Wednesday, September 28, 2016

Will you finish the year at goal?

Okay teams, we are down to the last three months of the calendar year. Now is Are we going to meet our YTD goals?” You still have time to prepare and make some adjustments in your schedule if you are coming up short for the year. Just a couple of weeks ago, I talked about reaching out to patients with unscheduled treatment and how to make sure you have an accurate list of patients with whom to follow up. Now is the time to give your patients a gentle nudge and get them in before they lose out on those precious dental benefits.
the time to ask yourself, “

But there is more to goal-setting than just production goals. You have new patient goals and collections to strive for if you want a healthy practice. You might be asking, “Okay, what can we do over the next three months to maximize the time we have left in the year?” Let’s talk about some things you can do to set your practice up for an end of the year success.
  • Make sure you have time set aside for those new patients who are going to procrastinate and want to schedule in November and December. If you have read my blog for a while, you know that I love Perfect Day Scheduling and it is ideal for blocking out time for new patients. If you have a goal of 20 new patients per month, then using Perfect Day Scheduling will ensure that your new patients calling in will have some options when they call you. It kills me when I am working with practices that say, “We can’t get a new patient in for two months.” This is unacceptable if you want to grow your practice. For more information on how to use Perfect Day Scheduling, refer back to these articles . . .
  • Monitoring your production goals on a daily basis can give you and your team the statistics needed to make adjustments throughout the month and hopefully end the month on a positive note. You can enter your monthly goals into the software and use the Daily Huddle Report to manage your production goals on a daily basis. Also, when you enter your monthly goals into the software, you can use the monthly calendar as a quick visual to see where you are in respect to your goal. This is a great tool for your morning huddle. For more information on how to enter goals into Dentrix, refer back to these articles . . .
  • Tracking your collections and forecasting where you will end up for the year is also an extremely important piece for the last three months of the year. Monitoring your collections and accounts receivable can be watched from the Daily Huddle, Practice Advisor and the Practice Analysis. You can have amazing production … but if you are not collecting it, then none of it matters. If your collections are short for YTD so far, then let’s look for ways to step it up and find out where the outstanding money is. For more information on managing your accounts receivable, refer back to these past articles . . .

You can do this! Give your team the tools and reports they need to look ahead toward the end of 2016. 

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

No comments:

Post a Comment