅ Conduct quarterly team trainings  \n✅ Stay consistent with SEO, Google reviews, and blogs  \n✅ Optimize internal workflows  \n✅ Monitor patient flow and value  \n✅ Schedule strategic planning sessions every 90 days  \nPractice Dashboard Template  \n\n| Metric | Target | Current | Notes |\n| --- | --- | --- | --- |\n| Production/ Patient | $700+ |  |  |\n| Case Acceptance | 80% |  |  |\n| FFS Patient % | 85–90% |  |  |\n| In-House Plan Members | 20% |  |  |\n| Google Reviews | 200+ |  |  |\n| Team Alignment (1– 10) | 9+ |  |  |","cbCaicTbDp1RwZvz","https://ap.wps.com/l/cbCaicTbDp1RwZvz","pdf",452798,19,"English","# Month 1–2: Assess, Audit, Align\n## Month 3–4: Communicate + Clean Up Ops\n# Month 5–6: Drop the First PPO\n# Month 7–9: Optimize, Market, Refine\n# Month 10–12: Drop the Next PPO + Scale Systems\n# Month 13+: Ongoing Optimization\n## Practice Dashboard Template","[{\"question\":\"How long does the checklist’s transition roadmap typically take?\",\"answer\":\"The roadmap is a flexible 12+ month plan, with examples of shorter (around 6 months) or longer (up to 18 months) timelines depending on the practice’s pace and direction.\"},{\"question\":\"What are the key actions in months 1–2?\",\"answer\":\"Audit PPO plans for profitability and lowest ROI, pull production-by-plan data, track case acceptance and revenue per patient, align the team with the transition vision, assign champions, and start light front-desk scripting practice.\"},{\"question\":\"What should the practice focus on after dropping the first PPO?\",\"answer\":\"Select the lowest-value PPO, send official termination and patient notifications, track retention rate, then debrief with the team to adjust messaging and systems based on patient objections and results.\"}]","Month-by-Month Checklist for Leaving PPOs | PDF",1789513632,7]