Tuesday, December 12, 2017

Year in Review

Year end is right around the corner and that means the questions start rolling inabout what the process is this time of year. Is there a special report I should run? Is there anything I need to know about running Year End? The fact is there is nothing different to running Year End as there is to running Month End. Also, if you have upgraded to Dentrix G6.6, you can use the new Month End Task Scheduler to run the tasks automatically.

Over the past few weeks, I have exploited the Month End process to the point that you probably don’t want to hear about it any more … so let’s talk about a few other things to think about as the end of year approaches. This is a time for celebration and raising a glass to an amazing year. Find out what was amazing this year in your practice and, during your last team meeting or holiday party, give a toast to these amazing things.
  • Did you improve your patient retention this year? If you are watching this number on your Practice Advisor Report then you know what I am talking about. Have you been able to close down the back door so patients are not leaving your practice and you have less attrition? For more information about this number on the Practice Advisor Report, read back on “How wide open is your back door?"
  • Give thanks to your largest referral sources. Run a Referred By Doctor/Other and Referred By Patient report to find out who or what referred the most patients to your practice and give them a shout out with either a simple “Thank You” or a monetary gift of thanks.
  • Were you able to bring down your accounts receivable? If you are proud of the systems you have put in place for managing your accounts receivable, then brag about it. Let your team know if you started using the Collection Manager for managing patient balances which has made a significant different in your bottom line. Or if you added patient financing to your financial options and it has increased your payments on the day of service, then celebrate this as well. If this is one of your goals for 2018, stay tuned for a blog post coming in January.
  • Give your hygienists some love if they have increased their production per day or increased the percentage of patients pre-scheduling their next visit. Both of these numbers can be found on the Practice Advisor Report and deserve recognition.

Enjoy your holidays and have fun celebrating all your successes this year. 

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