Question: If I have two front office team members how should I divide the duties?

QUESTION: If I have two front office team members how should I divide the duties (receptionist/scheduler) and (treatment/insurance/financial coordinator)?

ANSWER: How you divide those tasks can really be done in a couple of ways. Begin by identifying where each team member shines. What are they great at and what do they like to do? Where do you see the most success from each employee? When a team member likes what they are doing, like answering the phones or ensuring the schedule is full and they are good at it, then assign that responsibility to them. Remember, others can help out in this area but one person is ultimately in charge to make sure it is getting done and done well.[mepr-show if=”loggedout”]Members only resources[/mepr-show] [mepr-active memberships=”629,630,37388,37393,37672,37676,37670,37668,37674,44674″ ifallowed=”show” unauth=”message” unauth_message=”Answer hidden, please login or purchase a membership to view.”]The upside to dividing the tasks this way is you have someone who really likes and is good at something in charge of those tasks. You are setting that person up for success!

The downside is it may be a bit confusing if what they are responsible for doesn’t flow well in the patient flow or there are tasks that no one likes to do and those are entirely forgotten. For example, someone might really enjoy answering phones and presenting treatment plans, but it is difficult for one person to do both – if you want both done well.

There is another issue when someone does not like to do a particular task like reactivation calls, but their job is to fill the hygiene schedule. In this case, reactivation calls are part of that job and if they are responsible for the schedule, they have to also be responsible for the role of trying to reactivate patients.

This actually sparked a blog that we’re going to post tomorrow – so stay tuned and check back with us for the rest of the answer![/mepr-active]

To learn more about how to manage your staff and dental team, watch this training webinar and following course module! [wpcourse course=”5″ module=”2″ module_desc=”true” /]