May 2023 Dental Office Management, Leadership, and Team Building Ideas

May 2023 Dental Office Management, Leadership, and Team Building Ideas

Hello Friends,

To help you plan and prepare to make the month of May a productive and happy one, I am sharing some office management, leadership, and team-building ideas and reminders with you. ENJOY!

Looking for Marketing and Social Media Content Ideas for May? Check these out: May 2023 Practice Growth Ideas

Practice Management Reminders and Ideas

Treatment Plans and Financial Presentations – Always present patients with a copy of their treatment plan and financial expectations at the time of diagnosis/scheduling.   When was the last time you reviewed your treatment plan and financial presentation verbiage & systems?

Insurance Renewal – Some insurance companies renew their maximum on June 1st. Find out how many of your patients have benefits remaining that will expire at the end of May and how many will renew on June 1st. Starting now, make your Use It or Lose It telephone calls,  mail reminders, and share on social media.

Leadership Tips and Reminders

It’s true if you want your patients to consistently have great experiences, accept your treatment recommendations, and refer their friends, family, neighbors, and co-workers to you – it takes a quality, happy, and productive team. Of course, though, it starts with you!

Set the Example / Lead by Example – Treat your employees how you would like them to treat your best patient. 😉

Job Expectations & Job Responsibilities – What are the performance expectations for your team? Does each employee clearly understand their role in the practice?

A good objective of leadership is to help those who are doing poorly to do well and to help those who are doing well to do even better.” –Jim Rohn

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… please feel free to reach out to me to schedule a complimentary, no-obligation coaching call at bhaydenconsulting@gmail.com.

You spend far too much time together at work to not have some fun too! Create a fun and stress-free environment with Team Building/Appreciation Activities and Events!

Employee Appreciation/ Team Building Ideas

National BBQ Day: 16th – Bring in a BBQ lunch for the team. (It is also BBQ month so you can celebrate on a different day that works better for everyone!)

For your chocolate/peanut butter lovers – I Love Reese’s Day is May 18th!

As always, wishing you all a happy and productive month!

If you enjoy the complimentary ideas that I share or if they’ve been of help to you and your practice –  I would truly appreciate it if you would please take a second and leave a review/recommendation for me on GOOGLE and/or FACEBOOK. Looking forward to hearing from you. Thank you!!

Yours for Greater Success,

~Betty (Dental Coach)

P.S. 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

January 2023 Dental Practice Management and Leadership Ideas

January 2023 Dental Practice Management and Leadership Ideas

Hello Friends,

Are you looking to make this a great year? If you want different or better results than last year you’ll need to do something different this year. Start now – make your action plan for any wanted and needed improvements to your office including setting your production, collection, treatment, continuing education, new patient, administrative time, and happiness goals for 2023.

Here you’ll find some office management, leadership, and team-building ideas for January.

If you’re looking for dental marketing and additional practice growth ideas for January visit here: Marketing Ideas for January 2023

Leadership and Team Building

“Outstanding leaders go out of the way to boost the self-esteem of their personnel. If people believe in themselves, it’s amazing what they can accomplish.” – Sam Walton

Training – Are you investing in your team by making sure they have proper training and retraining? For example, are you utilizing your practice management software to its full potential? Have you all been “properly” trained on how to use it?

January is Get Organized Month – This is a great time to get rid of any office clutter! Check the closets, cabinets, drawers, and desks for any clutter that can be organized, put away, or tossed. Clutter equals chaos. There is no room for chaos or clutter.

National Bagel Day: 15th – Bring in bagels for breakfast for the team to enjoy during your morning huddle.  

Fun at Work Day: Jan. 27th – Schedule a fun team-building activity, games, or contest for the team. Be sure to share the fun on your social media platforms.

Office Management Ideas

CDT Codes – Have you reviewed the 2023 CDT Code changes, additions, and deletions? If not, I strongly encourage you to make sure you’re up to date with coding and billing correctly.

Insurance Renewals: Many of your patients’ dental insurance maximums renewed on January 1. Phone, text, and/or email your patients with a friendly reminder of their renewed benefits and encourage them to make a reservation to come in for their hygiene wellness visit or to get started on their unscheduled treatment needs with the doctor. Include reminders on your social media pages.

Credit Report – Run your credit report. Check for any errors. Unless your patients have requested that you leave a credit on their account for future treatment – you shouldn’t have credits just sitting there.

What are your practice goals for 2023? I would love the opportunity to work along 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.

Are you receiving my complimentary Practice Growth Tips & Ideas in your email each month? If not, please start following us today – simply click on the subscribe tab. Or If you prefer, send me your email address (to bhaydenconsulting@gmail.com) and I will send you an invitation to follow my blog.

Have a great month!

Yours for Greater Success,

~Betty – Dental Coach

Before you go – would you kindly leave me a review/recommendation on Google or Facebook, please? Simply click the following links:   GOOGLE   and/or  FACEBOOK Thank you so much!

June 2022 Dental Office Management Tips and Ideas

June 2022 Dental Office Management Tips and Ideas

Hello Friends,

How are things going for you at the office? Are you on track to reach or exceed your practice goals for this second quarter? Today, I am sharing some office management and leadership tips and ideas for you to put into action during the month of June so you can enjoy practice improvement, growth, and less stress.

Practice improvement and growth starts with you and your team! Remember, there is no way that the quality of patient care and experiences will exceed the quality of the people who provide it.

Don’t assume your team knows 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.

Invest in your team – Thoroughly train your employees (new & old) on your practice goals, systems, expectations, software, telephone skills, dental procedures, protocols, etc.  Include regular continuing education – you can do this with in-office training, webinars, lunch and learns, and seminars/classes outside of the office.

Have more fun as a team – Recess at Work day is June 16th – Get outside for a few minutes with your team for some fresh air. If you can’t all get outside, open the windows, and turn up the radio.  How about a sweet treat to enjoy during “recess”? (ex: ice cream, frozen drink, etc.)

Here are a few more ideas for you: Team Building and Employee Gratitude

Insurance Renewals & Unscheduled Patients – Some insurance companies renew their maximum on June 1st. Pull a report of your patients due in hygiene or with unscheduled restorative treatment that have a June insurance maximum renewal date. Make calls and send letters/texts/emails that their maximum renewed and encourage them to schedule an appointment.

In fact, this is a great time to reach out to all of your unscheduled patients the insured and the uninsured. Theme: Summer Sun & Smiles

Gift Certificates – Remember to offer gift certificates for purchase. Also, Electric toothbrushes, Water Flossers and Teeth Whitening make great gift ideas. 

Looking for Marketing & Practice Growth Tips & Ideas for June? You’ll find them here: June 2022 Marketing Ideas

The Marketing and Practice Growth Tips & Ideas that I share each month, when implemented, help you to welcome more new patients, engage with the community, have more fun as a team, and get your existing patients talking positively about their experiences in your office – but, is that enough to really grow your practice? Could it be that you’re working each month to bring in more new patients but aren’t enjoying “real” practice growth? You may have healthy new patient numbers each month and full schedules, and yet, the office isn’t growing and you’re working hard, feeling stressed out.

Are you retaining and reappointing your new patients? How are you staying in touch with your unscheduled patients? What systems are in place for ensuring that your new and existing patients consistently receive great experiences in the office and over the telephone?

What does retaining, reactivating, and reappointing established patients mean for you and the patient?

  • We are creatures of habit.  It’s easier to do something we are already doing than to do something different.
  • Established relationship. (They already know, like, and trust you. You just need to focus on strengthening that relationship)
  • No marketing costs – you’ve already paid the initial investment in getting the patient.

What are you doing to keep track of your established patients? What are you doing to ensure your established patients don’t slip through the cracks? 

Doctors, I would love the opportunity to work along 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.

Are you receiving 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! Or, if you have an area(s) in the practice that you’re struggling with or you have a question/concern that you would like me to address in a future post, feel free to email me at bhaydenconsulting@gmail.com

Yours for Greater Success,

~Betty – Dental Coach

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