THE CUE CALENDAR: ORGANIZE YOUR PRACTICE’S ENTIRE YEAR

From analyzing metrics to setting goals and filling the schedule, this is one tool that’s critical for total practice organization.

It’s called “The Cue Calendar”. We created it to give practices an idea of which important tasks need to be performed when. How many of these items are you regularly covering in your practice?

JANUARY

  • Obtain updated fee schedules from contracted PPOs
  • Begin fee analysis
  • Analyze monthly metrics reports

FEBRUARY

  • Increase fees
  • Analyze metrics reports
  • Hold a team meeting

MARCH

  • Review first quarter goals
  • Analyze expenses
  • Office spruce-up (Spring cleaning)

APRIL

  • Focus on reappointment to prepare for slow September
  • Analyze metrics
  • Run a new patient special

MAY

  • Graduation/Wedding whitening specials
  • Metrics analysis
  • Team meeting

JUNE

  • 2nd quarter goal check
  • Team appreciation event
  • Analyze expenses

JULY

  • Organize a community outreach event
  • Review monthly metrics
  • Run a reactivation campaign

AUGUST

  • First reminder for end of year benefits
  • Analyze metrics
  • Sports guards/back-to-school special

SEPTEMBER

  • 3rd quarter goal check
  • Performance reviews
  • Back -to-school whitening special

OCTOBER

  • Metrics analysis
  • Begin process of renegotiating insurance fee schedules
  • Fall spruce-up

NOVEMBER

  • Send 2nd reminder for end of year benefits
  • Monthy metrics reports analysis
  • Food/coat drive as part of community outreach

DECEMBER

  • 4th quarter goal check
  • Set calendar for next year
  • Create goals for next year

These are just a handful of tasks included in the calendar. If you’d like a free copy of our entire 12 month Cue Calendar, you can email us at info at compassdps.com, or download it here. Use it all year long to make sure nothing falls through the cracks, and the whole team stays on top of your goals!

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