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Elevate created the ATOM Framework to comprehensively implement the proven process of the Elevate OS:
Accounting, Team, Operations, and Marketing.

Metrics That Matter

  • Monthly account reconciliations
  • Online access to Quickbooks
  • 3 Key financial statements
  • Payroll and quarterly filings (no additional cost!)
  • Annual business tax filings (no additional cost!)
  • Tax optimization strategies
  • Entity structure
  • Discount on personal tax filing
  • Financial graphs by month, quarter, and year
  • Comparison to industry benchmarks
  • No hourly billing – unlimited access to a CPA
  • … and much more

Serve to Lead

  • Team Handbook
  • Training manuals for every position
  • Vision, Core Values, and Purpose
  • Job description for every position
  • Metrics for every team member

Elevating Patient Experience

  • Bulk lab and supply discounts – save immediately!
  • Elevate Patient Membership Discount Plan
  • Elevated Patient Experience System
  • Phone Mastery System
  • Ideal Scheduling System
  • Elevate 5S System
  • Perfect Practice Design System
  • Checklists for quality control
  • Custom office paperwork and forms
  • Perio education program

Share Your Light

  • Custom practice website – formats to any device
  • Website in Spanish and English
  • Custom patient online booking request forms
  • Social media account optimization
  • Google Maps optimization
  • Custom office chat integrated with Facebook, Google My Business, and website chat (new feature!)
  • Custom website funnel and autoresponder
  • Annual marketing plan
  • Discount on marketing materials (business cards, mailers, etc.)

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