May 2023 Dental Office Management, Leadership, and Team Building Ideas

May 2023 Dental Office Management, Leadership, and Team Building Ideas

Hello Friends,

To help you plan and prepare to make the month of May a productive and happy one, I am sharing some office management, leadership, and team-building ideas and reminders with you. ENJOY!

Looking for Marketing and Social Media Content Ideas for May? Check these out: May 2023 Practice Growth Ideas

Practice Management Reminders and Ideas

Treatment Plans and Financial Presentations – Always present patients with a copy of their treatment plan and financial expectations at the time of diagnosis/scheduling.   When was the last time you reviewed your treatment plan and financial presentation verbiage & systems?

Insurance Renewal – Some insurance companies renew their maximum on June 1st. Find out how many of your patients have benefits remaining that will expire at the end of May and how many will renew on June 1st. Starting now, make your Use It or Lose It telephone calls,  mail reminders, and share on social media.

Leadership Tips and Reminders

It’s true if you want your patients to consistently have great experiences, accept your treatment recommendations, and refer their friends, family, neighbors, and co-workers to you – it takes a quality, happy, and productive team. Of course, though, it starts with you!

Set the Example / Lead by Example – Treat your employees how you would like them to treat your best patient. 😉

Job Expectations & Job Responsibilities – What are the performance expectations for your team? Does each employee clearly understand their role in the practice?

A good objective of leadership is to help those who are doing poorly to do well and to help those who are doing well to do even better.” –Jim Rohn

Practice Owners, if you would like to grow and improve your dental practice and have wondered what it might be like to work with me and what coaching is all about… please feel free to reach out to me to schedule a complimentary, no-obligation coaching call at bhaydenconsulting@gmail.com.

You spend far too much time together at work to not have some fun too! Create a fun and stress-free environment with Team Building/Appreciation Activities and Events!

Employee Appreciation/ Team Building Ideas

National BBQ Day: 16th – Bring in a BBQ lunch for the team. (It is also BBQ month so you can celebrate on a different day that works better for everyone!)

For your chocolate/peanut butter lovers – I Love Reese’s Day is May 18th!

As always, wishing you all a happy and productive month!

If you enjoy the complimentary ideas that I share or if they’ve been of help to you and your practice –  I would truly appreciate it if you would please take a second and leave a review/recommendation for me on GOOGLE and/or FACEBOOK. Looking forward to hearing from you. Thank you!!

Yours for Greater Success,

~Betty (Dental Coach)

P.S. 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 (bhaydenconsulting@gmail.com) and I will send you an invite to follow. This way, you won’t miss a single idea

March 2023 Dental Office Management, Leadership, and Team Building Ideas

March 2023 Dental Office Management, Leadership, and Team Building Ideas

Hello Friends,

The month of March will close out your first quarter of the year. I am happy to be sharing some dental practice management tips and ideas with you to be implemented during the month. All designed to help you end your first quarter strong!!

Are you looking for practice growth and marketing tips and ideas for March? You’ll find them here: Dental Marketing Ideas for March 2023

Here are your Dental Managment, Leadership, and Team Building Ideas for March 2023

This month is full of opportunities to show appreciation for your hard-working employees, for employees to show appreciation for their doctors, and for the team to just have more fun!

Employee Spirit Month – If you want to increase employee trust, creativity, teamwork, engagement, and productivity, then it’s time to have some fun, commend more, and improve communication! See more team-building tips and ideas HERE

Practice Owners, if you would like to learn how coaching can help you better lead your team, and create greatness based on high-performance expectations and principles – Schedule your complimentary no-obligation 30-minute coaching consultation today at bhaydenconsulting@gmail.com

National Dentists Day: March 6th   – Spend today celebrating the awesome dentists’ in your life! Be sure to take a picture(s) of your dentist(s) to post on your social media pages and Google My Business listing with a message of appreciation.

Dental Assistants Recognition Week5th – 11th – This is the week to celebrate your hard-working and awesome assistants! Be sure to take a picture(s) of your assistant(s) to post on your social media pages with a message of appreciation. Invite your patients to leave a review on Google and or Facebook about their positive experiences with your assistant or assistants at your office.

Employee Appreciation IdeaStarbucks Day: 31st – Bring in Starbucks as a surprise treat for them.

Office Numbers, Systems, & Goals – Are you satisfied with how your numbers are trending? If not, now is the perfect time to review your goals, examine your systems, and make any necessary adjustments.

Appointments – What does your preappointment and reappointment percentages look like? Six months from March is September and for many, it can be a slower month. Your reappointment percentage in March will have a direct impact on what your schedule looks like in September.

Same-Day Schedule Changes – Holes in the schedule are not OK. Encourage your patients to keep their reservations and for the ones that absolutely must break their appt… unless they are a habitual offender of breaking appts, PLEASE reschedule them while you have them on the phone. Refrain from asking – do you want to reschedule? Would you like to schedule? Do you want to call back to reschedule? ETC. Assume that they want to and say: “I know this appointment is important to you so while I have you on the phone let’s go ahead and reserve a more convenient time. I have ___ or ___ which works better for you?

Daylight Saving Time Begins: 12th   (Turn Ahead 1 Hour)  @2:00 am)

Would you like to see an increase in production and office collections?  Would you like to decrease the amount of time and money being spent on chasing past-due patient and insurance balances?

Here are 3 quick tips for you:

  1. No surprises! – Present the patient’s treatment plan and estimated financial portion before treatment is started. If you accept and/or participate with their insurance, have up-to-date eligibility, a breakdown of benefits, and the insurance fee schedule on file for the patient and enter into your practice management software.
  2. Payment is due before or on the day of service – No billing the patient for co-pays or payment for services. (Hint: Collecting payment at the time of scheduling/reserving the appointment will reduce cancellations and no-shows.
  3. Daily, Weekly, and Monthly monitor your patient and insurance accounts receivable, collection, and credit reports.  (Carefully review write-offs, discounts, credits, charges, and payments.)

For additional tips and ideas visit here: Improve Dental Office Collections and Clean Up Unhealthy Accounts Receivable

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

Would you please do something for me? If you enjoy the ideas that I share or if they’ve been of help to you and your practice –  I would love and truly appreciate it if you would please take a second and leave a review/recommendation for me on GOOGLE and/or FACEBOOK. Looking forward to hearing from you. Thank you!!!

Yours for Greater Success,

~Betty (Dental Coach)

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

January 2023 Dental Practice Management and Leadership Ideas

January 2023 Dental Practice Management and Leadership Ideas

Hello Friends,

Are you looking to make this a great year? If you want different or better results than last year you’ll need to do something different this year. Start now – make your action plan for any wanted and needed improvements to your office including setting your production, collection, treatment, continuing education, new patient, administrative time, and happiness goals for 2023.

Here you’ll find some office management, leadership, and team-building ideas for January.

If you’re looking for dental marketing and additional practice growth ideas for January visit here: Marketing Ideas for January 2023

Leadership and Team Building

“Outstanding leaders go out of the way to boost the self-esteem of their personnel. If people believe in themselves, it’s amazing what they can accomplish.” – Sam Walton

Training – Are you investing in your team by making sure they have proper training and retraining? For example, are you utilizing your practice management software to its full potential? Have you all been “properly” trained on how to use it?

January is Get Organized Month – This is a great time to get rid of any office clutter! Check the closets, cabinets, drawers, and desks for any clutter that can be organized, put away, or tossed. Clutter equals chaos. There is no room for chaos or clutter.

National Bagel Day: 15th – Bring in bagels for breakfast for the team to enjoy during your morning huddle.  

Fun at Work Day: Jan. 27th – Schedule a fun team-building activity, games, or contest for the team. Be sure to share the fun on your social media platforms.

Office Management Ideas

CDT Codes – Have you reviewed the 2023 CDT Code changes, additions, and deletions? If not, I strongly encourage you to make sure you’re up to date with coding and billing correctly.

Insurance Renewals: Many of your patients’ dental insurance maximums renewed on January 1. Phone, text, and/or email your patients with a friendly reminder of their renewed benefits and encourage them to make a reservation to come in for their hygiene wellness visit or to get started on their unscheduled treatment needs with the doctor. Include reminders on your social media pages.

Credit Report – Run your credit report. Check for any errors. Unless your patients have requested that you leave a credit on their account for future treatment – you shouldn’t have credits just sitting there.

What are your practice goals for 2023? 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 no-obligation, complimentary consultation to learn how our coaching program works, please email me at bhaydenconsulting@gmail.com.

Are you receiving my complimentary Practice Growth Tips & Ideas in your email each month? If not, please start following us today – simply click on the subscribe tab. Or If you prefer, send me your email address (to bhaydenconsulting@gmail.com) and I will send you an invitation to follow my blog.

Have a great month!

Yours for Greater Success,

~Betty – Dental Coach

Before you go – would you kindly leave me a review/recommendation on Google or Facebook, please? Simply click the following links:   GOOGLE   and/or  FACEBOOK Thank you so much!

Dental Office Leadership and Management Ideas for December 2022

Dental Office Leadership and Management Ideas for December 2022

Hello Friends,

December is going to be a busy time for you, your patients, and your employees. Take some time now to plan how you all will keep a full and productive schedule all month long without any extra stress

Here are some ideas to get you started.

Management Tips & Reminders for December…

Watch the Schedule – Be alert to any patients that are coming in with the doctor or hygienist and have incomplete treatment or are due in hygiene. If the schedule allows, encourage them to take care of both at the same time. This means carefully reviewing all charts in advance of the appointment.

Social Media – In advance, schedule your social media posts for the last 2 weeks of December and the first week of January. One less thing to stress you out during the crazy times. 😉

Appointment/Retention Incentive – It can be challenging to get patients to keep their dental appointments during the holidays – consider having a drawing for a gift basket or gift card to a local business that your patients can enter to win when they come in for their dental appointment before December 23rd.

Homecare Products – December is a great time for Special offers on Electric Toothbrushes and Waterpiks

Gift Certificates – Remember, Gift Certificates/Cards for Teeth Whitening, Ortho, or Wellness visits should always be available for your patients to purchase as gifts for their loved ones.

Travel Toothbrush Bags – Many of your patients travel during the holidays – Surprise them with a small gift for their travels. Put together toothbrush bags that include a toothbrush, floss, toothpaste, and a “what to do in a dental emergency” handout. You could also include other travel-sized items such as lotion, Advil, lip balm, etc.

If you’re looking for marketing & additional practice growth tips and ideas for December 2022 – please check them out here: December 2022 Marketing Ideas

Do you appreciate the ideas and content that I share each month? If you do, would you kindly leave me a review/recommendation on Google or Facebook, please? Simply click the following links:   GOOGLE   and/or  FACEBOOK Thank you so much!

Leadership & Team Building/Appreciation Ideas

“Do not let what you cannot do interfere with what you can do.” – John Wooden

Review the performance for 2022 – What worked well? What did not work well or requires change? What are your ideas for Improvement? What are your plans for implementation? Remember, change what needs changing, and control what you can control.

Doctors, if you would like to grow and improve your dental practice and have wondered what it might be like to work with me and what coaching is all about… please feel free to reach out to me to schedule a complimentary, no-obligation coaching call at bhaydenconsulting@gmail.com.

National Sock Day: December 4th – Purchase some silly socks for the team and take a picture of everyone wearing the socks and post it to your office Facebook/Instagram pages and Google My Business listing.

National Chocolate Day: December 28-29th – Surprise your doctor(s) and/or team with a chocolatey “I appreciate you” treat.

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 to bhaydenconsulting@gmail.com and I will send you an invite to follow. This way, you won’t miss a single idea.

Wishing you a fabulous and productive month!

Yours for Greater Success,

~Betty (Dental Coach)

Would you kindly leave me a review/recommendation on Google or Facebook, please? Simply click the following links:   GOOGLE   and/or  FACEBOOK Thank you so much! – Looking forward to hearing from you!!