THE Plan

The GIG Customized Coaching Plan is a comprehensive personalized checklist of systems for your practice that will monitor, re-evaluate and fine-tune your practice operation over the next year.

Based on your individualized "priorities", your practice's key growth areas will be closely monitored by Deb Castillo, GIG Director of Training, as we provide timely feedback related to your practice's performance.

Active analysis of the various areas of practice operation coupled with GIG's proven practice development systems will help take your and your staff develop the skills and resources ensure practice success and profitability.

Targeted areas of development include:

EXPENSES / BUDGET

  • Establishing a Budget

  • Strategy for Budget Management

  • Inventory Control System

  • Ordering Process

  • Monitoring & Reporting Expenses

  • Internal Controls - Theft Prevention

  • Incorporating Percentage Budgeting Systems for Doctor & Team

ACCOUNTS RECEIVABLE & COLLECTIONS

  • Review of Aged Accounts Receivable

  • Collecting Delinquent Past Due Accounts

  • Skills for Time of Service Collections

  • Collecting Fees in Advance of Service

  • Insurance Processing and Follow-up

  • Preventing Loss of Cash Flow

INCOME

  • Setting up Solvency and ROI Accounts

  • Evaluation of Previous Income

  • Evaluation of Fees

  • Establishing of Realistic Goals

  • Scheduling To Exceed Goals

  • Action Plan To Achieve Goals

  • Monitoring / Reporting Process

CLINICAL DENTISTRY

  • Scheduling New Patients

  • The New Patient Event

  • Practice Philosophy/Vision Regarding Treatment

  • Modeling What You Want To Do

  • Scripting Communication

  • The Clinical Evaluation Process

  • Documentation of Findings

  • Documentation of the Treatment Plan

  • Consultation-Treatment Recommendation

  • Presenting Fees & Financial Arrangements

  • Monitoring Treatment Acceptance

  • What If Patients Don't Accept Treatment?

  • Choice-based Treatment Options

INTERNAL COMMUNICATION & MARKETING

  • Marketing Plan Review

  • Creating an Environment that Creates Value

  • Staff Awareness - Individual Marketing Plans

  • Telephone Skills

  • Scripting Communication

  • Systems, Letters & Forms - Major Review

  • Reception Room Dynamics

  • Team Influence on Treatment Acceptance

  • New Patient Event - Rehearsal & Review

  • Treatment Planning - The Paperwork

  • Treatment Acceptance Process

EXTERNAL COMMUNICATION & MARKETING*

  • Brand and Culture

  • Target Market Analysis

  • Positioning the Practice - Core Values

  • Internal Marketing Communications Systems

  • In-House Optional Health Plan

REFERRAL DEVELOPMENT

  • Targeting Referral Requests

  • Reasons Referrals Don't Occur

  • Systems and Forms

  • Monitoring/Reporting Process

COORDINATING CARE

  • Planning the Sequence of Care

  • Pre & Post Operative Instructions

  • Insuring Essential Steps Are Not Missed

  • Responding to Late Patients

  • Responding to Broken Appointments

  • Monitoring Effectiveness

  • Coordinating with Other Professionals

  • Continuing Care - ReCare

  • Preventing Loss of Patients in Treatment

  • Preventing Loss of Patients in ReCare

RECOVERING LOST PATIENTS

  • System, Forms, Letters and Communication

  • Procedure for Recovering Lost Patients

  • Scripts for Calling Lost Patients

  • Letters for Recovering Lost Patients

  • Monitoring & Reporting Success

  • Evaluating Insurance Involvement

LEGAL CONSIDERATIONS

  • Personnel Files

  • Employment Agreements

  • Documentation of Discussions & Action

TEAM MANAGEMENT & DEVELOPMENT

  • Written Office Policies

  • Job Descriptions

  • Determining Staffing Needs

  • The Characteristics of a Winning & Growing Team

  • How To Find Great Team Members

  • The Hiring Process

  • How To Create Job Success for Everyone

  • Accessing Behavior Styles

  • Team Meetings

  • Training - Responsibility and Scheduling

  • Performance Review and Recognition

  • Accountability - Taking Ownership

  • Team Building

  • Working Together Without Conflict

  • Mastering Frustrations & Challenges

  • A Formula for Solving Problems

  • Doctor's Leadership & Management Skills

RISK MANAGEMENT

  • When Does Rick Occur?

  • Who is Involved in Rick Management?

  • Patient Records and Forms

  • Patient Record Updates

  • The Doctor's Liability

PATIENT RETENTION

  • Preventing Loss

  • Cancellations or Broken Appointments

  • Late or Walk-in Patients

  • Hygiene Department Involvement: Profitability and Health

  • Systems, Forms and Filing Procedures

  • Monitoring & Reporting Process