1 on 1 Meetings   On a weekly basis, all teams require frequent and varied forms of training. The Seven Rules for Weekly Training: Trainings take place weekly, in the beginning of the week with all team members present Never optional for anyone, even part…

  From minute to minute, to annually, all the ways to train with your team Weekly Training 26 Week Training Manual and Annual Training Quarterly Training Spontaneous Training Related content: Sermon on the Mount Action Step

1 on 1 Meetings   One on One Meeting Checklists are designed to be living documents so that each team member is always being lifted up to be more. Checklists should have only 3 to 7 tasks the team member is learning to master. As…

  **This is a suggested guideline of some of the questions the team can check on at any given meeting. It would be impossible to address all of these issues in every single meeting. It would be the team leader or doctor's responsibility to select…

PR CA Responsibilities Support and uplift the doctor Promotions Accountability   SWS attendance patients and guests Patient reactivation letters send weekly Outside talks set up Community interactions – individual and whole practice Website updates Social media – Facebook, LinkedIn, Twitter, posts 2x/week Articles to post…

Tech CA Responsibilities Support and uplift the doctor Patient Flow New Patient/ Re-Exam Patient Education Related Document: Tech CA Supporting the Doctor Take day’s schedule and preview (P.R.E.S.-on) Note taking Patient flow Exams – scheduling and doing; scheduling reports following exams X-ray write-ups Highlighting exams…

Financial CA Responsibilities Support and uplift the doctor Accountability Finances New Patient, Re-Exam & Anniversary Reports   Take day’s schedule and do preview (P.R.E.S.- on) Special projects (flyers, filing, etc.) Work the front desk on (Monday) nights Review current day’s upcoming financial agreements (AR’s and…

Front Desk CA Responsibilities PRIMARY CHECK IN       Greet patients Patient flow Answering telephones Over the Counter Collections (OTC) Special appointments All NP procedures Reschedule calls Patient education CHECK OUT       Check travel card Confirm or change next appointment Address loose papers Schedule SWS Keep…

1 on 1 Accountability Meetings   Goal: To allow for scheduled meeting times privately with doctor to discuss specific tasks that are in the team members' primary job description and need to be performed daily and weekly. Implementation: Log on to www.tlc4superteams.com (core member log…

  In selecting a good coverage doctor for your office, the first thing you must do is conduct a private, one on one meeting with him or her. Have him/her observe you adjusting for approximately thirty minutes of your prime time. Then you must have…