Morning Opportunity Meeting R.P.M. Agenda

Transcription

1 Morning Opportunity Meeting R.P.M. Agenda Purpose: Requirements: Positive start for the day. One person in charge Get team focused on today s patients. Agenda filled out in advance Maximize productivity by identifying All in attendance Early! opportunities NOW! Short and on track (15 min.) Results: What s the best thing that happened yesterday? Daily Target Board Review for Progress and Improvement: Business Team: Collections, No shows & Cancellations, New patients seen, New patient calls, New patients scheduled, $ Presented, $ accepted, Apts sched. Dental Assistants: Dr. Production. Exams, Tx Plans, Units of Crown & Bridge. Hygiene: # of patients seen, 4341, 4910, fl, Vizilite. Results from asking for referrals Doctor follow-up care calls completed? Plan: New Patients scheduled for today (review): Review NPR Form for each. Same day treatment opportunities: New patients with possible needs Existing patients with unscheduled treatment Any special patient needs today? $ scheduled for today: Dr. Hyg Best time for emergencies: Existing patients to ask for referrals and who on the team is going to ask Momentum: (Build momentum for tomorrow and the future) $ scheduled for tomorrow: Dr. Hyg. Any openings to fill? New patients for Dr. to call: Conclude with a positive focus: (One or more of the following) Review one written office goal Review one item from the Office Culture Guide Steve Anderson s Morning Huddle Action Thought of the Day from Total Patient Service Institute

2 Monthly Team Meeting Progress on Kaizen from last Month Ø Update with new action items Ø Review the progress of last month s commitments and review what stood in the way of completing the goal. (This will manage action NOT producing results) Team Accountability to focus on CAN vs. Can t Evaluation of practice Standard of Care (review the last 30 days to plan for the next 30 days) Ø Review Production Analysis + working well- O opportunity Ø Review Collection Analysis Ø SMART action plan hygiene team- success & opportunities Ø SMART action plan Dr. & assistants- success & opportunities Ø SMART action plan Business Assistants success & opportunities Communication Ø Role-Play Skill Training Ø Watch Powerful Team Meetings on crowncouncil.org Ø Upcoming events Ø Solutions to concerns (review team solution sheet) Identify opportunities in the schedule for the next Month for doctor and hygienist Ø Are you scheduling to goal or simply filling openings? Ø Are procedures scheduled for the correct amount of time? Ø Conversion Exams & Same day treatment if possible for Hyg & Doctor Ø Identify specific actions that need to be taken and who will be responsible. Ø Clinical Opportunities: What do your patients want? Straight teeth, healthy teeth, whiter teeth, pain free. Ø Hygienist: Perio Guidelines, FL, Oral Cancer Screening, Actions to be taken (Each person report) Every team member should repeat what is on his or her TAP & Assignment on Kaizen for team accountability. Lead (everyone should contribute) Ø Make the right thing happen for the right reason TOPS

3 Team Action Plan Who s going to do it What are you going to do. When are you going to do it.. Date Name Action I will take By what date: (when) Team member: Action I will take By what date: (when) Team member: Action I will take By what date Team member: Action I will take By what date Team member:

4 Team Solution Sheet TSS Concern Solution When you identify a problem you must come up with 3 solutions with 1 that doesn t cost any money.

5 Continual Improvement Kaizen The remarkable fact about the Phillips Lighting Plant in Salina is that it produces 80% of the fluorescent light bulbs for North and South America. Despite the lower labor costs, plants in China have been unable to compete against this powerhouse in Salina. One of the secrets to the plant s success is their dedication to Deming Management principles, (the current popular term for which is now LEAN Management), especially that of continual improvement. When Edwards Deming taught the Japanese the principles of quality improvement, they were quick to translate the principles into their own language. One word that became part of the quality equation was Kaizen. Kaizen means constant and never-ending improvement. It is not just a philosophy. It is a process a daily process. As we walked about the Phillips plant, it was impressive to see the Kaizen initiatives that were in progress. Each department had a Kaizen 30 Day Action Plan listing the initiatives that had been approved, who was accountable, and what the target date was for completion. Future review dates were also listed as well has how much progress had been made to date on each initiative. One of the impressive charts present in each department was one that measured how many Kaizen initiatives had been undertaken by that department in the last year and how many had been completed. That visual reminder had to be a great motivator to the team as they saw on a daily basis how much progress they had made. I am reminded of the team member refrain heard often as everyone files into a regular team meeting: Here we go again another team meeting where we talk about the same things all over again and nothing ever changes. In some cases that may be true. In others it may be that progress is not as apparent as it would be if progress were tracked and recorded like they do at Phillips. What is your system for tracking and reviewing continual improvement projects in your practice? How often do you review that list of projects with your team? Do you track what projects have been completed so that everyone can see the progress that is being made? ~ TEAM ~ Together Everyone Accomplishes More

6 30 Day Kaizen Action Plan Ideas & Action Plans for Continual Improvement ABC Action Responsibility Target Date Status Status Key: 1) Proposed 2) Approved 3) Underway 4) Completed ABC Key: A) 0-30 Days B) Days C) 90 + Days Review results at every team meeting with new updates/changes printed and posted for continual improvement Projects Started YTD: ( ) ~ Projects Completed YTD: ( )

7 Kaizen Project Completion List "Celebrate Our Accomplishments" Project Responsible Person(s) Start Date Completion Date Celebrate your success with something fun! Upon completion of a project or several projects create a reward. Review Lesson 20 from The Culture Guide Make it Fun! ~ We believe that what you do every day should be fun and exciting. Find ways each day to make our work fun, exciting, and enertaining while staying "On Purpose". A movie ticket, an ice cream party, a hand written thank you note, or a surprise lunch! Be creative and come up with some inexpensive ideas as a team. Don't forget to write it down so you can see what you are working towards. ~ TEAM ~ Together Everyone Accomplishes More