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This episode delves into “The Messy Middle,” a critical phase when transitioning from insurance plans to dental practices. After resigning from insurance networks, practices face various scenarios. Some patients readily embrace the change, while others may have questions or concerns. Effective communication during this phase is essential, with face-to-face interactions proving most successful due to their ability to convey tone and body language.

It’s important to acknowledge that this transition may result in patient loss. However, practices built on relationships and exceptional care tend to retain more patients. These individuals value your practice’s unique experience and consciously choose to stay.

Prepare for “boomerang patients” – those who initially leave but later return, appreciating the difference in care. Creating an open and welcoming environment for their return can yield surprising results.

In conclusion, while the Messy Middle presents challenges, it’s a temporary phase that can be navigated with proper preparation and effective team communication, ultimately leading to the benefits of independence and improved financial outcomes.

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To learn more about successfully navigating “The Messy Middle” in dental practice transitions, download our freebie guide for valuable insights and strategies.

Episode Timestamps

  • 00:00:50 – Introduction to the episode
  • 00:01:42 – Quick announcement about the upcoming virtual summit
  • 00:03:53 – Jumps into the topic
  • 00:04:42 – Face to face communication
  • 00:07:00 – Heads-Up conversations
  • 00:10:24 – Relationship driven practice
  • 00:11:30 – Doing  debriefs with clients
  • 00:14:55 – Boomerang patients
  • 00:16:30 – Preparing for the messy middle


Gary Takacs

Gary Takacs One of Gary's most significant achievements as a dental practice management coach is transforming his own practice, LifeSmiles, from one that was infected with PPO plans, no effective marketing strategy, and an overhead of 80% to a very successful dental practice that is currently one of the top-performing practices in the US.

With over 2,200 coaching clients, Gary has first-hand experience transforming insurance-dependent practices into thriving and profitable practices.

Through his Personalized Coaching Program, Gary shares access to the systems, strategies, processes, and experience gained over 41 years of coaching dentists and transforming over 2200 practices worldwide.

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Connect with Gary Takacs on Linkedin

Naren Arulrajah

Naren ArulrajahAs CEO of Ekwa Marketing, Naren has over a decade of experience working with dental practices and helping them attract the ideal type of patients to their practices. It is his goal to help dentists do more of the type of dentistry they love with the help and support of effective digital marketing.

Ekwa’s "Done-For-You" Digital Marketing model blends fundamental persuasion principles with an all-in-one Digital Marketing solution to help your ideal patients find you and choose you for reasons other than being on their insurance plan.

If you’re interested in finding out if Ekwa is the right fit for you and your practice, book a Free Marketing Strategy Meeting with Ekwa’s Marketing Director, Lila Stone.

Book Free Marketing Strategy Meeting:

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