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The Connected Practice: Patient Engagement, KPI Mastery, and AI Integration, Presented by: Cassie Tallon

The Connected Practice: Patient Engagement, KPI Mastery, and AI Integration, Presented by: Cassie Tallon

Approved for 1 CEU, AADOM is an AGD PACE Approved Provider (can be used towards AADOM Designations)

Clinical excellence alone does not drive practice growth. This one-hour CE session bridges the gap between outstanding dentistry and sustainable business performance. Attendees will explore the five-touchpoint patient journey, master the eight KPIs that predict revenue and retention, and evaluate where AI delivers real ROI today versus where it falls short. A live midpoint dashboard exercise turns data into action, and every attendee leaves with a personalized 90-day integration roadmap.

You do not need 10 new tools. You need the right 2 tools, fully implemented.

Course Learning Objectives:

  • Identify the five critical touchpoints in the patient journey and evaluate current practice performance at each stage
  • Apply the eight KPIs that directly drive revenue, retention, and reputation growth
  • Distinguish between AI tools delivering measurable ROI today and those not yet ready for clinical deployment
  • Use a structured vendor evaluation framework to assess AI solutions before committing to a contract
  • Build a personalized 90-day action plan to integrate technology while preserving the patient relationship


Cassie Tallon

Cassie Tallon

Fractional COO

The Fractional Match

Cassie Tallon is a fractional COO and founder of The Fractional Match, a fractional operations consulting firm serving practices, group practices, and dental technology companies. With 20+ years in operations spanning 100+ dental practice acquisitions, from single locations to 33-site group practices, Cassie brings a practitioner's perspective to patient engagement, operational strategy, and AI integration. She is a two-time published author, nationally recognized keynote speaker, and strategic advisor to leading dental technology companies.

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The Connected Practice: Patient Engagement, KPI Mastery, and AI Integration
Open to view video.  |  56 minutes
Open to view video.  |  56 minutes
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Up to 1.00 credits available  |  Certificate available
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