Dental Insurance Maximum Renewal Letter, Reminders, and Ideas

Dental Insurance Maximum Renewal Letter, Reminders, and Ideas

Hello Friends,

The month of September is a great month to get your “Use it or Lose it!” letters and emails out to your patients. This is for all of your patients that have dental benefits that renew on January 1st .and patients with FSA or HSA dollars that expire at the end of the year. Especially helpful for your patients that are /pastdue/due/or due this year for their hygiene visit and/or with treatment that is yet to be started or needs to be completed and their remaining dental insurance maximums are getting ready to expire.

remaining dental max letter

Time to remind them to Use it or Lose it!  Get your letters, emails and text messages out to your patients reminding them to use any insurance benefits they have remaining for the year to complete any needed treatment or for their continuing care hygiene appointment before they lose them.

Some offices choose to mail these letters out in early September. I think October works well too.  Remember, the closer it gets to the end of the year the more difficult it becomes to get them to schedule and you may not even have room in your schedule to accommodate them.

Your goal is to get them from the filing cabinet/computer to the schedule!

Personalize  – When mailing out remaining maximum letters, be sure to customize for each patient according to their treatment plan. This will help to re-create the urgency and value for treatment.  For some patients, it will take some type of additional incentive to get them to act. Perhaps, include a gift certificate for $ off of their treatment if it’s completed and paid for by December 31st. Not redeemable for cash. Or the opportunity to enter a raffle for a really great prize!

Here is a scripting idea for your “Use it or Lose it! letters:

Dear (Patient name),

It’s that time of year again, when you are busy with school schedules, getting ready for fall weather, and/or scheduling upcoming Holiday plans. During this busy time, you may not be thinking about your available or unused dental insurance benefits.

Whether you have insurance benefits remaining or if you have funds set aside in a flexible spending account (FSA) or healthcare saving account (HSA), now is the time to schedule treatment so your co-payment amounts can be applied to this year’s deductions.

Make sure to use all available benefits to complete any outstanding treatment or for your all-important preventive dental hygiene appointment. Almost all plans do not allow you to rollover unused dollars to the next benefit year. So, Use ‘Em or Lose ‘Em!

Call us today to schedule your appointment. We find that the upcoming holiday season is always our “busy time” and we are certain it is a very busy time for you too. 

Beat the end of year rush and get in early, our phone number is ………

Please know we are here to assist you and answer any questions you may have regarding your dental treatment.

Yours partners for better dental health,

Take this opportunity to add a P.S. message to the end of your letter, telling your patients all about your specials on teeth whitening. Many people at this time of year are looking to whiten their teeth for their end of year celebration family photos, or to buy gifts for family and friends.

For example… 

P.S. Now is a great time to whiten & brighten your smile for your end of year celebration photos. We have some fantastic whitening specials! Teeth whitening gift cards also make a wonderful gift.

P.P.S. Did you know we are on Facebook, Instagram, & Twitter? “Like” us on Facebook at … and “follow” us on Instagram, and Twitter at …- This way you can stay up to date with all our office events & news plus have a chance at exclusive offers & contests.

Mailing Tip –  Use a bright-colored envelope and neatly hand-write the name and address. Use a “live” stamp. This will take a little more time to do but your patients are more likely to open an envelope that looks like it’s  from a friend and not their dentist.

Phone Calls – About a week after you mail out your letters, go ahead and start calling them to see if they received the letter and to schedule them an appointment.

Document – Be sure to document that a letter was mailed, phone calls were made and what type of response you received from each patient.

Important Reminder – Before sending out these letters and making calls to your patients be sure to review your upcoming appointment schedule… Where is your open chair time? Will pre-blocking some open time be helpful? Also, before scheduling last minute appointments that require lab work, be sure to communicate with your lab guy/gal that they can, in fact, get these cases back to you in time.

Wishing you all a full schedule for the end of the year!

If you enjoy the complimentary ideas that I share each month, I would love and truly appreciate for you to please leave a review/recommendation for me on GOOGLE and/orFACEBOOK

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

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Dental Office Morning Meeting Tips and Suggestions

Dental Office Morning Meeting Tips and Suggestions

Hello Friends,

Do you ever feel like your attempt to conduct a daily morning huddle is just a big hassle? That the meetings are a waste of time? Or maybe you’re already conducting morning meetings and want to make them more effective, please keep reading!

Today, I want to share with you some tips and suggestions that will help you have effective morning huddles and answer some questions that many of you have asked about morning huddles.

dental office morning meeting agenda

Why should I have a morning huddle/meeting?

The morning meeting is essential for a successful day. If you tried in the past to have a morning huddle and it didn’t work out… try again! However, this time, please follow my tried and true suggestions & tips. Every dental office wants to produce more, collect more, stress less, have happy doctors and team members and consistently exceed patient expectations. Right? Well, effective morning huddles help to make those things a reality.

Remember this: Proper Planning Prevents Poor Performance!

When should the morning huddle start? and How long should it last?

Fifteen – twenty minutes before the first scheduled patient.   It should last no more than 10-15 minutes. Taking 10-15 minutes first thing in the morning to ensure the day starts off happy and productive is well worth it.

Who should attend the morning meeting?

Everyone. If scheduling prevents everyone from attending…at the very least the doctor(s), hygienist(s), assistants and someone representing the administrative team. It is imperative for a team member to be assigned at every meeting to update the employee(s) not present of what was discussed/announced. No one should be left in the dark. This eliminates any “I didn’t know” or “no one told me!”

Who leads the huddle?

Rotate team members to conduct the meeting and make certain that everyone stays on point and that the meeting ends and starts on time (appoint a time-keeper)! Doctors (lead by example) be present at the start of the mtg and end each meeting on a positive note. Team members from each department can & should contribute what pertains to their particular department.

What do you talk about?

Focus on: Today and Tomorrow and a little bit of yesterday 😉

START and END the meeting with something POSITIVE.

  • Ata-boy/gal minute – What did we do “right” yesterday? How did we go the extra mile for a patient? Did you notice any team member that did something nice for a patient or another team member? Did anything happen yesterday that could be improved upon or avoided in the future? If yes, How?
  • Holes – Can a hygiene patient in need of restorative slide over into the doctors chair? Is there anyone coming in with the doctor that is due in hygiene? If not, how will we remain productive during this downtime?
  • Emergency time – Where can we put the “true emergencies”?
  • Potential trouble spots – Review schedule for any potential trouble/hiccups/hang-ups. Such as: doctor needed in multiple places at the same time, habitually late patient, copays that must be collected, difficult patient, etc. Do everything in your power to start, stay & end on time, exceed patient expectations and work together as a team for a smooth & happy day.
  • New Patients / Referral Sources – Who are our new patients today and how did they hear about our office? Everyone be ready to warmly greet all patients but introduce yourselves to all new patients. Thank them for coming in.
  • Pre-op calls – Any new patients coming in tomorrow or the next day that the provider can call and welcome?
  • Same day services – Identify any patients that would benefit from same day services (fluoride, x-rays, desensitizing agents, whitening, mouthguards, better home care tools)
  • Post-op calls – Did we call yesterday’s patients to check in on them? Preferably the doctor and hygienist should make their own calls. (Who do you call? All new patients and any patients that had anesthetic, extraction, or perio therapy. Also, any patients that may have been fearful.
  • Social Media – Who will help with that today? Ask patients to like the office (or check-in) on Facebook, follow on Twitter & Instagram. So many reasons throughout the day to post to your social media sites, such as: a patient brings in a treat, to welcome a new patient to the office, a child joined your kid’s club/team, celebrate a beautiful cosmetic restoration/teeth whitening, etc.
  • Testimonials/Reviews – Who is a candidate for providing a testimonial/review? Be alert throughout the day to ask for testimonials/reviews. Especially when a patient compliments the office on something… ask for a written or online testimonial. Take their picture (with permission) to post on your social media sites/website. NOTE: If a patient that is coming in for today has previously filled out an online survey be sure to review it. If they had a problem make certain it’s not repeated, if it was praise be sure to thank the team and the patient!
  • Goals – Look at Production, Scheduling & Collection goals for yesterday, today and tomorrow. Reminder to collect all co-pays at time of appointment!!
  • Treatment plans – Remember, offer the very best treatment options to your patients, let’s not “watch” or “wait until next visit” chances are it will only worsen. Let the patient decide for themselves! Were there any patients that came in yesterday that we treatment planned and they did not schedule an appointment? WHY?
  • Conclusion – End the meeting on a positive note. Tell a funny joke, read a positive quote and/or thank your team. Watch a quick motivational, educational or funny video clip. This meeting sets the tone for the day… Make it a happy one! Let’s go change someone’s life or at the very least help them smile bigger and healthier!

Here are a few additional tips for a successful morning huddle:

  • Come prepared! Have ready copies of the schedule (today and tomorrow). Charts/treatment should be reviewed the day prior to the huddle. Be sure to have available your collection, scheduling and production goals for today and tomorrow and yesterday’s results.
  • Stand for the meeting. This helps to keep the huddle on time and hold everyone’s attention.
  • Maintain a positive attitude regarding the importance of DAILY morning meetings.
  • Use a check-list! This will help you stay on time and cover all points.
  • FOOD! Every once in a while surprise the team with bagels, donuts, coffee, muffins, etc.

I strongly encourage you to implement daily morning huddles, simply because I know that they’re effective and I want all of you to have happier, more productive and stress-free work days!

Should you need any help implementing these ideas or have any other questions that I can help you answer…I’m ready to help.

If you enjoy the complimentary ideas that I share each month, I would love and truly appreciate for you to please leave a review/recommendation for me on GOOGLE and/or FACEBOOK

If you are not yet receiving my free dental marketing ideas every month to your email inbox, PLEASE take a second and subscribe today. This way, you won’t miss a single idea. Feel free to share my blog with your dental friends. ~ Thank you!

Huddle Up and Have a Great Day!

Yours for Greater Success!

~Betty

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Dental Marketing Tips and Ideas for your Local School District

Dental Marketing Tips and Ideas for your Local School District

Hello Friends,

With the back-to-school season in full swing, there is no need to wait until February’s Dental Health month to reach out to the local schools in your neighborhood, start early in the school year building relationships with school staff & the families that attend these schools.

Here are just a few easy, inexpensive & effective ways for your dental office to reach out to your local schools.

dental office marketing ideas for schools

Gifts for School Staff – Choose one, two, or more schools (depending on the size of the teaching staff) and deliver some treats to show your appreciation for the work they do in caring for the children in your community. Some ideas: Breakfast, Lunch, Snacks, Toothbrush goodie bags, Lip balm, etc. Be sure that your office information is clearly imprinted on any toothbrushes or small gifts. See my Pinterest boards for gift ideas

and/or

Host a Favorite Teacher Contest  – Invite local students to nominate their favorite teacher. Winning teacher gets FREE teeth whitening and a certificate stating they won for the favorite teacher contest. The classroom with the winning teacher gets a gift card for school supplies or pizza/ice cream lunch.

You could easily ask for donations from local businesses to add to the winning teacher’s prize or for the classroom.

This can be promoted via your office website, newsletters, postcards, emails, office social media sites, local newspapers and signs in your office.

Have fun with it and be sure to share lots of pictures on your social media pages.

Donations – Use your office as a community donation site for school supplies or new & gently used books to be donated to local children and/or schools in need. Advertise in office, on your social media sites, to local businesses and the news media via press release that your office is collecting donations for school supplies or books.

This is a GREAT way to bring in potential new patients… when folks come into the office to drop off their donations, be sure to warmly welcome them, give a brief tour of the office, hand out small thank you gifts that are imprinted with your office information or have a raffle they can enter to win a prize.

Book Fairs – Many schools will be hosting book fairs this school year.  And if your local school(s) are anything like mine, these book fairs draw a very large crowd.

Create fun, interesting Bookmarks for your local schools that include your office contact information. Deliver these bookmarks as a gift to the local schools to use during their book fairs. Easy! Right?

Just a few more ideas…

Social Media Sites – Post school-related content to your social media sites, such as:

  • Back to School Tips
  • Healthy Lunch/Snack ideas
  • What to do in a Dental Emergency?
  • Ortho care while at school
  • Dental Health (importance of, regular check-ups, sealants, mouthguards, fluoride & braces)

Give-Away – Or have a school-themed gift that you’ll raffle off.  Promote via your social media sites. Allow for your current patients and potential patients to TAG their favorite teacher in the post for a chance to win the gift. Encourage them to share the post on their pages.

Tooth bags – Make up a little bags or boxes with a “congratulations on your lost tooth” message from your office with space to write the child’s name. Deliver these to local elementary schools for them to keep on hand for when a student loses a tooth during the school day. Both of my kids have come home with a tooth wrapped in a napkin or in a plain Ziplock bag. Why not take advantage of this opportunity to advertise your office?

For additional ideas to use with local schools see February’s Children’s Dental Health Month and October/November’s Candy Buy Back. Also, my Marketing Ideas for August have some nice ideas for you to use with students & teachers.

I have witnessed firsthand just how effective marketing to local schools can be. The opportunity to bring in many new patient families to your practice is huge.

Please feel free to share with me your ideas for marketing to local schools or if you have any dental marketing questions that I can help you answer, please comment below.

If you enjoy the complimentary ideas that I share each month, I would love and truly appreciate for you to please leave a review/recommendation 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!

We’re on FacebookTwitterInstagramLinkedIn and Pinterest stop by and say hello. 

Yours for Greater Success,

~Betty

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Tips and Ideas to Fill Holes In Dental Hygiene Schedules

Tips and Ideas to Fill Holes In Dental Hygiene Schedules

Hello Dental Friends,

Holes in the dental hygiene schedule, why do we dread this so much? Because, unfilled appointments, canceled or missed appointments all kill profitability.

So what do you do? You probably are desperate for a quick fix to fill the holes in the schedule. Right? Well, I’ll help you out by sharing some ideas to fill the hygiene schedule as a quick fix. However, I must say a quick fix is typically only a temporary fix. If holes in the schedule are becoming the norm around your office you need something more than a quick fix to figure out why this is happening and work to prevent your hygiene schedule from looking like Swiss cheese every week. Please email me at bhaydenconsulting@gmail.com or comment here if this is becoming an issue with your schedule. I can help you prevent these holes from happening.

On to the ideas for a quick (temporary) fix:

Note: If at all possible, try to avoid moving patients appointments around to fill in gaps. It can aggravate the patient. It’s always best to keep their appointment as scheduled.

Also, this isn’t the time to point fingers or start blaming someone for having holes in the schedule. Work together, as a team to fill these holes. Ideally, the hygienist should be involved in making these calls to patients, etc. Patients are more likely to respond when it’s their beloved hygienist calling them. Besides, the hygienist(s) are obviously the one(s) with the extra time. So the ideas I share are directed to the hygiene department with the goal of them becoming productive, happy and profitable.  (Again, you will want to at a later date, work together as a team to determine why this is happening and create solutions to repair the breakdown.)

how to fill holes in dental hygiene schedule

  • Call List – Do you have any patients that would like to come in at an earlier date for their hygiene appointment?  Call them and let them know you have a rare unexpected change in the schedule and can see them sooner.
  • Cancellation/Missed Appt List – Do you have any patients on these lists that can be called? (BTW: If you’re not looking at this report each week, you should be!)
  • Family Members – Check for other family members due for their hygiene appt. Is there someone coming in with hygiene that has family members that are also due in hygiene that may want to take one of those open slots.
  • Doctors Schedule – Check the doctors schedule for any patients that may be due for their hygiene appt and are coming in around the time that needs to be filled in hygiene. Invite them to take care of their hygiene appointment at the same time.
  • Incentives – Offer an Incentive for accepting a last-minute appointment. For example, complimentary fluoride, teeth whitening, small gift or gift card. Use your social media platforms to advertise this awesome today (or tomorrow) only opportunity.
  • Continuing care/past-due List – Get on the phone and with an enthusiastic and positive tone make some calls to your patients that are due or past due in hygiene. (Vary the times you make these calls. You’ll reach more patients this way.)
  • Social Media – Engage with your patients, potential patients and local businesses on Facebook, Instagram, Twitter, Pinterest, etc. For ideas see: Social Media Content
  • Spend more time with your patients. If you have open time that couldn’t be filled, take this opportunity to discuss better home care tools, update their information and medical history, do some perio charting, talk about cosmetic services, any recent continuing education courses, place sealants, apply desensitizing agent to any sensitive teeth, take impressions for whitening trays, review incomplete treatment with them, ask them if they’ll kindly leave a review on Google, Facebook or Yelp, mention how dental gift certificates make great gifts, etc.

Just a reminder before making any calls, it would be a good idea to check your patient’s account balance, insurance benefits and review their clinical notes. Also, be sure to document all calls, conversations, and correspondence made to or with the patient.

If the holes in your schedule are a few weeks out you can try these ideas:

  • Special Offers – Focus on a particular service or group of patients to target with special offers or prizes on a day that has a lot of holes. For example, Mouthguards  / Teeth Whitening / Sealants / Desensitizing Agents / Back to School / Kids day / Senior day.
  • Fun Themed days – Superhero, Luau, BBQ, Disney, Sports, etc.

Despite your best efforts to fill the schedule, you may still end up with some holes that just couldn’t be filled. That’s alright, there is plenty to do to remain productive during this time.

During downtime:

  • Get on the phone and make continuing care calls.
  • Pull Incomplete hygiene treatment report and call, send postcards, emails, texts or letters to your patients.
  • Make calls, send emails, postcards, letters, etc.to your patients that are due, past due or almost due in hygiene.
  • Thoroughly clean and stock treatment rooms.
  • Get out and visit with area businesses. Introduce the office, take them a small gift and a “let’s get acquainted” special offer.
  • Discuss some marketing ideas for the office.
  • Continuing Education. Watch a webinar or video, read a manual, etc. Improve your clinical skills, knowledge of new technology and procedures, telephone scripting, office protocols, etc.
  • Take a tour of the office and look for any areas that could use some improvements. See Clean your Dental Office for ideas.

I hope these ideas provide you with a quick fix to fill those holes in your schedule. Let me know how they work for you. 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 or FACEBOOK

If you are not yet receiving my free dental marketing ideas every month to your email inbox, PLEASE take a second and subscribe today. 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

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

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