List of Trainings

EMPLOYEE DOCUMENTS

• New Accountability & Acknowledgment Form
• Confidentiality Agreement
• Non-Disclosure/Non-Compete
• Employee Handbook & Signature
• Key Agreement
• Hepatitis B Vaccination Form
• New Employee Checklist
• Employee Business Credit Card

JOB DESCRIPTIONS

• Office Manager
• Treatment Coordinator
• Patient Coordinator
• Hygiene Coordinator
• Lead Assistant
• Assistant
• Hygienist
• Hygiene Assistant

JOB CHECKLIST

• Office Manager
• Treatment Coordinator
• Patient Coordinator
• Hygiene Coordinator
• Lead Assistant
• Assistant
• Hygienist
• Hygiene Assistant
• Opening & Closing Responsibility
• Opening & End of Day Checklist

TRAINING CHECKLISTS

• Front Office Training Checklist
• Assistant Training Checklist
• Hygienist Training Checklist
• Doctor/Associate Training Checklist

COMPUTER TRAINING

• Software: Login, back-up
• Email: Login, Check Email Hourly
• Patient Confirmation System
• Passwords for all Programs

PATIENT-CENTRIC 5-STAR SERVICE

• Why Choose Us
• The “Wow” Patient-Centric Journey
• Excellence In Service
• Patient Comfort Menu
• New Patient Welcome Calls
• Post-Treatment Care Calls
• CANEI
• MNBD
• Patient Service Mindset
• Patient Service Mindset Verbiage
• Change Questionnaire Update
• Rating/Evaluating Your Practice

MINDSET

• The 4 Stages of Learning
• The Comfort Zone
• Mindset Basics
• Plan For Success
• Be, Do, Have
• Confidence and Competence
• Taking Responsibility
• Medicine Wheel
• What Else Could This Mean
• Problem/Challenge/Opportunity
• Solution Mindset
• Ripple Effect
• 16 Core Beliefs To Create Change
• Which Employee Are You
• Your “Why”
• One-On-One Personal Coaching

COMMUNICATION

• Unlimited Text & Email To Us
• Patient Communication Styles
• Metaphors
• Communication Assessment
• Questions To Detect Eye Patterns
• Building Rapport
• 11 Points of Contact
• Outcomes and Intentions
• Language and our Mindset
• Influential Words
• Cause and Effect
• Pacing and Leading Language
• Yes Set Questions
• Tag Questions
• Using Pauses
• Filters and Judgments
• Learning Styles
• 3 Communication Types
• Conflict Resolution
• When You Stop Being Right
• Say This Not That
• How To Give Proper Feedback To Team

MISSION STATEMENT & TEAM VISION

• Creating A Mission Statement
• Creating A Team Vision
• Your Excellence Guarantee

LEADERSHIP IN THE DENTAL OFFICE – TEAM MEMBER BEING CEO

• Source Point (Cause) vs Out Point (Effect)
• Radical Common Sense
• Leadership Training
• Communication Training
• Agreements: Managing Systems Not People
• Quality, Price, Service Triangle
• Patient Value/Worth
• Bravo Board

18 DAYS OF TRANSFORMATION

• 18 Days of Team Skills Detailed
• Emails To Doctor & Office Manager

GOALS

• Inserting A Goal Into Your Future
• Patient Avatar Worksheet
• Knowing Your KPI’s
• Goals and Statistics For Your Practice
• Hitting Your Target vs. Your Goal
• Goal Production & Collection Arrows
• Personal Goals: Financial, Career, Learning, Spiritual, Achievements, Growth, Health, Physical, Relationships, Free Time, Community, Contribution

MORNING HUDDLE

• Morning Huddle Mastermind
• Team Member Responsibilities
• Anticipating Patient Needs Reviewing Patient NotesRoute Slips
• 50/50, Thank You, Welcome Cards Attached To Route Slips
• New Patient Tours
• Everybody, Somebody, Nobody, Anybody THE HAND OFF
• Examples of Patient Hand Off
• Hand Off To Doctor
• Hand Off To Treatment Coordinator

TREATMENT PLANNING SUCCESS

• Smile Questionnaire
• Questions To Dig Deeper
• Questions For Clarification
• Questions To Create Emotional Connection With Patient
• Filters
• Maximizing vs. Minimizing Words
• Treatment Tracker
• Oral Systemic Link
• Speak How You Want Your Patient To Feel
• Treatment Planning: Putting It All Together
• Look, Listen, Notice, Pay Attention Communication Training
• Starting The “Yes” Process With The End Result In Mind
• Effectively Handling Complaints and Objections
• Tips To Effective Treatment Planning
• 9 Pillars of Influence
• Treatment Plan Folder Content
• Sterilization Process
• Equipment Maintenance
• Opening & Closing Duties

HYGIENE PROTOCOL

• 5-Star Preventative Therapy
• Delivering 5-Star Patient Service
• Being Your Patient’s Health Advocate
• Patient Treatment Acceptance
• Recall, Recovery, Reactivation
• 60 Minute Hygiene Appointment
• Hygiene Procedures Performed
• Time Per Procedure
• New Patient Appointment
• Verbiage: X-rays, Fluoride, Sealants, Desen-sitizing Agent, Probing, Next Visit, Whitening
• Packages to Sell to Perio Patients Homecare Instruction
• Health Informationals
• Hygiene Codes, Explosion Codes
• Sending Hygiene Postcards
• Amenities/Comfort Menu
• Assigning Correct Providers
• Hygiene Accelerated
• Procedures By Hygiene Assistant
• Scheduling
• Know Your Numbers
• Goals

HYGIENE ORAL SYSTEMIC LINK

• What Is The Oral Systemic Link
• Oral Systemic Symptoms
• Healthy Mouth Standard Medication Side-Effects
• Periodontal Systemic Screening
• Oral Cancer Screening

HYGIENE TRACKER (BONUS)

• Hygiene Daily Tracker
• Hygiene Commission Plan
• Clinical Treatment Planning Practice Analytics
• Accepting/Rejecting Treatment Plans
• Scheduling Treatment From The Operatory
• Perio Charting
• Phase Treatment
• Headset Protocol
• Back Office Supply Ordering/Budget
• Amenities Menu

HYGIENE PERIO PROTOCOL

• Perio Protocol
• Arestin treatment
• 3-4 Month Perio Maintenance
• Probing, SRP Time Per Procedure
• Perio Appointment Breakdown Consents: Type 1, Type 2, Type 3, Type 4
• General Consent for Perio
• Perio Verbiage
• Risk Assessment
• Perio Assessment Chart
• Home Care Instructions
• Periodontal Disease Signs & Symptoms

PHONE SKILLS TRAINING & VERBIAGE

• Steps To Higher Conversions
• Reducing Cancellations
• Profitable Scheduling
• The 9 Types of Calls
• New Patient Recare Call
• New Patient Emergency Call
• Existing Patient Emergency Call
• Do You Take My Insurance Call
• The Price Shopper Call
• The Cancellation Call
• The Late Cancellation Call
• The Rescheduler Call
• How Much Will This Cost Call
• The Reactivation Call
• Confirmation Calls
• Conflict Resolution With Patient
• Call Tracker

EFFECTIVE SCHEDULING

• Check Schedule Every 10 Minutes
• Greet Next Patient By Name Using Photo & Clock
• Using Scheduling Alerts
• Seating Patient in 5 minutes
• Using Scheduler Notes For Daily “To Do” Tasks Setting Daily Scheduling Goals
• How To Reach & Exceed Scheduling Goals
• Profitable Scheduling
• How To Fill Openings In Schedule
• Multi Codes & How To Use Them
• Chart Audit & Reactivation
• Procedure Time Worksheet
• Quick Reference Guide
• Fee Schedules
• Route Slip Protocol

FINANCIAL/ACCOUNTS RECEIVABLE

• Posting Insurance Checks
• Billing Statements Weekly
• Over-The-Counter Collections
• Pre-Collecting
• Collections & Treatment Plan Verbiage
• Accounts Receivable & Accountability Checklist
• UCR Fee Evaluation
• Membership Savings Program
• Adjustments Categorization
• Credit Card Authorization
• Petty Cash Protocol & Log
• Collection Letters: 30/60/90/Final
• Collection Calls & Emails
• Collection Call – How, What To Do, What Not To Do, Collection Verbiage, Delinquent Accounts, Collection Agency

INSURANCE CODING & BILLING

• Advance Insurance Verification
• Insurance Verification Form
• Insurance Claims Filing
• Insurance Company Contact
• Insurance Login
• Follow-Up On Unpaid Claims
• Understanding Explanation of Benefits
• Make Proper Adjustments
• Utilize Current CDT Codes
• Posting Insurance Payments
• EFT
• PPO Fee Schedule Review
• Most Common Billing Errors

MARKETING IDEAS

• 12 Month Internal Marketing Campaign
• Monthly Newsletters
• $50/$50 Referral Program
• Holiday Marketing
• Open House
• Halloween Candy Buy Back
• Community Outreach
• Free Whitening For Life

BONUS

• Triple Win Approach
• Goals
• Production Arrow
• Collection Arrow
• Bonus For Position
• Bonus Overview

TEAM MEETING TRANSFORMATION

• Team Meeting Discussion Form
• Team Meeting Facilitator Form
• Team Meeting Bonding Games
• Team Meeting Agenda
• Team Recognition

MANAGING YOUR NUMBERS

• Industry Benchmarks
• Success Calendar
• Month End Reporting
• Practice Analytics Review: Tracking Growth, Production, Adjustments, Net Production, Collections, New Patients, Hygiene Days Needed, Production Per Hour, etc.
• Office Manager Month End Reports
• Employee Business Credit Card
• Managing Treatment Accepted Treatment Plan Tracker
• Budget for Managing Supplies
• Fee Analysis

END OF DAY

• End Of Day Reconciliation
• End Of Day Reports Given to Doctor
• Required Daily Reports
• Credit Card Reporting Incident Report
• New Patient Checklist
• Office Manager Daily Checklist
• Office Manager Month End Checklist
• Opening Duties Checklist
• Patient Care Coordinator Daily Checklist
• Patient Deactivation Checklist
• Required Daily Reports Checklist
• Route Slips Checklist
• Scanning Reference Guide List
• Success Calendar Daily Checklist
• Treatment Plan Education Checklist
• Treatment Plan Folder Content Checklist
• Treatment Plan Resources Checklist

REPORTS: HOW TO RUN THEM

• Accounts Receivable Trends
• Active Patient Base
• Adjustment Summary
• Account Aging
• Analysis

CONSENTS

• Amalgam Restoration
• Conscious Sedation
• Crown & Bridge
• Dentures Temporary
• Denture Partial
• Denture Full
• Dentures Permanent
• Extraction
• Gingival Augmentation Surgery
• Implant
• Nitrous Oxide
• Oral Conscious Sedation
• Orthodontic
• Periodontal
• Photography Release
• Pulpotomy
• Refusal Of Treatment
• Root Canal
• Scaling & Root Planing
• Sealant
• Sleep Breathing Disorder Appliance
• Snoring & Sleep Apnea
• Teeth Whitening
• Temporaries
• Vizilight Oral Cancer Screening

PRACTICE CHECKLIST

• Accounts Receivable Accountability Checklist
• Bathroom & Kitchen Duty
• Checking Out Patients Checklist
• Closing Duties Checklist
• Correspondence Checklist
• End Of Day Office Checklists
• End Of Day Reports To Doctor
• Fix It List
• Front Office Daily Checklist

BOOK RECOMMENDATIONS & TRAININGS

• If Disney Ran Your Hospital
• The Pursuit of Wow!
• Psycho-Cybernetics
• Crucial Conversations
• Think & Grow Rich
• 7 Habits of Highly Successful People
• 8th Habit of Highly Successful People
• Good To Great
• The 10X Rule
• The Power of Purpose
• The Art of Possibility
• Unleashing The Power of Emotional Intelligence
• The Secret
• The One-Minute Manager
• Effectiveness Through Situational Leadership
• Learning To Lead
• Winning
• Who Moved My Cheese
• Pulling Your Own Strings
• What Happy People Know
• The Power of Positive Thinking
• Become A Better You
• As A Man Thinketh
• Seeds of Greatness
• Constructive Conflict Management
• The Personality Code
• 10% Happier