common practice problems and the state of the dentist

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COMMON PRACTICE PROBLEMS AND STATE OF THE DENTIST Tuesday, April 23, 13

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Bethany Petty, a practice management consultant in Dallas delivered this presentation to the Coalition of Dental Advisors at the offices of Goldin Peiser & Peiser, LLP in April 2013. If you want to learn more, contact Bethany at [email protected] or go to her website www.dallasdentalconsulting.com.

TRANSCRIPT

Page 1: Common practice problems and the state of the dentist

COMMON PRACTICE PROBLEMS AND STATE

OF THE DENTIST

Tuesday, April 23, 13

Page 2: Common practice problems and the state of the dentist

EXISTING PRACTICES

Tuesday, April 23, 13

Page 3: Common practice problems and the state of the dentist

EXISTING PRACTICESPain Principle: Dentist is Frustrated and/or Stressed

Tuesday, April 23, 13

Page 4: Common practice problems and the state of the dentist

EXISTING PRACTICESPain Principle: Dentist is Frustrated and/or Stressed

Staff Problems:

Tuesday, April 23, 13

Page 5: Common practice problems and the state of the dentist

EXISTING PRACTICESPain Principle: Dentist is Frustrated and/or Stressed

Staff Problems:

Unmotivated Team

Tuesday, April 23, 13

Page 6: Common practice problems and the state of the dentist

EXISTING PRACTICESPain Principle: Dentist is Frustrated and/or Stressed

Staff Problems:

Unmotivated Team

Implementation Issues

Tuesday, April 23, 13

Page 7: Common practice problems and the state of the dentist

EXISTING PRACTICESPain Principle: Dentist is Frustrated and/or Stressed

Staff Problems:

Unmotivated Team

Implementation Issues

High Turnover

Tuesday, April 23, 13

Page 8: Common practice problems and the state of the dentist

EXISTING PRACTICESPain Principle: Dentist is Frustrated and/or Stressed

Staff Problems:

Unmotivated Team

Implementation Issues

High Turnover

Staff Conflict

Tuesday, April 23, 13

Page 9: Common practice problems and the state of the dentist

EXISTING PRACTICESPain Principle: Dentist is Frustrated and/or Stressed

Staff Problems:

Unmotivated Team

Implementation Issues

High Turnover

Staff Conflict

Hiring & Firing

Tuesday, April 23, 13

Page 10: Common practice problems and the state of the dentist

EXISTING PRACTICES

Tuesday, April 23, 13

Page 11: Common practice problems and the state of the dentist

EXISTING PRACTICES

Profit Problems: Dentist is Tired/Motivated by Need

Tuesday, April 23, 13

Page 12: Common practice problems and the state of the dentist

EXISTING PRACTICES

Profit Problems: Dentist is Tired/Motivated by Need

Too many write-offs

Tuesday, April 23, 13

Page 13: Common practice problems and the state of the dentist

EXISTING PRACTICES

Profit Problems: Dentist is Tired/Motivated by Need

Too many write-offs

Too many schedule openings

Tuesday, April 23, 13

Page 14: Common practice problems and the state of the dentist

EXISTING PRACTICES

Profit Problems: Dentist is Tired/Motivated by Need

Too many write-offs

Too many schedule openings

Poor treatment acceptance

Tuesday, April 23, 13

Page 15: Common practice problems and the state of the dentist

EXISTING PRACTICES

Profit Problems: Dentist is Tired/Motivated by Need

Too many write-offs

Too many schedule openings

Poor treatment acceptance

Working “too” hard

Tuesday, April 23, 13

Page 16: Common practice problems and the state of the dentist

EXISTING PRACTICES

Profit Problems: Dentist is Tired/Motivated by Need

Too many write-offs

Too many schedule openings

Poor treatment acceptance

Working “too” hard

Lack of new patients

Tuesday, April 23, 13

Page 17: Common practice problems and the state of the dentist

EXISTING PRACTICES

Tuesday, April 23, 13

Page 18: Common practice problems and the state of the dentist

EXISTING PRACTICESMinor Issues and Major Decisions: Dentist is Irritated and At Times Confused but Motivated

Tuesday, April 23, 13

Page 19: Common practice problems and the state of the dentist

EXISTING PRACTICESMinor Issues and Major Decisions: Dentist is Irritated and At Times Confused but Motivated

Underperforming hygienists

Tuesday, April 23, 13

Page 20: Common practice problems and the state of the dentist

EXISTING PRACTICESMinor Issues and Major Decisions: Dentist is Irritated and At Times Confused but Motivated

Underperforming hygienists

Disorganization at the front

Tuesday, April 23, 13

Page 21: Common practice problems and the state of the dentist

EXISTING PRACTICESMinor Issues and Major Decisions: Dentist is Irritated and At Times Confused but Motivated

Underperforming hygienists

Disorganization at the front

Team member resisting change

Tuesday, April 23, 13

Page 22: Common practice problems and the state of the dentist

EXISTING PRACTICESMinor Issues and Major Decisions: Dentist is Irritated and At Times Confused but Motivated

Underperforming hygienists

Disorganization at the front

Team member resisting change

Performance review assistance

Tuesday, April 23, 13

Page 23: Common practice problems and the state of the dentist

EXISTING PRACTICESMinor Issues and Major Decisions: Dentist is Irritated and At Times Confused but Motivated

Underperforming hygienists

Disorganization at the front

Team member resisting change

Performance review assistance

Making team member changes

Tuesday, April 23, 13

Page 24: Common practice problems and the state of the dentist

EXISTING PRACTICESMinor Issues and Major Decisions: Dentist is Irritated and At Times Confused but Motivated

Underperforming hygienists

Disorganization at the front

Team member resisting change

Performance review assistance

Making team member changes

Adding/Retracting PPO plans

Tuesday, April 23, 13

Page 25: Common practice problems and the state of the dentist

START-UP PRACTICES

Tuesday, April 23, 13

Page 26: Common practice problems and the state of the dentist

START-UP PRACTICESDoctor is Stressed, Overwhelmed, and Pressured to Move Forward

Tuesday, April 23, 13

Page 27: Common practice problems and the state of the dentist

START-UP PRACTICESDoctor is Stressed, Overwhelmed, and Pressured to Move Forward

Unclear Brand/Brand Ideas: Dentist Overwhelmed

Tuesday, April 23, 13

Page 28: Common practice problems and the state of the dentist

START-UP PRACTICESDoctor is Stressed, Overwhelmed, and Pressured to Move Forward

Unclear Brand/Brand Ideas: Dentist Overwhelmed

Vague Future Vision

Tuesday, April 23, 13

Page 29: Common practice problems and the state of the dentist

START-UP PRACTICESDoctor is Stressed, Overwhelmed, and Pressured to Move Forward

Unclear Brand/Brand Ideas: Dentist Overwhelmed

Vague Future Vision

Disjointed Identity (Website, Logo, Interior Design, etc.)

Tuesday, April 23, 13

Page 30: Common practice problems and the state of the dentist

START-UP PRACTICESDoctor is Stressed, Overwhelmed, and Pressured to Move Forward

Unclear Brand/Brand Ideas: Dentist Overwhelmed

Vague Future Vision

Disjointed Identity (Website, Logo, Interior Design, etc.)

Lack of Branding Language

Tuesday, April 23, 13

Page 31: Common practice problems and the state of the dentist

START-UP PRACTICESDoctor is Stressed, Overwhelmed, and Pressured to Move Forward

Unclear Brand/Brand Ideas: Dentist Overwhelmed

Vague Future Vision

Disjointed Identity (Website, Logo, Interior Design, etc.)

Lack of Branding Language

Untrained Team or Wrong Team/Lack of Branding Experience for Patients

Tuesday, April 23, 13

Page 32: Common practice problems and the state of the dentist

START-UP PRACTICES

Tuesday, April 23, 13

Page 33: Common practice problems and the state of the dentist

START-UP PRACTICES

Financial and Insurance Decisions: Dentist Confused

Tuesday, April 23, 13

Page 34: Common practice problems and the state of the dentist

START-UP PRACTICES

Financial and Insurance Decisions: Dentist Confused

Deciding In-Network/Out of Network

Tuesday, April 23, 13

Page 35: Common practice problems and the state of the dentist

START-UP PRACTICES

Financial and Insurance Decisions: Dentist Confused

Deciding In-Network/Out of Network

Negotiating Fees with PPO Insurances

Tuesday, April 23, 13

Page 36: Common practice problems and the state of the dentist

START-UP PRACTICES

Financial and Insurance Decisions: Dentist Confused

Deciding In-Network/Out of Network

Negotiating Fees with PPO Insurances

Training the Team to Communicate Out of Network Status

Tuesday, April 23, 13

Page 37: Common practice problems and the state of the dentist

START-UP PRACTICES

Financial and Insurance Decisions: Dentist Confused

Deciding In-Network/Out of Network

Negotiating Fees with PPO Insurances

Training the Team to Communicate Out of Network Status

Creating Office Policy for Collections

Tuesday, April 23, 13

Page 38: Common practice problems and the state of the dentist

START-UP PRACTICES

Financial and Insurance Decisions: Dentist Confused

Deciding In-Network/Out of Network

Negotiating Fees with PPO Insurances

Training the Team to Communicate Out of Network Status

Creating Office Policy for Collections

Developing Team Treatment Acceptance

Tuesday, April 23, 13

Page 39: Common practice problems and the state of the dentist

START-UP PRACTICES

Tuesday, April 23, 13

Page 40: Common practice problems and the state of the dentist

START-UP PRACTICESDeveloping Office Systems and Measurements: Dentist is Stressed/Pressured

Tuesday, April 23, 13

Page 41: Common practice problems and the state of the dentist

START-UP PRACTICESDeveloping Office Systems and Measurements: Dentist is Stressed/Pressured

Preparations for Opening Day

Tuesday, April 23, 13

Page 42: Common practice problems and the state of the dentist

START-UP PRACTICESDeveloping Office Systems and Measurements: Dentist is Stressed/Pressured

Preparations for Opening Day

Creating and Implementing Office Policy Manual

Tuesday, April 23, 13

Page 43: Common practice problems and the state of the dentist

START-UP PRACTICESDeveloping Office Systems and Measurements: Dentist is Stressed/Pressured

Preparations for Opening Day

Creating and Implementing Office Policy Manual

Developing Scheduling System

Tuesday, April 23, 13

Page 44: Common practice problems and the state of the dentist

START-UP PRACTICESDeveloping Office Systems and Measurements: Dentist is Stressed/Pressured

Preparations for Opening Day

Creating and Implementing Office Policy Manual

Developing Scheduling System

Converting New Patient Phone Calls/Tracking Marketing Sources

Tuesday, April 23, 13

Page 45: Common practice problems and the state of the dentist

START-UP PRACTICESDeveloping Office Systems and Measurements: Dentist is Stressed/Pressured

Preparations for Opening Day

Creating and Implementing Office Policy Manual

Developing Scheduling System

Converting New Patient Phone Calls/Tracking Marketing Sources

Creating Job Descriptions and Implementing Accountability Meetings

Tuesday, April 23, 13

Page 46: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Two Sides: Buying and Selling

Buying (Personal Goal: Help Prior to Purchase)

Dentist Feels Frustrated or Remorseful:

Uncooperative Team

Unproductive Systems

Hesitant Patients

Feeling “Stuck” Between Old and New

Tuesday, April 23, 13

Page 47: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Tuesday, April 23, 13

Page 48: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Selling (Personal Goal: Help 1+ Years Prior to Sale)

Tuesday, April 23, 13

Page 49: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Selling (Personal Goal: Help 1+ Years Prior to Sale)

Dentist Feels Shocked, Discouraged, Motivated:

Tuesday, April 23, 13

Page 50: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Selling (Personal Goal: Help 1+ Years Prior to Sale)

Dentist Feels Shocked, Discouraged, Motivated:

Undervalued Practice

Tuesday, April 23, 13

Page 51: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Selling (Personal Goal: Help 1+ Years Prior to Sale)

Dentist Feels Shocked, Discouraged, Motivated:

Undervalued Practice

Resistant/Apprehensive Team

Tuesday, April 23, 13

Page 52: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Selling (Personal Goal: Help 1+ Years Prior to Sale)

Dentist Feels Shocked, Discouraged, Motivated:

Undervalued Practice

Resistant/Apprehensive Team

Systems Are Not Implemented or Are Failing

Tuesday, April 23, 13

Page 53: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Selling (Personal Goal: Help 1+ Years Prior to Sale)

Dentist Feels Shocked, Discouraged, Motivated:

Undervalued Practice

Resistant/Apprehensive Team

Systems Are Not Implemented or Are Failing

Pressure to Somehow Increase Practice Value

Tuesday, April 23, 13

Page 54: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Tuesday, April 23, 13

Page 55: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Buying: The Dentist Needs

Tuesday, April 23, 13

Page 56: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Buying: The Dentist Needs

Preparation for What Lies Ahead

Tuesday, April 23, 13

Page 57: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Buying: The Dentist Needs

Preparation for What Lies Ahead

An Outside Opinion - Is This the Right Choice?

Tuesday, April 23, 13

Page 58: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Buying: The Dentist Needs

Preparation for What Lies Ahead

An Outside Opinion - Is This the Right Choice?

Assistance With Implementing Change

Tuesday, April 23, 13

Page 59: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Buying: The Dentist Needs

Preparation for What Lies Ahead

An Outside Opinion - Is This the Right Choice?

Assistance With Implementing Change

Selling: The Dentist Needs

Tuesday, April 23, 13

Page 60: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Buying: The Dentist Needs

Preparation for What Lies Ahead

An Outside Opinion - Is This the Right Choice?

Assistance With Implementing Change

Selling: The Dentist Needs

Assistance With Preparing the Team

Tuesday, April 23, 13

Page 61: Common practice problems and the state of the dentist

TRANSITION PRACTICES

Buying: The Dentist Needs

Preparation for What Lies Ahead

An Outside Opinion - Is This the Right Choice?

Assistance With Implementing Change

Selling: The Dentist Needs

Assistance With Preparing the Team

Preparation for “Staging” the Practice for a Sale

Tuesday, April 23, 13