WHAT IS THE COMPASS DENTAL PRACTICE INSTITUTE?

And how is it different from traditional consulting?

The institute is a combination of virtual and live training for your entire team. It is the perfect solution for practices looking to level-up their communication, systems and protocols, without the high cost and stress of bringing in a personal consultant.  When you join, you'll have access to our entire curriculum of professionally produced videos, guides and resources. You'll also have access to twice-monthly group masterminding meetups with host and creator, Samantha Jones. Samantha has more than 25 years in administrative and dental management, and she loves to help teams grow!

Every month, you'll receive a package of videos and resources to work on as a team. It's easy to stay engaged, as Samantha will be available to discuss the content and your questions at our virtual community meetups.

There are no large up front payments or contracts. Simply join and you'll receive the materials and motivation every week. We've included a sample video clip and the full curriculum below. Whether you're looking to bolster team communication, tighten financial strategies, or improve scheduling systems, you can find it in our comprehensive curriculum. We hope you'll join the growing community here at the Compass Dental Practice Institute!

WHAT'S IN THE CURRICULUM?

Click on any of the 17 modules to see the videos and materials currently included in the Compass Dental Practice Institute

  • 1

    INTRODUCTION: WELCOME TO THE PROGRAM!

    • VIDEO: WELCOME! Introduction to the Compass Video Program and Institute

    • VIDEO: Dentistry 101: Getting Started

    • Dental Dictionary: A 75-page reference guide of clinical and administrative dental terms
  • 2

    LEADERSHIP AND COMMUNICATION

    • VIDEO: How poor leadership affects the team

    • VIDEO: How to remain productive without burning out

    • VIDEO: How to run a more successful dental BUSINESS

    • VIDEO: When the dentist asks, "Isn't it just better if I do it myself?"

    • VIDEO: "Can I have a Raise? How much owners should be sharing with team members about money

    • VIDEO: Implementing a bonus system: Good or bad idea?

    • BONUS DEBRIEF WITH SAMANTHA: THE CUE CALENDAR: A month-to-month to-do list for your dental practice

    • Downloadable Cue Calendar
  • 3

    WHO ARE YOU?

    • VIDEO: Who Are You?

    • COMPASS POINTS: Who Are You?

    • INTERNAL STUDY CLUB: What it is and Why it's important

    • VIDEO: Internal Study Club

    • COMPASS POINTS: Internal Study Club Guide and Checklist

    • DOWNLOAD: List of patient-friendly terms
  • 4

    HUDDLES AND MEETINGS: Structured Systems for How to Meet

    • HUDDLES AND MEETINGS: A brief foreword to this unit

    • VIDEO: Keeping the team aligned throughout the day: A preview of the ideal morning huddle

    • VIDEO:THE HUDDLE: Making it Efficient and Effective

    • COMPASS POINTS: The Huddle: Making it Efficient and Effective

    • DOWNLOAD: Assistant's Huddle Sheet

    • DOWNLOAD: Hygienists' Huddle Sheet

    • DOWNLOAD: Admin Huddle Sheet (For teams who have administrators report during huddle)

    • VIDEO: Making the meeting count: A preview to the 7-step team meeting

    • VIDEO: Effective Team Meetings: A 7-Step Strategy

    • COMPASS POINTS : Effective Team Meetings companion guide

    • DOWNLOAD: Team Meeting Agenda Template

    • DOWNLOAD: Team Meeting Maintenance List

    • VIDEO: THE GRATITUDE JAR: Recognizing standout employees
  • 5

    MORNING CHECKLISTS: Creating a game plan for your day

    • How To Start Your Day

    • VIDEO: Administrative task lists: A system for organizing the front desk

    • DOWNLOAD: Administrative task checklists for every front office role

    • BONUS MOTIVATION!!! The key to finding a healthy work/life balance
  • 6

    ADMIN TASK TIME

    • VIDEO: Hour of Power Strategy

    • COMPASS POINTS: Hour of Power Strategy companion guide

    • VIDEO: Downtime Checklists

    • COMPASS POINTS: Downtime Checklists companion guide

    • Downloadable Admin Checklist

    • Downloadable Hygiene Checklist

    • Downloadable Assistant Checklist
  • 7

    DAILY, WEEKLY, AND MONTHLY REPORTS YOU SHOULD BE RUNNING

    • Why it's Important to Run and Understand these Reports

    • VIDEO: 9 Critical Reports Overview

    • COMPASS POINTS: 9 Critical Reports overview guide

    • DOWNLOAD: 9 Critical Reports Checklist

    • VIDEO: DAILY REPORTS: The 3 reports you should be running every day: Production, collections, audit trail

    • COMPASS POINTS: 3 Daily Reports companion guide (Production, collections, audit trail)

    • VIDEO: WEEKLY REPORTS: Accounts Receivable

    • COMPASS POINTS: Accounts Receivable companion guide

    • VIDEO: WEEKLY REPORTS: Credit Balance

    • COMPASS POINTS: Credit Balance companion guide

    • VIDEO: WEEKLY REPORTS: Recare

    • COMPASS POINTS: Recare companion guide

    • VIDEO: MONTHLY REPORTS: Outstanding Insurance

    • COMPASS POINTS: Outstanding Insurance companion guide

    • VIDEO: MONTHLY REPORTS: Adjustments

    • COMPASS POINTS: Adjustments companion guide

    • VIDEO: MONTHLY REPORTS: Outstanding Diagnosed Treatment

    • COMPASS POINTS: Outstanding Diagnosed Treatment companion guide
  • 8

    METRICS AND TREATMENT TRACKING

    • VIDEO: Which practice metrics to measure, and when

    • VIDEO: Samantha Jones' explanation of the "Treatment Tracker" for your practice

    • Make your own Treatment Tracker spreadsheet

    • BONUS MOTIVATION!!! Achieving Goals by Moving Forward Together
  • 9

    PHONE SKILLS

    • A Note about the Phone Skills Chapter

    • VIDEO: Phone Greetings for a Stellar First Impression

    • COMPASS POINTS: Phone Greetings for a Stellar First Impression

    • VIDEO: WRONG ANSWER: The voicemail mistake that turns away patients

    • COMPASS POINTS: WRONG ANSWER: The voicemail mistake that turns away patients

    • VIDEO: Virtual Office Tour: A strategy to bring in new patients

    • COMPASS POINTS: Virtual Office Tour: A strategy to bring in new patients

    • COMPASS POINTS: New Patient Phone Conversation Checklist and Language Guide (Use with video below)

    • DOWNLOAD: New Patient Information form (Use with New Patient Phone Conversation video below)

    • VIDEO: New Patient Phone Conversation

    • VIDEO: CANCELLATIONS: How to React When Patients Call to Cancel

    • COMPASS POINTS: CANCELLATIONS: How to React When Patents Call to Cancel

    • VIDEO: TRIAGING EMERGENCIES: How to React When Patients Call in Discomfort

    • COMPASS POINTS: TRIAGING EMERGENCIES: How to React When Patients Call in Discomfort

    • VIDEO: How to Handle Difficult Phone Conversations

    • COMPASS POINTS: How to Handle Difficult Phone Conversations
  • 10

    COLLECTIONS AND BILLING

    • VIDEO: "Why is my accounts receivable ballooning?": An intro to Accounts Receivable

    • VIDEO: Collecting from Every Patient, Every Time

    • COMPASS POINTS: Collecting from Every Patient, Every Time

    • VIDEO: Confidently Collecting on "Date of Service"

    • COMPASS POINTS: Confidently Collecting on "Date of Service"

    • DOWNLOAD: Financial Agreement form template

    • VIDEO: SENDING STATEMENTS: Preventing Past Due Balances from Adding Up

    • COMPASS POINTS: SENDING STATEMENTS: Preventing Past Due Balances from Adding Up

    • VIDEO: WRONG MESSAGE? What your statements might be saying to patients
  • 11

    SCHEDULING

    • VIDEO: How can we keep cancellations and no-shows from ruining the schedule?

    • VIDEO: Scheduling Calibration Exercise

    • COMPASS POINTS: Scheduling Calibration Exercise

    • VIDEO: Block Scheduling Strategies

    • COMPASS POINTS: Block Scheduling Strategies

    • VIDEO: How do we keep the practice from running behind

    • VIDEO: A method for efficient doctor exams

    • VIDEO: Managing Unreliable Patients in your Schedule

    • COMPASS POINTS: Managing Unreliable Patients in your Schedule

    • VIDEO: Strategy for a Full Schedule Tomorrow (free lunch today!)

    • COMPASS POINTS: Strategy for a Full Schedule Tomorrow (free lunch today!)

    • VIDEO: Unscheduled Treatment Strategy

    • COMPASS POINTS: Unscheduled Treatment Strategy

    • VIDEO: "Smart Scheduling" in Hygiene

    • COMPASS POINTS: "Smart Scheduling" in Hygiene

    • VIDEO: CONFIRMED APPOINTMENTS: Making sure patients show up

    • COMPASS POINTS: CONFIRMED APPOINTMENTS: Making sure patients show up

    • BONUS DEBRIEF WITH SAMANTHA: SAME DAY TREATMENT: Four steps for adding and organizing treatment in your schedule

    • Emergency Triage Form
  • 12

    INSURANCE SYSTEMS

    • VIDEO: Outstanding Insurance

    • COMPASS POINTS: Outstanding Insurance companion guide

    • VIDEO: Proactive Insurance Verification

    • COMPASS POINTS: Proactive Insurance Verification

    • DOWNLOAD: Insurance Verification Questionnaire

    • VIDEO: How to know if your fees are up to date, or need adjusting

    • VIDEO: YOUR FEES: How to review and raise them

    • COMPASS POINTS: YOUR FEES: How to review and raise them

  • 13

    NEW PATIENT STRATEGIES

    • VIDEO: One thing you can do to improve your practice for patients (Team activity to create a better first impression)

    • VIDEO: THE NEW PATIENT PROCESS: Enhancing their experience with total team communication

    • COMPASS POINTS: THE NEW PATIENT PROCESS: Enhancing their experience with total team communication
  • 14

    TREATMENT PLANNING STRATEGIES

    • VIDEO: Preventing systems breakdowns: Intro to the "Express Handoff"

    • VIDEO: The "Express Handoff": A system to steer patients past treatment concerns

    • COMPASS POINTS: The "Express Handoff": A system to steer patients past treatment concerns

    • DOWNLOAD: Express Handoff Slips (Download and use to communicate future treatment details)

    • VIDEO: How should we react when patients say, "It's too expensive"'?

    • VIDEO: Financial Agreement Presentation to Patients

    • COMPASS POINTS: Financial Agreement Presentation to Patients

    • DOWNLOAD: Financial Agreement Document

    • BONUS TREATMENT PLANNING DEBRIEF WITH SAMANTHA:

    • DOWNLOAD: Consent to hold payment form
  • 15

    RECARE STRATEGIES

    • VIDEO: 3 Component Recare Strategy

    • COMPASS POINTS: 3 Component Recare Strategy

    • VIDEO: Recare Report

    • COMPASS POINTS: Recare Report

    • VIDEO: Reactivation and Inactivation: Keeping an updated, accurate patient base

    • COMPASS POINTS: Reactivation and Inactivation: Keeping an updated, accurate patient base
  • 16

    REFERRALS AND REVIEWS: Systems to Keep Your Schedule Full

    • VIDEO: Managing Referrals to Specialists

    • COMPASS POINTS: Managing Referrals to Specialists

    • VIDEO: Asking Patients for Reviews and Referrals

    • COMPASS POINTS: Asking Patients for Reviews and Referrals
  • 17

    HIRING: A Guide to Finding the Right People: A bonus module for practice owners and office managers

    • VIDEO: One common hiring mistake in dental practices

    • VIDEO: Ideas for how to hire consistently good team members

    • VIDEO: "How do I prevent turnover in my practice?"

    • VIDEO: Hiring: A 5 -Step guide to finding the right people

    • COMPASS POINTS: Hiring: A 5-Step guide to finding the right people (companion guide)

    • Phone interview question and response form

    • Live interview question and response form

    • CULTURE MOTIVATION!!! How culture impacts employee retention

SUBSCRIBING IS EASY!

No contracts, no big annual consulting fee.

Check out our reviews!

We at Compass are grateful to work with some amazing dental teams. We pride ourselves on providing the easiest, most comprehensive solutions for any style of dental practice. We are honored when they say nice things about us!

  • Sam Jones at Compass is hands down the best investment I have made as a practicing dentist! -Peter McClellan, DDS

  • Sam has helped diagnose many holes in our systems and policies, many of which we would have never seen. Thank you to Sam and Compass Solutions for helping me to finally run smart and healthy practices. My team and I are very grateful! - Danny Rome, DDS

  • I have worked with Samantha Jones and her company for over 2 years and I am very impressed with the knowledge and the professionalism that is shown, but what is more important than that, is how she deals with our team members, she always takes the time to listen and makes us feel like we mean something, I have learned so much these past 2 years! -Lesley Asher

See what successful dentists are saying about Samantha Jones and the compass program!