Completed Items in October 2011

• Update Dr. and hygiene patient checklist to new format. Thanks Collette and Christine!
• Added Limited exam checklist
• Corporate trained both offices on 36 month financing
• Add handbook material for 36month financing
• Added Guarantee form
• Updated OD with codes and auto codes to for new way for warranty work
• Added "Efficient Scheduling” training to Handbook
• Updated "Gossip" policy to Handbook
• Updated and moved to portal all patient,  informed consent, and post-op forms.
• Updated all forms to our new financial systems and policy changes to pt. forms
• With Proficiency lists done, everyone try to read though them each week.
• Implemented new Hygiene Doctor and Treatment doctor schedules
• Moved overpaid to Corporate to get it caught up
• Removed psychiatric tx from forms
• Got magic mouth wash prescription- try it with FMDs
• Start e-mail and texting the night before
• Begun testing adding more IP phones to each office
• Porting main number from each office to new phone system to eliminate temporary forwarding we used while testing phone system
• Text reminders:  Added category in Open Dental, corporate training to both offices
• Performance review software set up and ready to go-Review’s sent out
• Testing online portal
• Billboards are going up next week
• Research carpet cleaning companies for offices
• Carpets cleaned …and getting cleaned again tonight
• Added X-charge to every computer in both offices, with printing capabilities at front desk and  corporate training to staff.
• Warranty forms and procedures in place.  (See images for scan results in patients chart)
• Met with health insurance agent again for estimates
• More “How-To” guides added to corporate website including:  coupons,  Insurance, Payment plans, warranty, reviews, etc.