Dental Marketing and Practice Management Ideas for June


Hello Dental Friends,

NOTE: For updated dental marketing ideas for the month of June, visit HERE

How is your second quarter looking? I hope you’re happy with your production, collections, new patient numbers and the appointment schedule.

Today, I’m going to share some marketing and practice management ideas with you to help you close out your second quarter better than ever.

dental marketing ideas for summer hayden consulting

Theme: Cruise on in for Better Dental Health

Product Feature: Sealants (Adult & Child)

A Tooth Without A Sealant is like a Car Without A Seat belt”

Half off Sealants during the month of June or special pricing on full mouth.

Pull Incomplete treatment plan report – Call anyone with sealants treatment planned and send a card that creates urgency for treatment and highlights the special offer.

If you are interested in having me help your office create a custom “Cruise On In For Better Health” (or different themed) campaign that includes ideas for special offers, patient give-aways/drawings, community involvement, cross marketing with local businesses and recare/incomplete treatment scripting, please contact me today at

Here are some more ideas for you…

National Migraine and Headache Awareness Month & National Headache Awareness Week: 2-8 Educational Opportunity – If your patient doesn’t suffer from headaches they surely know someone who does so this can be a great referral opportunity as well.

Opportunity to Exceed Patient Expectations ~  Got a Patient going on a Vacation? If you are planning a summer vacation, be sure to pick up a complimentary toothbrush & travel-sized toothpaste!

Gift Certificates See  Dental Gift Certificates Make Great Presents for ideas on how to use gift certificates to grow your practice.

Practice Management Ideas and Reminders ~

 Hygiene Continuing Care/Recare Reminders:

Postcard & Social Media Site Scripting Idea: Summertime is a great time of year and it can also be a busy time of year. We encourage you to remember to take the time to squeeze in your regular dental visit before the summer months fly by. Regular dental visits are so important to your overall health.


Recess At Work Day: 16 (Third Thursday)

Get outside for a few minutes with your team for some fresh air. If you can’t all get outside, open the windows, turn up the radio and dance indoors. How about a sweet treat to enjoy during “recess”? (ie: ice cream, frozen drink, etc.) **Remember to take pictures and video of the team having fun together so you can share on your social media sites. 🙂

Hope you enjoy these ideas and are able to use some of them to help make the month of June a fantastic one for you, your team and your patients. Please let me know how you plan to use the ideas and what the outcome is. I love to hear about your success stories!!

If you have any other thoughts or ideas feel free to comment below. Or if you liked these ideas, please click the like button. Thank you! Should you have any questions about this post, please email Betty:

Have you signed up to receive my complimentary dental marketing and practice management ideas that are sent right to your email inbox each month? If not, take a second and sign up. (Simply click  the link on this page that says subscribe via email) This way, you won’t miss a single idea! PLEASE, feel free to share my blog with your colleagues. 

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Yours for Greater Success,






Dental Gift Certificates Make Great Presents

Hello Friends,

I wanted to share a quick tip with you all. A super easy way to possibly increase collections, production and fill some openings in the schedule. Here it is: Gift Certificates! (I’m sure the title of this post already clued you in 😉 )

teeth whitening special dental marketing

Are you offering gift certificates for purchase in your dental office? If not, you should be. Certainly, you’ll have some patients looking for that perfect gift for their favorite grad, dad, mom, or special someone this spring and summer. Save them the awful trip to the mall. Make it easy for them to get their shopping done. Who wouldn’t want a beautiful, white smile for summer? Maybe even a beautiful, straight smile with Invisalign?

How do you do this? Place nicely framed signs in your reception room and treatment rooms with the suggestion that gift certificates to your office will make a great gift.  Have a tasteful display of a themed (ex: congratulations grad) gift wrapped box, or a teeth whitening product box wrapped in a bow… you get the idea.

Inform your patients and potential patients via your office website, social media sites, newsletters and postcards about this gift idea.

Perhaps, offer special pricing on teeth whitening and/or Invisalign for a limited time as an incentive for your patients and potential patients.

In addition to gift certificates, you might suggest electric toothbrushes as a thoughtful gift. Wrap your electric toothbrush with a bow and gift tag and put it on display.

Additional tip: When these patients call to schedule their appointment to redeem their gift certificate and then come in for their appointment…wow them!  Exceed their expectations and gain a loyal patient.

One more tip: If you’re looking to increase the teeth whitening acceptance in your office, this article may help: 10 Tips for Teeth Whitening Acceptance Success

If you have any other thoughts or ideas feel free to comment below. Or if you liked this idea, please click the like button. Thank you! Should you have any questions about this post, please email Betty:

Have you signed up to receive my complimentary dental marketing and practice management ideas that are sent right to your email inbox each month? If not, take a second and sign up. (Simply click  the link on this page that says subscribe via email) This way, you won’t miss a single idea! PLEASE, feel free to share my blog with your colleagues. 

Please stop by and say hello to me on Facebook, Twitter, Instagram, LinkedIn and Pinterest

Yours for Greater Success,


How to Successfully Ask for and Collect Payment for Dental Treatment

Hello Friends,

Fear of cost moves many people to put off visiting the dentist or to cancel their appointments for scheduled treatment. Fear of presenting fees causes many team members to dread or avoid presenting treatment plans/financial expectations and asking for payment. These fears do not help the patient or the office.

Would you like to see more patients not only accept treatment but pay for it before or at time of service?  Would you like to see an increase in production and office collections?  Would you like to decrease the amount of time and money being spent on making collection calls and sending patient statements/letters?

how to ask for and collect dental payments from Betty Hayden Consulting

Today, I’ll share with you a few tips to help make that happen.

  1. See the true value of dentistry – With each day and each and every patient you and your team have the privilege and opportunity to potentially change someone’s life or at the very least, help them smile healthier. A healthy smile is part of a healthy body, healthy smiles and bodies create healthy communities.  The entire team must believe this. The entire team must also wholly believe that you’re providing the best quality care. Having full confidence in the doctors and hygienists ability to provide quality care and to create beautiful and healthy smiles is a must.
  2. Be confident with fees – The entire team should role play presenting small and large treatment plans and financial arrangements until every one is comfortable saying the dollar amounts out loud and with pride.
  3. Financial policy – Have a written financial policy that is kindly reviewed with the patient at their first appt. Have them sign and take a copy with them. For your existing patients, review with them any changes to your financial policies, have them sign and give them a copy to take home.
  4. Avoid assumptions and judgement – Don’t make decisions for the patient as to whether or not they can afford the treatment based on your assumptions or reality. Remember this, Sympathy vs Empathy: Sympathy is feeling for the patient… deciding for them that they can’t afford the dental care, Empathy is feeling with the patient… yes, this is more than they were wanting to pay, however, you’re going to give them hope… you’re going to offer third party financing, break up the treatment plan if possible or allow them to make payments as a credit until they have enough money to get started with treatment. Always offer the best treatment and flexible payment options and allow the patient to decide what they want to accept or not.
  5. No surprises! – Present treatment plan and financial portion before treatment is started. Make sure your numbers are as accurate as possible, especially when estimating the insurance portion. If you accept their insurance, have up to date eligibility, breakdown of benefits and the insurance fee schedule on file for the patient.
  6. Payment due before or on day of service – No billing the patient for co-pays or payment for services. (Hint: Collecting prior to appt. will reduce cancellations and no-shows. Another Hint: Collect co-pay before the patient goes back for treatment, especially if they’re having a lengthy or difficult appt. No one wants to stand at the front desk fumbling for money or to write a check with gauze hanging out of their mouth after an extraction, or numb and exhausted after a long appt. Make it more comfortable for them by collecting their pmt and making any necessary follow up appts before they go back. )
  7. Make it easy for them to pay – In addition to accepting cash, check and charge cards, offer third party financing. Avoid in-office payment plans!
  8. Incentives – Offer incentives for patients to pay when they make the reservation.
  9. Dealing with forgetful patients – When a patient says they forgot to bring money…they can either call the payment in over the phone when they get home or give them an envelope with payment due date for them to mail in a check. Call the patient if payment isn’t received by due date.
  10. When Insurance is involved –  Always give the full treatment fee, the estimated insurance amount and the patient’s estimated co-pay that is due today. Let the patient know you’ll send in the claim and inform them if anything changes with the estimated insurance portion. Watch your insurance aging report closely. Promptly follow up on any unpaid claims, insurance rejections and requests for add’l information.

There you have it, 10 tips to successfully collect payment before or at time of service.

Once you make a plan to consistently collect payments before or at time of service, and hold your team accountable to follow through with that plan, you’ll wish you started it sooner.

Here are a few more tips to help make this a true success for you.

  • Daily, Weekly and Monthly, monitor your patient and insurance accounts receivables, collection and credit reports.  (Carefully review write-off’s, discounts, credits, charges and payments.)
  • Each day, look at the day prior, what were your total production charges & collections? Pay close attention to the total patient responsibility vs patient payments, these numbers should be close to the same. If not, why not?
  • ALWAYS send out clean insurance claims! If your administrative team needs any training in this ever changing insurance world with how to estimate co-pays, send out claims (daily),  post insurance payments and adjustments…get them the proper training asap!
  • Don’t assume… know by who, when, what and how your money is being handled. It’s important for the entire team to understand why this information is necessary.
  • Set goals, share with your team what your production and collection goals are and how it benefits them to all work together as a team to reach or exceed these goals. Consider offering a small bonus or incentive when these goals are reached.

Print out these tips and suggestions and review them at your next team meeting.

Please know, I’m happy to help you and your team develop a plan to reach your production and collection goals. I offer complimentary consultations via email at

Have you signed up to receive my complimentary dental marketing and practice management ideas that are sent right to your email in box each month? If not, take a second and sign up. This way, you won’t miss a single idea! If you think your dental colleagues would appreciate receiving these ideas each month, feel free to share my blog address with them. Thank you!

Yours for Greater Success,


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