Create a master task listĬonduct a brainstorming session to create a master task list. Itemization helps ensure that everyone knows what’s expected of them in their role and will help hold them accountable for their assigned tasks.
Individual accountabilityĮvery team member needs to have their own checklist, whether they’re full-time, part-time, or even an intern. Keep reading to learn the steps to follow to customize checklists for everyone on your team. This is where having a checklist for every position in the practice becomes a dental office manager’s best friend! This is especially true when a million and one tasks need to be completed on a daily, weekly, and monthly basis.įrom scheduling and confirming appointments, filing claims, ordering supplies, and cleaning up at the end of the day, it’s definitely a lot to try and manage (and remember).
As dental office managers, it can be overwhelming trying to remember everything that needs to be done to ensure that the practice runs smoothly.
