free dental practice management ideas

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

January 2023 Dental Practice Management and Leadership Ideas
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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
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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!!

Dental Office Management and Leadership Ideas November 2022
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Dental Office Management and Leadership Ideas November 2022

Hello Friends,

Would you like to increase your production, collections, and new patients? How about reappointing more of your unscheduled/inactive patients? If yes, these ideas that I am sharing with you, when implemented, WILL help you increase production, attract more new patients, build relationships within the community, have a happier team, as well as exceed your established patients’ expectations. 

Leadership Ideas

November is Gratitude Month – Gratitude helps to strengthen and motivate your team, encouraging employee loyalty and engagement. Don’t assume they know that you appreciate them just because you give them a paycheck every week. Show them by your words and actions that you value and appreciate their contributions to the success of the practice.

“Feeling grateful or appreciative of someone or something in your life actually attracts more of the things that you appreciate and value into your life. “—Northrup Christiane

See Why Gratitude Matters for several ways for you to express and show gratitude for your dental team.

Team Appreciation – National Nachos Day 6th– Bring in Nachos for lunch from a local restaurant or do a build-your-own nachos lunch potluck style.

If you’re looking for Marketing and other Practice Growth Ideas for November – Check these out: Dental Marketing and Practice Growth Ideas for November 2022

I’d love to hear from you! 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!

Practice Management Reminders and Ideas

Incomplete and Unscheduled Treatment Reminders – Do you have any patients with incomplete and unscheduled treatment plans or ones that are due/past due in hygiene? 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!

End Of Year Dental Insurance Benefits (or HSA/FSA) Use it or Lose it Reminders – Have you followed up with a call(s), texts, and letters to your patients that haven’t responded to your use it or emails?

Scheduling – What steps have you taken to ensure your schedules will be able to accommodate those patients that wait until the last minute to use their dental benefits before the year ends? Do you have time reserved for New Patients, SRPs, and deliveries?

Daylight Saving Time Ends: 6 (First Sunday) (Turn Back 1 Hour  @2:00 AM)

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

For the last several years, a few times each month here on my website I share complimentary dental office leadership, marketing, and management tips and ideas. Are you automatically receiving my email post updates in your inbox? 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!

Yours for Greater Success,

~Betty (Dental Coach)

P.S. Please stop by and say hello to me on  Facebook, Instagram, LinkedIn, and Pinterest

Please, 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!