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PRACTICESof Office Management
BEST
UNDERSTAND THE PRACTICE
11
Be KNOWLEDGEABLEabout the practice.
Be able to ANSWER QUESTIONSabout the practice forboth staff& clients.
Be able to ANSWER QUESTIONSabout the practice forboth staff& clients.
ImplementPOLICY &
PROCEDURESto the staff.
SUPPORTTHE PROCESS
2
Understand the
MISSIONof the practice.
EVALUATEwhether the
mission goalsare being met.
MAKECHANGES
to the missionto allow for
more efficiency.
Allow for INPUTfrom the client.
KNOW CURRENT PROCEDURES
3
EDUCATEyourself on the newest
office procedures.
Be able to
TALK CONFIDENTLY about procedures.
IMPLEMENTPROCEDURES
on a daily basis.
ADJUST procedures to fit a client.
UP-TO-DATEON PRODUCTS
4
Be familiar with yourSALES REP.
Be familiar with yourSALES REP.
COMMUNICATEwith your sales rep.
COMMUNICATEwith your sales rep.
Be OPEN to NEW products.
Know what SELLS.
LISTENto staff and clients.
5IMPROVE
PRODUCTIVITY
Insure that all are using their time productively.
Use email, calls and texts for
quicker contact.
Outline individualstaff responsibility.
Identify thego to personin an emergency.
BE ATTENTIVETO STAFF
6
Provide leadership to staff.
EnsurePOLICY & PROCEDURESare beingfollowed.
Ask forfeedback &
LISTENTO STAFF.
7PROMOTETEAMWORK
Conference with staff.
Allow staff to follow through
with client.
COMMEND STAFFon a good job.
8IDENTIFYCLIENTS
Know your client base.
Assure clients theirfeedback matters.
Listen to your clients.
Get feedback from clients.
Assure clients theirfeedback matters.
Listen to your clients.
Get feedback from clients.
Assure clients theirfeedback matters.
Listen to your clients.
Get feedback from clients.
REDUCEDELAYS & WAITS
9
Know if there are delays.
Relay to clients about
delays.
Ask if client would like to reschedule.
UNDERSTANDTHE CLIENT’S POINT-OF-VIEW
10
Though clientsmay not be right their
voice is important.
ASSURETHE CLIENT
that the matter will be taken
care of.
Know when todefer a clientto anotherindividual.
Know when to STEP INto assist staff with the client.
11DEAL WITH ISSUESIMMEDIATELY
Handle issuesas soon as they
happen in an appropriate
manner.
Avoid repeated issuesby conferencing.
Learn fromissues &
implement
Learn fromissues &
implement CHANGE.
PROCESS CLIENTSSUCCESSFULLY
12
Be preparedfor clientsand follow procedures to welcome them.
LISTEN attentively to the client.
& send them off satisfied.
Conclude their business
13REVIEWTHE DAY
Were all requirementsmet?
Were the clients satisfied?
If not, what can we do better?
Implement new procedures.
Identify resolutions to staff issues.