BottomLine Counts, LLC

BLC

Monthly Staff Meetings

Position(s) Responsible: All doctors and staff members

Background: Regularly scheduled staff meetings are an essential part of an efficiently run dental practice. The meetings allow the opportunity for in service training, technology updates, review of financial climate, discussion of needed improvements, and a general review of the status of the office.

Timing and/or Frequency: Meetings should be pre-scheduled twelve months in advance and should occur once/month.

Meetings will be held ______________________ and will be scheduled for _______ hours.

Procedure: Meeting to be facilitated by the doctor

Pre-planned agenda; prepare agenda from staff suggestions and information the doctor and management want to present

Assigned note-taker for each meeting

All staff members are responsible for reviewing and writing their initials on the notes. Notes to be kept in a binder with easy access to all staff members

Recommended Scripts: N/A

Standard agenda items include:

Review of your last meeting

Front desk report (including scheduling factors)

Production ________________

Collection _________________

C/P ratio _________________

New patients ______________

Improvements for the month and progress toward goals

Technique update

Role playing

Related Attachments: Sample agenda

BLC
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