Advice for the Marketing Coordinator – Strengthen referral relationships. Referring GPs represent your main source of referrals. Develop stronger connections with referring practices through …

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Advice for the Financial Coordinator – Double-check insurance claims. Verify all claims before submitting so the insurance company has no reason to delay making payment. Double-check all insurance …

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Help your teammates excel. As they say, “There’s no ‘I’ in team.” Of course, it’s important to do your job well, but look for ways you can help others on your endo team do their jobs well, too. By …

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Advice for the Front Desk Team – Document new patient conversations. Always ask prospective patients who referred them to your practice. Make sure that patient records reflect this information. On the …

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Advice for the Endodontist – Engage team members in growing your practice. Familiarize your staff with your growth strategies and how they can help implement them. Explain how their interactions with …

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Help new team members get up to speed quickly. “Training new team members” may not be in your job description, but that shouldn’t stop you from giving sound advice or walking novices through …

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Align the practice’s annual and daily production goals. Daily goals should be set to achieve the annual production goal. For example, if the practice wants to produce $1 million in 200 workdays, the …

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Learn as much as possible about a new patient in the first phone call. Enter the following information in the patient’s file: Parents’ and patient’s names How they found your practice Address …

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Advice for the Marketing Coordinator – Don’t panic when a once-successful strategy fails. It happens. Even the best strategies can fall flat, especially if they have been overused. Solution: Use a …

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Advice for the Endodontist – Respond positively to competitive threats. If you recognize potentially harmful threats before they cause damage to your practice, they can actually trigger greater …

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Treat patients the way you want to be treated. Always put yourself in the shoes of patients. Welcome and greet them by name when they enter the practice. Make the patient experience as pleasant as you …

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Collect fees at the time of service. The front desk team should request payment at the time of service. Place appropriate signage throughout the office emphasizing patients’ responsibility for fees, …

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