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

*Leadership & Management Training for Doctors & Office Managers Only

• Registration
• 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
  • Attending CE and Other Staff Training
  • Training Request Form
  • Financial Agreement for Training Expenses
• 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
  • Dental Assistant Efficiency Chart
  • 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

End Seminar Day 1

• Registration
• Program Orientation and Brief Q & A
• Creating your Vision Statement and Setting Goals to implement it
• Measuring Your Success with Statistics
• Learning which Statistics to Keep
  • Job Tracker Techniques and Materials
• Setting Doctor and Hygiene Production Targets
• Introduction to Dental Dashboard™
• Understanding Patient Needs
• Communication within the Office
• Removing Barriers at the Front Desk
• Improving Telephone Skills
• Organizing and Directing Productive Staff Meetings and Morning Huddles
• Public Relations and Manners in the Office (Internal Marketing)
• Introduction to Job Descriptions and Systems
• Duties of the Front Desk Staff
• Dividing and Assigning Essential Functions of a Dental Office
• Meet and Greet from 5:00 – 6:30 PM. Afterward, you are on your own for dinner.

End Seminar Day 2

• Introduction to Scheduling
• Building Your Ideal Day
• New Patient Phone Protocol
• The Arrival of the New Patient
• Handling Insurance
• The Receptionist, the Hostess of the Office
• MOT, CD, Inactive and Deceased Patients Checklist
• Letters and Other Communication to Patients
• Patient Information Update Forms
• The Scheduling System
• Confirmation Techniques
• Basic Process of Checking Patients Out
• The 7 Objections to Dental Visits
• Explanation of the Recall Process
• Recall & Reactivation Project
• The Importance of Reactivation in Your Practice
• Broken Appointments and Broken Appointment Evaluation
• Being a Salesperson for the Dental Practice
• Accounts Receivable, Financial Arrangements and Collections
• 3-Day Report Process
• Implementation Assignments

End Seminar Day 3

• Program Orientation and Q & A
• Share Testimonials from Phase II
• Status of System Implementation
• Systems Checklist for a Dental Office
• Review of Phase II and Customer Service
• Scheduling & Receptionist Functions
• Introduction to Establishing Your Periodontal Protocol
• Raise Awareness of Current Condition of Your Hygiene Department
• Learn Ways to Increase Hygiene Production
• Begin a Plan for Implementation
• Role-playing of the New Patient Calling the Practice
• Treatment Plan Acceptance
• Scripts for Successful Presentations to Patients with Insurance
• The Seven Objections to Accepting Treatment Plans
• Role-Playing of the Seven Objections
• Treatment Plan Acceptance
• Role-playing of Treatment Plan Presentations
• Break-Out Session
• Technical Staff:
  • Patient Flow and Communication
  • Routing Patients
  • Defensible Documentation
  • Verbal Skills
  • Office Promotion
  • Reinforcing the Need for Treatment
  • Relating to Patients
• Administrative Staff:
  • Finance
  • Financial Policies and Agreements
  • Utilizing the Three Day Report
  • Insurance Policies
  • Role-Playing Financial Arrangement Scenarios
• Recall & Reactivation
• Establishing a Successful Recall System
• Role-playing of Recall System
• Reactivation Project
• You are on your own for dinner.

End Seminar Day 1

• Attendees will divide into teams and prepare skits to be performed in front of the group.
• Finance
• Front and back desk coordination
• Treatment Plans
• Recall System
• Job Descriptions & Checklists
• Archiving Your Office Policies
• Process for Creating Your Standard Operating Procedure Manuals
• Implementing New or Updated Policy
• Technical Policies & Procedures
• Suggestions to Raise Production
• Consent Forms
• Lab Forms
• Sample Technical Policies & Tray Set-ups
• Additional Verbal Skill Training
• Written Exam
• New implementation assignments
• Reference Calls on Past Employees
• Q & A

End Seminar Day 2