Jay Geier
“Wisdom doesn’t always come with age. But with age always comes experience.” —Stanley Victor Paskavich
This fall, the Scheduling Institute celebrates its 20th anniversary. What started as a team of three (myself included) stuffing envelopes and making mystery calls in a 1,200-square-foot office, has grown to a team of 200 headquartered in a 36,328-square-foot building plus two training facilities—for a grand total of 79,508 square feet. It’s pretty cool to look back at the journey.
As we’ve grown, so have our clients. In that time, I’ve created my own extensive laboratory of data on private practice owners and teams. In fact, I probably know more about how dentists operate than you! And after 20 years of successes, fails, tweaks, and progress, we have learned a lot. Because of that, we know what works and what doesn’t.
These are seven of my best pieces of advice that we teach our clients. They are time tested, proven to be true, and despite how uncomfortable they may make you feel, will help to set you up for success.
Anything you actively track improves
It goes without saying that you need to be tracking every possible data point: new patients, collections, production, etc. But what we have found is that most doctors don’t do it as regularly as they should—daily. The best way to do this is to publicly display your goals and your progress. We’ve learned that the more visible your numbers are, the better chance you have to reach them. As shown in Figure 1, create a graph template that can be customized for each goal. Draw a line from day one to your goal. Now, track out 30 days for the month and mark your numbers daily, connecting a line to each day. You will know you are on or off track by how close your progress line is to the goal line. This comparison will allow you to see how you are trending, and you can make adjustments weekly or daily if you are falling short.
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