What AI Can’t Do and Why It Will Never Replace a Dental Office Manager, Presented by: Cheryl McKenna & Steven Pishko
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Approved for 1 CEU, AADOM is an AGD PACE Approved Provider (can be used towards AADOM Designations)
This course explores the role of artificial intelligence in reviewing credit card processing costs and the importance of informed human oversight in dental practice management. Through merchant statement examples and case studies, participants will learn how to interpret processing fees, evaluate effective rates, and compare pricing proposals beyond the advertised rate.
The session also examines payment integration options, considerations when evaluating surcharging, and potential risks of using AI to analyze sensitive financial information. Participants will gain practical strategies for questioning fees, identifying opportunities for further review, and monitoring processing expenses over time to support informed decisions and protect practice profitability.
Course Learning Objectives:
- Identify the capabilities, limitations, and data privacy risks of using AI to analyze merchant processing statements.
- Calculate an effective processing rate and explain how card mix, transaction methods, and fees influence total costs.
- Compare payment processing proposals and integration options based on total pricing and practice needs.
- Apply a monthly statement review process to identify fee changes, question discrepancies, and evaluate opportunities to reduce costs.
Cheryl McKenna
Director Of New Business
Cheryl McKenna of Merchant Advocate is a 29-year veteran of the merchant services industry, Cheryl McKenna helps dental practices find profit and efficiencies within their patient payment systems. She has worked as Director of New Business with Merchant Advocate since 2013.
Cheryl refuses to have a boring work day and tries to make everyone she encounters smile, laugh, or both. She teaches and consults on all aspects of electronic payments, systems, and how to save money to increase profits. Cheryl is honored to have worked with more than one thousand AADOM tribe members in the past 13 years!
Steven Pishko
A veteran of the merchant services industry, Steven Pishko helps dental practices find efficiencies and maximum profit within their payment systems. He has worked with Merchant Advocate since 2017. Steven teaches and consults on all aspects of electronic payments, systems, and how to save money to increase profits. Steven is honored to be working with the AADOM tribe.
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