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How to Create an Automated Dental Practice

As dentists, we’re visionaries, and if having an automated dental practice is something you’ve dreamed of for your practice, you might be surprised to learn it’s not very difficult to put in place. If you want to create an automated dental practice, you only need a few pieces in place. After all, a vision alone won’t help you achieve your goal. You also must take action and hold yourself accountable as you pursue your goal. Here are the three pieces to put in place if you want to work toward building an automated dental practice.


Buy a whiteboard to automate setting and hitting goals for your dental practice.

Of all the strategies I teach dentists to grow their practices, using a whiteboard is one of my favorites. It’s simple. It’s effective. There’s no tech to learn. Best of all, it’s very lost cost, often less than $10. I know whiteboards don’t sound very sexy or exciting, but this tool can change everything in your practice. With it, you can publicize relevant key performance indicators and see at a glance whether you’re on track to hit our targets. Even better, everyone in your office can see progress in real-time and is held accountable without any uncomfortable conversations. The public nature of the whiteboard helps people avoid falling behind and encourages others on the team to support each other so the group hits all goals. That means you don’t have to go around talking about production or letting people know they’re behind. As long as the whiteboard is updated everyone on the team can work together to set and achieve important practice productivity goals.


Automate communication among team members.

With your goals on track, the next step to automating your dental practice is automating communications among your team members. In my practice, automating communication means using a project management tool called Asana. It’s a free online tool where we can record and manage information, share resources, and easily assign tasks to team members. With Asana, we can even automate weekly check-ins so every team member can give a quick update on their tasks and progress. We can assign specific to-dos from inside Asana and automatically update everyone who needs to know. And then we can quickly review people’s to-dos, see what’s still open, and figure out why something hasn’t been done. Even better, if someone on the team needs my specific feedback on a task, they can just tag me in Asana in the same way they would tag a friend on Facebook. I don’t need to set up a meeting or even be in the office to review and respond to their question.


Automate your dental practice marketing.

Automating your marketing is an extremely powerful part of automating your dental practice because it will drive new patients into your practice on an ongoing basis. What’s so amazing about automated marketing is that once you’ve set it up, it essentially runs itself—it requires very little time or money on your part. Automating your dental practice marketing is simple. You just need to do two things. First, set up dental marketing funnels to and Facebook ads to key audiences that drive traffic to your funnels. In my practice, we’ve built out multiple marketing funnels. They’re easy to set up and require no work from you after the setup. Through funnels, we send people to quizzes to prequalify them. At the end of the quiz, we offer patients the opportunity to come in and talk to us or leave their email so we can communicate with them. With these in place, high-value dental practice leads hit our inbox on a regular basis.

Do you want to build an automated dental practice?

Automating your dental practice doesn’t need to be complicated. A simple whiteboard can help you set and more easily achieve practice goals. Asana can make team member communication easy. And automated dental practice marketing can keep patients coming in on a regular basis. With those three pieces in place, your job as practice owner will become much, much easier. Even better, your team will be set up for success. They'll be able to continue to perform without you needing to be there and get involved in everything. If you want more help with your practice, join our community of Dental Bosses just like you, in the Dental Boss Movement Facebook group if you want support and training as you grow your dental practice. More than 1,000 Dental Bosses are already in there learning and growing together. Join us today!

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