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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. Demonstrates self-motivation and the ability to work independently
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4. Dependability (consistently accomplishes desired actions with minimum supervision).
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5. Appropriately uses conflict resolution and problem-solving skills in managing interpersonal conflict, patient complaints, and other discord.
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6. Maintains efficient use of company time, demonstrating good attendance, on-time arrivals, and completed work shifts.
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7. Participates fully in staff development through morning huddles, staff meetings, continuing education courses, and evaluations.
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8. Effectively manages down time to accomplish individual and practice objectives.
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9. Cheerfully and without hesitation assists other departments and performs backup duties.
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10. Stays abreast of dentistry trends, technology, techniques, and the latest news in the industry to grow and improve.
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11. Constantly aware of total quality management and recommends improvements when and where needed.
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12. Consistently and accurately performs all tasks as outlined in standard operating procedure manual.
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13. Responds promptly to inquiries and requests from the patients & staff.
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14. Tactfully and effectively discusses finances with patients, insurance benefit information, and financial options.
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15. Negotiating arrangements as needed and completing all necessary documentation and posting.
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16. Submit all claims utilizing the outlined standard operating procedure.
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17. Prepare and send 30, 60, 90 day letters and follow up promptly with email/phone using the standard operating procedure.
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18. Maintain financial monitors.
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19. Maintain monitor of patients in collections and update patient status.
Communicate with attorney to ensure all information has been submitted.
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Step Two

20. 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

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


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


23. List any problems or issues you have addressed.


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


Step Four

25. 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.

26. Goal 1


27. Goal 2


28. Goal 3


29. Goal 4


30. Goal 5