How to Reduce Same Day Dental Appointment Cancellations and No Shows

How to Reduce Same Day Dental Appointment Cancellations and No Shows

Hello Friends,

I have been getting many requests for help from dental office team members complaining that their schedules will often fall apart at the last minute. If this ever happens to you I know how frustrating that can be. Not to mention, it kills production.

In this article, you will find several ways to greatly reduce last-minute schedule changes. I can assure that if you follow each step, you will stress less, make more money, help more patients, and have more fun.  Please print it out and share with everyone on the team. We need everyone following the same protocol/system in order for you to be successful.  Consider reviewing this at your next huddle or team meeting.

Note: If you need a quick-fix for holes in the schedule – check out these ideas: Tips and Ideas to Fill Holes In Dental Hygiene Schedules, However, they are just that, a quick fix. Follow the ideas in this article to prevent them from happening at all.

Dental Office Systems for Reducing Cancellations from Betty Hayden Consulting

Reduce last minute cancellations and no shows by following this protocol/system:

Consistently Be Great! – Do everything to ensure that each and every patient has a great experience during their appointments.  Give them something good to talk about and reason to keep coming back!

STOP moving appts around! A sure-fire way to aggravate patients, cause them to disrespect your time and the schedule, or for them to think you don’t know what you’re doing is by moving their appointment times. Unless, of course, they have asked to be on your Priority List.  Calling patients to come in early, come in late, or come in on a different day is annoying and I promise you it is hurting your schedule and production. I can’t emphasize this enough –  Respect their time and they’ll respect yours.

Appointment Reminder Systems – Ensure that you have an effective interval set up to remind patients of their appointments and that your message is helping not hurting the practice. For example, NEVER say “Calling to confirm” – it should be “We’re looking forward to seeing you on ____ at ____. OR ____ is looking forward to seeing you…”

 Unconfirmed Appointments – If it is 1 day before the appointment and a patient or patients haven’t responded to your appointment reminder system, it is imperative that you pick up the phone and call the patient(s).  You shouldn’t be able to look at the day’s schedule during your morning huddle and see unconfirmed appts.

Cancels – Using the word cancel or cancellation sends a poor message to your patients. It tells them that cancellations happen and are expected. We don’t want that. You can say ”this doesn’t happen very often but if for some reason you need to change your reservation with ___, we ask that you please provide us with at least 48 hours notice.”

Stay on Time – See your patients at their appointment time. Avoid running behind schedule. (Tip: Make sure you are allowing enough time on the schedule for each procedure/appt type.)

New Patients – Every new patient needs a call preferably from the provider 2 days prior to their appt. “Hello, this is ___. I was calling to let you know that I am looking forward to meeting you in person for your reservation on ___ at ___. See you then.”

Please don’t rely on an automated service to welcome your new patients.

Bad History – If a patient has a history of not showing or canceling last minute, please don’t schedule any future appointments for them. However, if you find there are some patients on the schedule with that history…call them at least 2 days in advance of appt. “Hello, this is ____ from ____. I am calling regarding your appointment on ____ at _____. I need you to please return my call by____ at ____. If I don’t hear back from you by that time we will assume you’ve changed your mind and will cancel your reservation.”

Treatment Plans and Financial Arrangements – Every patient that has an appt. scheduled with the doctor for treatment must have a copy of their treatment plan AND a financial agreement before the appt. Ideally, each patient should receive a copy of the treatment plan and a financial agreement at the time of diagnosis. DON’T ASSUME that the patient is OK with their financial responsibility simply because you gave them a copy of their treatment plan and they didn’t question the cost.  What often happens is they say OK and schedule and then will no-show or cancel at the last minute. OR they come in for the appt. not prepared to pay their portion.

Regarding their financial responsibility – put their co-payment amount in the appt notes so that you remember to remind them to bring it in w/them.

Many patients will not tell you they can’t afford the treatment. MAKE IT EASY FOR THEM TO SAY YES by HELPING THEM FIND A WAY TO WORK IT INTO THEIR BUDGET. The total investment is ____ and we can do it for as little as ___ per month using our partner Care Credit. Have them apply for CC while they are there in the office.

Hygiene Patients – Schedule their next 3, 4, 6-month appt when they are at the office. Take a second to stress to them how important this appointment is and what you’ll be looking for at their next appt. (It’s not just a cleaning.)

VALUE – Walk-Out Statement – Consider itemizing the hygiene appt walk out statement to include the no charge services… ie: Oral Cancer Screening, Nutrition Counseling, Oral Hygiene Instructions, Etc.  Be sure to ALWAYS give the full fee for that day even if they have “100 %” coverage with their insurance. They need to hear the actual dollar amount for each visit. Helps to put more value on the appt.

No-Shows / Late Arrivals – Always acknowledge your no-show/late patients with a call 3-5 minutes past appt. time.  If you get a voice mail – let the patient know you’re concerned because they missed their reservation.  If the patient doesn’t reschedule, send them a kind letter reminding them they were missed and what your office appointment guidelines are for changing appts.  The assistant or hygienist should be making these calls 3 – 5 minutes past appt time. If they can’t make the call right away they are responsible for having someone from the front office make the call for them. Be sure to document the action/ response.

Telephone – The dreaded telephone calls for same-day cancellation attempts from your patients. They can destroy a perfect schedule in a matter of minutes. Stay in control of your schedules by using the following verbiage…

Patient: I’m calling to cancel my appointment for today at 10:00, it’s just for a cleaning.

Admin: (with genuine concern) “Oh no! I hope everything is alright. Jenny was really looking forward to seeing you today for your appointment. Is there any way you can keep your reservation?” or

“Oh no! Thank you for calling, I know Jenny will be concerned, is there anything we can do so that you can be here today?”

or, if you have a broken appointment policy…

Admin: “Oh no! I’d hate for you to have to pay the broken appointment fee, is there any way you can make your reservation with Jenny?”

Now, if the patient is sorry and truly can’t make the appointment and this is the first time they’ve canceled an appointment, say this:

Admin: “I know that Jenny was looking forward to seeing you, I’m sorry that you weren’t able to provide us with 48 hrs advance notice due to (whatever their reason was) – we’ll go ahead and waive the broken appointment fee this time. Let’s get you rescheduled…”

Or if you don’t have a broken appt. policy, say this:

Admin: “We obviously made an appointment for you that isn’t convenient. Since your appointments are important, I want to make sure we never do that again. Is there a time we can schedule that you know will work better with your schedule?”

Document your conversation and that you waived the fee for this time and that the patient is aware next time they’ll be charged.

If the patient refuses to reschedule their appointment…

Admin: “That’s fine, but if I don’t hear back from you, I will call you on ______, how does that sound?” (Follow through on that promise.)

For patients that habitually cancel, I urge you to charge them your broken appointment fee and do not reschedule their appointment.

Admin:  “Mr/Ms (use their name), I can see that you have a really busy schedule and that makes it difficult for you to commit to an appointment time. I thought I was a busy person! What I recommend is that we place you on our “same day” call list. If we have an unexpected change in our schedule, we’ll give you a call. How does that sound?”

Document your conversation! Follow-up accordingly.

Whatever you do and no matter how desperate you are to fill the schedule DO NOT REAPPOINT habitual offenders! You should never be able to look at the schedule and point out who will most likely cancel or no-show.

I’m sure that’s never happened in your office, right? 😉

Work together as a team to come up with scripting that works for your office. Think of all the different scenarios and reasons patients call to cancel (cost, illness, work, no babysitter, schedule conflicts, etc.) and role-play the best responses. Your goal should be, if appropriate, respectfully help the patient find a way to keep the appointment as scheduled without threatening or embarrassing them.

Sending you wishes for a full and productive schedule… one that doesn’t fall apart!

I would love and truly appreciate for you to please leave a review/recommendation for me here on GOOGLE and/or FACEBOOK.

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

Yours for Greater Success,

Betty – Dental Coach

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How to Prevent Same Day Dental Hygiene Appointment Cancellations

How to Prevent Same Day Dental Hygiene Appointment Cancellations

Hello Friends,

A complaint I hear quite often is “we have so many hygiene cancellations every day!” Does that happen to you? You have a beautiful, full hygiene schedule at the start of the day and by the afternoon the schedule looks more like swiss-cheese! UGH!

Most often I discover that we have allowed patients to think it’s ok to cancel at the last minute. If you have created this cancellation monster, it will take some time to re-train your team and your patients. How do we train our patients that it’s ok to cancel last-minute?

  • Not creating true value for the appointment through patient education.
  • Constantly rescheduling patients appointments because of some change to the provider’s schedule.
  • Not respecting the patients time by running behind and not giving the very best experience from start to finish.
  • Telling the patient, no problem or that it’s OK when they call to cancel.
  • Poor and inconsistent appointment reminder systems and protocols.
  • Not acknowledging no-shows with a telephone call 5 minutes after their scheduled appointment time and with a follow-up letter/text/email.

Sadly, I have heard many offices tell the patients, no problem when they call to cancel. They don’t even attempt to reschedule. They just say OK and hang up. I’m not joking. This really happens.

Today, I’ll share with you some scripting examples for handling calls from patients that want to cancel same-day hygiene appointments.

what do I say when patient calls to cancel their dental hygiene appointment

 

Please note: this isn’t scripting for perio appointment cancellations. You would use different scripting for those types of appointments.

Scenario #1:

Patient: I’m calling to cancel my appointment for today at 10:00, it’s just for a cleaning.

Admin: NOOOOO!

What do you do? It’s 9:00, how are you supposed to fill that time slot?

Scenario #2:

Patient: I’m calling to cancel my appointment for today at 4:00, it’s just for a cleaning.

Admin: YESSSSS!

What do you do? Celebrate, of course! Now you can get out early.

I’m kidding! We hate cancellations (even the “just a cleaning” ones) at any time of day because they all kill profitability.

So what do you say to the patient when they try to cancel? How do you save the appointment?

You can’t save them all, there are unavoidable, legitimate reasons that some patients are canceling their appointment. For help filling the schedule with those inevitable last-minute cancellations, please see: Ideas to Fill Holes in the Dental Hygiene Schedule

For all others, try this:

Patient: I’m calling to cancel my appointment for today at 10:00, it’s just for a cleaning.

Admin: (with genuine concern) “Oh no! I hope everything is alright. Jenny was really looking forward to seeing you today for your appointment. Is there any way you can keep your reservation?” or

“Oh no! Thank you for calling, I know Jenny will be concerned, is there anything we can do so that you can be here today?”

or, if you have a broken appointment policy…

Admin: “Oh no! I’d hate for you to have to pay the broken appointment fee, is there any way you can make your reservation with Jenny?”

Now, if the patient is sorry and truly can’t make the appointment and this is the first time they’ve canceled an appointment, say this:

Admin: “I know that Jenny was looking forward to seeing you, I’m sorry that you weren’t able to provide us with 48 hrs advance notice due to (whatever their reason was) – we’ll go ahead and waive the broken appointment fee this time. Let’s get you rescheduled…”

Or if you don’t have a broken appt. policy, say this:

Admin: “We obviously made an appointment for you that isn’t convenient. Since your appointments are important I want to make sure we never do that again. Is there a time we can schedule that you know will work better with your schedule?”

Document your conversation and that you waived the fee for this time and that the patient is aware next time they’ll be charged.

If the patient refuses to reschedule their appointment…

Admin: “That’s fine, but if I don’t hear back from you, I will call you on ______, how does that sound?” (Follow through on that promise.)

For patients that habitually cancel, I urge you to charge them your broken appointment fee and do not reschedule their appointment.

Admin:  “Mr/Ms (use their name), I can see that you have a really busy schedule and that makes it difficult for you to commit to an appointment time. I thought I was a busy person!
What I recommend is that we place you on our “same day” call list. If we have an unexpected change in our schedule we’ll give you a call. How does that sound?”

Document your conversation! Follow-up accordingly.

Whatever you do and no matter how desperate you are to fill the schedule DO NOT REAPPOINT habitual offenders! You should never be able to look at the schedule and point out who will most likely cancel or no-show. But, I’m sure that’s never happened in your office, right? 😉

Work together as a team to come up with scripting that works for your office. Think of all the different scenarios and reasons patients call to cancel (cost, illness, work, no babysitter, schedule conflicts, etc.) and role-play the best responses. Your goal should be, if appropriate, respectfully help the patient find a way to keep the appointment as scheduled without threatening or embarrassing them.

Ultimately, preventing cancellations starts with creating value for the appointment before it’s even scheduled… it’s never “just a cleaning” that they are trying to cancel.

Create solid hygiene continuing care protocols for your team and consistently follow them.

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 inbox? If not, PLEASE take a second and follow today or send me 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

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Ten Ways to Stay in Touch with your Dental Patients

Hello Friends,

How do you encourage referrals and build relationships with your patients when the average dental patient comes in only 2 times per year for their continuing care hygiene appointment? Think about this, you get to spend 2-3 hours out of 8,760 hours per year with those patients. With all of life’s distractions and responsibilities, how can you ensure that they don’t forget about you in between appointments? Stay In Touch. Keep your name in front of them by planting little reminder seeds.

Today, I’m going to share with you 10 Ways to Stay In Touch With Your Patients. Ten easy & effective ways you can stay in touch by planting “reminder seeds”.

how to build relationships and encourage referrals betty hayden consulting dental

  1. Social Media Active Social Media pages are a must. Facebook, Twitter, Instagram & Pinterest are excellent ways to engage  and build lasting relationships with your patients. If you struggle with what to post on your pages, visit here for social media content ideas.                                                                                                     
  2. Freebies –  Give away free items imprinted with your office name, website and phone number to each patient at their appointment. Such as; toothbrushes, magnets, calendars, pens and lip balm. ( If you’re wondering where you can order some quality imprinted items, check out Bizarre Marketing.  I share this particular company with you because their customer service is awesome!)                                                                             
  1. Cards – Send cards to your patients, Just Because, Thank you for your referral and/or Special Occasion cards. People appreciate getting an “old fashioned” hand written greeting card via snail mail.   Make it convenient by keeping a variety of greeting cards on hand.                                                                                                                                                                                                                                                                  
  2. Telephone – Pick up the telephone and call your patients. Here are a few reasons you may have to call: Continuing care appointment reminders, Thank you for your referral, Post-op (just checking in to see how well you’re doing), Refill reminders (due for a refill on whitening gel, toothpaste, electric toothbrush head replacement, etc), and Special Occasions.                                                                     
  3. Letters – Send out letters for incomplete treatment, congratulations on completed treatment, welcome to our practice and thank you for your referral. Tip: providers and team members should personally sign their letters. Include a  brief note or comment if appropriate.  In addition to letters, send continuing care appointment reminder postcards and text messages.                                                                                                                                                          
  4. Newsletter – Send newsletters out to your patients. Include sharable content, dental health tips, recipes, community news, office happenings, dental education and special offers.                                                                                                        
  5. Emails – Dental Hygiene Tips, Office Happenings, Continuing Care Reminders and Special Offers. Be sure to ask and record email addresses of your patients. Email communication is inexpensive, easy and effective. Just don’t spam your patients with too many emails.                                                                                                   
  6. Website – Keep your website fresh, easy to navigate and attractive. Include videos, info & pictures about the doctor(s) and team, community events, special offers, ability to schedule appts online, FAQ, dental services and education, office hours, directions, social media pages, contact information, etc.                                                                                                                                                                  
  7. Patient Appreciation Events – Host a fun event for your patients – In-office Patient Appreciation Days and Open House events. See Open House ideas. Out of office events, such as; Roller Skating, Indoor Bounce/Trampoline, Movie Theater, Public Pool, Bowling, Local Park, etc. Invite your patients to bring a friend. Be sure to have imprinted giveaways and information about your office at these events. Encourage all attendees to visit and like your social media pages.                                                                                                                                                                                                                                                     
  8. Community Involvement – Be involved in local health fairs, charity events, sponsor local sports teams, etc. Just a thought, when you and your team are out participating in community events, consider wearing t-shirts that clearly identify (advertise) your office and give away a lot of imprinted gifts.

There you have it, 10 ways to stay in touch with your dental patients. Doing some or all of these things will help to build lasting relationships with your patients and encourage referrals.

Of course, the very best way to ensure your patients remember to come back and to refer their friends, family members, neighbors and co-workers is to get them talking about their experience after they leave your office. How do you that? Be consistently great! Consistently exceed expectations! Plan to make sure that each and every appointment is great from the initial greeting at arrival, during their appointment, and when you say your thank you and goodbyes as they leave. (See Earn The Privilege To Serve Again)

At your next team meeting, discuss what you are currently doing to stay in touch with your patients and how you can improve in planting more reminder seeds.

Are you receiving my complimentary Practice Management and Marketing Ideas in your email inbox each month? If not, please subscribe today. 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 Facebook, Twitter, Instagram, LinkedIn and Pinterest

 

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Dental Practice Management Ideas for October

Hello Friends,

I had so many ideas to help you make October a great month that I decided to break it up into two categories, Marketing  &  Practice Management. If you want to read all of the marketing ideas simply visit here Dental “Marketing” Ideas for October

Now these things can be done at any time during the year, but sometimes, it helps to have an excuse or a little push to get going.

dental-practice-management-ideas-for-october

Use it or Lose it! – Get your letters (& phone calls) out to your patients reminding them to use any insurance benefits they have remaining for 2016 to complete any needed treatment or for their continuing care hygiene appointment before they lose them.

Scripting Idea: Customize according to the treatment needs of each of patient. Re-create the urgency and value.

See here for sample letter

 October 4th is Improve Your Office Day (It is also Taco day and Vodka day, coincidence? I think not 😉 ) – Please consider reading my Improve Your Office Series found here: Improve Your Office – First Impressions , Improve Your Office – Make a Change , Improve Your Office – The Little Things Matter & Improve Your Office – How to Have a Happier Team 

October 3-7  is Customer Service Week – This is a great team meeting theme. What ideas can you come up with as a team to exceed your patient’s expectations by consistently delivering excellent customer service?

What do you do when you run late? (If you’re habitually running behind, please change that habit! It’s disrespectful to your patients and your team) What do you do when the lab screws up a case?

What about comfort? How are you making the visit as comfortable as possible for your patients?

What about your telephone skills? Are you answering the phone during times that patients are most likely to call? (ie: lunch hours and after hours) How about after the treatment – are you making post-op calls? How are you staying in touch with your patients in between their 6 month hygiene appointments?

Here’s an idea for the fall. Make a list of local fall activities as a hand-out or post them on your website and social media sites.

October 17th is Boss’s Day – Plan now to make this day special for your boss(es). Great opportunity to show your appreciation for and to brag about the awesome boss in your life.

October 20th is Get to Know Your Customers Day ~  Perhaps you could have a Business Card, Free Lunch Drawing. Have fun with this day or turn it into a week or month-long event. This will allow you to get to know your patients better as well as learn what local businesses you want to focus some of your marketing efforts on. 🙂

Combine these practice management ideas with my marketing ideas and you will have a great October (and final quarter) as a team! Not to mention, your patients will love you for it!

As always, I would love to hear your ideas! Should you need any help implementing these ideas or have any other questions that I can help you answer…I’m ready to help!

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. This way, you won’t miss a single idea!

Please share my blog with your dental friends.

Yours for Greater Success,

~Betty

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

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