Morning routine access controling all systems

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1. THE
MORNING
ROUTINE
Building a Perfect Practice

2. LET’S TALK ABOUT YESTERDAY?
➤Celebrate:
1.Solid 5 star reviews from 2 patients
2.100% production goal
3.5 new clients scheduled
➤1 Thing to Improve?
1.Paperless options

3. LET’S TALK ABOUT YESTERDAY?
➤Schedule vs Completed: 15/14
➤No Shows:1
➤Unable to Reschedule: 0
➤Collections: $3250
➤Production: $3500
➤Treatment Plan Accepted %: 90%
➤Prior Treatment Accepted: $1200
➤Hygienist Production per Visit: $120
➤Dentist Production per visit: $425
➤New Patient Reappointment: 2
Scheduled: 15
Completed: 14
No Shows : 1

4. YESTERDAY’S UPDATE?
➤Month to date production:$65,000
➤Scheduled: $10,500
➤Month Production goal: $90,000

5. TODAY
➤Scheduled Patients: 18
➤Scheduled Production: $4000
➤Unscheduled Family
members: 3

6. TODAY: SCHEDULE BY PROVIDER
Provider Name. | Slots Booked | Hours | Production |
Dr John 5 7.5 $4000
Dr K 6 8.0 $4300

7. TODAY: UNSCHEDULED FAMILY MEMBERS
➤Name 1:
➤Name 2:
➤Name 3:

8. TODAY: UNSCHEDULED TREATMENTS
➤Name 1:
➤Name 2:
➤Name 3:

9. TODAY: PAST DUE AR
➤ 30 days
➤Name 1: Amount: who is calling?
➤Name 2: Amount: who is calling?
➤ 60 days
➤Name 1: Amount: who is calling?
➤Name 2: Amount: who is calling?
➤>90days
➤Name 2: Amount: who is calling?

10. TOMORROW: PROVIDERS SCHEDULE

11. TOMORROW: GAPS IN SCHEDULE

12. 1 WEEK OUTLOOK
➤Production goal: $25,000
➤Scheduled: $21,500
➤Gap: $3500