Dental Plan Health Check

Regardless of how long you’ve been running membership plans at your practice we thoroughly recommend carrying out a regular audit on how your plan is performing. We have put together the following check list to help you ascertain any areas for improvement:


The numbers

  • How many patients have registered on the plan in last 6/12 months?
  •  How many patients have cancelled their plan in last 6/12 months?
  • What are the reasons why? Are there any obvious trends?
  • How much income/revenue does the plan contribute at present?
  • How much income/revenue would the practice like the plan to contribute?
  • How many additional plans would be required to achieve this aim?
  • Are the plan fees appropriate?
  • Do they need to be reviewed?


Marketing

  • What’s going well or not so well with regards promotion of the plan with patients?
  • Are there any possible training needs?
  •  Is the plan attractively ‘packaged’ to improve patient ‘sign up rates’?
  • What extras/incentives do we offer or can this be improved upon?
  •  What marketing activities are in place to promote/raise awareness of the plan?
  • How can this be improved?

Staff & processes

  • Are staff fully equipped/confident in discussing the plan with new & existing patients?
  • Is any training required? Have you considered nominating a plan champion?
  • How effective is the practice follow up process for the ‘think about it’ patient?
  • How many patients/what percentage have resulted in sign up via this process?
  • What is the practice procedure for promoting/raising awareness of the plan from the moment the patient walks into reception for both new & existing patients?


We are here to help you. If you have any queries or concerns regarding your dental plan then please get in touch. Email us at icpltd@ident.co.uk or call 01463 223399.

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