Heather Crockett is a Lead Practice Coach at ACT Dental who finds joy in not only improving practices but improving the lives of those she coaches as well. With over 20 years of combined experience in assisting, office management, and clinical dental hygiene, her awareness supports many aspects of the practice setting. Heather received her dental hygiene degree from the Utah College of Dental Hygiene in 2008. Networking in the dental community comes easy to her, and she loves to connect with like-minded colleagues on social media. Heather enjoys both attending and presenting continuing education to expand her knowledge and learn from her friends and colleagues. She enjoys hanging out with her husband, three sons, and their dog, Moki, scrolling through social media, watching football, and traveling.
Blocking Your Schedule (Designing Your Day)
Schedule blocking and its benefits.
Just like our clinical schedule is designed for the ideal day, your admin schedule should be as well
Plan for undisturbed time for important tasks like follow-up systems (ie insurance claim follow-up, collections, hygiene recare, unscheduled treatment)
Tips for balancing patient appointments, administrative tasks, and breaks throughout your work day.
Implementing effective checklists
The power of a checklist in streamlining operations
How checklists can reduce errors or things falling through the cracks
We will use the Triple Win Weekly Checklist to participate in an Interactive Activity
Attendees will create their individualized checklists tailored to their office needs.
Defining clear roles and responsibilities
Clarity around each admin team member’s responsibilities
Common roles/responsibilities—role-specific checklists
Set up user permissions in Dental Intel, determine what roles have what user preferences based on responsibilities
Deep Dive into Dental Intelligence
Managing follow-up systems
Automation of reminders
Task assignments and notifications
Using the dashboard to track tasks all in one place
Task Completion Monitoring
Creating, assigning, and tracking tasks
Analytics for monitoring task completion/results–Fostering accountability
Reports providing details on task completion rates and team performance
Efficient patient engagement
Ability to personalize communication; patient segments and tailored messages
Surveys and Feedback; utilizing feedback from patients to improve service
