Navigating Dental Insurance Podcast (SayNoToPPOs.com)
Navigating Dental Insurance Podcast (SayNoToPPOs.com)
This podcast.blog teaches the best practices for cash flow, recurring revenue, Membership plans, PPO Fee negotiation, insurance best practices, marketing, reducing your dependence on dental insurance and building a fee for service practice.
Jordon Comstock

Automatic Vs Manual Management for an In-House Membership Program

12/15/2017 2:02:02 PM   |   Comments: 0   |   Views: 481
In-house membership programs are a powerful tool for your practice. They help you attract quality patients, retain patients, generate recurring revenue and can be used as a case acceptance tool. To manage and scale a successful in-house membership program can be hard and requires marketing, communication with patients and a system to organize, monitor and automate tasks. I see so many practices trying to create membership programs and manage them manually when there are better ways to grow and manage an in-house membership program. 

For example would your practice bypass the efficient systems and technology today when it comes to practice management or practice communication and make your staff members use a paper calandar to manage your schedule? I doubt you would allow this. Managing an in-house membership program is a lot like managing your own insurance company, why would you set up an inefficient system and require your staff to manually manage a membership program without some organization and assistance?

Here are some big differences that I have seen between manual management and automatic systematized management.


Manual Management:

Manual membership management involves an overwhelming amount of paper and revolves around inefficient processes. Here’s a step-by-step guide to how burdensome these traditional management programs are to dental staff.

        
  1. - Office staff creates a paper enrollment form for patients. This form also requires frequent changes and updates.
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  5. - Employees give the enrollment form to patients in person for them to complete in the office.
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  9. - Once the form is complete, the office staff files it away into a binder.
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  13. - To maintain an active membership, a dedicated member of the office staff has to personally call every participating patient and obtain their credit card number and ask permission to run their credit card for payment to maintain active dental membership. This is done monthly, quarterly or annually. If a card is declined, this requires additional follow-up calls to patients. 
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  17. -All dental quotes for patients are filed in their dental records.
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  21. - The program is manually run by a staff member, what happen if that staff member quits or gets fired? the program will crumble because of the lack of foundation
        
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  1.         Automatic/systematized management:
           
            When you use an automated system or software you will be more organized and if your staff member quits or gets fired you have a process and system that you can rely on vs sole relying on your staff.
           
            - Patient online enrollment forms can help your staff save time by delegating the on boarding and registration task to patients.
           
            - Metrics Dashboard allows you to understand the numbers about your program. Membership programs are a marketing, retention and case acceptance tool for your practice, if you do not know your numbers you will never understand the benefits of your program
           
            - Member management : organizing credit cards and making sure you are HIPPA compliant and PCI compliant can be a challenge. If you store credit card information on paper you may be violating PCI compliance regulations. A software tool can easily help you solve this problem.
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  5. - Automated renewals and payments: A system that can manage automatic payments and renewals is essential for growing a program and relieving your staff from tedious work. 
           
            - A membership software tool will work 24/7 and is more affordable then hiring a full time or part time employee to manage your program. here is a table of the estimated costs of managing a membership program manually vs automatically:

           
           
            Automatic Vs manual management for an in-house membership program
           
            Conclusion
           
           
    If you are considering creating and growing a successful in-house membership program and are interested in running your program membership program and are interested in running your program 
    efficiently we would love to show you how BoomCloud Dental membership software can help save you money, give your team accountability, and provide a proven system to effectively scale and grow your in-house membership program. In the table above you will see that having a team member manage a system manually that it will cost a lot more than having a software system manage the bulk of the program. 
           
            We would love to show you how BoomCloud Dental Membership Software can help save you money, give your team accountability, and provide a proven system to effectively scale and grow your in-house membership program.
           
            You can visit our website here - www.boomcloudapps.com        
                            
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