The two purposes of a dental office morning huddle are Problem solve anticipated problems in advance of the current day.  The team knowing where the practice stands in relationship to monthly goals and working together to come up with solutions to get on goal when needed. Not all practice owners want to set daily and monthly goals. I recommend doing so but, the practice owner decides.  The huddle also acts as a bridge for staff transitioning from their day to day lives to the business day.  Huddle Report Form: A customizable huddle form will be supplied to you. The form is gone...

The organization of a practice is, in essence, composed of ensuring you and your staff members know how to efficiently and effectively process: a. New Patientsb. Returning Patientsc. Emergency Patients When we begin with a new client he evaluates where the weak links are in handling new, returning and emergency patients. He then systematically strengthens each of the weak links through training. The following functions are a few examples of where weak links are often discovered:    a. New Patient phone callsb. Processing new patientsc. Financial arrangementsd. Patient retentione. Scheduling (low production days, no shows, cancels, etc.)f. Little or no effective...

Until a dental practice has at least a half dozen staff or more there is no real need for designating any employee as the office manager as what a real OM does is hire, train, apprentice, correct and manage the other staff. A real OM is not answering the phone, scheduling, doing financial arrangements, etc. However an OM should be able to do all these jobs better than anyone else otherwise how can she properly train, correct and manage the other staff? A vital skill for of an OM is having the expertise to train other staff. The truth is when you...

Use it or lose it marketing campaigns remind patients they have unused dental benefits that expire at the end of the year. Like clockwork, many successful practices do yearly "Use it or Lose it" campaigns. Texts: While getting your postcards or letters ready you can also simply text patients with unused benefits something simple such as, "Please call regarding your dental appointment".  Letter: Send on stationary starting in October that aligns with the month's themes or holidays: Halloween (Fall), Thanksgiving and the Christmas holiday season.  Dear (insert patient’s name),  Gentle Dental provides our patients with the best care possible.  An important part of this...