Meeting Policy

This Office Manager resource contains a suggested list of meeting that should happen along with the purpose of the meeting and the suggested increments.


Meeting Policy

Production in a dental office is important but if the office only focuses on production then eventually the office will start to become disorganized and result in decreased production. The reason for the decreased production is no time allotted for meetings and times to get more organized or to get organization addressed. Therefore, it is vital that regular meetings are scheduled and held throughout the month and the year. This policy contains a suggested list of meeting that should happen along with the purpose of the meeting and the suggested increments.

DAILY

Morning Huddle every day – this meeting is to focus on the day ahead, discuss the patient’s scheduled as well as what everyone’s part will be in making the day run smoothly and any goals the team is trying to accomplish with that day.

  • No need to set meeting time in schedule – should be done everyday minimally 20 min before the first patient of the day. Suggested time is 20 minutes minimum but 30 minutes preferred.

WEEKLY

Executive Meetingweekly – the attendees of this meeting are the owner, the office manager and any other key decision makers of the practice. The weekly statistics are reviewed during this meeting as well as discussion and decisions of how to either improve the next week or if things are going well, how to keep them going well.

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