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Includes chapters: 61, 62, 63, 64
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HIPAA
Health Insurance Portability and Accountability Act; a law to enhance and protect patient rights.
Operating Procedure Manual
A document that communicates policies and procedures for staff to follow.
Record Keeping
The process of maintaining adequate and accurate records as a business assistant's responsibility.
Personnel Manual
A manual outlining employment policies, job descriptions, and employee benefits.
Cyber Security
Protective measures to guard against data breaches in dental practices.
Filing Systems
Methods to classify and arrange records for easy preservation and retrieval.
Active Files
Records of patients seen recently, usually within the past 2 to 3 years.
Inactive Files
Records of patients who have not been seen in the last 3 years.
Purge Tabs
Color-coded tabs used to quickly sort records into active and inactive categories.
Appointment Scheduling
The process of planning patient appointments for optimal workflow and productivity.
Inventory Management
Systematic tracking and ordering of dental supplies to ensure adequate stock.
Continuation Appointment System
An appointment system where patients are given specific future appointment dates.
Reorder Point
The inventory level at which a new order should be placed to replenish supplies.
Service Contract
An agreement that provides for emergency repairs and maintenance of dental equipment.
Data Breach
An incident where unauthorized access leads to the loss of confidential information.
Electronic Filing
Storing records digitally on a computer's hard drive.
Financial Arrangements
Establishing payment plans or options for patients regarding their dental care.
Recall System
A method for reminding patients of their next dental appointments.
Backorders
Items that are not available for immediate delivery and will be shipped later.
Accounts Receivable
The accounts receivable system manages all money owed to the practice, including the collection fees for professional services provided to a patient.
Credit Report
A report that provides a financial profile of the patient, often requested by the dentist, especially for costly procedures.
Fee Presentation
An estimate developed as part of the treatment plan that presents the costs to the patient before treatment begins.
Accounts Payable
All the money that is owed by the practice as a result of expenses incurred during its operations.
Disbursements
Payments made for accounts payable; they are the outflow of cash to settle obligations.
Petty Cash
Money kept on hand for small expenses or to provide change to patients.
Managed Care Dental Insurance Plan
Insurance plan structured with various types of provider organizations and payment arrangements to manage costs.
Birthday Rule
A guideline used to determine which parent's insurance is primary for a child, based on whose birthday comes first in the calendar year.
Standardized Claim Form
A standardized document provided by the ADA used for submitting dental claims to insurance carriers.
Insurance Fraud
Acts such as billing for services not provided or changing fees on a claim form to obtain higher payments.
Career Goals
The objectives that an individual sets for their professional development and career trajectory.
Professional Philosophy
A personal statement reflecting an individual's values and commitments in relation to their career.
Résumé
A summary of skills, abilities, education, and work experience presented to potential employers.
Cover Letter
A letter that introduces you to potential employers and markets your skills and qualifications.
Americans with Disabilities Act (ADA)
A law that prohibits discrimination against individuals with disabilities in all areas of public life.
Job Application Form
A document that candidates fill out to provide their personal and professional details to potential employers.
Salary Negotiations
The discussion process between an employee and employer to agree on compensation and benefits.
Employment Agreement
A formal document outlining the terms of employment between the employer and employee.
Interview Etiquette
The professional behavior expected during interviews, including punctuality, appearance, and communication.
Job Termination
The process and conditions under which an employee's job is ended, whether voluntarily or involuntarily.
What are general categories of communication?
verbal and nonverbal
closed ended questions usually begin with words such as?
is
fears based on feelings, attitudes, and concerns that developed at the suggestion of peers, parents and other individuals
subjective fear
what is the most important public relations tool in a dental practice?
Telephone
what is a good phone skill
using the callers name
letter format where text is flushed with left margin with indented paragraphs
semi-block
__ marketing includes health fairs, in school presentations, and working with senior citizens
External
the key to a successful work environment is
teamwork
what minimizes stress in the dental office
good communication
which human behavior factor is most significant when analyzing a highly diverse society
culture
what is peer pressure
adaptation of personal behavior to fit in
why do we use closed ended questions?
to confirm information
how should a DA react if a patient begins to move restlessly, sweating and appears to be agitated
ask if PT is in pain and assure that everything is fine
what is nonverbal communication
expressed through body language and eye expression
what is a characteristic of goof listening skills
should not be influenced by the speakers appearance
what is required to be a good team member
be flexible and receptive to change
what is conflict
differences
good communication with dental team members will most likely help build the dental practice
PT will refer others to the office
what occurs when a parents tells a child will result in a cavity and a shot
acquired fear
what should be included in a message
callers name, phone number, and reason for call
what information should be included when dictating a message into
the answering machine
brief instructions for the caller
when completing written correspondence to insurance carriers, which information should be included
PT name, address, and identification number
an example of a written message is what?
letters, memos, faxes
electronic communication is the digital exchange of information like an email, text message, and blogs
true
interpersonal conflict occurs when members of the team disagree about a given situation
False
Good communication is the backbone of a well-run organization
true
Cultural Diversity
Differences must be understood
Gender
Race
Cultural heritage
Age
Physical abilities
Spiritual beliefs
Social Attitudes
Social attitudes influence behavior and a cultural way of thinking
Peer Pressure
We often have the tendency to adapt our behavior so as to fit in with a particular group
Peer pressure is seen when a person conforms to the general behavior of a group of peers in an attempt to feel more acceptable within that group
Peer pressure can have a negative or positive effect
Communication Pathways
Communication is one of the most important aspects of a dental assistant’s job
We spend most of our day communicating with others
We communicate with words, facial expressions, appearance, gestures, mannerisms, listening, voice inflection, attitudes, and actions
The two parts of the message identified above are grouped into the two general categories of verbal and nonverbal communication
Verbal Communication
Verbal communication is made up of the words we use
Words are important
Always select words that will not frighten, intimidate, or upset a patient
Voice quality (Is your voice calming or startling)
Asking questions
Closed-ended questions (yes/no)
Open-ended questions
Nonverbal Communication
Body language
What messages are we sending through the body language.
The way we carry ourselves and move about
Posture, movements, and attitudes transmit major messages
Facial expressions indicate a wide range of emotional states
Listening Skills
To be a good listener:
Don’t let your mind wander
Put aside personal concerns while the patient is talking
Don’t concentrate on formulating a reply
Concentrate on what the patient is actually saying
Look as well as listen
Pick up both the verbal and nonverbal information the patient is transmitting
Communicating with Colleagues
Working in a positive, challenging, and stress-free environment is what everyone wants from their place of employment
A patient can tell right away what level of harmony exists in a particular dental setting
The one key to a successful work environment is TEAMWORK
Being a Team Member
Be flexible and receptive to ways responsibilities are performed
Be self-confident and use self-initiative when it is time to get things done (Be a Self Starter, be willing to help out)
Show appreciation to coworkers
Think before speaking
Do not let your emotions get overly involved
Remember that the first impression is not always the right one
Share the ups and downs of the day
“Your way” may not always be the right way
Communicating with Patients
Effective communication is important in achieving patient satisfaction
Patients who have good relationships with their dentist and the dental staff are likely to:
Stay with the practice
Accept the treatment presented to them
Pay for their treatment on time
Refer other patients to the practice
Psychological Needs
More obvious when a patient appears tense, suspicious, apprehensive, and resistant to suggested treatment
One major factor is the patient’s current life situation (Is there abuse going on with that person)
Other important factors are:
Previous dental experiences
Attitudes and beliefs about the importance of his or her teeth
Anxiety and Fear of Pain
For many patients, it is the expectation of pain, not actual pain, that causes the greatest distress
Subjective fears, also known as acquired fears, are based on feelings, attitudes, and concerns that have developed at the suggestion of peers, siblings, parents, or other individuals
Objective fears, also known as learned fears, are those related to the patient’s experiences and his or her own memories of those experiences
Financial Needs
Often, a major obstacle to patient acceptance is the cost of treatment
Patients may believe that:
The fees are too high
They are unable to afford the treatment
That they do not need the treatment
Many people do not equate dental care with basic human needs such as shelter and food
Getting people to understand the benefits and advantages of appropriate treatment requires good communication skills
Phone Skills
The phone is your most important piece of equipment used in public relations
Most patients make their first contact with the dental office by phone
The first contact, the patient forms an opinion of the practice.
Callers Wanting to Speak to the Dentist
The dentist should not be interrupted at chairside to come to the phone
Phone interruptions may do the following:
Reduce productivity and cause treatment delays
Are inconsiderate to the seated patient
Make it difficult for the dental team to maintain infection control protocols
The most common exceptions for which a dentist should come to the phone are to talk with another dentist, the dental laboratory technician, or an immediate family member
Types of Business Letters
Many practices send letters to their patients for a variety of reasons, including:
Welcome to the practice
Congratulations
Acknowledgment of a referral
Completion of an extensive case
Continuing care (recall)
Missed appointment
Proposed treatment
Collection of payment
Types of Practice Marketing
EXTERNAL MARKETING activities take place outside the office and are directed to people who are not patients
Activities include:
Health fairs
Presentations to schoolchildren or senior citizen groups
External marketing activities may require staff members’ participation in the community
Internal marketing strategies are those activities and promotions that are targeted to current patients of the practice
Publishing a practice newsletter
Developing promotional materials for insertion into monthly statements
Sending flowers or other appropriate “thank you” gifts to those who refer new patients to the practice
Sending birthday or other special occasion cards to patients
Sponsoring giveaways, office open hours, and other promotional events
Dental Office Newsletter
The newsletter represents a valuable communication tool for the practice
Purposes include the following:
Keeping patients aware of new technology and treatment advances
Keeping in touch with the dentist and members of the dental team
Listing patients’ names as referral sources or contest winners
Note: Names are used only with the patients’ permission
Announcing other changes that have taken place within the practice