Friday, January 24, 2014

Grow your practice and build relationships

So how are you all doing with your New Year’s Resolutions? The parking lot at my gym is already starting to dwindle down so I hope that all of you are staying on task and cleaning up your Dentrix database. I am going to change gears and start moving forward into 2014 with a look at your daily huddle.

Many offices I work with do not have a daily huddle or, if they do, they are just looking for schedule conflicts or wondering if the lab cases are back in. However, I think there is so much more to the daily huddle than just getting an update on your appointment book.

Let’s look at the Dentrix Daily Huddle Report because I want to point out my favorite feature for building relationships and growing your practice in 2014. Every day, I want you to look at the section containing the new patient referral statistics. In this section, you will see how many new patients you saw yesterday, how many are scheduled today, and a total number for the month. Dentrix counts a patient as a new patient if his or her first visit date is blank or filled in with today’s date.

Here’s an important point: Pay close attention to how a patient was referred to your practice. Look at the total number of new patients yesterday. If you had three new patients, you should have three referrals. Next, check the month-to-date numbers and make sure your total number of new patients matches your total number of referrals. This is an important observation everyday because you can print the Referred By report for your marketing person so he or she knows where to allocate funds for marketing and advertising. This is also important for the doctor to thank the patients who are referring to your office.

The Daily Huddle has many great tools for managing the goals of your practice. If you want to read more about the Daily Huddle report go to . . . Your Daily Motivation blog post.

Dayna Johnson, Certified Dentrix Trainer
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at and contact Dayna at

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