Dental Insurance Maximum Renewal Letter, Reminders, and Ideas

Dental Insurance Maximum Renewal Letter, Reminders, and Ideas

Hello Friends,

The month of September is a great month to get your “Use it or Lose it!” letters and emails out to your patients. This is for all of your patients that have dental benefits that renew on January 1st .and patients with FSA or HSA dollars that expire at the end of the year. Especially helpful for your patients that are /pastdue/due/or due this year for their hygiene visit and/or with treatment that is yet to be started or needs to be completed and their remaining dental insurance maximums are getting ready to expire.

remaining dental max letter

Time to remind them to Use it or Lose it!  Get your letters, emails and text messages out to your patients reminding them to use any insurance benefits they have remaining for the year to complete any needed treatment or for their continuing care hygiene appointment before they lose them.

Some offices choose to mail these letters out in early September. I think October works well too.  Remember, the closer it gets to the end of the year the more difficult it becomes to get them to schedule and you may not even have room in your schedule to accommodate them.

Your goal is to get them from the filing cabinet/computer to the schedule!

Personalize  – When mailing out remaining maximum letters, be sure to customize for each patient according to their treatment plan. This will help to re-create the urgency and value for treatment.  For some patients, it will take some type of additional incentive to get them to act. Perhaps, include a gift certificate for $ off of their treatment if it’s completed and paid for by December 31st. Not redeemable for cash. Or the opportunity to enter a raffle for a really great prize!

Here is a scripting idea for your “Use it or Lose it! letters:

Dear (Patient name),

It’s that time of year again, when you are busy with school schedules, getting ready for fall weather, and/or scheduling upcoming Holiday plans. During this busy time, you may not be thinking about your available or unused dental insurance benefits.

Whether you have insurance benefits remaining or if you have funds set aside in a flexible spending account (FSA) or healthcare saving account (HSA), now is the time to schedule treatment so your co-payment amounts can be applied to this year’s deductions.

Make sure to use all available benefits to complete any outstanding treatment or for your all-important preventive dental hygiene appointment. Almost all plans do not allow you to rollover unused dollars to the next benefit year. So, Use ‘Em or Lose ‘Em!

Call us today to schedule your appointment. We find that the upcoming holiday season is always our “busy time” and we are certain it is a very busy time for you too. 

Beat the end of year rush and get in early, our phone number is ………

Please know we are here to assist you and answer any questions you may have regarding your dental treatment.

Yours partners for better dental health,

Take this opportunity to add a P.S. message to the end of your letter, telling your patients all about your specials on teeth whitening. Many people at this time of year are looking to whiten their teeth for their end of year celebration family photos, or to buy gifts for family and friends.

For example… 

P.S. Now is a great time to whiten & brighten your smile for your end of year celebration photos. We have some fantastic whitening specials! Teeth whitening gift cards also make a wonderful gift.

P.P.S. Did you know we are on Facebook, Instagram, & Twitter? “Like” us on Facebook at … and “follow” us on Instagram, and Twitter at …- This way you can stay up to date with all our office events & news plus have a chance at exclusive offers & contests.

Mailing Tip –  Use a bright-colored envelope and neatly hand-write the name and address. Use a “live” stamp. This will take a little more time to do but your patients are more likely to open an envelope that looks like it’s  from a friend and not their dentist.

Phone Calls – About a week after you mail out your letters, go ahead and start calling them to see if they received the letter and to schedule them an appointment.

Document – Be sure to document that a letter was mailed, phone calls were made and what type of response you received from each patient.

Important Reminder – Before sending out these letters and making calls to your patients be sure to review your upcoming appointment schedule… Where is your open chair time? Will pre-blocking some open time be helpful? Also, before scheduling last minute appointments that require lab work, be sure to communicate with your lab guy/gal that they can, in fact, get these cases back to you in time.

Wishing you all a full schedule for the end of the year!

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

Have you signed up to receive my complimentary dental marketing and practice management ideas that are sent right to your email inbox each month? If not, take a second and sign up. Or send me your email address and I will send you an invite 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 FacebookTwitterInstagramLinkedIn and Pinterest

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The Dentists’ Masterclass – How Coaching Can Bring Success to Your Practice

Hello Friends,

Each month I share fun and effective practice management and marketing ideas to help you grow your practices. (Did you catch the tips and ideas for September? If not, check them out here: Dental Office Tips and Ideas for September)

My goal is always to help you produce more, collect more, increase new patient numbers, consistently exceed patients’ expectations, build relationships within the community, stress-less, and have more fun as a team!

Doctors, if you want to grow your dental practice and have considered hiring a consultant or coach to help you get where you want to be or perhaps you hired a consultant or coach in the past with little to no positive results or growth, I have a very special & free event for you!

Free Masterclass at The Madow Center for Dental Practice Success
All Day, Friday, September 14, 2018 

This day will be an amazing opportunity for anyone who wants to meet all of us and figure out some ways to grow their practice. And there is no charge at all except getting yourself to Baltimore, Maryland. But there are two important things you need to know…

1) The Dentists’ Masterclass is for docs only. A doctor may bring a significant other or a key team member, but no team members may attend without the doc.

2) There will be lots of learning, brainstorming, practice troubleshooting, etc. But this course is intended only for those who are serious about working with us as their coaches. It’s not for “tire-kickers!” We would love to be right by your side on the road to excellence.

Whether you have used a coach in the past, are in a horrible relationship with one right now, or have tossed around the idea of using one in the future…

This Masterclass is for YOU!

The entire day will be spent close up and personal with yours truly (Betty Hayden -lead coach at The Madow Center), Dr. David Madow, Dr. Richard Madow, coach Kelly Lynch, and more!

Here are some of the things you will learn at your Masterclass:

  • The most common mistake dentists make when trying to grow their practices!
  • Why hiring a coach can be a very expensive blunder if you don’t know what you are doing!
  • How to set goals and actually reach them very quickly!
  • Why some patients never return for their recommended treatment (or never return at all)!
  • The extreme importance of team (and doctor) accountability, and why it can be so difficult to achieve!
  • And MUCH, MUCH MORE!

We want to hear about your dreams and goals. We want to hear your struggles. We will listen closely. You may share anything with us and it will all remain confidential.

Myself and coach Kelly will share some of our strategies as well as success stories. You will hear exactly how we are able to take practices that have plateaued or “flatlined” right out of their slumps – then grow them like crazy.

Free Masterclass at The Madow Center for Dental Practice Success
All Day, Friday, September 14, 2018 

You can ask questions. You can mastermind with all of us as well as other like-minded dentists in attendance. It’s a day to really dig deep and determine if you are ready to really GROW!

And most importantly: In our Masterclass you will be able to see what it takes on your end to work with us as your coaches. How we can grow your practice, from start to finish. You will be surprised how easy it actually is! This will be a full day, and we are betting this could actually turn out to be the most important days of your life!

Here are the details:

“The Dentists’ Masterclass – How Coaching Can Bring Success to Your Practice”

Date: Friday, September 14, 2018

Time: 9:00 AM until we finish. We may decide to have dinner together so don’t plan to leave early! This is a once in a lifetime chance to hang out with people who are willing and able to help you!

Location: The Madow Center for Dental Practice Success, Baltimore, Maryland.

Cost: Free. You get here, we take care of the rest!

Note: Attendance at this Masterclass will be strictly limited. We want to keep the group small and intimate. Please register now to guarantee your spot.

How to register: Just click here to reserve your spot

If you have any questions about this Masterclass, please feel free to email me at bhaydenconsulting@gmail.com.

Look forward to meeting you in person!

Yours for Greater Success!

~Betty

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Dental Office Morning Meeting Tips and Suggestions

Dental Office Morning Meeting Tips and Suggestions

Hello Friends,

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 office morning meeting agenda

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?

Fifteen – twenty 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 mtg and end each meeting on a positive note. Team members from each department can & should contribute what pertains to their particular department.

What do you talk about?

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

START and END the meeting with something POSITIVE.

  • 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?
  • Holes – Can a hygiene patient in need of restorative slide over into the doctors 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/hang-ups. 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 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, desensitizing agents, whitening, mouthguards, better home care tools)
  • 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 therapy. 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, etc.
  • Testimonials/Reviews – Who is a candidate for providing a testimonial/review? 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, if it was praise be sure to thank the team and the patient!
  • Goals – Look at Production, Scheduling & Collection goals for yesterday, today and tomorrow. Reminder to collect all co-pays at time of appointment!!
  • Treatment plans – 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. Let the patient decide for themselves! Were there any patients that came in yesterday that we treatment planned and they did not schedule an appointment? WHY?
  • 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 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!

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 a review/recommendation for me on GOOGLE and/or FACEBOOK

If you are not yet receiving my free dental marketing ideas every month to your email inbox, PLEASE take a second and subscribe today. This way, you won’t miss a single idea. Feel free to share my blog with your dental friends. ~ Thank you!

Huddle Up and Have a Great Day!

Yours for Greater Success!

~Betty

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Dental Tips and Ideas for the Month of August 2018

Dental Tips and Ideas for the Month of August 2018

Hello Friends,

While we are still very much enjoying summer, as a mother of two school-aged children (and as of last week a brand new puppy!) I’m forced to start preparing for the Back-to-School season.

However, for your dental practice, this is a great time to educate the community on the importance of good dental health for their children as well as for the teachers.

Here are some ideas to help make the back-to-school season fun for the community and profitable for your dental office.

betty hayden consulting august dental marketing ideas

Dental Tips and Ideas for the month of August…

Theme:  Back-to-school with Healthy Smiles!

Target Audience: Teachers and school-aged children.

Focus: Preventive Dental Services.

What: Education, Promotion, and Special Offers

  • Send a press release to local papers and news stations with “Children’s Dental Health Tips for Parents,” such as healthy snack and beverage ideas, when to visit the dentist, what-to-do in a dental emergency, brushing and flossing tips, mouthguard information, sealants information, and more.
  • Facebook (live) videos sharing the aforementioned tip and ideas.
  • Share social media and blog posts with dental health tips for children.
  • Promote special offers just for teachers and students during August.
  • August is Get Ready for Kindergarten Month – Send out a press release and promote social media posts that focus on kindergarten-aged children.

See more Dental ideas for teachers and schools here: Dental Marketing Ideas for your local School District

More tips and ideas for August …

Sneak Some Zucchini Onto Your Neighbor’s Porch Night: August 8th – I’m serious; it’s a real day in August! While you probably don’t want to visit your patient’s homes during the night, you can easily have a basket of zucchini at the office for your patients’ to take. Wrap some ribbon and a business card with a zucchini recipe on it for your patients to sneak onto their neighbors’ porch during the night.

patient appreciation gift idea zucchini

Dr. Bruyere & Team celebrating “Sneak Some Zucchini Onto Your Neighbor’s Porch Night “

Another fun & easy give-away for your patients or referring doctors:

S’mores Day: 10th – Give away little S’mores making kits – “We need s’more patients like you!”  

we need smore patients like you

Just a few of the creative ways you can exceed your patients expectations with this sweet treat…

(See this Pinterest Board for S’more Ideas) 

August 1 -7 – Simplify Your Life Week: Simplify your life by crossing off “Schedule my all-important dental visit” from your To-Do-List by calling us today at…

~ Social Media Post Ideas to Improve Engagement ~

National Fresh Breath (Halitosis)  Day: 6th

International Lefthander’s Day: 13th

Kiss and Make Up Day: 25th

National Matchmakers Day: 31st (ask for referrals)

What are you planning for August? Feel free to share your plans with me.

Did you enjoy these ideas that I shared with you? If yes, would you please kindly recommend me on Facebook? I would GREATLY appreciate it. Thank you!

Are you receiving my complimentary Dental Practice Management and Marketing Ideas via your email 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

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