Team - SCT04 - Daily Operation - Diamond Head Dental

ALREADY KNOW YOUR SCORE?

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 where you want to be.

Team - SCT04 - Daily Operation - Diamond Head Dental

Step 1 of 7

14%

Igniter 1: Practice Opening / Closing

1
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3
Our team arrives 5 minutes prior to the day with no system for opening, and close the day the best we can with admin being last to leave.

4
5
6
We arrive and open and close based on whoever is first to arrive or last to leave. We have no system for back up, fire protection or security.

7
8
9
We have a checklist for start up and day end procedures for facility, reception, technology, clinic, equipment, security and temp.

10
11
12
Team members take turns with opening and closing procedures that are required to open and close the day for the practice efficiency.
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 Practice Opening / Closing?*

Igniter 2: PMS computer utilization

1
2
3
We don't like our practice management software and don't use most of the features and do not use provided access to the clinical.

4
5
6
We don't like but tolerate our practice management software and don't call for help because we haven't had initial training or maintenance.

7
8
9
We are well versed with practice management software and rely on training and upgrade regularly with understanding reports and outputs.

10
11
12
We love our PMS system and use every part of it administratively and clinically with photos, digital x rays and patient education.
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 PMS computer utilization?*

Igniter 3: Monitors

1
2
3
We have no idea of any numbers of the practice and are fine not knowing as that is the owner leader topic and tracking.

4
5
6
We don't want or need to know the numbers of practice as we leave that to the DDS and wait for him to call a meeting and tell us.

7
8
9
Our Team all contributes to the tracking devices and submits their monitors each month for interpretation and team meeting.

10
11
12
Team is involved in tracking their results with performance, wins and progress and discuss and problem solve often for momentum.
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 Monitors?*

Igniter 4: Telephone Skills

1
2
3
We have an old phone system and not enough lines which causes busy signal, on hold program or answering machine that is checked when there is time.

4
5
6
We answer the phone with practice name and many calls go to machine for call backs and all members answer all questions as needed.

7
8
9
We have a modern phone system with a practice promotion on hold program and ability to answer easily to teammate and call backs.

10
11
12
We have excellent telephone graces with an upbeat greeting, tone of voice and practice on hold system and use telephone scripts and slips.
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 Telephone Skills?*

Igniter 5: Chart Reviews

1
2
3
We don't review our charts before the day as it is not needed for our patients, we know most of them and they only do what insurance pays.

4
5
6
The Providers will not review their charts prior to the day which causes stress, mistakes and chaos in efficiency and productivity.

7
8
9
Providers do review their chart in areas of past, present and future needs along with special considerations or personal topics.

10
11
12
Each provider reviews their charts daily and gather information that is relevant to the patient, the dental team and outstanding dentistry.
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 Chart Reviews?*

Igniter 6: Daily Strategy Meetings

1
2
3
We don't have time or need to have morning meetings and no one would show up anyway including the leader(s).

4
5
6
We have thought about meeting daily as a team and have not been able to make it work or productive. Many team members don't show up.

7
8
9
Team meets daily before the day and share their patient info to prepare the admin, fill the Treatment Coordinator schedule and manage exams and special issues.

10
11
12
The team meets everyday at the same time to prepare for the day with each person sharing relevant information that relate to other team members.
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 Daily Strategy Meetings?

Thank you for completing your scorecard! Your score is 0(0%)! Contact us here to go over your results and action plan!
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ALREADY KNOW YOUR SCORE?

Team - SCT04 - Daily Operation - Diamond Head Dental

Step 1 of 7

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