Advice for the Front Desk Coordinator – Ask “the question” during checkout. When patients return from the clinical area, always ask “How was your visit today?” They will appreciate this question and …

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Treat every ortho patient as an individual. Personalize every ortho appointment. Levin Group recommends a technique called The Golden Ten. This is a process where the practice learns one or two new …

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Pay attention to overhead. Overhead is necessary for running an ortho practice, but unnecessary expenses can hurt the practice’s financial health. To operate successfully, the practice must …

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Advice for the Orthodontist – Delegate responsibilities. As the ortho practice’s primary producer, you can raise production dramatically by delegating virtually all non-clinical responsibilities to …

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Advice for the Marketing Coordinator – Seek more parent referrals. Parents (and adult patients) are even better promoters of your ortho practice than the orthodontist and your fellow team members. …

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Advice for the Financial Coordinator – Follow up quickly on overdue receivables. If a patient’s monthly payment is one day overdue, contact the parent or patient immediately to collect. Remember that …

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Use the morning meeting to plan ahead. It’s always best for the team to know what kind of day they are about to have. What happens if a patient cancels? Is there someone the office can contact to fill …

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When you upgrade systems, update training, too. Most ortho systems need to be replaced every three to five years. Think of team training as an essential part of the process. Develop new scripting to …

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Advice for the Orthodontist – Provide continual and relevant training. In today’s ever-changing field of orthodontics, team members need to update their skills annually. Just as orthodontists are …

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Conduct surveys once or twice a year. Surveys of parents and adult patients should include 5–10 questions and take only a few minutes to complete either in the office or online. By listening to …

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Make use of role-playing. Team members should read over customer service scripts and “act them out” or role-play. This training process reinforces the right messages and helps staff members see the …

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Further the relationship. When patients and parents come in for appointments, always try to learn a few more things going on in their lives since the last appointment. Most patients and parents …

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