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How to Run Your Clinic · Part 1 · 5 min 50 s

How to Run a Dental Clinic: The 8 Systems Every Clinic Needs

Two dental clinics. Same city, same chairs, same fees. One is booked 3 weeks out. The other has empty chairs every afternoon. The difference is almost never the dentistry. It is systems. Here are the 8 every clinic needs, and the one number that tells you whether each one is working.

Chapters

  1. 0:00 Two clinics
  2. 0:21 Your clinic is a pipe
  3. 0:57 1 · Patient acquisition
  4. 1:33 2 · Sales
  5. 1:57 3 · Follow-up
  6. 2:31 4 · Appointment management
  7. 3:02 5 · Advised treatment
  8. 3:38 6 · Retention
  9. 4:06 7 · Patient engagement
  10. 4:34 8 · Online presence
  11. 4:56 The scorecard
  12. 5:28 Next episode

Example. The rupee figures in this episode are examples to show the arithmetic. They are not results from any clinic.

Two clinics

Two dental clinics. Same city, same chairs, same fees.

One is booked 3 weeks out. The other has empty chairs every afternoon, and the owner is posting on Instagram at 11 at night.

The difference is almost never the dentistry. The first clinic runs on systems. The second runs on memory.

Your clinic is a pipe

Think of your clinic as a pipe. Patients come in at one end, as enquiries. Revenue comes out at the other, as treatments, cleanings and referrals.

And every pipe leaks. Today, the eight systems that plug those leaks, and the one number that tells you whether each one is working.

A system is simple. A job done the same way every time, whoever is at the desk. And one number to check it. No number? Then it's a habit, not a system.

System 1: Patient acquisition

System one: patient acquisition. Enquiries come from walk-ins, referrals, Google, Instagram and ads.

Ask most owners how many enquiries came in last week, and you'll hear: quite a few. Quite a few is not a number.

Work backwards from the chair. Want 15 new patients a week, and 4 in 10 enquiries book? Then you need about 40 enquiries a week. Getting 25? Now you know exactly how far off you are.

The number: enquiries per week, by channel.

System 2: Sales

System two: sales. Of the enquiries marketing brought in, how many booked an appointment?

40 enquiries, 14 bookings. That's 35%. 26 people reached out, and walked away.

If this number is low, more ads won't help. You'll just lose more people, faster. The number: conversion percent.

System 3: Follow-up

System three: follow-up. Most people don't book on the first message. They ask what an implant costs, then go quiet. Quiet is not a no.

A follow-up system is a written schedule. Day 1, day 3, day 7, day 14, day 30. It happens whether or not anyone remembers.

The number: follow-ups per lead. In most clinics, it's one. Sometimes zero.

System 4: Appointment management

System four: appointment management. A no-show costs you twice. The chair sits empty, and the staff are paid anyway.

60 appointments a week, 9 no-shows. That's 15%. At ₹1,500 a slot, that's over ₹50,000 a month, gone.

The fix: confirm every appointment the day before, and remind on the morning. The number: no-show %. Aim for under 5.

System 5: Advised treatment

System five: advised treatment. You advise a root canal and crown. The patient says, I'll think about it. And the file closes.

20 patients advised this quarter. 8 completed. The other 12, at ₹12,000 each, are ₹1,44,000, sitting in your own records.

Follow up every advised treatment until it's done, or clearly declined. The number: treatment completion percent.

System 6: Retention

System six: retention. Six-monthly cleanings. Unfinished treatments. Retainer checks after braces.

100 patients due for recall this month. 30 come back. That's 70 cleanings missed, and every problem you would have caught at them.

The number: recall completion %. Most clinics are under 30. The best are above 70.

System 7: Patient engagement

System seven: patient engagement. Treatment ends. The relationship shouldn't.

Six months after an implant, a short message from the doctor: how is it feeling? A year after a root canal and crown: any sensitivity? Patients remember that clinic, and send their family there.

The number: check-ins done, as a % of those due.

System 8: Online presence

System eight: online presence. When someone searches for a dentist near me, your Google profile is your front door.

Two numbers: Google reviews collected this month, and where you rank when you search for a dentist in your own area. Not in the top 3? Patients are finding someone else.

The scorecard: 8 systems, 8 numbers

Eight systems. Eight numbers. Enquiries per week. Conversion. Follow-ups per lead. No-shows. Treatment completion. Recalls. Check-ins. Reviews and rank.

The clinic scorecard: each system and its one number
#SystemThe one number
1Patient acquisitionEnquiries per week, by channel
2SalesConversion % (enquiries that book)
3Follow-upFollow-ups per lead
4Appointment managementNo-show %
Aim for under 5%
5Advised treatmentTreatment completion %
6RetentionRecall completion %
Most clinics are under 30%; the best are above 70%
7Patient engagementCheck-ins done, as a % of those due
8Online presenceGoogle reviews per month, and your local rank

You don't need all eight at once. Pick one. Put its number on a whiteboard at reception, and fix it this month. Next month, the next one.

Plug the leaks one by one, and growth stops being luck. It becomes natural.

Next episode

Next episode: patient acquisition. Where your enquiries really come from, and how to count them.

And if you'd like these eight numbers in front of you every Monday, without a spreadsheet, that's what we built Aumy for. See you in part two.

Part 2, Patient acquisition, is coming next. Where your enquiries really come from, and how to count them.

All episodes of How to Run Your Clinic