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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Fall Clean-up: What to do when the kids go back to school

Posted October 8, 2018 by Angela S.

It’s that time of the year again… Back to School! Parents are trying to get kids out of bed and on the bus, fall sports replace beach fun, and teachers are back in full swing. After a busy summer, you may start to experience more down time during the back to school craze, but don’t worry – there are many ways for you to keep your practice busy. Here are 3 ideas to remain productive:pending list dragged tplan

1. Review your treatment plans! Now is a great time to go through treatment plans that were created this year and get them scheduled. Your patients may have simply forgotten about them. A quick call, or email, reminding them to schedule that treatment may be just what they need. Don’t let that revenue, and top-notch customer care, fall through the cracks. XLDent makes it easy to see all your treatment plans within the software and easily drag-and-drop planned treatments right into the appointment book as they schedule.

2. Utilize the XLDent data and KPI Dashboard. There are several ways for you to understand your practice even better. While it may seem overwhelming to review reports when the schedule is full, slower periods are a great time to analyze key metrics which can assist in improving your practice’s numbers. You can determine anything from how much new patients spend on average, types of services being performed, and who has outstanding balances, in order to boost your business. KPI-Dashboard2And our KPI Dashboard service takes those reports one step further! With a real-time view of Key Performance Indicators, the KPI Dashboard can be accessed from any computer, smartphone, or tablet with internet access to give you an overall or detailed look at your practice health.

3. Training, Training, Training! Take this time to boost your skills and take advantage of the plethora of XLDent software webinars. From appointment scheduler, to patient communication, core business systems and clinical charting, webinars can be as short as just a few minutes to longer, more in-depth ones. There are topics, tips, and features for everyone in the practice! The more your staff knows, the better your practice will run overall. We are also here to help. If you have area’s in your workflow that need a little TLC, our expertise is practice management. Contact us for additional training, which can be in your office or on-line.

We understand that every business will experience slow times and the team at XLDent is here to assist. If you want to review any of the topics covered above, don’t hesitate to call our support team to get additional information. Don’t let the fall season get you down. Instead, take charge and get those items taken care of that will benefit your practice in the long run.

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A Look Back and Ahead, Part 2

Posted December 26, 2017 by Jennifer G

2017_2018In the first part of this blog, we discussed how XLDent helps Administrative staff gather year-end totals, review practice metrics, and maintain the patient database. These areas can demonstrate trends, and inspire new ideas for increasing loyalty from your patient base, and further engaging your office team in the everyday goals you lay out.

For the Clinical Team, we look at different factors: Patient acceptance of treatment plans and consistent hygiene production are good indicators of practice growth. The Treatment Plan report allows you to see all plans that were created for the year, and the current status of each case. Hygiene production on the Production Analysis report can be generated with a comparative date range, so you can see trends in production increase (or decrease). You will want to see how many new patients you attracted over the past year, and how many of them have become repeat customers. Looking forward, you can be thinking about how best to market your practice and attract more patients next year, using the Referral reports as guidance.

Perhaps you will note that there are unfavorable trends that point to changes needed to increase success in a particular area. Your case presentations can always be improved, on tablet pc’s, using XLDent’s patient-friendly clinical features. You can present a treatment plan to a patient, answer their questions, and have them sign their acceptance (and financial arrangements) right on the tablet.

Wondering how effective overall your team’s efforts were for the past year? The Clinic Production and Collection Report as a Summary totals production, collections, debits and credits for each month with grand totals when run for the year. It’s much easier to set goals for the new year when you have a clear, reliable picture of the overall successes and trends that occurred over the past twelve months.

If you really want to keep a finger on the pulse of your practice’s growth and progress, the brand new KPI Dashboard gives you an analysis of key practice areas, is compiled and presented in easy to read graphics, and is updated in real-time. This dashboard works with mobile devices, so you always have a window of access into the health of your Practice’s performance.

While taking a look back at 2017, now is the perfect time to think about the New Year that is upon us. What areas of your practice would you like to see improve? What goals did you meet that you want to continue into the New Year? XLDent has solutions to meet all needs; to help you be completely paperless, bring your patient experience to the next level, and tools to better understand and manage your practice performance. Here’s to a prosperous 2018!

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