A Look Back and Ahead, Part 1
Posted December 12, 2017 by Jennifer G
Happy 2018! Well, almost! Are you ready for a fresh start, cleaning up your books, and setting new goals for the new year? There are so many features embedded right in XLDent that it’s the perfect place to start.
The Administrative Team can dig into wrapping up your year by running reports and reflecting on what worked. There are many tools in XLDent that help you analyze, clarify, and set new goals going forward. Which Marketing ventures were most successful? How many new patients did the practice gain each month? Which insurance plans are no longer in use? Which key demographic saw the most growth in your patient database?
Start this process by running the Production and Collection reports for the year. The XLDent Production and Collection Analysis Reports easily break out details for types of procedures completed, and serves as a comparison report for this year against the previous.
Thinking in terms of your ‘Patient Experience’, what improvements could be made for the new year? Almost every new patient who wants to come to your practice will start by calling for an appointment. Are they hearing dead silence or scratchy music when you put them on hold? XLHold could just be what you need to turn that around and create a better first impression on potential new patients. Pleasant music, information about your practice, team and services offered, or even advertising your new whitening special could make the difference of whether they stay on the line or drop off.
How paperless is your office? XLDent has paperless forms and digital treatment consent forms all in one easy to use system. And, we can digitize any custom form that your office currently uses. Start off 2018 right by eliminating your paper forms or old-school signature pads. Start streamlining treatment plan presentation and capture paper-free forms and signatures – all with one solution!
Perhaps you need to step-up your Accounts Receivable collections. XLDent has a patient web portal, which allows patients to access their account online, make payments, see treatment plans that need to be scheduled, and view the most recent statement they have received. You can offer a helping hand to busy people with this online access, right from your practice website. To top it off, the Doctor Portal is included free to give your doctor access to review patient records and appointment schedules on a mobile device, any time.
Is your patient database in need of some cleanup? Take a look at patients who should be inactivated. How long has it been since they’ve been seen? Have they responded to any of your recall efforts? Patient statuses can be quickly changed to inactive, or auxiliary (if they are still the subscriber for another patient’s insurance plan). This will help streamline your recall system, so you are focusing effort on patients who are engaged in their dental health.
If you want to learn more about XLDent or about turning on any of the eSolutions already embedded in your software, contact us today. Consider gathering your staff for a team building day of shared learning, and use the library of webinars to optimize and maximize XLDent’s powerful tools to give you a great start in 2018.
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