Drilling down
on savings

Client overview

Dr. Greg Ross, an orthodontist based in Miami, owns and operates two thriving practices: Orthodontics of South Miami and Smiles at Palmetto Bay. South Miami focuses exclusively on orthodontics; Palmetto Bay offers both pediatric dentistry and orthodontics. Dr. Ross has built a reputation for exceptional patient care and community involvement.

The challenge

Running two busy practices leaves little room for financial forensics. Dr. Ross reviewed his processing statements periodically, and found them misleading. Rates kept climbing, eventually surpassing 6%.

• –Escalating fees. Hidden charges and increases layered on over time.
• –No transparency. Complex, unreadable statements.
• –Locked-in software. The practice-management system was tightly integrated with the processor. Switching wasn't an option.
• –Failed negotiations. Several misleading calls and opaque explanations later, rates were still rising.

"I reviewed our statements every couple of months, but I didn't know how they compared to industry standards or what hidden fees might be lurking in the fine print."

What VeriFee did

Dr. Ross was introduced to VeriFee by his brother, a fellow dental professional. After an initial consultation, we got to work:

1. 01
   Forensic statement analysisPast and current bills reviewed line by line.
2. 02
   Fee negotiationUnnecessary marketing and compliance charges identified and renegotiated with the existing processor.
3. 03
   Retroactive refundsPreviously overpaid fees recouped.
4. 04
   Ongoing monitoringMonthly statements watched so rates can't creep back.

The practice-management software stayed exactly as it was. No migration, no retraining, no downtime.

The results

• –$6,000 a month in reduced fees, immediately.
• –~$80,000 saved in the first year.
• –$180,000 projected across both practices over two years.
• –Minutes a month of effort, uploading statements.

"This was a no-risk, 100% reward scenario. VeriFee handled everything, and the savings have been incredible."

Key takeaways

• 0160% fee reduction without switching processors or disrupting workflows.
• 02Minimal effort: minutes of monthly input.
• 03Long-term protection through ongoing monitoring and accountability.

Partnering with VeriFee has been transformative for both practices. Dr. Ross achieved significant savings and gained peace of mind knowing his payment processing is actively managed.

“One of the best decisions I've made for my business.”