Dental Leadership, Team Building, and Practice Management Tips and Ideas for November 2023

Dental Leadership, Team Building, and Practice Management Tips and Ideas for November 2023

Hello friends,

Here are the Leadership, Team Building, and Practice Management Reminders and Ideas to help you benefit from a great and productive month!

Leadership Ideas

Accountability – Hold each employee accountable to uphold the same high standards of performance and attitudes.  It’s been said that “what you allow you encourage.” Once you make the decision to no longer tolerate or allow poor behavior and attitudes in your practice, you’ll breathe a huge sigh of relief and the rest of your employees will know just how much you care and appreciate them.

November is Gratitude Month – Gratitude helps to strengthen and motivate your team, encouraging employee loyalty and engagement. Don’t assume they know that you appreciate them just because you give them a paycheck every week. Show them by your words and actions that you value and appreciate their contributions to the success of the practice. For several ways to do this, visit here: Why Gratitude Matters

Team Appreciation Ideas

World Kindness Week: 12th – 18th AND Random Acts of Kindness Friday: 24th – Time to spread some kindness! – Surprise your team with a random act of kindness.

Practice Management Ideas & Reminders

Small Business Saturday: 25th – Use this day (or all month long) to showcase or spotlight a few small local businesses on your Instagram & Facebook pages. Be sure to TAG the business in your post. It would be great if you could get pictures of the business to share with the post. This is an excellent way for you and your team to engage with local businesses and build (or strengthen) relationships.

Daylight Saving Time Ends: 5th (First Sunday) (Turn Back 1 Hour  @2:00 AM)

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. 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.

End-of-Year Dental Insurance Benefits (or HSA/FSA) Use it or Lose it Reminders – There is still time to schedule more appointments. Have you followed up with a call(s), texts, and letters to your patients who haven’t responded to your reminder emails?

Practice Owners – 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 or would like to discover areas of opportunity for your practice … please feel free to reach out to me to schedule a complimentary, no-obligation coaching call at bhaydenconsulting@gmail.com. (Plan now to smile more in 2024)

Looking for marketing and practice growth ideas for November 2023? Visit Dental Marketing, Practice Growth, and Social Media Content Tips & Ideas for November.

I hope these ideas and strategies when implemented will allow you to end the year strong.

Before you go, would you please do something for me? If you appreciate and enjoy the complimentary ideas and content I share each month – PLEASE leave me (Betty Hayden Consulting) a review/recommendation on Google and / or Facebook. Simply click the following links…  GOOGLE   and/or  FACEBOOK– Thank you so much!! 

Yours for Greater Success,

~Betty – Dental Coach

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I would love the opportunity to work with you and your team to help you set and exceed your practice goals. If you would like to schedule a no-obligation, complimentary consultation to learn how our coaching program works, please email me at bhaydenconsulting@gmail.com.

How to Successfully Ask for and Collect Payment for Dental Treatment

Hello Friends,

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.

Would you like to see more patients not only accept treatment but pay for it before or at 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?

how to ask for and collect dental payments from Betty Hayden Consulting

Today, I’ll share with you a few tips to help make that happen.

  1. See the true value of dentistry – With each day and each and every 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.
  2. Be confident with fees – The entire team should role play presenting small and large treatment plans and financial arrangements until every one is comfortable saying the dollar amounts out loud and with pride.
  3. Financial policy – Have a written financial policy 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 policies, have them sign and give them a copy to take home.
  4. Avoid assumptions and judgement – Don’t make decisions for the patient as to whether or not they can afford the treatment based on your assumptions or reality. Remember this, Sympathy vs Empathy: Sympathy is feeling for the patient… deciding for them that they can’t afford the dental care, Empathy is feeling with the patient… yes, this is more than they were wanting to pay, however, you’re going to give them hope… you’re going to offer third party financing, break up the treatment plan if possible or allow them to make payments as a credit until they have enough money to get started with treatment. 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 treatment plan and financial portion before treatment is started. Make sure your numbers are as accurate as possible, especially when estimating the insurance portion. If you accept their insurance, have up to date eligibility, breakdown of benefits and the insurance fee schedule on file for the patient.
  6. Payment due before or on 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: Collect co-pay before the patient goes back for treatment, especially if they’re having a lengthy or difficult appt. No one wants to stand at the front desk fumbling for money or to write a check with gauze hanging out of their mouth after an extraction, or numb and exhausted after a long appt. Make it more comfortable for them by collecting their pmt and making any necessary follow up appts before they go back. )
  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 due date.
  10. When Insurance is involved –  Always give the full treatment fee, the estimated insurance amount and the patient’s estimated co-pay 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 time of service.

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

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.)
  • Each day, look at the day prior, what were your total production charges & collections? Pay close attention to the total patient responsibility vs patient payments, these numbers should be close to the same. If not, why not?
  • 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!
  • 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.

Please know, I’m happy to help you and your team develop a plan to reach your production and collection goals. I offer complimentary consultations via email at bhaydenconsulting@gmail.com.

Have you signed up to receive my complimentary dental marketing and practice management ideas that are sent right to your email in box each month? If not, take a second and sign up. This way, you won’t miss a single idea! If you think your dental colleagues would appreciate receiving these ideas each month, feel free to share my blog address with them. Thank you!

Yours for Greater Success,

~Betty

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