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10 Actions That Guarantee Abundant Patient Referrals

Excerpts from “How to Turn the $5,000 Patient into a $100,000 Referral Source”

When we speak to study groups or consult with individual practices, Daugherty Consulting is frequently asked “what can we do in our practice to build and sustain the pipeline for consistent, steady growth?” In other words how can we “bullet proof” our practice from competition and have a sustainable flow of starts. We feel it starts with the vision, leadership, and practice culture that the doctor establishes. Equally important, we promote elevating the team members to the level of Valued Partners™. The Valued Partner™ kind of team is the defining difference in the success of the world class practice. World class practices sustain high quality, growth, and profitability. Today I am presenting a brief summery of ten action points for achieving high internally generated referrals.

1. Keep ‘um coming — Ask them what they want and give it to them.
Have a simple system of finding out what the patients,parents, and referring practices really want, and then give it to them. Let them know that you have heard them and seriously plan to deliver what they want. Ask, Hear, Deliver!

Examples: Simple 5 question survey, focus groups, practice enhancement retreats.

2. Systems, not just smiles. Do it right the 1st time and good systems help!
Use simple systems that insure that we do it right the first time, whether it is technical, administrative, or communications. It is right to smile and apologize when things aren’t right, yet it loses its charm if you fail to prevent mistakes going forward. Insure that it doesn’t happen again through smart systems for preventing mistakes and miscommunications with patients, parents, and referring doctors. Tracking features in Ortho II ViewPoint make it easier to get it right from the start.

3. Under promise & over deliver. Don’t just keep your word, exceed it.
When people choose your practice, there is an implied promise of some level of quality and service; it’s your promise. Find out what their expectations are! In the process of delivering it, be sure that you constantly come up with elegant ways to greatly exceed their expectations. World class practices consistently do what unsuccessful practices aren’t willing to do,or aren’t organized enough to deliver.

Examples: Patient care cards, loose tooth clubs, celebrity smiles program, and other creative fun and games, and interactive web sites. The ViewPoint/Microsoft Word merge allows you to create personalized cards, and VP WebAccess allows patients and parents to check appointments and accounts on-line.

4. When the patient asks, the answer is always YES.
That’s right; if you want to be great, not just good, the answer is always YES! Have a system to regularly enhance your services and service. Add value to all that you do for them. Develop a practice culture of serving people at a very high level! No team member is exempt from giving a super effort. Guess what? The patients will be less demanding of the practice because they trust that you have their best interest at heart. You are their friend and partner in the process.

5. Team members must have authority to handle patient concerns.
Don’t you hate it when you need a question answered or a decision and the person says, “I will have to ask my manager (doctor)”? As doctors we need to develop what I call a teach, train, and then trust style of delegating decisions. This insures that patients get the answer immediately. It makes your team more competent and instills high confidence in the minds of patient/parents. This takes some of the “hats” off of you!

6. No complaints?
Then something’s wrong! Encourage your patients to tell you what you are doing wrong, or how you can improve. Again, a simple well constructed survey system (and asking directly) will give you feedback on what’s wrong from the client’s viewpoint… and there are things wrong. Listen for potential areas of concern, because most patients don’t go out of their way to complain. They just don’t refer others or worse, tell several others of their dissatisfaction. ViewPoint’s customizable features such as Stacks, the Notepad, and Patient Etc. allow you to easily record concerns and highlight them for solutions.

7. Measure everything!
I do not mean micro management, which is an enemy to our success. I mean using simple methods to measure how you, your team, and whole practice are doing. One example is using simple practice benchmarking of key stats we call it The Practice Dashboard™. It keeps everyone informed and engaged and makes us all responsible for how the practice is doing. At least annually look at key areas of practice to see what can be done better, easier, more patient friendly. It allows us all to step up, improve, and make a difference. It’s a fun platform for celebrations and rewards too!

8. Salaries are often unfair. Pay people for their contribution to the practice, and that’s not always just money.
Tie some compensation or perks ($’s, time off, etc.) to productivity of the practice. There is no universal answer to this issue, yet the general idea is to find a way to retain your Valued Partners™. They must know clearly what has to be done to make the practice profitable. They must also know it has to make sense for the practice economics.

9. Your mother was right. Show people respect… It works!
Start with your team members, because they will mirror the respect that you show them to the patients. Patients and parents will cooperate, comply, and refer many times better if the entire team communicates respect for them. Use sincere and strategically applied words (and actions) to make patients and parents feel important in your practice. A patient who feels important in your practice will pay big dividends. Now a seamless request by the team for referrals will be simple, natural, and will greatly accelerate the growth of the practice. There will be less stress, better cooperation, and higher profitability.

10. Study the best! Borrow ideas and improve them!
Take a certain amount of time to network and study practices that can help you in becoming better. I recommend having retreats (2-4/year) for Practice Tune- Up’s. We apply a system for addressing the aspects of the practice you want to improve upon, what works in world class practices that you can apply. Whether it is do-ityourself or a good consultant… just do it! Ortho II, not only exemplifies, but creates solutions that will greatly assist and simplify your journey from good to world class. Patients, parents, and referring dental practices love being involved with people (practices) that aspire to be truly special.In the world class practice culture, the team causes them to feel cared for, attended to, and served at a high level. If you meet these criteria your patients, parents, and referring practices will refer a greater number of patients to your practice.

Don’t be “lulled to sleep” by the compliments that your orthodontic teams gets regularly! Every practice gets that because of what we do, not necessarily how elegantly we do it. It’s nice, yet it can create a blind spot. The enemy of being world class is simply being good enough, causing us to not “dig deep” and see how much better our practice can really be. I frequently say, “Don’t just make a good impression, make a real Impact”.

Dr. Terry Daugherty received his Orthodontic degree from UMKC, was an associate professor at Baylor- Dallas, and practiced in the Dallas area for 25 years. In 2000 he co-founded Daugherty Consulting. He is a full time speaker, author, practice coach, and consultant. His time is spent helping leaders get the most out of themselves, their teams, and the practice. His inspirational approach targets practice mastery from the inside-out, with a focus on simple practice growth systems, and an emphasis on developing teams of Valued Partners™. He is happy to send other articles if you contact his web site at www.daughertyconsulting.com or contact him at 843 837-7770.


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Page last updated on Tuesday, July 24, 2007 12:21 PM.