Schedule
Where do you find your offices "Daily Streak" for scheduling to goal?
Under schedule tab in HBE
What is your hygiene teams bonus structure?
BONUS (100 PTS) Where can your hygienist look for this info?
5% earned over $1250
7% earned over $2000
SAP Comp dashboard
Who should we be offering financing to and how?
BONUS (100PTS): How should you be getting to the financing platform?
Everyone/ One click submit
Through ipads for patients to fill out themselves
What does SOG mean?
BONUS (100PTS): What is the company goal for SOG in 2026?
Same office growth
6%
What does PCSB stand for?
problem consequence, solution, benefit
What does SRS stand for?
When do you implement SRS?
What are the 6 steps?
schedule response system
When your not scheduled to goal/ schedule has opportunity
1. Inform the team
2. Patients in the chair
3. Move up to today
4. Specialty and lab cases
5. Smile blasts
6. Blitz/ working reports and asap lists
What are the Big 3 production opportunities?
(BONUS 100pts: Where can find this information?)
Crowns
Invisalign
SRP
HBE under produce- Outstanding TX Opportunities Today
Anything over $250
CANNOT use overnight drop off- Must get receipt and initial and include back with EOD. Cash CANNOT be combined- One deposit slip per day.
What is the intelligence resource called we have to help educate our patients?
BONUS(100PTS) On what patients do we need to use this with?
VideaAI
Every patient! :)
What is the GOAL for office answer rate each month?
80%
What % should you be entering the month at in terms of PTB?
BONUS (100pts) When should you be scheduled to that % by?
60%
By 25th of the current month
Where can you find your MTD procedure metrics?
PMO landing page/ Provider Insights
What are the three EOD reports you should be pulling?
Procedures not attached
Primary/secondary insurance claims
RGB (remaining guarantor balance)
What are the steps needed to show a patient IFV?
-Wide smile photo
-Upload photo to run simulation
-Take scan and run simulation
-Present patient with results
What does OHIO mean?
BONUS(100PTS) Name 2 places OHIO applies
only handle it once
Chart preps, morning huddles, VOIs, claims attachments
Please write the naming convention for the following services as "blocks":
New patient
Limited
Consult
Recare
"DPS-Block1"
"DPS-Limited1"
"DPS-Consult1"
"DPS-Recare"
What is the new align provider status that was added this year?
BONUS(100PTS): How many points does each tier require?
Pearl
Gold= 15,000
Pearl= 35,000
Platinum= 70,000
What is the AR timeline?
BONUS(100PTS) How many statements, EBRs/CC need to be done to send a pt to collections?
E-statements sent out by 1st
Insurance AR worked 1st-15th
Paper statements sent out by 15th
EBRs from 15th-30th
3 statements
2 EBRs
2 CCs
What does the 2x2x2 system mean & how do you implement it?
BONUS(100PTS): Where is the easiest place to find this info?
2 day, 2 week, 2 month follow ups with patients to ensure 2 appts are always scheduled
HBE/ Morning huddle
What does PG/ Press Ganey mean?
BONUS (100PTS) What does this impact for you, your doctors, and hygienists?
Patient satisfaction/ experiences office is providing
Affects PMO bonus, doctors going to presidents club, hygienist going to directors club
(minimum score needs to be above 94)
Where in SAP should a PMO be looking daily for schedule metrics?
What is the "Super GP" Model?
33 Crowns, 3 Endos, 1 Invisalign, 13 EXTs, @ $80k in production
True or False:
When applying patients through oneclick submit, it will hit the patients credit score as a hard pull.
FALSE!
Oneclick is now our new one-stop shop for ALL patients to have a 99.9% approval rates for all of our financial partners WITHOUT hitting their credit! Unless the patient commits to care credit is the only time credit will be effected is if the patient defaults on any loans. (do not say specific plans)
What are the 13 dots?
(pass out 13 dots sheet)
service swot, disc, transfer, smile swot, dbm/et, transfer, doctor tx, doctor close, transfer, transfer, 10-steps, firm financial, say yes/deliver tx
What does LCQAC stand for?
Listen, Cushion, Question, Answer, Close