Tips and Suggestions for the Best Morning Huddle Ever!

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.

tips for the best morning huddle ever

 

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/hangups. 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, xrays, 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. 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!

If you already conduct morning huddles, way to go! Feel free to share with me any of your tips for successful morning huddles.

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 on GOOGLE and/or FACEBOOK

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Huddle Up and Have a Great Day!

Yours for Greater Success!

~Betty

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Dental Marketing and Practice Management Ideas for June

 

Hello Dental Friends,

NOTE: For updated dental marketing ideas for the month of June, visit HERE

How is your second quarter looking? I hope you’re happy with your production, collections, new patient numbers and the appointment schedule.

Today, I’m going to share some marketing and practice management ideas with you to help you close out your second quarter better than ever.

dental marketing ideas for summer hayden consulting

Theme: Cruise on in for Better Dental Health

Product Feature: Sealants (Adult & Child)

A Tooth Without A Sealant is like a Car Without A Seat belt”

Half off Sealants during the month of June or special pricing on full mouth.

Pull Incomplete treatment plan report – Call anyone with sealants treatment planned and send a card that creates urgency for treatment and highlights the special offer.

If you are interested in having me help your office create a custom “Cruise On In For Better Health” (or different themed) campaign that includes ideas for special offers, patient give-aways/drawings, community involvement, cross marketing with local businesses and recare/incomplete treatment scripting, please contact me today at bhaydenconsulting@gmail.com

Here are some more ideas for you…

National Migraine and Headache Awareness Month & National Headache Awareness Week: 2-8 Educational Opportunity – If your patient doesn’t suffer from headaches they surely know someone who does so this can be a great referral opportunity as well.

Opportunity to Exceed Patient Expectations ~  Got a Patient going on a Vacation? If you are planning a summer vacation, be sure to pick up a complimentary toothbrush & travel-sized toothpaste!

Gift Certificates See  Dental Gift Certificates Make Great Presents for ideas on how to use gift certificates to grow your practice.

Practice Management Ideas and Reminders ~

 Hygiene Continuing Care/Recare Reminders:

Postcard & Social Media Site Scripting Idea: Summertime is a great time of year and it can also be a busy time of year. We encourage you to remember to take the time to squeeze in your regular dental visit before the summer months fly by. Regular dental visits are so important to your overall health.

 

Recess At Work Day: 16 (Third Thursday)

Get outside for a few minutes with your team for some fresh air. If you can’t all get outside, open the windows, turn up the radio and dance indoors. How about a sweet treat to enjoy during “recess”? (ie: ice cream, frozen drink, etc.) **Remember to take pictures and video of the team having fun together so you can share on your social media sites. 🙂

Hope you enjoy these ideas and are able to use some of them to help make the month of June a fantastic one for you, your team and your patients. Please let me know how you plan to use the ideas and what the outcome is. I love to hear about your success stories!!

If you have any other thoughts or ideas feel free to comment below. Or if you liked these ideas, please click the like button. Thank you! Should you have any questions about this post, please email Betty: bhaydenconsulting@gmail.com

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. (Simply click  the link on this page that says subscribe via email) This way, you won’t miss a single idea! PLEASE, feel free to share my blog with your colleagues. 

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

Yours for Greater Success,

~Betty

 

 

 

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Tips to Improve your Dental Office Part 4 ~ Happy Team

Hello Friends,

The key to successfully improving your dental practice, reaching your goals and having loyal and happy patients is to have a loyal and happy team. For some, this can be quite challenging.

I want to help. I’m going to share with you tips on how to have a Happy Team and in turn, Improve Your Office.

Before I get started, did you catch Tips to Improve your Dental Office Parts 1, 2 and 3? If not, here they are; First Impressions,  Make a Change and The Little Things. (BTW: Sign up to receive my complimentary dental marketing and practice management ideas and tips each month right to your email inbox…this way, you won’t miss a single FREE idea!)

When people feel valued, appreciated, heard, supported, acknowledged and included, they are motivated to bring their best selves forward. ~ Betsy Myers

Isn’t that the truth? I know it’s that way for me. I’m sure your team would respond the same way. Give it a try with these tips and ideas…

how to have a happy dental team

Commendation This one is easy. Commend your employees when you catch them doing something “right”. Commendation boosts morale. Commend & reward the behavior and actions that you want to see more of. Simply thanking your team at the end of the day goes a long way in making them feel appreciated. Thank them for going the extra mile to help a patient out, or for the day running smoothly, or for always getting to work on time.

Communication   Job descriptions and expectations must be clearly defined.  Team Meetings/Morning Huddles are essential for a happy and smooth work day. Visit here for some tips on how you can have a successful morning huddle. Address quickly any needed discipline or correction, don’t wait for a staff meeting to address these problems. Instead, meet one on one with the offender.

Avoid office negativity, it’s toxic and will infect your team – Rather, focus on and share positive experiences.

Your team must know the why, what and how. They may know the what and the how but not the why, often times, this is why employees are there just to collect a paycheck. Talk about what you believe and attract those who believe what you believe. People buy the why not the what.

Training Don’t hold back in this area! Invest in your team. Thoroughly train any new employees on your practice goals, systems, software, telephone skills, dental procedures, protocols, etc.   Follow through on goals and changes. Training isn’t just for your new employees, everyone in the office needs regular training. Which leads me to the next point…

Continuing Education Continuing education, not just for the doctor or hygienist but the entire team is a wonderful way to ensure practice growth. Not to mention, it’s a great team-building experience, one that will give you a happier and motivated team. Think about this, your administrative team is the first and last impression made on each and every one of your patients. This includes potential patients that call your office. Certainly, you want to have the very best training and education for not only your clinical team but your administrative team too. You can do this with in-office training, webinars, lunch and learn, and seminars/classes outside the office.( For example, Ever hear of TBSE? Check this seminar out if you really want to boost your team: TBSE -The Best Seminar Ever.)

If you’re still unsure about the true value of continuing education for your entire team, consider the following scenario… You the doctor, come back from a dental seminar all fired up to implement some new ideas, protocol or the use of a new/improved dental procedure or cool piece of dental equipment. Only to find that your team is less than enthused, maybe a little angry that they cannot possibly add one more thing to their already too busy day. Besides, the way they do things is how they always have and it’s working out just fine… Sound familiar? Is there a chance you might have some new dental equipment or training manuals just sitting on the shelf, begging to be used? I hope not. However, if this or something similar has happened to you, it’s because your team didn’t understand the why and the how. Knowing why and how this new idea, technique, equipment or procedure works, benefits the patient and the office as a whole. Critical to its success and yours.

Example – Lead by example.  Treat your employees how you would like them to treat your best patient! If you want to see positive change in your practice, you must consistently lead by example. It starts at the top.

Have Fun! – Have more fun in your office with Team Building Activities and Events

In Office Fun: Potluck lunch, Ice Cream Truck, Carry out lunch (team choice), Craft, Games, Puzzles, Book club and Brainstorm sessions with prizes for ideas. (Purchase a Team Building Activity book such as:  Quick Team-Building Activities for Busy Managers: 50 Exercises That Get Results in Just 15 Minutes)

These articles have some really good ideas for team building activities: Six Quick Teamwork Games to Engage Employees at Work and this one: When I work – Team Building Games

Outside the office Fun: Bowling, Paint a Canvas, Shopping, Dinner, Cooking Class, Wally Ball, Baseball Game, Spa, Escape Room, Field Day (Team up with other offices), Concert, Skating, Batting Cages, Mini Golf, Pottery Class, Theater, Community Events, Volunteering at a local charity, Nature hike/walk, Etc.

Tips to get you started:

  • Positive Gossip Only! Entire team agrees to stop gossip. Refuse to listen. Rather, encourage the person to go directly to the other person they have an issue or complaint about. Unless of course, they can let it go and move on.
  • Why are you here? What are you doing? Do you know? What about your team? Knowing why you show up every morning will help to create a culture of happiness and excellence.
  • Book Club – Start a book club with your team. Purchase a great team building book and share paragraphs or chapters at your team meetings. There are so many wonderful team building books out there. Below you will find a list of some of the ones that I have read. (Also, short team building video clips might be helpful to share at a morning huddle or team meeting. One of my absolute favorites is the FISH! Philosophy)
  • Little Surprises – Write a thank you or I appreciate you note and stick it on an employee’s computer screen. In the morning, bring in donuts and coffee.  In the afternoon when everyone is feeling sluggish, bring in a refreshing drink or treat. If possible, have everyone step outside for a few minutes of fresh air.

It is my wish that these ideas and tips will help you and your team experience greater happiness at work. If you have any other team building ideas or things that have worked well in your office, I would love to hear about them. If you have any questions or concerns about the things you’ve read today, please ask me 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 inbox each month? If not, take a second and sign up. This way, you won’t miss a single idea!

Yours for Greater Success,

~Betty

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

P.P.S. Team Building Book Suggestions: Move Your Bus; Fun Is Good; The Energy Bus (ALL books by Jon Gordon); Our Iceberg is Melting; Who Moved my Cheese?; FISH!; Full Steam Ahead; Million Dollar Dentistry; Be Our Guest; …more added soon.

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