#998: The Secret to Maximizing the Limited Exam

Dental A Team Podcast

Tiff and Kristy discuss how to best support patients during limited exams, including centering your own team’s frame of mind, creating proper triage protocol, building trust through communication, and more.

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Transcript

Tiffanie (00:00)

Hello, Dental A Team listeners. We are back today with some really, really exciting things. We speak to the doctors, we speak to the team side, and we really want that to come together in today's podcast. We've got a lot of information for you doctors, but then we've also got a lot of information for you to pass off and train your team members on or pass off this podcast, and we will help train your team members on this space just here within this podcast even.

Jam-packed with a ton of information. It's for everyone. Team members, if you're here listening and your doctor's not a listener, vice versa, send it on over because I do think this is going to be some great information for everyone to start implementing right away. So you guys, I have Kristy here with me today. You know her, you love her. I know her, I love her. There's just no one on this earth that will meet her and not love her. So Kristy, you are just an amazing human being. are an excellent coach.

and consultant. You've been doing this for many years and I am just constantly impressed by you and how you really work so well with doctors and especially team members. I've seen you really diffuse a lot of situations, handle with care, and you constantly make people feel seen and feel heard. So thank you for being here with me today, Kristy. And really before we pop into this, I'm going to

I like to surprise you and Dana. Dana will tell you I do this a lot. So something pops into my head and I'm like, actually, that's gonna be really great. I think before we even get started on this, you guys, so that you know, we're gonna be really, we're gonna be talking about how to really, really maximize a limited or an emergency exam and how to enlist the team to support and getting the most out of it for yourself and for your patients. So before we get started, Kristy I would love for you to share with everyone here today and myself.

on a couple of ideas or maybe even tools, I don't know, but how do you do so well at presenting yourself for other people to be able to feel so comfortable and the ability to allow people to be able to feel vulnerable in your space to be able to learn and to be able to make changes and impart changes with practices? Like, how is that?

I know it's a natural tendency of yours, but if there's anything you can help doctors and team members really learn on how to show up so that they can do that too, I guess is what I'm asking.

Kristy (02:35)

I suppose you're right. I think it does come natural to me. I'm a pretty great listener yet. Also, I think it's very important to validate people where they're at and never make them feel small. You know, Tiff, I do not like being in the limelight, but I get a lot of thrill out of watching other people's growth or really watching them and seeing their brilliance within them and making that shine, bringing it out.

I suppose I look again, it's meeting them where they're at, showing them maybe something different than they even thought possible for themselves and just touching on their brilliance. It's okay if we don't know everything right now, but dang, together we're gonna grow and we're gonna do this. So really just partnering with them and making them feel safe in that space, know, treating them like I would have wanted to be treated too. So, yeah.

Tiffanie (03:30)

Yeah, thank you. Thank you. And it sounds like

for implement implementation tools, it's really seeing people and acknowledging.

what it is that they're doing. if you've got a front office team member and you're like, gosh, like we've got 99 % of our patients confirmed for tomorrow, acknowledging that like, how did you do that? And really, like you said, partnering, I love that you use that word use it often, really partnering with that person and celebrating some of the things that they're doing really well. But also acknowledging there may be space for growth, we might have 99 % confirmations, but maybe we have

three, four, five hygiene openings on the same day. So acknowledging spaces that are going really well, but also that there is growth in everyone to be found and how do we layer on top of what we're doing really well already to create change in all of the areas to get the results we're after. Yeah? Yeah, yeah. So I love that theory and idea and I love how you do handle that. I think it's key and

Kristy (04:28)

You nailed it.

Tiffanie (04:36)

imparting any kind of change or any kind of just updates even, right? Like handbook updates, like all of those pieces that are scary to go back to your team and say, hey, we're going to change this, we're going to do it differently, because human nature says, no, keep doing it the same. Even if it's not working, this is comfortable. So I want to stay here with what I already know. So really being able to have that candor and be able to have those conversations and utilize communication really well to be able to impart the

the changes is going to be key. And then acknowledging once that change has happened, that it's working or not. So making sure we're tracking the results, but then also acknowledging the work that's being put in. think, Kristy, that's something you do really well is going back and saying, gosh, this is what we did. Look at how amazing these results are. This is what you guys put in. This is why it's working. And going back and re-acknowledging the steps that it's taking to do that.

Huge massive kudos to you, Kristy. I know you don't love the spotlight, but we're on a podcast, so your spotlight is always with me. I do think that really flows right into being able to maximize the limited exam.

Kristy (05:43)

Yeah.

Tiffanie (05:52)

There's so many spaces, there's so many spaces of growth, there's so much space of support for the team to give to the patient and to the doctor. And then also, I think everything you just said, Kristy, for team members, for doctors and team members to utilize, this works hand in hand with our patient base as well. With anyone, you guys take this home to your family and just be shocked at how amazing your kids' rooms will look if you utilize those communication tools and really acknowledge them for.

picking up that one stuffed animal when there's 15 more, like great, like let's get these other ones. So let's figure this out. Like really take these tools to any space of life, but it goes hand in hand with our patient communication as well. And the emergency slash limited exam space can be really tense for both of you. And it's a vulnerable space. Dentistry is a vulnerable space for patients anyways, but then knowing that gosh.

100 % something is wrong. Like, I'm stressed. I don't I'm stressed about cost. I'm stressed about what this is going to be. Is my tooth savable? Is it going to hurt? maybe it hurts now. There's so much emotion wrapped around these appointments that we've really got to handle them with care, love, candor, all of those spaces. Like Kristy like how is Kristy, put that in your head, what will Kristy do? How Kristy handle this this communication?

And how can your team support you in getting the best results and outcome for your patients? And Kristy, you and I were just chatting right before this and really talking about like the triage, incoming call, because we always say everything, right? Everything starts with the call. But how can that, in your opinion, Kristy, how can the front office team member taking that phone call, how can they support?

the back office dental assistant's hygienist doctor in that appointment. What's that first step look like for them to truly support this patient in getting the best care possible?

Kristy (07:47)

I love how you talked about the limited exam in the very beginning and opportunity. think number one, that's where we need to go. And also you mentioned about supporting them. They need us. And many times, I mean, you've been in the practice just like I have. You've been an assistant too when that limited exam has messed up your day and it just, you know.

Again, it maybe didn't make for a real positive day, but truly I think taking a step back and looking at it a little bit differently, really we all got into dentistry at the heart of it for some reason to care for other people. And yes, while it may mess up our day, those people truly are the ones that need us, probably the most, right? And so taking that step back and putting that frame of mind,

when that phone call comes in. And like you said, also triaging it, right? Sometimes it truly isn't the emergency that the patient thinks it is. So having a set protocol or questions that we can ask on the front, you know, I'll share with you. I love the, a scale of one to 10, how bad is it hurting today? And on that same scale of one to 10, you know, have you taken anything for it and where does it land when you take something on that same scale?

Because if they're at a nine for pain, but they take something and it subsides to a five, I may have a little bit of time to get them in and not necessarily mess up my schedule, right? But if it's a nine and nothing's helping, know, yeah, we got to find the best, worst, worst, best time, however you say that, to put them in. But really, it's an opportunity to make a difference for them and truly do what we-

Tiffanie (09:34)

I'm sorry.

Kristy (09:44)

What we love to do is care for people, right? And hopefully make a different outcome for them. So on the first call, we can make a difference. We can triage it to also help the best, but also take great care of the patient.

Tiffanie (09:58)

Absolutely. Yeah, I agree. And that triage you guys I would I would create I mean, I have them we can send them to you [email protected] just ask us for them. I would create an intake card, an intake form. And what I used to do actually, when I was in the in the front office at my dental practice, I had it on like a sticky note or a card, it was laminated and it was up by my computer so that I would ask those questions and what I would do and what I encourage team members to do.

is to throw it into the notes section of the appointment. So how long has it hurt? Like Kristy said, on a scale of one to 10, what would you rate your pain today? Are you taking anything for it over the counter or otherwise? Have you ever had this looked at before? Is this the first time that this has occurred? And really, and what is it? What area of the mouth? What is happening? What are your symptoms?

And then now we can, that's a triage to be able to say, okay, where does this appointment go? I do have to say there are so many practices, so many dentists that reach out and they're like, Tiff, Kristy, Kiera, Dana, Britt, like on my schedule is nuts. And I can think of a doctor in specific that one of our first calls, he's like, Tiff, I have like 10 limited appointments a day.

And my if you called me today to schedule my limited availability is two weeks out. And I was like, what? That's wild. Like there's I have so many questions right now. Like, why are patients not getting treatment done? Are these new patients? It's so many questions like that is wild to me. And that's the extreme but I definitely have doctors who are like, hey, I've got I've got limited emergency exams air quotes there if you're listening in the car that are coming in and it's like, well, I had a filling done a week ago and it's still high. Okay.

we didn't triage then to figure out what the actual quote unquote emergency is. That's an office visit y'all. Like that's a, you know what, great, let's get you in where we can to get that adjusted. But I'm saving this spot here for someone who's in pain because they have a toothache, right? And I get you, I hear you team members, a high filling is going to cause pain.

Yes, get them in. Don't make them wait a week. Don't make them wait two weeks. Get them in. But the patient who calls if their face is swollen or their tooth has fractured or they just got into an accident.

I had a kid that fell at baseball practice and knocked his tooth out or broken. These, guys, how are we getting these patients in? So being able to triage that and asking the right questions ahead of time is gonna help you to manipulate the schedule accurately and really, like Kristy said, get those patients in where they need to be seen. And I have oftentimes myself taken phone calls that a patient is like...

You don't understand, I gotta get in and I'm like, okay, great. Like, let's talk through this. Let's let's talk about what you've got going on. And I'm like, okay, like it's 355. And you're all you're gonna survive. Let's get you in at 8am. Let's get you in at 9am with the doctor, we're going to be ready for you. We're going to be able to do treatment, we're going be able to do something to get you out of pain tomorrow.

let's get you in in the morning, right? Because it's like, okay, on the scale of I know dental emergencies, the person calling me doesn't have that same scale. And so to them, what they are experiencing is massive. But when the grand scheme of things to ask a team to stay late, probably not, and you can survive until tomorrow morning, right? So you get to triage these things and make the best schedule for you all.

and then also prep the team, you guys. I mentioned at the beginning that I'm putting all of those things in the appointment notes because I then want my dental assistant to be able to say, my gosh, Kristy.

Kristy (13:37)

Thank

Tiffanie (13:49)

Come on back, like let's get you taken care of. And then on the walk even, used to, as a dental assistant, I'd be like, Kristy, gosh, how are you feeling it? From the notes here, it looks like that upper right tooth is really bothering you. How are you doing? And I'm sitting Kristy down and I'm putting her bib on and I'm like, tell me more about it. It looks like you're taking ibuprofen and it's kind of reducing it. Have you tried anything else? Like now we're in conversation and Kristy, how does it feel on the other side to be like, my gosh, great.

They already, they took the information yesterday and now we're actually, we're in conversation about it. And Kristy, from your point of view, how does that conversation utilizing the information, which caveat you guys, if your front office team is putting the information in there and you're not using it, they're gonna stop putting it in there. And then you're gonna be upset that it's not in there. So make sure you're using it. But Kristy, from the patient standpoint and from your point of view, your perspective, how do you feel that conversation?

lands for the patient in respect to going back to what we talked about earlier with the communication. How does that help that open that space in those lines?

Kristy (14:54)

Yeah, I love that you bring that up because it is a true opportunity to make a huge difference and it really does elevate the patient's level of trust and we have to remember that those patients coming in on emergency are probably even a little higher level of anxiety than just the normal dental patient, right? Almost every person coming to the dental office, even if they don't mind it, have some level of anxiety.

And your limited exams or your limited emergency patients definitely probably are ratcheted up another level. being heard is huge in, you know, diminishing that anxiety and, or at least lessening it, right? And then just elevating that level of trust so that when you guys do diagnose something, figure out what's going on.

they're more likely to say yes to the treatment because you validated them, you heard them. How many times do we call the doctor's office, because we have to get in for a sore throat, and you go through every person and you think, why did I just tell the last five people? Because nobody listened to me. Everybody walked in and said the same thing. So I agree with you, Tiff, that is so huge. And I'm gonna even like maybe plant another seed of opportunity that if ever,

We talk about handoffs all the time with our clients, right? If ever you can have a new patient limited come in and the admin team walks them back and hands it off and gives them that information, wow, knock it out of the park. They're already like, whoa, this is very different than I've ever experienced. And they listened from the first phone call, right?

Tiffanie (16:41)

Yeah, yeah, I love that that elevated experience is what we're always after. And it's that concierge style. I know. I just got back from vacation. So it's super fresh for me and everybody. My boyfriend works for a company that is an incredible company and they have these trips that you can earn. And he he earns them. He's an incredible worker. And these trips are just incredible. And there I was sitting with someone and he said, gosh, it's so cool.

companies don't do this. Companies don't do things like this. Like he's like, my company got me the Calm app for a year. And I was like, well, bro, I love the Calm app and that $80. Like I hear, I hear why that would be great. But side note to that, you're right. Companies don't do this as like a bonus structure as an incentive, right. But what actually sticks out to me is not just the trip, right, because we can get myself

Kristy (17:15)

Just what?

Tiffanie (17:32)

to London somehow, some way I can get myself to London. What I can't and won't do is go the extra mile to have a tour agency right there scheduling everything. At my beck and call, I had someone that would tell me what the schedule was. The concierge members would schedule dinners for us. The show that I wanted to see, I could tell them to schedule it. That's the level.

of difference for me, because we can get ourselves anywhere, but going on a vacation like that, that the company set up so many spaces that you don't have to think about anything, is what makes these trips exciting to me, right? Yes, I acknowledge they're really cool, but what's cool about them is the level of service that we get at every step of the way.

Dental offices are on every corner, sometimes two or three in the same parking lot, you guys. Your concierge, your level of service that you're providing to the patients is what makes it stick. That's what you're here for and that's what's gonna make you feel the best. So I totally agree. What can we do for these patients to level it up that much more? And really to maximize those appointments, I know from...

me saying it from Kristy saying like do these things it sounds like more but it actually decreases the amount of time spent because you've you've quickly and easily created a relationship with a human and they're ready to then move forward to the next step they trust you the relationship is there they're hearing you because they felt heard and they're ready to push forward so even that concierge style on that first phone call and maybe even saying like gosh you know what

We've got this space to look at. I have an idea. What if we bring you in and we look at everything with a high focus on this area because my gut says if this is happening there, this isn't the only spot that's going to be troublesome. And I would rather give us the opportunity to catch it ahead and be proactive than wait for another call like this where you're in pain. So let's get you scheduled and let's get you scheduled for

a full exam and x-rays with a high focus on this area. I've just converted a limited exam into a comp exam. That's maximizing an emergency appointment. If I didn't convert it over the phone, dental assistant, hygienist, whoever's getting this limited exam, we're doing the same thing. Hey, I have an idea. Let's maximize your time here.

Let's be proactive and let's make sure there's nothing else in there that's going to pop up like this because I don't think you want to be in pain like this again, I venture to say. Let's make sure that everything else is taken care of as well with a high focus on this today. So making sure we're maximizing your time, the patient's time and your time and creating more value out of a very seemingly simple appointment. But it takes knowing what the patient is coming in for.

passing that information off, passing that information off to the doctor correctly, and making sure that everything that we're getting from the patient, all that information is being used. That's how you make those appointments maximized and how you efficiently and effectively use your time wisely. You guys know, if you've listened to anything at all, Kara always says, efficiency is my jam. It will be on my headstone, on my grave. That is locked in stone.

Kristy (21:00)

you

Tiffanie (21:04)

Listen to me when I save. This is how I personally have saved time and built stronger relationships very quickly with my patients in office and watched and trained practices to do it forever. So build that protocol and you guys, doctors, that protocol of information, the triage that we're gathering, it's based on the information that you want.

when you're gonna sit down and talk to that patient. What are the questions you are going to ask that patient that they can gather, your support team can gather the information ahead of time and give it to you, saving you that time and you can jump into relationship and diagnosis. What are those things that you want to know? Allow them to build that intake form, that triage form.

team members, support the doctor in utilizing that form, and support the whole team in scheduling properly based off that triage, and that's gonna be huge for you. And if you schedule optimally, you know what you're scheduling for, you guys, can probably even pop in some same day treatment very frequently, very often because you're already prepped. As a dental assistant, Kristy, there were so many times where I'd see an emergency, and I'm like, or I'd see an emergency of a patient that had been in and had a...

filling or a crown or whatever diagnosed on that tooth already. So I already had a pack ready to go so that when Doc confirmed what that treatment was, even a new patient saying this is my pain, like as a dental assistant, I'm like, okay, these are probably the two, three things that he's potentially diagnosing. Let me have these things prepped and ready for quick grab in case we can move forward with treatment today. And then I'm talking to my patient about that. Like, gosh, you know what?

Typically when I see this, I already know, I know what the options are, right? Typically when we see this, I usually see doctors say things like this.

I'm preheating and prepping that patient for what the doctor may come in and say. Again, doctors building that relationship. That's that co-diagnosis space. And dental assistants, do not do yourselves the disservice of thinking that you can't do that. It is not just for hygiene. Hygienists cannot diagnose. You cannot diagnose. But both of your positions can co-diagnose and support the patient and the doctor in moving forward with treatment.

So triage, make sure you've got something really easy for them to utilize. Implement it, get your hand off straight, you guys. Probably practice them, I love role playing those. And work to maximize your time by utilizing these systems, but also by saying, hey, let's get your whole mouth taken a look at today. We don't have to do everything, I don't even have to show you everything. I just need to know what's going on there and get a treatment plan so that we can move forward. I digress.

And I think, Kristy, I really feel like all of those spaces go straight back to the first conversation we had today of really opening up that communication and making those changes for the team, but also for the patients. And one thing I want to highlight before we finish, something I loved doing as a dental assistant for my, especially for my emergency patients, but any patients, something I loved doing, you guys, was really saying like, gosh, I know that this is rough for you, or know you've got, you know, this is

this might be overwhelming for you. But I want to highlight some things that are going really well. Two, one, you're here. You walked through my front doors. And my patients with the highest anxiety would cry when I would say that. I would say you're here, you're here with me. I'm not going to let you down. And I'm going to be here for the long haul. So number one, you're here. Number two, you're ready to take a proactive step. And again, I'm here for you. So just

Again, that relationship, being in relationship and Kristy, that goes back to like acknowledging. That's hard for a lot of patients walking through that door. It's hard. And when they're scared, gosh, I've had patients that they're like, no, I haven't been to the dentist since I was 12 and they're 42. I'm like, well, congratulations, here we are. And you've still got a lot of teeth in your mouth after 30 years. Like that's huge. So let's take a look. But Kristy.

I think we've given them a ton of information on how to maximize a limited exam appointment. What do you feel like if they could take one step today? Doctor might be listening to this, maybe it's Saturday or Tuesday night. What's one thing that our doctors listening today can do to get this process started for their practice?

Kristy (25:37)

Yeah, again, going back to what you said, really dialing into those questions and also, know, doctors remembering back when they very first started, they welcomed a lot of a limited exams, right? Like we wanted them. We used to cheer when we'd have them because we knew it was putting something in the chair and more than likely they had other things going on. So challenging them to kind of reframe it and look at it in that direction.

The other thing with doctors too, for limited, maybe when they come to morning huddle, they scan the schedule and see if I had to have an emergency today, where's the best time to put it? Because that's the other thing too, Tiff, when people call in and front office doesn't know where to put it and then they put them on hold forever because they gotta find somebody, identify those times, go through your questions that you would ask. And honestly, I also say doctors,

I know this is hard for you because you walk in the room and you kind of take charge, but be the guest in the room. Acknowledge the patient is sitting there. It'd be weird if you didn't, but then quickly turn to your assistant and let them hand off to you. Give them that space to do that. And like you said, it truly will save time because patient doesn't have to repeat themselves. And for the team members, you don't have to be afraid of leaving anything out. All you have to say is, hey,

May I share with Dr. Smith everything that we talked about, right? And then turn to the patient. Was there anything that I forgot or anything you want to add? Then you don't ever have to be afraid. You can feel confident. And if they speak more, so be it. You know what I mean? But those would be my tips there.

Tiffanie (27:23)

Yeah, I love it. And I think we wrap on that. So go do those things. Go create the best process possible for your patients and for your team. If it's working for your team, it works for your patients and your flow is great. And guess what? We hit goals and patients are happy and satisfied and teams happy. So go do all the things you guys. Thank you so much for listening. Kristy, thank you so much for being here and letting me surprise you and put you in the spotlight for so many things. So thank you for that. And you guys.

As always, drop us a five star review, let us know if this was great information, how much you loved it, and allow others to find it as well. Share with your friends, your coworkers, your doctors, if your team member's here, and doctors with your team members if you're a doctor here. So share with everyone, we wanna make sure that these protocols really get put into place, and if you need help with any of it, [email protected]. We are always here to help, and just so you know, when those do come in, I said it before, they do come to us consultants, so you are getting actual information, reliable.

And we are here to help. So thank you everyone and go have a great rest of your day.