317: Sandy Pardue | What Systems Should Startups Have in Place Before Opening Their Doors

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Guest: Sandy Pardue

Business Name: Classic Practice Resources

Check out Sandy's Media:

Facebook: https://www.facebook.com/sandy.pardue.35


Host: Michael Arias
Website: The Dental Marketer
Join the podcast's Facebook Group: The Dental Marketer Society

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The Systems You Should Have in Your Practice:

1. Vision/Goal Setting/Attainment

2. Human Resources

3. Office Management

4. Practice Statistics

5. Procedure Manuals and Policies [Creation and Updates]

6. Meetings [Staff Meetings and Morning Huddles]

7. Inter-Office Communication

8. New Patient Process

9. Handling and Prevention of Broken Appointments

10. Financial Policies/Arrangements [Guidelines and Scripting]

11. Hygiene Department/Soft Tissue Program

12. Overhead Monitoring

13. Patient Flow/Routing

14. Patient Records/Creation/Updates/Defensible Documentation

15. Recall Process

16. Patient Retention

17. Patient Reactivation

18. Letters/Mail Handling

19. Scheduling

20. Confirmation

21. Phone Skills

22. Customer Service

23. Emergency Patients

24. Treatment Plan Presentations

25. Incomplete Treatment

26. Accounts Receivable [Current and Past Due Collections]

27. Insurance

28. Patient Education and Communication

29. Clinical Efficiency

30. Practice Management Software/Computer Usage/Security

31. Housekeeping/Maintenance/Equipment

32. Accounts Payable/Bookkeeping/Payroll

33. Internal Marketing

34. External Marketing

35. Fees/Coding

36. Requisitioning Supplies/Inventory

37. Sterilization

38. Infection Control

39. HIPAA [verify only]

40. OSHA [verify only]

41. Lab/Case Process

42. Office Security/Safeguards to Prevent Embezzlement



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