Revenue Treatment Coordinator - Janz Family Dental

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To complete scorecard, please read all four statements for each question.

Then chose the ONE statement that best reflects where you are now and choose the ONE statement that best reflects where you want to be.

Next to each statement there is a number range (low to high). Please choose the number that best reflects where you are now and the number that best reflects what you want to be.

Revenue -SCRK001 - Treatment Coordinator - Janz Family Dental

Step 1 of 11

Spark 1: Understands the Role and Systems

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No need for a dedicated person to handle new patients, private check out for $$ discussions, pre-determinations or case acceptance.

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I am called a Treatment Coordinator however not sure what that means or what I should be doing to stay productive and not sure it works.

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I am clear on what my role is and work daily to encourage the team to use me for my skills and presentation to patients upon check out.

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I am a productive and accountable Treatment Coordinator with a defined role that can be measured for new patients, case acceptance and financial closure.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Understands the Role and Systems?*

Spark 2: Diagnosis/Treatment Plan

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Our DDS(s) all diagnose differently and tend to treatment plan only what the patient can afford or insurance covers.

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Our DDS(s) Watch / Observe and are conservative in their diagnosis and treatment plans are determined by insurance coverage.

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Our DDS(s) take their time to diagnose all conditions and provide written, simple and clear treatment plan solutions.

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Our DDS diagnose consistently the oral conditions with an ideal documented treatment solution that is the best dentistry has to offer.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Diagnosis/Treatment Plan?*

Spark 3: Clinical Exit to Treatment Coordinator

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We exit all patients to the 3-5 minute check out for a regular administrative check out and only schedule what insurance pays.

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We have tried a focused team member for major dentistry check out with no success and they often end up saying yes to what insurance covers.

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We have a treatment coordinator that we exit major dental needs to with a column in the computer for daily exit of hygiene patients.

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We have and use a treatment coordinator daily for outstanding dentistry and new treatment from hygiene, new patients and consults.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Clinical Exit to Treatment Coordinator?*

Spark 4: Consult Room

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We exit patients to the regular front desk as we don't have a consult room and our patients would be uncomfortable in a room.

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We have a consult room near the front desk, however, it is rarely used and seems empty most of the time and waste of space.

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We have and use our consult room to exit patients who need more than $1200 offering financial options from a third party financing.

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We have an open consult room centrally located upon check out and is equipped with a round table, chairs and visual tools.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Consult Room?*

Spark 5: Pre-Determinations

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We do tons of pre-determinations and the clinical team suggests to the patient on a daily basis causing a lot of admin work.

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We submit many pre-determinations which take a lot of time and energy for the front desk and are inconsistently followed up.

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We work hard to only do pre-determinations when patient is serious about their treatment plan acceptance.

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We only send pre-determinations for confirmation of benefits on accepted dentistry and the clinical team leaves it up to admin to decide.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Pre-Determinations?*

Spark 6: New Patient

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We don't need new patients and don't ask for referrals or have any marketing plan, budget or strategy for website and social media.

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We do get some new patients and fit them in when we can as they are few and far between. We don't believe in marketing and online presence.

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We have 25-30 new patients per provider each month and know who referred them and send thank yous while making the first visit memorable and clear.

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We have a great website attended to weekly with SEO, Facebook and Twitter and ask patients for reviews and referrals daily.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for New Patient?

Spark 7: Financial Policy - OTC

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We don't have a written financial policy the team understands and have never seen the need to do this.

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We have a financial policy however we don't follow it and give all kinds of discounts, payment plans and unique exceptions.

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Our policy is to encourage the patient to pay when they are in the practice and be aware of their co-payment amounts.

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Our policy is very simple as a fee for service practice with the majority of patients paying over the counter at time of treatment.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Financial Policy - OTC?*

Spark 8: Financial Arrangements

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We offer limited options for patients to pay us the difference of their insurance and they pay however they want.

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We ask patients to pay after their service and send statements for several months in a row. It is hard to find time for collection calls.

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We accept all credit cards and debit and can do auto pay. We also offer options for larger amounts and postdated payment options.

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We work closely with a third party financing company and their patient financing programs and offer as an option on a daily basis.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Financial Arrangements?

Spark 9: Cabinet Millionaire Awareness

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We have no idea how much dentistry is in our existing charts and don't spend any energy on what was not accepted in the past.

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We have so much undone dentistry in our charts and are afraid to calculate as will cause a lot more stress and work.

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We know we have patients with outstanding treatment plans and do our best to stay aware of who they are.

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We are very aware of how much dentistry is in our charts for patients who have not yet accepted their treatment plans.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Cabinet Millionaire Awareness?

Spark 10: Track Case Acceptance

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We don't need to know or see any good reason to track our case acceptance as patients only do what their insurance pays for.

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We fill out monitors and track cases presented and cases accepted, however we don't know what it is or why it is important to the practice.

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We track major dentistry planned and presented; and measure what was accepted with financial arrangements and scheduled.

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We track all metrics and know goal of case acceptance and achieve over 75% success, with follow up on the non accepted.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Track Case Acceptance?

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ALREADY KNOW YOUR SCORE?

Revenue -SCRK001 - Treatment Coordinator - Janz Family Dental

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