Your schedule is the most important system in your office as it IMPACTS (Everyone)

Your schedule is the most important system in your office as it IMPACTS (Everyone)

Business 101 Why is this important? Take off your dental hat and put on your business hat What is a schedule?

Scheduling is a System An organized, purposeful structure that consists of interrelated and interdependent elements. These elements continually influence one another (directly or indirectly) to maintain their activity and the existence of the system, in order to achieve the goal of the system. Definition: www.businessdictionary.com

Scheduling is a System Is your schedule organized and purposeful? How does this influence one another? What is the goal of the system (the schedule)?

I M P A C T S Importance to patients and team Make it a game Primaries first Add blocks Continually improve Train anyone that schedules Scheduling policy

Importance to Patients Patient experience is how patients judge us Must make it easy to schedule and arrive Their time is valuable Don t like being at the dentist anyway

Importance to Team Initial reason for drama Impacts everyone s job Foundation of the day Biggest stress for everyone Difference between getting lunch or out on time Determines mood of doctor

I M P A C T S Importance to patients and team Make it a game Primaries first Add blocks Continually improve Train anyone that schedules Scheduling policy

Make it a Game Understand it is always going to change Attitude is everything Can t let is stress you out Stay in control and positive

Look Familiar? Daily Goal

Keep Score Start with the Goal in Mind Monthly Goal = $60K DDS Produce 70% = $42K RDH Produce 30% = $18K Office open 16 days/month DDS: $2625/day RDH: $1125/day

I M P A C T S Importance to patients and team Make it a game Primaries first Add blocks Continually improve Train anyone that schedules Scheduling policy

Productive Scheduling Primaries: Anything of a high dollar (no matter the length) Secondaries: Any appt with some dollar value (just not a high amount) Tertiary: Any appt with no dollar value at all

Goal Goal is $2625 for doctor Primary = $1200/avg Secondary = $300/avg 2 primaries = $2400 8 secondaries = $2400 Tertiaries = never hit our goal

I M P A C T S Importance to patients and team Make it a game Primaries first Add blocks Continually improve Train anyone that schedules Scheduling policy

Block Scheduling Figure out daily goal and then amount to be blocked (70-75% of your daily goals) Add blocks in to hold spots Block for productive and hard to get in appts (Perio or New Patients)

Where can we put a primary? Typically primary appointments are longer appointments Where are they going to fit in?

PMS Schedule to Easy to Ignore

I M P A C T S Importance to patients and team Make it a game Primaries first Add blocks Continually improve Train anyone that schedules Scheduling policy

Continually Improve Focus on today Then focus on tomorrow Then focus on next day When something falls apart then go back and fix it Don t be satisfied it is full look for ways to improve

Cancellation Calls Remember that stuff happens Find out if everything is ok If not acceptable let them know and put them on hold Never make it ok for them to cancel Tell them of policy and document Reschedule with agreement If trouble patient don t reschedule

Tips for Cancellations Announce opportunity time (not cancellation) Look for ways to push the opening out Try to fill with equal or more value Move patients up from next few days Look for patients in schedule with treatment Call from Quickfill List Call on Unscheduled list

I M P A C T S Importance to patients and team Make it a game Primaries first Add blocks Continually improve Train anyone that schedules Scheduling policy

Stay Tuned!

I M P A C T S Importance to patients and team Make it a game Primaries first Add blocks Continually improve Train anyone that schedules Scheduling policy

Team Meeting Write down every scenario Discuss what to do when it happens Get everyone to agree Write it down Post it in office Follow It Revise as needed

Scheduling Policy and Much More In The Document Section of Website

An organized, purposeful structure that consists of interrelated and interdependent elements. These elements continually influence one another (directly or indirectly) to maintain their activity and the existence of the system, in order to achieve the goal of the system. Reminder

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