PURCHASE MATERIALS

Looking for guides, forms, and instructions for managing your practice and employees?

With each purchase, you’ll also receive a 15-minute consultation with Catherine Etters.

Don’t see what you’re looking for? Contact us!

MANUALS
Treatment Coordinator Role Manual
Scheduling Strategies to Meet the Demands of Your Practice

The Treatment Coordinator Role Manual

$99

Treatment Coordinators are like the ambassadors of the office, helping to integrate new patients, assuring quick assimilation into the practice, educate and motivate patients to accept dentistry, ensure greater patient retention, and oversee Case Management and the clinical inventory (outstanding dentistry). Find out how you can improve practice performance, grow revenue, and increase patient satisfaction and case acceptance by instituting the Treatment Coordinator role in your office. This comprehensive guidebook includes how to successfully integrate the Treatment Coordinator role into your staff. It defines responsibilities, what to consider for the greatest success, a job description template, sample welcome kit material for new patients, a step-by-step follow-up system for patients who don’t schedule, smile evaluation instruction, verbal scripts and more.
Includes: Treatment Coordinator Role Manual, Treatment Coordinator Job Description, Welcome Kit, Smile Evaluation

Scheduling Strategies to Meet the Demands of Your Practice

$63

Dentists can maximize productivity and efficiency with a well-planned and organized patient schedule. Learn scheduling techniques for the dental practice to help stay on time, increase production and patient satisfaction, boost employee morale and reduce the pressure of time. This manual offers comprehensive step-by-step instructions including guidelines, ideal day scheduling, benchmarks, verbal scripts, and missed appointment and incomplete treatment letters. The information and recommended techniques contained within this manual have proven successful in practices of all sizes; and for general dentists as well as all the dental specialties.
Includes the Communication Guidelines and Missed Appointment Letters

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These items included in the Treatment Coordinator Role Manual can also be purchased separately:
Treatment Coordinator Job Description
Welcome Kit
Smile Evaluation

Treatment Coordinator Job Description

$27

A Treatment Coordinator is someone who is instrumental in helping to boost dental practice profitability, increase case acceptance, monitor and follow up on incomplete dentistry. Every dental office should include a Treatment Coordinator as part of their dental staff team. This comprehensive job description for the Treatment Coordinator outlines the objectives, goals, and position overview. It includes day-to-day responsibilities, task list for Patient and Case Management, and more. This outline may be used if the role is new and you wish to integrate the position into your office, or to identify the tasks that aren’t getting done in your office now that if assigned to current team members could better organize your team and help boost your practice success. [The Treatment Coordinator Job Description is included within the Treatment Coordinator Role Manual]

Welcome Kit

$27

A welcome kit is a marketing tool to share information with your patients about you and your practice and the services you offer. It can be used as a communication tool, making it easier for staff to verbally share pertinent office particulars with the patient. It is an effective and professional way to get your message across to patients. If you expect patients to accept treatment, pay timely, keep appointments and refer others to your practice, then here is another way to let them know. This kit includes sample letters, forms, and verbal scripts to use when sharing it with patients. [The Welcome Kit is included within the Treatment Coordinator Role Manual]

Smile Evaluation

$9

Conducting a smile evaluation with each new patient will allow you an opportunity to learn more about the patient’s past experience, their perceptions and give the patient an opportunity to express concerns or dissatisfactions they may have with their mouth. The exchange will also create an opportunity for the patient to get comfortable with you and educate them about the services you provide. Included are questions to ask and a form you can use. [The Smile Evaluation is included within the Treatment Coordinator Role Manual]

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These items included in the Scheduling Strategies Manual can also be purchased separately:
Verbal Scripts and Communication Guidelines for Appointment Scheduling
Missed Appointment Letters

Verbal Scripts and Communication Guidelines for Appointment Scheduling

$18

What DO you say to dental patients who break or cancel last minute dental appointments? What verbiage encourages patients to schedule appointments? What seven scheduling words should never be used with patients? These answers and more in the verbal script-scheduling guide. This handbook is a must for every dental receptionist or dental personnel who schedules patient appointments. (Included within Scheduling Strategies to Meet the Demands of Your Practice)

Missed Appointment Letters

$9

Effective letters for dental patients who break or don’t schedule appointments. Not your standard dental computer software letters. (Included within Scheduling Strategies to Meet the Demands of Your Practice)

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FORMS
Employee Annual Assessment Instructions and Forms
Employee Annual Compensation Summary Form
Time Off Request Form

Employee Annual Assessment Instructions and Forms

$18

The happiest, most productive dental team works in an environment where each employee understands what is expected from them in their performance and position. Annual, formal performance assessments gives dental staff the opportunity to evaluate their performance and establish new goals and objectives custom to the dental position and employee. This assessment tool creates an opportunity to address the need for improvement and modified behavior. It is designed to be used by both the dentist and dental employee in a mutual effort to enhance work performance in the dental office.

Employee Annual Compensation Summary Form

$9

Here is a tool for those employees who forget that their total earnings are more than just their wages – they’re much more and you can show them the real value! This form helps you itemize your employees’ total compensation package. Use this form during pay reviews with employees and show them how their individual package stacks up.

Time Off Request Form

$9

Put an end to staff scheduling conflicts, misunderstandings, and overlapping employee absences. This form documents time off requests by employees and approval by the employer. Helps you coordinate and plan staff schedules.

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© 2017 by Etters Group
The Etters Group is a dental practice management consulting company.   Catherine Etters, Dental Consultant and Transition Analyst provides transition services to dentists in PA, NJ, NY, DE, MD, VA, New England and surrounding areas.  Transition services provided through Legacy Practice Transitions include selling or buying dental offices, dental practice mergers, valuations, partnerships, contract services, hiring associates and retirement planning for dentists. Transition services and programs exceed that of a typical dental broker.

PO Box 22 Villanova, PA 19085