AADOM PODcast – Ditch the Excel Spreadsheets, The Solution is Kleer
Spreadsheets are undeniably invaluable for office work. However, attempting to use a tool not explicitly designed for your desired task – like your membership plan – proves highly ineffective.
If you’re an Office Manager expanding access to care through your home-grown membership plan, that is a win. But over time, as you add more members, process payments, add family members, apply treatment savings, and manage renewals, things can quickly become more complex than when you started.
Instead of helping patients and supporting your team, your valuable effort gets sucked into inefficient and error-prone processes. Utilizing the power of an advanced, cloud-based membership platform enables you to experience a newfound simplicity and efficiency while maximizing results.
Improve how you automate and track results
Although membership plans can create great results, they are burdened with manual tasks that can impact team productivity. Posting subscription payments, enrolling patients, and tracking benefits are all critical aspects of any membership plan. Excel is far from equipped to manage it all. And while the layout and design of your workbook may seem easy to understand, it can quickly become convoluted for those unfamiliar — making collaboration difficult for your team.
Membership platforms enhance your ability to collect, track, and report accurate performance metrics. Having a modern, user-friendly interface, plus reliability in automated operational processes, allows everyone on your team to have a holistic view of your plan’s performance — helping improve accuracy and reducing time spent on manual tasks.
Safeguard your office from risk
Although membership plans do not need to be licensed, they must comply with state and federal regulations. You’ll need to build safeguards to ensure compliance with HIPAA, federal anti-kickback laws, federal physician self-referral laws, federal consumer protection laws, FTC laws, and state healthcare and dentistry laws.
Protecting your practice is the priority. Membership platforms will often include a variety of disclosures, consents, data security infrastructure, support processes, and secure payment management features — and continuously monitor state and federal guidelines to stay up to date with compliance standards so you don’t have to.
Provide the online experience your patients want
Your patients live in a digital world and expect you to meet them there. They learn, buy, and book online and cringe when asked to fill out written forms. They also change their mind a lot. After purchasing your membership plan, they may want to move from a monthly payment plan to an annual one. Or they may want to change the credit or debit card they have on file.
When you leverage a membership platform, the purchase experience is like other consumer subscriptions and can be completed in under 2 minutes. Patients gain visibility to review benefits, manage payments, and make changes without taking valuable time away from your team.
Integrate for sustainable growth
Practices need their data to flow seamlessly across systems as they grow. However, Excel or paper-based solutions fail to address this fundamental challenge that practices need to scale their membership plan. Office Managers often enter data twice between their excel plan and practice management software.
Practice management integrations help eliminate information silos and allow for the secure flow of patient data from your membership platform to your PMS. A fully integrated solution will help you to:
- Eliminate the time-consuming tasks of managing a membership plan
- Identify and engage patients that are a perfect fit for your membership plan
- Measure the impact your membership is having on patient behavior and practice performance
Everything and more with Kleer
Membership plans are quickly growing in capability to better serve the needs of dental teams and their patients. Kleer leads this effort with platform innovations designed to dramatically improve membership plan management, tracking, and results.
When you work with Kleer, you get a hands-on team of experts dedicated to ensuring your success. From building and pricing your plan to onboarding, marketing, support, and beyond, we have the expertise and insight that comes from working with thousands of dental practices across the country and the passion for working as an extension of your team. We’re with you every step of the way — schedule your free 1:1 consultation today!
EPISODE SUMMARY
Spreadsheets are undeniably invaluable for office work. However, attempting to use a tool not explicitly designed for your desired task – like your membership plan – proves highly ineffective.
In the case of analyzing performance and streamlining for efficiency, Dianna McHugh, VP of Customer Success at Kleer, discusses:
- The top problems practices run into when managing an in-house plan
- The crucial components missing in most legacy solutions
- Best practices and strategies to migrate your existing patients to an automated platform
EPISODE NOTES
AADOM Radio & Kleer Present:
Dianna McHugh, VP of Customer Success at Kleer
Learning Objectives:
- The top problems practices run into when managing an in-house plan
- The crucial components missing in most legacy solutions
- Best practices and strategies to migrate your existing patients to an automated platform
More About Dianna:
Dianna leads the Kleer Success Team, an award-winning group of dedicated professionals committed to helping customers get the maximum value out of their Kleer-powered membership plan. She’s been at Kleer since day 1 and has worked with 100s of office managers to help them implement successful membership plans. She’s always worked in customer focused roles and sincerely cares about how Kleer can help impact your practices for the better!
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