JOANNA CAREW

Sunday blog post, as promised. Tonight it is all about Dentally Elevate!

Dentally Elevate is a service offered from the Henry Schein team, it includes a 1-2-1 programme working collaboratively with one of their experts, focussing on fine-tuning your business.

Here’s what Dentally says you can expect the Elevate programme to cover:

I am now part way through the way through and sure enough we’re covering all of these things in bite-size chunks. Actually, it has been brilliant!

Here’s what I have experienced so far:

Kick Off Call

Once your Customer Success Manager (CSM) has been appointed, you’ll have a kick off call with them. I have been allocated a chap called Tom, and after introducing himself and the process, Tom asked me loads of questions to better understand how to tailor the programme to my goals, which is primarily to convert the practice to an associate-led model.

KPI Management

About 2-weeks later, our first training call was all about KPI management. Tom discussed key metrics, and strengths and weaknesses in our stats. Together we set about creating benchmarks for the practice currently, and goals we need to work towards.

Often in practice we don’t really know what industry standards are, nor what to aim for as best practice, however Tom has all of this data and I found it eye-opening to compare Carew Dental’s performance with these figures.

Next we deep-dived into the mechanics of pulling reports from both Dentally and Multi Practice Cloud (MPC), which is another Henry Schein product we use. Tom has a template with a full how to guide to navigate through the Dentally reporting system, and voila I can now extrapolate useful data from Dentally in no time!

Diary Management

The next call started with a brief catch up, a KPI progress update, and some signposting to webinars, training, and the Dentally community. Then we started on the next subject, diary management.

We started by looking at the appointments that take place at the practice and thinking about how effectively we are using each clinician’s diary.

We focussed on zoning and, fine tuning zones. Carew Dental already has them in place but I didn’t work them out scientifically, rather just what felt about right at the time! So having furnished me with a Perfect Day calculator, we set about reviewing our zoning at and optimising our clinician’s diaries.

Next, the conversation flowed onto appointment analysis. Having failed to find a reporting function on Dentally, I had been completing paper audits of appointment lengths and waiting times. This was laborious, relying on nursing staff remembering to print off day lists and complete them assiduously over several weeks. However, Tom showed me the magic of additional data in CSV files, and in a few clicks I can extract auditable data for any period since we opened!

Treatment Acceptance

This call is next is and scheduled for January. We’ll be talking about treatment co-ordination, the structure of assessments, and so much more! I can’t wait!

Further Topics

Then it’ll be onto New Leads and Patient Retention, and after that I think it is the Review stage to see how everything has joined together to meet our goals.

Give me a shout if you’d like to discuss any of the teaching in more detail, or go direct to the Dentally team. I’ve had a hit and miss experience with Dentally customer service in the past, but this year they completely upped their game and we have been comprehensively supported and trained so we can now maximise growth, reporting, and patient experience. I’m delighted!