Processes in business is a key element.  How do we do what we do?   And exactly what are our business systems in dentistry?  My on-line training manual template within Trainual outlines every dental practice business system in a way you can customize to suit your practice needs. 

Systems.  Process.  With solid systems and consistency in our training and implementation, the sky is the limit.  Truly!  Our business proficiency and efficiency provides the entire team with time and space to build stronger patient relationships.  

Grow with processes.  As we move away from being people dependent to process dependency, we can count on our business to run smoothly through time.  As people come and go within our business, the systems stay the same.

Pre-Built Templates From Me to You Within the Process Section Include:

• How to Use Trainual – Employee Onboarding
• Creating Exceptional Patient Experiences
• Phone Management, Scripts, Multi-Tasking Well
• Patient Registration – New Patient Calls
• Hygiene Schedule Management
• Restorative Schedule Management
• Patient Billing – Cycles & Statements
• Weekly Management – Claims, Reactivation & Credit Balances
• Daily Reports to Run
• Daily Administrative Schedule & Tasks
• Operatory Set-Up
• Procedure Set-Up
• Room Turn Over
• Sterilization Process
• Morning Huddles
• Weekly Team Meetings
• Financial Planning, Budgeting & Goal Setting
• Monthly Monitors & Tracking
• Osha Training
• Inventory Control & Ordering
• Accounts Payable

Many of these templates include my personal coaching philosophy and practices for you to implement if you choose.  Of course, you can always and should always adjust and customize to suit your needs.

*** My financial planning and budgeting section is only available here, within my Trainual template!

People are a valuable part of our dental business.  And we want more than anything to hold onto our most valuable resource.   But life happens.  People in our practice will come and go. 

And our new team members need training in our processes.  Consistent training that we know will give our newest team members the support they need.

When setting up your own Trainual, begin with people.  People allows us to set up the various roles within the practice.  Dentists.  Practice Coordinators.   Dental Assistants.  Dental Hygienists.  Treatment Coordinators.  Hygiene Coordinators.  Financial Coordinators. 

Define your individual roles with responsibilities.    And then, assign them to the materials, the processes and the policies you would like them to read and know.  Even assign a time frame and a due date if you like.  Create tests if you have the need.  

Team members create their own bio and share whatever information they might want other team members to know about them.  Even add a photo.  It’s a fabulous way to really grow some team spirit!