Practice Systems Inventory

Personnel

 number needed  work schedule  staff meeting and planning retreats

 hiring process  training, including OSHA  confidentiality
 salary and benefits  performance appraisals  fun
 personnel records  continuing education

Physical Facility

 sign  reception area  repairs and maintenance

 parking lot  business desk  building and grounds
 operatories  patient flow  bathrooms and cleanliness

Business Desk

 staffing needs and work stations  scheduling pattern/block; control

 telephone lines and instruments  telephone techniques and language
 pulling, filing, inactivation of charts  script for “shoppers”
 confirming appointments  referrals - - in and out
 mail

Patient Flow

 process to welcome new patients - - new patient packet mailed

 appearance and wording of patient charts and forms, letters and other paperwork
 greeting and check in; check out

Finances

 production and collection goals  collection procedures; posting payments

 accounts receivable management and aging  insurance, other third party processing
 fees  banking  budget and overhead control  petty cash

Scheduling for the Dentist

 work hours - - patient, administrative

 block scheduling by like-treatment
 process for broken/cancelled-not-rescheduled appointments
 calendar and meeting schedule

This document written by Ann Page Griffin is the property of Practicon and can be reproduced for use in private practice. It cannot be
reproduced for sale or profit. Copyright © Practicon Inc.
Scheduling for the Hygienist

 preappointed recare system  by patient need, not time

 check at least quarterly for effectiveness - - 80% of more of active patients enrolled

Operatory

 staffing needs  lab delivery system  equipment , instruments

 sterilization  OSHA compliance - manual, training, records
 organization  fluoride use; home water check  time savings; efficiency
 collateral duties - - order supplies, maintain equipment, emergency system, etc.

Inventory Control

 for operatory  for business desk

 costs compared to budget
 Practicon’s Supply Manager - - call 1-800-959-9505 for information

Administrative

 practice administrator’s role  central office calendar

 office manual  trouble shooting
 delegation to staff  annual budget
 accounts payable  payroll and benefits administration
 accountant, lawyer, management consultant
 computerization and data entry
 practice business monitors - daily, weekly, monthly, annually

Practice marketing and the role of Marketing Coordinator/Dental Health Educator

 new patients per month goal  activities

 marketing budget  measuring success

This document written by Ann Page Griffin is the property of Practicon and can be reproduced for use in private practice. It cannot be
reproduced for sale or profit. Copyright © Practicon Inc.