The month of March will close out your first quarter of the year. Are you happy with how your collection, production, new patient, and patient retention numbers are trending? If not, now is the perfect time to make some adjustments.
March is an especially important month to work on not only being productive and happy but to successfully see to it that 100% of your hygiene continuing care patients schedule their next 6-month appointment. Why? 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 March.
Do you know what your reappointment percentages look like each month? Do you know how many of your active patients have a future appointment and how many are unscheduled? Those are smart numbers to track.
The practice management and leadership tips and ideas for March 2022 when implemented, will help you close out the first quarter strong.
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March 2022 Dental Office Management and Leadership Tips and Ideas
March 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!
“The strength of the team is each member. The strength of each member is the team.” Phil Jackson
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, improve communication and huddle up! See more team building tips and ideas HERE
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 Week: 6th – 12th – 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.
Get more Patient Reviews on Google and Facebook – Celebrate your doctors and assistants by asking your patients to leave a review about their office experience on Google and/or Facebook. (For example, let them know that if your assistant or one of your assistants helped to make their appointment special you’d love to hear about it in their review. )
What are your plans to make March a great month?
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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.
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.
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!
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.)
Family Members – Do you have any patients coming in with unschedled family members due in hygiene? Who will appoint them?
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) one to two days 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 would like to schedule a no-obligation, complimentary consultation to learn how our coaching program works, please email me at email@example.com.
If you already conduct daily huddles, way to go! Feel free to share with me any of your tips for successful 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.
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 firstname.lastname@example.org) and I will send you an invitation to follow my blog.
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I hope that this year is off to a happy and healthy start for you and your team. Are you on track to meet or exceed your first quarter goals? Today, I am sharing some office management and leadership tips and ideas to help you enjoy a fantastic February.
Do you enjoy the complimentary tips and ideas that I share each month? I would love and truly appreciate it for you to please take a second to leave a review/recommendation for me here on GOOGLE and/or FACEBOOK – Thank you!!!
February 2022 Management and Leadership Tips and Ideas
Team Building – National Chili Day 24th– 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: 13-19 – 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, your doctor would also appreciate an unexpected act of kindness this week!)
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.)
Make a plan to reach out to your unscheduled patients. Rather than just calling to ask if they would like to schedule an appointment, use this occasion to simply check-in to see how they’re doing and let them know you’re thinking about them. This is about building and strengthening relationships.
Take advantage of all the different communication methods to reach your patients – telephone, text, email, letter/cards, and your social media pages. You’re planting little reminder seeds that you are still here for them during these crazy times.
Insurance Claims – Send out “clean” insurance claims with the correct information, provider, date of service, Xrays, attachments, and documentation. Your goal is to not have any unpaid claims sitting out there past 30-60 days. (Did you know that your collection percentage drops significantly after 90 days past due? Over 120 days past due it drops to about 30% – you lose a lot of your money the longer these claims sit out there. Worse yet, you run the risk of the claim not being paid at all!)
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 – “Respect others time and your time will be respected“
Review your office systems and protocols to ensure that everyone is using their time efficiently and effectively. Arriving at the office with plenty of time before the first scheduled patient, expecting your patients to arrive on time, never waiting 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.
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.
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 firstname.lastname@example.org and I will send you an invite to follow. This way, you won’t miss a single idea.
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 email@example.com.
As always, wishing you a happy, healthy, and productive month!
The month of May brings many wonderful opportunities to reach out to and build relationships with more people in the community. Here is why:
During the month of May you have:
Teacher Appreciation Week: 3rd – 7th
National Nurses Day and Week: 6th -12th
National Hospital Week: 9th -15th
National Nursing Home Week: 9th -15th
National Police Week: 9th – 15th
EMS (Emergency Medical Services) Week: 16th – 22nd
We don’t need a “reason” to celebrate and aknowledge our hard-working and awesome teachers, nurses, and police officers however the month of May gives us that extra boost to do so. Don’t let this great opportunity and privilege to reach out to the teachers, nurses, and police officers in your community pass you by.
How can you reach out to them? Here are a few ideas for you:
First, let’s start with any of your patients that are teachers, nurses, or police officers.
Pull a report with any patients that are school teachers, nurses, and police officers and send “We Appreciate You” cards to them. Unexpected and very much welcomed.
Put together some little thank you gifts to give your patients that are teachers/nurses/police officers when they come in for their dental appointment during the month of May.
Second, reach out to the teachers, nurses, and officers in the community that are not “yet” patients at your office.
Host a Favorite Teacher/Nurse/Police Officer Contest and promote it via your social media platforms. Invite the community to nominate their favorites. The winner receives FREE teeth whitening (or another special offer), a gift card to a local business, and a certificate stating they won (your office name) for the favorite teacher/nurse/police officer contest in your community.
You could easily ask for donations of prizes or gift cards from local businesses to add to the winning prize.
Deliver treats and/or toothbrush bags to your local schools, hospitals, doctors’ offices, fire station, and/or police stations.
Social Media Post Ideas to Improve Engagement during the month of May:
At the very least you can use your social media platforms to show your love and appreciation for these special and hard-working folks in the community. (If you need help in this area: Dental Office Social Media Help and Ideas
National High Blood Pressure Education Month (why does your dentist/hygienist take your blood pressure?)
May is Save Your Tooth Month and Root Canal Appreciation Week: 2nd – 8th and Root Canal Appreciation Day: 11th
National Teacher Day: 4th
Nurses Day or National RN Recognition Day: 6th
Receptionists Day: 12th
International Nurses Day: 12
EMSC (Emergency Medical Services) Day: 19th
National Employee Health & Fitness Day: 19th
National Senior Health & Fitness Day: 26
Eat More Fruits & Vegetables Day: 27th
World No-Tobacco Day: 31
There are so many ways to celebrate teacher appreciation, police officers, and nurses’ week in your dental office. If you’re looking for more marketing ideas for the month of May, please visit here: Dental Office Marketing Tips and Ideas for May
If you appreciated these complimentary ideas I would love for you to please leave me a review/recommendation here on GOOGLE and/or FACEBOOK.
Wishing you all a very happy and productive Spring!
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. This way, you won’t miss a single idea! Or, if you have an area(s) in the practice that you’re struggling with, feel free to comment here or email me at firstname.lastname@example.org