10 Top Management Tools For A Successful Practice

8 03 2013

Lois BantaCEO & Founder of Banta Consulting

Lois Banta
CEO & Founder Banta Consulting

Every practice most likely uses the management tools on Lois’ check list below. But … I believe, from time to time, we slip away and don’t use them consistently. Using these tools consistently will bring your practice more organization, profit, growth, and ultimately more fun for your team. I suggest you print this list, keep it handy and stick to it. Thank you Lois for sharing your “Tools!”

10 Top Management Tools For A Successful Practice

By Lois Banta

  1. Design systems and protocols for a good foundation of production and collections.
  2. Hire and train for positive attitude and acquire great teams with a dedication towards customer service and effective communication.
  3. Hold a “morning huddle” every day to check in on the pulse of the practice and address day to day concerns before they become major issues.
  4. Strategize each week by holding team meetings.  Set a theme for each week of:
    1. Cross training
    2. Analyzing monthly numbers
    3. Continuing Education
    4. Role play – practice communication for patient questions.
  5. Choreograph schedule for optimal productivity.
  6. Get the money off the books and into the bank quickly.
  7. Utilize excellent customer service…patient’s impression of you begins on the phone.
  8. Sharpen your clinical and practice management skills often by attending and participating in select continuing education.
  9. Inspect what you expect.
  10. Have more professional fun and find your “internal giggle.”

Lois Banta is a Dental Consultant Connection (DCC) consultant and is CEO, and Founder of Banta Consulting, Inc., established in 2000.  Lois is also the owner and CEO of The Speaking Consulting Network.  To learn more about Lois Banta, please visit http://dentalconsultantconnection.com/consultant_bio4.php or call (727) 447-4756.



The Right Patient at the Right Time

13 01 2012

Katherine Eitel shares some great advice on efficient and effective scheduling in the dental practice

Katherine Eitel

Katherine Eitel, Katherine Eitel and Associates; Creator of The Lioness Principle

I read once that 25% of the population has an assertive enough personality to speak up and tell you what they want. The remaining 75% will go where you lead them… if you lead them.

Having an appointment schedule that is pre-designed in advance to work well for the dentist, the dental team, and the practice is a benefit to patients. The practice runs on time, is efficient and effective, and rarely has the feeling of “burn-out.” It makes sense to steer the patient into a time slot that works best for the practice because this will ultimately work better for the patient.

We know from the statistic above that most patients will schedule where you would like them. We also know this from practical examples: Orthodontists would never see any patients before 3:00 p.m. if they were not good at this skill … and patients would not comply. Elective surgeries would never be done any day but Friday if hospitals and surgeons were not good at this skill … and patients were not willing to comply. It’s a matter of confidence and skill.

Assuming the practice already uses a good block-scheduling template, I recommend using what trainers call an “alternate-of-choice” communication technique such as, “Mrs. Campbell, Dr. Smith could see you for that appointment either Thursday at 11:00 or Monday at 1:00. Which would fit your schedule best?

Eliminate these phrases from your vocabulary: “Would you like to schedule that now?” “Did you want to get that scheduled?” “Are you ready to schedule that appointment?” Knowing that 1 out of 4 people will tell you if they don’t want to schedule… you have very little to lose by assuming the appointment.

I also do not recommend the phrases, “Do you prefer mornings or afternoons?” or “Which day of the week is better for you?” Remember, 25% of patients will tell you if they need a particular day or time, but 75% of the time you’ll be able to steer the patient into an appointment time that works best for you (even if they would have never picked it!) One more scheduling tip: Always start with your hardest-to-fill-times first and work out from there.

Take the lead with scheduling conversations. Patients will appreciate your confidence and finesse, and your schedule will improve.

Learn more about Katherine Eitel on the Dental Consultant Connection website www.dentalconsultantconnection.com

Reprint of the Monday Morning Stretch, 01/07/12 http://lionesslearning.wordpress.com/