If you’ve followed a recipe before, then you’ve followed a system. In this episode Sandy gives you the recipes to make sure you have a successful practice BEFORE you open your doors to the public. There are about 42 systems every single practice needs to have in place and Sandy discusses and dives deeper into each of them.
Now just having these systems is not enough, Sandy discusses how being consistent with them is crucial for success. Consistent action gives you predictability. These are the systems that her 2 million dollar solo practice’s implement and practice consistently. She discusses the systems we tend to leave out and the systems we make major mistakes on as well.
When does a day need to be saved?
When you’re not meeting your daily goals (which you should set daily goals). You can determine if you’re reaching your goal or not by mid-day. If you notice around the middle of the day, that you are behind or REAL far behind with your daily goals, then this episode will help you to apply strategies to reach those goals!
Sandy lets us know how there are so many missed opportunities because we are not looking or listening. Therefore she gives us 5 specific opportunities we need to look for (which you WILL find during the day) that will push you and your team through the finish line! From this point on, there shouldn’t be a reason for your team to not reach their daily goals.
In this episode we take on questions that you (our listeners) have for us!
We answer these specific questions:
"I have a couple questions about 'The 4 Departments Every Front Office Needs.' When you say 1-18 people one person can run the front and then 19 you would have 2 people and then 32 you would have 3, does this include the office manager or would that be in addition to the OM? We have 4 days a week with 1 doctor and 2 full time hygienists and we have 1 day with 2 doctors and 2 full time hygienists. I have another question. I know you talk about checklists to hold people accountable. Do you recommend every person on the team have their own checklist?"
"What is the best way to prevent hygiene no shows?"
Is your A/R out of order?! Have you ever overcharged a patient for treatment, perhaps their insurance company covered for more than what was initially stated, so now your patient has credit? What do you do with that credit? Some practices let that credit accumulate. Some may even feel like they can keep it. You can’t and Sandy let’s us know why.
This is a hidden topic that not many practice owners talk about, but exists and can really set you back if you are not careful. Therefore it must be addressed! This is especially helpful if you are looking to buy or acquire a practice. Make sure you check the A/R reports and see if there are any patient credits.
In this episode Sandy gives us a system on how to minimize patient refunds. She also lets us know how to slowly start chipping away at it (if we have accumulated a large sum of patient credit). We discuss the script you must tell the patient, how to handle these situations, and who to let know in the practice and who should NOT be aware in your team.
Confirming patients for their appointment is one of the most important things your front office can do. It’s not an afterthought and it’s definitely not something you just call and wing. You need a recipe for this. Systems are a recipe.
When it comes to patient confirmations, it’s all about having good control.You need to decide how protocols should be approached and then analyze and see that your protocol/ system is producing the best results. So this leads to the ultimate question: is your confirmation process producing the best results?
In this episode Sandy breaks down this process and creates a system for us that has 7 main points, so this is going to be an episode where you really want to take notes! She also lets us know some bonus points and verbage we need to have when writing confirmations, texting confirmations, and calling for confirmations.