Dental Patient Reactivation and Reappointment Tips and Ideas

Dental Patient Reactivation and Reappointment Tips and Ideas

Hello Friends,

Have you scheduled for some R & R in the new year? No, I’m not talking about rest & relaxation (although, you definitely want to schedule for that 😉 ) – the R & R that I am referring to is your patient reactivation and reappointments.  Why is this so important?

Because when your patients are healthy – your practice is healthy.  For your patients to smile healthy they need to schedule the treatment you’ve diagnosed and to come in regularly for their hygiene continuing care appointments.

Last year did you struggle with any of the following?

  • Low treatment plan acceptance from your patients.
  • Not knowing your active and inactive patient numbers.
  • Hygiene continuing care reports were a nightmare.
  • Too many holes in the schedule.
  • Poor treatment presentation skills.
  • Too many patients left the practice and you don’t know why.
  • Not enough time to keep your office social media sites current.

Don’t struggle another minute, plan now to make 2020 your BEST year yet! Get whatever help and training you need and want to make the necessary improvements. Feel free to contact me for a complimentary, no-obligation consultation at bhaydenconsulting@gmail.com to see if a coaching relationship is right for you.

Today, I’d like to help you tackle one of those struggles… your inactive and unscheduled patients. Let’s reactivate all of your patients that haven’t been in for one year or longer and schedule your active patients that are currently unscheduled.

Betty Hayden Consulting Dental Patient Reactivation Letter and ideas

The start of the new year is a great time to make a plan for reactivating and reappointing your patients…. (attack that File Cabinet…or computer patient database!)

Ideally, daily, weekly and monthly efforts should be made to develop and maintain relationships with your patients in order to keep them active.

The best way to keep your patients active is to be sure to reappoint them for their next hygiene visit when they are there at the office. Also, help more of your patients say yes to your treatment recommendations and have them reserve their appointment at the time of treatment presentation. You should be tracking both your pre-appointments and your re-appointments.  This is important if you want to reduce patient attrition and reduce the amount of money and time spent trying to reach these patients later on down the road.

Control the Schedule – Same-day cancelations attempts and broken appointments must be handled effectively. The goal is to greatly reduce the number of same-day schedule changes and for the appointments that you can’t save be sure to reschedule them while the patient is still on the phone. (Unless of course, they’re a habitual offender!) See more tips here: How to Reduce Same Day Dental Appointment Cancellations and No Shows

However, if for whatever reason your inactive patient database is growing (you are tracking this, right?) – take steps now to welcome those patients back into the schedule. You can start by reaching out to them with a We Miss You reactivation letter and email.

If you would like a sample letter that you can customize to your practice for your patients – feel free to request one at bhaydenconsulting@gmail.com.

Some suggestions for your letter are:

  • Include a deadline to respond.
  • Use a handwritten colored envelope (Grab their attention!).
  • Have two offers: One for your patient and one for a friend, family member, co-worker or neighbor.
  • Make a call to the patients about a week after mailing the letter.
  • Be sure to document all attempts at contacting the patient and the response.
  • Include Social Media & Office Contact Information.

I hope that these tips and ideas are helpful to you.

I would love and truly appreciate for you to please leave a review/recommendation for me on GOOGLE and/or FACEBOOK.    Thank you very much!!

Friends, schedule some R & R and make it a GREAT Year!

Are you receiving my free Dental Leadership, Practice Management, and Marketing Ideas in your email inbox each month? If not, please follow today or send me (bhaydenconsulting@gmail.com) your email address and I will send you an invitation to follow. This way, you won’t miss a single idea.

Yours for Greater Success,

~Betty

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

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Tips and Ideas for Successful Monthly Dental Team Meetings

Tips and Ideas for Successful Monthly Dental Team Meetings

Hello Friends,

How do you feel about monthly team meetings? Do you avoid them? Do you feel like they’re a waste of time? If you do, you’re not alone. In fact, I may have heard a few doctors say they’d rather… go to the dentist than conduct a team meeting. 😉 Sorry, that was bad.  It is true though that many people have had enough bad meetings that they dread team meetings to the point of not having them at all.

Why are regular team meetings so important?  Because when conducted effectively they help to keep the team all on the same page and working toward the same goals and mission which leads to success.  Isn’t that what we all want?

Proper Planning Prevents Poor Performance

Betty Hayden Consulting Dental Coach

Which reminds me – in addition to monthly team meetings, daily huddles are critical to having more productive, happier, and less stressful work-days. If you’re not holding daily huddles or if you need some ideas to help them be more effective please visit here: Dental Office Morning Huddle Agenda Tips and Ideas

Some offices choose to conduct more frequent team meetings and/or weekly department meetings and that is totally fine but knowing that so many offices are not regularly conducting monthly meetings or not even yearly meetings – we’re taking baby steps here by recommending they get started with monthly team meetings.

Here are some tips and ideas to help you conduct effective monthly meetings.

how to conduct effective dental team meetings

Schedule – Schedule your monthly team meetings well in advance.  If we don’t reserve some time each month for the meetings life tends to get in the way and crowd out any opportunities to meet as a team.

How much time should you reserve? Ideally, one and a half to a two-hour block of time but if you can’t spare that much time to start, reserve one hour.

Assigned Leader – Rotate who leads the monthly meetings so it isn’t always the same person.  There is no reason for the meetings to only be conducted by the doctor or the office manager. Give everyone on the team the opportunity to take the lead on this.

Preparation – Post the date of the next team meeting as well as an agenda sheet. Encourage the team to add to the agenda.  All team members should arrive at the meeting on time and prepared to contribute.

At the start of the meeting record:

  • Today’s Date:
  • Team Member’s Present:
  • The meeting note-taker is:
  • Meeting time-keeper is:
  • Who will pass notes to team members not present:
  • Next months meeting will be conducted by:

TO BE CONSIDERED

Open with Positive Comments & Commendation (2-5 minutes)

  • Each employee must contribute a positive comment/experience about someone or something in the office.

Role Play / Training (5 minutes) – Topic Suggestions: Telephones, Treatment Plans, Financial Presentations, Hand-Off, New Product/Service, Etc.

Agenda Items (15 minutes) Topic, Name of Person, the Estimated time needed to discuss

Note: If you see that there is an agenda item written down to be discussed at your next team meeting and it is something that can be handled prior to the meeting or it is something that needs to be addressed with an individual employee please don’t save it for the team meeting – take care of it now.

Growth – Ideas for Improvement  (5 minutes)

Potential Stumbling Blocks – Concerns (remember to bring a solution with your concern) (5 minutes)

Numbers – Goals Vs How We’re Doing (5 minutes)

  • Production
  • Production Per Visit
  • Collections
  • Pre Appointment Percentage
  • Reviews
  • New Patients
  • Daily Open Chair Time

What’s Going On – Office News/ Office Happenings (2 minutes)

Marketing & Relationship Building – Marketing Status & Upcoming Plans  (5 minutes)

Action Items –  What? Who? When?  What is the Action Item? Who is responsible for making sure it happens? When will it be completed or is it ongoing?

Have you ever decided to implement a new idea and nothing ever happens with it? Most often this is because the expectations weren’t clearly defined and no one was assigned to see it through to completion.  We must work together to gently hold each other accountable for accomplishing the action items.

Meeting Conclusion – Closing Commendation & Positive/Happy Video or Quote – each month a different team member is assigned to contribute the next meeting’s positive/happy quote or video.

A few more tips and ideas…

Atmosphere – The atmosphere for these meetings should be warm and welcoming. This is a safe space where team members aren’t afraid to share their thoughts and ideas.

Stay in Control and on Topic – If you find that the team is going off-topic or a subject is taking longer to discuss than planned, please either bring everyone back on track and/or move that subject/topic to be discussed at a later date.   It is all too easy to lose control if we are over-discussing a topic because we don’t have 100% agreement from all team members… that’s not likely to happen so make a decision and move on.

Employee Conduct – Everyone not only arrives at the meeting on time, but they are also prepared to contribute.  Cell phones should be put on silent and away. We respect the person talking by not talking over them, not interrupting them or whispering to another employee.  Oh, and this isn’t the time to catch a quick nap.

The start of the new year is the perfect time to create a new habit for the team – regular monthly team meetings!   If you have questions or concerns about monthly team meetings – please reach out to me. I’m happy to help.

What are your practice goals for 2020? I would love the opportunity to work along with you and your team to help you set and exceed your practice goals. If you would like to schedule a complimentary telephone consultation to learn how our coaching program works, please email me at bhaydenconsulting@gmail.com.

Are you receiving my free Dental Leadership, Practice Management, and Marketing Ideas in your email inbox each month? If not, please follow today or send me (bhaydenconsulting@gmail.com) your email address and I will send you an invitation to follow. This way, you won’t miss a single idea.

Yours for Greater Success,

~Betty

dental practice tips and ideas from Betty Hayden Consulting

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Dental Office Open House Tips and Ideas

Dental Office Open House Tips and Ideas

Hello Friends,

One of the most asked questions that I receive is ideas for hosting a dental open house event. So if you have an open house planned for your dental office or are considering hosting an open house event, here are some ideas to help make your open house a huge success!

Dental Clinic Open House Celebration Ideas

Consider adding a theme to your event.

Event Theme Ideas:

  • Luau
  • Winter Wonderland
  • Back-to-School
  • Hearts – We “Heart” our Community or We “Heart” our Patients
  • Decades (ex: 50’s)
  • Spring – Flowers (Thank you for helping our office grow)
  • Celebration of Health
  • Fall
  • Women’s Night Out
  • Office Anniversary Celebration
  • Spa/Pampering
  • Shopping (w/local vendors)
  • Carnival
  • Cocktail Party (Wine & Appetizers)
  • Superhero

 Target Audience: 

Determine in advance who is your target audience.

  • Professionals/Specialists
  • Community (Local Businesses/Non-Patients)
  • Current Patients

 Cross Marketing Opportunity:

Team up with local businesses!

  • Hair Salons, Specialty offices, Restaurants, Etc.
  • Display a thank you board/sign listing the local businesses involved in the open house.
  • Have an area that they can display their business information
  • Have them donate a prize to be raffled off or used in a drawing.
  • Ask them to advertise your event at their place of business.

Word of caution, make sure that if you choose to team up with any other local businesses that it doesn’t distract the guests away from your office.

Advertising your Event:

  • Invitations
  • Local Newspaper (Invite them to the event!)
  • TV News (Invite them to the event!)
  • Radio (Invite them to the event!)
  • Social Media Sites (set up a Facebook Event)
  • Website
  • Current Patients (Ask them to bring a friend for a prize!)
  • Newsletter
  • Email
  • Online Local News Sites
  • Local Chambers
  • Local Businesses (Library, City Hall, Day Cares, Salons, Restaurants, Schools, EVERYWHERE)
  • Employees (Make sure the entire team is on board w/the event and talking about it)
  • Flyers
  • Banner on building

Call To Action/Community Support:

Collect Donations for…

  • Winter Gear (Coats, Gloves, Scarves & Hats, Blankets)
  • Books
  • Canned Foods
  • School Supplies
  • Aluminum Can Tabs (Ronald McDonald House)

or offer:

  • Complimentary Oral Cancer Screenings
  • Smile Makeover Contest

 Give-Aways:

Welcome letter/flyer (Include in it: Info about the office, services offered, a special call to action offer & a thank you for coming in)

Items imprinted with your office information, such as:

  • Toothbrush Bags
  • Lip Balm (www.lipbalmexpress.com)
  • Tote Bags
  • Pens
  • Coffee Mugs
  • Water Bottles
  • Flower Seed Packets
  • Magnets
  • Keyrings
  • Xylitol Products
  • Umbrellas

My favorite company to use for imprinted giveaway items is: Bizarre Marketing – www.promostuff4u.com

Activities:

  • Face Painting
  • Photo Booth with photo props
  • Balloon Twisting
  • Bounce House
  • Craft Table
  • Games
  • DJ/Karaoke/Live Music
  • Dental Health Presentations

Drawing/Raffle for Prizes:

Having a drawing(s) allows you to collect the names and contact information of the guests. Be sure to collect Name, Address, Email & Phone #.

Prize Ideas:

  • Electric Toothbrush
  • Teeth Whitening
  • $/% Off of a Dental Service
  • Gift Cards
  • Television/Tablet
  • Bicycle
  • Waterpark, Sporting Event, Concert, or Theatre Tickets/Passes
  • Gift Baskets

Team up with local businesses for contributions/donations of Prizes. Be sure to remind them that their name will be included in your advertising for the open house.

Offer an incentive (such as; gift card) to the first so many people who RSVP to your event.

Office Appearance:

  • The office must be clean and clutter free!! (Inside & Out!)
  • Restrooms – make sure they are checked during the open house for cleanliness and that they are well stocked)
  • Decorate the Office
  • Music Playing (recorded or live)
  • Have stations/displays set up throughout the office to encourage a tour of the entire office.
  • Monitors set up in reception room and treatment suites playing videos of services offered. Before and After Photo Slideshow.
  • Display “About Our Office & Services” Brochures

Team Members:

  • Well dressed and groomed
  • Name Tags
  • Friendly & Outgoing
  • Specific assignments (designated greeter, tour guide, speaker for dental presentations, etc.)

Food/Drink Ideas:

  • Bottled water with an office label
  • Punch/lemonade/Tea/Coffee/Wine/Beer
  • BBQ Foods
  • Appetizers
  • Wine/Cheese
  • Desserts
  • Ice Cream Truck (great for outdoor events)

You may be able to get a local business to donate cookies, cake pops, cupcakes, sandwich trays, fruit and vegetable platters, etc.

Day of the Event:

  • Smiling faces
  • Name tags for your guests
  • Give tours (Depending on the size of the event you could set up tours as a scavenger hunt)
  • Be ready to schedule dental appointments
  • Greet everyone
  • Take lots of pictures
  • Record a video of the event. Consider doing a Facebook live during the event.

 After the Event:

  • Send Thank you’s to all of your guests and any businesses that participated in the event.
  • Send a follow-up article & pictures to the local paper.
  • Call prize winners to come into the office and collect their gift – be sure to take their picture(s).
  • Post pictures of the event on social media sites.

Remember, Proper Planning Prevents Poor Performance!

To-do lists are your friend! Include a timeline & who is responsible for what & when.

Your goal should be to make your guests feel welcome, special, and appreciated. No one wants to show up to an event where they are not welcomed or confident they’re even in the right place.

Make it a Fabulous Open House Event my friends!

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.

Yours for Greater Success!

~Betty

P.S. We’re on FacebookTwitterInstagramLinkedIn and Pinterest stop by and say hello.

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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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