Advice for the Treatment Coordinator (TC) – Use the sunset rule. It simply states that you will return all phone calls or emails by sunset of that day (or, for your purposes, by the end of office …

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Check Key Production Indicators (KPIs) Weekly. To track performance, doctors should use 12–15 KPIs, including: Starts Collections Overhead Number of new patients Case acceptance ratio …

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Advice for the Marketing Coordinator – Improve interpersonal skills. Learn as much as you can about referring doctors and their teams. When relationships move from the strictly professional to the …

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Advice for the Orthodontist – Use these basic CEO behaviors every day. As the practice leader, you can have a profound, positive effect on team members if you: Come to the office energized every …

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Advice for the Financial Coordinator – Schedule time to address overdue accounts. Rather than letting collection activities take a back seat, give them priority treatment. Set aside specific times …

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Advice for the Treatment Coordinator – Make the presentation exciting. Aiming to have 90% of your consultation patients accept treatment may seem unreasonably high. However, an unusual scenario exists …

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Advice for the Marketing Coordinator – Don’t ignore non-referring offices. These practices could eventually become referrers with the right kind of outreach. Referral relationships change over time, …

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Advice for the Orthodontist – Don’t get involved in administrative duties. You can’t do it all. That’s why you have a team. You are at your best when you are chair-side, providing care to patients. …

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Advice for the Treatment Coordinator – Make a great first impression. When prospective patients and their parents present at the office, it will be the office’s first opportunity to impress them in …

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Rehearse scripts. The key to scripting is to review and rehearse. Scripting needs to become second nature so that team members will use proper words and benefit statements delivered in a natural, …

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Share credit. We all like to get credit for good ideas, and we all dislike people who take credit for others’ thinking. Keep track of the ideas and suggestions expressed by teammates. If you end up …

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Advice for the Front Desk Team – Update patient contact information to reduce no-shows. Remove disconnected phone numbers and bad email addresses from patient databases. On their next visit, ask …

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