How Important is a Morning Team Meeting?
From my experience a morning team meeting is imperative for a dental team, the patients and the business owner.
In 10-15 minutes, you can create SIGNIFICANT TEAM AWARENESS AND FOCUS for the business day. Schedule a time each day the practice is open, approximately 15 – 20 minutes before the first appointment.
This is an agenda your practice can follow or adapt to what suits your practice best. Use it as a guideline.
Meeting to Commence: 7.45 am
End: 8.00 am
First Patient to be seated: 8.10am
Doors unlocked at 8.00am and ready to welcome patients into the practice.
I recommend the following be used as a preparatory guideline for your practice, knowing that each practice is different. You’ll be amazed at how much better the day flows. Use this opportunity as a time to come together and brainstorm for the day ahead.
- Reviews vision/mission/values statement with the team
- Availability in the schedule for emergency office visits
- Any schedule concerns for the day
- Follow up phone calls on surgery patients and previous emergency office visits
- Check on possible requirements of any before and after photos on today’s patients (if necessary)
- Health updates of patients (if necessary)
- New lab cases received
- Scheduled problems of lab cases if any
- Availability in schedules for any necessary impressions
- Follow up phone calls
- Before and after photo if needed
- All charts to be reviewed for TX outstanding, for proposed or accepted services
- Review patient documentation for perio services
- Review patients documentation for x-rays
- Review medical update
- New patient information reviewed
- Emergency office visit information
- Cancellations, reschedules
- Financial concerns
- Follow up phone calls for previous days new patients
- Financial, treatment plan or schedule concerns for the day
Employee concerns for the day
Do you have a morning meeting? I’m interested in what your morning meeting format is – leave a comment and we can collaborate.