Dental Management and Marketing SOPs
In this Section you'll find SOPs addressing
practice management and marketing tasks, such as:
-Staff: finding, hiring and training
-Conflict resolution
-OSHA and HIPAA
-Patient correspondence
At 230 pages, this section is an excellent
guide for improving the functionality of your team, ensuring regulatory
compliance and enhancing patient relationships. All the SOPs are easily
customizable (in Microsoft Word) to meet the unique needs of your practice.
With recently incorporated Strategic Planning material, this section now
includes the information you need to 'SOPify' your management and marketing
systems and see the effectiveness of Standard Operating Procedures in action
in your office, with your staff.
Management and marketing includes: 61 SOPs, 30 forms and 3 performance
agreements in a three-ring binder with the complete text on CD as editable
Microsoft Word files.
Chapter One
Strategic Planning for Peak Performance, Service, and Profits
The SOPs Productivity Pyramid
Level 1: Mission and Objectives
Level 2: Teamwork
Level 3: The Service Cycle and the “Nine Moments of Truth”
Chapter Two
Building Your Own SOPs Productivity Pyramid
Step 1: Read This Book
Step 2: Prep Questions
Step 3: Get Team Support
Step 4: Supplies
Step 5: Choose a Strategy
Step 6: Use Meetings and Work Sessions to Complete Each Level of the Pyramid
Step 7: Monitor Work Progress
Step 8: Support and Appreciate Your Team’s Efforts
Step 9: Assemble and Review the Final Product
Step 10: Reward Yourself and Your Teammates
Chapter Three
A SOP for SOP-Building
Standard Operating Procedure for Creating Your Own SOPs Manual
Getting Started
Session One: Present the Project to the Team
Session Two: Mission Statement and Objectives
Session Three: Teamwork
Session Four: Analyzing Your Service Cycle—The “Nine Moments of Truth”
Session Five: Divide and Conquer
Session Six: A SOPs Workshop
How to Write a SOP
Sample SOP Swap Label
SOPs Checklist
Session Seven: Another SOPs Workshop
Session Eight: Assembling Your Procedures Manual
Session Nine: Celebrate!
Mission Statements
Mission Statement Questionnaire Sample Mission Statement Desired Outcome Fulfills the Mission Statement
Performance Agreements
Introduction and Instruction Dentist/Owner Office Manager Privacy Officer Task Inventory: Management
Standard Operating Procedures
Management SOPs Project Flow Sheet The Business of Dentistry Leadership by Design Assessment
Staffing Personnel Management Finding and Hiring the Right People New Employee Orientation Staff Evaluations and Performance Planning Front Office Training Schedule Back Office Training Schedule Continuing Education
Convention Attendance
Team Systems Motivating Your Team Creating a Team Agreement Conflict Resolution Inner-Office Memo System Facilitating and Conducting Staff Meetings The 12 days of Christmas Staff Appreciation Program
Operations Converting to a New Charting System OSHA and Regulatory Compliance Office Security Check List Computer Operations: System Log-In and Back-Up Monitoring Sheets Managing Dental Supply Cash Flow Saving On General Office Supplies Choosing the Right Dental Lab Office Layout: Diagrams
Marketing Nine Moments of Truth Marketing Analysis Conducting Patient Satisfaction Surveys Dazzle Cards Practice Information Portfolios Routine Patient Correspondence Gifts to Patients and Colleagues
Administrative
Business, Life, Disability for the Doctor Licensing and Other Requirements Bi-Annual Fee Updates
HIPAA: Our Obligations
HIPAA Compliance in the Dental Office Communicating Privacy Practices to our Patients When an Authorization is Needed Verification of Identity Applying the Minimum Necessary Standard Business Associate Agreements Staff Training of Privacy Policies and Procedures Discipline and Sanctions for Violations of Privacy Policies Patient Complaints
HIPAA: Patient Rights Right to Access Request to Amend Record Accounting for Disclosures Disclosure Log Request to Restrictions on Use or Disclosure Request for Alternative/Confidential Communications
HIPAA: Data Safeguards
Faxing Email Summary of Computer Programs Virus and Hacker Protections Paper Records and Storage
Forms
Agenda Chart Audit and Treatment Status Daily Deposit Recap and Cash Recap Worksheets Dental Supply, Pharmaceutical, and Instrument Order List Gap Analysis Hygiene Fee Information Sheet Job Analysis Questionnaire Meeting Evaluation Morning Huddle Nine Moments of Truth Patient Satisfaction Survey Performance Agreement Worksheet Petty Cash Reconciliation Log and Worksheet Please, Let’s… Practice Advisors and Vendors Recall System Effectiveness Worksheet Recap of Chart Audit Sample Memos SOPs Worksheet
Strategy and Goal Sheets Team Survey
Patient Correspondence
Apology for Extended Wait Cavity Free Club Great Patient Club Inactive Patient Notice New Patient Welcome Letter Prophy Encouragement Referral Thank You Sorry to See you Go Withdrawal From Care Notice
As with the rest of the DENTAL SOPs Products, everything comes on either
computer disk or is digitally downloadable for ultimate customization.
Make your selection in the pull down menu.
For the hard copy we provide a 30 day money back guarantee if you
are not completely satisfied with the product. Unfortunately, we are
unable to offer a refund for the digital download of this product
because of the editor's policy. We will, however, resolve any issues
arising from technical difficulties of the download process. Because of
this restriction, we strongly recommend that, before ordering the
downloadable version you review all of the information regarding this
product.
|