"There is a hierarchy in setting up your Dentrix appointment book. It is important both for the visual aspect and also getting accurate data analytics" ~ Dayna Johnson, Dentrix trainer and workflow expert.

In this conversation, Dayna Johnson discusses the importance of mapping out your schedule in order to give your team a roadmap for success. She explains how to set up your appointment book in Dentrix to ensure accurate analytics and visual aspects. Dayna goes through the hierarchy of appointment book setup, including global default settings, practice schedule, provider setup, and operatory setup. She also discusses workstation-specific settings, such as views. By properly setting up your appointment book, you can make data-driven decisions and improve the efficiency of your practice.

Chapters 👇

00:00 Mapping Out Your Schedule for Success
02:53 The Hierarchy of Appointment Book Setup
05:36 Importance of Accurate Appointment Book Setup for Analytics
11:23 Visual Aspects of Appointment Columns and Treatment Rooms
15:14 Workstation-Specific Setup: Views

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#117 Dentrix Appointment Book Setup for Analytics and Visuals

In this episode, Dayna Johnson interviews Rebecca Herring about the role of virtual assistants in healthcare operations, particularly in dental practices. They discuss the challenges of staffing, the benefits of hiring virtual assistants, and the importance of proper onboarding and training. The conversation highlights how virtual assistants can alleviate burnout, improve efficiency, and ultimately contribute to the growth of dental practices. Rebecca shares insights on how to effectively integrate virtual assistants into a team and the positive impact they can have on practice management.

Takeaways

➡Virtual assistants can help alleviate staffing issues in dental practices.
➡Proper onboarding and training are crucial for virtual assistants' success.
➡Virtual assistants should be integrated into the practice culture.
➡Identifying tasks to delegate can improve efficiency and reduce burnout.
➡Virtual assistants can handle administrative tasks like insurance verification and phone support.
➡Hiring virtual assistants can lead to increased productivity and reduced overhead costs.
➡The work ethic of virtual assistants from offshore locations is often very strong.
➡Practices should consider the long-term benefits of hiring virtual assistants.
➡Communication tools can help integrate virtual assistants into the team.
➡Thinking outside the box can lead to innovative staffing solutions.

Chapters

00:00 Introduction to Virtual Assistants in Healthcare
11:20 Onboarding and Training Virtual Assistants
19:36 The Impact of Virtual Assistants on Practice Efficiency
26:37 Final Thoughts on Virtual Assistants and Practice Growth

You can contact Rebecca on her LinkedIn page here: https://www.linkedin.com/in/rebecca-herring-dental-experience/

Book a FREE consultation with Rebecca: https://www.yourtdcoach.com/

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Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

#150 Hiriing a Virtual Team Member with Rebecca Herring

In this episode, Dayna Johnson discusses the various note-taking functionalities within Dentrix, emphasizing the importance of efficient note management for dental practices. She explores different modules such as the appointment book, family file, patient ledger, and patient chart, detailing how to effectively utilize each note type to enhance communication and patient care. The episode serves as a mini training session, providing practical tips and a downloadable tip sheet for listeners.

Takeaways

➡Understanding where to make notes is crucial for efficiency.
➡Different types of notes serve different purposes in Dentrix.
➡The appointment book has specific note features for daily reminders.
➡Family file notes can enhance patient relationships and loyalty.
➡Guarantor notes are important for family account management.
➡Clinical notes must document what happened during the visit.
➡Procedure notes help clarify treatment plans for patients.
➡The office journal is a centralized place for patient communication.
➡Pop-ups can alert staff to important patient information.
➡Daily billing statements are essential for financial tracking.

Chapters

00:00 Introduction to Note-Taking in Dentrix
02:53 Exploring the Appointment Book Notes
06:12 Understanding Family File Notes
08:59 Navigating Patient Ledger Notes
11:48 Diving into Patient Chart Notes
18:04 General Notes and Alerts in Dentrix
23:50 Conclusion and Resources

Want a printable, easy-to-follow guide for your whole team? Download the Dentrix Note Tip Sheet https://membership.novonee.com/notes_and_documentation?_ga=2.215580372.2117520768.1742825648-1710351467.1734448158 and keep it handy at every workstation. It’s perfect for training new hires and keeping everyone on the same page.

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Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

#151 Where to Make Notes in Dentrix

In this episode, Dayna Johnson and Claire Dickinson discuss the impact of AI in the dental industry, addressing common fears and misconceptions while highlighting the benefits of AI as a tool for operational efficiency. They explore how AI can augment roles rather than replace them, the importance of protecting patient information, and practical applications of AI in both professional and personal contexts. The conversation emphasizes the need for continuous learning and adaptation to new technologies in order to thrive in the evolving landscape of healthcare.

Takeaways
➡AI is perceived with both fear and excitement in the dental industry.
➡Concerns about job security due to AI are prevalent among dental teams.
➡AI can enhance operational efficiency by automating tedious tasks.
➡It's crucial to reassure teams that AI is an augmentation tool, not a replacement.
➡Protecting patient information (PHI) is essential when using AI technologies.
➡Continuous conversation about AI's benefits can alleviate fears.
➡AI can assist in creating policies and operational documents quickly.
➡Using AI for transcription can enhance engagement during performance reviews.
➡AI can help with personal tasks, such as meal planning and scheduling.
➡Embracing AI is vital for staying relevant in the industry.

Chapters

00:00 Introduction to AI in Dentistry
02:04 Addressing Fears Surrounding AI
08:01 AI as an Augmentation Tool
13:54 Protecting Patient Information with AI
19:05 Operational Efficiency through AI
24:51 Embracing AI in Personal Life
29:04 Conclusion and Contact Information

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Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

#152 Fear and Excitement in AI with Claire Dickinson

In this episode, Dayna Johnson discusses the critical aspects of perio charting in dental hygiene, emphasizing its importance for diagnosing periodontal disease. She shares practical tips for enhancing efficiency, including the use of keyboard shortcuts and custom scripts in Dentrix software. The episode also covers how to document exam information effectively and the benefits of copying this information into clinical notes for better patient care and insurance documentation.

➡Perio charting is essential for diagnosing periodontal disease.
➡Hygienists must prioritize time for perio charting.
➡Custom scripts can enhance efficiency in perio charting.
➡Keyboard shortcuts streamline the perio charting process.
➡The bleeding all button simplifies documentation of bleeding.
➡Exam information can be crucial for insurance claims.
➡Documenting clinical observations is important for patient records.
➡Stage and grade of periodontal disease should be included in charts.
➡Copying exam information to clinical notes saves time.
➡Continuous learning about software features is vital for hygienists.

Chapters

00:00 Introduction to Perio Charting
10:09 Utilizing Keyboard Shortcuts
16:28 Copying Exam Information to Clinical Notes

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Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call


#153 Dentrix Perio Chart Shortcuts

Mackenzie Richter is the Vice President, Global Commercial Digital Workflow Solutions at Henry Schein, responsible for vision, strategic direction, commercialization, growth and performance of our new critical workflow initiatives.   
With over 25 years of experience, Mackenzie brings a deep understanding of both the digital dental workflow and the dental practice environment, having "grown up" working in her family’s dental practice. Throughout her career, she has consistently driven innovation, growth, and financial performance. The 3-Click Dentistry concept was born from conversation she had with her brother and has now moved into action.
In this conversation, Mackenzie discusses the evolution of dental technology and its impact on practice management. She emphasizes the importance of integrating AI and simplifying workflows to enhance efficiency and patient care. The discussion covers the challenges faced by dental practices, the concept of three-click dentistry, and the future of digital workflows, including innovations in night guard production.

Takeaways
➡Mackenzie Richter has a deep-rooted background in dentistry.
➡Technology can transform dental practices significantly.
➡AI can enhance patient treatment acceptance rates.
➡Simplifying workflows is crucial for dental teams.
➡3-click dentistry aims to reduce complexity in processes.
➡Integration of imaging and scanning technologies is essential.
➡Consistent documentation improves practice efficiency.
➡Future innovations will focus on accessibility and ease of use.
➡Night guards can be produced more efficiently with new technology.
➡The dental industry is continuously evolving to improve patient care.

Chapters

00:00 Introduction to the International Dental Show
03:11 The Impact of Technology in Dentistry
06:04 Challenges in Dental Practice Management
08:46 Three-Click Dentistry Explained
11:53 Integration of Imaging and Scanning Technologies
14:47 Future Innovations in Dental Workflow
17:54 Simplifying Night Guard Production
21:04 Conclusion and Future Outlook

Learn more about the 3-Click Digital Dental Workflow at: https://www.henryschein.com/IDS2025

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Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

#154 Interview with Mackenzie Richter - 3 Click Dentistry

In this episode of the High Performing Dental Team podcast, Dayna Johnson interviews Dr. Ryan Hungate at the International Dental Show in Cologne, Germany. They discuss the collaboration between FDI and Henry Schein on integrating electronic health records in dentistry, the importance of universal data platforms, and the potential for reimbursement changes in dental practices. The conversation highlights the need for seamless communication between dental and medical professionals to improve patient care.

Takeaways
➡The International Dental Show is a significant event for dental professionals.
➡Dr. Ryan Hungate has transitioned from practicing orthodontics to focusing on strategic roles in dental technology.
➡The collaboration between FDI and Henry Schein aims to integrate health records across dental and medical fields.
➡Eight core health indicators are being developed to enhance patient care.
➡The Universal Data Platform allows for better data sharing between dental practices and medical professionals.
➡Payers may reimburse for new health indicators and tests that improve patient outcomes.
➡Integrating health records can streamline workflows in dental practices.
➡Dental professionals are encouraged to adapt to new technologies without extensive retraining.
➡The importance of collaboration in the dental industry is emphasized.
➡Innovative solutions are needed to incorporate health screenings into regular dental visits.

Chapters

00:00 Introduction to the High Performing Dental Team Podcast
04:48 The Collaboration Between FDI and Henry Schein
09:51 Integrating Health Records in Dentistry
13:43 The Role of Universal Data Platform

Click here to download the Consensus Statement: https://fdiworlddental.org/consensus-statement-integrated-electronic-health-records

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Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

#155 Interview with Ryan Hungate FDI Integrated Electronic Health Records Project

Dayna Johnson discusses her interview with Dr. Ryan Hungate, Chief Strategy Officer for Henry Schein One, focusing on the collaboration between FDI and Henry Schein on a new electronic integrated health records project. The conversation highlights the importance of integrating oral health records with overall healthcare, emphasizing the need for better accessibility and collaboration among healthcare providers. Dayna outlines eight core oral health indicators for integration that will enhance patient care and documentation in dental practices.

Takeaways

➡️FDI is the World Dental Federation focusing on global oral health advocacy.
➡️The collaboration between FDI and Henry Schein aims to improve electronic health records.
➡️Integrated health records can enhance patient care and coordination among providers.
➡️Dayna emphasizes the need for better access to patient records in dentistry.
➡️The electronic health records project has been in development for five years.
➡️There are eight core oral health indicators for integration in dental practices.
➡️Dayna plans to provide more resources and podcasts on these indicators.
➡️Improving health history documentation is crucial for patient safety.
➡️The new Dentrix Imaging Center will facilitate better sharing of diagnostic images.
➡️Collaboration in healthcare is essential for comprehensive patient care.

Chapters

00:00 Introduction to the Interview with Dr. Ryan Hungate
07:09 The Importance of Integrated Health Records
20:51 Core Oral Health Indicators for Integration

CLICK HERE to download the Consensus Statement launched from FDI: https://fdiworlddental.org/fdi-releases-consensus-paper-integration-oral-health-electronic-health-records

Connect with Dayna: https://fdiworlddental.org/fdi-releases-consensus-paper-integration-oral-health-electronic-health-records





#156 The Eight Core Health Indicators for Integration

In this episode, Dayna Johnson interviews Dr. Laura Schwindt, a dentist and entrepreneur focused on holistic well-being and empowering high-achieving professionals. They discuss the importance of life coaching, the Heroic Life Coaching Program, and how to discover personal virtues. The conversation emphasizes the significance of team dynamics, support, and the ripple effect of well-being in the workplace. Dr. Laura Schwindt shares insights on addressing resistance in coaching and the science behind happiness and productivity, concluding with a call to action for those feeling overwhelmed to seek help.


Takeaways

➡Dr. Laura Schwindt emphasizes the importance of addressing burnout in high-achieving professionals.
➡Life coaching can provide critical support during challenging times.
➡Personal virtues play a significant role in individual fulfillment and success.
➡The Heroic Life Coaching Program combines ancient wisdom with modern science.
➡Team dynamics greatly influence workplace morale and productivity.
➡Awareness and support among team members can enhance overall well-being.
➡Challenges are opportunities for growth and self-improvement.
➡Improving employee happiness can lead to increased productivity.
➡Curiosity can help overcome resistance to new ideas and practices.
➡Seeking help is a sign of strength, not weakness.

Chapters

00:00 Introduction to High Performing Dental Teams
03:04 The Journey of Dr. Laura Schwindt
06:07 The Importance of Life Coaching
09:10 Understanding the Heroic Life Coaching Program
11:50 Discovering Personal Virtues
14:49 Team Dynamics and Support
17:50 The Ripple Effect of Well-Being
20:58 Addressing Resistance in Coaching
23:55 The Science Behind Happiness and Productivity
26:59 Conclusion and Call to Action

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Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

#157 The Ripple Effect of Well Being in the Workplace with Dr. Laura Schwindt

In this podcast, Dayna Johnson discusses the integrated health records project with FDI and Henry Schein, focusing on the importance of documenting periodontal health as a core oral health indicator. She emphasizes the necessity of efficient periodontal charting in dental practices and shares innovative solutions, including the use of AI technology, to streamline the process. The conversation serves as the first part of an eight-part series aimed at preparing dental teams for the integration of these health indicators.

Takeaways

➡The integrated health records project aims to improve oral health documentation.
➡Periodontal health is a critical indicator for patient diagnosis.
➡Efficient systems are essential for effective periodontal charting.
➡Many practices struggle with time management for periodontal procedures.
➡AI tools like BOLA AI can enhance the charting process.
➡Alternating imaging and charting can save time in practices.
➡Dedicated hygiene assistants can improve efficiency in dental offices.
➡Proper coding is crucial for accurate periodontal health reporting.
➡Understanding patient needs is key to effective dental care.
➡This podcast is the first in an eight-part series on oral health indicators.

Chapters

00:00 Introduction to Integrated Health Records Project
01:54 The Importance of Periodontal Health
04:12 Implementing Efficient Periodontal Charting
07:04 Innovative Solutions for Periodontal Charting
11:51 Leveraging AI in Dental Practices

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Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call

#158 Periodontal Charting is a Non-Negotiable

In this episode, Dayna Johnson interviews Justin Ellis from 440 Strategy Group, discussing the intersection of digital marketing and dental practices. They explore the importance of strategic planning, data-driven decisions, and the role of AI in modern marketing. Justin shares insights on how to harmonize various marketing efforts to achieve desired outcomes, emphasizing the need for a solid foundation and effective communication within dental teams.

Takeaways

➡Justin Ellis emphasizes the importance of harmonizing marketing efforts like an orchestra.
➡Understanding client goals is crucial for effective marketing strategies.
➡Data analysis is essential for making informed marketing decisions.
➡A clear call to action is necessary for effective digital marketing.
➡The role of office staff is critical in converting leads into patients.
➡AI can enhance marketing strategies but should be used authentically.
➡Custom marketing solutions are more effective than one-size-fits-all approaches.
➡Building a strong foundation in practice culture is key to successful marketing.
➡Effective communication within the team can improve patient engagement.
➡Marketing should be integrated across various platforms for maximum impact.

Chapters

00:00 Introduction to 440 Strategy Group
02:31 The Origin of 440: Harmonizing Marketing and Music
05:48 Strategic Marketing: Understanding Goals and Objectives
10:19 The Importance of Data in Marketing Decisions
16:21 Closing the Deal: The Role of Office Staff
21:35 AI in Dentistry: Opportunities and Challenges

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Book a call with Dayna: https://calendly.com/dayna-johnson/discovery-call


#159 The Role of Data in Dental Marketing Success with Justin Ellis

Hey there, I’m Dayna Johnson . . . dental practice management expert, certified Dentrix trainer and founder of Novonee, revolutionizing the dental industry through innovation and strategic leadership. It wasn’t long ago that I lived in your shoes navigating the daily challenges of managing a dental practice with the hopes and dreams of having a productive schedule, money in the bank, and getting home on time to my sweet daughter.  After 25 years working in the dental practice and 17 years as a certified Dentrix trainer, I found my life’s work helping dental teams 1:1 optimizing their systems and software. If you are looking to create the thriving dental practice you have always dreamed of and empower your high performing dental team, you are in the right place. Let’s get started!

#117 Dentrix Appointment Book Setup for Analytics and Visuals

The High Performing Dental Team

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