10 Tips for Dental Office Morning Huddles

If it seems like the day-to-day operations of your dental practice are chaotic and unpredictable, it could be a problem with how your morning huddles are being conducted. Many dentists underestimate the value of holding regular morning huddles and their practices will suffer because of it.

If you’re not sure what should be included in your morning huddle, below are a few key items to include:

• A review of the important numbers for the day, the week, and even the month
• Setting concrete quotas and targets
• Reviewing progress on current goals and targets

It’s also important that each member of the staff discusses his or her area and the goals they plan to meet for that day or week. This allows each of your staff members to take responsibility for and ownership over their job positions.

10 Tips for Morning Huddles

Below are 10 simple tips to make your morning huddles more productive:

1. Go over the emergency time slots available for the day.
2. Review any information for new patients who have appointments for the day.
3. Determine any open slots in the schedule and identify patients who could be added to the schedule as needed.
4. Review financial information for the patients on the schedule. Identify any payment arrangements needed.
5. Identify patients who will need X-Rays per treatment guidelines.
6. Determine how many major procedures will need to be scheduled to stay on target over the next week or so.
7. Track the monthly goals vs. actual numbers for the dentist, hygiene, and collections.
8. Track the weekly goals vs. actual number for the dentist, hygiene, and collections.
9. Identify the day’s goals for the dentist, hygiene, and collections.
10. Lastly, allow each member of the staff to discuss his or her own goals and targets for the day.

Here at Pro Dental Designs, we know the best way to market your dental practice is through word-of-mouth. Successful morning huddles will lead to a dental practice that runs more smoothly, keeping current patients happy and increasing the number of referrals you receive. For more information on bringing in new patients, please contact Pro Dental Designs today!