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 Marketing Tips and Ideas for your Local School District

Dental Marketing Tips and Ideas for your Local School District

Hello Friends,

With the back-to-school season in full swing, there is no need to wait until February’s Dental Health month to reach out to the local schools in your neighborhood, start early in the school year building relationships with school staff & the families that attend these schools.

Here are just a few easy, inexpensive & effective ways for your dental office to reach out to your local schools.

dental office marketing ideas for schools

Gifts for School Staff – Choose one, two, or more schools (depending on the size of the teaching staff) and deliver some treats to show your appreciation for the work they do in caring for the children in your community. Some ideas: Breakfast, Lunch, Snacks, Toothbrush goodie bags, Lip balm, etc. Be sure that your office information is clearly imprinted on any toothbrushes or small gifts. See my Pinterest boards for gift ideas

and/or

Host a Favorite Teacher Contest  – Invite local students to nominate their favorite teacher. Winning teacher gets FREE teeth whitening and a certificate stating they won for the favorite teacher contest. The classroom with the winning teacher gets a gift card for school supplies or pizza/ice cream lunch.

You could easily ask for donations from local businesses to add to the winning teacher’s prize or for the classroom.

This can be promoted via your office website, newsletters, postcards, emails, office social media sites, local newspapers and signs in your office.

Have fun with it and be sure to share lots of pictures on your social media pages.

Donations – Use your office as a community donation site for school supplies or new & gently used books to be donated to local children and/or schools in need. Advertise in office, on your social media sites, to local businesses and the news media via press release that your office is collecting donations for school supplies or books.

This is a GREAT way to bring in potential new patients… when folks come into the office to drop off their donations, be sure to warmly welcome them, give a brief tour of the office, hand out small thank you gifts that are imprinted with your office information or have a raffle they can enter to win a prize.

Book Fairs – Many schools will be hosting book fairs this school year.  And if your local school(s) are anything like mine, these book fairs draw a very large crowd.

Create fun, interesting Bookmarks for your local schools that include your office contact information. Deliver these bookmarks as a gift to the local schools to use during their book fairs. Easy! Right?

Just a few more ideas…

Social Media Sites – Post school-related content to your social media sites, such as:

  • Back to School Tips
  • Healthy Lunch/Snack ideas
  • What to do in a Dental Emergency?
  • Ortho care while at school
  • Dental Health (importance of, regular check-ups, sealants, mouthguards, fluoride & braces)

Give-Away – Or have a school-themed gift that you’ll raffle off.  Promote via your social media sites. Allow for your current patients and potential patients to TAG their favorite teacher in the post for a chance to win the gift. Encourage them to share the post on their pages.

Tooth bags – Make up a little bags or boxes with a “congratulations on your lost tooth” message from your office with space to write the child’s name. Deliver these to local elementary schools for them to keep on hand for when a student loses a tooth during the school day. Both of my kids have come home with a tooth wrapped in a napkin or in a plain Ziplock bag. Why not take advantage of this opportunity to advertise your office?

For additional ideas to use with local schools see February’s Children’s Dental Health Month and October/November’s Candy Buy Back. Also, my Marketing Ideas for August have some nice ideas for you to use with students & teachers.

I have witnessed firsthand just how effective marketing to local schools can be. The opportunity to bring in many new patient families to your practice is huge.

Please feel free to share with me your ideas for marketing to local schools or if you have any dental marketing questions that I can help you answer, please comment below.

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 on GOOGLE and/or FACEBOOK

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

We’re on FacebookTwitterInstagramLinkedIn and Pinterest stop by and say hello. 

Yours for Greater Success,

~Betty

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Dental Ideas for National Ice Cream Month

Dental Ideas for National Ice Cream Month

Hello Friends,

“Eating Ice Cream Shouldn’t Hurt.” This is your slogan for the month of July. (For more tips and ideas for the month of July, see July Dental Marketing and Practice Management Tips and Ideas )

Why? July is National Ice Cream Month and Close to 50% of American’s suffers from or experiences tooth sensitivity from time to time. It’s safe to say that many of your patients may be suffering from tooth sensitivity or they know someone who does.

Your product/service feature for July is Desensitizing Agents to treat tooth sensitivity.

A marketing plan that requires little time, minimal to no extra cost and will boost production and exceed your patients (and potential patients) expectations!

summer dental ideas

This is what you do:

Offer free ice cream cones to your patients. How will offering free ice cream cones not incur any extra cost to you? Contact a local Ice Cream Shop for some cross-marketing. Ask if they would be willing to donate 4 or more FREE Ice Cream Cone Gift Certificates that you will use during the month of July for a weekly drawing that your patients will enter to win. What a fantastic way to exceed your patients’ expectations with no extra cost to you.

Promotion Ideas

Now you may not have many of your patients speaking up to say they’re suffering from tooth sensitivity when they eat cold treats or drink cold beverages.

Simple fix; team members wear buttons that say: Eating Ice Cream Shouldn’t Hurt

Your patients are sure to ask questions about the buttons. What an easy way to open up a discussion about tooth sensitivity.

Email & Social Media Platforms – Promote this service & educate your patients and potential patients via email and your office social media platforms with sharable content.

ice cream month dental ideas

There you have it, a simple and delicious summer dental marketing idea.

If you would like to purchase further ideas on how to implement the Ice Cream/Tooth Sensitivity campaign such as how to handle patients that are concerned about insurance coverage and fees for desensitizing agents and ways to advertise this campaign or perhaps would prefer a different marketing campaign for the month, please contact me today atbhaydenconsulting@gmail.com.

If you enjoy the complimentary ideas that I share each month, I would love and truly appreciate for you to please leave a review on GOOGLE and/or FACEBOOK

Are you receiving my free dental marketing and practice management ideas every month to your email? If not, PLEASE take a second and follow today or send me (bhaydenconsulting@gmail.com) 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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Dental Practice Management Tips and Ideas for June

Dental Practice Management Tips and Ideas for June

Hello Friends,

Did you catch my dental marketing ideas for June? If not, here is the link  Dental Marketing Tips and Ideas for June.

Now that you have your marketing plans set for June…

Are you looking to boost team morale? Is your dental schedule looking weak? Are you in need of some blog/email topic ideas? I’m here to help!

Dental Practice Management Ideas and Reminders for June

Hygiene Continuing Care/Recare Reminders:

Postcard & Social Media Site Scripting Idea: Summertime is a great time of year and it can also be a busy time of year. We encourage you to remember to take the time to squeeze in your regular dental visit before the summer months fly by. Regular dental visits are so important to your overall health.

More ideas on how to fill the hygiene schedule are found here: Ideas to Fill Holes in the Dental Hygiene Schedule

Incomplete Treatment Reports:

Many insurance companies renewed their maximum on June 1st. Pull a report of any patients due in hygiene or with incomplete treatment that have a June renewal date. Make calls and send letter/text/email that their maximum renewed and encourage them to schedule an appointment.

Blog Topic Ideas:

National Smile Month

National Candy Month

National Dairy Month

National Headache Awareness Week: 3-9th

Men’s Health Week: 11-17th

Say Something Nice Day: 1st – This one is easy, look for opportunities to say something nice to your team. 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?

National Thank God It’s Monday Day: 4th  (First Monday)

If you and your team struggle to “like” Mondays, this might help: How to Love Monday

Recess At Work Day: 21st   

Get outside for a few minutes with your team for some fresh air. If you can’t all get outside, open the windows and turn up the radio.  How about a sweet treat to enjoy during “recess”? (ex: ice cream, frozen drink, etc.)

Here are some more team building ideas: Tips to Improve your Dental Office Part 4 ~ Happy Team

Hope you enjoy these ideas and are able to use some of them to help make the month of June a fantastic one for you, your team and your patients. Please let me know how you plan to use the ideas and what the outcome is. I love to hear about your success stories!

Are you receiving my free dental marketing and practice management ideas every month to your email? If not, PLEASE take a second and follow today or send me (bhaydenconsulting@gmail.com) 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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