The 1-Year Program is our most in-depth and robust dental practice consulting program.

*Leadership & Management Training for Doctors & Office Managers Only

• Program Orientation and Brief Q & A
• Key Points to Unlock the Potential of Your Practice
• Leadership & Management
• Performance Measurements
  • Measuring Patient Retention
  • Control Expenses and Profit
  • Monitoring Overhead
• Employee Compensation
  • Suggestions to Raise Production
• Meetings
  • Morning Huddles
  • Adding Value to Your Staff Meetings
  • Manager Meetings
• The Effective Manager
  • Requests Made to Staff
  • Staff Motivators
  • Staying Organized with a “Things to Do List”
  • Attributes of a Successful Manager
  • Visionary Management
  • Dealing with Conflict
  • Handling Staff Member Upsets and Problems
  • Leadership and the Manager
• Hiring Protocol
  • The Hiring Process for a Dental Office
  • Finding the Right Employee
  • Preparing to Hire
  • Use the Correct Ad to Attract the Right Staff
  • Write Ads for Each Position
  • Placing Ads (including sample ads)
  • The Applicant Contacting the Office
  • The Job Inquiry Call Slip
  • Protocol for Sorting Through Applicants
  • Scheduling Interviews
  • How to Conduct an Interview
  • Asking the Right Questions
  • The Employment Application
  • Selection of a Good Employee
  • Working Interviews
  • Reference Checks
  • Persona Credit Reports
  • Legal Hiring Criteria
  • Drug Testing
  • Background Checks
  • Letter to Applicants After Interviews
  • Role-playing the Interviewing Process
• The New Employee
  • Getting the New Person Ready to Start
  • New Employee Packet
  • Personnel File Set-up and Maintenance
• Training
  • Gathering Training Materials
  • Why Employees Fail
  • Training and Study Tracker Folder
  • General Policy Manual Review
  • Training Request Form
• Standard Operations Procedure Manuals
  • How to Create an SOP Manual
  • Checklists
  • Writing Policies
  • Job Descriptions
  • Implementing and Updating Policy
• Employee Evaluations and Termination
  • Employee Appraisals
  • Policy Review Form
  • Formal Warning
  • Termination of an Employee
  • Role-playing of Termination of an Employee
  • Employee Leaving the Office Checklist
  • Employee Exit Interview Survey
  • Pink Slips – Unemployment – Your Rights as the Employer
  • Submitting Separation Notices
  • Reference Calls on Past Employees
  • Corrective Action Notice
• Q & A

• Raise Awareness
• Identify Weak Areas
• Establish Internal Systems and Controls
• Important Do’s and Don’ts
• Safeguard Inspection Checklist
• Q & A

• Program Orientation and Q & A
• Power of a Team
• Create your Practice Vision and Goals
• Measuring Your Success with Statistics
• Learning which Statistics to Keep
  • Job Tracker Techniques and Materials
• Setting Doctor and Hygiene Production Targets
• Intra-office Communication Tools
• Removing Barriers at the Front Desk
• Improving Telephone Skills/Training
• Organizing and Directing Productive Staff Meetings and Morning Huddles
• Public Relations and Manners in the Office (Internal Marketing)
• Introduction to SOP’s and Systems
• Become Effective at Creating Policies for SOP Manuals
• Dividing and Assigning Essential Functions of a Dental Office
• New Patient Phone Protocol
• New Patient Arrival Process
• Duties of the Receptionist
• Letters and other Communication to Patients
• Scheduling System – Perfect Day Scheduling
• Broken Appointment Control and Evaluation
• Recall, Reactivation and Retention Systems
• Basic Process of Checking Patients In and Out
• Appointment Wrap-Up
• Accounts Receivable Protocols
• System for Handling Past Due Accounts
• Insurance Protocols
• Scripts for Successful Presentations to Patients with Insurance
• Internal Marketing
• Verbal Skills for Improved Communication in all Areas
• Learn how to Handle the 7 Objections to Dental Visits
• Learn ways to Increase Treatment Acceptance
• Q & A

• Establish Periodontal Protocols
• Increase Profits in Hygiene
• Defensible Documentation
• Technical Policies and Procedures for the Back Office
• Q & A

• Recall and Reactivation Flip Chart
• Appointment Confirmation and Verification Flip Chart
• Verbal Skill Packet
• Soft Tissue Program
• Marketing Resources
• Systems for each Position
• Tools for Team Training
• Online Training Videos
• Monthly Lunch and Learn Zoom Meetings