![]() Checklists provide accountability and improve productivity. Implementing a dental office checklist can save time and help minimize the “what should I do next” dilemma.Ĭhecklists also help to ensure that tasks are being completed on time.Įven the simplest of tasks can easily be forgotten when we get busy. The same is true if a task is left unmarked the follow-up is easy to determine why the task was left undone. If a task is marked as being completed but wasn’t, it makes it easy for the office manager to follow up with that specific team member. This is an added benefit to the dental office manager because it provides a written paper trail showing accountability. The office manager reviews all the checklists, ensuring that tasks have been completed, place their initials in the appropriate box, and then hands the checklists back out to the team at the next day’s morning huddle. The checklists are, of course, completely customizable according to your practice’s specific needs.Įach team member fills out their checklist and turns it into the office manager at the end of the workday. This is just to give you an idea of what our checklists look like and how they function. Scheduling Coord Checklist … Opens in a new window to a PDF… Hygienist Checklist … Opens in a new window to a PDF… Here’s an example of one front and back dental office checklist from our practice. Dental office checklists for smoother day-to-day schedules Try to keep all checklists to one page by using short but precise descriptions. With each task assigned to each team member, put it in a spreadsheet. Now it’s time to put everything together! ![]() Certain instruments require more frequent sharpening than others. Your hygienists may already know how frequently they need to sharpen their scalers, so be sure to allow appropriate time for what’s already being done. That being said, be sure that you’re open to input. They all need to be held accountable for their tasks. Just because they may not like a task on their list does not mean they do not have to do it. Watering the plants is not a job title-specific task.īe sure to divide the tasks equally among the team members.Įnsure that all team members know that the jobs assigned are non-negotiable. Some tasks will be self-explanatory, such as confirming appointments being added to the scheduling coordinator’s daily task list.įor other items, you may need to just choose who will be given that duty. Once the frequency has been determined, divide the tasks amongst the list of team members. Spore testing is conducted monthly, and so on. Decide how often it needs to be doneĭecide the frequency of each respected task.Īll trash cans are to be emptied daily. ![]() Start by writing down every task that needs to be done in the office.Īnd I mean everything from the front office to back.įrom answering phones, sharpening scalers, ordering supplies, paint touch-ups on wall dings, even watering the plants and changing out light bulbs. Create a master task listĬonduct a brainstorming session to create a master task list. Itemization helps ensure that everyone knows what’s expected of them in their role and will help hold them accountable for their assigned tasks. Individual accountabilityĮvery team member needs to have their own checklist, whether they’re full-time, part-time, or even an intern. Keep reading to learn the steps to follow to customize checklists for everyone on your team.
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