Tips and Ideas to Improve Dental Office Collections

Hello Friends,

Would you like to see more patients not only accept treatment but pay for it before or at the time of service?  Would you like to see an increase in production and office collections?  Would you like to decrease the amount of time and money being spent on making collection calls and sending patient statements/letters? Great news, I can help you!

Fear of cost moves many people to put off visiting the dentist or to cancel their appointments for scheduled treatment. Fear of presenting fees causes many team members to dread or avoid presenting treatment plans/financial expectations and asking for payment. These fears do not help the patient or the office.

I know this is true because as I coach dental office teams, during my in-office visits we quickly discover that in most cases solid collection protocols are lacking.

Today, I’ll share with you a few tips to help you increase and improve office collections. make that happen.

  1. See the true value of dentistry – With each day and each patient you and your team have the privilege and opportunity to potentially change someone’s life or at the very least, help them smile healthier. A healthy smile is part of a healthy body, healthy smiles and bodies create healthy communities.  The entire team must believe this. The entire team must also wholly believe that you’re providing the best quality care. Having full confidence in the doctors and hygienists’ ability to provide quality care and to create beautiful and healthy smiles is a must. Give every patient the opportunity to say yes or no to your very best care!
  2. Be confident with fees – The entire team should role play presenting small and large treatment plans and financial arrangements until everyone is comfortable saying the dollar amounts out loud and with pride.
  3. Financial Guidelines & Expectations – Have written financial guidelines that is kindly reviewed with the patient at their first appt. Have them sign and take a copy with them. For your existing patients, review with them any changes to your financial expectations, have them sign and give them a copy to take home.
  4. Avoid assumptions and judgment – Don’t make decisions for the patient as to whether they can afford the treatment based on your assumptions or reality.  Always offer the best treatment and flexible payment options and allow the patient to decide what they want to accept or not.
  5. No surprises! – Present the patient’s treatment plan and estimated financial portion before treatment is started. If you accept and/or participate with their insurance, have up to date eligibility, a breakdown of benefits and the insurance fee schedule on file for the patient and enter into your practice management software.
  6. Payment due before or on the day of service – No billing the patient for co-pays or payment for services. (Hint: Collecting prior to appt. will reduce cancellations and no-shows. Another Hint: If you didn’t collect at the time of scheduling, collect their portion before the patient goes back for treatment, especially if they’re having a lengthy or difficult appt.
  7. Make it easy for them to pay – In addition to accepting cash, check, and charge cards, offer third-party financing. Avoid in-office payment plans!
  8. Incentives – Offer incentives for patients to pay when they make the reservation.
  9. Dealing with forgetful patients – When a patient says they forgot to bring money…they can either call the payment in over the phone when they get home or give them an envelope with payment due date for them to mail in a check. Call the patient if payment isn’t received by the due date.
  10. When Insurance is involved – Always give the full treatment fee, the estimated insurance amount and the patient’s estimated portion that is due today. Let the patient know you’ll send in the claim and inform them if anything changes with the estimated insurance portion. Watch your insurance aging report closely. Promptly follow up on any unpaid claims, insurance rejections, and requests for add’l information.

There you have it, 10 tips to successfully collect payment before or at the time of service.

Once you plan to consistently collect payments before or at the time of service and hold your team accountable to follow through with that plan, you’ll wish you started it sooner.

Do you know what your accounts receivable totals look like? Do you know how many insurance claims are over 60+ days old? Do you know how many of your patients have made a payment within the last 30 days and how many are past-due? If you do not know what your office numbers look like, please examine, record, and measure these and other important key practice indicators. You need to know where you’re at currently to know how to best care for your patients and what your potential for increasing collections looks like. To help you get that data quickly, like within minutes – if your PMS is either Dentrix, Eaglesoft, or Open Dental you can request a complimentary, no-obligation practice data snapshot here: Game-Changing Awareness from Dental Intelligence  – Within minutes we’ll identify your practice’s strengths and uncover hidden opportunities.  I am happy to assist you with this at no charge.

Here are a few more tips to help make this a true success for you.

  • Daily, Weekly and Monthly, monitor your patient and insurance accounts receivables, collection and credit reports.  (Carefully review write-off’s, discounts, credits, charges, and payments.)
  • Avoid “Statement Groundhog Day” – Stop sending statement after statement to patients that are past due on making a payment. They ignore them and it costs you a lot of money. Get collection letters out and make some calls.
  • ALWAYS send out clean insurance claims! If your administrative team needs any training in this ever-changing insurance world with how to estimate co-pays, send out claims (daily), post insurance payments and adjustments…get them the proper training asap!
  • Insurance Claims Aging Report – Run your insurance aging report and start from the oldest and work down to the current claims… how old are some of those claims? What is the status of the claims? Where is your money? Now is a great time to clean up that report.
  • Don’t assume… know by who, when, what and how your money is being handled. It’s important for the entire team to understand why this information is necessary.
  • Set goals, share with your team what your production and collection goals are and how it benefits them to all work together as a team to reach or exceed these goals. Consider offering a small bonus or incentive when these goals are reached.

Print out these tips and suggestions and review them at your next team meeting.

If you appreciated these complimentary ideas I  would love for you to please leave me a review/recommendation here on GOOGLE and/or FACEBOOK.

Friends, if your office is struggling with collections or out-of-control accounts receivables please don’t wait to seek help. The longer that money sits out there the less you collect.  You deserve to be paid for the amazing dental care you provide.

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 bhaydenconsulting@gmail.com) and I will send you an invitation to follow my blog.

Yours for Greater Success,

~Betty – Dental Coach

September 2021 Dental Marketing Tips and Ideas

September 2021 Dental Marketing Tips and Ideas

Hello Friends,

Whether your practice is crazy busy or super slow – now is your opportunity to make it be your best September ever!

The marketing (growth) ideas that I am sharing with you for September will help you reactivate and reappoint patients, attract more new patients, build relationships within the community, as well as exceed your current patients’ expectations. With the ultimate goal of helping you to have more fun and less stress at work.

Dental Marketing Tips and Ideas for September 2021 (Practice Management & Leaderships Ideas Coming Soon!)

Theme: Fall in Love with a Beautiful & Healthy Smile

Focus: Preventive & Cosmetic Services

Giving-Away – Drawing for a Fall Themed Gift Basket / Patients can enter the drawing by leaving a review on Google and/or Facebook, referring their friends & family, and for coming in for their appts in September.

Patient Appreciation Gift Idea:

International Clean Hands Week is the 19th -25th – Give away little bottles of hand sanitizer with a tag or label that says, “Hands down we have the best patients in town!” Be sure your office name is included on the label.

Local Business Marketing Opportunity: 

September is National Honey Month: Give away little jars of honey with a label or tag that says, for example, “Thank you for Bee-ing an Awesome Neighbor!”  OR  to your referring offices, you can say” Your Referrals Are Sweet As Honey – Thank you!”

See more honey gift ideas here on my Pinterest Board

Patient & Community Educational Idea:

Mouthguard Day: 6th – Share dental health tips about how to protect your smile while playing sports. Consider offering a mouthguard clinic for your local school sports teams.

September is National Fruit & Veggie Month – You could do a quick Facebook live video and/or post content to your social media platforms all about Nutritious School Snack Options. Perhaps, you could even create a cute, simple hand-out for your patients with a list of nutritious snack options and surprisingly unhealthy snacks.

Social Media Post Content Ideas to Improve Engagement during the month of September:

World Alzheimer’s Month

Bacon Day: 5th
Banana Day: 11th 

Grandparent’s Day: 12th


Bright Pink Lipstick Day: 17
th 
Talk Like a Pirate Day:
19th 

First Day of Fall: 22nd

Family Health and Fitness Day USA: 25  
Women’s Health & Fitness Day: 29 

Do you enjoy the complimentary ideas that I share each month?  I would love and truly appreciate it for you to please leave me a review/recommendation here on GOOGLE and/or FACEBOOK . Thank you!

Wishing you all the healthiest and happiest September!

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.

Are you receiving my complimentary Dental Practice Management and Marketing Ideas via your email each month? If not, please 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. 

Yours for Greater Success,

~Betty

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Dental Office Marketing Ideas for July 2021

Dental Office Marketing Ideas for July 2021

Hello Friends,

Are you happy with your new patient numbers? What about your patient retention?

The dental marketing ideas that I am sharing today along with some planning, enthusiasm, and implementation you have the chance to really set yourselves apart from the other offices in the community, welcome more new patients, exceed your current patients’ expectations (get them talking about how awesome you are!), have less stress and more fun as a team. We all need more of that.

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.

Dental Marketing (Growth) Tips and Ideas for July 2021

Theme Idea: Smiles that Sparkle & Shine

Product Feature: Teeth Whitening or Focus on Healthy Smiles that Sparkle & Shine (regular dental health visits).

Patient Appreciation Gift Idea: Firework Sparklers with a note attached that says: Thank you for making our office sparkle! We appreciate you!

Family Friendly Offices – July is Get Ready for Kindergarten Month. Depending on your schedule, consider setting aside one or two days for “Get Ready for Kindergarten with Healthy Smiles” visits. Make it a fun experience for the children. Promote via your social media sites.

Social Media Post Ideas to Improve Engagement during July

July is Watermelon Month

International Kissing Day or World Kiss Day: 6 

National French Fries Day: 13

National Sour Candy Day: 18

Dangers of sour candy to your teeth dental office ideas betty hayden

National Lipstick Day: 29 

Even if your schedule is full and you’re really busy you want to continue to plant your marketing (growth) seeds. Everything that you do, everything that the patient (and potential patient) sees, hears & feels is a form of marketing. Everything you do or don’t do, matters. Your marketing (growth) seeds help you to consistently deliver excellent experiences for your patients and get them talking about you.

Would you kindly do something for me, please? If you appreciated these complimentary ideas I  would love for you to please leave me a review/recommendation here on GOOGLE and/or FACEBOOK. Thank you!

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 bhaydenconsulting@gmail.com and I will send you an invitation to follow my blog.

Keep Smiling and Stay Healthy!!

Yours for Greater Success,

~Betty

Where are you taking your Dental Practice?

Where are you taking your Dental Practice?

Hello Friends,

As you’ve entered the last month of the second quarter for this year, are you happy with where your practice is heading? Do you know where you’re taking it?

I hope that you are happy with where you are taking your practice! However, if you’re not happy or you feel you could be “happier” there is good news, you still have some time to make that happen. To do that though, you need to know where you’ve been and where you’re at now.

If you don’t know where you’ve come from, you don’t know where you’re going.” – Maya Angelou

Knowing your practice numbers and doing something with what you know about those numbers is key to growing and improving your practice. Numbers tell a story. Numbers tell you if your practice is healthy or unhealthy.

Get a baseline of where you’re at to set goals for where you want to go.  For example,

  • Overhead – Evaluate your true costs of doing business. What does it cost you per hour to keep the practice running?
  • Supplies – What is your supply budget vs what you are actually spending?
  • Payroll – What is your payroll percentage? Are you hygienists producing 3.3 times their salary?
  • Collections – Are you collecting what you produce and how long is it taking to collect your money?
  • Adjustments/Write-Offs – Are you closely monitoring your adjustments and write-offs?
  • Production – What are your hourly, daily, monthly, and yearly restorative and hygiene production goals?
  • New Patients – How many new patients do you want per month? What are you doing to welcome more new patients each month?
  • Attrition – How many patients are you losing each month and why?
  • Treatment Acceptance Vs Diagnosis – How many of your patients are saying yes to your best care? How are you keeping track of your unscheduled treatment plans?
  • Office Culture – Do you have high employee turn-over? Do you have an attractive office culture? Do your employee fully and willingly support your mission, vision, and core values?
  • Broken Appointments – What is your monthly broken appointment percentage?

If your numbers reveal unhealthiness be quick to act and get help to restore your practice to health and happiness.

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.

One more question to help you take your practice in a successful direction – where do you want to go? What is your mission and vision for the practice? If you’re not sure or you haven’t taken the time to define what that looks like, consider the following:

Mission, Vision, Core Values – Knowing why you show up every morning will help to create a culture of happiness and excellence.

Mission – A clear definition of the purpose and focus of the practice today.

Vision – It is about what you want your practice to be in the future. It is the outcome/result of your mission.

Core Values – Core Values represent the beliefs and principles that define your practice, your team, and the patient experience you aim for in your dental practice.

Clearly defining your why and inviting your team to support you will help to keep everyone on the same page, working together for the greater good of the practice. 

It always brightens my day to hear from you!  I would love for you to please take a minute to leave me a review/recommendation here on GOOGLE and/or FACEBOOK.  Thank you!!

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 bhaydenconsulting@gmail.com) and I will send you an invitation to follow my blog.

Yours for Greater Success,
~Betty

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