Use a written agenda for morning meetings. Simply being prepared for what’s ahead on a given day will greatly reduce stress in your practice. During morning meetings, the endodontist and the team …

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Involve more than one endo staff member in handling practice finances. This minimizes the possibility of someone falsifying accounts for personal gain. Never let the person who collects money also …

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Answer calls by the third ring. Whenever the phone rings, it may be a prospective new patient. Regardless of how busy the practice may be, pick up the call quickly and be prepared… with scripting… to …

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Measure success. Without data, an endo practice cannot be well managed. Key Performance Indicators (KPIs) provide an accurate assessment of the practice’s crucial functions, including production, …

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Monitor levels of supplies regularly. No practice wants to run out of essential patient care supplies, such as latex gloves or gauze pads. On the other hand, having a two years’ supply of hand soap …

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Do your part to make delegation work. Everyone on the practice team needs to understand the value of delegation and help make it work. The objective is to give responsibility for virtually all …

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Advice for the Marketing Coordinator – Diversify. Don’t rely on just a few strategies throughout the year. A greater variety of strategies—implemented consistently throughout the year—will appeal to a …

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Take advantage of in-office and offsite training opportunities. Whether it’s a lunch-and-learn, a dental conference, tradeshow or seminar, make the most of training opportunities when they occur. …

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Advice for the Endodontist – Thank referring doctors. They account for a significant portion of your production. They entrust their patients to your care. They play an important role in your …

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Advice for the Endodontist – Avoid micro-managing. Delegation is a much more efficient and satisfying way to manage. First, train team members to handle all non-clinical tasks. By doing so, you’ll …

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If you detect a mistake a fellow team member has made, talk to that person about it first. We all make mistakes. If you spot one, go straight to the source. Often it can be corrected before any damage …

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Collect 99% of all money owed to the practice. Production, no matter how much it increases, doesn’t count unless the practice collects its fees. Review your policies to tighten up collections. Require …

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