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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Dentist Office Marketing, Leadership, and Management Tips and Ideas for October 2020

Dentist Office Marketing, Leadership, and Management Tips and Ideas for October 2020

Hello Friends,

Well, here we are at the start of your final quarter for the year. It is my goal to give you ideas and strategies that will help you end the year strong. Ideas that when implemented will keep things fresh and fun in your office. More importantly, they will exceed your current patients and potential patients’ expectations which will allow you to focus on doing what you do best, helping your patients achieve healthy and beautiful smiles.

Dental Leadership, Management, and Marketing Tips and Ideas for October 2020 

Leadership Tips & Ideas:

Employee Appreciation – National Massage Therapy Week: 25th – 31st – Treat your employees with gift cards for a massage. Or if possible, bring in a massage therapist to the office.

Customer Service Week: 5th – 9th – Discuss with your team strategies and goals to ensure that your customer service and patient care are in harmony with your core values and vision for your practice.

Boss’s Day: October 16th – Plan now to make this a special day for your boss(es).

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.

Practice Management Tips & Ideas: 

Insurance Use it or Lose it Reminders – Did you get your end of year insurance dental benefit use it or lose it reminder letters/emails/texts/calls out?  

Dental Office Insurance Renewal Reminders Betty Hayden Consulting

Friends, how do your hygiene schedules look for October & November? Do you know how many of your active patients have a future appointment and how many do not? Do you know how many new patients you are welcoming into the practice AND how many patients you’re losing each month?  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 and with absolutely no obligation to do anything further with me. 

Marketing Tips & Ideas: 

Exceed Expectations for your current patients and the potential new patients that you engage with in your community. 

October is National Dental Hygiene Month –  

All month-long share posts and short videos on your social media platforms regarding the importance of regular preventive dental visits to the dentist.

National Dental Hygiene Month Betty Hayden Consulting

National Orthodontic Health Month – See some ideas here: https://bettyhaydenconsulting.com/2020/09/15/tips-and-ideas-for-octobers-national-orthodontic-health-month/

Apple Month – See more ideas here: https://bettyhaydenconsulting.com/2020/09/15/tips-and-ideas-for-octobers-national-orthodontic-health-month/

Patient Appreciation Gift Idea: October is National Popcorn Poppin‘ Month – Give your patients a bag of microwave popcorn or little bags filled w/flavored popcorn with a tag attached that says: “You make us POP with Appreciation” or “Your Referrals are POPPIN’ – Thank you!

Patient & Community Dental Health Education Idea: 

October is Breast Cancer Awareness Month – See more ideas here: https://bettyhaydenconsulting.com/2020/09/24/dentist-office-ideas-for-octobers-breast-cancer-awareness-month/

Social Media Post Ideas to Improve Engagement during the Month of October ~ 

Spinach Lovers Month

Betty Hayden Dental Social Media Contact Spinach Day

World Smile Day: 2nd

National Taco Day: 4th

National Kick Butt Day: 12th

National Chocolate Day: 28th

There you have it some fun and effective tips and ideas to help you have the best October ever!

Do you enjoy the dental leadership, management, and marketing tips and ideas that I share each month?   I would love and truly appreciate for you to please leave a review/recommendation for me here on GOOGLE and/or FACEBOOK

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. Or send me your email address (bhaydenconsulting@gmail.com) and I will send you an invite to follow. This way, you won’t miss a single idea

Yours for Greater Success,

~Betty (Dental Coach)

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

Dental Office Practice Management, Leadership, and Marketing Tips and Ideas for October 2019

Dental Office Practice Management, Leadership, and Marketing Tips and Ideas for October 2019

Hello Friends,

Ready for a fantastic final quarter?

October is the start of your final quarter for the year. It’s your opportunity to make it your best fourth quarter ever. To help you plan for that, today I’m sharing some tips and ideas with you. Ideas that when implemented will keep things fresh and fun in your office. More importantly, they will exceed your current patients and potential patients’ expectations which will allow you to focus on doing what you do best, helping your patients achieve healthy and beautiful smiles. Why? Because exceeding your patients’ expectations will help keep them loyal to your office.

Dental Leadership, Management, and Marketing

Fall Dental Marketing and Management Tips and Ideas Betty Hayden Dental Coach

Tips and Ideas for October 2019

Leadership ~

“A boss has the title; a leader has the people.” Simon Sinek

Employee Appreciation –

National Chocolate Day – October 28th / Bring in a sweet chocolatey treat for the team.

Continuing Education – A great way to end 2019 on a high note is to attend TBSE 2019 (The Best Seminar Ever!). You will love it!! Plus, I’ll be there, and it would be awesome to meet you in person!!  (If you’re already registered to attend please send me a message that you’ll be there!) FYI, TBSE 2019 (25th Anniversary) is the last year for TBSE!

See why this is truly the best seminar here: The Best Dental Seminar Ever

Practice Management ~

Improve Your Office Day – October 4th – Take this opportunity to openly and honestly examine ways to improve your office. This might be the perfect time to schedule a complimentary consultation with me to learn how a coaching relationship will help you to improve your office.

Boss’s Day is October 16th  Plan now to make this day special for your boss(es).

Michigan Dental Coach Bosses Day

Use it or Lose it Reminders – Did you get your end of year insurance dental benefit use it or lose it reminder letters/emails out?  Would you like a sample Use it or Lose it letter? Email me at bhaydenconsulting@gmail.com and I will gladly send one over to you.

Betty Hayden Dental Coach End of Year Insurance Renewal Reminders

Customer Service Week: 7th -11th  –

Excellent theme for your next team meeting.  What ideas can you come up with as a team to exceed your patients’ 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 (or you) 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? SEE How to Effectively Answer the Dental Office Telephone (Telephone Principles)
  • 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?

Marketing ~

Exceed Expectations for your current patients and the potential new patients that you engage within your community.

Theme #1: Apple Month – See more ideas here: Dental Office Tips and Ideas for October’s National Apple Month

dental office tips and ideas for apple month betty hayden

Theme #2: Candy Buy Back – Host a Candy Buy Back Event for your patients and potential patients within the community.

Theme #3: Breast Cancer Awareness Month – See more ideas here: Dental Office Ideas for Octobers Breast Cancer Awareness Month

Theme #4: National Orthodontic Health Month – See more ideas here: National Orthodontic Health Month Tips and Ideas For Your Ortho Office

Patient & Community Dental Health Education Idea ~

October is National Dental Hygiene Month –

National Dental Hygiene Month Betty Hayden Consulting

All month-long share posts on your social media platforms regarding the importance of regular preventive dental visits to the dentist.

National Field Trip Month –

Invite local schools to come to the office for a free & educational field trip to the dentist.

Social Media Post Ideas to Improve Engagement during the month of October ~

Spinach Lovers Month

World Smile Day: 4th

Wear Something Gaudy Day: 17th

National Knock-Knock Jokes Day: 31st

Did you enjoy these tips and ideas?   I would love and truly appreciate for you to please take a second to leave a review/recommendation for me here on GOOGLE and/or FACEBOOK

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. Or send me your email address and I will send you an invite to follow. This way, you won’t miss a single idea.

Yours for Greater Success,

~Betty (Dental Coach)

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