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December 1, 2023

High Trust Relationships Lessen Team Turnover!

Team turnover has risen to epidemic proportions.  The expectations of long-term commitment have reduced significantly.  In fact, some institutions are teaching the best way to climb the ladder is to job hop.  However, research supports that higher job satisfaction results from high trust, long-term work relationships.  High trust in work relationships lessens team turnover.

I have the privilege of working with dental teams nationwide.  I have found that team turnover has increased and often for the smallest of reasons.  There seems to be little to no effort from the employees to improve and invest in the culture.  Instead, the mindset is to find a new job and move on. The problem is wherever you go there you are.  The same issues will continue to plague us unless we invest in the relationship and focus on a resolution.   

Often it is a false assumption that ends the relationship.  The uncomfortable conversations that need to happen to avoid assumptions and resolve conflicts or concerns are not happening.  I love the quote; “Short term discomfort avoids long term dysfunction!”

If everything goes well the relationship works.  Relationships that are never challenged are a low investment and low trust relationship.  They are at high risk when a challenge does occur.

High functioning relationships are based on high trust.  High trust is developed from an ongoing commitment to invest in the relationship even when things are difficult.  It is a belief that the other person has our back, and we are in it for the long haul.

Imagine a marriage where the first disagreement results in a threat to divorce. How much confidence would you have in the relationship?  A disagreement where the team member threatens to leave the practice or is threatened to be let go is a very similar scenario. 

I am blessed to say that I have been very happily married to my husband Steve for over 28 years.  We have a high trust relationship because we committed to each other that we would invest in our relationship and not walk away even if times get tough.  Investing means honoring, respecting, and committing to the other person.  Resolving difficult situations fosters confidence and high trust.   

So why invest in the relationship?  Here are just a few benefits of the employer and employee’s benefits of investing in a long-term relationship.

  • High trust relationships with team
  • High trust relationships with patients
  • Highly skilled team
  • Compensation package maximized
  • Belong to something bigger than themselves
  • Ownership, value and purpose from long-term investment
  • High job satisfaction
  • Minimal team turnover stress and expense

Any time an employee leaves your practice, for any reason, they are called a turnover.  You can calculate your annual employee turnover % by dividing the annual employee turnover number by total number of team members. 

Losing only one mid-level employee that is paid $30 per hour and works 32 hours per week (annual salary of $49,920) can cost your practice anywhere from $24,960 to $99,840 in recruiting and training expenses.  This dollar range represents a 6 to 24-month salary range of the mid-level employee.  You won’t see it as a separate line item on the P & L.  However, trust me it is there…hidden in reduced production and collection numbers.  

Your patients come to your dental office expecting to see the same faces.  Patients often build stronger relationships with the team than they do the doctor because they spend more time getting to know them.  Patients often look to team members to reinforce the necessity of treatment.  If you question this statement, ask your clinical and non-clinical team if they have ever been asked by a patient; do I really need this treatment, or would you do this treatment? High turnover results in declining trust and case acceptance.

Most dental practices don’t have spare team members just waiting to pick up the slack.  Which means that an existing team member must spend a large portion of their time training the new team member.  In most cases the team member was already working at capacity yet is expected to fit in the training and still perform at the same level.  Very few practices adjust their scheduling to accommodate the training process.  The added pressure spawns a culture of high stress, low morale and less than performance.  In practices where there is consistent turnover there is very little desire to train the new team member.  The mindset I often encounter is why bother…after all they will just be leaving soon anyway.  Even a high-performing culture is at the mercy of turmoil from turnover.

Here are some ways for employers to invest in long-term relationships:

  • Interview and vet applicants for character traits, attitude and skill sets as well as fit with the practice culture, managers, and co-workers.
  • Set comparable compensation and benefits with industry standard.  Review compensation and benefits packages at least annually.
  • Treat your team as well as you treat your patients.
  • Establish clear standards that are consistent for the entire team.
  • Create opportunities for open discussion with consistent daily huddles and weekly to monthly team meetings (frequency is based on amount of new team members, changes, and challenges). 
  • Show respect and recognition to employees.  Awards, recognition, and praise might just be the single most cost-effective way to maintain a happy, healthy and high-performing practice culture.
  • Maintain a realistic work schedule based on current employee coverage.
  • Create a positive practice culture with room to learn and grow. 
  • Keep employees in the loop and informed about future growth and how they can get there. Annual reviews or midyear check-ins are important; also encourage workers to come to you with career questions and goals throughout the year.

Investing in long-term relationships will reap long-term happiness and success!

September 1, 2023

Top 10 Leadership Strategies!

I have the privilege of working with dental teams nationwide.  What I have found is that everything begins and ends with the leadership team.  It’s what leaders do, allow, or accept that cultivates the culture.  If the leadership team is not aligned and cohesive it will be difficult to get the team aligned and cohesive.  Here are my top 10 strategies to build and aligned and cohesive team. 

Strategy 1- United We Team.  The We team consists of everyone involved with leading the team.  It could be as simple as a solo doctor without a manager.  In this case very simple to be united with oneself.  😊 However, once there are two or more it takes a focused commitment.  The leadership team would include doctors, managers, team leads and anyone in a role that is responsible for leading other team members.  The leadership team must always be supportive and united in front of the team.  Any difference of opinion or disagreements must always be handled behind closed doors.  Otherwise, it can create confusion and chaos within the team.    

Strategy 2 – One Message.  In order to have one message the leadership team needs to be on the same page.  Owner doctors will need to establish four core values to build around.  Email me at JudyKay@PracticeSolutionsInc.net to receive a Core Values Sample Page.  Weekly leadership meetings help keep the entire leadership team in the loop and on the same page.  Choose the same day and time every week and reserve it a year in advance.  It is at the weekly leadership meetings that discussions and agreements are made.  It is important to put the agreements in writing and save the information in a meeting log.  Once agreements are made they are shared with the entire team at a team meeting.

Strategy 3 – Open Communication.  Open communication includes the entire team.  A team meeting setting works best to allow time for introduction, discussion and implementation of new ideas or changes.  It is important to get feedback from the team members that will be responsible for doing the work.  Never introduce a change or new process in a memo.  It does not allow time for discussion and will limit end results. 

Strategy 4 – Model the Waddle.  In other words, lead by example.  This is the number one leadership principle.  There are no exclusions, no exceptions in essence no double standards.  I often hear, “but Judy Kay I am the doctor.  I can do what I want.”  Yes, they can but not without exceptions.  It is not what we say but what we do that inspires our team to follow our lead.  Leaders must always walk their talk.  For example, they need to be engaged and positive if they want their team to be engaged and positive. 

Strategy 5 – When to Lead Versus Manage.  Know when to lead and when to manage.  Leadership is defined as the ability to influence and guide people. 

Leading is providing a big picture view to the team and motivating them to be a part of the vision.  Once the vision is clear it’s time to manage.  Management is directing and controlling the process to reach a goal. Managing turns the vision into reality by setting and measuring smaller goals for the team to reach the end goal.    

Strategy 6 – Hire the Right People.  The right people are those that fit the team and practice culture.  Evaluate as a team the aptitude, character traits, and skill sets necessary to perform the job.  Never trade character for skills.  Skills can be taught whereas character is innate in the person.    

Strategy 7 – Training Benchmarks.  Establish clear and consistent training benchmarks for new hires.  Define what the minimum level of performance will be for each benchmark.  Create weekly benchmarks for the first three months.  Create monthly benchmarks for three months to twelve months.  Clear benchmarks create clear expectations for the new hire as well as the existing team.

Strategy 8 – Accountability.  Leaders need to hold everyone equally accountable.  No exclusions or exceptions or it will feel like favoritism and divide the team.  Adress negative words, attitudes, and actions as they happen daily.  The verbiage I like to use is, “How does _________ support our core value of _________?” or “How does what you did support our standard process of _________?”

Strategy 9 – Appreciation.  Appreciation is not just nice to do fluff stuff!  Appreciation gives team members value and purpose.  It is also feedback on performance.  Leaders catch your team members doing things right and show appreciation.  Appreciation motivates.  Criticism demotivates.  What is rewarded gets done.

Strategy 10 – Celebration.  Celebrate successes daily.  Morning huddles provide an opportunity to share successes from the day before.  I am not just talking about the financial goal.  Highlight positive patient interactions as well as positive team member to team member interactions. 

Implementing these 10 leadership strategies will help you build an aligned and cohesive team.  

May 1, 2023

Stop Walking On Eggshells!

I have the privilege of working with dental teams nationwide to help them co-create a happier, healthier, and higher performing culture.  There are so many moving parts in a routine dental practice’s day. The schedule, among other things, doesn’t always happen as planned.  There are even some days when it feels as if the wheels may have fallen off.  We need to as a team be able openly discuss what is working and what is not.  The obstacles are the eggshells that get in the way.

What are eggshells?  Eggshells are the fragile feelings that arise when we try to resolve a conflict with another.  These fragile feelings are a result of what we perceive based on our past personal experiences and not necessarily the other person’s intent.  Some of the fragile feelings I am referring to are fear, anger, judgment, retaliation, desire to be liked, insecurity, nothing changes, peer pressure, hurt feelings, disrespect, it’s not nice, or it’s not my problem.

These eggshells stop many of us from addressing the elephants (the unstated issues or concerns) in the room.  We create barriers between each other by laying our eggshells all around ourselves and worrying about stepping on those that others have laid around themselves.  We believe if we talk about what is not working or what is a problem or a concern we will step on their eggshells.  Almost everything becomes too uncomfortable or off-limits to discuss.  So, we don’t!  Instead, we just keep everything inside to avoid the eggshells and the practice culture deteriorates.  The chance to make good things happen, (better results, better relationships, and more responsibility) disappears.  What appears instead is a herd of elephants.  Everyone knows they are there and yet no one will talk about them for fear of stepping on an eggshell.

The problem is, if we don’t discuss the issues as they happen, they don’t go away.  Instead, the issues become elephants and the herd continues to grow until it takes over the entire practice.  We end up tiptoeing around each other’s eggshells and pretending the elephants don’t exist.  Or gossip grows out of frustration.  Communication between team members becomes emotionally charged.  The conflicts continue to grow; resolution becomes almost impossible.  The practice culture becomes stressful and negative.  This emotional stress and negative environment can drive even the best of team members to leave the practice!

To overcome the eggshells, we need to first acknowledge they exist.  Have a team meeting to talk about the eggshells in the office.  Have each team member identify which eggshells they surround themselves with most often.  I recently held a team meeting where each team member identified their eggshells.  There was a variety of answers; desire to be liked, hurt feelings, judgment, criticism, retaliation, and nothing ever changes.  They differ for each team member because of their past experiences.

Once the eggshells have been identified, discuss the importance of talking about issues as they happen regardless of their existence.  This proactive communication helps to prevent and remove the elephants from the room.  Reinforce the message; we are all working together towards the same goal of a healthy, happy, and high performing practice culture.  To accomplish this, we must give each other a break and believe that our other team members’ intents are good.  We need to talk about the issues even if talking about issues creates eggshells like hurt feelings, judgment, or criticism.

We need to stop assuming we know what someone meant by their actions or words or the way they said something.  Sometimes even what they say or the words they use can mean something different than what we believe them to mean.  Approach with care and concern to help relieve tension and avoid defensiveness.  Respectfully ask questions until you understand the other person’s true intent.  Here are two questions I recommend based on issue.

  • I am not quite sure what you mean, please tell me more.
  • I am not quite sure what happened, please tell me more.

Once we understand each other’s intent our trust grows, and it becomes easier to talk about the issues and resolve conflict.  Resolving conflict as it occurs will help to prevent elephants and promote a happy, healthy, high performing team environment.

Be a good egg; approach and be approachable!

April 1, 2023

5 Essentials to Embrace Change Successfully!

You may have heard the quote; “The only thing that is constant is change!”  It is true, change is inevitable but not always positive or successful!  The reality is that some work cultures support positive change, while other cultures sabotage change. There are many factors involved, such as team workload, other current changes in progress, team beliefs about change, clear communication about the change, benefits of the change, appropriate training, coaching and support provided during the change, etc.

I have the privilege of helping dental teams nationwide create a happier, healthier and higher performing culture that they will enjoy coming to everyday.  This always involves making changes.  I often observe team members roll their eyes and let out deep sighs of frustration when they hear there is another change heading their way.  They stress and worry about how it will affect them and how long it will last.  This article is dedicated to learning how to rise above the pain of change and make it a positive process.

Change for many of us is often scary.  The fear of change comes when we start the assumptions of “what if” thoughts!  How many times have you been afraid to make a change because of saying to yourself, “But what if this happens”? You just “what if’d” yourself right out of action. Think about this. It’s a biggy! How many times has fear stopped you? The ironic part is that fear is really only a negative prediction of the future. In most cases, what we worry about doesn’t happen. What actually happened, we didn’t even think about or worry about, and yet we still survived. Its proof that worry is a total waste of energy and time. If we can learn to evaluate the real danger, as opposed to the perception of danger (what if), we will get a more realistic viewpoint and we will be less afraid to make the change. Imagine how much happier you would be right this second if the fear of “what if” had no impact on your decisions. What would you do or change? What would your life look like right now?

Change requires us to have courage to face our fear of “what if” in unpredictable and unknown!  Regardless of how dysfunctional, unhappy, unproductive or toxic the current culture may be it often feels safer to keep the status quo.  The known almost always feels safer than the unknown.  That is why it is imperative that the value of the change be clear to those asked to make the change.  It is essential that the value and benefits of change rate an 8 or above on a scale of 1 to 10 with 10 being high.  Otherwise, the chance for the change to be positive and sustainable is limited.

I have found 5 essentials to help dental teams rise above their fears and embrace change as a positive process.

  • Trust in leadership
  • Clear and consistent direction
  • Structured plan
  • Adequate training and practice time
  • Realistic workload

The number one essential necessary to embrace change is trust in the leadership.  If the team members trust their leader(s) they will be more willing to step into the unpredictable and unknown.  Leaders can build trust by embodying the following traits:

  1. Model the waddle is the number one leadership principle – in other words lead by example
  2. Have a clear and consistent direction
  3. Be transparent by communicating to keep the team in the loop as much as possible
  4. Be open to suggestions and feedback
  5. Address any obstacles, fears or concerns the team may have about the change

The second essential is to communicate a clear and consistent direction.  It is important to use a decision strategy to avoid fly-bys and emotion driven decisions in the heat of the moment.  I teach the following four strategic steps:

  • What’s in the best interests of the patients, practice and the team – not any individual and long term
    • Think about 10 months and 10 years instead of next 10 minutes or 10 days
  • What is practical and realistic based on time, people and money currently available
  • What is the precedent being set
    • Is it fair, if we can’t do it across the board for everyone on the team it will feel like favoritism and divide the team
  • What is the level of passion we are willing to support the decision
    • Will we support it when push comes to shove even if it may result in losing an employee or a patient

Set your team up to succeed by communicating the change clearly and concisely.  I suggest the following communication process:

  • Clarify expectations
  • Ask questions to make sure everyone understands
  • Write objective down in bullet points if more than a couple of things
  • Identify equipment and supplies necessary
  • Schedule adequate training and practice time
  • Set realistic expectations for completion time and date
  • For more involved longer tasks schedule a check in

The third essential is for leadership to work with the team to develop a well-structured plan.  If you want the team to embrace a change, ask for their suggestions and feedback on how to implement the change.  If you want the team to have ownership, give them authorship as well.  A well-structured plan is well thought out and clearly defined.  I teach teams the R.I.S.E. Implementation Process to help them work together to create a well-structured plan.  R.I.S.E. is an acronym for Review, Implement, Sustain and Evaluate.

  • Review
    • What is it we are currently doing
    • What is working and what is not
    • Keep what is let go of what is not
    • WIIFTT – What’s in it for the team if we make the change
      • It is important for the value/benefits to rate an 8 or above on scale of 1 to 10 or it is difficult to sustain
    • Implement
      • What are we going to change
      • Who is going to do it
      • Who are we going to do it for
      • When are we going to do it – including time, sequence and flow
      • Where are we going do it – very specific location
      • Why are we going to do it
        • WIIFTT if we make the change – there must always be something in it for the team for the team to sustain the change
      • How are we going do it
        • Practice verbal skills
        • Practice role playing – yes, I know it’s awkward and it’s effective
        • Practice the entire physical walk through – never test it out for the first time on a patient
      • Create standard operating procedures
      • Schedule the roll out date
    • Sustain
      • In order to sustain it is important for the new change to become a habit
      • It takes a range of anywhere between 17 to 257 days to form a habit depending on the difficulty with the average being 66 days
        • Give any new change at least 60 days to get comfortable before considering any changes
      • Be precise and consistent to form a habit much sooner
        • Same sequence and steps for every team member every time
      • Support the change positively in words, actions and attitude
    • Evaluate
      • Is the process still working effectively
      • If not, what is the value and benefits in a change
      • Any change takes ongoing tweaking

The fourth essential is to schedule appropriate and adequate training and practice time.  I have found that the most positive and successful changes happen when the team has time to train and practice.

For new team members have clearly written weekly goals for the first 3 months.  Review the progress with the new team member weekly.  From 3 months to 1 year change to clear written monthly goals and review monthly.   Having clear written goals helps manage the expectations for the new team member as well as existing team.

For existing team members, meetings are the perfect opportunity for training and practice time.  Utilize your team meetings to:

  • Review and update systems and protocols
  • Implement new ideas
  • Monitor process of yearly goals
  • Practice, practice, practice
    • Verbal skills, role playing and physical walk through

Team meetings are most effective when you:

  • Schedule often enough
  • Schedule time enough
  • Schedule when most can attend
  • Get feedback from the entire team
    • Encourage solution focused suggestions on how to overcome potential obstacles

The fifth essential is to be realistic with the workload.  It will be very difficult to get the team excited about embracing something new if they are already swamped and consistently running behind.  It is important to evaluate whether there is adequate time, money, and people to successfully implement the change.  Don’t firehose your employees with changes.  Implement only one or two new changes at a time.  Even the most committed employees will become resistant to change if they are consistently overwhelmed.

Cultivating a culture with these 5 essentials will help you rise above the pain of change and make it a positive process.

March 1, 2023

How to Have Difficult Conversations – Approacher-Approahcee

There are hundreds of moving parts in the day-to-day activities of a dental practice.  Stuff happens even in the most successful practices.  It is vital that the entire team is empowered to discuss and resolve issues.  However, the fear of confrontation and conflict can often prevent many team members from having necessary difficult conversations.  Avoiding the short-term discomfort of having difficult conversations often causes long term dysfunction.  When we don’t address issues as they happen, they will spiral out of control.  We have all experienced something little grow into something big.

It’s time to have the difficult conversations to sustain a happier, healthier, and higher performing service culture.   The conversation includes two roles.  The Approacher(s) and Approachee(s).  The Approacher(s) is the person conveying and inquiring and the Approachee it the person receiving and responding.

 

The Approacher’s Role

A difficult conversation is always in private and starts with positive communication from the Approacher.  The Approacher shares what they appreciate about the other person.  They build up instead of tear down by focusing on the other person’s strengths.  A positive conversation has a minimum of a three to one ratio.  Three positives for every one growth opportunity.  Research shows that exceptional relationships have a five to one ratio.  You may be thinking; what if I can’t find 5 positives.  Every person has a least 5 strengths you can highlight!  We will discover their strengths when we shift our focus from their weaknesses to their strengths.  How ironic that our strengths are just taken for granted and minimized whereas our weaknesses are highlighted.

Be specific instead of generalizing.  Focus more on objective points than subjective opinions. Just saying “I don’t like it or you’re doing this wrong” is not helpful. On the other hand, stating the specific strengths or skills you would like to see developed is helpful.

Don’t make it personal.  Talk about issue not the person.  Avoid saying, “you need to”.  Start the conversation with the word I instead of saying you.  For example, “I noticed,” “I have seen,” “I observed,” or when sharing feedback from others, “I have had reported to me.” “I” conversations are issue-focused instead of person-focused.  Always consider how your words may impact the other person.   Ask yourself; how can I say what I need to say and be respectful of how they may feel.

Keep your energy neutral and come with a mindset of care, curiosity, and concern instead of judgment and criticism.  Never have a conversation when you are angry or frustrated or your emotions will rule the conversation.  Instead take a few minutes to process and get calm. Start out by making eye contact with the other person.  Be mindful of tone and body language as well as words. A tone of care and concern communicates a sense of importance and provides the appropriate level of sincerity to the conversation.  Avoid using sarcasm or derogatory words or the content of the conversation will get lost in the harshness. Once you say something it cannot be taken back. An apology doesn’t mean we forget.  The old nursery rhyme that goes sticks and stones may break my bones, but words will never hurt me, is not true.  Words can destroy even the best of relationships.

Break your feedback down into key points. Don’t give your feedback as one big lump. Break it down into various key points, then give your feedback point by point.

Give examples of each point. What are the exact issues, situations, or examples where the person exhibits the behaviors you highlighted? There is no need to highlight every single one. – just disclosing a couple of examples per point will be sufficient. The purpose is to bring the person’s awareness to things which he/she may not be aware of and clearly illustrate what you mean.

Be timely!  Try to address issues/concerns as they happen or within 24 hours of the occurrence. I have actually seen employers make a list of everything an employee has done wrong or needs to improve on for the year and go over it at their annual review.  It reminds me of Santa Claus’s naughty list!   It’s no wonder why reviews get a bad rap!

Ask the other person what they need from you (communication, support, training, practice) to be able to achieve the desired results.  Together discuss and agree on a resolution.

 

The Approachee’s Role

The aproachee is to start out by just listening and not taking offense.  The team must be able to talk about what’s not working to resolve issues.  It is important to recognize that the approacher’s intent is good and to realize that it is not easy to approach someone.

Listen intently before responding.  Make eye contact with the other person.  Instead of defending, deflecting, or blaming someone else consider how your actions or lack of actions affected the outcome.   Be honest with your response.

Acknowledge you heard and understand them.  Never assume.  If you are unsure ask questions until you clearly understand.  If you are thinking I think they mean this…ask more questions.

Don’t take it personal.  If the issue pertains to the patients, the practice, or the team it is necessary to address.  It can be difficult to hear when we are not meeting the standards or expectations.  However, it is necessary to address to create and sustain a happier, healthier and higher performing culture.

Take it seriously.  It may not seem important or be a priority to you, but it is for the other person.

Control your emotions.  If you are upset don’t just walk off in anger or frustration.  Instead, let them know that you need a little time to process the information they shared, and you will respond later that day.  Try respond within 24 hours.

If you are on the receiving end of anger or frustration, ask the person if they are okay.  This is their cue to reset their energy to calm and neutral.  A response of frustration, sigh or rolling of the eyes, may actually be inward focused and yet can feel directed outward.  If you are feeling attacked or uncomfortable let them know.  For example, you seem frustrated or angry is that directed towards me.

Share what you need (communication, support, training, practice) to be able achieve the desired results.  Together discuss and agree on a solution and make a commitment.

Have the difficult conversations to sustain a happier, healthier, and higher performing service culture!

February 1, 2023

5 Minute Positive & Productive Morning Huddle!

5 Minute Positive & Productive Morning Huddle!
Daily huddles are the best way to keep everyone on the team informed on the goals for the day and make the day flow more smoothly! It is important that they are both positive and productive to reap the best results. Time is often a deterrent. However, every practice can fit in a 5-minute morning huddle! Here are 5 steps to a positive and productive 5-minute morning huddle.
Morning huddles must be kept a priority! Nothing else not even patients can take precedence over them. Otherwise, there will always be a reason why it was canceled. Can you imagine a professional sport’s team not having practice? Morning huddles allow the team time triage and align on a game plan for the day. Which is why it is imperative that every team member scheduled including the doctors attend and be on time!
1. Have a positive huddle! Start out the huddle with something positive for example a positive quote, a prayer, kudos (highlight) from yesterday or a positive survey result! I post a daily quote on my Company Facebook Page (judykay.mausolf) for dental team huddles. A positive start sets the tone and leads to a positive huddle and day!
2. Give a heads-up of any changes in staffing for the day. Who is working and when. It’s all hands-on deck. Who can step up to help cover the shortage. Consider team members in all departments. Cross training enables business and clinical team members to assist each other.
3. Define obstacles and rocks for the day! The obstacles that may impede flow. As well as any rocks (tasks that need to be done that day or there will be negative consequences to the team, patients, or practice) that need to be completed that day. List and prioritize rocks. An example of a rock might be a lab case that needs to go out that day or ordering specific supplies if the practice will run out, or filling openings in the schedule for that day. Everyone at the huddle is expected to take part in sharing any pertinent information that may affect the flow of the day. Divide the tasks amongst the team. The goal is to maintain the schedule if possible. Otherwise, find a convenient time for the patients to reschedule. It may take some creativity including lengthening a day or adding a hygiene day.
4. Identify where to schedule same day emergency patients. We want to empower our business team to be able to schedule emergency patients proficiently. Identify two emergency times for the day. I have found it works best when the clinical team chooses a time in the morning and in afternoon to schedule emergency patients. Pick a time that is later in the morning and later in the afternoon to be able to accommodate the late caller.
5. End your huddle on a high note! A positive huddle close helps set the tone for the day! It’s so important that we start our day on a positive note. It could be something as simple as a high fiving each other and saying, “let’s make today a great day”!  Alternate who ends the huddle between all team members. Be creative and fun!  Bookend your huddles with something positive! The possibilities are endless!
 Implementing the 5-step 5-minute huddle will improve communication, team cohesiveness and patient care!

January 1, 2023

It’s All In The Close!

It’s All In The Close!

The success of a dental practice relies heavily on the close!  The patient and the practice both lose if case acceptance is low.  The patient experience can be perfect up to the close and yet everything comes to a halt if the financial close is awkward and uncomfortable. Practices invest heavily in marketing, branding, technology, practice management software, and clinical training.  However, many often miss focusing on the close to achieve success.

The ability to proficiently present treatment and fees resulting in case acceptance is critical to the success of a practice. The more patients understand their dental needs and the fees associated with treatment, the more likely they are to accept recommendations. We want the patient to understand exactly what they need, why they need it, and the importance of getting it done now.

Most people dislike surprises when it comes to dental care and costs. Real understanding on the part of the patient leads to case acceptance. Use stories and analogies focused on real life benefits for the patient. For example, eating corn on the cob or steak or even just being able to smile.

It is vital that the team member (presenter) presenting treatment and fees is confident and comfortable with this role. Seventy percent of case acceptance breaks down because of the way the fees were handled. The presenter must understand dentistry and absolutely believe in the value and the quality of dentistry delivered in the practice.

Teach all team members the procedures that are being performed in the office. Together as a team create and practice consistent treatment verbiage. Utilize the same verbiage the doctor uses to avoid any confusion and keep everyone in the practice on the same page.

It is critical that the presenter discuss the treatment and fees with enthusiasm. Listen to the patient’s financial concerns, enthusiastically promote the payment options, and clearly communicate the financial protocol. Our patients’ perception is based on only 7% of our words, 38% our tone of voice, and 55% our body language.

Consistent fees and payment protocols are vital to build the presenters confidence and proficiency. A dental practice is not a bank or a charity and deserves to get paid for services rendered. Never be uncomfortable about charging appropriate fees or pre-judge a patient’s ability to pay.

It is a lesson I learned well over 30 years ago. I can clearly remember misjudging a patient’s ability to pay only to find out later they were extremely wealthy. The patient arrived for their appointment disheveled and dressed in a dated threadbare running suit. I later learned the patient had just come from working on a home project. The phrase “don’t judge a book by its cover” is a great metaphorical reminder that means one shouldn’t prejudge the worth or value of something by its outward appearance alone.

The following approach will enable the presenter improve case acceptance.

Mindset

The goal of the practice is to make it as comfortable as possible for the patient to have the very best dentistry available. Adopt a mindset of being an advocate to help the patient get the treatment they need and desire. Present treatment with care and concern not assumptions, judgement, or criticism.

Informed Consent

A successful treatment presentation results in informed consent not just scheduling treatment. Verify the following information with every patient.

  • Sequence
  • Time
  • Compliance
  • Investment

Handling Objections

It is essential for the presenter to actively listen to the patient’s concerns and comments. Their responses focused on What’s in It for The Patient (WIIFTP). Use patient focused benefits verbiage. Speak in “layman’s” terms so the patient clearly understands what is being said.

I have found the Feel, Felt, Found Method to show empathy works extremely well.

  • I can understand why you might feel this way. It tells the patient you heard them and empathize with them.
  • Other patients had initially felt that as well. It tells the patient they are not alone, and things can change.
  • What they have found was…. It tells the patient what another person found when they followed through, they got the results they wanted.

W.O.W. Process – Work, Options, When

It is important that there is consistency in treatment presentations amongst team members as well as clear documentation of all patient conversations. Utilize the W.O.W. Process to deliver consistent and effective treatment presentations. This is a second acronym for W.O.W. which is work, options and when. The W.O.W. Process is a simple three step process.

  • Work – Review treatment and fees with patient.
  • Options – Offer options, finalize, and sign payment arrangements.
  • When – Offer two available appointments and schedule an appointment.

Getting case acceptance is a win for the patient and the practice, resulting in a healthy smile for the patient and healthy bottom line for the practice. Email judykay@practicesolutionsinc.net to receive your white page on Delivering W.O.W. Treatment Presentations.

September 29, 2022

5 Strategies That Cultivate Positive Change!    

I help dental teams nationwide successfully embrace change. This message is dedicated to learning how to cultivate a culture where change can be a more positive, successful, and sustainable experience!  Change requires us to have courage to face our fear of the unpredictable unknown! Regardless of how dysfunctional, unhappy, unproductive, or toxic the current culture maybe it often feels safer to keep the status quo. The known almost always feels safer than the unknown. That is why the value of the change must be clear to those expected to make the change. It is important for the value and benefits of change to rate an 8 or above on a scale of 1 to 10 with 10 being high. Otherwise, the chance for the change to be sustained is limited.

“Change starts in our mind!”

I facilitate Culture Camps nationwide.  I have found 5 consistent strategies that cultivate positive change!

  • Trust in leadership
  • Clear and consistent message
  • Structured plan
  • Adequate training and practice time
  • Realistic workload

Number 1!  Trust in the leadership. If the team members trust their leader(s) they will be more willing to step into the unpredictable unknown. Leaders can build trust by embodying the following traits:

  • Model the waddle is the number one leadership principle – in other words lead by example
  • Aligned leadership – Have a clear and consistent direction
  • Be transparent and keep the team in the loop as much as possible
  • Be open to suggestions and feedback
  • Address any obstacles, fears, or concerns the team may have in open communication

Number 2!  Communicate a clear and consistent message. Set your team up to succeed by communicating the change clearly and concisely. I suggest the following communication process:

  • Clarify expectations
  • Ask questions to make sure everyone understands
  • Write objective down in bullet points if more than a couple of things
  • Set realistic expectations for completion time and date
  • For more involved or longer tasks schedule a check in

Number 3!  Develop a well-structured plan. If you want the team to embrace a change, ask for their suggestions and feedback on how to implement the change. If you want the team to have ownership, give them authorship as well. A well-structured plan is well thought out and clearly defined. I teach teams the R.I.S.E. Implementation Process to help them work together to create a well-structured plan. R.I.S.E. is an acronym for Review, Implement, Sustain and Evaluate.  Email me at JudyKay@PracticeSolutionsInc.net and request R.I.S.E. Process White page.

Number 4!  Schedule appropriate and adequate training and practice time. I have found that the most positive and successful changes happen when the team has time to train and practice.  Team meetings are the perfect opportunity for training and practice time.

Number 5!  Be realistic with workload expectations. It will be very difficult to get the team excited about embracing something new if they already feel swamped and are consistently running behind. It is important to evaluate if there is enough time, money and people to implement the change successfully. Even the most committed employees will become resistant to change if they are consistently overwhelmed.

Implementing these 5 strategies will help you cultivate positive change!

September 1, 2022

A Code of Commitments!

Even the best of us can lose our way in all the noise and hubbub of the day-to-day stresses! Establishing a Code of Commitments for the practice will help the entire team keep on track…even in stressful situations when the wheels fall off!

A Code of Commitments is about having a preplanned game plan on how to react. Behaviorally, that means testing decisions and planned reactions for “integrity” that support the core values before implementing them.

Here are 4 questions to help you create your own code of conduct:

  • Is it legal?
  • Is it ethical?
  • Does it align with the practice core values?
  • Does it support each other and the patients?

I suggest a team meeting (4 hours minimal) to establish a Code of Commitments for the practice.  Start the meeting by reviewing the practice’s 4 core values.  Owner doctors you will need to have established 4 core values in order of priority.  All owner doctors must support the same 4 core values.  Ask the entire team to share how, when and where they feel the Core Values are not being supported.

Utilize a large easel pad and markers to write down all the concerns being shared.  Discuss the breakdowns that are happening.  What current attitudes and behaviors support the Core Values?  What current attitudes and behaviors need changing to support the Core Values?  The behaviors you list that support as well as the necessary changes become your new Code of Commitments!

It is very important for the We Team (leadership team) to lead by example on whatever is established as the Code of Commitments.

Here is an example of a Code of Commitments.

  • Model the waddle you want to see
  • Set and maintain high standards – no double standards
  • Support a no gossip culture
  • Communicate openly, honestly, and respectfully
  • Treat each other as well as you treat your patients
  • Resolve conflict by going to the source the same day if possible
  • Take ownership, follow through, and be accountable for your mistakes
  • Support each other and help each other succeed
  • Hold each other accountable to the practice’s standards for behavior, communication, attitude, and service!

Having a Code of Commitments will empower the entire team to interact with patients and each other with integrity!

August 1, 2022

Three Reasons Why Incentives Don’t Motivate or Change Behavior!

Do incentives work? This is the question that I am consistently asked. I have seen many different incentive strategies with little to no positive outcome. It is disheartening when dentists tell me they gave their team money, gifts, or trips and didn’t receive even a simple thank you. Yet when I talk to the team, they say they are very appreciative and yet confused. They are not sure if it is a reward or an incentive with expectations to change something. An open conversation will go a long way in creating clarity as well as create an opportunity to express appreciation.

There is a vast difference between an incentive and a reward. Incentives have attached expectations to motivate and improve behavior or performance. An incentive is in essence an enticement to change something. A reward is simply a thank you for past performance without any strings attached. Incentives have future expectations attached to them and rewards do not.

Dentists and managers don’t often determine if they are offering and incentive or a reward. They give to the team with little or no explanation. Therefore, the team is unsure as well. What is the motivation for giving the incentive? Knowing whether it is an incentive, or a reward will make a big difference on your expectations and how you perceive your team’s response.

I have had the privilege of working with dental teams since the early 80’s first as a manager and now as a culture coach. I have yet to see where incentives have created any long-term change. The sad truth is that incentives don’t generate sustained motivation or changes in behavior. Any expectation of an incentive increasing and sustaining motivation and performance will disappoint.

The assumption that incentives work is prevalent, but growing evidence supports the opposite. According to numerous studies in workplaces, classrooms, and other settings, rewards typically undermine the very processes they are intended to enhance.

So back to the question…do incentives work? The answer depends on what we mean by “work.” Research suggests that incentives succeed at only temporary compliance. When it comes to producing lasting change in attitudes and behavior, however, incentives, like punishment, are ineffective. “Incentives are like throwing sticky balls at a wall and hoping they will stick.”

Here are three reasons why incentives don’t work.

1 – The first time you give something it is a surprise and greatly appreciated. However, it is human nature that once we receive something we expect it again.

2 – Incentives can feel like a manipulation similar to punishment. “Do this and you get that!  or do this or this will happen!” In the case of incentives, the gift may be highly desired; but by making it conditional on certain behaviors, the team will feel manipulated. That experience of being manipulated is likely to feel very similar to punishment.

Many of us have received conditional love. Conditional meaning that another person’s love for you, is contingent on certain actions, or things. Do you remember how you felt? It can feel manipulative, controlling and at times even abusive.

3 – Incentives can cause people to focus on the numbers instead of what’s best for the patient. It could even lead to unethical behavior such as unnecessary treatment.

We will be disappointed if we expect incentives to fix problems. Money, gifts, and trips don’t fix problems. It is important to understand the underlying causes and address the specific concerns.

So, what does work? Cultivate a happy, healthy, and high performing culture. Where the number one core value is that the entire team (including doctors) treats each other as well as they treat the patients. A happy, healthy, and high performing culture empowers:

  • Clear core values and consistent leadership
  • Opportunity to grow and learn
  • Value and appreciation towards each other
  • Trust and respect with coworkers and patients
  • Open communication and feedback
  • Recognition and respect for teamwork
  • Positive attitudes
  • Ongoing team building strategies
  • A consistent structured training program
  • A competitive compensation package

It will take commitment from the leadership team to maintain the culture. They are the ones who determine who will be a part of the culture. Anyone whose attitude and behavior does not support the culture values will not be invited to continue to be a part of the culture.

Implement the standards to cultivate a happy, healthy, and high performing culture. You will nurture meaningful relationships and positive lasting change. You won’t need incentives. The money, gifts, or trips you give will truly be a thank you reward with no strings attached!

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