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Greets patients with enthusiasm as soon as they enter office. Ensures new patient information is received and entered accurately. Ensures existing patient information is updated accurately. Ensures all new patient monitors are up to date and accurate. Team compliance. Promotes a calm, peaceful environment that minimizes stress for the patients. Coordinates incoming patient flow to minimize patient wait time. Maintains cleanliness of the reception area, café and restroom.
Assist treatment coordinators by performing a variety of administrative duties. Answers the telephone, schedules appointments, and assists with patient finances.


Step One – Daily Task Performance:

1. Consistently recognizes the needs and desires of other people (doctor, staff, patients, and business associates).
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2. Provides a motivational environment by encouraging and supporting individual growth and development as a means to superior teamwork and greater success.
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3. Adaptability (adjusts easily to new or changing situations).
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4. Dependability (consistently accomplishes desired actions with minimum supervision.
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5. Diplomacy and tact (poise and maturity).
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6. Demonstrates self-motivation and the ability to work independently.
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7. Appropriately uses conflict resolution and problem-solving skills in managing interpersonal conflict, patient complaints, and other discord.
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8. Maintains efficient use of company time, demonstrating good attendance, on-time arrivals, and completed work shifts.
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9. Effectively manages own time to accomplish individual and practice objectives. Consistently keeps workspace and department neat and orderly.
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10. Cheerfully and without hesitation assists other departments and performs backup duties.
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11. Stays abreast of dentistry trends, technology, techniques, and the latest news in the industry to grow and improve.
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12. Constantly aware of total quality management and recommends improvements when and where needed.
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13. Consistently and accurately performs all tasks as outlined in standard operating procedure manual.
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14. Responds promptly to inquiries and requests from the patients, staff, doctor, and referring offices.
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15. Accurately enters new patient data, referral information and insurance information.
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16. Promptly and warmly greets patients as welcomed guests to our office, following office guidelines for efficient check in and transfer to clinical staff.
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17. Answers the telephone using a warm friendly voice. Accurately assesses and meets the needs of the caller. Accurately completes emergency message slips, message memos, and chart documentation.
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18. Schedules all appointments as outlined in SOPs to ensure a smooth patient flow and production goals are met.
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19. Tactfully and effectively discusses finances with patients, providing written estimates, insurance benefit information, and financial options. Reaches/documents financial arrangements prior to treatment.
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20. Tactfully collects money from patients on the day of the visit, negotiating arrangements as needed, providing a receipt, and completing all necessary documentation and posting.
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21. Accurately maintains and submits new patient monitors.
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Step Two

22. Compare your job description with the tasks you perform on a day-to-day basis. Do the two coincide? Are there differences that should be accounted for?

* Note for Steps 3 and 4: Some areas to consider in summarizing strengths and weaknesses are: technical and professional knowledge, communication skills, work quality, service orientation, level of independent initiative, work reliability, fiscal responsibility.


Step Three

23. Summarize your strengths and accomplishments during the appraisal period.


24. Written list of contributions you have made to the practice.


25. List any problems or issues you have addressed.


26. Explain in writing what you have done to increase revenue.


Step Four

27. Summarize your weaknesses or areas to improve on during the year ahead.


Step Five - Goal Setting

Every year, each employee will be assigned between 3 and 5 goals. The degree to which each employee has fulfilled these goals will be evaluated towards the end of the year. From time to time, business developments may require changes in these goals. If this happens, we will create a new, revised list of goals and evaluations. We shall have a meeting to review the changed goals; both management and the employee shall sign the form and a copy will be filed. This copy shall be used to establish annual goals as well as changes, which can occur throughout the year.

Goal Setting is not intended to highlight employees’ daily activities, but rather a challenge to encourage growth and assist with reaching the practice’s main objectives. The goals shall be measurable and meaningful for both the employee and the company. Minimum of three, maximum of five goals should be established.

28. Goal 1


29. Goal 2


30. Goal 3


31. Goal 4


32. Goal 5