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 and Practice Management Ideas for February

Dental Marketing and Practice Management Ideas for February

Hello Friends,

Hope you all are having a wonderful start to 2017! With the goal of helping you have an amazing first quarter, I’m sharing some Marketing and Practice Management ideas that you can use during the month of February.

dental marketing ideas from betty hayden consulting

February is American Heart Month so Our focus this month is Heart Health.

(Note: If you’re looking for ideas to promote February’s Children’s Dental Health month and Give Kids A Smile Day please look to this post: Children’s Dental Health Month & GKAS Day)

Talking Points:

Dental Health And Heart Disease Are Related

Dental health and heart disease are intricately linked and the cost for avoiding advanced periodontal disease or even something as mild as gingivitis may very well prove to be the cause of serious medical problems in the future.

Be good to your heart beginning with good oral health.

 Special Days:

Women’s Heart Week: 1-7 – Focus this week on Women’s Heart Health. Have a special gift for your female patients. Hand out heart healthy tips for your patients to share w/their friends and family.

Tip: If you’re not currently taking your patients blood pressure at their appointments… make it a goal to start during the month of February.

Many people see their dentist more regularly than a physician and could get an early warning about high blood pressure when getting their teeth cleaned or having other dental treatment done.

  Have fun with this heart theme!  

If you would like me to create a Heart Health marketing campaign for your office, one that includes ideas for special offers, patient give-aways/drawings, community involvement, cross marketing with local businesses and patient education scripting, please contact me today at bhaydenconsulting@gmail.com

Here are 3 More Ways To Help Your Team and Patients Smile in February!

 Random Acts of Kindness Week 12th-18th – Offer a complimentary service to your patients or $ off of their bill.

Pet Dental Health Month – Share pet dental health tips on your social media sites, ask people to share pictures of their pets on social media, hand out dog treats packaged with your office information. Even if a patient doesn’t have a dog surely they know someone who does…great way to get your office name out there!

International Boost Self-Esteem MonthFor your team: 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: How to Have a Happier Team

 For your patients: A beautiful & healthy smile can boost one’s self-esteem and confidence.

Social Media Post Ideas to Improve Engagement:

Bubble Gum Day: 3rd

Popcorn Day/Super Bowl: 5th  

Toothache Day: 9th

Library Lovers Day: 14th

The Great American Spit Out: 23rd / Through With The Chew: 19-25th

National Tooth Fairy Day: 28th

I would love to hear about your month and what your office chose to do to help make it special for your patients and the team.

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 inbox each month? If not, please start following us today. If you prefer, send me your email address and I will send you an invitation to follow my blog.

Feel free to tell your dental friends all about us so they can start benefiting from these dental ideas too. If you liked these ideas, please let me know by hitting the “like” button. 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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Tips and Suggestions for the Best Morning Huddle Ever!

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.

tips for the best morning huddle ever

 

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/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 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, xrays, 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. 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!

If you already conduct morning huddles, way to go! Feel free to share with me any of your tips for successful morning 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.

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

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

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

Please follow and like us:

Dental Marketing and Practice Management Ideas for June

 

Hello Dental Friends,

NOTE: For updated dental marketing ideas for the month of June, visit HERE

How is your second quarter looking? I hope you’re happy with your production, collections, new patient numbers and the appointment schedule.

Today, I’m going to share some marketing and practice management ideas with you to help you close out your second quarter better than ever.

dental marketing ideas for summer hayden consulting

Theme: Cruise on in for Better Dental Health

Product Feature: Sealants (Adult & Child)

A Tooth Without A Sealant is like a Car Without A Seat belt”

Half off Sealants during the month of June or special pricing on full mouth.

Pull Incomplete treatment plan report – Call anyone with sealants treatment planned and send a card that creates urgency for treatment and highlights the special offer.

If you are interested in having me help your office create a custom “Cruise On In For Better Health” (or different themed) campaign that includes ideas for special offers, patient give-aways/drawings, community involvement, cross marketing with local businesses and recare/incomplete treatment scripting, please contact me today at bhaydenconsulting@gmail.com

Here are some more ideas for you…

National Migraine and Headache Awareness Month & National Headache Awareness Week: 2-8 Educational Opportunity – If your patient doesn’t suffer from headaches they surely know someone who does so this can be a great referral opportunity as well.

Opportunity to Exceed Patient Expectations ~  Got a Patient going on a Vacation? If you are planning a summer vacation, be sure to pick up a complimentary toothbrush & travel-sized toothpaste!

Gift Certificates See  Dental Gift Certificates Make Great Presents for ideas on how to use gift certificates to grow your practice.

Practice Management Ideas and Reminders ~

 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.

 

Recess At Work Day: 16 (Third Thursday)

Get outside for a few minutes with your team for some fresh air. If you can’t all get outside, open the windows, turn up the radio and dance indoors. How about a sweet treat to enjoy during “recess”? (ie: ice cream, frozen drink, etc.) **Remember to take pictures and video of the team having fun together so you can share on your social media sites. 🙂

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!!

If you have any other thoughts or ideas feel free to comment below. Or if you liked these ideas, please click the like button. Thank you! Should you have any questions about this post, please email Betty: bhaydenconsulting@gmail.com

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. (Simply click  the link on this page that says subscribe via email) This way, you won’t miss a single idea! PLEASE, feel free to share my blog with your colleagues. 

Please stop by and say hello to me on FacebookTwitterInstagram, LinkedIn and Pinterest

Yours for Greater Success,

~Betty

 

 

 

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