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ORTHODONTIC CONSULTING AND YOUR PRACTICE

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BEST
Consultant
Golden
Molar
2023

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BEST
Consultant
Golden
Molar
2023

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BEST
Consultant
Golden
Molar
2023

At Shimmin Consulting our orthodontic consultants have the expertise to implement solutions into your practice that are strategic, clear and measurable. They are specifically designed to drive not only practice growth but also to improve the experience for your patients from their first point of contact through the entire treatment process in your practice.
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We target all phases of the business, creating specialized programs that are tailored to the specific needs of your practice. Our solutions have been developed to target these areas and deliver not only immediate results but long lasting returns to your practice because we are not putting a band aid on any part of your business, we are developing new behaviors that will deliver new results Through the training and programs outlined below you will see major changes to the following areas of your practice:
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  • Management and Practice Processes

  • Financial Processes and Reporting

  • New Patient Case Acceptance

  • Treatment Profitability

  • Marketing Solutions

  • Team Accountability and Empowerment

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Along with our customized consulting approach to every practice we develop hands on "playbooks" for every position within your practice to enable accountability within the role, set clear and written expectations and allow for cohesive transitions between team members. Below is a summary of the roles we focus on developing within your team:
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TREATMENTCOORDINATOR

VIRTUALCOORDINATOR

FINANCIALCOORDINATOR

Experience the transformative power of our Treatment Coordinator Intensive Training at Shimmin Consulting! Dive deep into cutting-edge psychological sales techniques, designed to unlock the secrets of connecting with every new patient on a profound level. Our program goes beyond conventional methods, encouraging Treatment Coordinators to think innovatively and 'outside the box', ensuring they master the art of influence and connection. Through personalized 1-on-1 coaching, we empower treatment coordinators to excel in every aspect of the examination process, equipping them with the skills to deliver compelling and tailored messages to every prospective patient.

Unlock the potential of your team with our indispensable guide to implementing and managing the virtual/digital coordinator role. This comprehensive manual offers a detailed roadmap, including step-by-step instructions, best practices, and invaluable insights to optimize the performance of your virtual digital coordinator. Seamlessly integrate this pivotal role into your practice's patient flow, from defining responsibilities to leveraging digital tools and platforms for an enhanced patient experience. With our guidance, expect to increase patient contacts by up to 400% while reducing in-office visits during treatment. Whether you're establishing a new virtual role or refining existing practices, we're here to ensure your success in the digital era.

Transform your practice's financial health with our comprehensive approach to reporting. Beyond mere 'daily deposits,' we recognize the importance of clear and insightful financial insights. Our direct training with your financial coordinator focuses on mastering the collections process to ensure you collect 100% of monies owed. Our manual offers clear instructions and detailed financial reports for End of Month, End of Year, and Executive Summaries. These reports cover crucial metrics including new patients, collections, production adjustments, insurance, and monthly/yearly averages, providing a clear snapshot of your practice's direction. With this invaluable resource, you'll swiftly identify areas of concern before they escalate, ensuring sustained success.

SCHEDULINGCOORDINATOR

Equip your scheduling coordinator with the ultimate resource manual, covering every aspect of their multifaceted role within your practice. From seamlessly scheduling new patients to executing effective Family Care and Observation Programs, managing the in-house Tooth Club, and more, this comprehensive guide has you covered. We provide scripting, documents, and letters for new patient reporting, scheduling protocols for cancellations and no-show appointments, efficient letter processes, purposeful morning huddles, and systems to streamline patient treatment times. Your scheduling coordinator becomes the gatekeeper to a healthy, patient-centered practice, ensuring smooth operations and exceptional care delivery at every step.

CLINICALCOORDINATOR

During the clinical training process, we collaborate with you and your team to establish an efficient workflow throughout your practice, tailored to meet the needs of all patients. Your team will receive comprehensive training on ordering and inventory processes, with a focus on streamlining operations within your office. We provide extensive scripting and training for the entire clinical staff to enhance efficiency in patient flow. Additionally, we equip you with the tools necessary to implement a Clinical Lead role, along with training on the goals and purpose essential for ensuring smooth clinic operations and seamless doctor flow throughout the facility.

PRACTICEMANAGER

Discover the distinction between being a manager and a leader. Our program empowers you to inspire and maximize the potential of your team members through proactive leadership. Gain access to a comprehensive suite of documents and processes aimed at cultivating the dream team you've always envisioned, utilizing the staff you already have. We delve into staff development, refining job descriptions, enhancing clinical training, and facilitating effective business meetings. Moreover, we provide guidance on clear goal setting and implementing a robust bonus structure with a heightened level of accountability, yielding remarkable results.

HUMANRESOURCES

Unlock the power of our Human Resources toolkit, equipping you and your office manager with the essential resources for establishing a compliant and accountable HR process in your office. The expert team at Shimmin Consulting will guide you through implementing these processes and provide ongoing support to your team members throughout. This comprehensive manual encompasses everything from forms for Disciplinary Actions to clear and comprehensive job descriptions, New Hire Ads, New Hire Documents, Performance Evaluation processes, Employee goal-setting forms, Employee benefit letters, and Vacation Request Forms

MARKETING

Our Marketing program is meticulously crafted to devise a comprehensive plan leveraging your internal resources effectively, including time and finances. Our manual is tailored for internal employees, empowering them to execute a successful marketing program within your office. It provides insights on tapping into both internal and external opportunities within your practice, community, patients, and professional partnerships, maximizing your marketing investment and time allocation. By implementing these strategies, you'll cultivate a strong brand presence and enhance practice recognition in your community. Our clients gain valuable understanding on maximizing impact and ensuring the success of marketing efforts.

TEMPLATESTALK TRACKS

Our comprehensive templates and talk tracks serve as invaluable resources and coaching tools for facilitating effective communication within your office, whether it's with patients, parents, or professional partners. By leveraging these resources, you can ensure a clear and consistent message, enabling everyone to stay informed about your practice and their treatment journey. Our templates not only establish a repeatable system of communication but also ensure the delivery of comprehensive information. Additionally, our talk tracks empower you to transform every patient and parent into a walking, talking referral source, while equipping every member of your team to serve as an educator and influencer on behalf of your practice.

After and in-depth consultation with you, Shimmin Consulting will provide recommendations and a proposal based on your needs and desires, as well as your time and financial investment availability with no-interest payment options available.
 
In addition, we will analyze your overhead expenses, Profit and Loss statements and your hourly doctor/assistant value so you can run as lean and profitable as possible.
 
You will be partnered with an expert consultant at Shimmin Consulting, who will remain alongside you throughout the entirety of the scope of work together.
 
Our comprehensive Orthodontic Consulting program includes:
 
          1.   Onsite trips with you and your team for 2 trips throughout the duration of our consulting.
 
          2.   A “Team Building Workshop” and direct implementation training sessions during our initial time together to lay solid         
                foundations for the systems we will customize and implement together.
 
          3.   Weekly phone and/or zoom coaching sessions with your team that are recorded for additional resources to you. This provides
                 you and the team continued training and accountability ensuring we meet the goals and get you the results you desire. This
                 includes position training, scripting and role-play with your team. 
 
          4.   Continued metric evaluation to ensure we identify areas of concern before they become problematic and provide clear
                 recommendations and tools for you and your team.
 
          5.   We are here as an expert and resource to you and ...
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WE ARE COMMITTED TO YOUR SUCCESS!!!
To learn more about how we can partner with you and your team and for a free consultation appointment to discuss your practice concerns, contact us below. Also find out what people are saying about us and how we have impacted their practices.
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