13 Dots
What is the first dot
Service SWOT
What is netiquette?
Technology etiquette that applies when communicating over the internet, social networks, or devices
What report can be pulled to help build the schedule?
Unscheduled treatment
When should next day confirmation calls be done by and why
12pm / to be able to have more time available to fill schedule back up if cancellations happen
What does OHIO stand for
Only Handle It Once
What is the purpose of 13 dots
It is the flow of the patient through the office between all team members
How many sections on service swot are need to know information
and can you name them
4
Patient contact info
Dental concerns
Insurance
Premed
What is 2x2x2
A followup system for patients who did not re appoint broken up by 2 days 2 weeks 2 months
What can you utilize to send group messages pertaining to the scheudle
Solution reach
What 3 reports need to be run daily at the EOD
-Procedures not attached
-Secondary insurance claims to create
-Ins claims to process
What is the difference between service swot and smile swot
Service swot is initial phone intake of patient information, technical info
Smile swot is from clinical team to gather the emotional information
What does each letter of DISC stand for
Dominant
Influence
Steady
Conscientious
What is SRS and how many steps are involved
Schedule Response System
10
What system is used when schedule falls apart
SRS
How many treatment calls should you make each day
30
What is the 11th dot
10 step financials
Give 3 examples of proper phone etiquettee
knowing if they are new or recare pt and utilizing np summary
Knowing when next available appt is
Examples of Rock, Sand, Yes scheduling
Rock: Crowns (high production)
Sand: Fillings
Yes: same day / emergency care
What is the DR/HYG column used for
Unconfirmed hygiene patients
What is "running the world"
How many dots involve the BA
7
Patient Services Representative
What makes a productive schedule?
Procedures in the right columns
Correct timing
Combination of appointments
Actively scheduling to goal
Reappointing patients
What is the confirmation policy
2 week call (for hygiene)
2 days
1 day
What 3 reports are apart of EOD packet
Day Sheet
Adjustments Only sheet
Deposit Slip