Planning for a Successful 2019

Posted December 31, 2018 by Natalie L.

2018 to 2019Committing to new goals is part of the yearly tradition of New Year’s resolutions, and just as we all spend time deliberating which ideas can make the most positive changes, our practices deserve the same consideration. Setting up for a brand-new year means looking back and digging into the details to decipher what the trends tell you about your successes and where you missed the mark.

Start by taking a look at your monthly production and collection totals, all the way back to the beginning of the year. What would you like to change about those numbers? What is the timeline you have in mind? Which team members can help achieve the changes necessary to work toward these goals? And of course, what limitations might be foreseeable once the practice sets off in this new direction?

Is your office regularly tracking treatment acceptance rates? Does your team need to fine tune their presentation skills when speaking with patients? In XLDent, reports showing the number of large cases that were entirely completed are available at the click of a button.

Hygiene recall, that daunting list no one likes to work on, is a significant factor in keeping a practice busy from week to week and month to month. Examining the delinquent recall closely, including the number of patients pre-appointing for their next visit, points to overall patient satisfaction and how well the clinical staff communicates.

Morning huddles can be facilitated with the KPI Dashboard giving a snapshot of the health of your practice. Since this dashboard automatically updates in real-time, there is no need for one person to put together an agenda and print out a lot of reports for review and discussion.

Thinking about the coming new year is a good time to review the computer technology you already have in place. How old is the hardware in the office? Is your software meeting all your needs? Perhaps there are updates to both that need to be implemented to maintain system security. Is your practice planning to add another location this year? XLDent can help delve into your questions, sharing best practices that save time, while increasing production and collections.

There are always updates and features that your staff could be using and with the help of onsite or web training, everyone in the office can get on the same page and make daily tasks simpler and more accurate. Training is time well spent and will give your clinical and administrative team the traction they need for a good start. All staff members, including your newest ones this year, will benefit from the extensive online library of webinars XLDent offers. These are available to all practices as part of the XLDent Software Assurance Plan.

It’s always an exciting time as we say goodbye to one year and look forward to the next. Start your practice off with a few specific goals and you’ll set the pace for a prosperous 2019! Happy New Year!

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