Offer patient financing as a payment option. An outside financing company approves the parent or patient for a line of credit or a loan. These approvals can be achieved today within a few minutes by …

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Create a systems manual. Up-to-date documentation for all systems should be gathered together in one place—a systems manual. This is an essential reference for the entire ortho practice. Among other …

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Ask patients and parents for feedback. Many orthodontists and teams have only a vague notion of how patients and parents truly feel about their practices. Without specific data, patient satisfaction …

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Advice for the Orthodontist – Have lunch with a team member. To learn more about your staff members and to give them a better sense of what motivates you, meet with them individually to share a meal. …

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Work with other team members for smoother “hand-offs.” Usually, where your work ends, someone else’s begins. These “hand-offs”—when patients, tasks or procedures are transferred to other staff …

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Manage the afterschool crunch. To encourage more morning appointments, ortho practices can offer 10% courtesies for parents to switch afternoon appointments to mornings. Potential candidates include …

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Advice for the Front Desk Team – The phone matters more than ever. Get the patient-practice relationship off to a great start by impressing potential patients and parents with excellent verbal skills …

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Start your day the right way. Every practice should hold 10-minute Daily Business Meetings. The benefit of these morning meetings is that they keep everyone on the same page, create an opportunity to …

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Advice for the Orthodontist – Share information with your team. Hold Daily Business Meetings and Monthly Business Reviews to keep everyone on the same page. A Daily Business Meeting, held every …

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

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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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Advice for the Treatment Coordinator (TC) – Use scripting to manage objections. Many TCs react negatively and defensively to tough questions posed by parents, feeling that their expertise is being …

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