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I n s t r u c t o r : J e r i S o r e n s o n - A m a t o

Filling the Holes in YourSchedule with Dentrix

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Speaker Disclosure

Jeri Sorenson-Amato is an employee of Henry Schein One.

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#1 Practice Concern?

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Holes in the Schedule!

• Impact of open chair time

• Building your schedule

• Filling your schedule

• Connecting goals and skills

• Key Scheduling Indicators

• Scheduling effectively

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How much open chair time do you have in a day?

• None

• 0 – 1 hour

• 2 hours

• 3 hours

• I don’t want to admit to an amount

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Poll Question #1

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1 hour of hygiene time per day = $2,550 / mo. 1 hour of doctor time per day = $7,450 / mo.

$10,000 per month!

$120,000 per YEAR!!

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Practice Advisor Report

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Measuring the Impact

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Measuring the Impact

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How do you fill open time on the schedule?

• Call tomorrow’s patient to come in today

• Call patients that are on the ASAP List

• Call patients that are on the Broken Appointment List

• Generate the Continuing Care List to call patients

• Generate the Unscheduled Treatment Plan List to call patients

• All of the above11

Poll Question #2

• Be proactive

• Know your goals

• Work smarter, not harder

• Maximize your Dentrix Tool Box

• Reports Reference Guide

• www.Dentrix.com/G7/Report

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Build Your Schedule

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Dentrix Tool Box: For Hygiene – Continuing Care List

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Dentrix Tool Box: For Restorative – Unscheduled Treatment Plan List

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How much time is spent dealing with insurance and collections per day?

• 1 hour

• 2 hours

• 3 hours

• 4 hours

• You mean there are other things I should be working on?

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Poll Question #3

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• Enforce your policies

• React quickly

• Be on the same page

• Make useful notes

• Maximize your Dentrix Tool Box

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Fill Your Schedule

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Dentrix Tool Box: Appointment Lists

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Dentrix Tool Box: Treatment Manager List

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Dentrix Tool Box: Daily Huddle

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Designate a team member

Best way to eat an elephant?

Don’t wait!

Maximize the Office Journal

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Establish a Routine System

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“Successful people are simply those with successful habits.”

- B r i a n T r a c y

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• Production GoalsTrack scheduled production in the Daily Huddle Report

• System BenchmarksTrack system effectiveness in the Practice Advisor Report

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Connecting Goals to Skills

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Dentrix Tool Box: Practice Goals Setup

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Dentrix Tool Box: Practice Advisor Benchmarks

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• Daily Huddle Report

• Perfect Day Scheduling

• Office Journal

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Key Scheduling Indicators

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Dentrix Tool Box: Daily Huddle

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Production Goals

Schedule Management

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Dentrix Tool Box: Perfect Day Scheduling

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Dentrix Tool Box: Maximizing the Office Journal

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• Pre-Booking Hygiene Appointments

• Past-Due Hygiene Appointments

• Unscheduled Treatment Calls

• Same Day Cancellations

• Building your ASAP List

• Scheduling Next Treatment Visit

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Verbiage

• Free 30-minute Practice Advisor assessment

• Customized, 1-on-1 analysis of your practice’s KPIs

• Can identify possible data inaccuracies

• Identifies key areas to take your practice to the next level

• Dentist needs to be present for the phone assessment

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• Impact of open chair time

• Building your schedule

• Filling your schedule

• Connecting goals and skills

• Key Scheduling Indicators

• Scheduling effectively

• Schedule a free assessment

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Summary

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• Dentrix Mastery Tracks

• Online lessons, videos, and tests. Visit www.Dentrix.com/Mastery for program info. To begin, visit www.Dentrix.com/Resource-Center, log in, and click Get Your Training.

• Dentrix eNewsletter

• Monthly product news, tips and tricks, upcoming event announcements, and links to Dentrix blogs and articles. Visit www.Dentrix.com/eNewsletter to subscribe.

• Dentrix Facebook Page

• Join the Dentrix community! Get tips, articles, product announcements, and share ideas and best practices with your peers. Visit www.Facebook.com/Dentrix.

Resources to Help You Learn More