Strategic Annual Planning for the Dental Practice

Claire Dickinson, MS

With over 25 years of experience in dentistry and a bachelors degree in Business Management and a masters in Organizational Management and Leadership, Claire will serve as our Operations Director here at Puget Sound Periodontics. Claire’s love of dentistry as well as business has brought her to us to serve in this role.

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In today’s episode, Claire Dickinson and I dive into the critical topics of annual planning, the rising potential of AI in dental practices, and the undeniable benefits of outsourcing. Our conversation began with the importance of scheduling the annual planning sessions mid-year. This approach allows us to set clear goals, determine efficient schedules, and make accurate financial projections for the upcoming year. It’s a proactive strategy that ensures we are prepared and can hit the ground running as the new year begins.

One of the most exciting parts of our discussion was exploring the potential applications of AI in dental practices. AI is no longer a futuristic concept; it’s becoming a practical tool in our daily operations. We discussed how AI could revolutionize tasks such as insurance verification, clinical note documentation, and fee schedule comparison. Imagine the efficiency and accuracy improvements when AI handles these repetitive tasks, freeing up our time to focus on patient care and other critical aspects of our practice.

We also touched on the advantages of outsourcing certain administrative tasks to specialized companies. Outsourcing can be a game-changer for dental practices. By delegating tasks like billing, insurance claims processing, and patient communications to experts, we can improve efficiency and reduce costs. These specialized companies have the expertise and resources to handle these tasks more effectively than we could in-house. This allows our team to concentrate on what we do best—providing exceptional dental care.

In summary, annual planning, AI integration, and strategic outsourcing are key components that can significantly enhance the efficiency and success of a dental practice. By planning ahead, embracing new technologies, and leveraging external expertise, we can streamline our operations and ensure a smoother, more productive year ahead.

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Novonee