RESOURCE CENTER
Tools help us keep focused, save us time, automate activities, and can save us thousands of dollars in missed opportunities.
The trick is knowing the right ones to use so that you don’t end up with a stack of expensive, unused software that collect digital dust while you wait for your annual account to run its course.
My commitment to you is that I will always go first. I continually explore what’s needed to aid a dental office. I experiment with what works and what doesn’t and then report back to you what you need (and when you need it) to create a profitable business you absolutely love.
Some of these links are affiliate links, which means I may get a commission if you purchase. However, none of the fees of these resources have been increased to compensate me. In fact, many of the creators of these tools have given me special discounts that I get to extend to you!
Downloads
For Window Users:
Standardized Operational Procedures (SOPs). These are basically templates that the team member must follow whenever creating a new system. This ensures consistency in your operations manual.
Here are some examples of various job descriptions. Make sure that you adjust them to fit your practice. You can consolidate them, transfer tasks to a different job description, change job titles:
- Team Leader
- Patient Conceirge
- New Patient Coordinator
- Call Center Representative
- Patient Care Associate (Dental Assistant)
- Insurance & Finance Coordinator
- Treatment Coordinator
- Hygiene Coordinator
- Hygienist
- Associate Dentist
- Personal Assistant
- Marketing Director
- C.O.O. (Chief Operating Officer)
Examples of Checklists:
Example’s of some how-to’s for your office:
Protocol basically means the rule that we follow. Here are some examples of protocols:
Systems are full processes that have a frequency attached to them. Here are some key systems examples: (*Remember it is imperative that you have the owner of the system BUILD it. This is how you create ownership in the beginning stages.)
Online Tracking Tools
Keep your finger on the pulse of your practice with these financial trackers:
- Dental Intelligence
Here’s some companies that other offices use and like. Do your own research to find the one that will be best for you!
- Call Rail
- Call Source
- Invoca
- Call Tracking Metrics
- Convirza
Storage Solutions
Where will you store all of these documents? If you have a tech person you can store them on your server, and give each station in the office access to the drive. If that’s not available then here are some online options:
Dropbox
Great place to store your operational manual.
Companies for Hire
Outsourcing is a great way to free up your team members so that they can focus on delivering an exceptional patient experience.
eAssist
Is your front desk team overloaded? Or maybe turnover has been higher than you like, but collecting money is crucial for the life of the business. eAssist will submit insurance claims, post payments, make insurance claim calls to ensure that you get paid for the work you did. They also provide the additional service of decreasing your patient account receivables. They're professional and a pleasure to work with! (Tip: Buy your own scanner on Amazon)