Monthly Archives: January 2010

Effective Recall Systems

Effective Recall Systems: A Critical Tool for Uncertain Economic Times.

recall list picture

Recall List 1

A recall system is the heart of patient retention in every dental practice, and yet very few practices run a really good, effective system; so why is that?  I’d propose the main reason is that many practices naturally accumulate a good and reasonably loyal database of patients, so the practice remains busy even when their recall system is not optimal. In one extreme case I watched a practice principal placing hundreds of prepared recall cards into storage boxes; the dentist was already booked solidly three weeks in advance and he felt unable to manage his workload.  As our economy slows down many patients are now slower to respond to their hygiene or dental recall so this is a really good time to be tuning up your recall system, if only for peace of mind.  When a practice does slowdown, typically the hygienist’s book is the first to experience gaps, followed by associates.

Recall List 2

There are 6 parts to an effective recall system:

1. Accountability and Review

Make sure one person clearly understands that they are accountable for this critical activity.  Ask them to produce a monthly report showing each of the last 6 months. For each month show how many patients were due for recall and how many have yet to make an appointment.  Then have each provider sit with the person and discuss their individual data.  Some providers, particularly hygienists, might have a greater need for focus on their recalls compared to other providers.

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Bad weather impacts on attendance

With many anecdotal tales of increased numbers of missed appointments due to the poor weather in early January, leading practice management software company Software of Excellence, decided to conduct a poll to find out the true extent of the problem.
In an email survey conducted on Wednesday 13th January, practices responded to questions regarding levels of FTAs (Fail to Attends) and whether these had increased in the previous two week period.
For the average practice FTAs run anywhere between 0% and 6% depending on the practice and the type of recall procedures they employ. Indeed some practices admitted to having FTA figures far in excess of these.
Software of Excellence wanted to know whether the stories of increased FTAs were true, and they were. Almost 75% of practices reported an increase over the last 2 weeks due to the bad weather, and 75% of these practices reported FTAs anywhere between 9% and 40% or in some cases more. The vast majority of practices surveyed did manage to open during the period and those who did have to close, did so for between 0.5 and 3 days, depending on their locality.
These figures in themselves show just how severe the weather was or at least our inability to cope with it, but they also provide a deeper concern. Although almost half of respondents said that over 80% of patients had rescheduled missed appointments, there are worries that patients, already reducing regular dental attendance as a result of economic belt tightening, will use this as a further excuse to “opt out” of routine dental care.
Brian Weatherly, Managing Director at Software of Excellence commented “The impact of the bad weather was a quite shocking. Although we knew it would have affected practices we weren’t clear as to the extent. These figures show just how important a rigorous recall process will be for practices in the coming months, to ensure these FTAs do not become lost patients.”