Retention
How do you define retention?
What is a measurement of a practice's ability to retain patients in a hygiene program
What are Broken Appointments?
What is confirmed appointments that do not show up/ NCNS.
What is the reason for huddles and monthly team meetings?
What is to align the staff, resulting in delivering the best possible care.
Typically this person will present the financials, review and sign contract and collect initial payment
Who is the treatment coordinator
What information would you find in the "Needs Attention" on your OrthoFi Dashboard?
What is Exam Result Incomplete/Tx Recommended- No Follow-up Set/ In Obs- No Follow-up set/ Unable to verify ins.
What is the retention goal?
What is 85%
What is the Broken Appointment Policy?
What is patients who break 2 appointments within a 12 month period have the potential to be placed on a same day only status.
What information is given at the huddle?
What is information to prepare the team to fully prepare for patients, anticipate issues, and to maximize the schedule.
Every new patient should receive this 1-2 days before the consult appointment from the Treatment Coordinator
What is a Value Call
If the slider was presented to a patient and they decide to "Think about it," the TC should set a....
What is a Follow-up
Total Active patients includes patients who have an appointment up to ____ months in the future/past?
What is 12 months from today (yesterday)
What is adding a marker/alert to the patient chart and documenting.
What are two ways OMs can ensure Practice Growth?
What is the Hygiene Recare Strategy and Case Management Strategy
The TC should provide the patients with this at every initial visit/consult appointment regardless if they start treatment
What is the New Patient Welcome Folder
What is the next step after a patient Signs @ Home?
What is contacting the patient to schedule an appliance placement appt.
Name one way you can maintain your Retention %
What is Best Practices in Recare (Recare Strategy), placeholders, ensuring all pts have 6 months appt. etc
How does the Same Day Strategy work? (2 ways)
What is the patient calls the office to see if they can be accommodated same day and/or the office calls the patient same day with any openings.
What are three ways OMs can ensure Ortho Growth?
What is Referrals, Ideal Consult, Ortho Recalls
The TC will inform the Orthodontist of the family’s chief complaints, health concerns, and general mood of the guardian starting treatment today, referral source information, the date of their last cleaning and provide any sibling information if applicable.
What is the doctor debrief (or doctor download)
It is important for the TC/OM to check on the "TX Start" Tab on the OrthoFi dashboard because...
What is claims need to be verified for submission
The Recare Calendar focuses on contacting patients who are ___, ___, and ___ months overdue.
What is 3, 7, 13 months
What are two strategies you can do to prevent Broken Appointments?
What is ensure 3/2/1 confirmation calls are being completed, utilizing Demand Force in unique ways, using correct BA Policy verbiage
What are the 5 Ps?
What is Patients, People, Providers, Process, and Performance
an electronic scan or plaster models of the teeth, extraoral and intraoral photographs, as well as a panoramic and cephalometric x-rays
What are records
Who is ultimately responsible for collecting patient balances?
What is the offices