
Working on recare and reactivation stinks!
Why should you be responsible for calling your
patients? After all, it’s their job to remember!
I’ve heard this said plenty of times from team
members and doctors, and if you haven’t said
it, I’ll bet you’ve thought it!
However, the statistics show if you don’t
call your patients, they think you don’t care.
Recare and reactivation is actually one of the
most important jobs in a dental practice! There
are three reasons why. First, it’s the truest form
of marketing because you are staying connected
with your patient base. Second, when hygiene
production goes up, the practice goes up. And
third, the hygiene appointment is important
for the patient’s health.
Your job is to do your best to be certain
your patients obtain the dentistry they deserve!
We know not all patients value dentistry, but
on a day-to-day basis, how well do you educate
and create value for the services that your
patients need?
It’s not “just” a cleaning anymore. Recent
research now links periodontal disease with
heart attacks, strokes, oral cancer, diabetes, low
birth weight babies, autoimmune diseases,
Alzheimer’s, early onset dementia and erectile
dysfunction. Are you brushing yet?
How do you feel about the job of recare and
reactivation? For some team members, recare and
reactivation is a slippery, slimy job that is quite
easy to put off when we become busy. Yet, getting
the patients back in is foundational to the success
of your practice. Do you measure your activity in
this department? Have you set standards for the
program and set aside the necessary time to work
on this very important project?
You must be accountable, and keep your
team accountable, for measuring work and
results. To hold someone accountable, first one
person needs to be in charge. Others can and
should help when they have the time. There is
never any down time in a dental practice.
In a general practice, pediatric and periodontal
practice, you’ll find when hygiene goes up, the
practice goes up! Build up hygiene and you won’t
be slow! Don’t be reactionary with recare. You
need to be proactive to be effective. This is a front
office responsibility; not a hygiene department
responsibility. The hygiene department can help
though. If recare is a hygienist job, she’ll work it
when she’s not busy. Then, she gets busy and
recare isn’t worked. It’s an up-and-down cyclical
event. Effective recare systems are proactive rather
than reactive and have consistent effort.
With recare and reactivation you need one
person responsible. This person should be
trained and clearly understand the expectations.
Others can help but one is in charge. He
or she has time frames to work on the project.
The best chunks of time are two to four hours
per week per doctor, and the best times of the
day and week tend to be between 4 and 6 p.m.
Tuesday, Wednesday and Thursday, and then
from 9 a.m. to 12 p.m. on Saturday. Finally,
with all projects in your practice, there should
be a due date. For instance, by which date will
the last year, past due, all be contacted? The
key, after setting up this process, is to then follow
up during the working time frame. Don’t
wait until the due date to follow up!
In dentistry, there is always work to do –
marketing, recall, systems, setting up for team
meetings, morning huddles and meetings by
department, training team members, etc.
With regards to the work in a practice, the
entire team needs to know where it needs to
be at any point in time. This is quite plainly
called accountability.
The Recare System
For recare and reactivation to work, you
need accountability.
The recall list needs to be a priority and the
overall responsibility of one front office person.
They should be making 20-plus calls per day, in
addition to his or her dedicated time away from
the front desk for uninterrupted time. When the
person has two hours of uninterrupted time, he
or she can call 20 to 40 patients. The objective is
to get the patient on the phone!
The person on this call needs to be upbeat
and enthusiastic about this job. It’s not a job for a
“list checker.” I recommend a headset so he or she
can stand up and move around when making
calls; moving around helps keep the energy level
up. This person also needs a great phone voice,
needs to be cheerful, but not too chatty, efficient,
friendly and considerate of the patient’s time.
Remember if you actually catch the patient,
you’re likely interrupting from what he or she is
doing. Be friendly, efficient, but also also considerate
of the patient’s time.
The person in charge needs to report his or her
efforts and results to the office administrator
(manager) or the doctor on a weekly basis until the
system is caught up, then should report monthly.
As stated before, the recall/reactivation list
needs to be worked on approximately two to four
hours weekly once it’s caught up; if behind, you’ll
need more time. The list should be divided into
four parts of the alphabet, and each part is
worked each week of the month. First, work your
most current year past due, then work on the year
prior. Call, set the report aside for two to three
months, then call again, wait two to three
months, call again and then finish two to three
months later with a letter. Don’t call too much or
too often or you’ll appear to be desperate.
You can continue to go back through past
years and stay connected for up to five years back,
by touching base once or twice a year.
One-third of your patient base will only
come in when something hurts or breaks. I’ve had some dentists say, “I don’t want these patients
anyway. They’re not good patients.”
However, these are the patients who typically
need a lot of dentistry. This is where I find my
full-mouth reconstruction cases. Your goal is,
when something breaks or hurts, for these
patients to think of your practice.
It would feel odd to contact someone you
haven’t stayed in touch with for more than two
years, wouldn’t it? For the longer past-due
patients (who you haven’t touched base with)
consider sending a letter to warm the patient
up for a phone call.
If the patient is two years or more past due,
this patient will, most likely, need more than a
regular cleaning time. The best way to see a
reactivated patient is to first schedule into the
doctor’s column for an exam and X-rays (check
on past due FMX) then into hygiene. If the
patient is a younger, healthy patient with a
clean mouth, however, and saw a dentist in the
interim, he or she can be directly scheduled
into hygiene.
Why bother with all of this? Consider this
calculation of just two open time-slots in your
schedule. If you estimate that the recall exam,
X-rays and a cleaning are $200 on average,
then not filling two time slots would cause a
loss of $400 a day in hygiene. If you’re working
4.5 days per week, that’s $1,800 a week; with
four weeks in the month (assuming vacation
time during the year) that’s a loss of $7,200 per
month, or $86,400 annually.
However, two-thirds of restorative comes
from hygiene. The other third is from emergency
patients and new patients. Statistically and conservatively, you can safely triple the
hygiene loss annually and estimate the loss to
the practice due to two openings in hygiene per
day: $86,400 times three is $259,200 estimated
lost revenues in the restorative department. If
you add in the loss of hygiene, the total loss to
one practice (with just two openings per day in
hygiene) in a year is $345,400!
Verbal scripting is important. You never
want to look needy or desperate. A systematic
approach is crucial. Work from a report;
document your activity; have a systematic
approach. This job requires chunks of time
away from the front desk; work daily in
between patients and the help of others. You
should consider focused, pinpoint consulting
to help set this system up if you’re not certain
of your current effectiveness.
If you are thinking: “I don’t have a place to
put all of these people!” Wonderful: Now we
should talk. Can you reorganize hygiene and
make this department more effective? Another
concern I commonly hear is not getting return
calls. If this is a problem, evaluate the team
member in charge. Is he or she excited and
enthusiastic about this very important role?
Second, is he or she calling during the best
times? Third, does the front office have the
“non-patient” time they need? And last, do
you, the doctor, or office manager value this
person’s efforts and energy in this task?
It is very important that your team be
enthusiastic and positive about recare. With an
effective recall system, you will immediately see
the improvements in the operative side of the
practice as well as in hygiene.
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