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In this new episode of the Dental Diaries Podcast, Jess shares her experience transitioning from Dental Hygiene to Treatment Coordinator. She tells us how she felt unsure at first about the change, but gradually got used to it by starting slowly and taking on more tasks over time. Jess talks about how she had to learn to talk to patients differently and even manage social media for our office. She also shares some tips for others in her shoes, such as not giving up when things get tough and always striving to improve.@01:23 Role of a Treatment Coordinator@03:08 The slow transition@06:13 Full-Time Switch@12:52 Advice to being patient advocate@16:54 Full-pledge Treatment coordinatorAbout The Dental Diaries Podcast Welcome to the 3D Dentist Team Podcast, The Dental Diaries, where we explore implementing the 3D dentist systems from a team perspective. Join me, Meredith, and my co host, Aubrey, as we share insights on cultivating growth and support within your dental team. Whether you're new to the dental field or a seasoned pro, our podcast dives into topics like effective team dynamics and patient care strategies.Expect engaging discussions and expert insights to elevate your dental practice. So hit subscribe and join us on this journey to transform your practice with the 3D Dentist team podcast, The Dental Diaries. And like always, keep flossing and stay bossing!Social MediaAubrey Rosenbaum Instagram - https://www.instagram.com/aubreylayne/LinkedIn - https://www.linkedin.com/in/aubrey-rosenbaum-000190120/Meredith Cooper JonesInstagram - https://www.instagram.com/merecoopjones/LinkedIn - https://www.linkedin.com/in/merecoop/
No matter the specialty, treatment acceptance is the lifeblood of every practice. In a good number of practices, an excellent treatment coordinator is behind exemplary treatment acceptance. So, what is a good treatment coordinator (TC)? What makes them unique and better than other TCs? In this episode, Dr. Kuba and Bethany discuss the core qualities that make great TCs. As a foundational quality, treatment coordinators have an insatiable desire to close cases, which leads them to obsess over every detail of the encounter. They seek to know and understand their patients while communicating with them in a way that is effective and achieves the desired result. An excellent treatment coordinator is always tracking potential trends and tweaking fine details to ensure that the acceptance rate improves. If a practice is missing a treatment coordinator, then the doctor usually assumes the role. Because treatment acceptance is such a valuable part of every practice, this episode cannot be missed!Previous Episodes Worth Revisiting: Bethany's Top Ten Treatment Acceptance TipsShould I Offer Financing or In-House Financing?
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Treatment Coordinator BootCamp https://newpatientgroup.com/ortho-bootcamps/transform-your-treatment-coordinator-into-a-financial-expert/AAO MasterClass Registration https://startmoresmiles.com/aao-2024-masterclass/Dr. Marc Olsen and Brian Wright National Webinar https://us06web.zoom.us/webinar/register/5417133761301/WN_aI77kUvbRw-o0ggkWzkPhg#/registrationNPG Iconic Registration page https://newpatientgroup.com/npg-iconic/Embark on an enthralling quest with us to conquer the elusive peak of customer service in healthcare! I'm Brian Wright, your guide through a series that promises to equip you with the strategies to not just meet but exceed the gold standard of customer care set by icons like Walt Disney and Montage. This season, we're tearing down misconceptions and rebuilding your understanding of what it truly means to serve patients with excellence. Get ready to transform your practice's approach with our insights into enhancing every patient interaction, integrating digital strategies, and creating an unforgettable journey that keeps patients coming back for more.As we navigate the intricacies of patient compliance and retention, you'll uncover the art behind perfecting job roles and communication to avoid costly no-shows and to elevate the overall patient experience. We're dissecting the importance of evaluating your practice's operations to seal any leaks that could be dampening your success. From the first phone call to the final appointment, each step is a chance to leave a lasting impression on your patients, fostering loyalty and driving innovation within your healthcare practice. Tune in to revolutionize your customer service and watch as your business thrives.www.WrightChat.comWe answer your new patient phone calls, speak just like own your own employees, remote into your management software and schedule new patients according to your protocols. We can answer all your new patient phone calls or the new patient calls you are missing. We are a fully personalized new patient call answering concierge. All agents are USA based, highly trained and once you experience our service you will never go back. www.NewPatientGroup.com - The Patient Experience Company The Future of Online Marketing and Practice Consulting. There are three essentials to operating a practice and a business at the highest of levels. We include them all under one roof to help you streamline them all. They include: 1) Leadership and Culture. 2) Team Training. 3) Online Marketing. Leadership and culture services all include business coaching, life coaching, career coaching for your team, and much more. Team training focuses on training your team on skill-sets that include sales, hospitality, customer service, verbiage, presentation, consumer psychology and more. We then teach them how to apply those skill-sets to the new patient phone call, new patient experience, digital workflow, treatment coordinator exam, doctor exam, financial case presentation, pending treatment, observation and also every consumer interaction they will have with patients that have bought treatment from you. Online marketing services include a fully personalized approach that customizes everything according to the vision you have and the business you want to be. Services include custom website design, search engine optimization, social media marketing and management, youtube video marketing, logo creation, professional blogging and more! Trusted by the Best: WrightChat and/or New Patient Group customers include:
We are delighted to welcome Lourdes Berlanga as our guest for this week's episode of The Fearless Dentistry Podcast. Lourdes is the Director of Practice Development and the Treatment Coordinator for an orthodontic practice in Los Angeles, California.Although Lourdes could not pursue her lifelong dream of becoming a doctor, she ultimately found her purpose in dental care, starting with the basics in the field and gradually advancing to administrative roles. She later acquired graphic design, marketing, and communication skills to help her reach a broader audience when promoting dental practices. Lourdes joins us today to discuss her responsibilities as Director of Practice Development and Treatment Coordinator, as both roles are essential for the growth and maintenance of the practice and pivotal for shaping the overall patient experience. Join us as Lourdes shares valuable insights on growing a dental practice from her years of hands-on experience. Show Highlights:The marketing component that Lourdes finds most effective for attracting the right kind of patients to a dental practice.How Lourdes incorporated music into a successful marketing strategy she used to reach out to workers in Northern CaliforniaWhy a treatment coordinator is an integral part of a dental practiceWhy doctors and dentists must listen to their staff firstHow many patients become emotional when validated and feel understoodWhy effective communication is crucial when marketing dental practicesThe importance of using appropriate language and tailoring marketing communication to the listenerHow clear communication, consistent messaging, simple language, and repetition help to build patients' trust in a practiceWhy dentists need to treat their staff respectfully and regard them as integral parts of the teamWhy a human connection is invaluable in the dental fieldLinks and Resources Lourdes Berlanga on LinkedIn
Welcome to the treatment coordinator realm! Consultants Tiff and Dana closely analyze what a treatment tracker is and how you can use one most effectively for your practice. They touch on: What a tracker can look like (they can be different for each person) How to identify trends through the tracker—and what trends to look for Why establishing the 2-2-2 method for follow-up is critical And more! Episode resources: Reach out to Tiff and Dana: hello@thedentalateam.com Listen to episode 400, The Best Way to Follow Up With Patients Practice Momentum Group Consulting Subscribe to The Dental A-Team podcast Become Dental A-Team Platinum! Review the podcast
Sponsors: For modern dental practices, membership plans are the way forward — but not just any plan will do. Look ahead with the platform that puts you in control, effortlessly. Mention Dental Drill Bits for 60 days FREE! https://www.planforward.io/ Are you curious about how to elevate patient care and streamline processes in your dental practice? Wondering if appointing a treatment coordinator could make a remarkable difference? This episode provide insights and practical advice on the exact topic. In this engaging conversation, Sandy and Michael delve into the roles and benefits of having a dedicated treatment coordinator in a dental practice. Drawing from her personal experience with a treatment coordinator, Sandy emphasizes the critical role of patient education and effective communication in driving treatment acceptance. In our discussion, they explore the responsibilities of a treatment coordinator and how this role can significantly contribute to your overall success. They discuss the importance of having not only a clear understanding of treatment options and financial aspects but also effective appointment coordination skills and a flair for communication. Sandy talks about the essential qualities an efficient treatment coordinator should possess and provides advice for practice owners contemplating implementing this role. To wrap up the episode, we remind everyone to focus on patient education, maintaining open channels of communication, and providing exceptional care right from the get-go. What You'll Learn in This Episode: The importance of a treatment coordinator in your dental practice. How a treatment coordinator can improve patient care. The key responsibilities of a treatment coordinator. The necessary qualities a successful treatment coordinator must possess. Practical advice for implementing and supporting a treatment coordinator role in your practice. So tune into this insightful episode and learn how to transform your practice through effective patient coordination!
In this episode of the Millennial Dentist Podcast, Jess and I discuss her career transition from Dental Hygienist to Treatment Coordinator. We explore the dynamic changes in the hygienist team and the challenges of implementing new ideas. Our focus then shifts to the significant transition out of hygiene, providing insights and advice on trusting the process and adapting to new roles. The conversation continues with the role of a full-time treatment coordinator, emphasizing the importance of creating and maintaining effective systems in a dental practice. We also explore how to manage closed dental cases, highlighting the need for strategic follow-ups and dedicated communication. Overall, this episode takes you through a comprehensive journey of leadership, career transitions, and successful practice management in the dental field. @3:28 Hygiene Team Leadership Journey @9:42 Slow Career Transition @18:21 Full-Time Treatment Coordinator @23:01 Dental System Mastery @30:48 Success in Closed Cases Who is Dr. Sully Sullivan? Dr. Sully is a fourth-generation dentist from Nashville, Tn. After receiving his doctorate of dental surgery from the University of Tennessee, he moved back to Nashville to practice with his father. By continuing to invest in his education through adult orthodontics, soft tissue grafting, dental implants, third molar extractions, and obstructive sleep apnea, he helped double his practice in just 24 months. As a millennial, he truly believes in working smarter not harder, which has led him to utilize technology to not only deliver better patient care but more efficient care. Dr. Sullivan regularly uses CEREC, 3D imaging with Galileos, 3D printing, and multiple lasers. In addition to his practice, he started the Millennial Dentist Podcast in February of 2017 to help push his fellow colleagues to take their dental careers to the next level. Dr. Sully lectures around the country on cone beam technology, cad/cam dentistry, obstructive sleep apnea, and practice management. He is also an ambassador for the 3D-Dentist teaching facility in Raleigh, NC. As always, thanks so much for listening! If you like the show, we would love for you to review the show on Apple Podcasts as well as spread the word! If you have any questions or want to get in touch, shoot me an email at millennialdentist@gmail.com Links and Resources Richard Sullivan, DDS Partner, Sullivan Dental Partners Co-host/Founder of the Millennial Dentist Podcast http://www.millennialdentist.com www.drsullysullivan.com c. (615)574-8208 w. (615)373-1012 Visit Us On Social Media MillennialDentist@gmail.com The Millennial Dentist Website: http://millennialdentist.com/ Millennial Dentist Facebook Page: https://www.facebook.com/MillennialDentist Millennial Dentist Twitter: https://twitter.com/millennialdds Millennial Dentist Instagram : https://www.instagram.com/millennialdentist/ Dr. Peyman Instagram: https://www.instagram.com/drpeyray/ Dr. Sully's Website & Blog: http://www.drsullysullivan.com is also an ambassador for the 3D-Dentist teaching facility in Raleigh, NC.
When does it make sense to hire a Treatment Coordinator? And if you already have one, how should you best utilize them? And should you considering adding another? This week, Jeff answers those questions and discusses what you can do to increase patient volume to the point where adding a Treatment Coordinator is worth the investment. Treatment Coordinator Training Course - https://ddssuccess.com/p/treatment-coordinator-training-course Overview of the Treatment Coordinator job - https://www.youtube.com/watch?v=QYot0vTsSyc Free Consultation - https://www.mgeonline.com/free-practice-analysis
We've discussed the job duties of several positions, such as the Receptionist, Treatment Coordinator, Office Manager, etc—but what about the Owner? Owning a dental practice IS a job, too! So this week, Sabri Blumberg joins us to discuss the six core job functions the Owner needs to perform and that should never be delegated to anyone else. Learn more about MGE - https://mgeonline.com Free Consultation - https://www.mgeonline.com/free-practice-analysis
Today, I am excited to have my friend Janelle Baum back on the show! You may have remembered her from previous episodes, but she is here today to share some exciting updates on her ortho career journey.Janelle was a rockstar TC, turned social media influencer, well-known industry speaker, and Bizzy expert. Her journey is inspiring, and her knowledge of marketing your practice via TikTok and social media will give you something to chew on.https://www.instagram.com/the_ortho_influencer/https://www.tiktok.com/@_noodleish_https://www.facebook.com/JanelleBaum1234https://www.getbizzy.social/ Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
The success of an orthodontic practice often hinges on the careful orchestration of clinical expertise and effective business management.While the orthodontist focuses on delivering great ortho and providing overall leadership and vision, there's often a behind-the-scenes hero who ensures the practice runs smoothly - the Director of Operations.In this episode, I am joined by Nicole Pruitt, the Director of Operations at Boschken Orthodontics. She has been instrumental in the practice's success and shares what it takes to deliver on this role.Nicole's partnership with Dr. Boschken highlights the significance of having a trusted individual by your side in your practice. Dr. Boschken often credits Nicole as a key factor in their success and emphasizes her role as the "better half" when discussing the practice's achievements.Nicole's career path may not have followed a traditional route to orthodontic management.She started her professional journey in sales before joining Boschken Orthodontics in 2011 as a Treatment Coordinator and eventually to her current role.Nicole's sales background has proven to be a valuable asset in her role. She has brought the principles of sales, customer service, and effective communication into the practice. This also dispels the myth that you need someone with a formal business school background, such as an MBA, for this role.Finding the right Director of Operations can be challenging, and the road is littered with relationships that have fallen apart where people tried to make it happen.Even though there's no one-size-fits-all formula for finding the right person, Nicole and I go through some qualities to look out for and some mistakes to avoid.Tune in!Key Takeaways- Nicole's background and entry into orthodontics (00:59)- Qualities of a successful director of operations (05:10)- Importance of having a right-hand person (07:04)- The visionary and leadership role of an Orthodontist (17:02)- Biggest mistakes in hiring director of operations (26:19)- The feedback fix (32:22)- Nicole's favorite part of her job (35:08)Additional Resources
We are joined by Shelly VanEpps to discuss Powerful Insights for Dental Team Success and more!Shelly has an impressive career spanning the past 22 years in dentistry working in almost all clinical and non-clinical areas of the dental practice including Office Manager, Team Leader, Treatment Coordinator, Insurance Specialist, New Patient Coordinator, Hygiene Assistant, and Chairside Assistant. Shelly is able to aid doctors and their team by coaching them through challenges and improving efficiencies.Learn more:https://www.allstardentalacademy.com/ ***** SPONSOR: – Omni Premier Marketing: https://omnipremier.com/dental-marketing/ CONNECT: – Facebook: https://www.facebook.com/thedentalbrief/ – Instagram: https://www.instagram.com/thedentalbriefpodcast/ – LinkedIn: https://www.linkedin.com/in/dental-brief-podcast-564267217 – Patrick's LinkedIn: https://www.linkedin.com/in/pchavoustie/– Youtube: https://www.youtube.com/channel/UCd08JzybKfNH0v12Q9jf50w WEBSITE: – https://dentalbrief.com/
In this Ortho Marketing Podcast, Dean Steinman is joined by Janelle Baum, Sales and Marketing Representative of GetBizzy. Also known as the Energetic Orthodontic Influencer! They discuss about Unleashing Creativity, Boosting Patient Compliance and Communication.About Janelle BaumHey there! Are you ready to take your dental practice to new heights? Curious to know who the heck is Janelle Baum and why she's known as the "Ortho Influencer"? Let's spill the beans! Janelle wears multiple hats that can help transform your office. First and foremost, she is Dr. Benjamin Winters' trusted Sales and Marketing Representative, working closely with the largest dental creator in the world, famously known as "The Bentist" (@thebentistofficial).To unlock the secrets of mastering organic social media, you can set up a discovery call with Janelle to dive into Ben's incredible online course, Bizzy. Through this course, you'll learn how to boost your practice's visibility, engage with your audience, and increase conversions. Visit the link in her bio or head over to www.getbizzy.social to schedule your discovery call.But wait, there's more! Janelle also brings her expertise as a Treatment Coordinator Coach, boasting a solid track record of achieving a 90% conversion rate during her successful 7-year tenure at Aszkler Orthodontics. If your Treatment Coordinator needs some coaching, she's here to help.As an experienced improv actor, Janelle knows how to captivate an audience, making her the perfect speaker for conferences or host for webinars on enhancing office culture, improving patient compliance, and boosting office communication through social media and other platforms.And if you're looking for some laughter and entertainment, Janelle is available to create funny social media skits for your product or service.Let's connect and discover how she can bring value to your practice or business and take your sales to the next level. DM Janelle for more details. She really hopes to see you soon in a discovery call, where she'll edutain you on what Ben's course, Bizzy, has to offer – it's a game changer in the Orthodontic industry.LinkedInFacebookInstagram
In this Ortho Marketing Podcast, Dean Steinman is joined by Janelle Baum, Sales and Marketing Representative of GetBizzy. Also known as the Energetic Orthodontic Influencer! They discuss about Unleashing Creativity, Boosting Patient Compliance and Communication.About Janelle BaumHey there! Are you ready to take your dental practice to new heights? Curious to know who the heck is Janelle Baum and why she's known as the "Ortho Influencer"? Let's spill the beans! Janelle wears multiple hats that can help transform your office. First and foremost, she is Dr. Benjamin Winters' trusted Sales and Marketing Representative, working closely with the largest dental creator in the world, famously known as "The Bentist" (@thebentistofficial).To unlock the secrets of mastering organic social media, you can set up a discovery call with Janelle to dive into Ben's incredible online course, Bizzy. Through this course, you'll learn how to boost your practice's visibility, engage with your audience, and increase conversions. Visit the link in her bio or head over to www.getbizzy.social to schedule your discovery call.But wait, there's more! Janelle also brings her expertise as a Treatment Coordinator Coach, boasting a solid track record of achieving a 90% conversion rate during her successful 7-year tenure at Aszkler Orthodontics. If your Treatment Coordinator needs some coaching, she's here to help.As an experienced improv actor, Janelle knows how to captivate an audience, making her the perfect speaker for conferences or host for webinars on enhancing office culture, improving patient compliance, and boosting office communication through social media and other platforms.And if you're looking for some laughter and entertainment, Janelle is available to create funny social media skits for your product or service.Let's connect and discover how she can bring value to your practice or business and take your sales to the next level. DM Janelle for more details. She really hopes to see you soon in a discovery call, where she'll edutain you on what Ben's course, Bizzy, has to offer – it's a game changer in the Orthodontic industry.LinkedInFacebookInstagram
Welcome to another insightful episode of our podcast, where we delve into the fascinating world of dental practices. In this episode, we shine a spotlight on a crucial role within the dental team: the Treatment Coordinator. Join Gary as he explores the multifaceted responsibilities and importance of a Treatment Coordinator in ensuring seamless patient care and practice success. Get ready to gain valuable insights and practical tips in this enlightening discussion. Let's dive in!
In this Ortho Marketing Podcast, Dean Steinman is joined by John Iuzzini, the Director of Accounts at Ortho Marketing. They discuss 4 tips for your treatment coordinator to bring in more patients.
In this Ortho Marketing Podcast, Dean Steinman is joined by John Iuzzini, the Director of Accounts at Ortho Marketing. They discuss 4 tips for your treatment coordinator to bring in more patients.
In this episode, Meredith and I discuss the benefits of having a dedicated treatment coordinator and how it can help boost your dental business. At 3D Dentist, we have a four-step process that our dedicated treatment coordinator follows in their role. Firstly, they should be able to present cases to the patient and provide them with a financial menu. Once a treatment plan is created, they should follow up with the patients to ensure progress and receive updates. The treatment coordinator should establish a connection with the patients, making them feel important and eager to return for the necessary procedures. Lastly, they should be capable of conducting patient consultations to ensure the provision of the best dental service possible.If you're interested in acquiring a dedicated treatment coordinator or improving your dentistry business for increased productivity and profitability, check out the 3D Mastermind Coaching Program at https://3d-dentists.com/.@1:33 - Who is a Treatment Coordinator@4:12 - Being capable to present a case@7:17 - The power of patient follow-ups@11:58 - Building unbreakable patient relationships@14:13 - Connecting through Consults
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
www.WrightChat.comWe answer and schedule your new patient phone calls either as your primary or backup - Stop using outdated answering services as nobody leaves voicemails anymore ... We speak just like your own employees, remote in and schedule new patients and they never know a "third party" answered!www.NewPatientGroup.com/FreeCoursesAt New Patient Group, we are more than just orthodontic practice consultants. We are a transformational coaching and digital marketing company bringing outside of orthodontics expertise to orthodontic practices wanting to thrive in the new economy. We come from outside your orthodontic practice “bubble” with real expertise in all the non-clinical skill sets you and your team must have to succeed in today's commoditized orthodontic industry. We are described by others as having an “underground cult following” with a client retention rate of over 98% and the biggest orthodontist names as clients while spending virtually nothing on advertising. We are founded by Brian Wright, a world-renowned expert in business growth, sales, customer service, and consumer psychology. He is also a trusted speaker for the finest companies in the world, including Invisalign, Henry Schein, Dental Monitoring, OrthoFi, and others. He has been described as a combination of the team from Shark Tank and Marcus Lemonis from The Profit. The best orthodontists in the world utilize our innovative coaching and marketing services to become better versions of themselves, streamline their practices, advance their careers, break through plateaus, improve conversion, increase new patients, and more! Schedule a Free Consultation today and let us learn more about you, your orthodontic practice, and how we can customize something specific to your wants/needs.
I truly enjoy living with integrity and helping business owners make the best decisions with their time, money, marketing, and health which is why I have had the honor to help hundreds of orthodontists since 2014 to build incredible lives by growing their practices and serving their communities. Serving more people involves much more than … Conclusion of The Ultimate Treatment Coordinator Read More » The post Conclusion of The Ultimate Treatment Coordinator appeared first on HIP Creative.
Welcome to the latest installment of our Orthodontic Practice Growth Series! If you've been following along, you know that we've already covered the efficacy of training your scheduling coordinator to respond to leads promptly and effectively (in Book 1: Front Desk Secrets), as well as how to build a stellar treatment coordinator who ensures those … Visualizing Your Future Plans: Chapter 8 of The Ultimate Treatment Coordinator Read More » The post Visualizing Your Future Plans: Chapter 8 of The Ultimate Treatment Coordinator appeared first on HIP Creative.
As we've seen, the new patient journey is the backbone of orthodontic practice growth. From the first point of contact to commencing treatment, every stage must be executed with precision, empathy, and efficiency. By implementing the strategies outlined in the Orthodontic Practice Growth Series, your front desk and scheduling coordinators, as well as the treatment … Tying It All Together: Chapter 7 of The Ultimate Treatment Coordinator Read More » The post Tying It All Together: Chapter 7 of The Ultimate Treatment Coordinator appeared first on HIP Creative.
In the ever-competitive world of healthcare, retaining patients and ensuring they receive the best possible care is paramount to the success of your practice. Despite your team's commitment to helping patients make informed decisions, there will always be those who are not yet ready to pursue treatment, leaving your practice on a “pending” status. This … Tracking and Following Up with Pending Patients: Chapter 6 of The Ultimate Treatment Coordinator Read More » The post Tracking and Following Up with Pending Patients: Chapter 6 of The Ultimate Treatment Coordinator appeared first on HIP Creative.
In today's fast-paced world, dental practices are striving to keep up with the demand for efficient and prompt services. One proven strategy that has been working wonders for many dental offices is starting the treatment on the same day as the free consultation. But why is it so crucial to get the patient in the … Positioning the Same-Day Start: Chapter 5 of The Ultimate Treatment Coordinator Read More » The post Positioning the Same-Day Start: Chapter 5 of The Ultimate Treatment Coordinator appeared first on HIP Creative.
For many patients, the cost of orthodontic treatment is a major barrier to getting the care they need. Oftentimes, patients will put off treatment because they don't have the money upfront to pay for it. As a result, it's important for your treatment coordinator (TC) to be able to discuss treatment costs in a way … Employing Fee and Pricing Strategies: Chapter 4 of The Ultimate Treatment Coordinator Read More » The post Employing Fee and Pricing Strategies: Chapter 4 of The Ultimate Treatment Coordinator appeared first on HIP Creative.
The success of any orthodontic practice is based on their ability to bring new patients in the door. However, if you are already seeing a large number of patients, it can be difficult to accommodate the influx of new consults without having to work longer hours. In this blog post, we will discuss how the … Implementing the 30-Minute Consultation: Chapter 3 of The Ultimate Treatment Coordinator Read More » The post Implementing the 30-Minute Consultation: Chapter 3 of The Ultimate Treatment Coordinator appeared first on HIP Creative.
Change is inevitable, and this is especially true when it comes to business. As the world around us shifts and evolves, so too must our businesses. While change can be uncomfortable, it's often necessary in order to achieve growth within our organizations. This is especially true for those in the orthodontics industry who are striving … Fostering the Right Mindset: Chapter 2 of The Ultimate Treatment Coordinator Read More » The post Fostering the Right Mindset: Chapter 2 of The Ultimate Treatment Coordinator appeared first on HIP Creative.
When a lead comes to your office for an initial consultation, they are taking a leap of faith. They know they want to get their crooked teeth straightened, but they don't know if they will like you, your office, or your team. They're not sure if the process will fit into their life and schedule. … Reevaluating the Treatment Coordinator (TC) Role: Chapter 1 of The Ultimate Treatment Coordinator Read More » The post Reevaluating the Treatment Coordinator (TC) Role: Chapter 1 of The Ultimate Treatment Coordinator appeared first on HIP Creative.
Introducing Book 2 of The Orthodontic Practice Growth Series—The Ultimate Treatment Coordinator: Closing Secrets of the Nation's Top 1% Orthodontic Practices by Luke Infinger! This series focuses on the Treatment Coordinator role, which is the person responsible for inspiring new patients to make the commitment to the process of straightening their teeth and building a … Introduction to The Ultimate Treatment Coordinator Read More » The post Introduction to The Ultimate Treatment Coordinator appeared first on HIP Creative.
Brooke Oliphant, Treatment Coordinator Coach, Speaker & Founder of Straight-Up Sales Orthodontic Coaching, joins Dean to talk about tips you can implement today to help transform your TC into a Rockstar and bring in more starts for your practice!Straight-Up Sales Orthodontic Coaching was founded by Brooke Oliphant, a high-converting and awarded Treatment Coordinator with a lifetime of experience as an entrepreneur, to empower Orthodontic Treatment Coordinators with the sales skill sets and confidence necessary to increase practice profitability. This is accomplished via an online education platform and custom 1-to-1 coaching. Their partnership results in elevated same-day contracts, increased conversion rates, a uniquely designed New Patient Experience that "sells itself", and practice profitability that's scalable to meet and exceed both short-term and long-term goals. "It's my belief that we can always better our best. Straight-Up Sales is a perfect partner for growth-focused Doctors and Treatment Coordinators looking to take their practice and career to the next level." ~ Brooke Oliphant
Brooke Oliphant, Treatment Coordinator Coach, Speaker & Founder of Straight-Up Sales Orthodontic Coaching, joins Dean to talk about tips you can implement today to help transform your TC into a Rockstar and bring in more starts for your practice!Straight-Up Sales Orthodontic Coaching was founded by Brooke Oliphant, a high-converting and awarded Treatment Coordinator with a lifetime of experience as an entrepreneur, to empower Orthodontic Treatment Coordinators with the sales skill sets and confidence necessary to increase practice profitability. This is accomplished via an online education platform and custom 1-to-1 coaching. Their partnership results in elevated same-day contracts, increased conversion rates, a uniquely designed New Patient Experience that "sells itself", and practice profitability that's scalable to meet and exceed both short-term and long-term goals. "It's my belief that we can always better our best. Straight-Up Sales is a perfect partner for growth-focused Doctors and Treatment Coordinators looking to take their practice and career to the next level." ~ Brooke Oliphant
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
www.NewPatientGroup.com/FreeCourses www.WrightChat.com - We answer and schedule your new patient phone calls either as your primary or backup - Stop using outdated answering services as nobody leaves voicemails anymore ... We speak just like your own employees, remote in and schedule new patients and they never know a "third party" answered! At New Patient Group, we are more than just orthodontic practice consultants. We are a transformational coaching and marketing company bringing outside of healthcare expertise to orthodontic practices wanting to thrive in the new economy. We come from outside your orthodontic practice “bubble” with real expertise in all the non-clinical skill sets you and your team must have to succeed in today's commoditized orthodontic industry. We are described by others as having an “underground cult following” with a client retention rate of over 98% and the biggest orthodontist names as clients while spending virtually nothing on advertising. We are founded by Brian Wright, a world-renowned expert in business growth, sales, customer service, and consumer psychology. He is also a trusted speaker for the finest companies in the world, including Invisalign, Henry Schein, Dental Monitoring, OrthoFi, and others. He has been described as a combination of the team from Shark Tank and Marcus Lemonis from The Profit. The best orthodontists in the world utilize our innovative coaching and marketing services to become better versions of themselves, streamline their practices, advance their careers, break through plateaus, improve conversion, increase new patients, and more! Schedule a Free Consultation today and let us learn more about you, your orthodontic practice, and how we can customize something specific to your wants/needs.
In this episode, we talked about the importance of having a Treatment Coordinator on the team. They are the ones who manage patient care and make sure everything comes in place. The work they do helps to increase the earnings and make sure to manage the patient situation.Make sure to watch out for the key concepts in this episode:2:47 Treatment Coordinator: Job Description8:31 Daily Work as a Treatment Coordinator11:07 Does your team need one?
In this episode, Dr. Tarun Argarwal comes on the show with Aubrey Rosenbaum of Sullivan Dental Partners to talk about the role of an ‘Operations Manager.'As the team expands, chaos looms in the dental office and that's when ‘Operations Managers' step in to lead and systemize the situation. For today's episode, we go in depth about what an operations manager is, its purpose and why it is needed.Make sure to watch out for the key concepts in this episode!@2:22 When do you need an Office Manager?@4:50 Aubrey stepping into the role of Operations Manager@14:31 ‘Systemization'@23:47 Business Development@34:49 Ideal day of an Office Operations Manager
This week we are lucky enough to have Janelle Baum back on Hey Docs! Last time we had her on to talk about her TikTok account and how she leveraged her gift in comedy to grow her following. Today we are talking about her role as a treatment coordinator and how she has leveraged the same skills to break out of the traditional box of ""just a team member working in an office."" Janelle is the epitome of an intrapreneur and shares tips and tricks for making the TC room your own. So whether you are a doctor or a team member, you will want to catch this episode. Her background in becoming a treatment coordinator 1:14Changes Janelle is seeing in this industry 5:43Bringing her humor into the TC 10:53Helping treatment coordinators connect better with their patients 13:50From job to career 16:45Any tools that are really helping you right now? 22:18Getting started with social media 24:47“It's just trusting the process of ‘OK, these people trust us.' They see a little bit of the doctor and most of the TC, but if you educate them and inform, and influence your patients of what to expect at that consult, they're not going to think any different like ‘Why is the doctor here for only 3 minutes? I expected him for 10.' So if you educate and influence your patients before they come in on what to expect, it's golden.” 9:07TikTok: @noodlebaum1226 Instagram: @noodlebaum Facebook: Janelle Baum
In this week's episode, Ericka talks about how important it is to explain your patient's dental benefits. Our patients do not understand how their plans work and we need to do a better job at explaining how we calculate their co-payments. Listen in as Ericka shares how she used to explain plan benefits to her patients when she was a Treatment Coordinator. Higher case acceptance starts with helping your patients understand their dental benefits as it builds trust through transparency. We hope you enjoy this episode! To speak with Ericka:admin@dentalbillingcollege.comFollow on IG:@dental_billing_coachLeave us a rating and let us know if you are enjoying the free content we put together for you every week! With TONS of gratitude-Dental Billing College
We have received a ton of great questions from listeners recently, and many are about universal topics that would be helpful for anyone. So in our first “listener Q&A” episode, Jeff answers questions about case acceptance. 1:44 – What to do when the patient says “I want to think about it”? 11:42 – What if the patient only wants to do what the insurance covers? 18:53 – When and how should I bring up the fee? 28:38 – Should I present some now and some later? 36:40 – When should I bring in the Treatment Coordinator? 39:49 – What if the patient needs to talk to their spouse before making a decision? The MGE New Patient Workshop - https://www.newpatients.net/ The MGE Communication & Sales Seminars - https://www.mgeonline.com/abc MGE Power Program - https://www.mgeonline.com/power-program
Everyone's least favorite part of the case acceptance process is when you have to bring up the fee and ask for the money—but it's important you do it right because it will ultimately determine whether the patient gets the treatment they need. So this week, Jeff brings on special guest Sabri Blumberg to give some great tips on how to approach the financial discussion. 4:36 – When to begin the financial discussion 17:10 – When to do the “hand off” to the Financial or Treatment Coordinator 24:13 – Using third party financing intelligently 37:11 – Prepayment 41:21 – If the patient changes their mind after talking to the doctor Treatment Coordinator Course - https://ddssuccess.com/p/treatment-coordinator-training-course Learn more about MGE - https://www.mgeonline.com
Michelle loves her job, but does it pay well??
As part of the first installment of our Deep Dive series, we're joined with one of di's top performing practices. The incredible team from Dr. Arooni's office sits down with us to discuss efficient office processes, awesome team dynamics, and systems that just work. Tune is as their Treatment Coordinator, Farrah Marashi, and Office Manager, Priscilla Delarosa, chat with us from Chandler, AZ.Highlights:How a family-like office culture makes communication easyThe impact of asking patients for reviews while in the chair vs. after the appointmentHow the Morning Huddle is a game-changerTips to having a more collaborative team to reach your goalsProcesses that make collecting payments easierThe difference that treating your patients the way you want to be treated can haveFor more info, visit https://www.yourchandlerdentist.com/or https://www.dentalintel.com/
Katherine T. Kelly, Ph.D., M.S.P.H. is a licensed psychologist in her own psychotherapy and consulting practice in Winston-Salem, North Carolina. She completed her Bachelor's Degree in Psychology from the University of Southern Colorado (1992), and both her Master's (1995) and Doctorate in Counseling Psychology (1999) from Indiana State University. She also earned a Master of Science in Public Health degree (2000) from the University of Missouri-Columbia where she completed a Post-Doctoral Fellowship in the university's Department of Family and Community Medicine. She has received specialized training from the Mind-Body Medical Institute of Harvard University, and has been trained in various holistic, natural health, and spiritual methods of healing. With 31+ years of direct clinical experience, Dr. Kelly doesn't just believe in helping others to heal; instead, her mission is to help them to evolve. Using her own integrative framework—the Soul Health Model (https://www.drkatherinetkelly.com/soul-health-model/)—Dr. Kelly approaches her work with clients from a psycho-spiritual perspective. She provides a uniquely progressive, yet down-to-earth approach to healing and is well-known in both the therapeutic and medical communities. She thrives as she helps clients to reach what she calls conscious evolution through a variety of self-designed methods. Her dedication to healing has been widely recognized as she was the recipient of the 2006 Provider of the Year Award by the regional Mental Health Association, and was nominated as an Incredible Woman for a local community television network, which spotlights role models to inspire young women to pursue their own passions. Dr. Kelly (http://www.amazon.com/Katherine-T.-Kelly-Ph.D.-M.S.P.H./e/B00CL1KNXA) has undergone her own ‘evolution', beginning her career as Coordinator of Alcohol and Drug Education at Indiana State University. She was later recruited to serve as the Director and Treatment Coordinator of a private traumatic brain injury program in the community. Following the completion of her training, she accepted a position as an Assistant Professor and Director of Behavioral Science in the Department of Family and Community Medicine at Wake Forest University. She later entered private practice and founded/owned Branches Holistic Health and Wellness Center. She realized she could make a greater impact elsewhere—so she left that adventure to make room for her other main passions — writing and speaking. Dr. Kelly has authored several academic publications and is an ongoing contributor to both local and national health and wellness magazines (See Articles (https://www.drkatherinetkelly.com/articles-archives/)). Her book Soul Health: Aligning with Spirit for Radiant Living: Revised 2nd Edition (https://www.drkatherinetkelly.com/soul-health/) (2018) has been featured on over 350 national radio shows (see Audio (https://www.drkatherinetkelly.com/audio/) link) and her most recent book, “The Recipe for Radiance: Mastering the Art and Soul of Self-Care” (https://www.drkatherinetkelly.com/recipe-for-radiance/) was published in 2019. She currently owns The Soul Health Center (http://soulhealthcenter.com/), a collective of health and wellness providers and launched Soul Health Essentials– The Oils of Evolution (https://soulhealthessentials.com/) essential oils company in early 2019. The very soul of healthcare has been fractured and that is you, the millions of healthcare workers who took the biggest and deepest hit from the COVID-19 pandemic. You've spent your careers helping others. Now it is time to find and reclaim your inner light on your own path to healing.
Your patients deserve the best dental care possible, and treatment coordinators will make sure they get it. As you continue to scale, your time becomes more valuable. Your aim now is to do more dentistry with fewer well-planned visits. So who will follow up with your patients after your appointment to ensure they get through the process as smoothly as possible? You need a patient care advocate who knows the treatment history so consultations and financial arrangements can efficiently be made. There's no need to do it all alone! Watch this week's episode of Dentistry Made simple to see how having a treatment coordinator can significantly increase your productivity.
All About That Bronze brings the spray tan to you! I talk with Brandie Coleman about her new mobile spray tan business, how this idea came to her, how it works, and how she has grown as a small business owner! And by the way, this is not her full-time gig. Her day job is Treatment Coordinator at Arlington Dental Group (who you know about from a https://player.captivate.fm/episode/97b690f2-a6fc-44d9-a2a8-ec1dae1e2498 (previous episode of Business Inspires)!) https://brandiecoleman.glossgenius.com/about (All About That Bronze website to schedule your tan.) https://www.instagram.com/all.aboutthatbronze/ (See her work on the All About That Bronze Instagram page). To run a successful business, you need resources, valuable connections and community recognition. Business Inspires will provide you with the tools, resources, and examples to inspire you to create the business you are envisioning. With more than 60 years as an integral part of the Grandview, Upper Arlington and Marble Cliff communities, the Tri-Village Chamber Partnership is dedicated to a singular purpose - the success of the business community. Thank you for downloading, listening and following Business Inspires, https://www.chamberpartnership.org/ (a Tri-Village Chamber Partnership podcast). This season is presented by: https://marblecliff.org/ (Village of Marble Cliff), https://www.burgessniple.com/ (Burgess & Niple), https://www.grandviewheights.gov/ (City of Grandview Heights), https://datadrivenchiropractic.com/ (Optimize Chiropractic), and https://upperarlingtonoh.gov/ (City of Upper Arlington.) To schedule a guest appearance, or find out more about sponsoring Business Inspires, send an email to: David Polakowski, President/CEO, Tri-Village Chamber Partnership david@chamberpartnership.org Follow the podcast on Apple Podcasts, Google Podcasts, or your favorite podcast player. HELP US SPREAD THE WORD! We'd love it if you could please share this podcast with your social media friends! If you liked this episode, https://www.pleasereviewmypodcast.com/secpodcast (please leave us a rating and a review in iTunes. Here's how). Discover more podcasts like this at https://www.circle270media.com (Circle270Media Podcast Consultants). Copyright 2022 Tri-Village Chamber Partnership
In keeping up with the case acceptance theme of this month's five-minute Fridays, today, we talk about the role of Digital Co-diagnosis in case acceptance.Exceptional clinical images will help your Treatment Coordinator naturally present treatment options and dramatically increase your case acceptance.When your TC has great images in the room for patients to look at, the job is almost completely done because exceptional images tell a story in a way that they cannot.Tune in to learn more about Digital Co-diagnosis Case Presentation and how it will get your case acceptance to above 90%. Key TakeawaysCase acceptance begins with the first phone call (00:30)How Digital Co-diagnosis increases case acceptance rates (01:24)Great images will tell a story in a way that you cannot (02:00)How better images will get your case acceptance to above 90% (04:18)Additional Resources
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Welcome to another episode of the New Patient Group & WrightChat Podcast. Today we dive into the hot topic of raising fees at your practice and how to be successful in doing so. The five pricing strategies we discuss today are used by famous companies across the globe and today we will teach you how to use them in your practice. This is also a great one for treatment coordinators to watch and is part of our popular Financial Presentation University On-Demand Course. The teachings in this podcast are another example of how internal marketing produces such enormous results! We hope you enjoy! Podcast: www.NewPatientGroup.com/PodcastFree On-Demand Courses - www.NewPatientGroup.com/FreeCourses
A “Treatment Coordinator” is a common position in dental practices nowadays, but what is the job description? What should they be doing every day? And how can they help the practice increase collections and improve patient care? Topics: How/when did Treatment Coordinators become a “thing” – 1:10 The job description – 4:52 The word “sales” in dentistry – 7:04 The “hand off” from the doctor to Treatment Coordinator – 10:10 Should the Treatment Coordinator be in the room when the doctor is presenting treatment? - 16:20 The day-to-day job duties – 19:30 Getting incomplete treatment accepted and done – 21:38 Measuring your Treatment Coordinator's performance – 31:29 Training and becoming great at the job – 33:18 Links: The Dental Treatment Coordinator Training Course - https://ddssuccess.com/p/treatment-coordinator-training-course The MGE Communication & Sales Seminars - https://www.mgeonline.com/abc
AADOM Radio and Progressive Dental Marketing Present:Bart Knellinger/President & CEO/Founder-Progressive Dental Marketing Event Info:https://www.progressivedentalmarketing.com/wp-content/uploads/2021/10/TCI-PDF-for-AADOM-Audience.pdf Learning Objectives:After networking and working with so many offices in the dental field for over 13 years, we have noticed that the treatment coordinator is the primary driving force to increasing production in the practice and ultimately meeting the dental practice's sales goals. Learning how to do the following correctly with our help will impress the doctor and help you grow in your career! We teach this valuable information at The Closing Institute!The Closing Institute teaches our doctors and their teams the following which we touch upon in this podcast:The Psychology Of A CloserHow To Qualify LeadsStandardized Sales ProcessHow To Gain The Patient's TrustIdentifying and Overcoming Acceptance BarriersPresenting Creative Funding Options for Cases Over $40k+Follow-Up Strategies and ToolsGetting Unscheduled Treatment Back In The DoorBringing Doctors and Treatment Coordinators TogetherIdentify the Gaps in your Treatment Planning ProcessTeach You How to Bring In New PatientsGetting Unscheduled Treatments Back In the DoorReceive an Actionable Plan to Implement Within Your PracticeProvide You with Tried-and-True Methods to Increase Your Multi Implant Full-Arch CasesGet Your Team Excited in the Role they Play About Changing People's Lives Through DentistryAND MORE!Learn More About Progressive Dental Marketing:https://www.progressivedentalmarketing.com/Learn More About AADOM:https://www.dentalmanagers.com/
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
www.NewPatientGroup.com/Podcast Welcome to the New Patient Group Podcast, Season 4, Episode 8. If you are interested in a larger down payment and more cash flow this episode is for you. Today we talk about the subconscious bias that is keeping you from more cash flow and treatment starts. Treatment coordinators present money during their case presentation in a way that is preventing you from collecting a higher down payment. This podcast discusses how to increase cash flow with sales skill-sets to increase the down payment and also get more treatment starts. #treatment coordinator #cash flow #tc training #treatment coordinator coach #case presentation #how to increase down payment
This episode will take a look at your schedule, most importantly how to make your schedule hum with productivity and not business!Let’s start with a quote from Stephen Covey…we all know him from his best-selling books, The 7 Habits of Highly Effective People, First Things First, and Principle-Centered Leadership.Stephen says…"The key is not to prioritize what's on your schedule, but to schedule your priorities."I, you, we are constantly bombarded by marketing messages vying for our attention and clicks.These are commonly presented with email subject lines like the following I received over the past week…* How to help your practice emerge from the Pandemic…* Dentists' biggest practice challenges…* Steps to Take for an All-Star Practice…* Positioning your practice for Growth…* How to Turbocharge your Practice…* Marketing Ideas that will take your practice through the roof…Our Team here at OmniStar DSO is all about "Simplifying the Complex!"I can think of no better or more productive area to focus on than your Scheduling Framework or Template. Our Subject line will be… Scheduling…are you hitting your Target?Get your scheduling meme right, and everything else will flow.Yes, there are many essential and critical KPIs to monitor and track; we coach and teach our clients. The beauty of designing a scheduling framework is that it is easy to tell how well your Team is meeting spec. If your block booking is set up correctly, it should be obvious how well your Team is doing just by looking at the scheduling screen on your computer.Yes, there are other important tasks and goals your practice must monitor and achieve. You must collect patient payments, keep receivables low, manage your employees, control operational and administrative expenses along with clinical supply costs. And last but not least, you must provide exceptional dentistry.With that said, getting your scheduling dialed in should be a high priority.For me, “dialed in” means…having all of your chairs full with the optimal mix of ideal procedures, patients, and treatments.Let's work through some Scheduling Axioms that we use in my practice and coach our clients on.Remember, get your scheduling meme right, and everything else will flow.I use the following Axioms as my scheduling foundation. Axiom 1: Being Busy is NOT the same a being Productive.Busy people; work at a frantic pace, are rushed, work harder, micro-manage, are fueled by perfectionism, multi-task, prioritize simple and mundane tasks and say "yes" by default.In contrast, Productive People; prioritize the most important tasks, work at a steady pace, are relaxed, work smarter, are fueled by purpose, focus on essential and complex tasks, delegate the simple, mundane, and repetitive tasks, and can say "no".Remember, it's ok to say "no." You are not the Coast Guard or US Military; you do not have to go out and rescue everyone. “Stay in your lane, bro…” as the AT&T commercial says.along with “Just Ok, is not Ok!”With these ideas in mind, one can begin to see that a jam-packed schedule may or may not be a productive schedule. So let's get productive…Axiom 2: Prioritize your Schedule for ProductivityCategorize and colorize your new patient exams, consults, and procedure mix on your schedule. Determine for yourself what your ideal procedure mix is. This will be different for everyone. What do you enjoy most in your practice? There should be lots of time for these appointments. What do you enjoy least? There should be very little time, if any, for these procedures on your schedule. As you become busier, these may be procedures you will refer out or cease performing completely. Remember from Axiom #1- it's ok to say "No."Let's make some business comparisons to help drive home this point.Your New Patient Exams, Consults and Treatment Presentation appointments are like Inventory in a manufacturing or merchandising business. It is an Asset waiting to be converted into a Product, your Dentistry. Your Procedure or Treatment Schedule is analogous to your Production Line, where you covert that asset into your dentistry, and in the process generate revenue.If your Inventory of New Patient Exams, Implant Consultations, and Treatment Presentations is low, your conversion of these assets into Implants, Crowns, and Bridges, or Restorations will be low too.Put another way…You can't schedule the production if you don't schedule the patient exam.So, you need to balance the availability of a precise mix of new patient exams and treatment presentations to keep your treatment schedule full.It's a balancing act; too many new patients will delay care without sufficient treatment appointments, keeping patients waiting. If patients have taken the time to visit you and your office, they are highly motivated. Please don't make them wait!A sidebar here…the lag time between diagnosis and treatment is a critical KPI. As this time lengthens, the practice owner may consider expanding hours, expanding the physical plant, or adding a provider.This can be a Blind Spot for a practice owner. A Profit Leaks Analysis by our experienced Team at OmniStar DSO can help identify if you have a bottleneck in your practice that needs to be corrected.Axiom 3: Rocks, Pebbles, and SandTime is a finite resource. Use a Block Scheduling Framework to allocate your time and schedule. I like to use the Rock, Pebble, and Sand analogy when designing a maximum productivity schedule.Rocks are your anchors, your most enjoyable, productive, and profitable procedures. These will tend to be longer appointments. They should be added to your schedule first and always have the highest priority. These treatments should be scheduled at your most productive time of day. Remember, this is unique to you. Your Rocks are the cornerstone of meeting your daily production goals.After Rocks comes Pebbles, smaller, more limited treatments with shorter appointment times that are used to fill in around your Rocks.Finally, add the Sand; short appointments, post-op checks, limited emergency exams, and very brief restorative appointments. These are scattered to fill your gaps between the Rocks and Pebbles.Sometimes it helps to think of Rocks, Pebbles, Sand in reverse. If you start with the Sand, you will never add enough Pebbles and Rocks to make for a productive and profitable schedule. You will have created BUSY, but NOT productive and violated Axiom #1- Being Busy is NOT the same a being Productive.Next…Axiom 4: Block Opportunity and Emergency Time into your schedule every day.I want my schedule to be on autopilot. I do not want to be tracked down in a treatment room or in a hallway, or at my desk and asked what to do with a patient or referring office that is on the phone. After all, I have hired people who should be scheduling for me. I have found that "on the fly", “in the hallway” and "armchair" scheduling is not productive. It is paramount that you empower and train your staff exceeding well, and hold them accountable so that they can make these decisions for you. They will know and should know, more about the schedule than you. Your scheduling staff should be the ones micromanaging this. When they do make sound decisions and hit the Bull's Eye with a full and productive day, make sure to praise and recognize them for their achievement. After all, it will not happen every day. The one thing that can throw a monkey wrench into the best schedule is Emergencies and Urgencies, so we must plan for these eventualities. These are excellent sources of new patients and new referrals for your practice and should be accommodated. To make this easier for all, earmark the best time slots for these patients on a daily basis. This can be determined in your morning huddle, where open slots for emergencies can be identified. Bingo, they no longer have to ask you! Let’s get these patients in and triaged.A side note here. As a specialist, I recommend that our referring dentists see their emergencies immediately before and/or after lunch. If a referral is needed, there is still time in the day to accomplish that.The veritable 4 pm emergency slot will unlikely have time to be seen by you, referred, and treated by a specialist that same day. There is nothing more frustrating for everyone; the patient, the referring dentist, and the specialist to have to appoint an emergency patient the next day. Finally, in addition to emergencies, identify an opportunity slot every day. This can be a highly productive treatment and one that you enjoy. For our oral surgery practice, we will always have time to see a patient with a painful, infected wisdom tooth; that's what we love to do!And last, but not least…Axiom 5: Keep ScoreIf you don't measure it, you can't manage it…especially your schedule.I know there are countless reports your Practice Management Software can print out to monitor your scheduling. By the nature of reports, they are historical. The schedule is so critically important that I monitor it daily.I prefer a real-time assessment and visualization of our scheduling efficiency. To accomplish this, I do the following.Daily, the doctors, and our administrative staff scan the schedule several days ahead, identifying available appointment times at each of our locations. If one location is booked full, they are aware that appointments can be scheduled in the other locations.Next, I briefly meet with my Treatment Coordinator at the end of every day. I want a summary of every new patient; did they schedule? do they need to check with family? do we need to verify a secondary insurance? do they need to apply for Care Credit?If they did not schedule and treatment was recommended, there is a follow-up plan for each patient. We start by doing whatever we told them we would do, and reach back out to them once the required information is obtained. If they indicated they would call us back, a reminder is put on the schedule to call them within a three-day window if they have not called us.Every month, our Scheduling Coordinator assembles a report that tracks every appointment category for each doctor. The doctors monitor and track this report for any changes. I hope these Axioms, guidelines, and guardrails will help assist you in engineering your "Perfect" schedule. After all, it's like Yogi Berra once said…."You've got to be very careful if you don't know where you are going because you might not get there."While working towards your Perfect schedule, you will have numerous "near misses." Remember, don't panic!Avoid the temptation to throw your guidelines out the window and fill the schedule with Sand and Pebbles. It is very easy to do. Be patient. Resist being swayed. At least until 24 hours before an open appointment.In our practice, we have the "24 Hour Rule". Everyone knows it and quotes it! We keep to the guidelines until the day prior when the "24 Hour Rule" kicks in. Scheduling is easy here. Our motto is "book 'em Danno!" for those of us that remember Hawaii 5-0!! Said another way; schedule patients who can come in today or tomorrow; some work is better than no work. You can never recapture the lost time once your day is done. Those empty slots and lost appointments are gone forever!Remember the old dental adage…”Consider yourself unemployed for the time that your chairs are empty!"' Nuff Said.Excellent…Time to wrap this up with a quick summary…Our Axioms are…Axiom 1: Being Busy is NOT the same a being Productive.Axiom 2: Prioritize your Schedule for Productivity.Axiom 3: Rocks, Pebbles, and Sand.Axiom 4: Block Opportunity and Emergency Time into your schedule every day.Axiom 5: Keep Score.I know that if my schedule is kept full, I will meet or exceed my production goals every time with the correct mix of appointment types.Try it… you'll like it!
You can say a treatment coordinator is a lot like being a sales person, but instead of closing deals, they close dental procedures for patients as they are scheduled by dentists. Their role is to make sure the schedule is followed and every patient has a complete treatment plan. More than planning, they are also critical when it comes to bridging the communication gap between dentist and patient. Because of her innate skill set and time management skills, it wasn’t difficult to see how Crystal Pion would not only take charge of this role, but revel in it.Today, Crystal joins us to share what it’s like being a treatment coordinator for my practice. She describes what her role entails, the responsibilities assigned to her, and what she’s learned from it. She discusses what her daily routine looks like and how the pandemic has affected the practice as a whole. She explains the importance of communication, especially now that everyone is going virtual. Crystal also shares what her job was like before joining my team and her thoughts on our practice."Communication is key if you want to be successful." - Crystal PionThis week on T-Bone Speaks Dentistry Podcast:Crystal’s role as our treatment coordinator.Why I chose Crystal for her current position.Opportunities for multiple roles and managing your responsibilities.What Crystal believes a treatment coordinator needs to become successful.Crystal's day-to-day schedule and routines.The importance of follow-up in any type of business.How frequent should a follow-up be and when should you stop?Crystal's opinion on how our practice is built and run.What Crystal's work was before she joined our practice.Our Favorite Quotes:“You have to have time to follow-up with patients you didn’t really get to bond with to see what they need to get them where they want to be.” - Crystal Pion"We all want good communication. " - Tarun Agarwal"Dentists underestimate, in themselves, how many hats they wear." - Tarun AgarwalSubscribe, Connect & Share Your Favorite EpisodesThanks for tuning into this week’s episode of T-Bone Speaks Dentistry. If you enjoyed this episode, please head over to Apple Podcasts or Google Play Music to subscribe to the show and leave your honest review. For more great content and helpful tips to grow your dental practice, visit our website. Follow us on Facebook and LinkedIn, subscribe on YouTube, and don’t forget to share your favorite episodes with other dental practitioners.
GUESTS: Laura Cafik-Martin Laura Cafik-Martin is a Master Treatment Coordinator, Speaker, Coach, and Practice Management Consultant. Prior to launching Cafik-Martin Coaching, Laura worked as a Treatment Coordinator with Dr. Willy Dayan for 15 years at City Orthodontics in Toronto. The two collaborated and developed a unique communication and presentation style that exceeded the industries expectations. In 2014, Laura joined Orthodontic Clinical Education Corp. (OCEC) attending orthodontic meetings, presenting at industry conferences to educate and motivate teams. Laura quickly became recognized for her effective an enthusiastic teaching methods and started visiting orthodontic clinics to help grow teams bottom line. Laura brings 20+ years of experience in multiple disciplines in the dental and orthodontic fields. In addition to possessing motivational skills and techniques that improve team synergy, patient experience and creating increased referral flow, Laura is HARP certified and highly knowledgeable in iTero, digital scanning, and dental photography. Her business acumen combined with her motivational skills and techniques has led to her success as a results-oriented mentor in all aspects of the orthodontic practice. Stacey Bagwell Stacey is the Remote Virtual TC at Waldman Orthodontics and SmileSnap Integration Specialist. She absolutely loves getting to know new patients and their stories. She enjoys following them through treatment and seeing the final results. Stacey always says that it is hard to consider this "work" when she gets to work with such a great staff in such a rewarding field. Stacey has three kids: a 13 year old and 11 year old twins. She loves riding her bike around Santa Monica, going to the beach, and reading. She is also a HUGE fan of college football-forever devoted to her UGA dawgs! Nicole Pruitt Nicole comes from a corporate background with over 14 years of experience making sure that her clients were well taken care of. Nicole is the Director of Operations for Dr. David Boschken's offices. She has overseen 85% close rate on new patients each month, with 70% Invisalign starts currently. Nicole has been integral in growing Dr. Boschken's revenue over $1 million year over year for the last five years. Kim Gordon Kim is the orthodontic treatment coordinator at Lupi orthodontics. She has been with Lupi Orthodontics for over 24 years, 14 years of which as a Treatment Coordinator. SHOW NOTES: How do you get people to agree to be enrolled and come to the office? Educate people while they are at home the importance of orthodontic treatment on their overall health. Set the stage. Don't ASK people, instead TELL people what to do. Shorten your virtual consults. For more information and queries you can reach them at: Laura Cafik- Martin – visit her website at http://www.cafikmartincoaching.com/ Stacy Bagwell – email stacy@waldmanorthodontics.com Nicole Pruitt – email nicole@losaltosortho.com Kim Gordon – email info@drlupiortho.com DINO'S BIO: Dino Watt is a dynamic, highly sought after keynote speaker, private practice business advisor, best selling author, and certified body language and communication expert. As a business relationship expert, Dino understands that people are the heart of any business. His interactive training style will bring your audience to roaring laughter and move them to tears. Whether he is training on C.O.R.E Culture, Sales and Sales Support, or Making love and business work, your audience will rave about Dino and the energy he brings to every event. Dino has spoken for MKS, American Association of Orthodontists, PCSO, Pitts Progressive Study Group, The Shulman Study Club, Keller Williams, Sotheby's, DentalTown, Ortho2, OrthoVoice, and many others. Out of all the accolades Dino has received, the one he is proudest of is title of PHD, Passionate Husband and Dad. Dino has been married to his wife Shannon for 24 years and together they have raised 3 amazing adults.
In this episode: We speak with Landy Chase, president and CEO Ortho Yes, an orthodontic business consultancy that specializes in training practices how to increase their start rates with effective and detailed procedures for all members of the office staff. He is also an author of five books on the subject, In this episode we speak with Landy about how your office can start more cases and improve overall conversion rates. The secret? It's not improving the performance of your Treatment Coordinator but how the doctor communicates the value of treatment to prospective patients. Topics covered also include: The skills to look for in hiring a Treatment Coordinator How to structure an effective initial consultation with your TC How orthodontists can compete with “Big Ortho.” About Our Guest: Landy Chase is a practice consultant and award-winning author and speaker who specializes in training orthodontic practices to increase the start rate of prospective patients. He provides highly effective, detailed procedures for doctors, TCs and staff to attract and acquire new orthodontic patients for client practices. He works exclusively within the orthodontic profession as a trainer, consultant and coach and has been a featured speaker at numerous study clubs around the United States. He has worked personally with over 100 client practices in just the last three years. Resources: Orthoyes.com
Reese Jones, a 19-year old Kolbe Certified™ Consultant, shares his journey with Kathy Kolbe. He left high school at 17 to get his GED and transitioned to work at Intermountain Audiology as a Treatment Coordinator. Now he's on a mission to understand what drives human behavior and to help others find out who they are!
Handling expectations and results for a new treatment coordinator, the implications of patients' cancelling late in a very busy hygienist book and adding in your employee benefits to recruitment advertisements. The three questions we answered in this month's Horton Hangout.
This is a parenting episode for everyone. While we've never ever wanted to be the hosts who tell you how to parent (because we clearly don't know what we're doing) we couldn't resist having an expert like Robin come chat with us. The truth is that while we're all doing the best we can, it's possible to be doing quite a few things dead wrong. We talk about resiliency, grit, letting our kids fail, and how those empty compliments we gush to our kiddos may be doing more harm than good. Don't worry, this isn't a shame on you episode. Robin is the coolest, and funny and shoots from the hip. We hope you enjoy a fresh perspective from someone who has seen a lot of sh*t. We sure did! Robin Glenn is the Co-Founder and CEO of BASE Education, an online prevention and intervention program that addresses the ‘Whole Child’. Her previous positions include At-Risk Student Specialist, private practice therapist for adolescents and their families, Treatment Coordinator for intensive in/outpatient teen programs, and Research Specialist in clinical trials for adolescents with addictions. Robin continues to train law enforcement, school administrators and faculty, and medical professionals, on issues pertaining to at-risk youth. Her experiences drew her to Social Emotional Learning, and continue to fuel her passion of wellness and innovation. Ms. Glenn earned her MA in Counselor Education and Counseling Psychology, and School Counseling from the University of Colorado, Denver. She is a licensed professional counselor, certified school counselor, and a master addiction counselor. Let us know your thoughts, and enjoy! How have you been enjoying our podcast? If you're into it, can you please leave us a rating or comment? We value your feedback so we can make this thing better! And as always, we'd love to hear your thoughts. Email us anytime at pumpanddumpshowATgmail.com, leave a rating or comment on your podcast app, or tell us IRL and come see us at a show! ************** Shayna and Tracey have been friends since the 8th grade – that’s over 25 years. After college, they each moved to separate coasts for a decade. They were reunited when they decided to leave big city life and settle down with their families in Denver, Colorado and Facebook told them their daughters are 3 weeks apart. After several play dates, some more childbirth, some unsuccessful pumping, and the overwhelming nature of mommy community boards, The Pump and Dump Show was born. The show launched in 2012 in a bar in Northwest Denver and quickly grew to a bi-monthly, local staple for new moms to have a night out. In 2014, Shayna and Tracey took The Pump and Dump Show on its first national tour and continue to perform every month to audiences nationwide. For tour updates and more shenanigans, follow Shay and Tracey at: Facebook: https://www.facebook.com/ThePumpAndDump/ Instagram: https://instagram.com/ThePumpAndDumpShow/Tour schedule: https://www.thepumpanddumpshow.com/tour
Welcome to this episode of Two Reds are Better than One. Chris Barrow and Ashley Latter interview Jas Gill, a Dentist in Slough. Episode Length: 43 minutes, 08 seconds In This Episode: 04:35 - Tell us about yourself 10:24 - Why did you choose Slough? 12:41 - Why do you get so many 6 Month Smile patients? 14:36 - Do you work with a Treatment Coordinator? 18:14 - What marketing methods draw your patients? 19:39 - How and when do you ask for referrals? 23:07 - What about competition? 25:59 - How have you created opportunities with implants? 32:03 - How did Ashley choose to bring in Jas? 36:25 - Talk about 2018 39:55 - What advice would you give to a new dentist? Contact Us Chris Barrow Ashley Latter Moonlight Dental Orthodontic Confidence + Quality = Cases
Email Wayne at woplinger@benco.com with the Subject Line “Dentistry Uncensored” for a Free Practice Appraisal! Email Kay at khuff@benco.com with the Subject Line “Dentistry Uncensored” to get $800 off your Practice Assessment until September 30th 2017 - that’s $2,195 instead of $2,995! Wayne Oplinger - Transition Analyst at Benco Dental Wayne Oplinger, started with Benco Dental as a local Territory Representative 6 years ago, in 2011, covering Westchester County NY, Southern CT and Northern NJ. After 3 years, he successfully built his territory sales in excess of $3 million dollars. After 4 years, Benco Dental asked Wayne to take on a new position, Practice Transitions Analyst. In this capacity, Wayne would be the single point of contact for Benco customers, TRs and transition partners, by developing customized transition solutions for Benco Customers. Prior to joining Benco Dental, Wayne was a small business owner for over 15 years. Wayne can relate well to dentist owners because his small business, albeit not in dental, was very similar in production figures, overhead, and profits. In addition to being a transitions resource for Dentists throughout the country, Wayne is well sought out speaker, speaking at major dental meetings, local study clubs, as well as dental schools. Kay Huff RDA - Director of Dental Coaching at Benco Dental Kay Huff RDA began her career in dentistry as an assistant to an assistant” in 1981. With great determination, Kay gained knowledge and experience as she worked her way to the front office team. Kay defined herself as being a “true team player” in positions of Treatment Coordinator and Office Manager, always doing whatever it took each and every day to make a difference in her practice. It was over 30 years ago that Kay began helping teams as a Dental Practice Coach, and she proudly has been the driving force for hundreds of practices to reach and exceed their professional goals. Kay is passionate about her work and carries a strong background in dental business systems, team motivation, leadership, and practice profitability. Kay is a dynamic dental speaker who fills her programs with plenty of laughs and tangible practice management tools they can take directly back to their practice and apply immediately. She is a Certified Consultant in Employment Law Compliance with Bent Ericksen & Associates, as well as a board member of the Academy of Dental Management Consultants (ADMC), the Speaking Consulting Network (SCN) and a member of the American Association of Dental Office Managers (AADOM). Additionally, Kay received first place in the Spotlight on Speaking Competition at the 2016 Speaking Consulting Network conference in Santa Fe, New Mexico. www.Benco.com
Laura tells us how to utilize our Office Manger. This person can connect with their Doctor and help organize and communicate with the patients and team. Laura has designed training programs for Scheduling, Receptionist, Treatment Coordinator, Financial Coordinator and Office Manager. You can check it out here https://frontofficerocks.com/.
If you are not sure how to train your Admin staff, Front Office Rocks can help. Laura has designed training programs for Scheduling, Receptionist, Treatment Coordinator, Financial Coordinator and Office Manager. You can check it out here https://frontofficerocks.com/.
Michelle is spending time at the Miami meeting of the ICOI and decided to find some amazing presenters to talk on our podcast! She was able to wrangle Canadian Yva Khalil who is a wealth of knowledge. She has done it all, but currently is a Treatment Coordinator - but not your typical one! Listen to find out what sets her apart!
Michelle is spending time at the Miami meeting of the ICOI and decided to find some amazing presenters to talk on our podcast! She was able to wrangle Canadian Yva Khalil who is a wealth of knowledge. She has done it all, but currently is a Treatment Coordinator - but not your typical one! Listen to find out what sets her apart!
[audio:http://traffic.libsyn.com/takacslearningcenter/TDS088.mp3] Podcast: Download | Play in new window/mobile device Running Time: : min Laura Horton is an amazing resource from the UK on how to have a successful dental practice. She is an advocate of the role of the Treatment …