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  • September 2025
CFO Dental Partners: Empowering Dentists to Turn Financial Blind Spots into Strategic Vision

CFO Dental Partners

Empowering Dentists to Turn Financial Blind Spots into Strategic Vision

A dentist’s day is full of back-to-back appointments, precise procedures, and meaningful patient interactions— often leaving little time for anything else. By the end of the day, it’s natural for practice finances to take a back seat, not from lack of care but simply because time and energy are limited. Receipts can pile up, and expenses may go uncategorized for a while. Payroll gets processed, but there isn’t always a moment to review any relationship between wages and revenue. Equipment upgrades happen when needed, with tax considerations often addressed later. Financial reports can feel either too general or too detailed to be easily actionable. Insurance reimbursements sometimes arrive slowly or require follow-up but chasing them down isn’t always feasible after a full day of patient care. The result? Great clinicians left guessing as business leaders, without the clarity or support to run a thriving, profitable practice. That’s exactly where CFO Dental Partners comes in. As a fractional CFO firm that works exclusively with dentists, CFO Dental Partners helps them take control of the business side of their practice. The firm enables dentists to build world-class practices by blending clinical expertise with clear financial strategy. With expert guidance and clear results, it helps transform skilled practitioners into confident, growth-minded CEOs—building businesses as strong as the care they deliver. The result is more than profitability; it’s a practice that runs with intention, clarity, and lasting impact. By translating complex financials into clear, actionable insights, CFO Dental Partners equips dentists with the tools and team they need to make confident business decisions—faster and with more predictability. That speed and clarity compress the typical growth timeline. A practice that might grow 20 percent in a year could accelerate to that same growth in just six months with the right guidance. “With our strategic guidance, dentists don’t just run a better business—they reclaim their time, amplify their profits, and finally live the life they envisioned when they chose this profession. They can focus on delivering exceptional care, and we’ll ensure their business performs just as exceptionally,” says Daniel Richards, CEO. Integrated Financial Services Built for Today’s Dentist The firm’s approach doesn’t just improve operations—it increases cash flow, drives smarter expansion, and unlocks measurable, sustained growth. CFO Dental Partners offers full-service financial support, handling all bookkeeping, payroll, and financial records to provide clients with accurate, real-time data. It helps practice owners interpret that data, turning numbers into actionable insights that drive better decision-making.

Digital Magazine

Cfo Dental Partners: Bringing Unmatched Financial Clarity to Dental Practices

Top Medical and Vocational Case Management Services 2025

OMNI Case Management

Raising the Bar in Medical and Vocational Case Management

Robert Otos, Executive Vice President/Owner, Michael Mckenna, Vice President of Sales/Owner and Michael Otos, Vice President Operations/Owner

Three lifelong friends with seven decades of combined experience in workers’ compensation and medical and vocational case management. A shared business goal to offer unmatched excellence and personalization in healthcare. Robert Otos, Michael Otos and Michael McKenna founded OMNI Case Management (OMNI) in 2021 with a singular mission to facilitate top-quality care and a fast return to work for patients. OMNI offers comprehensive telephonic and on-site medical case management and vocational rehabilitation services to help injured workers return to work safely. Driven by a commitment to one-on-one connection and responsive service, the company preserves what matters most: people, purpose and a culture that brings out the best in both. Its culture is built on three core principles—respect, integrity and trust—that influence daily operations and interactions. Employees are trusted to take ownership from day one, eliminating the need for micromanagement. Regular in-person gatherings help foster camaraderie and a sense of shared purpose among team members. “All three of us have worked for large corporations in the past and witnessed great company cultures get sacrificed in the name of acquisition. At OMNI, we have fostered a culture that mirrors our core values, attracts top talent and is built to last,” says Robert Otos, executive vice president/owner. From the outset, OMNI was built to operate differently. Rather than following the industry trend of overloading systems with tracking tools and impersonal protocols, the founders stripped things back to the essentials. The result was a system with expertise at its core, giving case managers the freedom to focus on industry needs and guide people through complex recoveries. This has shaped every aspect of its growth, from the earliest cases to multi-state operations today. What started as a small team of four has grown into a 50-person workforce serving clients across Minnesota, Wisconsin and South Dakota. OMNI only hires seasoned experts who know the ins and outs of case management and can independently exercise their clinical and interpersonal judgment. This provides clients with a more agile and responsive service experience.

Top Remote Patient Monitoring Service 2025

Visium HealthLink

Continuous Care that Drives Real Outcomes

Eric Gilliam, President

Chronic conditions don’t pause between appointments. Even with a care plan in place, medications prescribed and goals set, life doesn’t always go according to plan. Patients might miss a dose, notice new symptoms or hesitate to speak up. What begins as manageable can slowly turn into something more serious. This is the invisible gap in chronic care, one that most physicians, despite their best efforts, don’t have the time or infrastructure to bridge. Visium Health Link helps close this gap by extending the physician’s reach beyond the clinic, turning medical guidance into consistent patient action. Providers set the care plan; Visium helps bring it to life through regular check-ins, answering questions and providing adherence support. When issues arise, they’re flagged early so physicians can step in before problems escalate. With intelligent technology and hands-on clinical support, clinical goals are converted into meaningful daily action. “We’ve seen patients with complex conditions make significant improvements, and that’s the kind of impact we set out to achieve,” says Eric Gilliam, president. For patients managing conditions such as hypertension, diabetes, heart failure and pulmonary disease, Visium provides continuous engagement and remote patient monitoring to help keep care on track between visits. Building on this model, the company has expanded into remote therapeutic monitoring (RTM), supporting individuals with chronic pain and musculoskeletal conditions—areas often underserved in routine care. The RTM program helps patients reduce pain, regain mobility and manage overlapping comorbidities while steadily working toward lasting physical improvement. Actionable Monitoring For Enhanced Clinical Impact Visium supplies patients with connected home devices that automatically transmit vital readings, such as blood pressure, weight and glucose, to its secure platform in real time. These continuous data streams allow Visium’s clinical team to catch subtle changes early and respond proactively. Behind the scenes, the company’s data infrastructure integrates seamlessly with the physician’s EMR, delivering concise updates, monthly summaries and critical alerts. Providers gain a comprehensive, up-to-date view of each patient’s status, supporting smarter, more informed decisions at every follow-up.

Top Medical Real Estate Services 2025

Medical Asset Management

A Full-Service Healthcare Real Estate Company

Mitch Yankowitz, Managing Partner, Jeff Cunningham, Managing Partner

In healthcare real estate, where firms tend to specialize in one specific skillset, Medical Asset Management stands out for its broad service offerings and holistic long-term strategy. Founded 24 years ago by Mitch Yankowitz and Jeff Cunningham, the company manages 21 medical buildings covering over one million square feet, with another 85,000 in escrow. From one property, it has grown into a long-standing portfolio driven by client retention and steady growth. Many clients have stayed for over two decades. Medical Asset Management offers cradle-to-grave services in medical office real estate, including property management, leasing, investment sales, ground-up development, construction management, loan placement and asset administration. What sets it apart is not just the breadth of services but the strategy behind delivery. It connects the various services through a holistic approach by considering the full lifecycle of ownership or tenancy. This ensures clients are guided toward sustainable, long-term value. For example, during leasing, the team considers construction efficiency and enduring value for the landlord. By aligning every decision with client goals, it ensures that all services support a cohesive, value-driven outcome. “Our mission is not just to offer every service, but to connect them with a cohesive strategy. We’re focused on delivering long-term value by understanding how each piece fits into the bigger picture,” says Yankowitz, Managing Partner. A Lasting Commitment to Healthcare Real Estate Medical Asset Management has always been a company focused on longevity. With a medical real estate focus dating back to the early 2000s and leadership roots reaching as far back as 1954, the firm brings generational continuity to a fragmented industry. Now in its third generation, with the next already active in the business, the company is built to serve clients. That same long-term thinking guides how the firm operates. Medical Asset Management unifies leasing, construction, property management and accounting under one structure. Supported by platforms like Yardi, this approach gives owners a clear, real-time view of building performance and financials.

CXO INSIGHTS

Medical Office Buildings: The Strategic Asset for Healthcare Systems

Michael Walker, Ed.D., Director of Real Estate Operations - North Zone, Texas Health Resources

Strategic Approaches in Clinical Case Management

Kim Bautista-Hernandez, Senior Clinical Case Manager, Surgery and Transplant Services, UCLA Health

Technology's Role in Enhancing Patient Safety: Real-Time Monitoring, Error Reduction, and Decision-Making

Betsy Reed, Director of Patient Safety, Good Samaritan Hospital

The Application of Remote Monitoring technology in the Management of Heart Failure Patients

Ugochukwu O. Egolum, MD, FACC, Chief, Department of Cardiology, Northeast Georgia Health System

Insights on Patient Monitoring Technology and Systems

Sharon Gilliam, MSN, RN, Director of Patient Safety & Quality, Williamson Health

IN MY OPINION

Hospital-Owned Business and Ambulatory Occupancies: Vacant Square Footage, Consolidations, and the Real Estate Cycle in a Post COVID Market

Dan Keller, System Director of Facilities & Engineering, Tower Health

LAST WORD

Environmental Regulations and the Path Ahead

Paul Webering, MBA, CHFM, Vice President, National Jewish Health

IN FOCUS

Strategic Solutions for Medical Real Estate: Driving Growth in Healthcare

Learn more

Financial Clarity for Thriving Dental Practices

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EDITORIAL

Reimagining Healthcare: Integrative Services Powering a New Era of Patient-Centered Care

Healthcare is no longer confined to hospital walls or reactive treatment models; it is becoming a dynamic, decentralized ecosystem fueled by connectivity, precision, and purpose. At the forefront of this shift are four transformative pillars: medical real estate services, remote patient monitoring (RPM), medical and vocational case management, and dental fractional CFO services. Individually, each drives innovation; together, they represent a smarter, more agile infrastructure designed to meet patients where they are—physically, digitally, and financially. RPM is revolutionizing chronic disease management by extending care beyond clinic walls. Through real-time data and AI-driven alerts, RPM empowers providers to intervene early, personalize treatment plans, and reduce hospital readmissions while creating a care continuum rooted in prevention. Medical and vocational case management services are equally essential in supporting recovery and return-to-work journeys. By coordinating medical care with vocational rehabilitation, case managers ensure patients not only heal physically but regain purpose, independence, and quality of life. This integrative approach is especially impactful in workers’ compensation and disability cases, where outcomes are not just limited to clinical recovery. Meanwhile, medical real estate services are reshaping how care is delivered. From purpose-built outpatient centers to flexible telehealth-enabled spaces, real estate strategies are increasingly aligned with patient access, provider efficiency, and technological adaptability. In the dental sector, CFO Dental Partners is leading the charge in fractional CFO services by bringing financial strategy once reserved for large systems to small and mid-sized practices. By leveraging data analytics, operational benchmarking, and industry-specific expertise, they help dentists make smarter, faster financial decisions—fueling sustainable growth and patient-focused innovation. This edition explores how these services reflect a new blueprint for healthcare, one that integrates technology, finance, and human-centered care. As demands rise for more agile and outcome-driven solutions, it highlights that the ecosystem thinking—cross-disciplinary, digitally enabled, and deeply personalized—will define the next generation of healthcare. We feature insights from leading voices across healthcare operations. Dan Keller, system director of facilities & engineering at Tower Health, and Betsy Reed, director of patient safety at Good Samaritan Hospital, emphasize the critical role of safety and facilities in this transformation. Together, their perspectives reveal how integrated leadership is shaping the future of patient-centered care.

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