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monthly goal sheets and monthly meeting with Dr.

Hi, This past week I was handed a monthly goal sheet. The office I work in is becoming money orientated, less patient. I do not know how to begin filling this sheet out. In all my 36 years in dentistry I have never had to be all about production.

road blocks/issues
Help! !!!

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1 Answer

I hear far too much that practices are becoming more about the bottom line (money) than about patient care. Dentistry is a business, but our business is patients. If we are treating the patient according to their needs the money should come naturally (at least in my experience). Here are some examples for your goal sheet:
Goals: Treat patient according to their current disease state, recommend products that will enhance their homecare (fluoride toothpaste, Sonicare, etc.), offer services that will be beneficial to the patient (fluoride treatment, whitening, night guard, etc.), explain treatment needs at every appointment.
Accomplished: Here I would add your daily current production average, things you have done to make the office better, things you have done to increase patient compliance.
Road Blocks/Issues: Patient compliance, patient lack of funds for recommended treatment, no incentives or bonus for you to “push” products (if this is true for you).
Recommendations: This part depends on what you write in the previous points. If patient care is your main concern, than state it here including why.
Good luck with this! If a doctor handed me this to fill out I’d be like a deer in headlights because treating the patient has always been top priority, just like it has for you. Do your best and if the doctor doesn’t like what you wrote then he/she is certainly free to give you suggestions.

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