Earn The Privilege To Serve Again

Hello Friends,

Loyal patients, isn’t that what we want? Loyal patients that return year after year, accept your treatment recommendations and refer their friends, family, neighbors and co-workers. They are loyal to your dental practice because they like and trust you. You’ve earned the privilege to serve them not just for a moment but for life.

Is it really a privilege to serve them? Absolutely! Any office that struggles with getting and keeping new patients, struggles with getting patients to accept their treatment recommendations, struggles with the hygiene department’s continuing care reports and Swiss cheese-like appointment schedules, struggles to keep up with all the record transfer requests from patients and their new dental office, will learn (hopefully quickly) that having loyal patients in your practice is an earned privilege. The aforementioned struggles are greatly reduced or eliminated all together.

how to get more dental new patients?

How do you earn this privilege? By consistently exceeding patient expectations. Here are 12 ways you can do this (in no particular order)…

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.

Post-Op Calls – Call your patients in the evening to see how well they are doing. Call anyone that received anesthetic and new patients.

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. If you don’t already have a protocol in place, make a plan as soon as possible. When and how will you ask “How did you hear about us?” or “Whom can we thank for referring you?” How and where will you record that information? Be specific when recording referral sources, internet isn’t a good enough source. Where on the internet? For example, Facebook?, Twitter?, Yelp?, Instagram?, Pinterest?, WordPress?,  Website? Google search? Etc. Who is responsible for tracking these sources? How will we acknowledge them? With a thank you letter or card, signed by the doctors and team? Send a thank you gift? Just please do me a favor and avoid sending the same exact thank you to the same patient every time they refer someone… no groundhog day thank you’s. Change it up. While you’re at it, set a new patient goal for each month. Consider offering a bonus or some type of incentive for employee referrals. Get your team out there in the community, excited to talk about the great office they work at and invite the people they meet to schedule an appointment. (Tip: Personalized Business cards for the team members with a special call to action invitation on the back of the card will make passing out office business cards much easier and more fun.)

Sending Cards – Keep Sympathy, Anniversary, Welcome, Congratulations, Thinking of you and Get Well cards on hand to send to your patients. As a team work together to be alert to opportunities to surprise your patients with a card.

Answering the Phone – This one is key to your success. All of your marketing efforts lead people to the phone first. Don’t waste your money by losing the potential patient or aggravating current patients due to poor telephone skills and habits. Your entire team should be trained on how to properly answer the phone and handle the call. Answering the phone is a privilege and a great opportunity! Here are a few tips:

  • Smile before you pick up the phone
  • Answer the phone within the first couple of rings.
  • Answer the phone with a thank you for calling, identify the office and give your name. (ex: Thank you for calling Dr.Smiles, this is Betty. I can help you)
  • Do NOT let the caller go to voice mail during business hours (including lunch hours). People hate leaving messages. Oftentimes, they’ll hang up and call the next office on their list.
  • Get the callers name and use it often. Find out how they heard about your office. “What type of insurance do you have?” shouldn’t be the first thing you ask. In fact, let the caller bring that part up. Your goal is to build a relationship with the caller, to get to know them and their expectations.
  • Offer an appointment. Sounds obvious right? You might be surprised to know how many office’s I have called as a “shopper” and was never offered an appointment.

Stay on Time – If you’re often running behind schedule, investigate as to why. If you know why, change whatever 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 to the office with plenty of time before the first scheduled patient, expecting your patients to arrive on time, never wait on hygiene exams, calculating the actual amount of time it takes to do procedures, controlling the schedules, these things will help you stay on time. Avoid working through lunch hours… everyone needs that time to recharge their batteries.

Treat your employees the way you want them to treat your best patient – Communicate your goals, expectations and vision with your team. Ask for their thoughts and ideas during your team meetings (speaking of meetings, be sure you’re having a daily morning huddle). Reward the behaviors you want to see more of. Be friendly, grateful and respectful even on the days when you don’t want to be. Do not share in or tolerate any negative gossip about team members or patients! Have FUN at work and on occasion, outside of work with employee appreciation events. “Customers will never love a company until the employees love it first.”~Simon Sinek  (Tip: Invest in your entire team with continuing education courses, training for your computer software, telephone skills, social media sites,  dental terminology, protocol, procedures and technology.)                                                                                                             

Stay in Touch – Find ways to stay in touch with your patients via telephone calls, continuing care postcards/letters and on your social media sites.  Keep your name in front of them.

Deliver exceptional dental care – Give your patients the best care…always!  With your team, celebrate with your patients their new & healthy smiles – (If a patient comes in for in office teeth whitening, let other team members know so they can compliment the patient on their smile. Let your patients see how much you and your team value the care you provide).

Maintain a safe and clean office – Outside & Inside your office you want to send a positive message about your care by keeping your office very clean, well maintained and welcoming. See Improve your Office – First Impressions for tips and suggestions.

Be my Guest – Treat your patients as a guest in your home. Make them feel welcome. Come in to the office as a patient. Experience what they see, hear, smell and how they’re cared for from the start of the appointment to the finish. (Consider, Patient Appreciation Gifts)

Honesty –   #1 Be honest with your patients regarding your fees and treatment. The quickest way to lose a patient is by them perceiving they’re being taken advantage of. Clearly explain the cost to do the treatment and the cost of doing nothing. Estimate as closely as possible the patient’s financial portion for treatment. Some will tell you that you should never quote fees over the phone…I strongly disagree. Why? You’ll lose many of your shopper callers by refusing to answer their request for a quote on a fee. They’re calling because they need/want a particular service. They’re ready! Make it easy for them to choose your office by honestly answering their question. Because you can not make an actual diagnosis over the phone, it’s impossible to know exactly what their cost will be, give a range of fees and offer for them to come in for a complimentary consultation. 

#2 -When you mess up, admit it. No excuses or passing blame. Say you’re sorry and make it right. Consider keeping gift cards on hand to give to your patients when something doesn’t go as planned. (ex: lab case error, scheduling error, etc) Oh, if you find yourself apologizing a lot… see what you can do proactively to minimize future mistakes.

There are no short cuts, if your goal is to grow your practice with patients that are not merely satisfied but are delighted with your service and remain loyal to your practice, then you must remain loyal to your goals, your mission and your promise.

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I love hearing your comments and ideas, please continue sharing them with me. Remember, I’m happy to answer any questions and concerns you may have.

Yours for Greater Success,


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If I call your dental office, offer me an appointment!

Hello Friends,

Last month, the school that my children attend hosted a Family Fall Festival. I was asked to help them collect donations for the event, donations of toothbrushes to be exact. Okay, so here I am calling dental offices asking if they would like to donate toothbrushes to this event and we would, in turn, allow them to advertise their office at the family event that was expected to draw a very large crowd.

You’ve received those kinds of calls right? People calling with donation requests. How do you handle them? If you’re the doctor reading this you probably aren’t answering the phones, ask your admin team how they handle these calls.

Can you guess what happened when I started calling local dental offices??

  1. Many offices I called didn’t answer the phone. (Thursday afternoon & Friday morning)
  2. The offices that did answer, answered after a few rings and just answered by saying office name.
  3. Some were annoyed with the call
  4. All that answered said they had to check if it was OK to give any out and that they would call back or asked me to call back. The two that said they would call me back never did.
  5. Two offices agreed to donate some toothbrushes.

So that’s good, right? I got two to agree to make a donation of toothbrushes. What happened when I picked up the toothbrushes?

One office gave about 20 toothbrushes (very cheap toothbrushes) in bags with a business card. The other gave a very generous donation, a case of quality imprinted toothbrushes.

While grateful for the contributions I did receive, there were a few things that I found disturbing:

  1. Poor telephone greetings
  2. Offices not answering the phones during the day… you know, when most new patients are likely to call.
  3. The fact that they were not empowered to make decisions on requests for donations on the initial call.
  4. The fact the offices that didn’t get back to me missed out a great marketing opportunity!
  5. The one office donated non-imprinted poor quality toothbrushes. Why bother? (Mind you this particular office has billboards around town, movie theater advertising & cable television commercials. Oh, and their business cards, were black & white and printed on only one side.)
  6. The office that donated quality toothbrushes missed out on a great opportunity to attach some kind of offer/incentive with the toothbrushes.

What was the biggest problem that I found?? None of the offices offered me an appointment! Or at the least took the opportunity to brag about their office! They all knew that I was a mother of students at a school that was only a few blocks from their offices.

how to get new dental patients

Is that a petty complaint? I don’t think so. It was a big missed opportunity to potentially bring in new patient(s).

How easy would it be to say: “Thank you so much Mrs. Hayden, for thinking about us for donations. That sounds like a fun event. I’d like you to know that we love meeting new families in the community, in fact, we’re offering a really great new patient special right now… “

Even if I am not looking for a new dentist, I more than likely know people who are or that will at some point, ask if I can recommend a dentist. So go ahead, exceed my expectations – offer me an appointment! You can bet, I will not forget the wonderful customer service and personal interest that you showed to me.

Maybe you can’t always fulfill a request for donations, what about offering this instead: “Thank you for thinking of us, we’d love to be able to donate toothbrushes but unfortunately at this time we can not. However, we really would like the opportunity to meet more families in our community, we can donate certificates to all the families attending your school event, the certificates would be for $25 toward dental treatment at our office.”

Or something like that. Just don’t say “no” and hang up.

Now is the perfect time to really look closely at how your office phones are being handled. Listen to the calls. Your team may not even realize that they are missing out on opportunities to bring in new patients. Having excellent telephone skills is critical to your success!

How to answer the dental office phone? Hayden Consulting

Set aside some time to meet together as a team – everyone in the office should be trained on how to not only answer the phones but they should know how to handle the calls. At the very least, professionally & courteously direct the caller to someone who can help. Role play will help all to feel more comfortable handling different types of calls.

A few things to consider:

What times are your phones being answered?

What happens after hours? Ringing? Voice Mail? Answering Service? Here’s your chance to exceed expectations by answering the office phone after hours! (Forward calls to a cell phone)

The Greeting (First impressions matter!!)

Shopper Callers (Great opportunity! Don’t blow it.)

Insurance Questions (Have a great response to: “Do you take —-ins?)

Wrong Numbers (offer an appointment anyway)

Sales Calls (Be kind they’re just doing their job. Maybe they need an appointment. Plus, you don’t know who they know. It’s simple – always be kind.

Moms calling for donations or any organization that asks for donations (Offer us an appointment!)

Worried about your team members sounding like robots on the phone? Don’t be. This is what you do, create as a team, Telephone Principles (your goals & expectations for each call.)

Firm In Principle – Flexible in Procedure

The procedure may vary but the principles remain the same. This will allow the team member to customize their words to the individual caller. However, professionalism is always a must! I believe that there are words/phrases that should never be used on a call.

 One more, never ever answer the phone with “hold please” or “can you hold?”! Take a quick second, find out who they are and what they need. People hate to be put on hold. If you are habitually needing to put callers on hold, you need more people answering the phones.

 Certainly, handling the phones is a big responsibility but it’s an even bigger privilege. Don’t miss out on any opportunities to set your office apart from the others by always exceeding the caller’s expectations.

 So if I call your office, please, please offer me an appointment! 🙂

 Should you have questions about how to successfully handle telephone calls or need help training your team, don’t wait, ask for help. I’m ready to help you. If not me, there are many other excellent dental professionals out there that are ready to help.

If you haven’t yet subscribed to receive free dental marketing & practice management ideas via your email each month, please do so today. Feel free to share these posts with all of your dental friends!

 Yours for Greater Success,


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