GET THE TOTAL PRACTICE IMPROVEMENT VIDEO LIBRARY THAT KEEPS ON GROWING!

The videos in our curriculum are concise and detailed explanations of the administrative and clinical systems critical to a thriving practice. Check out this preview, and see what sets Compass video solutions above all others!

Train a new team member in two weeks?

Meet Paolo Zapata, Compass user and already an admin rock star at Jobe Dental in Kansas City! See how the Compass Video Program is getting her up to speed.

COURSE CURRICULUM

Click on any of the 16 chapters to see the videos and materials included in the Compass Video Program.

  • 1

    INTRODUCTION: WELCOME TO THE PROGRAM!

    • VIDEO: WELCOME! Introduction to the Compass Video Program

    • VIDEO: Dentistry 101: Getting Started

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

  • 2

    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

  • 3

    HUDDLES AND MEETINGS: Structured Systems for How to Meet

    • HUDDLES AND MEETINGS: A brief foreword to this unit

    • 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: UNRELIABLE PATIENTS: A strategy to prevent cancellations and no-shows (flagging them in the huddle)

    • COMPASS POINTS: UNRELIABLE PATIENTS: A strategy to prevent cancellations and no-shows (flagging them in the huddle)

    • 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

  • 4

    MORNING CHECKLISTS: Post-Huddle Items for Admin

    • How To Start Your Day

    • DOWNLOAD: Administrative task checklists for every front office role

  • 5

    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

  • 6

    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

    • COMPASS POINTS: 3 Daily Reports companion guide

    • 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

  • 7

    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

  • 8

    COLLECTIONS AND BILLING

    • A word about the Collections and Billing section

    • VIDEO: Accounts Receivable

    • COMPASS POINTS: Accounts Receivable companion guide

    • VIDEO: What to do about Credit Balances

    • COMPASS POINTS: What to do about Credit Balances companion guide

    • VIDEO: Adjustments

    • COMPASS POINTS: Adjustments companion guide

    • 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

  • 9

    SCHEDULING

    • VIDEO: Scheduling Calibration Exercise

    • COMPASS POINTS: Scheduling Calibration Exercise

    • VIDEO: Block Scheduling Strategies

    • COMPASS POINTS: Block Scheduling Strategies

    • 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

  • 10

    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: YOUR FEES: How to review and raise them

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

  • 11

    NEW PATIENT STRATEGIES

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

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

  • 12

    TREATMENT PLANNING STRATEGIES

    • 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: Financial Agreement Presentation to Patients

    • COMPASS POINTS: Financial Agreement Presentation to Patients

    • DOWNLOAD: Financial Agreement Document

    • Planned Treatment Tracker

  • 13

    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

  • 14

    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

  • 15

    HIRING: A Guide to Finding the Right People

    • 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

  • 16

    TEAM CULTURE (The "ooey-gooey" stuff!)

    • VIDEO: THE GRATITUDE JAR: Recognizing standout employees

    • COMPASS POINTS: THE GRATITUDE JAR: Recognizing standout employees

    • VIDEO: Achieving Goals by Moving Forward Together

  • 17

    IN-HOUSE MEMBERSHIP PLAN: How to Build Your Own (OPTIONAL CHAPTER)

    • Introduction: Why implement an in-house membership plan?

    • THREE IMPORTANT NOTES BEFORE WE START BUILDING YOUR PLAN!

    • MEMBERSHIP PLAN COMPLETE COMPANION GUIDE: Download this complete "How-to" guide to reference as you watch the following videos.

    • PART 1 VIDEO: IN-HOUSE MEMBERSHIP PLAN: STRUCTURE AND PRICING

    • PART 1 DOWNLOAD: HEALTHY ADULT MEMBER: Contract/Patient agreement with terms and conditions

    • PART 1 DOWNLOAD: ADULT PERIO MEMBER:Contract/Patient agreement with terms and conditions

    • PART 1 DOWNLOAD: CHILD CLUB MEMBER: Contract/Patient agreement with terms and conditions

    • PART 2 VIDEO: IN-HOUSE MEMBERSHIP PLAN: MARKETING AND SELLING YOUR PLAN

    • PART 2 DOWNLOAD: BROCHURE EXAMPLE: Download this tri-fold brochure, use it as a template for designing your own

    • PART 3 VIDEO: IN-HOUSE MEMBERSHIP PLAN PART III: MANAGING AND MAINTAINING YOUR PLAN

    • PART 3 DOWNLOAD: SPREADSHEET TEMPLATE: Create an excel spreadsheet with these fields to manage your in-house membership program

  • 18

    BONUS VIDEO AND FORMS

    • ABOUT THESE VIDEOS

    • VIDEO: GET PAID! Three steps to creating solid financial agreements with patients

    • Financial Agreement Form

    • Consent to hold payment form

    • VIDEO: SAME DAY TREATMENT: Four steps for adding and organizing treatment in your schedule

    • Emergency Triage Form

    • THE CUE CALENDAR: A month-to-month to-do list for your dental practice

    • Downloadable Cue Calendar

    • VIDEO: FALL RECARE: Three steps to keeping your fall schedule full

    • First "Remaining Benefits" letter

    • Second "Remaining Benefits" letter

TWO WAYS TO PAY, WITHOUT CONTRACTS!

Sign up for a month-to-month subscription, or join for a year and save. LIMITED OFFER! Choose either payment option and receive a special gift: Your own hardcover Compass Playbook. It's a complete collection of companion materials for the Compass Video Program, yours ABSOLUTELY FREE with your purchase!

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"Samantha and I developed a great partnership quickly! She doesn’t just give you tools to take a practice to the next level, she is also very caring, supportive and always there when needed. Her videos are so helpful and I love how they are quick, concise and funny!"

-Cristina Leluga, Jobe Dental

FREE VIDEO: URGENT RECARE TIP FOR FALL

How is your October schedule looking? If you realize the Covid-19 shutdown caused a massive hole in your fall schedule, check out this video and try Sam's 3-step approach to avoiding "SUCK"tober!


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Need help implementing your administrative and clinical systems?

Compass offers totally customized coaching packages designed to meet your practice needs. From virtual training to on-site visits, your own Compass Advisor can help you reach your goals. Email info@compassdps.com or call us at (602) 284-6168, so we can design the guided program that fits your vision and budget.

See what successful dental professionals are saying about Compass Head Coach, Samantha Jones!

"Sam basically pretty much rebuilt this whole office."


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