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Business Operations Consulting Coaching Program

 

 

 

McKenzie Management's most sought after Consulting Coaching Program focuses on the Business Operations of your practice. It can be structured in two different ways to meet your individual practice needs and professional desires.

 

 

 

 

  • The One-Year Program
  • This option includes two one-week, onsite visits six months apart. Your personal McKenzie Management Consultant analyzes over 20 business systems and works directly with you and your team on implementation of custom recommendations and training. In addition, you receive ongoing telephone and email support as well as monthly statistical data reporting throughout the year.
  • The Six-Month Program
  • This focused program is similar to the one-year option. Your personal McKenzie Management consultant comes to your practice for a week, analyzes 10 business systems, develops a plan of action for improvement, and works directly with you and your team on implementation and training.Ongoing telephone and email support, as well as monthly statistical data reporting, are provided.


  • Practice Growth - Present & Future
  • Team Assessments
    Team Temperament Testing
    Team Survey

  • Scheduling for Doctor/Hygienist
    Time Increments/Operatories
    Protocol
    Clinical to Business Communication
    Production Goals Dr./Hygiene
    Treatment Plans
    Confirmations
    Patient Waiting Time
    Daily Schedule
    Service Mix Ratios
    Production Per Hour Analysis
    Open Appointment Time
    Filling Open Appointment Time Unscheduled Time Units
    Scripting for Appointment Control
  • Recall System
    System Structure
    Accountability
    Correspondence
    Follow-up
    Scripting
    Broken Appointments
    Confirmation
    Patient Retention
    Goals and Monitoring
    Telephone Monitoring
  • Overhead Expense/Profitability
    Payroll
    Payroll Taxes and Benefits
    Facility
    Lab
    Supplies
    Miscellaneous
    Accounting Methods
  • Accounts Receivable
    A/R to Production Rate
    Aging
    Credit Balances
    Over Counter Collections
    Collection Ratio
    Practice Growth Measurement
  • Marketing
    Demographic Community Analysis
    Practice Hours
    New Patient Availability
    Welcome Package
    Referral Tracking
    Signage
    Brochure
    Community Projects
    Web-site
    Direct Mail
    Yellow Pages
    Newsletter
    Patient Survey
  • Computer Systems
    Software and Terminals
    Routing Slips
    Production/Collection Verification
    Posting Payments/Charges
    Receipt of Services
    Report Generation
    End of Day/Month Close out
    Back up
    Internet Access
  • Communication Tools
    Telephone Greeting
    Telephone Lines
    Telephone Features
    After Hours
    Telephone Scripting
  • Financial Policy
    Payment Options
    Presentation Scripting
    New Patients
  • Business Office Design
    Business Team Positioning
  • Fee Schedule Review by Zip Code
  • Insurance Systems-Accept, Non-Accept or Elimination
  • Hygiene Department
    Appointment Potential
    Appointment Actual
    Appointment Openings
    Lost Production
    Compensation to Production
    Radiograph Production
    Hygiene to Practice Production
    Perio to Hygiene Production
    Hygiene Availability Per Week
    Scheduling
  • Treatment Acceptance
    Planning
    Goals
    Monitoring
  • Billing Procedures
    Delinquent Calls/Messages
  • Patient Arrival and Dismissal
    Greeting
    Patient Transfer to Business
    Clinical Notes
    Next Appointment Communicate
    Arrival Communication
  • Personnel Management Policies
    Employee Policy Manual
    Personnel Files
    Performance Reviews
    Discipline System
    Employee Compensation
    Wage Review
    Hiring/Interviewing
  • Patient Base
    Active Patients
    Inactive Patients
    New Patients
    Emergency Patients
    Patient Records
    Patient Registration
    Patient Record Auditing
  • Communications
    Temperament Team Assessment
    Daily/Monthly Meetings
    Patient and Work Hours
  • New Patient Protocol
    Tracking
    Role Play
    Scheduling
    New Patient Interview
    Treatment Procedures
    Converting Emergencies
  • Job Descriptions
    Business Team Job Descriptions
    Adequate Business Staffing

 

Additional Program Features

 

  • Practice Improvement “To Do” action plan identified by accountable employee
  • Team development of Practice Vision
  • Customized daily and monthly Meeting Agenda with practice goals
  • Customized Training and Implementation Manual by system
  • Comparative Fee Schedule Review - 7 page report detailing 216 of the most often performed dental procedures compared to your existing fee schedule complied for your zip code.
  • Demographic Community Overview Report consisting of 8 zip codes including: Competition – dentist to population is examined; Demographics – population, projected population, median age, median income, income by percentage, households, age by percentage, per capita income, average disposable income, product purchase categories: Psychographics (Lifestyles); Maps; Charts and Graphs; Data Tables – ratio of dentists to population, owner vs. renter, historical growth, major employer’s, property values; analysis report of entire data.
  • Business Job Descriptions, areas of accountability and performance measurements
  • Leadership Coaching post-consult support telephone calls (3) to enhance Doctor's strengths as a leader and to lead the team through the implementation phase.
  • Team Training, Support and Follow up.

 

Program Benefits

 

  • We come to you. Our analysis, training and implementation are performed in your office.
  • Our Typical clients average an increase in revenues of 25-35% within 60 days.
  • We offer affordable monthly payments.
  • There is no loss of production during the analysis process.
  • The recommended Action Plan is customized to meet your objectives and achieve your vision.

 

Support Materials

The following educational books will also be provided.

 

How to Hire the Best Dental Employee

A complete guide to help dentists in hiring new employees. Chapters include: developing a job description, advertising, reviewing the resumes, initial telephone screening, the interview process, the application form, asking the right questions, testing applicants, and checking references.

 

 The manual includes ads that generate responses, a ready-to-use application form, over 100 questions designed specifically for business, hygiene, and clinical assistant positions, as well as competency tests. 

 

How Personality Styles Affect Practice Success

Problems in dental offices are caused by a breakdown in communications due to different personality styles.  Understanding your employees' personality traits can help to better match your staff with the work they are likely to do best.   

 

Based on the Myers Briggs Temperament Type, each job position in dentistry, business, clinical and hygiene is matched with the best temperament type suited for the position. Dentists will learn how their personality affects their ability to successfully manage the business and its employees. Included is the book "Please Understand Me" that provides the personality test and scoring form.

 

Performance Measurements for the Dental Team

Rating employee performance is a dreaded task for most dentists.  Now it will be easier for you using objective performance measurements that are specifically designed for the dental practice.  These extensive, ready-to-use appraisal forms help you measure an employee's performance based on:

 

  • Job description
  • Job performance
  • Productivity, innovation
  • Work ethics
  • Cooperation  

 

Performance Measurements includes an extensive workbook with copy-ready appraisal forms and measurement graphs to use for each employee.  In addition, the CD-ROM allows you to generate electronic reports on your computer and/or e-mail them to staff members. You will learn: how to determine the number of employees needed for a successful practice, how to design results-oriented job descriptions for all business and clinical staff, use performance charting to objectively measure your employees, and make sound hiring and firing decisions.

 

How to Reward Your Dental Team

Learn when and how to reward your staff. Understand why saying "thanks" can mean more than dangling a financial carrot. This book is full of checklists and questionnaires to help you determine what rewards are best suited for each of your team members. You will understand when to use non-financial versus financial rewards, when to use group versus individual rewards, plus how important it is to set performance goals so you know when to give a reward. You will learn the difference between rewarding employees for outstanding performance versus paying them a bonus for simply doing their job.

 

 For more information on McKenzie Management's Business Operations Consulting/Coaching Program call 877.77.6151 or email  info@mckenziemgmt.com

 

Client Comment: “In the four months since we started with McKenzie Management, we have experienced major improvements in the business of our practice. For the first time in years, we anticipate true profit. We now see staff overheads less than 22% and Production/Collection at or above records. Our team is happier knowing how to control all the numbers and I am happier because I have solid ways to measure each staff member’s contribution. The cost has been more than paid for already.”

Robert M. Giswold, DDS, Langley, WA

 

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