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February 1, 2017

C.L.E.A.R. Leadership! (Part 1)

C.L.E.A.R. Leadership! (Part 1)

Leadership can be confusing and frustrating. It’s why many people shy away from leadership roles. However, regardless of our position in life, whether we want to or not, we all lead in life. The problem for many of us is we don’t really think that we have what it takes to be a great leader or even a good one for that matter. We often mystify leadership by associating it with legendary people. We start to believe leadership is insurmountable and something only the famous or really brave people can do.

I have the privilege and honor of coaching and speaking nationally and internationally. What I have found is when I ask my audience to share who is or was a great leader in their life and why they are quick to respond. This exercise really helps to demystify leadership fundamentals. There are 5 clear leadership fundamentals that consistently show up. The acronym C.L.E.A.R. exemplifies the 5 fundamentals.

C – Core Standards

L – Live by Example

E – Empowerment

A – Accountability

R – Results

This month’s message will focus the first 3 of the 5 fundamentals.

Core Standards – C.L.E.A.R. Leadership starts with clear core standards. It’s very difficult to get others to follow our lead if we don’t even know who we are and what we stand for.   What 4 words in order of priority describe your core values? Would other people be able to recognize those values in you?

For example, my 4 core words in order of priority are: Lifter, Authentic, Happy, and Committed. If you don’t know what yours are stop reading and take some time to reflect. They are important to know because they will help guide us in our decision making. Defining and living by our core values will help us avoid the distractions of the daily mundane and other people’s shoulds. They will also help us have a strategy for who we want to show up as every day. Core values become our blue print on how to live. Every action or attitude is to be examined before proceeding. Does this action or attitude support my core values?   Which takes us to the second fundamental.

 

Live by Example – C.L.E.A.R. Leadership transpires when we live by example. In other words model the waddle you want to see! Only set standards that you are willing to support in attitude and actions. If you aren’t willing to support the standards others will follow your lead of not supporting as well.   Living by example is the strongest of all leadership fundamentals. It is what builds trust and inspires others to follow us into uncertain even dangerous situations.

For example firemen going into a burning building or soldiers into battle. If team members trust their leader(s) they will be more willing to step into the unpredictable and unknown and be open to change. Living by example takes willpower and a commitment to live each day aligned with our core standards even when we don’t feel like it. The more we live our life aligned with our core standards the more ingrained they become.

Knowing my number one core standard is to be a lifter has consistently helped me to respond based on who I want to be as a person instead of how I am feeling at the moment. The first question I asked myself in the heat of the moment is how would a lifter respond? This simple question has saved me many times from responding with anger or frustration.

 

Empowerment – C.L.E.A.R. Leadership involves empowering others to succeed. We empower others by being a lifter and lifting them up to shine! Lifters focus on helping others succeed. Not a one of us has gotten where we are today on our own. We have all received help from someone who inspired, encouraged, taught us, open doors and supported us. It is because of that mentor-ship that we are where we are today.

Lifters help their people to feel hope and learn skill sets that will help them be happier more successful. A lifter shares what they appreciate about the other person. They build up instead of tear down by focusing on the other person’s strengths. They have positive conversations with a minimum of a three to one ratio. Three positives for every one growth opportunity. Research shows that exceptional relationships have a five to one ratio. You may be thinking; what if I can’t find 5 positives. Every person has a least 5 strengths you can highlight! We discover strengths when we shift our focus from weaknesses to strengths. How ironic that our strengths are just taken for granted and minimized whereas our weaknesses are highlighted.

I like you take a moment and think about who lifted you up in life. Who was there for you to help you when you had fallen? Who open doors when they were all closed sometimes even locked? Who believed in you enough to help you believe you could take the first step in reaching your dreams?

Empowerment can change the world!

Tune in next month to read Part 2 of C.L.E.A.R. Leadership!

January 1, 2017

4 Steps to Help You Rise to Success in 2017!

It’s that time of year again where many of us our making New Year’s resolutions! Do you remember what you said you were going to do last year?   Were you successful at accomplishing what you set out to do? Or like many did you give up after the first few weeks or month?

I have the awesome privilege of helping dental teams nationwide cultivate a happier, healthier and higher performing culture. I utilize the R.I.S.E. Process (a 4 step process) to help them not only create but also sustain their improved culture results. I have found the same process works awesome for achieving individual goals as well!

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December 1, 2016

O.R.A.N.G.E. Power!

The color Orange has great power! We get happier when are surrounded with the color orange. My husband Steve, teases me about living in an orange bubble of happiness and positive energy. Those of you who know me know that the color orange plays a big part in my life and my business brand.  So what is O.R.A.N.G.E. power?

Different colors generate different energy and emotions. The color orange creates feelings of happiness and positive energy! I surround myself with orange to inspire happiness and positive energy within. It also inspires happiness and positive energy in others. I travel almost weekly flying to coaching and speaking venues and spend a lot of time in airports. Whenever I wear an orange scarf or for that matter anything orange people seem to smile at me more often and even go out of their way to compliment on the color Orange. Recently when I was standing in line waiting to board, five different people walking by stopped and walked over to me in line to comment on my orange scarf. The man standing behind me asked if people always went out of their way to compliment me. I told him it only happens when I wear the color orange. A car service driver last week commented within the first couple minutes of our drive how happy he was to have an upbeat person in his car. I had not said a word other than hello but I was wearing an orange scarf. The color orange just makes people feel happier and more positive,

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November 1, 2016

Cultivating Accountability in Others!

Let’s face it cultivating accountability in others can seem like a daunting task. Just hearing the word accountability can give the majority of us an ugh feeling.  What usually pops into mind are the words babysitter or micro-manager from past failed attempts at trying to get others to be accountable.

Cultivating accountability in others is worth the effort! – Individual, team and practice performance all dwindle when there is a lack of accountability.  Without accountability, execution suffers.  Our performance deteriorates when we don’t hold ourselves accountable to getting work done well and on time. The more we let things slip the more acceptable it becomes to let them slip again.  A day becomes a week, a week a month and finally not at all.

For example exercising.  We start out committed and then make an excuse that we are to tired, to busy or to something to fit it in that day.  It becomes easier and easier to make excuses until finally we no longer need excuses we just stop exercising.

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October 3, 2016

Constructive Conversation

The words Constructive Criticism always make me cringe. There just doesn’t seem to be anything constructive about criticism. The dictionary defines criticism as the act of passing judgment as to the merits of qualities, values and abilities. I have yet to see where judging someone has helped to promote their further development and advancement or improve outcome. Instead, criticism comes across as judging, condemning or blaming and has negative effects such as employee shut down, lack of confidence and decline in performance. Yet employers and managers continue to utilize constructive criticism to promote employee growth and change. They continue to do so because of misconceptions about effectiveness and not out of maliciousness.

It’s time to transform the criticism part into a constructive conversation. A constructive conversation includes the following fundamentals and has two role players. The two role players are the Approacher and Approachee. The Approacher is the person conveying and enquiring and the Approachee is the person receiving and responding.

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June 30, 2016

Cultivating a Culture by Design

Cultivating a Culture by Design!

July 2016

From the moment we step across the office threshold we become a part of the culture!  The dictionary defines culture as a way of life of a group of people–the behaviors, beliefs, values, and symbols that they accept, generally without thinking about them, and that are passed along by communication and behaviors. Every office culture is unique based on the culture they designed or allowed to happen by default. What we do and even what we don’t do creates our culture. If we aren’t cultivating a culture by design we will reap a culture by default.

I chose to use the word cultivate because of my farm upbringing and because it is a great analogy for how I work with teams. Cultivators are designed to disrupt the soil in careful patterns, sparing the crop plants but disrupting the weeds. Similarly I help teams cultivate their culture by maintaining what is good and positive while weeding out the weeds (adverse and negative). I am a culture cultivator! The focus of this message is cultivating a culture by design and references an article, “Five Performance and Accountability Standards to Help Your Team Soar,” that I wrote for the ADA’s 2015 book, “The ADA Practical Guide to Leading and Managing the Dental Team”.

Take a moment and think about your current office culture. Is there any drama, disorder or performance decline? Do any of the following team members and behaviors sound familiar?

The Drama Lover

Kelly makes mountains out of mole hills. Any schedule changes result in meltdowns. If Kelly is missing an instrument from her cassette, instead of just going and replacing it, she wastes time complaining to everyone. She often gossips about one co-worker to another. Kelly believes life doesn’t just happen, it happens to her! She always complains, whines, and criticizes co-workers, patients, family and, for that matter, anyone who crosses her path. Her ongoing drama lowers team morale and distracts everyone from focusing on the patients and the practice.

The Chaos Creator

Sam’s life is always in disarray. He’s almost always late and has an excuse. He overslept because the alarm clock stopped working and he didn’t have time to replace it. Or he didn’t allow adequate drive time because he didn’t check the weather or traffic. Or he was late dropping off the kids at school. Sam’s desk is a disaster, and he can’t find any of the charts or paperwork he needs when he needs them. He’s never prepared for meetings, and is always rushing around, stressed from trying to catch up. The team can no longer rely on him to do his job, and have lost trust and respect for him.

The Checked-out Employee

Georgia has been with the practice for 25 plus years. She was an exceptional employee the first 15 years, but her performance has been in a steady decline for the past ten. Georgia challenges any new ideas and refuses to adopt any change in standards or services. She often has an attitude of entitlement where she feels she deserves special treatment because of her longevity with the practice. She proudly describes herself as direct which really means she lacks a kindness/respect filter. What I refer to as cutting off at the knees. (If you cut someone off at the knees, you humiliate them, bully or force them to do what you want.) This makes others afraid to approach her. She may refuse to attend team functions, morning huddles or team meetings, and refuses to put in extra time in a crunch or do what she considers menial tasks. Her attitude and behavior affects the entire team’s performance level. The team starts to question why they have to adhere to standards if Georgia doesn’t.

If you recognize any of these employees or their poor behaviors…BREATHE…you’re not alone. Many offices struggle with undesirable behaviors – they are often unsure of what to do and don’t comprehend the toxic impact these behaviors can have on a practice. They affect communication, treatment acceptance, team work, work day enjoyment, stress levels, happiness, and more. Patient experience, team performance and the practice bottom line plummet. These behaviors are triggered and escalate from unclear and inconsistent expectations due to lack of culture standards.

Culture standards help eliminate the drama of who is right or wrong and get everyone rowing at a higher level on the same boat. Culture standards create clarity and structure. When there is clarity and structure the drama and confusion that often divides a team disappears. The opposite is true when there aren’t clear culture standards, assumptions, false expectations and differences of opinions run rampant. Every team member comes from a different background with unique and individual experiences. What they believe to be true is shaped by their personal experiences. These experiences create their personal truths, which is how they judge what is right and wrong. Drama, disorder and declining performance surface when there are different expectations of right and wrong due to lack of culture standards.

Have a team meeting to discuss what culture standards the team would like in their work environment. In essence, what will be the code of conduct for the practice? Create the standards together. Creating standards to work by creates clarity and helps the team to be accountable to a specific level of attitude, behavior and communication; the ABC’s of teamwork and performance.

Here are questions to ask the team that will help them create culture standards for the practice pertaining to attitude, behavior, and communication:

  • What makes them happy that they want to see more of – list it as a to do
  • What stresses them that they would like to stop – list what you can do to stop it – for example instead of stop gossiping, use support a gossip free culture
  • What can they do to impact their co-workers and patients in a more positive manner
  • How do they want the team to show up for work every day
  • How can they support each other more
  • How can they communicate more clearly, timely and positively with the team and patients

Once you have completed the culture standards list, print it, frame it and put it on display in your meeting room or wherever the team will see it most often. Review it at your team huddles and meetings, whenever you hire someone new and whenever someone’s behavior deems it necessary. It is important and necessary for the entire team including the doctor(s)to make a commitment to live and maintain the culture standards even when it is difficult or they don’t feel like it. If a team member chooses to not support the culture standards they are choosing to no longer be a part of that culture.

Cultivating a culture by design takes a commitment from the entire team to support and hold each other accountable to the culture standards!

June 1, 2016

4 Steps to Nurture a No-Gossip Culture!

4 Steps to Nurture a No-gossip Culture!

Gossip is a destructive monster that runs rampant in many dental teams! It has become the accepted and even expected as just the norm for many dental cultures! I speak nationally and internationally to dental teams on how to nurture a no-gossip culture.  When I ask them who has gossip in their practice I usually see every hand raise. The reasons I most often receive are:

  • It just is a part of every culture
  • It is a natural thing that women just do
  • It is a form of entertainment
  • It is healthy to vent or blow off steam to relieve stress
  • It is a way to get feedback and support
  • It is a lack of what it really means to gossip

People who engage in workplace gossip often have a strong need to “fit in”, and feel that gossip will help them achieve this. Gossipers often suffer from low self-esteem, and think that talking negatively about others will make them look better. If we truly grasped the devastating fallout from gossip we would no longer accept it as the norm for any culture!

Gossip affects:

  • Patient care and experience
  • Team communication, performance and relationships
  • Practice performance
  • Morale
  • Trust
  • Respect

Needless to say, gossip tremendously impacts the bottom line. I refer to gossip as the Poison Triangle of Mistrust because it often involves two people talking about a third person. Nothing shreds trust and respect and divides a team faster than gossip. Haven’t we all overheard someone talking about us? Do you remember how you felt? How much did you trust the people who were talking about you? How much did you want to communicate or work with them? Gossip is the most divisive form of communication. Just think about the total cost in team and practice performance, team relationships, practice morale and patient experience.

How much more successful could your practice be if could stop gossip from happening? Nurturing a no-gossip culture raises trust and the morale instantly it also elevates communication, team performance and relationships, patient experience and the bottom line! This is big stuff and plenty of reasons to adopt a no-gossip culture! If we want to nurture a no-gossip culture we have to clearly define gossip; set standards to prevent and stop gossip; and establish consequences if gossip continues. So if you are ready to nurture a no-gossip culture continue reading!

Let’s start by dispelling the misconceptions and clearly defining what gossip really is! The sad truth is gossip happens because it is often thought of as fluff stuff and something women just do! “Women do not have to gossip!” BTW women aren’t the only ones who gossip…men gossip too. In fact research shows men outnumber women who gossip by two to one. Men just refer to gossip as venting or blowing off steam!

Which leads me to address the term venting and blowing off steam. Anytime we say something negative or very private about another person it is gossip. We have this false belief that venting or blowing off steam is helpful and healthy. It is neither. Venting or blowing off steam are just more acceptable labels for gossip. Whether you refer to it as venting, blowing off steam or gossip they are equally toxic. When we spew negative words about others we not only bring down the receiver (listener); the giver (spewer) is also affected negatively. Consistent negative thoughts, words or energy whether we are the giver or the receiver or even just in the vicinity changes electricity in our brain which changes the energy in our body and our organs that depend on that energy or no longer nourished and can get disease and sometimes even die. Gossip is just plain toxic to everyone!

Doctors and managers be mindful of sharing a short retort of frustration or discontent with a team member pertaining to another team member. It is gossip, regardless of how harmless it may seem at the moment. How would that person feel if they heard you say it? If you have a frustration or concern go to the source and no one else. Otherwise, you have done nothing to address the problem and it will only continue to grow. The only exception is when the doctor and manger discuss with each other (behind closed doors) how to resolve a behavior or performance concern regarding another employee.

Here are four steps to nurture a no-gossip culture!

Have a with a team meeting and ask the entire team attend. The first step is to define gossip. Establish the definition of gossip for the practice as anything that is negative about another person that would make us think less of them; or private that they do not want others to know. We may think venting or blowing off steam is okay and is not considered gossip. Good qualifiers to ask yourself are:

  • Is what I am about to say true?
  • Is it harmful or hurtful?
  • How would I feel if someone said something similar about me?
  • How am I going to feel later if I say this? (or listen to this)
  • Would it affect their level of trust and respect for me?
  • Does gossiping honor my own personal values?

Clearly define the giver and receiver roles in gossip. The receiver (listener) of gossip is just as responsible as the gossiper (giver). They play a fifty-fifty role. The receiver has the power to stop the gossiper from gossiping to them. In fact the receiver may even play a bigger role. The receiver is usually not at a heightened emotional state and therefore capable of thinking more clearly. Whereas the giver is usually at a heightened emotional state; the fight or flight zone, resulting in the cognitive part of the brain shutting down.

The second step is for the entire team to verbally commit to each other to support a no-gossip culture in words, attitude and actions. Which means they commit to stop gossiping and stop gossipers. Have the team agree on a word or a phrase that they will say if someone starts gossiping to them.   Some of my clients use the word peace (in other words keep the peace) or stop or please go to the source or even remember we said we weren’t going to gossip. It can be anything as long as everyone knows the specific words or phrases.

The third step is to actually take action! If you have a suggestion, question or concern go directly to the source instead of going to others. Say the word or phrase immediately when someone starts gossiping. It is also our responsibility to try to stop gossip even if we just happen to be in a location where several other people are gossiping. In a respectful manner ask them to stop by using the word or phrase and if necessary reinforce how toxic gossip is to the team and the practice. Old habits die hard so it will be necessary for the team to support each other with reminders that they committed to honor a no-gossip culture.

The fourth step is create clear consequences for gossip. I want to be very clear here regarding consequences. Consequences aren’t necessary if a simple reminder from a co-worker stops the gossip. It is only when the gossiper refuses to stop gossiping when they have been asked to stop that it leads to any consequences. It is important to have defined consequences for gossip just like any other culture standard. Spell out specific step-by-step process for number of verbal and written warnings before termination. Yes, gossip is a big enough reason to terminate! The bottom line is that when we support a no-gossip culture we raise the level of communication, team performance and relationships, patient experience and even the bottom line!

Contact Judy Kay at JudyKay@PracticeSolutionsInc.net today if you would like to learn how she can help you build a cohesive team that support each other and the practice, become better leaders, and deliver service with more passion!

March 1, 2016

How to Prevent 3 Communication Pitfalls!

Our level of success in life is in direct relationship to how successfully we communicate. Communication can often be difficult and sometimes very frustrating. When we don’t say anything, an assumption is made – and in most cases, it’s negative. If we do say something, it may be perceived incorrectly. If that is not enough, there are all the “shoulds” from others – their comparison expectations on how we should do something, or be something or live our life a certain way. In other words, their way!

Because of assumptions, perceptions and comparison expectations we often make commitments to either do things we don’t want to do or don’t have time to do. Just writing this makes me feel exhausted! Wouldn’t it be nice if we didn’t have to worry about communicating? But that is not reality.

Our success in life depends on our ability to communicate. Therefore, it is necessary to learn how to communicate and overcome these pitfalls regardless of how frustrating or difficult they may be. I have found from years of coaching dental teams nationwide that the best way to get good at something is to remove or overcome the obstacles.

Let’s start with assumptions. This one is a biggy! We make assumptions every minute of every day. Something happens and we instantly assign meaning to it. It may be correct or it may be incorrect. We won’t know unless we take the next step. That step is asking. Sounds easy but it’s not. We often fear that if we ask, we may open ourselves up to an emotional reaction. We can’t let fear stop us from asking. We don’t know what someone meant by their actions or words or the way they said something. Sometimes even what they say or the words they use can mean something different than what we believe them to mean. Ask with care, concern and respect. Continue to respectfully ask questions until you understand the other person’s true intent. If you are still thinking “I think they meant…”, you are assuming and it is important ask more questions to achieve a clear understanding.

Perceptions are just as dangerous as assumptions. Both the person speaking and the person listening play a role in perceptions. I often hear team members say, “I didn’t mean it that way! They just took it wrong! So it’s not my fault!” If you are always being misunderstood, it is important to reflect on how you are communicating. It is not just what you say that counts in communication. It is also how the message is being perceived. The listener often bases their perception on their past experiences they had with you as well as your words, body language and tone of voice. They often assign meaning based on what it would mean if they said or did that same thing, which in many cases does not accurately reflect the other person’s intent. Inaccurate perceptions also happen when we don’t hear the entire story or all the reasons or steps. It is important to take the time to clearly explain your intent to avoid false perceptions.

Comparison Expectations create negative expectations! They are the “shoulds” that guilt us into doing things we aren’t comfortable doing or feeling terrible about ourselves when we don’t. We have all heard and even said, “You should….!” Comparison Expectations happen when we compare ourselves to others…or when others compare us to them. The comparison is what creates the expectations for who, what, when where, why and how we should do something based on what others do. Comparing is toxic; someone always loses. We may even believe that others are wrong when they don’t do something our way. Comparison expectations can make us feel or do something out of guilt. Guilt creates shame and shame inhibits communication because if we feel shameful about something, we are less likely to communicate openly and honestly. Stop the comparison noise! Quit allowing the “shoulds” from yourself and others to dictate your actions AND quit expecting others to do things your way. Instead together as a team create clear standards and support them!

(If you would like to receive the white pages for Team Communication Guidelines please email me at JudyKay@PracticeSolutionsInc.net and write Team Communication Guidelines in the subject line.)

Our success in life will depend greatly on how well we communicate in our personal and professional lives. Communicate clearly, ask questions to avoid false assumptions and perceptions and for goodness sake…stop “shouldng” on each other!

January 1, 2016

HAPPY New Year! 5 Habits to a Happier Life!

HAPPY New Year! 5 Habits to a Happier Life!

January 2016

It’s that time of year when we wish each other a Happy New Year! I love learning about what helps us succeed at being happy and the effects is has on our life. This month is dedicated to learning 5 habits to help us live a happier life!

The first habit is to practice staying present in the moment. Yesterday is over and gone and tomorrow is just a prediction of the future. Stop dwelling on the past. Our past does not define our future. Instead we can learn from our mistakes and the mistakes of others and move on. Stop worrying about the future. Instead have a plan than let it go and get back to the present moment. Be mindful and savor the present moment.

The second habit is to practice focusing on the positive instead of the negative in life. Look for three potential positives in any situation or any person. When you find yourself sliding to the negative ask yourself the following questions:

  • What are three potential positives?
  • What lessons can I learn from this?
  • What changes can I make to make it more positive?

The third habit is to practice showing gratitude daily. When we focus on what we already have in life and give thanks and praise we feel grateful. The more grateful we feel the happier we feel and the happier we feel the more we have to give thanks and praise. It is a very fulfilling cycle of positive circulation.

The fourth habit is to practice using our signature strengths. A signature strength is a moral trait that is innate to us that we know we kick butt at! Some examples of signature strengths are: curiosity, love of learning, perseverance, ingenuity, kindness, hope, forgiveness, social intelligence, team player, loving, humor, appreciation or gratitude. When we use our signature strength we are filled with a sense of joy and well-being. We are in the flow of life. Have you ever felt like pumping your fist and shouting to the world…YES…this is what I am meant to do! Chances are you were utilizing one or several of your signature strengths for the greater good.

The fifth habit is to practice recrafting. Recrafting is taking something and remaking it into something better. We can Recraft a job we do just for a paycheck into a Calling that engages our signature strengths and serves the greater good! We have a choice about what work we do, and about how we go about doing our work. A dentist who views the work as a job and is simply interested in making a good income does not have a Calling. A garbage collector who sees his work as making the world a cleaner and healthier place could have a Calling. The key is not finding the right job, it is finding a job we can make right through recrafting and engaging our signature strengths.

We can achieve a happier life when we practice being present, focus on the positive, show gratitude and live our signature strengths every day in our work and our play for the greater good of all!  The choice is always ours!

September 1, 2015

Top 5 Reasons Team Members Disengage!

September 2015

Top 5 Reasons Team Members Disengage! Last summer I wrote a series of news letters on how to get your team engaged. What I didn’t cover was why team members get disengaged in the first place. Many team members start out as highly engaged team members! They are:

  • Happy to come to work and passionate about their career
  • Connected and loyal to the practice
  • Proud to share with the world where they worked
  • In essence your best walking billboard
  • Excited to learn new things to drive long term success
  • Measuring their success based on the team and practice success

Than some things start happening often and the team member slowly changes over time. In some cases rapidly changes. The things I am referring are things that they perceive as stressful. Stress is the leading cause for disengaging. This month is dedicated to learning about the 5 top stress makers and how to remove them from your office culture!

 

 

The top 5 stresses that cause team members to disengage are:

  • Schedule is a nightmare
  • Move at Mach 10 speed
  • Kicking the dog
  • Lack of value and appreciation
  • No foreseeable change in the future

 

This month we will focus on the schedule is a nightmare! In most cases the doctor(s) and scheduling coordinator do not deviously set out to cram the schedule. It is usually the result from trying to schedule to meet overhead/lower insurance reimbursement, more patients wanting to get in than appointments available or emergency patients.

 

Often times appointment times are lessened to accommodate these concerns. The problem is in most cases the expectations for what needs to be accomplished during that appointment are not reduced. If you try to squeeze a 60 minute appointment into a 40 or 50 minute time slot you will run over. Not unlike trying to pour a 6 ounce glass into a 4 ounce glass. The provider of the appointment feels stressed because they know they will either run over and make the next patient wait or get in trouble for not completing all of the appointment expectations. If this becomes their normal schedule they will eventually disengage, disconnect and stop trying. If you want your team to stay engaged you can’t expect them to consistently do the impossible.

 

The emergency patient. There will be times when you will need to fit a patient in to accommodate their emergency. (It is important to establish standards for what constitutes and emergency in your practice. Always error on the patient’s side.) If it is not an emergency, schedule the patient when there is adequate appointment time.   Inform the patient you will put them on your VIP list and call them with any changes in the schedule.

 

It is very helpful to discuss at the morning huddle the best times to work in an emergency. If you do need to fit in an emergency patient; triage the situation and utilize the team if possible. Define what are the have to haves and let go of nice to haves. Do only what is needed to get the patient out of discomfort and reschedule them for treatment. In some cases the only way to resolve the emergency is to perform the treatment that day. Explain to the patient you will work them in around scheduled patients. Emergency patients are seen after scheduled patients. In rare occasions it may be necessary to reduce the amount of treatment on a scheduled patient to accommodate the emergency patient. Always ask permission from the scheduled patient first by explaining there has been an emergency before reducing their treatment.

 

Scheduling to meet overhead/lower insurance reimbursement not appointment needs. This is the scheduling nightmare that undermines a team member’s level of engagement the most. What often happens is the practice lessens the appointment time to fit the reimbursement level without lessening the appointment expectations. We are in essence expecting our team members to just work harder and faster to make up the difference. In most cases the appointment time was already filled to capacity with appointment expectations before the time reduction. If this is the expectation for your team members…don’t be surprised when they either check out and quit or even worse check out and stay!   After all, if it is impossible there is no hope and no reason for them to keep trying!

 

I do understand that it is necessary to be able to cover overhead and lower insurance reimbursement. However, instead of expecting the team to do the impossible evaluate the appointment times allotted. Schedule adequate time for the have to haves and let go of the nice to haves. If you still don’t have adequate time to accommodate have to haves…add more time.

 

The frustration for many dentists is they strive to deliver exceptional care and service yet receive only minimal reimbursement. Exceptional service takes time and people which costs money. Therefore, we can only deliver service at a level that we can realistically afford. Which means we work at a level that the team we can afford can accommodate. It’s time to evaluate the value of being a participating provider for an insurance when it no longer covers the adequate time needed to deliver your desired level of care and service.

 

We can remove scheduling nightmare stresses when we schedule accordingly to meet the combined needs of our patients, our practice and our team! It’s a win for everyone that results in raising job satisfaction, patient service and the bottom line!

 

Contact Judy Kay today if you would like to learn how she can help you build a cohesive team that support each other and the practice, become better leaders, and deliver service with more passion and fun!

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