Get Dayna's Treatment Manager Tip Sheet: https://membership.novonee.com/treatment-manager-download

About this time of year, I talk to you about boosting up your contacts with patients who have unscheduled treatment and remaining dental benefits. Most dental plans will renew in January, so starting to reach out to patients in the month of September will give you the next three months to persuade them to use them or lose them. It’s a win-win when patients can take advantage of their dental benefits and receive recommended dental care.

If you have been reading my blog articles and listening to my podcasts, you know that I love the Treatment Manager for tracking unscheduled treatment. In fact, I have given it a nickname . . . “Mining for Gold.” This report is one of the most important operational reports to work into your weekly routine. However, at the end of the year, I am asking you to boost it up a little more.

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Collections in the dental practice is a team sport and everyone must become comfortable with some aspects of the collection process. Probably the most important aspect that every team member can participate in is collecting on the day of service. Just this one simple task will prevent your patient accounts receivable from getting into the overdue column.

If I worked in your practice, there would be two protocols we would never break. These protocols would ensure that your patients were prepared for their out-of-pocket expenses and your team was prepared to collect it. Being prepared for your patients next visit isn’t hard … it just takes discipline.

Schedule a call with Dayna: https://novonee.appointiv.com/1.9/l/phone/c/one-on-one/a/discovery-call/p/dayna-johnson

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Accounts receivable is on the rise. In fact, I had three calls with doctors this week specifically about how the accounts receivable was out of control in their offices and they did not have a systematic process to manage it. This means the dental practice is allowing patients to make payments more often, insurance companies are taking longer to pay and the patients are walking out the door without paying their co-pay for the day of service. According to one of the practices I talked to, the over 90 days past due balances was over 45% of the total accounts receivable. That is a lot of money, people!

Managing your accounts receivable requires not only good verbal skills, but also a systematic approach to your management routine. It’s important to create a system for managing the insurance money owed and the money owed from the patient so nothing gets missed.

Megan Lohman and her team at Plan Forward help dentists and dental teams grow relationships, increase case acceptance and build loyalty within the dental practice.

Listen to our conversation today about how a membership plan can be a value added offer to your non-insured patients. You can learn more at: https://www.planforward.io/

In today's episode I continue the conversation about annual planning in the dental practice. Last week, Claire and I talked about having historical practice analytics so you can make better decisions for next year. There are a couple great reports in your Dentrix software to pull out metrics, but the best report is the Practice Advisor Report.

To take a deeper dive into your practice metrics, join me in the Novonee membership where you can take our "Understanding Your KPI's" course and then ask questions when you get stuck.

Lear more here: https://membership.novonee.com/membership

#71 Interview with Claire Dickinson on Annual Planning by Dayna Johnson

Now is the perfect time to start annual planning in your dental practice for next year! It sounds early, right? I know many of you are still enjoying your summer vacations and BBQ’s out in the backyard. So am I and I totally get it. I am here to help you stay focused and on track.

Learn more at: https://novonee.com/

Dayna and Debi sit down for an important conversation about keeping all your software up to date and current. This is not just your Dentrix software, but all 3rd party software that integrates with your practice. Your IT company might not be installing all necessary updates so it is up to you to double check.

I know passwords are a pain in the (you know what) and Debi dives into why we need to embrace them.

For more information on this topic or to reach out to Debi to schedule your assessment, go to https://www.dkcarr.com/

Yay! Dentrix has added a feature enhancement that has been on my most requested list for a long time. I am so excited to tell you all about it. But, before I do that, I wanted to take a minute and bring you all up to speed on the first three updates that have been released since the beginning of the year.

Check out my update videos on our YouTube Channel

Today I am joined by my friend and dental industry leader, Brenda McNulty to talk about the Director of First Impressions in your practice. Listen to our conversation and see if this person exists in your practice or if you might want to bring one on.

You can receive a copy of Brenda's free tip sheet by emailing her directly at [email protected]