Dental Practice Management Tips and Ideas for February 2021

Dental Practice Management Tips and Ideas for February 2021

Hello Friends,

How is your first quarter looking so far? What are you doing to ensure this is a healthy and productive year for you, your office, and your team?

Of all the things I’ve done, the most vital is coordinating those who work with me and aiming their efforts at a certain goal.” – Walt Disney

Here are a few Practice Management and Leadership Tips and Ideas for February.

February is National Time Management Month: When was the last time you reviewed all your office systems and protocols to ensure that you’re using your time efficiently and effectively?

If you’re often running behind schedule, investigate as to the reason(s) why. If you know the why… change whatever it is causing you to stray from the schedule.

You get to decide where your time goes. You can either spend it moving forward, or you can spend it putting out fires. You decide. And if you don’t decide, others will decide for you.” – Tony Morgan

Arrive at the office with plenty of time before the first scheduled patient, expect your patients to arrive on time, never wait on hygiene exams, calculate the actual amount of time it takes to do procedures, control the schedules, these things will help you stay on time.

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.

Reappointments and Reactivation – Now is a great time to reach out to your unscheduled patients both active and inactive patients.

Rather than just calling to ask if they would like to schedule an appointment, use this occasion to simply check in to see how they’re doing and let them know you’re thinking about them. This is about building and strengthening relationships. 

Take advantage of the different methods to reach them – telephone, text, email, letter/care, and your social media pages.  You’re planting little reminder seeds that you are still here for them during these crazy times.

Here is an idea: February 24th is Forget Me Not Day – This is a day to remember family, friends, loved ones, and unscheduled patients.

Remind your patients to not forget to schedule their all-important dental cleaning, examination, and oral cancer screening!

Friends, 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. 

Telephones – As a team, create your Telephone Principles (scripting guidelines) which include your goals & expectations for each call.

Practice, Practice, Practice how to effectively handle different types of calls and questions until you feel comfortable. A few tips:

  • Answer the phone during hours/days that patients are most likely to call.
  • Avoid putting callers on hold – first, find out who it is and how you can help them.
  • Call Steps: Smile, Reassure, Get Name, Discovery, Relationship Building & Scheduling.
  • NP’s – Always get their referral source. Also, ask if they have any other family members that they would like to schedule an appointment for.

To learn more, see: https://bettyhaydenconsulting.com/2020/01/30/dental-office-telephone-principles/

Insurance Claims – Send out clean claims with the correct information, provider, date of service, xrays, attachments, documentation.  Your goal is to not have any unpaid claims sitting out there past 30-60 days.  What does your insurance aging report look like? (Did you know that your collection percentage drops significantly after 90 days past due? Over 120 days past due it drops to about 30% – you lose a lot of your money the longer these claims sit out there.)

For Dental Marketing Tips and Ideas for February visit here: https://bettyhaydenconsulting.com/2021/01/05/dental-office-marketing-tips-and-ideas-for-february-2021/

As always, wishing you the very best!

I would love and truly appreciate for you to please leave a review/recommendation for me here 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 inbox each month? If not, please start following us today. If you prefer, send me your email address at bhaydenconsulting@gmail.com and I will send you an invitation to follow my blog.

Yours for Greater Success,

~Betty

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

Dental Practice Management and Leadership Tips and Ideas for January 2021

Dental Practice Management and Leadership Tips and Ideas for January 2021

Hello Friends,

“Hope Smiles from the threshold of the year to come, whispering ‘it will be happier’.”    ~ Alfred Tennyson (happier & healthier!)

December is a great time to find and create opportunities for growth in the New Year. Make your action plan for any wanted and needed improvements to your office including setting your production, collection, treatment, continuing education, and new patient goals for the new year.

While you’re at it – think seriously about any troubles, concerns and problems that occurred during the year that you do not want to repeat in the new year. What problems would you like to see solved? Take steps to make any needed changes or improvements.

“I must lose myself in action, lest I wither in despair.” –  Alfred Tennyson

Be sure to consider and reflect upon all the things that went well too. Celebrate your successes and wins!

Note: For Dental Marketing Tips and Ideas for January 2021 Visit HERE

Practice Management Tips and Ideas

Insurance Renewals – Many of your patients’ dental insurance maximums renew on January 1st. Reach out to your patients with a friendly reminder of their renewed benefits and to schedule them to come in for their hygiene visit or unscheduled treatment with the doctor. Share insurance renewal reminders on your social media pages, too.

Unscheduled Patients – It doesn’t do any good to have active patients if they’re not scheduled for a future appointment. Make plans to reach out to all your unscheduled patients and invite them to schedule an appointment for their hygiene visit or if they have unscheduled treatment plans.

Friends, 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. 

Leadership Tips & Ideas

National Clean Off Your Desk Day: 11th – Clutter represents indecision. Decide to get rid of the clutter! That includes any sticky notes attached to computer monitors, coats/sweaters hanging on the backs of chairs and fast-food drink containers sitting out on the counters.

National Bagel Day: 15th – Surprise your team and bring in bagels for breakfast 😊

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.

Wishing you all a healthy and happy start to 2021!

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

Tips and Ideas for Successful Monthly Dental Team Meetings

Tips and Ideas for Successful Monthly Dental Team Meetings

Hello Friends,

How do you feel about monthly team meetings? Do you avoid them? Do you feel like they’re a waste of time? If you do, you’re not alone. In fact, I may have heard a few doctors say they’d rather… go to the dentist than conduct a team meeting. 😉 Sorry, that was bad.  It is true though that many people have had enough bad meetings that they dread team meetings to the point of not having them at all.

Why are regular team meetings so important?  Because when conducted effectively they help to keep the team all on the same page and working toward the same goals and mission which leads to success.  Isn’t that what we all want?

Proper Planning Prevents Poor Performance

Betty Hayden Consulting Dental Coach

Which reminds me – in addition to monthly team meetings, daily huddles are critical to having more productive, happier, and less stressful work-days. If you’re not holding daily huddles or if you need some ideas to help them be more effective please visit here: Dental Office Morning Huddle Agenda Tips and Ideas

Some offices choose to conduct more frequent team meetings and/or weekly department meetings and that is totally fine but knowing that so many offices are not regularly conducting monthly meetings or not even yearly meetings – we’re taking baby steps here by recommending they get started with monthly team meetings.

Here are some tips and ideas to help you conduct effective monthly meetings.

how to conduct effective dental team meetings

Schedule – Schedule your monthly team meetings well in advance.  If we don’t reserve some time each month for the meetings life tends to get in the way and crowd out any opportunities to meet as a team.

How much time should you reserve? Ideally, one and a half to a two-hour block of time but if you can’t spare that much time to start, reserve one hour.

Assigned Leader – Rotate who leads the monthly meetings so it isn’t always the same person.  There is no reason for the meetings to only be conducted by the doctor or the office manager. Give everyone on the team the opportunity to take the lead on this.

Preparation – Post the date of the next team meeting as well as an agenda sheet. Encourage the team to add to the agenda.  All team members should arrive at the meeting on time and prepared to contribute.

At the start of the meeting record:

  • Today’s Date:
  • Team Member’s Present:
  • The meeting note-taker is:
  • Meeting time-keeper is:
  • Who will pass notes to team members not present:
  • Next months meeting will be conducted by:

TO BE CONSIDERED

Open with Positive Comments & Commendation (2-5 minutes)

  • Each employee must contribute a positive comment/experience about someone or something in the office.

Role Play / Training (5 minutes) – Topic Suggestions: Telephones, Treatment Plans, Financial Presentations, Hand-Off, New Product/Service, Etc.

Agenda Items (15 minutes) Topic, Name of Person, the Estimated time needed to discuss

Note: If you see that there is an agenda item written down to be discussed at your next team meeting and it is something that can be handled prior to the meeting or it is something that needs to be addressed with an individual employee please don’t save it for the team meeting – take care of it now.

Growth – Ideas for Improvement  (5 minutes)

Potential Stumbling Blocks – Concerns (remember to bring a solution with your concern) (5 minutes)

Numbers – Goals Vs How We’re Doing (5 minutes)

  • Production
  • Production Per Visit
  • Collections
  • Pre Appointment Percentage
  • Reviews
  • New Patients
  • Daily Open Chair Time

What’s Going On – Office News/ Office Happenings (2 minutes)

Marketing & Relationship Building – Marketing Status & Upcoming Plans  (5 minutes)

Action Items –  What? Who? When?  What is the Action Item? Who is responsible for making sure it happens? When will it be completed or is it ongoing?

Have you ever decided to implement a new idea and nothing ever happens with it? Most often this is because the expectations weren’t clearly defined and no one was assigned to see it through to completion.  We must work together to gently hold each other accountable for accomplishing the action items.

Meeting Conclusion – Closing Commendation & Positive/Happy Video or Quote – each month a different team member is assigned to contribute the next meeting’s positive/happy quote or video.

A few more tips and ideas…

Atmosphere – The atmosphere for these meetings should be warm and welcoming. This is a safe space where team members aren’t afraid to share their thoughts and ideas.

Stay in Control and on Topic – If you find that the team is going off-topic or a subject is taking longer to discuss than planned, please either bring everyone back on track and/or move that subject/topic to be discussed at a later date.   It is all too easy to lose control if we are over-discussing a topic because we don’t have 100% agreement from all team members… that’s not likely to happen so make a decision and move on.

Employee Conduct – Everyone not only arrives at the meeting on time, but they are also prepared to contribute.  Cell phones should be put on silent and away. We respect the person talking by not talking over them, not interrupting them or whispering to another employee.  Oh, and this isn’t the time to catch a quick nap.

The start of the new year is the perfect time to create a new habit for the team – regular monthly team meetings!   If you have questions or concerns about monthly team meetings – please reach out to me. I’m happy to help.

What are your practice goals for 2020? 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 complimentary telephone consultation to learn how our coaching program works, please email me at bhaydenconsulting@gmail.com.

Are you receiving my free Dental Leadership, Practice Management, and Marketing Ideas in your email inbox 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

dental practice tips and ideas from Betty Hayden Consulting

Dental Team Building Activities, Rewards, and Incentive Tips and Ideas

Dental Team Building Activities, Rewards, and Incentive Tips and Ideas

Hello Friends,

In response to the many requests that I receive for ideas to motivate and reward employees,  I’ve compiled a list of Team Building Activities, Incentives, and Reward Tips and Ideas. I have also included several team building and customer service book suggestions.

For ideas and tips on how to have a happier and more productive dental team, please visit here: A Happy Dental Team is not just a dream!

Of course, in order to have a truly happy and productive team, it starts with you!

Set the 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. You set the tone for the day, make certain that it’s a happy & productive one.

Work Hard, Have Fun, Create Beautiful Smiles.

dental team building activities rewards incentives book suggestions tips and ideas

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

Here are some ideas to get you started…

In Office Fun: Potluck lunch, Ice Cream Truck, Carry out lunch (team choice), Crafts, Games, & Puzzles. Make little gifts that you can give out to your patients at their appointments.

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

Fun with Social Media – Utilize your social media pages to show your patients and potential patients what a fun office you have.

Videos – post fun team videos on your office social media pages.

Employee Work Anniversaries – Celebrate employee work anniversaries and post pictures to your social media pages.

Pictures – take fun/silly pictures with the team and your patients to share on social media, your website, and in newsletters.

Fun Dress Up/Theme Days –

What: Decorate the office, team dresses up, small prize giveaways and snacks.

Theme Ideas: Luau, Decades, Superhero, Disney, Western, Carnival, Sports teams, Pajama Day, Silly hats/hair/socks, Etc. (visit party & dollar stores or orientaltrading.com for a ton of theme ideas)

Creativity – Brainstorm sessions with prizes for marketing ideas, solutions to improve office efficiency, and how to have more fun as a team.

Accountability – “Great teammates hold each other accountable to the high standards and excellence their culture expects and demands.” – Jon Gordon

Book Club – Purchase team building/self-improvement books for your team. During a team meeting, discuss portions of the book. Or purchase electronic devices such as a Kindle Fire for each employee and download books that can be discussed during a “book club team meeting”.

Team Building Book Suggestions:

Bring Your Whole Self to Work: How Vulnerability Unlocks Creativity, Connection, and Performance – Mike Robbins

Move Your Bus – Ron Clark

FISH! – Stephen C. Lundin and Harry Paul

Fun Is Good – Mike Veeck & Pete Williams

The Energy Bus – Jon Gordon (Actually, ALL books by Jon Gordon!)

Our Iceberg is Melting –  John Kotter

Who Moved my Cheese? – Spencer Johnson, MD

Everything is Marketing – Fred Joyal

The Go-Giver –  Bob Burg and John David Mann

How to Win Friends and Influence People – Dale Carnegie

Full Steam Ahead – Ken Blanchard

Million Dollar Dentistry – Gary Kadi

Be Our Guest –  The Disney Institute and Theodore Kinni

Start with Why –  Simon Sinek

Any other books that I should add to the list? Please message me or comment here and I’ll be sure to add to the list as soon as I read it.

Incentives/Rewards – Sometimes unexpected rewards work better than expected monthly bonuses for reaching goals. Every office is different, so if you have something that is working well for you and your team, by all means, continue doing it. However, if you would like some reward/incentive ideas for reaching daily/weekly/monthly production, collection, new patient, service/product, social media, and other goals but want to keep the rewards unexpected or more spontaneous, here you go…

In addition to  simple, yet appreciated, thank you cards; Spa Gift Card, Cash, Lunch/Breakfast, Purse/Tote bag, Gift Baskets, Plants/Flowers, Jewelry, Movie/Theater Gift Cards, Tickets to Game/Concert, Amusement Park tickets, Restaurant gift card, Gas cards and Car Wash Gift Cards.

If you would like even more ideas, be sure to follow this Pinterest Board: Employee Appreciation Gifts & Meeting Activities / Team Building Activities

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,  Pool party, Skiing, Nature hike/walk, Etc.

Continuing Education – Continuing education, not just for the providers but for 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. You can do this with in-office training, webinars, lunch and learns, and seminars/classes outside of the office.

Consider incorporating a dental continuing education class with a fun event, for example, CPR Course and Pool Party.

If you really want to have some FUN continuing education, take your team to TBSE! Have you heard about The Best Seminar Ever? Better known as TBSE? Seriously,  it absolutely is the best seminar I have ever been to. If you’re ready to boost your team and take your practice to the next level, please check it out here: TBSE -The Best Seminar Ever

Community Involvement – Visit the local farmers market, art/street fairs, Races/Run/Walk for-a-cause, Fundraisers, Parades, Etc. Be active in your community. Pass out freebies imprinted with your office information to the people attending these community events. Be sure to take pictures of you and your team out and about in the community and share to your social media pages and website.

“People rarely succeed unless they have fun in what they are doing.” ~ Dale Carnegie

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 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 what you’ve read today, please contact me at bhaydenconsulting@gmail.com.

Did you enjoy these tips and ideas?   I would love and truly appreciate for you to please leave a review/recommendation for me 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

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