1. Interview with Doctor and each staff member
a. fact finding and assessment
b. desired goals
2. Introduction
a. communication
b. motivation
c. management styles
d. production/productivity
e. staff meetings and huddles
3. Appointment book control
a. blueprints
b. programming/color coding
c. emergencies/urgencies
d. scripts
e. production | 4. Staff Meetings
a. perfect huddle
b. weekly staff meetings
1. director
2. auditor
3. agenda
4. items
5. Scripts a. appointment
b. hygiene
c. collection
d. new patient
e emergencies/urgencies
f. headache patients 6. New Patient Experience
a. phone
b. first iimpression
c. hygiene/Dr.
d. treatment
e. scripts
f. welcome letters
g. rapport/personal
h. personal note
i. exam, thorough, DA
j. patient & Dr. responsiblilties
k. second apointment
l. case presentation:
1. gaining trust
2. personality & social styles
3. learning ladder
4. slides/scripts
5. financial arrangements
6. 5 levels
m. follow up
| 7. Collections
a. front desk
b. payment programs
c. scripts, phone and in person
d. statements
e. small claims
f. insurance
8. Marketing
a. internal
b. external
9. Hygiene
a. recall/recare
b. PRRC
c. phone coordinator
d. scripts
10. Management
a. systems
b. team concept
c. quarterly reviews
d. job descriptions
e. hiring, terminating, resume, positive/negative, interview, references
11. Vital Statistics
a. charting the pratice's growth |
