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The office policy and procedure manual serves as a resource to optimize the quality of care and is essential to the efficient operations of the practice. The typical page count of the manual RLM creates for clients is 150 pages.

Content includes but is not limited to:

Job descriptions

Processes

• Office
• Systems
• Accountability

All Policies

• New patients
• Patient flow
• Hygiene
• Periodontal
• Insurance
• Financial
• Scheduling
• Broken appointment
• Recare
• Marketing
• Patient retention
• Meetings
• Huddles
• Any additional custom policies

Key Performance Indicators (KPI’s)

• Monitors
• Reporting

Vision statements are future-based and are meant to inspire and give direction to team members of the practice, rather than to patients. A vision statement answers, “Where do I see my practice going?” You want it to be repeatable and memorable.

 The vision statement should be thought of as part of your strategic plan. It is a team communications tool that helps align and inspire your team to reach the practice’s goals.

 RLM will assist with:

• Facilitate clarification of practice vision
• Create Practice Vision Statement

We will work with you to create and implement your marketing plan well before opening day. At RLM, we pride ourselves on offering the flexibility to tailor our services to each practice’s unique needs.

 Some of the marketing services include:

• Determine Target Audience
• Facilitate website development and
• Create social media/review pages
• Create Welcome Packet (print and email) for new patients
• Develop In-House Membership Plan
• Strategy for Community Involvement
• External Marketing Strategy

Hiring the right team members who align with your philosophy will ensure a faster path to growing your practice.

 RLM will:

• Work with practice owner to determine wages and benefits for team members
• Recruit, hire and train team members
• Place employment ads
• Interview potential candidates
• Vet and check references
• Perform Criminal Background Checks

With so many practice management software options, it can be hard to determine the best one for your practice. Based on the needs of your practice, we will help you evaluate and determine the ideal software for your practice.

 Additionally, RLM will:

• Assist with implementation of PM software
• Facilitate team training with PM company trainers
• Work with team to ensure maximum utilization of software

Patient communication software has become essential in dental practices for confirmations, patient communication, marketing and patient retention. We will help you decide on the ideal solution for your practice, and assist in implementing it in your office.

We will help determine your Fee Schedule.

Opening week is exciting and overwhelming at the same time. We will be there to help create a smooth opening week and provide additional on-site training.

We will work hand in hand with third party vendors to get you ready for opening day. Below is a list of common vendors we assist with:

• Payroll company
• CPA
• PPO Fee Negotiation and Credentialing
• Merchant Account
• Bank
• Dental Labs
• Clearing House
• Human Relations company for HR manual
• OSHA – HIPAA compliance company
• Third party finance companies (Care Credit, etc.)
• Office Supplies
• Dental Supplies and Equipment

• Systems Implementation, training and reporting (ongoing training and reporting for a minimum of 6 months)
• Goals
• New Patients
• Patient Flow
• Hygiene
• Periodontal
• Insurance
• Financial
• Scheduling
• Treatment Presentation
• Broken Appointments
• Recare
• Marketing
• Patient Retention
• Team Meetings
• Huddles
• Establish Preliminary Goals (for first quarter)
• Production
• Collection
• New Patients
• Insurance
• Fee for Service
• Update Goals (for subsequent six months)
• Production
• Collection
• New Patients
• Insurance
• Fee for Service
• Scheduling
• Define ideal schedule and create scheduling template
• Coach team on using ideal template to meet daily goals