Dental Office Morning Huddle Agenda Tips and Ideas

Dental Office Morning Huddle Agenda Tips and Ideas

Hello Friends,

Morning Huddles – How does that make you feel when you read that? 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 Practice Morning Meeting Checklist Betty Hayden Consulting

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?

Twenty – twenty-five 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 huddle and end each meeting on a positive note. Team members from each department can & should contribute what pertains to their particular department.

How do we prepare for the huddle?

Each employee should be assigned a task/responsibility for each huddle. For example, Hygienists should be checking their own charts/routing slips (checking for unscheduled treatment, are they due for: health history update, full perio charting, x-rays, etc. any family members due for appts, that the patient is due for today’s appt) at least the day prior and assistants check the charts for the doctors.

Your PMS may have a daily huddle report you can generate to show your production, collection, treatment plans, broken appts, etc. from the day prior and the appointment information you need to review for today.  If you’re not sure if it does or not, it’s definitely worth looking into as it will be a huge time-saver!

What do you talk about?

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

START and END the meeting with something POSITIVE.  Review your office intention/vision for the day.

  • 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?
  • Today’s Appointments – have all patients been confirmed?
  • Lab Cases – have we double checked that all lab cases have arrived and are correct?
  • Holes – Can a hygiene patient in need of restorative slide over into the doctor’s 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 be sure to 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, sealants, desensitizing agents, whitening, mouthguards, better home care tools/products, etc.)
  • 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 treatment. 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, team members having fun or being silly, etc.
  • Testimonials/Reviews – Who is a candidate for providing a testimonial/review/recommendation? 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 and if it was praise be sure to thank the team and the patient!
  • Goals – Look at Production, Scheduling & Collection goals vs actual for yesterday, today and tomorrow. Reminder to collect all co-pays at the time of appointment!!
  • Open Chair Time – Total Open Chair Time Hours for Yesterday and Tomorrow
  • Broken Appointments – How many same-day cancellations and missed appointments were there for yesterday? How many were rescheduled?
  • Treatment plans and Unscheduled Treatment –  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. Give every patient the opportunity to say yes or no to your very best care. Were there any patients that came in yesterday that we treatment planned and they did not schedule an appointment? WHY? / Unscheduled Treatment – anyone coming in today with already diagnosed treatment that is unscheduled? Who & How will we reintroduce treatment to the patient(s)?
  • 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 (by the provider/assistant) 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 me a review/recommendation 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 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.

Huddle Up and Have a Great Day!

Yours for Greater Success!

~Betty

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

Betty Hayden Consulting Dental Coach

 

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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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Dental Marketing Ideas for May

Hello Dental Friends,

“Never yet was a springtime, when the buds forgot to bloom.”
~Margaret Elizabeth Sangster

Spring is such a great time of year. I love seeing the trees bloom and the perennials sprouting in my flower beds. It’s also a time for me to get a lot of spring house cleaning/organizing accomplished and fun summer activities planned before our children are on their summer vacation from school.

Spring can be a great time for your dental office too! It’s a wonderful time to really look at the office through the eyes of your patients and potential patients and make any needed improvements.  This article, Tips to Improve your Dental Office -First Impressions  has many ideas to help get you started.

As promised, here are some dental marketing ideas for the month of May. Last week, I shared some dental marketing ideas to be used during the month of May’s Teacher Appreciation and Nurses week. If you missed it, you can read about them here.

betty hayden consulting may dental marketing ideas

Gifts from the Garden Month

Host a Spring Perennial Plant Exchange at your office. What a fantastic way to meet your neighbors! (It would be awesome to turn this into a “Beautify & Clean-Up” Local Businesses in the Community Event.)

If you are interested in having me help your office create a custom “Garden Month” (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

National Pet Month –  People love to talk and brag about their pets. Use this week to ask your friends/patients on your social media sites to post pictures of their pets. Post pictures of your team members pets. Turn it into a contest: the pet with the most likes wins a special treat.

High Blood Pressure Education Month – Why do we take your blood pressure at your dental appointment? High blood pressure is called the silent killer because, although it contributes to such potential killers as stroke and heart attack, those who suffer from it often have no signs or symptoms.

Many people see their dentist more regularly than a physician and could get an early warning about high blood pressure when getting their teeth cleaned or having other dental treatment done. We take your blood pressure because we care about you.

Family Practice & Pediatric Office Marketing Ideas:

National Family Wellness Month –

Target: Families

Product Feature: Cleanings, Sealants, Mouthguards & Fluoride

May Practice Management Reminders:

Insurance/Hygiene Recare/Incomplete Treatment Reminder: Many insurance companies renew their maximum on June 1st. Pull a report of any patients due in hygiene or with incomplete treatment that have benefits remaining before their June renewal. Make Use it or Lose It calls & mail reminders.

Gift Certificates – Gift certificates for Teeth Whitening make great Gifts!

If you have any other thoughts or ideas please feel free to comment below. Should you need any help with your May marketing campaign, 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. This way, you won’t miss a single idea! PLEASE, feel free to share my blog with your colleagues. 

Yours for Greater Success,

~Betty

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

Please follow and like us:
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