Dental Office Morning Huddle Agenda Tips and Ideas

Dental Office Morning Huddle Agenda Tips and Ideas

Hello Friends,

Morning Huddles – How does that make you feel when you read that? Do you ever feel like your attempt to conduct a daily morning huddle is just a big hassle? That the meetings are a waste of time? Or maybe you’re already conducting morning meetings and want to make them more effective, Please keep reading!

Today, I want to share with you some tips and suggestions that will help you have effective morning huddles and answer some questions that many of you have asked about morning huddles.

Dental Practice Morning Meeting Checklist Betty Hayden Consulting

Why should I have a morning huddle/meeting?

The morning meeting is essential for a successful day. If you tried in the past to have a morning huddle and it didn’t work out… try again! However, this time, please follow my tried and true suggestions & tips. Every dental office wants to produce more, collect more, stress less, have happy doctors and team members and consistently exceed patient expectations. Right? Well, effective morning huddles help to make those things a reality.

Remember this: Proper Planning Prevents Poor Performance!

When should the morning huddle start? and How long should it last?

Twenty – twenty-five minutes before the first scheduled patient.   It should last no more than 10-15 minutes. Taking 10-15 minutes first thing in the morning to ensure the day starts off happy and productive is well worth it.

Who should attend the morning meeting?

Everyone. If scheduling prevents everyone from attending…at the very least the doctor(s), hygienist(s ), assistants and someone representing the administrative team. It is imperative for a team member to be assigned at every meeting to update the employee(s) not present of what was discussed/announced. No one should be left in the dark. This eliminates any “I didn’t know” or “no one told me!”

Who leads the huddle?

Rotate team members to conduct the meeting and make certain that everyone stays on point and that the meeting ends and starts on time (appoint a time-keeper)! Doctors (lead by example) be present at the start of the huddle and end each meeting on a positive note. Team members from each department can & should contribute what pertains to their particular department.

How do we prepare for the huddle?

Each employee should be assigned a task/responsibility for each huddle. For example, Hygienists should be checking their own charts/routing slips (checking for unscheduled treatment, are they due for: health history update, full perio charting, x-rays, etc. any family members due for appts, that the patient is due for today’s appt) at least the day prior and assistants check the charts for the doctors.

Your PMS may have a daily huddle report you can generate to show your production, collection, treatment plans, broken appts, etc. from the day prior and the appointment information you need to review for today.  If you’re not sure if it does or not, it’s definitely worth looking into as it will be a huge time-saver!

What do you talk about?

Focus on: Today, Tomorrow, and a little bit of yesterday 😉

START and END the meeting with something POSITIVE.  Review your office intention/vision for the day.

  • Ata-boy/gal minute – What did we do “right” yesterday? How did we go the extra mile for a patient? Did you notice any team member that did something nice for a patient or another team member? Did anything happen yesterday that could be improved upon or avoided in the future? If yes, How?
  • Today’s Appointments – have all patients been confirmed?
  • Lab Cases – have we double checked that all lab cases have arrived and are correct?
  • Holes – Can a hygiene patient in need of restorative slide over into the doctor’s chair? Is there anyone coming in with the doctor that is due in hygiene? If not, how will we remain productive during this downtime?  
  • Emergency time – Where can we put the “true emergencies”?
  • Potential trouble spots – Review schedule for any potential trouble/hiccups/hangups. Such as: doctor needed in multiple places at the same time, habitually late patient, copays that must be collected, difficult patient, etc. Do everything in your power to start, stay & end on time, exceed patient expectations and work together as a team for a smooth & happy day.
  • New Patients / Referral Sources – Who are our new patients today and how did they hear about our office? Everyone be ready to warmly greet all patients but be sure to introduce yourselves to all new patients. Thank them for coming in.
  • Pre-op calls – Any new patients coming in tomorrow or the next day that the provider can call and welcome?
  • Same day services – Identify any patients that would benefit from same day services (fluoride, X-rays, sealants, desensitizing agents, whitening, mouthguards, better home care tools/products, etc.)
  • Post-op calls – Did we call yesterday’s patients to check in on them? Preferably the doctor and hygienist should make their own calls. (Who do you call? All new patients and any patients that had anesthetic, extraction, or perio treatment. Also, any patients that may have been fearful.
  • Social Media – Who will help with that today? Ask patients to like the office (or check-in) on Facebook, follow on Twitter & Instagram. So many reasons throughout the day to post to your social media sites, such as: a patient brings in a treat, to welcome a new patient to the office, a child joined your kid’s club/team, celebrate a beautiful cosmetic restoration/teeth whitening, team members having fun or being silly, etc.
  • Testimonials/Reviews – Who is a candidate for providing a testimonial/review/recommendation? Be alert throughout the day to ask for testimonials/reviews. Especially when a patient compliments the office on something… ask for a written or online testimonial. Take their picture (with permission) to post on your social media sites/website. NOTE: If a patient that is coming in for today has previously filled out an online survey be sure to review it. If they had a problem make certain it’s not repeated and if it was praise be sure to thank the team and the patient!
  • Goals – Look at Production, Scheduling & Collection goals vs actual for yesterday, today and tomorrow. Reminder to collect all co-pays at the time of appointment!!
  • Open Chair Time – Total Open Chair Time Hours for Yesterday and Tomorrow
  • Broken Appointments – How many same-day cancellations and missed appointments were there for yesterday? How many were rescheduled?
  • Treatment plans and Unscheduled Treatment –  Remember, offer the very best treatment options to your patients, let’s not “watch” or “wait until next visit” chances are it will only worsen. Give every patient the opportunity to say yes or no to your very best care. Were there any patients that came in yesterday that we treatment planned and they did not schedule an appointment? WHY? / Unscheduled Treatment – anyone coming in today with already diagnosed treatment that is unscheduled? Who & How will we reintroduce treatment to the patient(s)?
  • Conclusion – End the meeting on a positive note. Tell a funny joke, read a positive quote and/or thank your team. Watch a quick motivational, educational or funny video clip. This meeting sets the tone for the day… Make it a happy one! Let’s go change someone’s life or at the very least help them smile bigger and healthier!

Here are a few additional tips for a successful morning huddle:

Come prepared! Have ready copies of the schedule (today and tomorrow). Charts/treatment should be reviewed (by the provider/assistant) the day prior to the huddle. Be sure to have available your collection, scheduling and production goals for today and tomorrow and yesterday’s results.

  • Stand for the meeting. This helps to keep the huddle on time and hold everyone’s attention.
  • Maintain a positive attitude regarding the importance of DAILY morning meetings.
  • Use a check-list! This will help you stay on time and cover all points.
  • FOOD! Every once in a while surprise the team with bagels, donuts, coffee, muffins, etc. 

I strongly encourage you to implement daily morning huddles, simply because I know that they’re effective and I want all of you to have happier, more productive and stress-free work days!

If you already conduct morning huddles, way to go! Feel free to share with me any of your tips for successful morning huddles.

Should you need any help implementing these ideas or have any other questions that I can help you answer…I’m ready to help.

If you enjoy the complimentary ideas that I share each month, I would love and truly appreciate for you to please leave me a review/recommendation on GOOGLE and/or FACEBOOK

Don’t miss out on any of the ideas that I share each month! Are you receiving my complimentary Practice Management and Marketing Ideas in your email each month? If not, please start following us today. If you prefer, send me your email address (to bhaydenconsulting@gmail.com) and I will send you an invitation to follow my blog.

Huddle Up and Have a Great Day!

Yours for Greater Success!

~Betty

P.S. Please stop by and say hello to me on FacebookTwitterInstagram, and Pinterest

Betty Hayden Consulting Dental Coach

 

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Dental Office Marketing and Practice Management Tips and Ideas for April 2019

Dental Office Marketing and Practice Management Tips and Ideas for April 2019

Hello Friends

As we prepare to start our second quarter and welcome Spring, I have a few dental marketing and practice management tips and ideas to share with you.

My goal is to help you exceed your current and potential patients’ expectations. Just as important, if not most important is to consistently exceed your employees’ expectations.

Dental Marketing and Practice Management Tips and Ideas from Betty Hayden

Just for Fun!

National Fun at Work Day: 4th   – Have a silly theme for this day. (For example, Crazy hair, silly socks, decades day, etc. POST pictures on Facebook and Instagram)

Reasons to Celebrate your Team:

Administrative Professionals Week: 21-27th /Admin Professionals Day: 24th

Dental Administrative Professionals Day Betty Hayden Consulting Dental Coach

See Employee Appreciation Ideas Here: Employee Appreciation Gift Ideas Pinterest Board

Educational Opportunities ~

Oral Cancer Awareness Month ~ An excellent opportunity for you to raise oral cancer awareness and the need for early detection in order to save lives.  See Dental Office Tips and Ideas for Oral Cancer Awareness

National Youth Sports Safety Month – All month-long promote sports safety by protecting smiles with mouthguards.

Dental Office Tips and Ideas Sports Safety

Marketing Ideas –

April is National Garden Month – 

Here are some ideas for you:

Theme: Spring Flowers

Focus: Spring into a Healthy & Beautiful Smile

Fun Give Away: Flower Seed Packets w/a label and business card attached.

Flower seed packets can be purchased at most Dollar Stores for around .20 a packet. Great deal!

The labels you attach to the flower seed packets can say:

Your referrals help grow our practice, Thank you!

Our Office Blooms Because of you!

Please enjoy these flowers growing as much as we enjoy your referrals growing our practice.

thank you dental referrals growing our practice betty hayden consulting

Your patients will love these little flower seed packets give-aways! Make certain the office name & info is on the packet.

For awesome ideas for flower seed packaging/presentation check out my Pinterest board HERE.

Social Media Post Ideas to Improve Engagement –

 National Fun Day: 1st

Vitamin C Day: 4th

No Housework Day: 7th

National Garlic Day: 19th

Take Our Daughters & Sons to Work Day: 25th

Sense of Smell Day: 27th

Wishing you all a productive, stress-free, and happy April!

Doctors, contact Betty at bhaydenconsulting@gmail.com to schedule your complimentary 30-minute telephone coaching session with me.

If you appreciated these complimentary ideas I  would love for you to please leave me a review/recommendation here on GOOGLE and/or FACEBOOK.

Don’t miss out on any of the ideas that I share each month! Are you receiving my complimentary Practice Management and Marketing Ideas in your email each month? If not, please start following us today. If you prefer, send me your email address (to bhaydenconsulting@gmail.com) and I will send you an invitation to follow my blog.

Yours for Greater Success,
~Betty

P.S. Please stop by and say hello to me on FacebookTwitterInstagramLinkedIn and Pinterest

Please follow and like us:
Dental Office Tips and Ideas for Oral Cancer Awareness

Dental Office Tips and Ideas for Oral Cancer Awareness

Hello Friends,

April is Oral Cancer Awareness Month and Oral, Head and Neck Cancer Awareness Week is the 14th – 19th of April –   An excellent opportunity for you to raise oral cancer awareness and the need for early detection in order to save lives.

According to the Oral Cancer Foundation, Close to 53,000 Americans will be diagnosed with oral or oropharyngeal cancer this year. It will cause over 9,750 deaths, killing roughly 1 person per hour, 24 hours per day.

While smoking and tobacco use are still major risk factors, the fastest growing segment of oral cancer patients is young, healthy, nonsmoking individuals due to the connection to the HPV virus. See more: http://oralcancerfoundation.org/events/oral-head-neck-cancer-awareness-month/

dental marketing ideas for oral cancer awareness month

Here are some ideas to get you started:

Consider offering complimentary oral cancer screenings during the month of April or on a designated day…

 Your offer is this:

 April is Oral Cancer Awareness Month

our office is pleased to offer

FREE Oral Cancer Screenings

a National Effort to END ORAL CANCER!

 How can you promote your offer?

  •  Send a Press Release to local newspapers & TV stations.
  • Create a one-page flyer for your patients to share with their friends, family members, co-workers, and neighbors.
  • Talk about it on all of your office Social Media sites!
  • Create a Facebook Complimentary Oral Cancer Screening Event.

More Oral Cancer Awareness ideas for the month:

  • Hygiene Continuing Care Opportunity: Encourage your inactive patients to come in for their important free oral cancer screening.
  • Partner with a local business to do free oral cancer screenings at their location.
  • Open House/Oral Cancer Screening Event at your office. (See Tips and Ideas for Dental Office Open House Event )
  • Donate a portion of service/product sales (ie: teeth whitening, fluoride, Invisalign) to Oral Cancer Research.
  • Host or Participate in Oral Cancer Research 5k Walk/Run.
  • Give away Free T-shirts or Bracelets to every patient that makes a donation toward Oral Cancer Research or Just Because 🙂
  • Create a video to share on your social media platforms demonstrating how oral cancer screenings are quick & painless.
  • Bring in your local dermatologist for a lunch n learn to demonstrate oral, head & neck cancer screenings.
  • Have a gift card or gift basket raffle that your patients can enter to win during the month of April.

If you’re looking for additional marketing ideas not related to oral cancer awareness for April, please visit here: Dental Marketing Ideas for April 

Contact Betty at bhaydenconsulting@gmail.com to schedule your complimentary 30-minute telephone coaching session with me.

If you appreciated these complimentary ideas I  would love for you to please leave me a review/recommendation here on GOOGLE and/or FACEBOOK.

Don’t miss out on any of the ideas that I share each month! Are you receiving my complimentary Practice Management and Marketing Ideas in your email each month? If not, please start following us today. If you prefer, send me your email address (to bhaydenconsulting@gmail.com) and I will send you an invitation to follow my blog.

Yours for Greater Success,
~Betty

P.S. Please stop by and say hello to me on FacebookTwitterInstagramLinkedIn and Pinterest

Please follow and like us: