Wednesday, May 16, 2018 7:30 PM - 8:30 PM CST (Register here)
In her work with various offices throughout the years, Natalie has found that the practices with the lowest ratio of past due patient accounts have established a clear and consistent way of sharing the office financial expectations throughout the new patient process to avoid confusion later in treatment. Financial information is carefully scripted so that the most common financial questions are answered before they are even asked. Natalie will share the various forms, documents, and precise scripting that will help your treatment coordinators and financial staff fine-tune their financial presentation. This will allow them to achieve that careful balance between the need to collect money owed in a timely fashion while maintaining good relationships and open communication with your orthodontic families.
Natalie Beaton: Getting on Top of Your Existing Past Due Accounts
Monday, June 11, 2018 7:30 PM - 8:30 PM CST (Register here)
The complex juggling involved in establishing solid accounts management techniques and successfully collecting on older past due accounts while maintaining a positive relationship with your orthodontic families can seem like a daunting task. Natalie has many years of hands-on, highly successful collection experience as well as helping many of her clients to establish and maintain healthy accounts management protocols. We will review the financial ratios you want to monitor and discuss many examples of letters and financial forms that Natalie has constructed over the years that have been a huge part of her clients’ financial success.
Natalie Beaton: Having the Ultimate Monthly Staff Meeting
Monday, July 9, 2018 7:30 PM - 8:30 PM CST (Register here)
Over the years, Natalie has had the opportunity to both observe and discuss monthly staff meetings in many offices. The offices that consistently have highly successful monthly staff meetings always seem to share some common traits. These common factors appear to lead consistently to positive and productive meetings that are looked forward to as a way to help fine-tune practice systems and protocols. Natalie will share these staff meeting "gems" and will provide everything you need to re-vamp your monthly staff meeting for even greater practice success!
Natalie Beaton: Keep Them Coming! Building and Promoting a Rock-Solid Observation Program
Monday, August 13, 2018 7:30 PM - 8:30 PM CST (Register here)
Unscheduled or past due observation patients typically occur for two reasons: inconsistent follow up and a failure to build a strong sense of perceived value in these appointments. Having a strong and consistent observation follow-up protocol supported by ViewPoint and Edge Cloud observation tools and reports can ensure you don't lose sight of these incredibly valuable patients. In addition to careful follow up, Natalie believes that you set your observation program up for success or failure by how you educate parents about the value of these visits when you first discuss it at the NP exam. Parents are not going to schedule consistently until I understand why that is so important.
This webinar will review everything from scripting and an observation handout sheet at the NP exam, to careful review of specific reports and software tools so that no observation patient slips through the cracks, and finally, a consistent step-by-step outline of how to build perceived value in these visits at the new patient exam to keep them coming! Natalie will share everything you need to have a highly successful observation program for your specific practice.
Natalie Beaton: Effective Follow-Up with WCB Patients
Monday, September 17, 2018 7:30 PM - 8:30 PM CST (Register here)
Once a new patient has had treatment presented and discussed but has not committed to starting treatment, effective follow up in a timely manner is critical to changing "I need to think about it" to "Yes when can I start?" From scheduling a set date and time for follow-up with the treatment decision maker, to careful scripting of that follow-up call, you will learn how to maximize the success of your WCB calls and utilize ViewPoint or Edge Cloud to help you succeed. Natalie will share tips on overcoming common objections and concerns and how the TC can get comfortable with that conversation. Natalie shares over twenty years of TC experience and training and will help you design a WCB protocol that works for your office!
Natalie Beaton: Building a Connection: Staff Lunch and Learns with Hygienists
Monday, October 15, 2018 7:30 PM - 8:30 PM CST (Register here)
Most orthodontic offices have a system in place so that the orthodontist meets with general dentists on a regular basis. Building relationships directly between the doctors can be highly effective but overlooks a key piece of the referral process – the hygienists. If a general dentist gives several names when referring patients for orthodontic care, frequently the hygienist subtly influences the patient’s decision as to whom to call.
Scheduling informal staff lunch meetings between a few of your staff and the hygienists of a referring office can have a HUGE impact on your referral program, and does not require trying to coordinate with a doctor’s busy schedule. Natalie will review every step you can take to use this valuable program in your practice immediately, and will share a checklist she developed for an article in the JCO. Natalie has helped many orthodontic offices immediately implement this highly successful program in their practices and will be delighted to do the same for your practice.
Andrea Cook: Planning Your Sterilization Area
Monday, October 22, 2018 7:30 PM - 8:30 PM CST (Register here)
A well-designed sterilization area improves your clinical efficiency and is a visible reassurance to patients that you practice the highest level of infection prevention for their safety and well-being during orthodontic treatment as well as gaining compliance with the current CDC guidelines.
This webinar will review the current CDC guidelines for instrument reprocessing. We will look at the layout and flow of your physical space as well as equipment options for you to consider when making purchases.
Natalie Beaton: Putting Reports to Work: Monitoring the Pulse of Your Practice
Monday, November 12, 2018 7:30 PM - 8:30 PM CST (Register here)
You already know the many orthodontic hot spots: NP exams and conversions, recall Obs and WCB patients, needs appointment follow up, A/R percent for both patient and insurance accounts, daily schedule flow, Dr. Time efficiency, etc. However, knowing what data trends to look for and what reports to use to get that data can be the missing step needed for practice growth. Working with Ortho2 clients, Natalie spends a fair amount of her time running, analyzing, and interpreting Ortho2 practice reports. Her extensive experience and understanding of both ViewPoint and Edge Cloud reporting tools can be put to use in your own practice to accurately pinpoint the systems and protocols that may need attention.
Andrea Cook: Running and Understanding Your Clinical Reports
Monday, November 26, 2018 7:30 PM - 8:30 PM CST (Register here)
Clinical reports can provide valuable information on how efficient your clinic, assistants, and treatments are. These are key factors when looking at total practice numbers. We will discuss which reports to run, how to evaluate the information, and ways to make changes to improve your clinical efficiency.
- 1) Determine which clinical reports to run in your management system
- 2) How to evaluate the information to improve your clinical efficiency
- 3) Review solutions for your areas needing improvement
Natalie Beaton: Building a Multi-Directional Marketing Calendar
Monday, December 10, 2018 7:30 PM - 8:30 PM CST (Register here)
The New Year is just around the corner and now is the time to start mapping out your marketing calendar for 2019. Natalie firmly believes that in the increasing competitive orthodontic environment it has become more and more important to take a multi-directional marketing approach.
What really works is spreading your marketing efforts out in a steady, consistent flow throughout the year. You will leave with marketing pearls for internal marketing and external marketing and some great ViewPoint and Edge Cloud tips to support those efforts. In addition, Natalie will show you how to use your data to accurately evaluate the actual impact (growth or loss) that each marketing effort has had on new patients scheduling for an initial exam. Learn the marketing tools and tricks you need to make 2019 your best year ever.