The High Performing Dental Team

Hey there, I’m Dayna Johnson . . . dental practice management expert, certified Dentrix trainer and founder of Novonee, revolutionizing the dental industry through innovation and strategic leadership. It wasn’t long ago that I lived in your shoes navigating the daily challenges of managing a dental practice with the hopes and dreams of having a productive schedule, money in the bank, and getting home on time to my sweet daughter. After 25 years working in the dental practice and 17 years as a certified Dentrix trainer, I found my life’s work helping dental teams 1:1 optimizing their systems and software. If you are looking to create the thriving dental practice you have always dreamed of and empower your high performing dental team, you are in the right place. Let’s get started!

The High Performing Dental Team is a education podcast hosted by Dayna Johnson, with 226 episodes on record and a Required Pod Score of 80.

Dayna Johnson hosts The High Performing Dental Team, a education show with 226 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  The High Performing Dental Team

  #226 Mapping Out Your Schedule for Optimized Workflow

  Sep 28, 202616 min

  Your dental schedule should do more than fill appointment times. It should help patients find you, make online booking easier, support your production goals, and keep your day running on time. In this episode of the High Performing Dental Team Podcast, Dayna Johnson takes one of her favorite practice management software features from her recent AADOM presentation and applies it specifically to the Dentrix community: Perfect Day Scheduling. She explains how thoughtfully mapping your Dentrix schedule can support online booking, improve patient access, simplify team workflows, and create a more productive day. Pasted text With patients increasingly using AI tools to search for dental practices, convenient access and online scheduling are becoming even more important. Dayna shares how Dentrix Perfect Day Scheduling can help practices prepare for this shift while still maintaining control over where patients can book. ✅ Key Takeaways - Why Dentrix Perfect Day Scheduling is becoming even more important as online booking and AI-powered search evolve. - How patients may use conversational AI tools to search for a dentist based on insurance, family needs, location, and appointment availability. - Why reducing barriers between finding your practice and booking an appointment online can improve the patient experience. - How to use Dentrix Perfect Day blocks to control which appointment times are available for online scheduling. - Why new patient blocks should be strategically positioned alongside procedures where the doctor is less captive. - How mapping your schedule horizontally can help your clinical team work more efficiently. Pasted text - How Perfect Day Scheduling can help new team members understand where specific procedures belong. - Why schedule blocks can support your daily dental production goals and create more consistency across the team. - How strategic scheduling can help protect lunch breaks and keep your team from routinely running late at the end of the day. - Why a well-designed Dentrix schedule can improve both practice productivity and the patient experience. Who This Episode Is For This episode is especially helpful for: - Dentrix users - Dental office managers - Dentists and practice owners - Scheduling coordinators - Front office teams - Practices implementing online booking - Teams struggling to reach daily production goals - Practices onboarding new dental team members - Dental teams looking to improve scheduling workflows and patient access ❓ Frequently Asked Questions What is Dentrix Perfect Day Scheduling? Perfect Day Scheduling allows you to map out specific blocks within the Dentrix Appointment Book for different types of procedures. This helps guide your team toward a more intentional schedule instead of simply filling whatever appointment time happens to be available. Is It Time to Map Out Your Perfect Day? Perfect Day Scheduling isn't just about making the Appointment Book look organized. It's about creating a dental scheduling system that supports your production goals, makes onboarding easier, improves online booking, protects your team's time, and creates a better experience for your patients. Dayna can help you map out your Dentrix schedule and build workflows that make sense for your practice. Book a discovery call with Dayna: https://calendly.com/dayna-johnson/discovery-call Learn more about Novonee and Dentrix training: https://www.novonee.com Subscribe to the High Performing Dental Team YouTube channel for more Dentrix training, dental practice management strategies, scheduling tips, workflow improvements, and practical systems for building a high-performing dental team.

  ListenShow Notes
• 

  The High Performing Dental Team

  #225 Dentrix Membership Plan Setup (Replay): 3 Ways to Manage and Track Your In-Office Membership Plan

  Sep 21, 202617 min

  Your dental membership plan should make life easier for your team, not create inaccurate reports, unnecessary claims, or confusing Dentrix workflows. In this episode of the High Performing Dental Team Podcast, Dayna Johnson breaks down her best practices for managing an in-office dental membership plan in Dentrix. Instead of giving every practice the same setup, Dayna explains three different levels, from a simple baseline approach to a fully optimized Dentrix membership plan workflow that tracks revenue, payments, renewals, and reporting. Whether you manage your membership plan internally or use a third-party membership company, this episode will help you decide how much information you want to track and how to build a Dentrix system that supports your dental practice management goals. ✅ Key Takeaways Why there isn't one perfect Dentrix membership plan setup for every dental practice. How to create a simple membership plan adjustment for hygiene procedures included in the plan. When Dayna recommends creating a separate fee schedule for membership plan patients who receive discounts on restorative treatment. Why Dayna does not recommend setting up your dental membership plan as an insurance plan in Dentrix. How treating a membership plan like insurance can inflate your insured patient count and cause Dentrix to try to generate insurance claims. How to create membership plan procedure codes when you want to track membership production and payments. Why membership revenue may be posted to an owner doctor or company provider ID to keep it separate from doctor and hygiene production. How a billing type can help identify membership plan patients and filter Dentrix reports. How to use Continuing Care to help track annual membership renewals. How to account for third-party membership management and processing fees when more detailed reporting is needed. How Future Due Payment Plans can support monthly membership payments and recurring credit card charges in Dentrix. Three Levels of Dentrix Membership Plan Management Option 1: Baseline Setup Keep the workflow simple. Post the patient's hygiene procedures as usual, then use a membership plan adjustment for services included in the plan. If your membership includes a restorative discount, consider attaching a membership-specific fee schedule. Option 2: Mid-Level Tracking Add membership plan procedure codes so you can track membership production and payments inside Dentrix while continuing to post and adjust included hygiene services appropriately. Option 3: Optimized Tracking For practices that want more detailed reporting, add tools such as a billing type and Continuing Care renewal tracking. This can allow you to track membership plan patients, revenue, payments, adjustments, and renewals inside Dentrix. Download the FREE Dentrix Membership Plan Tip Sheet Want the setup instructions in an easy-to-follow resource? Dayna created a free Dentrix Membership Plan Tip Sheet to accompany this episode. Download the free tip sheet: https://novoneecommunity.mykajabi.com/Membership-plans-setup-dentrix Want Help Setting Up Your Dentrix Membership Plan? If you're not sure which setup is right for your practice, or you want help creating better Dentrix systems, workflows, reporting, and membership plan processes, schedule a discovery call with Dayna. Book a discovery call: https://calendly.com/dayna-johnson/discovery-call? Learn more about Novonee: www.novonee.com Subscribe to the High Performing Dental Team YouTube channel for more Dentrix training, dental practice management strategies, workflow improvements, and practical systems you can implement immediately.

  ListenShow Notes
• 

  The High Performing Dental Team

  #224 End of Year Benfits

  Sep 14, 202615 min

  Use It or Lose It: How to Find Unscheduled Treatment in Dentrix Before Year-End September is the time to start mining for gold in Dentrix, because your patients may have unused dental benefits and unscheduled treatment sitting right in front of you. In this episode of the High Performing Dental Team Podcast, Dayna Johnson shares a practical year-end strategy for finding patients with unscheduled dental treatment and remaining insurance benefits. She explains how your entire dental team can create appropriate urgency around treatment, while your admin team uses the Dentrix Treatment Manager and Office Journal to build a consistent follow-up workflow. The goal isn't just to fill the schedule. It's to help patients maximize the benefits they've already paid for, improve case acceptance, and help your dental practice finish the year strong. ✅ Key Takeaways Why September is the ideal time to begin year-end dental insurance benefit conversations. How hygienists can review outstanding treatment during continuing care visits and educate patients about benefits that may expire. How dental assistants can reinforce treatment recommendations with existing and new patients. Why Dayna calls the Dentrix Treatment Manager "mining for gold." How to use Treatment Manager to identify recently diagnosed, unscheduled treatment that is still fresh in the patient's mind. How to filter Treatment Manager by remaining dental insurance benefits, including patients with a specific amount of benefits remaining. Why Dayna recommends focusing administrative follow-up on treatment diagnosed roughly two weeks to five months ago. How exporting Treatment Manager data to Excel may support additional email or text outreach workflows. How third-party patient communication software may help you create a year-end benefits campaign. Why the Dentrix Office Journal should be the centralized hub for documenting treatment follow-up. How Office Journal reminders can create a daily follow-up list for treatment coordinators and other admin team members. ❓ Frequently Asked Questions How do I find patients with unscheduled treatment in Dentrix? Dayna recommends using the Dentrix Treatment Manager to identify patients with recently diagnosed treatment who left without scheduling. For treatment follow-up, she typically focuses on cases diagnosed approximately two weeks to five months ago. Can Dentrix identify patients who still have insurance benefits remaining? Yes. Treatment Manager can be filtered by remaining benefits. For example, your team could look for patients with at least $500 in benefits remaining who also have unscheduled treatment. Where should we document treatment follow-up in Dentrix? Use the Office Journal as your centralized location for treatment follow-up notes. You can also create Office Journal reminders for future calls or texts, helping your team maintain a consistent follow-up workflow. Don't Wait Until December Year-end dental insurance campaigns work better when you give patients enough time to actually get scheduled. Bring this topic into your next morning huddle and get the entire team involved. Your hygienists, dental assistants, treatment coordinators, and front office team can all help patients understand their treatment needs and make informed decisions before the end-of-year rush. Want to Optimize Your Dentrix Systems? If you want help improving your Dentrix workflows, treatment follow-up systems, case acceptance, or dental practice management protocols, schedule a free discovery call with Dayna. Book a discovery call with Dayna: https://calendly.com/dayna-johnson/discovery-call Learn more about Novonee and Dentrix training: https://www.novonee.com Subscribe to the High Performing Dental Team YouTube channel for more Dentrix tips, dental practice management strategies, workflow improvements, and practical systems you can implement with your team.

  ListenShow Notes
• 

  The High Performing Dental Team

  #223 Scheduling Lists Best Practices

  Sep 7, 202616 min

  If your Dentrix Unscheduled List or Continuing Care List is so cluttered that your team has stopped using it, patients may already be falling through the cracks. In this episode of the High Performing Dental Team Podcast, Dayna Johnson shares what she has been seeing repeatedly during Dentrix practice assessments: messy scheduling lists, outdated appointments, unnecessary customized lists, and inaccurate Continuing Care data. She walks through practical ways to clean up your Dentrix Unscheduled List and Continuing Care List so your team can fill openings, improve patient retention, and create more reliable scheduling workflows. Your Dentrix practice management software should be your team's central source of accurate, current patient information. When the data is clean, these lists become powerful tools for keeping your schedule full and preventing patients from getting lost in the system. ✅ Key Takeaways Understand exactly what belongs on the Dentrix Unscheduled List, including broken, no-show, canceled, and Wait/Will Call appointments. Document the reason for a broken appointment in the Office Journal so the next team member has the full story. Avoid letting appointments sit on the Unscheduled List indefinitely. Dayna recommends approximately three months for most appointments, with reasonable exceptions. Clean up old customized scheduling lists created by former team members or providers. Simplify your workflow by using the main Unscheduled List and filtering by provider instead of maintaining numerous separate lists. Create useful Continuing Care Lists for overdue hygiene patients, rather than relying on Dentrix default lists for patients who are not yet overdue. Focus your Continuing Care workflow on prophy and periodontal maintenance patients who need to be reactivated. Remove broken or canceled appointments from the Appointment Book so Dentrix and your automated patient communication system don't mistakenly think the patient is still scheduled. Watch for patients incorrectly assigned to both prophy and periodontal maintenance Continuing Care types. Learn what the plus sign in the Continuing Care appointment column can tell you about a patient's existing appointment. Keep your Dentrix data clean so third-party patient engagement and reporting tools are also working from accurate information. Who This Episode Is For This episode is especially helpful for dental office managers, scheduling coordinators, hygiene coordinators, front office teams, Dentrix users, practice owners, and dental teams struggling with overdue patients, broken appointments, hygiene reactivation, patient retention, or schedule openings. ❓ Frequently Asked Questions What is the Dentrix Unscheduled List used for? The Unscheduled List acts as a holding place for patients who had a broken or canceled appointment or who need an appointment but are not ready to schedule yet. Used correctly, it becomes an important tool for filling openings and preventing appointments from falling through the cracks. How long should an appointment stay on the Dentrix Unscheduled List? Dayna recommends keeping most appointments on the list for no more than about three months. After several documented follow-up attempts, the team can remove the appointment rather than allowing the list to become unmanageable. Book a discovery call with Dayna: https://calendly.com/dayna-johnson/discovery-call Learn more about Novonee and Dentrix training: https://www.novonee.com If this episode was helpful, subscribe to the High Performing Dental Team YouTube channel and share it with your office manager, scheduling coordinator, or dental team. A cleaner Dentrix database can lead to better workflows, better follow-up, and fewer patients falling through the cracks.

  ListenShow Notes
• 

  The High Performing Dental Team

  Dental Insurance EFTs & ERAs: Get Paid Faster and Save Hours | Interview with Colleen Huff

  Aug 31, 202632 min

  Dental insurance payments don’t have to be confusing, time-consuming, or difficult to reconcile. If your dental practice is still relying heavily on paper checks and EOBs, understanding EFTs and ERAs could dramatically streamline your insurance workflow and improve cash flow. In this episode of the High Performing Dental Team Podcast, Dayna Johnson sits down with dental insurance expert Colleen Huff to break down EFTs (Electronic Funds Transfers), ERAs (Electronic Remittance Advice), insurance payment reconciliation, and Dentrix insurance workflows. Colleen explains why dental practices are moving toward electronic insurance payments, how to create checks and balances, and how tools like Dentrix Insurance Eligibility Pro can improve efficiency. They also discuss why dental insurance isn't just an administrative responsibility. From accurate clinical notes and diagnostic images to treatment estimates and collections, every member of the dental team plays a role in helping the practice get paid correctly. ✅ Key Takeaways Understand the difference between an EFT and ERA and why your practice may want both. Learn how ERAs can flow directly into Dentrix and reduce manual insurance payment posting. Discover why Colleen recommends a separate bank account for dental insurance EFT deposits to make reconciliation easier. Create a checks-and-balances process so your team verifies that EFT deposits actually reached the bank before posting payments. Learn why ERAs and EFTs can save significant administrative time and help improve dental practice cash flow. Understand how electronic EOB information can be stored within the patient's Dentrix Document Center. Learn why accurate insurance breakdowns directly affect treatment estimates, patient portions, collections, and patient trust. Hear Colleen's experience using Dentrix Insurance Eligibility Pro to sync insurance information and reduce manual data entry. Discover why your entire dental team, including the clinical team, has a role in successful insurance claims and reimbursement. Learn why dental practices need to continually update their insurance workflows as payer requirements and technology change. Who This Episode Is For This episode is especially valuable for dental practice owners, office managers, insurance coordinators, financial coordinators, dental billers, front office teams, Dentrix users, and anyone responsible for dental insurance payments, claims, EOBs, EFT reconciliation, accounts receivable, or insurance verification. Learn More From Colleen Huff Colleen offers training and resources to help dental teams understand EFTs, ERAs, insurance workflows, and the rapidly changing dental insurance environment. Learn more about Colleen's training: https://colleenhuff.com/ Ready to Improve Your Dental Practice Systems? If inefficient insurance processes, Dentrix workflows, or outdated systems are costing your team time and money, Dayna can help identify the gaps and create more efficient workflows. Book a discovery call with Dayna: https://calendly.com/dayna-johnson/discovery-call Learn more about Novonee: www.novonee.com Subscribe to the High Performing Dental Team channel for practical strategies on Dentrix, dental practice management, insurance workflows, accounts receivable, treatment planning, and building a more efficient dental team.

  ListenShow Notes

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.