February 2023 Management and Leadership Tips and Ideas
Leadership and Team Building Ideas…
Team Building – You’ll notice a little trend with the team building ideas for February as they just so happen to revolve around food & drink. 😉
National Pizza Day: 9th – Bring in a pizza lunch for the team today.
National Drink Wine Day: 18th
National Margarita Day: 22nd
National Chili Day 23rd – Have an in-office chili cook-off lunch. Everyone brings in a crockpot of chili. Have prizes for the best tasting, most unique, etc.
Random Acts of Kindness Week: 12-18th – Do something special for your employees this week. Bring in an unexpected sweet treat or small gift to let them know just how much you appreciate them. (By the way, if you’re an employee reading this, your doctor would also appreciate an unexpected act of kindness this week!)
February is International Boost Self-Esteem Month. Negative people are the greatest destroyers of self-confidence and self-esteem. Avoid office negativity, it’s toxic and will infect your team – Rather, focus on and share positive experiences. See more team-building ideas here: Dental Office Team Building
Practice Owners – 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 firstname.lastname@example.org.
Practice Management Reminders and Ideas
Reappointments and Reactivation – Now is a great time to reach out to your unscheduled patients both active and inactive patients. Do you know how many of your active patients are unscheduled? (If your practice management software is Dentrix, Eaglesoft, or Open Dental I can help you quickly get those numbers. Just send me an email to email@example.com and let me know that you’d like to get the FREE data analysis.)
Take advantage of all the different communication methods to reach your patients – telephone, text, email, letters/cards, and your social media pages. You’re planting little reminder seeds that you’re thinking about them. Hopefully, it will be the gentle nudge they need to schedule an appointment.
Insurance – Have you carefully reviewed the 2023 CDT changes, additions, and deletions? This is important not just for filing insurance claims but because CDT codes are procedure codes, and every clinician is responsible for using them properly.
Speaking of Insurance, what does your insurance aging report look like? How often are you checking on outstanding insurance claims? Who is monitoring and working on your aging reports, daily?
February is National Time Management Month – “ Either you run the day or the day runs you.“
Start with the office schedules/patients’ appointments – Are they chaotic, unpredictable, and stressful? If they’re running you and your team crazy, it’s time to evaluate what’s not working and make changes. Design and run the schedules for success. Remember, you are (or should be) in control of how, when, and where patients are scheduled. Keep them full, healthy, and productive.
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As always, wishing you a happy, healthy, and productive month!
Here you will find my Top Ten FREE Dental Practice Improvement Tips for 2021. They’re not just free to read, they’re free to implement. How awesome is that?! Ideas that when implemented, WILL help you increase production, attract more new patients, build relationships within the community, have more fun as a team, as well as exceed your established patients’ expectations.
Betty’s Top Ten FREE Dental Practice Improvement Tips for 2021
#1 – Mission, Vision, Core Values – Knowing why you show up every morning will help to create a culture of happiness and excellence.
Mission – A clear definition of the purpose and focus of the practice today.
Vision – It is about what you want your practice to be in the future. It is the outcome/result of your mission.
Core Values – Core Values represent the beliefs and principles that define your practice, your team, and the patient experience you aim for in your dental practice.
Involve the entire team in your vision, mission, and goals for the practice. Involving your team will help to keep everyone on the same page, working together for the greater good of the practice. Encourage and empower your team to not only come up with new ideas and solutions to problems but to implement these ideas and solutions.
#2 – Lead by Example– “Treat your employees how you would like them to treat your best patient!“
If you want to see a positive change in your practice, you must consistently lead by example… be the change. It starts at the top. You set the tone for the day, make certain that it’s a happy & productive one. This includes any employee in a management position – if you have employees complaining about your office manager, take it seriously. A toxic office manager will destroy your practice over time, at the very least, cause a staff turnover nightmare. In fact, any employee that is toxic to your vision, to your team, and/or your patients…needs to go. It’s not easy to make the decision to terminate someone’s employment, yet absolutely necessary if you want to improve your practice. It’s been said that “what you allow you encourage.” Once you make the decision to no longer tolerate or allow the poor behavior and attitudes in your practice, you’ll breathe a huge sigh of relief.
#3 – Communication – “The art of communication is the language of leadership.”
Job Expectations & Job Responsibilities – What are the performance expectations for your team? Does each employee clearly understand their role in the practice? Have every team member write down a detailed list of all their job responsibilities. This is VERY helpful in determining more effective ways of doing things as well as finding out what is NOT being done.
Hello, Good Morning! – Make it a point to greet your fellow team members every morning. Let people know that you see them and acknowledge them with a hello.
Thank you – Express your appreciation. Saying thank you improves your office, your health, and the patient’s experience.
Commendation – Commend your employees when you catch them doing something “right”. Commendation boosts morale. Applaud & reward the behavior and actions that you want to see more of. Simply thanking your team at the end of the day goes a long way in making them feel appreciated. Little surprise treats and gifts every now and then are also much appreciated.
#4 – Know your Numbers – “If you don’t know where you’ve come from, you don’t know where you’re going.” – Maya Angelou
Knowing your practice numbers and doing something with what you know about those numbers is key to growing and improving your practice. Numbers tell a story. Numbers tell you if your practice is healthy or unhealthy.
Get a baseline of where you’re at in order to make a goal for where you want to go. For example,
Overhead – Evaluate your true costs of doing business. What does it cost you per hour to keep the practice running?
Supplies – What is your supply budget vs what you are actually spending?
Payroll – What is your payroll percentage? Are you hygienists producing 3.3 times their salary?
Collections – Are you collecting what you produce and how long is it taking to collect your money?
Adjustments/Write-Offs – Are you closely monitoring your adjustments and write-offs?
Production – What are your hourly, daily, monthly, and yearly restorative and hygiene production goals?
New Patients – How many new patients do you want per month? What are you doing to welcome more new patients each month?
Attrition – How many patients are you losing each month and why?
Treatment Acceptance Vs Diagnosis – How many of your patients are saying yes to your best care? How are you keeping track of your unscheduled treatment plans?
If your numbers reveal unhealthiness be quick to act and get help to restore your practice to health and happiness.
Friends, do you know how many of your active patients have a future appointment and how many do not? Do you know how many new patients you are welcoming into the practice AND how many patients you’re losing each month? To help you get that data quickly, like within minutes – if your PMS is either Dentrix, Eaglesoft, or Open Dental you can request a complimentary, no-obligation practice data snapshot here: Game-Changing Awareness from Dental Intelligence – Within minutes we’ll identify your practice’s strengths and uncover hidden opportunities. I am happy to assist you with this at no charge and with absolutely no obligation to do anything further with me.
#5 – Declutter – “Clutter in your physical surroundings will clutter your mind and spirit.”
Clutter represents indecision. Decide to get rid of the clutter! That includes any sticky notes attached to computer monitors, coats/sweaters hanging on the backs of chairs, and fast-food drink containers sitting out on the counters. Along with unnecessary things sitting on treatment room counters. What about your sterilization area? Does it look clean and sterile? Or cluttered and unclean?
Make a cleaning schedule – including the who, what & when. When will the parking lot, restrooms & reception room be checked & cleaned? This should be done several times throughout the day. Do not wait for the “cleaning person” to take care of those areas. If the flooring needs to be vacuumed… vacuum it. If the glass on the windows/doors have fingerprints…clean them. If the restroom toilet and sink are dirty… clean them. Make a promise as a team that if you see it (and you know you do) clean it.
#6 – Stay on Time– “Time has a wonderful way of showing us what really matters.”
If you’re often running behind schedule, investigate the reason(s) why. If you know the why… change whatever it is causing you to stray from the schedule. Running behind schedule sends a message to your patients and your team that you don’t respect their time. Respect your team by sticking to the scheduled work hours. Be sure that they are not habitually working through their lunch or having to work late. They need breaks to refresh and refuel. Give them that. They have a life outside of work and making them work past their scheduled end time is a real drag. I understand that sometimes unexpected events may occur so they might be asked to work late or into a lunch hour but this should be a rare occasion, not a daily or even occurrence.
Arriving at the office with plenty of time before the first scheduled patient, expecting your patients to arrive on time, never wait on hygiene exams, calculate the actual amount of time it takes to do procedures, control the schedules, these things will help you stay on time.
#7 – Show you Care – “People don’t care how much you know until they know how much you care” – Theodore Roosevelt
Post-Op Calls – Doctors and Hygienists, call your patients at the end of the day to see how well they are doing. (Tip: Call all patients that received an extraction, perio treatment, difficult procedure, were fearful or new to the office.)
Pre-Op Calls – Doctors and Hygienists start building your relationship with a new patient before they step foot in the practice. Call and give a warm welcome, let them know you are looking forward to meeting them at their appointment. It’s unexpected, takes only a few minutes, and will really make your new patient feel special.
Say My Name – Everyone likes to hear his or her name. Greet your patient’s by name. Use their name during treatment. Thank them by name for coming in or calling.
Memorable Goodbyes– Make a great last impression with a friendly goodbye…be sure to use the patient’s name. Give them something good to talk about.
Thank you’s – Send handwritten thank you cards to your new patients and to your new patient referral sources.
#8 – Reappointments & Reactivation – “Do what matters, now.”
Reappointment – 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.
Reactivation – Stay in touch with your unscheduled and/or inactive patients.
#9 – Online Presence – “You never get a second chance to make a great first impression.”
How are you presenting your dental practice, your services, your care, yourself, and your team online? Are you attracting potential new patients or turning them away? Consider briefly these four important areas…
Website – Your website should reflect the culture and personality of the practice and the team. The content should be fresh and relevant. The photos should be attractive and current. Think about this, when people visit your website are you welcoming them with warm and helpful messaging or inadvertently turning them away with poor messaging and unattractive pages?
Social Media – Social media platforms such as Facebook, Twitter, LinkedIn, Instagram, Pinterest, Blogs, Online Community News Pages, YouTube, and more help to build your dental practice. Even if you’re not a fan of social media, please remember that most likely many of your patients and potential patients are using these platforms regularly.
Google My Business – Are you consistently posting fresh content to your Google business page? If not, you should. It’s free, easy to do and people visiting your listing like to see fresh content.
Reviews & Recommendations – Ask your patients to please review your office on Google and recommend you on Facebook. Don’t simply rely on third party companies to do this for you. It’s so simple (& free) to invite your patients to do this for you.
#10 – Training – “There is no way the quality of your patient care and experiences will exceed the quality of the people who provide it.”
Don’t hold back in this area! Investin your team. Thoroughly train any new employees on your practice goals, systems, software, telephone skills, dental procedures, protocols, etc. However, training isn’t just for your new employees, everyone in the office needs regular training.
Is there a chance you might have some new dental equipment or training manuals just sitting on the shelf, collecting dust? It’s most likely because your team didn’t understand or appreciate the why and the how. Knowing why and how this new idea, technique, equipment, or procedure works, benefits the patient, the team, and the office is critical to enthused implementation.
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 email@example.com.
Wishing you all a healthy and happy start to 2021!
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Do you enjoy the dental leadership, management, and marketing tips and ideas that I share each month? I would love and truly appreciate (seriously, it would make my day!) for you to please leave a review/recommendation for me here on GOOGLE and/or FACEBOOK