Is constant employee turnover dooming your office?

Image result for employee turnover

Building the right team is the goal of every dental office. You make the effort to screen applicants and implement the best interviewing techniques, but is the dream team you are seeking falling apart? Are there any great employees left out there? Is there a way to prevent hiring the wrong person for the job?

Prior to working with offices in business solutions and training, I owned a dental staffing company. I heard the woes of dentists and managers who simply felt hopeless that they would find permanent, stable, qualified employees for their practices.

A few of my clients mentioned they used personality profiles as part of the interview process to save time and effort, so I decided to check them out and use them myself. If many large, successful businesses use profile screenings, why couldn’t a dental office?

A retired dentist from Florida told me he used a “surefire way” of hiring and kept most of the same team for 30 years by using the “personality shapes assessment.” This simple test asks each person to write down the first shape that comes to mind: a circle, square, triangle, or squiggly line. Each shape shows what type of personality you are and facts about you. For example, the square shows you are detail-oriented, logical, and dependable.

Several options

There are several companies that offer personality profile tests and analysts for employers to use. The DiSC (dominance, influence, steadiness, and conscientiousness) assessment, Myers-Briggs type indicator, Kolbe test, and Culture Index are just a few of the profile tests available. Each has a unique set of questions to assess personality style on various levels. Some studies indicate that a personality test coupled with an intelligence test is the most accurate method, whereas most human resources experts agree the personality test is simply a good tool when looking through the candidate pool.

Implementing a personality test may be an easy solution to finding the characteristics you are seeking. Let’s say you would like a fast-paced, experienced dental assistant for your busy practice. Wouldn’t you want to know before you wasted interview time if the interested assistants naturally possessed a fast-paced quality? The Culture Index assesses several qualities including the level of natural energy and speed at which the individual likes to work.

A large general private practice in Michigan uses the Kolbe test when interviewing all potential candidates. They then use color-coding on the employee’s name tag to remind co-workers how that person prefers communication and information. The doctor told me it changed the atmosphere in the practice so much that the teamwork and growth have been more than he could have imagined.

I use DiSC most commonly with my clients. It is an easy test, and it has a fun feature where it shows the entire team’s personalities on a graph. It enhances the communication environment of an office and helps convey both the values of individuals and how they like to work.

At war

Recently, I worked with an office where the administration managers and the hygiene department were at war with the schedule. After completion of the DiSC test, there was an understanding of why the groups communicated and valued the topic the way they did. With much laughter, both groups were able to reach a solution for addressing the hygiene schedule logically.

“If your team turns over regularly or employee disunity is a stressor for you, I encourage you to try a personality profile exercise.”

So, are personality profiles a magic bullet? Our science brains want to know if they are accurate and if it is even legal to request that employees/potential employees complete the test. To be fair, experts in personality profiling differ on the substance of the personality test; however, there are studies out there to support the use of these tests from many standpoints.

If your team turns over regularly or employee disunity is a stressor for you, I encourage you to try a personality profile exercise. Perhaps you will discover that there are individuals in the wrong positions or reveal areas within the practice that need to be addressed.

It is important that this be presented as a tool or an option for the team to take. If someone feels they were eliminated or prevented from being offered a job solely because of a personality profile, it may legally become a discrimination concern.

Regardless of the personality profile you choose, I believe it is not the end all to hiring. It is simply a tool to facilitate better understanding and communication and even to help find the best fit for the position you are looking to fill.


Are the holes in your schedule haunting you?

It’s that time of the year again with lighter schedules, last-minute patient cancellations, and the dreaded no-shows, which means team members walking around the office acting like zombies and seeking “something to do.”

There will be holes in your schedule if you allow the following five devaluing phrases said to patients and attitudes into your practice:

  1. “Do you want to reschedule?”
  2. “What time works?”
  3. “If you can’t make it, no problem. Just give us a call.”
  4. “You can wait to have that procedure until next year.”
  5. “Do you want to just call us?”

It is the entire dental team’s responsibility to prevent the scheduling holes and evaluate how the scheduling communication is occurring. The commitment to patient retention and engagement while desiring full schedules at all times should be the obvious office goal. Being aware to “create the appointment demand” and to “build off the schedule” will lead your patients to respect their appointed time, and your day will end with a successful and productive schedule.

Best practices

The best way to implement the expectation that appointments are to be scheduled in advanced is to start with new patients. The new-patient letter should detail your appointment expectations and how you provide reserved appointment times as a courtesy to the patient’s schedule.

“It is the entire dental team’s responsibility to prevent the scheduling holes and evaluate how the scheduling communication is occurring.”

Establish the scheduling of the next appointment as the norm by leading all patients into scheduling at the patient walkout/dismissal. In a friendly tone with the importance of their time emphasized, ask your patients, “Now, let’s get you scheduled for your next visit. Do you prefer a morning or an afternoon appointment?”

Once the first appointment of the day is established, build off your schedule by offering the best fit for your patient’s request while simultaneously filling your schedule.

Get into the habit of knowing your patients’ work and personal schedules, so it is easier to lead the appointment conversation. Someone who is a stay-at-home parent or a retiree may have a more flexible daily schedule and could be scheduled at those hard-to-fill appointments times, such as 10 a.m. or 2 p.m.

Building off the most popular times is the best way to fill your day. For example, if you look at a certain day and notice your 7 a.m. and 4 p.m. slots are already filled by consistently reliable patients, offer the 8 a.m. and 3 p.m. and so forth.

Time frames

Continue to set patterns by scheduling patients in the same time frame. For example, keeping the continuing care appointments the same day and same time six months apart will establish the long-term date, such as creating the standard Tuesdays at 11 a.m.

Setting a behavior pattern also ensures a more successful remembrance by patients and makes a cancel or no-show less likely. You can also use a third-party system, such as Solutionreach or Lighthouse 360, to kindly remind patients of their scheduled appointment time, while meeting the patients’ preferred electronic communication style.

Emphasizing the “busyness” of your office schedule is important. Whether you are incredibly busy or not, it doesn’t matter. It’s important to create the demand and teach patients to understand how important their reserved appointment time is. They should understand that it may be challenging to get another visit scheduled with their favorite hygienist if they cancel.

Options for scheduling

Your team has to let patients know the standard in the office is scheduling hygiene visits. Remind them that the office does this for all patients as a courtesy so that the most convenient time for the patient can be secured.

The following are good options for moving the conversation forward:

  • “We can always follow up and can provide a reminder if you need one.”
  • “Let’s get you scheduled, and then would you please kindly check your schedule and call me back tomorrow if that date and time does not work for you?”
  • “I would be happy to call/text/email you tomorrow. When would be a good time to discuss your appointment?”

When patients say, “I don’t know where I’ll be in six months,” your staff can say something playful, such as, “I know where you will be. Here again with me, same place, same time. Now let’s get you scheduled.”

No matter the scheduling conversation, it is imperative the clinical and administrative teams communicate through both detailed chart notes and verbally with the patient at the end of the visit. This will ensure excellent customer care and that no questions are left unanswered.

Because you value and respect your patients’ time, teaching them the value of respecting the scheduled appointment will prove to be an effective way to diminish the holes from your schedule.


3 reasons why your associate isn’t producing

Image result for frustrated dentist

You’ve hired an associate for your practice. Congratulations! There have been newsletter announcements, patient meet-and-greet events, and practice specials for any treatment given by the new dentist.

You believe you have set up the new dentist for success, but the only problem is this new dentist is not producing like you do. This is frustrating, as you see the production numbers decrease and your dreams of more free time fade. Let’s explore three reasons why your associate is not like you.

  1. Lack of instruction

Most offices have protocols and systems established for what constitutes standards of care and treatment. Most likely, you have spent years putting the perfect system and management theories in place. The new associate may simply not have your experience, and he or she really needs your mentoring.

The most important exam a dental office can give is the new patient exam. This time is set aside for the dentist and team to take a complete medical history, take intra- and extraoral photos, obtain radiographs, and complete charting and assessments in service of preparing a recommendation for treatment. The financial and insurance team members are also collecting data to give the patient, so they have informed information when pursuing treatment. This is where most dental practices make the most production.

You begin to notice that the new patient exam is not producing the treatment that you are used to seeing with new patients. When you check the radiographs and chart notes, you see many deficiencies, as well as details missed by the associate. Perhaps the patient’s chief complaint was not addressed, and the four-surface resin planned for treatment should have been a crown.

At this point, take the time to sit down with the associate and go step by step through the photos and radiographs. Show him or her what to look for, and how not to be afraid to give the best dental treatment plan for the patient.

Depending on what environment this new associate is from, the dental school or previous office may not have had the same technology as your practice, so he or she simply may not be aware that you can do same-day Cerec crowns in your office, or that you keep all endodontic and simple extractions in house. The person needs to be taught these systems and your office protocols. Do not expect the associate to know how to do dentistry the way you do.

  1. Lack of confidence

“The new associate may simply not have your experience and really needs your mentoring.”

Because of a lack of exposure and education, the new associate may lack the confidence to do many of the procedures you do regularly. Take the time to have him or her not only watch but be involved with the simple extractions you do, or give the associate the easier root canal treatments so he or she can continue to become experienced with bigger production cases. Offer hands-on courses for the associate and allow enough time to learn the clinical systems.

It is also a great idea to have the new dentist role-play patient conversations with you or with the treatment coordinator. This will help the associate become more confident with interactions and patient-level terms. Continue to encourage the positive, and show the team members how to look to the associate as a leader in the practice as well. This will reflect on how patients perceive the new dentist and their level of comfort in seeing a new provider.

  1. Does not share your philosophy

Studies show that people are on their best behavior for 30 days on the job, thus the reason for a 90-day review. You selected this associate for a reason. Did the person wow you in the interview process, only for you to discover that he or she does not seem to accomplish what was discussed? Perhaps you have found that the associate undersells to the patient or does not work well with your team. Does the person seem engaged and excited to be a part of your organization, or does he or she seem frustrated and bored?

If it’s within the review period, it is acceptable to cease the contract and go your separate ways, should philosophical differences be the reason for a lack of production and engagement.

Remember, if you are seeking a high-producing associate, a personality trait that should be sought after is one with a business spirit with a touch of sales. If this is what you seek, the new associate will be set up for success, and your dream of slowing down in the practice will be a reality. Good luck!


3 practice and retirement strategies to consider

So, you’ve been thinking about retirement and reflecting on all you’ve done to build a

Image result for retirementfantastic practice. Is it time to bring in an associate? Perhaps sell the practice to a competitor or a corporate chain? Maybe even consider bringing your practice to a graceful end?

Many questions need to be considered as you determine which option suits you best.

  1. Hiring an associate

Many doctors feel hopeless when they start interviewing a potential associate who may purchase the practice. It is challenging to emotionally disconnect from the business they have worked so hard to build and prepare it to become a sellable business. There is much concern about with whom and how to leave the patients and the dental team, as well as how to assess the actual value of the practice, including but not limited to the patient records, equipment, and building.

Many decisions need to be made in regard to an associate’s salary. Do you hire the associate as an employee with a daily or hourly wage? Do you have a sweat-equity plan in place as the associate is compensated from a percentage of production or collections? Perhaps the associate buys in immediately, and you agree to stay for a certain amount of time before riding off into the sunset. The negotiations and possibilities are endless.

Unlike the nonencouragement old-school education approach most baby boomers received in dental school, millennials are told how wonderful and valuable they are to the dental community, sometimes skewing a realistic view of their financial worth prior to proving work ethic and commitment to a potential practice. Several dentists have expressed that this is one of the biggest barriers to obtaining the right associate fit.

  1. Selling your practice

In the Midwest, a dentist is looking for a favorable exit plan, but he feels frustrated with what he thinks are the unreasonable upfront compensation requests from new dental graduates.

“It is challenging to emotionally disconnect from the business they have worked so hard to build and prepare it to become a sellable business.”

Dr. Howard practices near the Iowa/Minnesota boarder and stated, “In our area, new graduates are being told by their dental school-appointed financial advisors to ask for $150,000 to $200,000-plus as a starting annual salary (32-hour workweek) along with full insurance coverage, 401(k), vacation, and continuing education per diem.”

“Twenty-nine years ago, my wife and I both worked 40-plus hours a week for several years to pay off my dental school student loans, while building a practice from scratch,” he said. “It was our hard work that brought us to the point of considering bringing on an associate, so we can cut back on clinical days, but the gamble and price tag is too steep.”

Dr. Howard is now looking toward getting his accounting and assets in order to sell to an existing practice of an experienced younger dentist a few miles down the road that desires more growth.

Dentists like the one interested in purchasing Dr. Howard’s private practice are, in my experience, part of an evolving trend who either want to “fight the invasion of corporate dentistry” or create their own private practice chain for maximal financial potential and eventual sale. These forward-thinking dentists are focused on obtaining the optimal “dream team” style of dentistry and pride themselves in excelling with customer care and the latest patient treatment options.

For some existing practice owners, another option is the corporate or large group investor.

Corporate dentistry is not the big bad wolf for many sellers. With the average dentist practicing 35 years, some are simply tired and want the least amount of hassle as they end their careers. Corporate dental buyouts often offer consistent, proven transition plans and top-dollar price tags. Some dentists stay on with the new owners and enjoy employee status, while assisting with the transition.

  1. Closing up shop

The last option for retirement is simply coasting to the finish line. It often begins by not accepting new patients and not proposing extensive treatment plans. Often, the dentist is doing “patch-work dentistry” and changing the practice hours to part time, while tentatively targeting a date to close up shop. ADA legal guidelines need to be adhered to if this is your plan. As always, consult your practice attorney and refer to the “Guide to Closing a Dental Practice” on the ADA website.

Whichever “break out” option you decide is the best fit for you, please seek out a reputable practice transitions consultant and legal counsel prior to any contract negotiations.


Specialist referrals take time and commitment

Image result for team of dentists

A successful specialist relationship is more than the annual drop-off of holiday goodies. An excellent specialist is an extension of your office who takes the time to understand your philosophies of optimal patient care.

A patient who has been complaining of intermittent biting pain is scheduled in your operatory for a crown. This conclusion was decided after an image taken weeks ago revealed no abscess; however, you suspect a hairline fracture, and antibiotics were given just in case. As you start the prepping the tooth for a crown, the tooth fractures at the gumline — now what?

Preparing to send a patient out to see a specialist can be a stressful task, especially if the visit put your schedule into the “running late” zone and you are kicking yourself that the production is not staying within the practice.

While the assistant and office personnel fumble through drawers attempting to locate referral pads, the patient asks how much it will cost and questions why you are not able to complete the procedure. In addition to the patient’s concerns, you have your own anxieties: Did you educate the patient properly on this treatment procedure? Will the specialist communicate with your office? Will the specialist follow your treatment philosophy? After all, this is your patient and it is your responsibly to act within the patient’s best interest.

Even if your practice is thriving, you need positive, comfortable relationships with specialists who you trust for those difficult cases. What are your criteria for choosing the best specialists, and where’s the win-win?

The revenues for specialty practices have declined overall, according to a 2013 ADA Health Policy Institute research brief. Referrals have also declined, because of two main factors in my experience:

  • The rise of corporate dental offices having a full specialty team within the facility
  • More general private practices keeping periodontal therapies, prosthodontic, endodontic, and oral surgery services within the office

Private dental practices are still looking to recover after the 2008 recession, as Dr. Roger P. Levin and others have noted, so keeping higher production procedures in the office is appealing. Also appealing are the courses that are offered to general dentists to train on more specialty techniques, including everything from quick orthodontics to placing mini-implants.

“Filling your schedule with more efficient procedures … could end up being more productive.”

Many specialty practices allow time in the day for same-day emergency appointments and are able to provide patient insurance answers quickly. This is a great option if you do not have the time in your schedule to pursue a challenging case. Although the patient who needs a difficult endodontic procedure may seem like high production, filling your schedule with more efficient procedures rather than a long, multiple-appointment case could end up being more productive in the end.

General practitioners often express a fear of the specialist taking more treatment liberties as another reason for not referring. One dentist told me about a patient who was referred to an endodontist: “It seemed every time I referred a patient to this certain endodontist, my patient would return with an implant, without my knowledge, from the periodontist who was in the same building [as the endodontist].”

I’ve heard this type of sentiment many times. Clear communication between the general practice and specialty practice is imperative. Are you looking for another opinion, or do you want the specialist to treat? Is the oral surgeon giving you a second opinion, or will that office be treating that suspicious oral lesion you discovered? Does the orthodontic office return the patients to your office for three-month orthodontic prophys, or do they preform them in their office? Do you want a periodontist or an oral surgeon working with your implant cases?

Both parties need to take the time to understand expectations and the preferred method of communication. What are the systems in place for information such as consultation fees and scheduling appointments? Will there be a same-day phone call or e-mail with current images and chart notes? These questions should be addressed and relationships formed with those sharing your practice philosophy long before attempting to locate a referral pad.



In dental practices throughout the U.S., certain employee issues continue to be concerns from dentist bosses. These concerns can be typically narrowed down to the following:

  • Employees who are simply the wrong fit for the position in which they were hired
  • Employees who violate office polices regularly without regard or consequence
  • Employees who create regular negativity within the team by their personal or professional attitudes and work ethic

In most cases, the employee who was once thought was a catch should be released to find a new employment home.

When the dentist boss complains about a problem employee, much of the focus of the conversation comes down to the question of “Can I fire this person?”

This is often followed by a desire to give that person more chances to change. An evaluation is certainly in order if it is discovered that the problem employee has not been properly trained or the job description/expectations through the office manual and written terms have not been read or signed. However, in most cases, the concern that dentist boss expresses regarding the employee in question simply indicates that the individual is no longer the best choice for the practice.

Most dentists are unskilled with human resources (HR) solutions because of the nature of their education. They are skilled clinicians and caring oral healthcare providers, not HR specialists or state employment law experts.

Because of this, many are scared to pursue any process of corrective action, discipline, or an actual employee release. Often, the relationship between dentists and their team has become too personal, therefore skewing the actual employer/employee relationship.

One dentist shared with me that he and his clinical team were “getting tired” of his chairside dental assistant’s continual early departure during the work day. In any other job, she couldn’t just leave early all the time without permission and not be fired, he said.

When asked why he had not given her a warning or corrective action, and then possibly an employment release if correction actions were not taken, he told me it was her family’s financial condition.

“I know her family needs the money, and, therefore, she needs this job,” he said.

Being too nice is a poor reason to keep an employee who disregards the office policies and the consideration of co-workers.

Office manuals

How do you make sure everyone understands their responsibilities and duties? One way is to make sure you have an updated office manual in place that clearly states the policies that you want your team to follow to create your office culture and that are within the law to protect yourself. Seek out a legal expert or company that specializes in office manuals and knows your state laws and what can and cannot be stated in your manual.

All employees are required to read and sign that they have read the manual and understand the policies, including HIPAA and confidentially statements. This manual should be updated annually.

Fear of retaliation

Some dentists fear retaliation via a drop in office morale, slander on social media, and a loss of patients if they fire an employee, especially during a practice transition.

Initially, having seemingly solid, long-term employees who know the patients well probably seems like an asset during a practice transition. However, sometimes it becomes obvious that the previous owner’s team, or even one member of the team, is not loyal to the new dentist and may even hijack the office culture and not move the new owner’s philosophy forward. This is especially frustrating when this is a time when new dentist owners need all the support they can get.

Once a new dentist owner decides not to continue in a working relationship with the previous owner’s employees, often there are threats if someone is fired, that person will tell your patients negative things about you, or that a supposedly popular hygienist will take patients with her if she’s fired.

The reality is there will be anger, and perhaps some fires will be started, but as the saying goes, “This too will pass.” It might be surprising how employees and patients alike start expressing their relief of the bully’s departure, and the fear that existed was really not warranted. Everyone is replaceable.

I also recommend having a transition agreement in place with current employees during a purchase. This is not a guarantee of employment, but rather it would outline the new doctor’s expectations and set a time frame for employment trial (such as 90 days).

The current employees would also sign an agreement that protects you against a situation in which a released or soon-to-be-released employee attempts to contact patients outside of the practice.

Even if a dentist owner is not experiencing a transition, it is advisable to have written employee documents in place to protect your business.

Trust your gut

In my experience of advising private practice dentists on employee releases, I have found that dentists really should trust their gut when they are contemplating firing an employee. Dentists are naturally compassionate and work every day with patients where they have to discern patient physical, emotional, and financial need. This compassion trickles into the aspect of employee management, and, sadly, jeopardizes the business and work environment of the practice.

If there is any doubt in the ability of the employee, and the proper measures have been taken, it is time to kindly release that person to find their best employment home — and for your practice to have the excellence you deserve!

How Team Morale can Make or Break Your Dental Practice

Team morale can make or break your dental practice. It’s a bold statement, but there are several reasons why it is true. The morale of every member of your team impacts other team members, your patients, and over time, even your bottom line. If you want your dental practice to be a success, team morale needs to be a priority.

Unhappy staff are less productive. When a member of your team is unhappy in their job, they work more slowly, are less efficient, and are less likely to “go the extra mile” to ensure a great patient experience. When an unhappy staff member isn’t giving a great patient experience, that patient is less likely to be a repeat patient and unlikely to refer anyone else to your practice. Over time, this could potentially cost you dozens of patients and thousands of dollars.

Unhappy staff make other staff unhappy. When one person is feeling unmotivated, unappreciated, or disgruntled, their attitude affects those around them. Other staff are forced to work harder to compensate for the lack of productivity. One person complaining about being unhappy can hurt the morale of every other person in your office. What starts as a seemingly small problem can quickly gain momentum if it isn’t addressed quickly and correctly.

Unhappy staff are more likely to quit. On the surface, this may seem like a good thing: take the poor attitude and low morale out of the equation. However, the cost of finding, hiring, and training a replacement can be high. Even more, the most common reason why an employee quits a job is that they feel unappreciated and/or unsupported by management. Chances are good that if one of your staff feels that way, others aren’t far behind.

Overcome team morale issues with good leadership. As the dentist and CEO of the practice, you are the primary person your team is looking to for leadership. Hold yourself accountable to your team for following through on your promises. Deal with conflicts as soon as they arise. Have an open door policy that makes your staff feel comfortable coming to you with problems so you can address them before they become unmanageable.

Hold regular effective team meetings to ensure every team member understands their place in your vision for the practice. Recognize individual and team successes. Show appreciation. Ensure that you are supportive of any staff empowered to make decisions. If you need to coach them on a change in policy, do so privately to avoid undermining their authority.

You are the leader of your team. The trust, support, recognition, appreciation, and respect you give to your team is the foundation of your team’s morale. When you create a great working environment, your team morale is high. High team morale creates a better patient experience and greater productivity, which benefits everyone. To ensure your practice thrives, make your team’s morale a priority.

Promoting Change

Why do we resist change?

Change is scary. Change forces us out of our comfort zones and into the unknown, often into situations outside our control. We are afraid of change because we are afraid that this new challenge might make us look foolish, feel less capable, or even fail.

Change is also necessary. It is impossible to grow your practice, increase your service offerings, or stay competitive without change. Dentistry is a dynamic field, with new technologies and creative techniques being explored continuously. It is critical to be open to exploring these changes and to implementing the ones that will best improve your practice.

Unfortunately, one of the realities you may face is that your most loyal and long-term team members may be the ones who are most resistant to accepting these changes in your practice.

Over time, people tend to develop routines to perform their tasks. On one hand, this can be beneficial, as it can ensure consistency in job performance and can simplify the training of new employees. Often, these team members take pride in mastering the routine of their position and equate this with mastery of their role in the practice.

On the other hand, routines can lead to complacency, which can be devastating for your practice. Complacency can cause team members to “go through the motions,” putting less thought and effort into their routine, and may make their work become sloppy over time. A complacent employee is unwilling to change their routine to embrace the new ideas, methods, or technologies that you need to better serve your patients and grow your business. A complacent employee can even harm team morale and slow the adoption of the changes you seek to implement.

How do you protect your office from complacency and promote change as a part of your practice?

First, create an atmosphere of change. Start small, but design a series of changes to be implemented over the next few weeks or months in your practice. Make the idea of change something that is a normal and accepted part of your routine. This will make bigger changes easier to implement when the time comes.

Second, talk to your team. Make sure every team member understands the changes you want to implement, your reasons for making the changes, and your expectations of their compliance. Be open to answering questions, but do not allow “that’s not how we’ve always done things” to be a reason to slow or avoid changes.

Finally, make your team and yourself accountable for the changes. Track that your changes are in place and that every team member is on board. Meet with your team and discuss the outcomes of the change and how everyone feels about the change. Celebrate victories and strategize improvements. When your team is able to own the change and its outcome, it will be easier to implement the next and to suggest new ideas for future change.

Why Your Practice Needs Effective Team Meetings

Regular effective team meetings can play a crucial role in the health of your dental practice. That one simple-sounding factor can impact every aspect of your business. Your people, your patients, and your practice all benefit from regular effective team meetings.

Your people need team meetings. The core of your practice is your vision, your goals, and your strategy for achieving your goals. Each member of your team needs to understand all of these things and, just as importantly, needs to understand their part in your plan. Without that understanding, your team is working blindly and is unable to actively contribute toward reaching your goals for your business.

A team meeting is an ideal format for open discussion about your vision, goals, and strategy. Not only can you use this discussion to ensure every member is clear on your expectations, but you may find that their unique perspective creates an exchange of ideas on more effective ways to reach your goals and how each person can best contribute.

While not every team meeting needs to include high-level discussion of vision, goals, and strategy, it is a good idea to include this at least once or twice a year and when bringing a new employee into the team. Additionally, many successful dentists find that it is highly useful to touch on how the strategies are being implemented and to discuss any measurable progress toward goals on at least a monthly basis. This helps to keep your team engaged and motivated toward achievement.

Your patients need team meetings. One of the most common components of an effective team meeting is education. Your team needs to know what the policies are, what is on the agenda for the day, if there are any specials being offered, if anyone is sick or on vacation. Any new ideas, training, or techniques that can be shared should be. Your patients need to know they will be given correct and consistent information from any member of your team. Make sure everyone is on the same page.

Your practice needs team meetings. Teach your team how to ask patients for referrals. Word of mouth can have a huge impact on your new customer base. Even happy, satisfied patients rarely refer anyone unless asked to do so, according to a recent study. Your team members should be engaging your patients in every interaction to ensure a positive experience and should be able to ask for referrals when patients are pleased.

Only you can review your practice, your time, and your schedules to determine when and how frequently you should hold team meetings. Whether you meet daily, weekly, or on some other timeline, make your meetings regular and effective. You will see benefits to your team, your patient experience, and your practice.