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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.

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.

April 1, 2022

Toxic Performers!

The current staffing shortage has created greater opportunities for toxic performers.  Maybe you even have a few!  The toxic performer is the team member who is extremely skilled at their job.  They excel in front of the doctor(s), patients, and anyone else they feel is necessary to keep their status.  They are super performers when they want to be.  That’s the performer part.  However, the toxic side is their other side.  This is the side they save for their unfortunate co-workers or anyone they deem irrelevant.

Some signs of toxic behaviors are:

  • Air of superiority
  • Cynical
  • Closed to feedback
  • Unwilling to train
  • Gossip
  • Excuses
  • Deflection
  • Sarcasm
  • Blame
  • Drama

Evaluate your current team.  Are there any team members that fit the description of a toxic performer?  Here comes the difficult part.  This person is often the right hand of the doctor or manager.  They are highly skilled and high performers.  Therefore, it is extremely difficult to even consider letting them go.  Especially with the fear of finding skilled new team members.  Instead, the toxic behavior is allowed to continue in exchange for the performer side.

I receive the following response when I ask doctors and or managers this question.

“Why do you allow the toxic performer team member to continue to be a part of the team and practice when they are unwilling to support the practice values and our toxic to their co-workers?”

“Judy Kay, you don’t understand.  They are really, really good at what they do.  I don’t have anyone else that can perform at their level.  And it is difficult to find skilled new team members.  But I would let them go if they EVER behaved that way towards the patient.”

Regardless of how good of a performer they are, keeping a toxic performer is disastrous and will sabotage your practice culture.

It only takes one toxic performer to create a culture of chaos and negativity. Toxic performers make it feel unsafe and stressful for their co-workers. The rest of the team is on alert waiting for the toxic performers next sarcastic remark, outburst, or retaliation.  Toxic performers harm the productivity and morale of everyone around them.

  • They purposely hoard information and don’t train others to their level, in fear if they did it might sacrifice their stability.
  • They play the team against each other to divide and conquer.
  • Their unsupportive actions undermine the practice values.
  • The team loses trust and respect for their doctor, manager, and co-workers.
  • The culture has become filled with favoritism and double standards.

A double standard is a rule or principle which is unfairly applied in different ways to different people.  Double standards never work.  The team is just as important as the patients.  Treat your team as well as you treat your patients.  Take care of your team and they will take care of the patients.

Three powerful assessment questions regarding behaviors:

  • Does this behavior support the practice culture values?
  • Would I accept this behavior from another team member?
  • Would I allow this behavior towards a patient?

If you answered no to all three questions…it is time to address the toxic performer’s behavior towards their co-workers.  Ask the toxic performer if they are willing to step up and be supportive of the team and culture values.  Don’t be surprised if the toxic performer makes excuses for their behavior and take it as a personal attack against them.  They will often hold grudges, blame, and complain how they are the victim.  They need to verbally agree, and their behavior change needs to immediate and consistent.  If they don’t agree or if the toxic behavior happens again, invite them to step out and no longer be a part of the team.

Never sacrifice the entire practice culture for one toxic performer regardless of their talent and productivity.  Nor allow a team member to continue to treat their co-workers poorly.  A benchmark I suggest is would you allow that same behavior towards a patient.  You will lose good team members and destroy the practice culture if you allow the toxic performer to continue their toxic behavior.  It may feel very daunting.  However, other dental offices have been in this situation and not only survived but thrived.   They found that once they let the toxic performer go other team members were able to step up.  They were no longer held back by the toxic performer.  Create a culture where the team (including doctors) treats each other as well as they treat their patients and become tremendous performers!

March 1, 2022

TeamWORK!  Takes work! 

TeamWORK!  Takes work!

Teamwork!  A phrase so often used loosely with so many different assumptions of its meaning!

According to BusinessDictionary.com, teamwork is “The process of working collaboratively with a group of people in order to achieve a goal. … Teamwork means that people will try to cooperate, using their individual skills and providing constructive feedback, despite any personal conflict between individuals.”

The team part happens pretty easy.  Once we belong to a group or organization we automatically become a part of the team.  The WORK part of team work is not so easy!  It takes work to build happy, healthy and high performing team relationships.

This article is dedicated to the WORK part of teamwork.  BTW…this message works for your personal relationships as well.

I have spent years helping teams create a happier, healthier, and higher performing relationships.  Successful team relationships don’t just happen by accident.  They take work just like every relationship.  Yet the assumption is that we should all just naturally get along.

 

 

Communication is the first core fundamental in teamwork. It would be very difficult to work together as a team for a common purpose without it! The right hand would never know what the left hand was doing nor what was needed or expected. The team’s success would be limited to only what each person could accomplish individually.

It is important for the team to create standards on how the team would like to communicate with each other and patients to build successful relationships. The work part is the ongoing focus and commitment to support the standards even when we may not feel like it.

Successful team communication includes:

  • Communicate Clearly – Clarify expectations by defining who, what, when, where, why and how.
  • Communicate Positively – Smile at each other and speak in a warm and friendly tone.
  • Avoid negative sarcasm and gossip.  Go directly to the source.
  • Communicate Respectfully – 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
  • Communicate Professionally – Use words such as yes, no, please and thank you.
  • Be mindful of your energy and filter your response.
  • Communication is 7% words, 55% body language and 38% tone of voice. Never approach another team member with anger or frustration on you will shut down communication.
  • Communicate and resolve conflict within 24 hours if possible to lessen frustration and assumptions from building.

Collaboration is the second core fundamental needed to enable the team to successfully work together. It is important to remember that there is more than one way (our way) to do things.  It is our responsibility as a team member to work well with our coworkers. We can make it easy for others to work with us.  Collaboration means:

  • Sharing thoughts and ideas about what works and what does not.
  • Being open (think outside the box creativity) and willing to listen to new and different ideas from others.
  • Agreeing on a solution that serves the best interests of the patients, practice, and team instead of any individual.
  • Continue to be flexible and to adjust until you succeed
  • Don’t take things personal.
  • Support your team members. Ask and offer help.

Celebration is the third core fundamental to successful teamwork. It is important to celebrate daily. Even the little things. If our focus is always on the next patient or task we will miss the good in the present moment and eventually we will lose our joy for our work.

Celebrate by:

  • Looking for and becoming aware of what is positive in the present moment. Right here right now what is good?
  • Being grateful for what is instead of complaining about what isn’t.
  • Showing appreciation to your coworkers and your patients.
  • Celebrating in the moment with a physical gesture for example a big smile, thumbs up, high five or even a Ta-Dah!

Implementing these three core fundamentals will empower your team to WORK together to build happy, healthy and high performing team relationships.

February 1, 2022

Control, Alt, Delete! Reset, Reset, Reset!!!

Control, Alt, Delete! Reset, Reset, Reset!!! 10 Creator Thoughts to Help You Reset!

2022 isn’t starting out quite like I imagined or planned!  Reset time!  So many things are up in the air.  Literally like flying for example.  I fly almost every week for work.  I can tell you that it has been a challenging task.  Lack of plane and or crew or nasty weather often leads to a delayed or canceled flight.  Once I arrive there is the potential of attendance concerns due to the pandemic.  It often feels like playing Russian Roulette.

 

 

Many of my clients are struggling as well with staffing shortages and last-minute patient cancels or fails due to illness.  Everyday is a new challenge.  Maybe you find yourself in the same boat.

We have two choices. We can reset by taking on the current situation and making the best of it.  Or we can get angry, worry, and judge what should or shoudn’t have happened.  Some of us live in a state of fear and judgement of “what if” waiting for the next shoe to drop.

We become the creator of our world when we take on the challenges.  We become the victim of our world when we stew and worry.  Creators are constantly resetting!  Something unplanned or uncertain will happen.  Stop the spinning out of control thoughts of this should or shouldn’t have happened.  Instead change your internal dialogue with a reset transition thought.  So, this happened…now what is the next step I want to take?

  • Triage the situation with your team or if alone by yourself.
  • Identify what needs to get done, what can be let go.
  • Who else can assist?
  • What resources can I utilize?
  • Then do your best.

Life will continue to be filled with unplanned stuff! Here are 10 creator thoughts to help you reset.

  1. Start your day on a positive note. Plan how you want to feel today and not what has to happen today to make it a good day.
  2. People will come and go in our life. Some relationships are only meant to last a certain amount of time.
  3. People’s actions and reactions are often heightened with all the uncertainty. Don’t take things personally.
  4. Challenges force us to grow. Look for the learning opportunity in every obstacle.
  5. Sit, stop, and become still. Breathe deep and become calm.  How we feel inside will change how we feel about what’s happening on the outside.
  6. Our energy is contagious. Be mindful of the energy we radiate.
  7. Be proactive instead of reactive. Take the necessary steps to set up to succeed.
  8. Treat people based on the person you want to be. Don’t let negative behavior of others drive your actions.
  9. Have hope for the future. This too shall pass.
  10. End your day in gratitude. Celebrate the positives by giving thanks       and praise.

 

Life will be filled with unplanned challenges.  The ability to reset will define our level of success.

September 1, 2021

Staff Shortage!!! 5 Steps to Help You Survive the Staff Shortage.

Yes, I know the term team is more uniting and empowering than the word staff.  Also, that staff is an infection.  😊 However, I like the alliteration of short staffed versus short teamed or team shortage.

Times have changed and nearly everyone faces sporadic or chronic staffing challenges.  Stop and take a moment and breathe deep!  You will survive this challenge and be even better after!

Start by writing an ad that is enticing and specific to attract that new superstar team member!  Together as a team define specific skills and traits desired for the position.  Please email me at JudyKay@PracticeSolutonsInc.net if you would like to receive a sample ad.

 

 

Here are 5 steps to help you survive the shortage until you hire your new superstar!

Communicate – Take time to communicate as a team.  Notice I used the term team now as no need for alliteration.  Together define specific tasks that were being done by the employee or employees who are gone.   Make a list of the specific tasks that need to be done instead of panicking.  Avoid generalization of tasks as the more specific the easier the solution.

Prioritize – Triage the list of tasks.  What must be done?  What can be delayed?  What can be let go?  I like to utilize Rocks, Pebbles and Sand to prioritize.

  • Rocks – Important and Urgent – Rocks must be done that day or consequences
  • Pebbles – Important and Not Urgent – Pebbles can be done another day without consequences. However, if delayed long enough a Pebble can turn into a Rock.
  • Sand – Not Important and Not Urgent – Sand is the filler like cleaning and organizing and can be delayed the longest.

Utilize Human Resources – Your human resources are your entire team.  So often we compartmentalize the team into departments.  We lessen our resources when we compartmentalize.  Instead, be creative when discussing who could do specific tasks.  Take time to cross train whenever possible.  A highly cross trained team is much more flexible and beneficial!  My favorite job description is:

“My job from the moment I check in to the moment I check out is whatever is legal, ethical, and within my licensure to help the patients, practice, and team thrive!”

Also consider which tasks could be done virtually.  There are many platforms available.   

Utilize Technology – Learn your technology in your practice.  Invest the time now and you will become more efficient and effective.  I work with practices nationwide and very few fully maximize their technology.  Schedule a call with your practice software trainer asap.  Review your lists of tasks to learn what tasks could possibly be automated.  For example, billing, confirming appointments, contacting recare etc.  There is often so much more we can do with the existing technology in our practice.

Look into additional technology that would allow you to automate in the clinical area.  For example, Voiceworks Software allows hygienists to be autonomous with probing as well as more effective and efficient.  Check out the video on voice-controlled charting.  The link is  https://oralscience.com/en/products/voiceworks/

Schedule – Review the schedule with your team based on current staffing available.  Many of you have new team members that will take time to train.  Do you need more time for procedures?  Do you need to change what is scheduled in conjunctive columns?  You may even need to temporarily suspend scheduling a column.  FEAR ALERT!!!  I know you are concerned about overhead and the bottom line etc.  However, if you consistently overwhelm and over burden your current old and new team members they may leave as well.  Or worse yet…they will stay and become burned out and disengaged.

Review the past two weeks schedule with your team.  Where were the bottlenecks and stress points?  What shows up consistently?  Adress the consistent problem areas by adjusting the schedule to accommodate them based on current team, training, and skills.

Implement these 5 steps and you will not only survive you will thrive!

August 2, 2021

Delivering W.O.W. Treatment Presentations!

The ability to proficiently present treatment and fees is critical to the success of your practice.  The more your patients understand their dental needs and the fees associated with treatment, the more likely they are to accept your recommendations. You 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 to deliver W.O.W. Presentations.

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 teach W.O.W. Presentations.  W.O.W. is an acronym for weed out the weeds.  A weed is anything that might make your patient feel uncomfortable, unwelcome, or unsafe and possibly destroy the relationship.

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 of 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.

Delivering a W.O.W. presentation 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.

July 1, 2021

Culture Is Like a Puzzle!

When I think about culture, I think of it as a puzzle.  The framework of the puzzle is created by the owner dentist(s).  They design it using their vision, core values, type of service and treatment they desire to deliver.  The team are the pieces that together make up the body of the puzzle.

 

 

I have observed an increase in the team turnover this past year due to the pandemic and other reasons.  It is important to hire the right team member for the right spot to be a good fit.  Otherwise, the result is problems and team turnover.  As a team identify the character traits and skill sets that are needed in the new team member to succeed at their role and integrate with the existing team.

The existing team is responsible to learn how to successfully work with the new team member.  It is imperative that the existing team members take the time to get to know and train the new team member.  I understand that training can seem like an added burden to the existing workload.  However, the more welcoming and supportive the training the sooner the new team member will be able to take on tasks.  Some new team members are quick learners and instantly work well with the existing team.  They are like puzzle pieces that fit together.  Others take more time and effort.

Set realistic training expectations for each position in the office.  Base the expectations on the average learning cycle.  I have found the tell them, show them, have them show you training process is very effective.  Create weekly goals for the first month and monthly goals for the second and third month.  Assign a mentor to meet with the new team member on a weekly basis for the first 3 months to review and celebrate successes as well as discuss goals for the following week or month.  It is imperative that the mentor is supportive and understanding.  Training expectations will lessen feeling overwhelmed and clarify goals for the entire team.

It is the responsibility of the team (new and existing) not the doctor or manager to recognize what they need to do to create a cohesive puzzle.

Often multiple new team members are joining the practice resulting in multiple changes to the puzzle.  This becomes even more a challenge.  So how do we make all the new pieces fit together?  Find opportunities for the team to communicate openly day-to-day.  Get aligned by clarifying the following:

  • What are the expectations from the new team members
  • What are the expectations from the existing team members

For example, existing team members, just because you have always done it a certain way does not mean you don’t need to be open to new ideas.  New team members don’t try to change everything right away just because you did it differently at your old office.  The comment, this is how we did it at my other office, quickly gets old and is not appreciated.  New team members immerse yourself in the practice culture to understand what they do and why.   Wait to bring up any suggestions until after the first 90 days.  This will help eliminate chafing between new and existing team members.

Implementing this puzzle analogy will help create a happier, healthier, and higher performing culture.

June 1, 2021

My Way or The Highway!

Our success in life depends greatly on our relationships in life!  Our relationships are the result of how well we communicate and collaborate in our personal and our professional lives.  When we communicate openly, positively, and effectively we inspire connections and build sincere, strong, sustaining relationships. Our ceiling of success then becomes like the old expression, “Sky’s the limit”.

What often gets in the way and sabotages successful relationships is our personal beliefs of right and wrong.

Most of our beliefs can be traced back to our early years.  I’m the youngest of seven and am blessed with a great family.  I grew up on a farm in North Dakota. My past experiences will differ greatly from those who were not raised in the same environment.  Our expectations of right and wrong will vary and may even conflict based on our past experiences.

When we interact with others, we are always coming from a place filled with our own experiences. Our expectations differ because of our unique and individual beliefs, opinions, and assumptions based on our experiences. These expectations become our personal truths upon which we base judgments of right and wrong. To help you remember the concept, see the first letters of each word; it spells out the word B.O.A.T. Beliefs, Opinions, Assumptions, therefore, are Truths based on our experiences.

We all have unique and individual experiences, yet we expect each other to think, act, and respond the same. These are some false expectations that can get us into trouble.

  • Others must behave in the same manner as we do, or their behavior is wrong.
  • Another person’s behavior must mean the same as ours if we did that same behavior.
  • We get in a disagreement because others disagree with our opinion (after all we are right and want it our way)!

These are examples of expectations based on personal truths. Once we understand that our personal truths (how we judge the world by what is right and wrong) are based on the unique and individual experiences we have, we can no longer believe that our answer is the only right answer.

Our personal truths dictate our right!  We may be right based on the current extent of our experiences.  However, there is a whole big universe out there filled with experiences we have yet to meet.  Right and wrong are really arbitrary.  The more knowledge and understanding we have the more we will realize how ambiguous right and wrong become.  In our current state of affairs, it is very difficult to really know what is true or a manipulation of the truth.  When we continue to explore, we will find there is always more than one right way.

I used to love listening to Paul Harvey’s The Rest of the Story.  The Rest of the Story was a Monday-through-Friday radio program originally hosted by Paul Harvey.  The Rest of the Story consisted of stories presented as little-known or forgotten facts on a variety of subjects with some key element of the story (usually the name of some well-known person) held back until the end. The broadcasts always concluded with a variation on the tag line “And now you know the rest of the story.”

Be open to the more of the story instead of stubbornly attaching to your beliefs.  Avoid making assumptions and filling in the gap based on your B.O.A.T.!  Ask questions until you uncover and understand the root of the belief, the why behind the story.  Here are some good questions to ask when you are in disagreement.

  • Where did you learn this belief?
  • Tell me why you believe this to be right?
  • Tell me why you feel so strongly about this?

More importantly, do a little soul searching first to understand your beliefs before you question other’s beliefs.  Here are triggering questions to ask yourself to uncover your why.

  • Where did I learn this belief?
  • Is this belief based on truth or illusion?
  • How important is this belief?
  • How this belief affecting me?
  • Do I still need this belief (how relevant is it now)?

Let go of thinking I have to, you must, they should, and it has to be!  These are the words we use to judge others.  When we think we know more or better than someone else we are setting ourselves up for a clash of beliefs.  We become too attached to our own point of view and that others must share it.    Once we become too attached to an idea we lose respect both for ourselves and others.  Sometimes a belief can even become more important than the other people.  It is the root of extremism and fanatics.

The world is filled with different beliefs and different ways.  Who says we all have to always agree.  More importantly we need to respect each other and work together for the better of all mankind.  I love what my big sis Lorraine taught me years ago.  It is okay to agree to disagree.  We can stick to our right or we can be open to infinite possibilities!

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