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 Practice Management Tips and Ideas for January

Dental Practice Management Tips and Ideas for January

Hello Friends,

Approach the New Year with resolve to find the opportunities hidden in each new day. ”    ~ Michael Josephson

December is a great time to find and create opportunities for growth in the New Year. Make your to-do list for any wanted and needed improvements to your office including setting your production, collection, treatment, continuing education, and new patient goals for the new year. Do include your team in this plan, ask them what their ideas are to make 2018 a more productive and happier year for all! People are more likely to support that which they help to create.

Here are some Practice Management Tips and Ideas to get you started:

January Dental Practice Management Ideas from Betty Hayden Consulting

Hygiene Continuing Care & Incomplete Treatment:

Insurance Maximums: Many of your patients’ dental insurance maximums renew on January 1. Phone your patients with a friendly reminder of their renewed benefits and make a reservation for them to come in for their hygiene visit or incomplete treatment with the doctor. Include reminders on your social media pages.

Inactive Patients: It doesn’t help anyone to have a file cabinet or computer full of inactive patients – Get them on the schedule. January is a great time to send We Miss You Reactivation Letters to your patients. For a sample letter, please email me at bhaydenconsulting@gmail.com.

Hygiene Patients: Are you pre-appointing hygiene visits? If not, January is a good time to make this a goal for the office. While you have the hygiene patient in the office, schedule their next 3, 4, or 6-month visit. Avoid saying “would you like to schedule your next appointment?” Some will say no. So instead, say this: “Let’s go ahead and schedule your next visit.” Assume they want to schedule their next visit. By the way, your entire team needs to be on board with pre-appointing your patients. It can be done! 

If you’re struggling to have a productive and effective hygiene department – I can help you with this.

National Clean Off Your Desk Day: Jan. 8th ~ Clutter represents indecision. Make a decision 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. While you’re at it, go ahead and attack the cabinets & closets. Say goodbye to the clutter!

National Compliment Day: Jan. 24th ~ Compliment a fellow team member when you catch them doing something “right”. Compliments boost morale.  (Tip: You don’t need a special day to do this, everyday compliment & reward the behavior and actions that you want to see more of. )

There you have it, a few dental practice management tips and ideas for January. I hope that you find them helpful. What are your goals for 2018? 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 set up a complimentary telephone consultation, please email me at bhaydenconsulting@gmail.com. 

Stay tuned for my dental marketing ideas for January – they’re coming soon!

Yours for Greater Success,

~Betty

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

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Dental Office Tips and Ideas for November

Dental Office Tips and Ideas for November

Hello Friends,

There is still time to make your final quarter for the year your best one yet. To help make that happen, here are some dental marketing & practice management tips & ideas…

November Reminders:

Incomplete Treatment & Insurance Maximum Renewals – Do you have any patients with incomplete treatment or ones that are due/past due in hygiene with remaining insurance benefits that are going to run out at the end of this year? Do what you can to help them see the need and value in scheduling an appointment this month before the end of the year rush really shifts into high gear! See Dental Benefit (Use it or Lose it) Reminders, Tips, and Ideas

National Clean Out Your Refrigerator Day: 15th – Time to clean out the office refrigerator.

Candy Buy Back – Many of you will be starting off the month of November hosting and celebrating your office Candy Buy Back events. Consider doing a Facebook Live Video to promote your event. Be sure to alert the local TV news, online & print newspapers and social media sites about these events.

Dental Education Opportunity:

November is American & National Diabetes Month

Over 30 million Americans have diabetes.
People with diabetes are 2 times more likely to develop serious gum disease.
Use this month to educate your patients about the connections between diabetes and gum disease while they are in the chair and or via email, office newsletters, and your social media sites.

International Stress Awareness Day: 1st   – Share tips on how to reduce stress & the relationship between stress and oral health. Service/Treatment Feature: Mouthguards.

Great American Smokeout: 16th   – Wonderful Educational Opportunity to help your patients Kick the Tobacco Habit! As well as encourage youths to remain tobacco-free.

Cosmetic Dentistry Opportunity:

Many of your patients will soon be attending holiday parties/events and typically with these special occasions come a lot of picture-taking. Now is a great time to help them see how they can easily get their smile ready for the camera with teeth whitening and other cosmetic treatment/procedures. Be sure to make available Dental Gift Cards/Certificates for purchase.

Here are 3 More Ways to Help Your Patients 
Smile in November!

World Kindness Week: 12-18 – Have Gift Of Health Certificates for your patients to share with their friends, co-workers, neighbors, and family. What about handing out special surprise gifts for your patients or deliver gifts to local businesses this week. Perhaps there is a patient coming in this week for treatment that is experiencing serious financial hardship and would benefit from some extra kindness by you donating some of their dental treatment.

Black Friday – Offer Special Pricing on Teeth Whitening & Electric Toothbrushes, Ortho Consultation or a New Patient Visit.

Flossing day: 24th – Post fun floss facts & tips on your social media sites. Make a video and share on Facebook, YouTube & Pinterest demonstrating proper flossing techniques.

As always, I would love to hear your ideas for making November a great month! Should you need any help implementing these ideas or have any other questions that I can help you answer…I’m ready to help! Contact me today at bhaydenconsulting@gmail.com.

Are you receiving my free dental marketing and practice management ideas every month to your inbox? If not, PLEASE take a second and follow today or send me your email address and I will send you an invitation to follow. This way, you won’t miss a single idea. Feel free to share my blog with your dental friends. ~ Thank you!

Yours for Greater Success,

~Betty

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

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30 Little Things That Make Big Things Happen In Your Dental Practice

30 Little Things That Make Big Things Happen In Your Dental Practice

 “It’s the little details that are vital.

Little things make big things happen.” ~John Wooden

 Hello Friends,

It’s the little details, the little things that can make the biggest impact on your practice growth and the happiness of your team.  Best of all, the little things (ideas) that I am sharing today are FREE or very low-cost and most only require seconds of your time.

Here is a list of 30 little things you can do starting today to greatly improve your office and in turn your personal life too!

  1. 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.
  2. Smile More – Smiles are contagious. Smile before you pick up the phone, smile to passersby, smile to your teammates, and smile in the mirror. Smiling will boost your mood, put people at ease, and makes you more likable.
  3. 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.
  4. Thank you – Express your appreciation.  Saying thank you improves your office, your health, and the patient’s experience.
  5. Choose to be Positive – Your attitude is a choice and that choice is 100% within your control. Avoid spreading negativity by sharing bad patient experiences, personal problems, or problems with other team members. Choose to be happy and positive.
  6. Be Kind – Be kind to your patients, strangers, sales reps, and callers.
  7. I’m Sorry – Accept responsibility when you are wrong. Be honest; simply say “I’m sorry I/We messed up”. (Tip: Keep small ($5) gift cards for coffee to give to your patients when you’ve messed up, i.e. running late, lab case mistake, appt. mix up, etc.)
  8. Friendly Greeting – Warmly greet every person that visits the office. Even if you’re on the phone or taking care of a patient, you can acknowledge the other person with a smile.
  9. Say Please – Make it a habit to say please every time you ask for something.
  10. Offer a Proper Handshake- A nice, firm handshake shows confidence and makes a good impression. (Tip: When a new patient comes into the office, come from around the desk and welcome them with a handshake.)
  11. Check it Twice – Before you send that email, letter, or text, check it for spelling errors.
  12. Social Media Sites – If your office is using social media sites be sure to like and follow the pages of local businesses within your community. Click the LIKE button or comment on their posts. This is an easy way to build relationships.
  13. No Cell Phones – Turn down the volume and put your cell phone away while you’re on the clock. Ask your family and friends to call the office line in the event of an emergency. Be fully present during work hours.
  14. Write it Down- Start and end your day with to-do lists. Write a note or set an electronic reminder to check on that claim, call your patient, check voice mail, etc. Writing things down prevents you from forgetting things that are important. (Tip: Avoid placing sticky notes around your workstation. Clutter is chaos to the patient.  Place reminders in a notebook that you frequently refer to or set electronic reminders.)
  15. Commendation – Commend a fellow team member when you catch them doing something “right”. Commendation boosts morale.  (Tip: Commend & reward the behavior and actions that you want to see more of.)
  16. Business Cards – Carry your business cards with you and use them! Get your team personalized business cards to hand out to patients and people they do business with. (Tip: Use the back of the business card with a call to action invitation.)
  17. Stay on Time – If you’re often running behind schedule, investigate as to 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. 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.
  18. Patient of the Day! – Select a patient from the day’s schedule to be your “patient of the day”.  Give them a certificate, a small gift and take their picture to share on your social media sites. This is a fun and inexpensive way to exceed your patients’ expectations.  SEE Dental Patient of the Day Ideas
  19. 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.)
  20. 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.
  21. Send a Card – In this electronic age, rarely do people get “real” mail. Send hand-written thank you, get well, thinking of you, anniversary, sympathy, and congratulations cards to your patients.  They will truly appreciate it! (Tip: Keep a supply of cards on hand in the office.)
  22. Everybody Clean Up – Pick up the piece of paper from the floor, dust off the plants, keep your workspace and the restroom clean. SEE Clean Your Dental Office
  23. Replace the roll of Toilet Paper – Even if there are still a few squares left to spare, replace with a fresh roll. While you’re at, go ahead and fold the toilet paper into a pretty fan.
  24. Huddle Up – 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 these tried and true suggestions & tips for morning meeting success.
  25. Negative Gossip – Refuse to listen to gossip and stop speaking & spreading gossip. Simple. As. That.
  26. Dress the Part – If you want it to be a great day, start by looking great. Wear clothes that reflect the excellent care you give your patients. This means wearing professional, clean and wrinkle-free clothes.  Also, your hair and body should be clean and odor-free. (Yes, I went there.)
  27.  Verbiage Matters – Use these words often: Absolutely, I’ll be happy to, My pleasure, You are very welcome, Certainly, and Right away.
  28. Acknowledge and Reward Referrals – For every patient you must have a referral source, how else will you be able to track what marketing works and what doesn’t? Especially if you want more referrals from your current patients, then reward the behavior that you want to see more of. Acknowledge and Reward your referrals.
  29. Answer the office Phone – This one is KEY to your success. All of your marketing efforts lead people to the phone first. Answer the office phone during the times when patients and new patients are most likely to call. This includes lunch hours. SEE How to Effectively Answer The Dental Office Phone
  30. Memorable Goodbyes – Make a great last impression with a friendly goodbye…be sure to use the patient’s name.

 “I try to do the right thing at the right time. They may just be little things, but usually, they make the difference between winning and losing.”

~Kareem Abdul-Jabbar

Do the right thing, as a team work together to implement these little things in your office every day. Print this list and review it at your next team meeting.  Enjoy practice growth with a happier team and happy patients.

Looking for even more ideas? Check out my articles Ten Ways to Stay in Touch with your Dental Patients and How to Attract and Cultivate Loyal Dental Patients

If you would like help implementing these or other ideas into your practice and daily life, contact me at bhaydenconsulting@gmail.com to learn more about my coaching services.

Are you receiving my dental marketing and practice management tips and ideas via email each week? If not, start following today 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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