Category: Office Systems

We track various statistics to better understand how we’re performing on a day-to-day basis. We use some custom-made spreadsheets to track the numbers that we believe tell us the most about how we’re doing as a practice. These items change periodically depending on the phases of growth, goals, etc. Help us keep track of our…

When it comes to organizing our office manual in a way that is usable for our team members, checklists are the most fundamental tool. You could say the checklist is the backbone for how we do most everything in the office. Below you’ll find a sample of our general checklist. This checklist is mostly for…

When it comes to organizing our office manual in a way that is usable for our team members, individual daily checklists are the most fundamental tool. You could say the checklist is the backbone for how we do most everything in the office. Below you’ll find a sample of our billing specialist checklist. The checklist…

When it comes to organizing our office manual in a way that is usable for our team members, individual daily checklists are the most fundamental tool. You could say the checklist is the backbone for how we do most everything in the office. Below you’ll find a sample of our reception / hygiene coordinator checklist.…

When it comes to organizing our office manual in a way that is usable for our team members, individual daily checklists are the most fundamental tool. You could say the checklist is the backbone for how we do most everything in the office. Below you’ll find a sample of our treatment coordinator checklist. The checklist…

When it comes to organizing our office manual in a way that is usable for our team members, individual daily checklists are the most fundamental tool. You could say the checklist is the backbone for how we do most everything in the office. Below you’ll find a sample of our dental hygienist checklist. The checklist…

When it comes to organizing our office manual in a way that is usable for our team members, individual daily checklists are the most fundamental tool. You could say the checklist is the backbone for how we do most everything in the office. Below you’ll find a sample of our dental assistant (DA) checklist. The…

It is the front desk’s responsibility to see that deposits are made each day. After the last patient has checked out we want to compare our records with patient payments for the day. Do the following: DAILY AUDIT OF RECEIVED PAYMENTS & DEPOSIT REPORT: See this article by The Dental Startup Academy for more details:…

Every day, the front desk team members should go through the accounts of all patient scheduled the next day.  Pull up each patient’s account to check any balances, determine the reasons for any balance, and decidee if any of that balance should be collected the following day. For example, is there still a pending insurance…