Services
Build a rewarding practice
Set your goals, streamline your business systems, keep it simple and empower your staff.
Initial Engagement
The focus of the first engagement with a new client is on streamlining the business operation of the practice- systems, staff, and finances.
Initial Engagement fee includes remote pre-visit preparation and two non-patient days in your practice for systems set-up and staff training.
1. Pre-visit Preparation
Advance preparation ensures the success of the two-day onsite consultation. I summarize information provided by the practice to quantify current performance in relation to industry standard benchmarks.
Together we plan the two-day consultation to address the priorities of the practice.
2. Two-day on-site systems setup and training
These are non-patient days and involve the entire practice- staff and doctors. The following systems are typically addressed, depending on the priorities of the practice.
- Business operations -Business and treatment statistics, vital reports, tracking numbers, using reports to achieve practice goals, effective office meetings, streamlined systems and procedures, use of credit reports, reducing delinquencies, managing collections.
- Managing patient flow – Move patients in and out of treatment in a timely manner, keep patient status database up to date.
- Staff development – Refine job descriptions, realistic performance standards, cross-training and position-specific skills training, task and systems organization into efficient routines.
Custom Data Analysis and Reporting
Stay on track to achieve your goals and spot early warning signs. Remote data analysis and reporting service makes management oversight simple and routine.
Fee based on hourly rate.
Monthly, quarterly, or as needed service gives you clear analysis of practice data. This critical management tool allows practice to measure progress and stay on track to achieve its goals. Staff is trained in use of reporting data for lasting value to the practice. This service is very cost-effective for the practice because it is provided remotely, no travel involved.
Staff Education
Coordinator positions skills and job function training
A professional, educated, motivated staff is essential for the practice that wants to:
- Increase new patient starts
- Eliminate delinquencies and increase profits
- Eliminate scheduling problems and achieve on-time treatment completion
- Refine job descriptions and establish measurable performance standards
- Training services are scheduled as needed to ensure effective operation of practice systems.
Onsite Fee based on daily rate. Remote consultation based on hourly fee.
Staff education keyed to job descriptions ensures that the doctor can rely on the staff for excellent management of practice systems and business routines.
Treatment coordinator
Streamline new patient procedures, polish case presentation skills to increase conversion rate, manage the observation recall system, effective practice communication protocols, marketing and referral building techniques.
Financial coordinator
Increase efficiency in management of patient and insurance accounts, sound credit policies, using credit reports, successful financial arrangements, simple collection techniques.
Scheduling coordinator
Managing the scheduling system, coordinating front and back offices, handling no-shows, telephone procedures and protocols, superior customer service, managing patient retention system, prioritizing calls and callbacks.
Clinical coordinator
Implement or refine doctor time scheduling, learn procedure codes and timing, how to build a model day, retention recall system, manage patient flow, maintain training program for clinical staff, efficient management of the operatory and lab, appliance fabrication quality control.
