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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.

June 1, 2022

Co-leadership! How to lead Successfully!

What is co-leadership? Co-leadership is two or more people in charge of a team or group. They share ownership of the goals of their team but divide the roles and responsibilities.  Co-leadership has many benefits when utilized correctly.  The downside is the more leaders the more complex it becomes.

Co-leadership in a dental office may include doctors, practice administrator, team leads or any team member in a leadership position depending on the size of the practice.

Everything begins and ends with leadership.  It is what leaders do, don’t do, or allow in their culture that defines the practice culture.  The more leaders the more difficult it becomes to create and sustain a consistent message.  Here are 5 principles to build an aligned and cohesive co-leadership team.

The first co-leadership principle – It is necessary to have an aligned vision for the future of the practice/company.  I start the process by having the owner doctors choose 4 core value words and place them in order of priority.  All future decisions are based on supporting those values.  Everyone on the leadership team must live and lead those core values in words, actions, and attitudes.  Apply these core values when making decisions by using the following questions.

  • What’s in the best interests of the patients, practice, and team that supports our core values? (Specialists also add referring doctors) It can never just benefit one individual.
  • Is it practical based on time, money, and people that will still support the core values?
  • Does the precedent we are setting support our core values?
  • How passionate are we to implement change? It must be a value of 8 or above on a scale of 1 to 10 with 10 being high.

The breakdown happens when a leader decides to opt out of something they don’t agree with entirely.  It can never be 100% our way unless we work by ourselves.  It is healthy for leaders to discuss and debate behind closed doors.  However, they must come to an agreement and support that agreement in front of the team.  There will be times leaders need to support decisions even without consensus.  I often hear, “I am the doctor, I can do what I want!”  Yes, you can but not without consequences.  If leaders do not support each other, they will create division in the team and the leadership team.  Division leads to confusion, gossip, clicks and lack of accountability.  The team will choose the path of least resistance.  The bottom line is that when you have a co-leader you no longer have autonomy to make decisions.  On a side note, doctors supporting your practice administrator doesn’t mean saying do whatever you want.  It means being involved in the decision and solution process.  Practice Administrators you will become very frustrated and overwhelmed if you want more for the practice than the owner doctors.  Which is why it is so important that you are aligned with the owner doctors’ vision for the practice.

The second co-leadership principle – It is important to place people in the leadership role that shines the light on their strengths and dims their weakness.  No one is perfect.  We all have strengths as well as weaknesses.  We are only as strong as our weakest link.  Any weakness in your co-leaders will be a reflection on the entire leadership team.  Define the specific tasks for each role.  Leaders are responsible for the individual tasks of their role.  Each task must be owned by that one person to create accountability.  The more people responsible for the same task the less accountability due to assuming the other person is doing the task.  Some leaders find it difficult to let go and to not be involved in all tasks.  We must trust our co-leader to be accountable.  Be open to renegotiating your roles based on changing circumstances, growth, and ambitions.

The third co-leadership principle – Owner doctors and practice administrator(s) must make time to meet on a weekly basis.  (I refer to these specific leadership team members as the We Team) This allows for real time conversations to discuss and come to a resolution as a leadership team.  All decisions must be discussed at this meeting before implementing except for direct patient care.  Document discussion and agreements and save in a meeting journal.  Review last week’s meeting notes and confirm if all assigned tasks have been completed.  The meeting will create accountability as well as keep everyone in the loop.  Schedule the weekly meeting the same time and day of each week.  The time is reserved and is to be considered sacred.  I can hear all the excuses already.  However, it is necessary to commit to a weekly meeting if you want to co-lead successfully to build and sustain a high performing practice.  It’s time to put your ownership hat on.  Once you make it a priority it will happen.  If you don’t meet at least weekly, you will be spending extra time putting out unnecessary fires and fueling disorder, stress, and discord.

The fourth co-leadership principle – Is don’t break the chain of communication.  Here is a simple flow for chain of communication both up and down.  Please email me at judykay@practicesolutionsinc.net for a multi-location practice communication flow chart.

Owner Doctors

Practice Administrator

Team Leads and Associate Doctors

Team

The practice administrator has a weekly meeting with all team leads where they share the outcome of their We Team meeting.  Team leads are to bring any questions, suggestions, or concerns they have, or their team has for discussion and feedback at this meeting.  The practice administrator will take this information to the We Team meeting to discuss and come to a resolution.  Then back to the next lead team meeting for implementation.  I know this slows things down.  However, the end results are an informed, aligned, and cohesive team.

The fifth co-leadership principle – Expect disagreements and differences of opinions.  What many people refer to as conflict.  If you never disagree chances are someone is not being honest with their opinion.  Let go of ego.  It’s not about you and what you want.  Have a mindset of care and curiosity not judgment and criticism.  We will need to make concessions at times to move forward.

  • Utilize the questions in the first co-leadership principle to come to a decision that supports the core values.
  • Start with what you can agree on and build from there.
  • Define the end result.
  • Discuss in specifics instead of concepts.
  • Come to an agreement and write it down.
  • Support the agreement in words, actions, and attitude.

Implementing the five co-leadership principles will help you build an aligned and cohesive team!

May 1, 2022

6 Essentials to Raise The Level of Performance!

6 Essentials to Raise The Level of Performance!

Have you ever felt like you were banging your head against a brick wall trying to get certain team members to perform?  Their highest aspirations of performance was to just get by or be just good enough!  Well, if you have felt this frustration you are not alone.  Substandard performance has become more of an epidemic than a scarcity.  I have the privilege of facilitating in office Rise & Shine Culture Camps nationwide for dental teams.   I have found six essentials that will raise the level of performance by creating better relationships and consistent results!

We Team – United Leadership 

United Leadership is the most important strategy.  Without it, performance expectations will be ambiguous, and the team will conform to whatever are the lowest standards or expectations.  United Leadership starts with getting the leadership team; what I refer to as the We Team aligned.  The We Team is made up of all owner/partner doctor(s) as well as the practice administrator.

W.O.W. Decision Making

Second is a decision-making strategy.  I coach We Teams to use what I refer to as W.O.W. Decision Making.  W.O.W. is an acronym for weed out weeds.  A weed is anything that destroys a relationship, or makes others feel unwelcome, uncomfortable, or unsafe.  W.O.W. Decision Making gives the We Team a positive, practical, and proven decision-making strategy.  The results are decisions that are consistent, fair and support the team, the patients, and the practice (and referring doctors for specialists).

W.O.W. Decision Making is based on the following four fundamentals:

  • Patients, Practice & Team!  What is in the best interests of the patients, practice, and team and not any individual (including doctors)?  Specialists you would include Referring Doctors as well.
  • Practical!  What makes common sense based on time, money, and people?
  • Precedence!  What precedence is being set?  If it is done once it becomes the expectation.
  • Passion!  Is the We Team passionate enough about the decision to support?  Rate 8 or above on a scale of 1 to 10 with 10 being high.

 

R.I.S.E. Implementation Process

I teach teams the R.I.S.E. Implementation Process to help the team work together to co-create well-structured agreements that raise the level of performance.  The agreements define how the team will do things and work together in the future.  They include both the hard and soft skills.  Co-creating clear agreements as a team gets everyone on the same page.  R.I.S.E. is an acronym for Review, Implement, Sustain and Evaluate.

  • Review
    • What is working and what is not
  • Implement change by defining the following:
    • 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 – benefit statements
    • How are we going do it
      • Practice verbal skills
      • Practice role playing
      • Practice the entire physical walk through
    • Create standard operating procedures or what I refer to as Culture Agreements
    • Schedule the roll out date
  • Sustain – It is vital 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 – there is only our way not my way.
    • 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

Accountability

The complaint I often hear at my Culture Camps is that other people aren’t accountable.  The problem with accountability is we expect others to be accountable often before we are accountable.  Accountability starts with us.

It is vital that everyone is held equally accountable, no exclusions or exceptions or you divide the team.  That includes doctors and managers as well.  No double standards.  Together make agreements on how you hold each other accountable.  Give each other permission to do so before there is an issue.  This will enable everyone to feel confident and comfortable.  Monitor daily at your daily huddle by discussing the previous day’s successes and growth opportunities.  Maintain as a team and update as a team when changes are necessary.  No individual opt outs.  Meet as a team if something isn’t working to discuss, resolve, and maintain.

Appreciation 

Appreciation is a fundamental human need yet is often considered an unnecessary nicety. Niceties like please, thank you, and I appreciate you. Why should we have to interrupt our busy day to tell someone else we appreciate them?  They should know that they are appreciated without having to have a pat on the back. Wrong! That little pat on the back is so powerful that 64% of Americans leave their job because of lack of it.

So, what is so powerful about appreciation? Appreciation gives us purpose! Appreciation changes perceptions! Appreciation emits positivity! We all want and need to feel valued for who we are and recognized for our contributions and accomplishments.  It’s important for us to know that we truly make a difference.

Look for reasons to show appreciation daily and BE the following:

  • Be timely
  • Be specific
  • BE GENUINE

Celebration

Celebrate even the little things. We take things so seriously and are often in such a hurry that we don’t allow time to celebrate. If we don’t make time to celebrate, we will lose our joy for life.  If our focus is always on the next patient or task we will get lost in the muck and mundane.  We will miss the positive in the present moment and eventually we will lose our joy for our work.

Celebrate by:

  • Looking for what is positive in the present moment.
  • Being grateful for what is instead of complaining about what isn’t
  • Focus on the strengths of your co-workers not their weaknesses
  • Stop and take a moment to celebrate together with a positive body pattern – for example, a big smile, thumbs up, high five or even a Ta-Dah!

Implementing these six essentials will empower your team to WORK together better and raise their level of performance.

November 1, 2020

How to Thrive as The New Kid on The Block!  Part 2

How to Thrive as The New Kid on The Block!  Part 2

Last month we focused on the first three steps to thrive as the new kid on the block.  They were building confident trust relationships, learning systems and processes, and balancing your role as the associate.

The fourth step in fitting in is by avoiding gossip.  Gossip is sharing anything that is negative or private about another person.  Listening is gossiping if you are not in a position that allows you to resolve the issue.  The listener plays a 50/50 role.  Because it stops if the person complaining has no one to tell.  I have found it works best to refer the person back to the source of concern to work it out instead of listening.  Instead of listening ask them if they have tried to talk to the other person.  If they say no, ask them to do so and stop the conversation.

People who engage in workplace gossip often have a strong need to “fit in” and feel that gossip will help them achieve this. Gossipers often suffer from low self-esteem and think that talking negatively about others will make them look better. If we truly grasped the devastating fallout from gossip, we would no longer accept it as the norm for any culture!

Gossip affects:

*             Patient care and experience

*             Team communication, performance, and relationships

*             Practice performance

*             Morale

*             Trust

*             Respect

 

The fifth step to fitting is to be approachable.  Do daily or weekly check ins with your team and owner doctor.  A simple question to ask, “Do you have any questions or suggestions for me?”   Avoid becoming defensive even if you disagree or feel hurt.  People will avoid defensive people.  You have a role as an approachee (the receiver of information).

The Approachee’s role is to start out by thanking the approacher (the person approaching) for respecting you enough to come to you. 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 to hear.  Make eye contact with the other person.  Don’t take offense.  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 concern 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 in order 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 and give them a specific time.  Try respond within 24 hours.

I like love to utilize the L.E.A.R.N. acronym when being approached.

  • Listen intently to hear what they have to say
  • Empathize by acknowledging their emotions
  • Apologize for the situation
  • React by sharing what you will do
  • Notify those that need to be aware of the discussion and decision

Here is an example how you can use L.E.A.R.N.  Your assistant is frustrated because she just started working with you and doesn’t understand what instruments you want and when.  It makes her uncomfortable because she has been an assistant for years and this makes her feels inadequate.  The conversation might sound like this.

“Thank you for respecting me enough to come to me with your concerns.  I can understand how uncomfortable this must be to work with a new doctor.  I am sorry that this is frustrating for you.  We will take some time to discuss what instruments I need with the different treatments we offer.  During the procedure I will ask for what I need.  We need to learn how to work together and that takes time.  So, let’s agree to have patience and support each other.  I will make sure I speak with the other assistants about tray setups as well to keep us all on the same page.  This will ensure that we all have a great day!” 

Instead of constructive criticism (which is an oxymoron) use positive verbiage and have a constructive conversation.

Following these five steps will help you thrive as the new kid on the block!

October 1, 2020

How to Thrive as The New Kid on The Block!  Part 1

How to Thrive as The New Kid on The Block!  Part 1

Congratulations your the new kid on the block!  You are a recent dental graduate who just got hired as the new associate to work with Dr Wonderful and her team!  It’s your first glorious day!  You are ready to take on the world and deliver exceptional service and care.  Oh, but wait a minute.  There are these people you now must rely on…called your team!  There was no mention of team relationships.  No one told you in school that you were going to be dependent a team.  You were just planning on focusing on dentistry.  Surprise!  That’s not how it works.  The success of a practice is largely based on how well you work together as a team.  So how do you build happy, healthy, and high performing relationship with an existing team.  Some of who you may have not hired in the first place.

It is important to remember that you are the outsider coming into their world.  It’s like being the new kid on the block.  You must figure out how to fit in with the existing team culture.  Fitting in takes time and patience.  The team is going to check you out because they don’t know you or trust you.  They will be watching your every move to see if you will fit in.

The first step to fitting in is to focus on building confident trust relationships with each team member.  The dictionary defines trust as instinctive unquestioning belief in and reliance upon something.  The trust I am suggesting is not one of blind faith but instead one of confidence!  Confident trust is based on consistency!   Consistency of good reasons to trust based on significant past evidence and experiences.

Think of the people in your life that you confidently trust.  Take a moment to reflect why you feel confident in trusting them.  Confident trust does not just happen overnight.  It takes time to nurture and grow.  However, breaking one’s trust can happen in a heartbeat.  The great news is that trust can be rebuilt.  It takes a sincere daily commitment to be transparent, consistent and realistic.  An actionable and measurable process is to assess your every action, attitude, and conversation by checking off the following list.

*             Am I being transparent

*             Am I being consistent

*             Am I being realistic

*             Am I doing what I said I would do when I said I would do it

 

Some examples of behaviors that build confident trust are:

 

*             Be transparent by keeping the team in the loop

*             Be consistent with daily tasks

*             If you have a concern talk to the person

*             Help when you see help is needed

*             Ask for help when help is needed

*             Ask don’t assume

*             Take ownership – do what you say you will do when you say you will

*             Focus on the greater good instead of WIIFM (What’s in it for me)

*             Don’t gossip

*             Tell the truth and be compassionate

*             Don’t be late or absent for trivial reasons

 

The second step to fitting in is to learn the current systems and processes.  Spend time talking with the doctor and each team member to learn why they do what they do.  For at least the first 90 days immerse yourself in learning their ways instead of making suggestions.  It will give you time to build trust while you learn.  The team is often suspicious of the new doctor.  They are afraid the new doctor is going to want to change everything.  After all you’re the new kid on the block…you should have to fit into their practice.  Many team members may be older than you.  Show them you respect their experience and expertise by being open to their guidance.

Once you start making suggestions remember that the team may like to do things their way.  Even if it may not be the most effective or efficient.  It’s their routine and they can do it on auto pilot.  Which is why your suggestions may be resisted even if it is an improvement.  New changes slow them down and take more focus and effort.  Don’t firehose the team with suggestions or requests.  Start with a simple change that will be easy to do and benefit them greatly.  They will see it as a positive and be more open to the next change.

 

The third step to fitting in is balancing your role as an associate.  You may feel like you are in the middle, torn between the owner doctor(s) and the team.   You are doctor and a leader.  Yet you don’t make the decisions.  Some decisions you may be more aligned with the team than you are the owner doctor.  The team may treat you like one of them and even tell you negative things about the owner doctor.  The owner doctor may complain to you about their team.  It is imperative that you not allow yourself to get stuck in the middle.  Always reinforce what is positive about the other person.  You may not always agree on every decision.  However, it is imperative that you support the owner doctor decisions in attitude and actions, or you will undermine them.  It is easy to judge when you have never walked in someone’s shoes.  It always looks easier when you are observing.  Leading a team and making the right decisions can be very difficult at times.  There are often many paths that can be chosen.

Tune in next month for the 4th and 5th step to thrive as the new kid or for that matter any team member in the practice!

July 1, 2020

The WE Team!

The We Team!

 I refer to the leadership in a practice as the We Team! The We Team may consist of the owner doctor or doctors, practice administrator, manager, team lead and any other leadership roles in the practice. However, I will be focusing my message on the doctor/practice administrator relationship. It is imperative to develop a cohesive We Team. Without cohesive leadership performance expectations will be ambiguous and the team will conform to the lowest standards or expectations. Before you hire a practice administrator (PA) make sure you are ready to support them. I do not mean just financially. Consider the following questions before starting the hiring process:

·     Can the practice financially afford?

·     Are you ready to let go of some tasks and not micro-manage?

·     Will you take the time to empower someone else co-lead your team and practice

·     Will you support your PA in front of the team (any disagreements need to be behind closed doors away from the team)?

The relationship between the doctor and PA will be confusing without open communication and clear expectations. Many doctors hire a practice administrator without having clear expectations.  They believe the PA can manage without direction. The only guidance given to the PA is to let them know when they are doing things wrong. This lack of leadership sets the PA up to fail as it is confusing for them and the team. I receive a plethora of different answers when I ask doctors and team members what they think is the role of a PA. The role varies greatly from practice to practice.

Doctors make a list of the tasks you would like your PA to do before you start the hiring process. This will enable you to write and ad that clearly defines the role. Or if you already have a PA and have not defined their role do it now. You can also use this list to discuss strengths and future expectations.

Clearly define your goals and expectations. I would suggest creating a task management list that include the following. For a more detailed list email me at judykay@practicesolutionsinc.net.

·     Personnel/team management

·     Overseeing patient management

·     Practice management/productivity/promotion

·     Property/facility management

·     Any additional duties

Doctors and PA’s before agreeing to work together discuss the following:

·     How well do your core values match?

·     How aligned are your passion and purpose?

·     How well does the PA’s strengths match the expectations of tasks and responsibilities?

·     Do you both understand and agree on the role?

·     Does the PA really want the role, and have the capacity to excel in the role?

 

I am blessed to have worked with hundreds of dental teams nationwide to help them build a happier, healthier, and higher performing culture with my Culture Camps. Here is a link to my Rise & Shine Culture Camps (https://www.practicesolutionsinc.net/culture-camp.html) The best results are dependent on having an aligned and cohesive We Team.

Start by clarifying your roles as a We Team.

Doctor’s Role:

The doctor’s role is to create a clear vision for the practice. Choose four core words that reflect the core values you want to have in your practice. They are important to define what they mean to you and prioritize. These core value words will help guide you and your PA in decision making. I have found that four core words are much more powerful and effective than a rambling vision statement. Email me at judykay@practicesolutionsinc.net if you would like my Core Values sample list.

PA’s cannot meet your management expectations without ongoing communication. Every doctor and every office are unique. How could the PA possibly know what you want them to do? Schedule adequate time to meet with your PA on a weekly basis. This will allow and opportunity for the doctor and PA to:

·     Focus on the big picture and long-term goals

·     Share thoughts and ideas

·     Discuss and problem solve

·     Review practice statistics and adjust goals

·     Share patients and team kudos and growth opportunities

·     Define marketing opportunities

·     Discuss current projects and timelines

·     Give feedback on PA’s performance

·     Support your PA when confronted by a team member

 

PA’s Role

The PA’s role is to support the vision of the doctor in words, actions, and attitude. Support by inspiring, engaging, and empowering the team to implement the doctor’s vision. Which is why it will be imperative for the We Team to meet on a weekly basis to get and stay aligned.

A PA’s role includes the following:

·     Sharing new ideas with the doctor

·     Monitoring practice statistics

·     Introducing new ideas to the team in a team meeting setting

·     Utilizing a process/system to implement the new ideas

·     Creating accountability processes

·     Resolving issues

·     Communicating with the entire team individually and as a group to keep everyone in the loop and aligned

·     Creative problem-solving schedule obstacles

PA’s capitalize on your first 90 days by meeting with each team member individually to build relationships. Review current systems and processes and ask for feedback from the team on what is working well and any obstacles. Implement new ideas that are a positive for the team and easily achievable. This will help your team view change more positively. Take time to communicate with the team daily to keep everyone aligned and in the loop. At least 30% of your time to be spent working with team members. Be transparent and follow through with what you said you would do to build high trust relationships. Schedule time for social outings to have some fun together which will go a long way in building good will for stressful times. Share your knowledge and expertise and provide resources to empower your team to succeed!

The We Team relationships that soar are those that consistently take time communicate what they need from each other to successfully co-lead.

 

June 1, 2020

The Human Side of Dentistry

I am blessed to have the privilege of working in the dental industry since the early 1980’s!  Working in the dental industry for many can become just a job!  We must never, even for a moment, disregard that we are human beings caring for the health of other human beings.  It is not just about fixing teeth.  There are humans attached to those teeth!  It is important that we focus on the human side of dentistry and become advocates for our patients’ health.

I would love to see every medical and dental team instilled with an advocate mindset.  However, many of us have experienced a caregiver objectifying a patient by treating them like an object than a human being.  For example, they make decisions for the patient instead of educating and asking questions to understand what matters to them.  They have conversations about them in front of them and act as if they aren’t present.

I had a not so human experience during a recent visit to a radiology department.  It started out great with the x-ray techs introducing themselves as they ushered me into the room and explaining the process.  However, all manners and niceties stopped when the doctor who was going to be taking the x-rays entered the room.  He did not slow down enough to take a moment to introduce himself or ask me if I had any questions before he started.  He proceeded to rapid fire commands at me and then walked out of the room without further discussion.  There was no compassion or connection.  I felt objectified.  As if I were just a task that he was in a hurry to complete.  I understand that this may be a daily routine for him, but it was not for me.

It is vital that we remember when we are caring for our dental patients that they are more than just a task to complete to get on to the next one so we can finish our day.  We are dealing with their health.  What may be routine for us may seem scary or concerning to them.  It is essential that we recognize the human side of what we do.  It is our responsibility to take time to develop meaningful relationships with our patients, which allow will allow us to provide better and more comprehensive care.  When we do this, we become an advocate for our patients’ dental health.

Here are five essentials to help you become your patients’ advocate.

 

  1. Be happy to serve. Do you seem happy to the people you serve, both team and patients?  Think about it for a moment.  Would your patients and team describe you as happy?  Do you greet others warmly with a smile?  Are you happy to come to work and grateful for what you get to do?  Do you focus on the positive and celebrate daily?

 

  1. Get to know the human attached to the teeth. Ask questions to get to know more about what’s important to your patient.  What has been their past experience?  What are their goals and desires for their dental health?  What are their concerns about treatment and what matters to them?

 

  1. Educate your patient by having a conversation not giving a presentation. That means asking and answering questions as you go along to avoid assumptions.  Stop the data dumping and present information in bite size pieces.  Avoid industry slang and communicate on their level.  Verify time, sequence, cost and compliance (what they need to do to support).

 

  1. Focus on the WIIFTP (What’s in it for the patient). Show up 100% by being present in the moment.  Always contemplate what would make your patient feel more welcome, more comfortable in the moment and help build a stronger relationship?  Keep your patients in the loop by informing them what you are doing and why.  It’s what we say or don’t say that creates the patient’s perception.  We lose value when we don’t let our patients know what we are doing.  If we don’t say it to the patient it doesn’t exist.  For example, when you do an oral cancer exam explain to your patient what you are doing and the reasons why.  Even for those patients you have seen for many years.  Inform them every time.  The why must always be a value statement highlighting the benefit for the patient not the practice or the team.

 

  1. Address complications as soon as possible. Come from a real place of care, concern and curiosity versus judgment and criticism.  Always consider what it might feel like if it happened to you.  How would you treat them if they were a family member?  Let me clarify, a family member you like!  LOL!  Start out by asking, “How may I help you?”  Then be present, listen and hear what they are saying.  Share with them how you can help them by saying, “I can help you and this is how.”

When we focus on being advocates for our patients, we will develop more meaningful relationships that will enable us to provide better and more comprehensive care to our patients.  A win for the patient, practice and team!

May 1, 2020

Communication to Stay Safe & Sane

Whew!  What a year 2020 has been so far!  I don’t know about you, but I feel like the rug was pulled out from under my feet.  All my hard work and carefully laid plans disintegrated when the Covid-19 storm hit.  My emotions were like a roller coaster ride ranging from anger and frustration to fear, confusion and sadness.  That’s just to name a few.   Normally I maintain a very positive equilibrium and I was definitely off kilter.  I knew I had to get a handle on the negative emotions to get back on track.  Otherwise, the negative would crowd out my optimistic outlook.

After some reflection, I realized I needed to search out the positive in the current situation; and let go of the negative that I could not control.  I focused on the positive upside of more “time.  I now had time to:

  • Spend with my husband and dog
  • Call and zoom with family and friends
  • Social distance with neighbors
  • Complete projects around the house including organizing and cleaning
  • Work in my yard
  • Take more walks
  • Work out more
  • create newsletters, articles, webinars and presentations
  • Volunteer complimentary help to my clients

I stopped focusing on the downside and things I couldn’t control such as:

  • Uncertain future
  • Loss business and income
  • Limited interaction with others
  • Restricted travel

I am sure I am not the only person struggling with trying to stay positive.  There will be a wide range of emotions when we go back to work.  The wheels are going to fall off if we pretend nothing happened and we just bury ourselves working to catch up.  It will be critical to schedule time to communicate daily as a team.  This includes the doctor(s).  A huddle, first thing in the morning creates the perfect opportunity to check in with each other.

Have the entire team share their emotions.  How are they feeling in the moment and why?  Do they have feelings of fear, anger, judgment, sadness or hurt feelings etc.?   What does the team need from each other to feel safe and work together better?  What can they do to help each other more?  It is important for the team to be sensitive to each other’s needs.  We tend to think others have the same feelings and needs.  Avoid judging and criticizing if someone is more emotional and needs more reassurance to feel safe and comfortable.  There is not a right or wrong way to feel.  Feelings are feelings!

Trying to stuff our emotions and pretend we are all okay will lead to meltdowns.  If we don’t discuss our emotions, we will eventually burst, and everything will come spewing out.  When we reach that level, we are often no longer coming from a place of care or concern, but instead a place of anger.  When we act out in judgment, criticism, anger or negativity we can expect a like response.  This is what I refer to as an emotional reaction cycle.

We can avoid emotional reactions by taking time to start our day with a team huddle.  Initially we may need to extend our normal huddle time to accommodate discussing our teams needs and emotions in addition to our patients.

Be mindful of tone and body language when asking questions.  The questions I suggest are:

  • How are you feeling about being here today?
  • Tell me why you feel this way?
  • What leads you to believe…?
  • Tell me more about…?
  • Help me understand why…?

These questions work great at home as well.

Do a recap of the prior day to discuss and fine tune systems and processes.  This will help build clarity and confidence among the team.  What worked and what didn’t?  Define action steps to overcome obstacles.  Avoid the blame game.  We are all in this together and the more we help each other the better off we will all be.  Practice verbal skills, role playing and the physical walk through to be proficient when interacting with patients.  This will help the team feel confident which will ensure the patients feel confident and safe under their care.

Together we will rise up!

March 24, 2020

Covid-19 Resources to Stay Safe and Sane

Covid-19 Resources to Stay Safe and Sane

Emotions are running high and there are many different opinions on the severity and treatment.  Dentists our burdened with decisions regarding patient care, their practice and team.  It is imperative that we not go into panic paralysis.  Instead let’s focus on steps we can take right now.

The lifter in me always looks for a rainbow after the storm.  The good news is that this storm will not go on forever.  We live in a very resourceful country.  There is a national focus (government and private sector) on generating an adequate supply of personal protective equipment, respirators and ventilators.  Our leaders are deploying ships and transitioning buildings to help beef up the health care delivery system.  Scientists are working on medicine to treat and prevent Covid-19 in the future.  Our current status may seem daunting.   However, we will not only survive this pandemic we will thrive and be more equipped to handle any potential future outbreaks.

I am saddened and frustrated and even angry at times.  Maybe you feel those same emotions as well.  Those of you who know me well know that I am not one to stay in the poor me victim mentality.  Instead I prefer to be a creator and act. Therefore, I have spent the last week reading and watching videos to learn as much as I can about Covid-19 to help keep teams and patients sane and safe.

Here are suggestions and resources (ADA, OSAP, CDC and Judy Kay) that you may find helpful in staying safe and sane!

Create a patient flow protocol with your team for when you are back up and running.

  • Consider what will make our patients feel safe, welcome and comfortable?
  • Intake protocol questions to ask
    • Have you traveled outside of the country in the last 14 days?
    • Have you had contact with anyone with confirmed COVID-19 in the last 14 days?
    • Have you had any of these symptoms in the last 14 days?
      • Fever greater than 100
      • Difficulty breathing
      • Cough
    • “Remember Mrs. Jones, if you’ve had the flu or a cold in the last 14 days or you’re not feeling well before your next appointment, please call and we’ll reschedule so you have time to recover.”
    • “If you have flu-like symptoms, or if you’ve been exposed to a sever cough or cold by someone you know, please call to reschedule your appointment to a later date.”
  • Utilize posters, signs & floor decal communication
    • Communicate hand hygiene, respiratory hygiene and cough etiquette
    • Place a sign at the entrance to your office and strategic locations to let patients know they can reschedule if ill
    • Use personalized floor decals to create social distancing.  Create a unique positive message about your safety on each decal. https://www.stickeryou.com/products/indoor-floor-decals/689
  • Emergency care of patients – if more than one doctor – create mini-teams that work separately in case of exposure.  It will prevent the need to quarantine the entire team.

Engage your patients during your down time – Try to touch base with your patients on a weekly in the following ways.

  • Contact (call yes call on a real phone) all patients that have been affected by the shutdown (canceled appointments).  Reassure them that you will be there in the future to take care of their needs.  Reinforce what you are doing to keep them safe in the future.  Share the protocols and patient flow processes you are implementing.
  • Share the same information in short bite-size pieces on social media and a blog on your website.  Take videos of team members utilizing standard universal precautions as well as new precautions.
  • Send an email and or letter to all your patients sharing this same information

Here is a great example of a letter my client emailed to their patients.

Coronavirus Update‼️‼️

Due to the recommendations from the President and the American Dental Association, we have updated our office hours and protocols to keep our patients and community safe. Read a list of our updates below.

Effective through _______, our office hours will change to _____________ for emergency/essential treatment only. Our goal is to help keep our patients healthy, keep dental patients out of the emergency rooms so that doctors can keep their spaces open for Coronavirus cases, and minimize the potential risk to our patients and staff.

We will continue to communicate to our staff and patients regarding our plan to return to normal business hours. Appointments will be rescheduled until April and May with additional dates/hours being opened based on the need to accommodate our patients in a timely manner once we return to a normal schedule.

Our practice has always followed the strictest protocols regarding infection control in the dental practice. During this time, we have increased our disinfecting protocol for waiting rooms and patient areas. Patients will be asked to utilize a “virtual waiting room” by calling the office upon arrival. They will be taken directly to a room, and our lobby will remain empty to prevent any unnecessary contact.

We have limited staff at this time and will only see one patient at a time to minimize exposure risk. Patients will be screened via phone, and those who are experiencing symptoms will be not be seen. Upon arrival, we will take patients temperature to make sure that those that we see are not experiencing any infection. We have phone lines open to handle your dental concerns until our schedule returns to normal.

 

We will do our best to accommodate you and ensure that you stay healthy and pain free! For dental pain, please contact the office at _______________

We appreciate your patience as we manage this unprecedented time. Our goal is to keep our patients safe and healthy. We are in this together! We look forward to serving you again soon!

 

Engage your team during down time – try to touch base with the entire team on a weekly basis.

  • Have weekly remote meetings (I like Zoom)– to connect and check in as well as discuss new protocols once you are back up and running.
  • Create clear protocols for airborne, droplet and contact precautions for clinical and business area.  What will do in addition to Universal Precautions?
  • Practice verbal skills, role playing and the physical walk-through.

 

We are all in this together.  The more we stand together and support one another the quicker we will rise above this storm.

“What If” Panic!

“What If” Panic!

The Coronavirus has created a state of panic.  The dictionary defines panic as; a sudden overwhelming fear, with or without cause, that produces hysterical or irrational behavior, and that often spreads quickly through a group of persons or animals.

We are reaping the results of panic behavior hoarding, which is triggering shortages of disinfectants, food and even toilet paper.  The shelves are bare in many stores.  Some are even limiting shopping hours to allow their team to catch up with the restocking demands.

The more we allow our imagination spin fears of what if, the more panicked we will feel.  We can spin ourselves into a frenzy.  A constant state of panic can spiral us into a depressed mental state.  It is vital for our mental health to change from fear-based thoughts to more positive action-based thoughts.

 

The average person has 60,000 thoughts a day.  Ninety five percent of our thoughts are redundant.  The same thoughts we had yesterday will be the same thoughts we will have today and tomorrow.  Eighty percent will be negative unless we are mindful.  What do you think about now on a day to day basis?  Our doubts, fears and worries can paralyze us.  What we think today, tomorrow and next month will determine our future health.  The stories we tell ourselves become the life we live.

When we have faith in ourselves, we follow our gut instincts that we are born with. We become more powerful when we trust ourselves. Decisions become very clear when we trust our gut instinct.  Ask yourself, what is factual and what is fear?

How many times have you changed your mind about doing something because of saying to yourself, “But what if this happens”? You just “what if’d” yourself right out of action. How many times has the fear of “what if” stopped you? The ironic part is that fear is only a negative prediction of the future. In most cases, what we worry about doesn’t happen. What happened, we didn’t even think about or worry about, and yet we still survived. It’s 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 act.

Whether or not we act is based on our confidence in being able to handle the situation. Instead of worrying, think about an action plan. Having a clear plan will empower you with the confidence needed to act.

Imagine how much happier you would be right this second if the fear of “what if” did not rule your decisions. What would you do differently?

Action Plan – Here are action questions to help you stop the fear from stopping you. I suggest writing your answers down to make your plan of action more concrete

  • What is the worst-case scenario?
  • What is the best-case scenario?
  • What is the most likely thing to happen?
  • What action steps can I take if the worst thing happens?
  • What action steps can I take if the best thing happens?
  • What action steps can I take if the most likely thing happens?

Define measurable daily action steps.  Then breathe and take the next step!

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