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Software of Excellence Blog

Festive Checklist: Getting your practice ‘new year’ ready

As we near the end of 2022, it’s a great time to start thinking about how you can best prepare for the holiday period and put your practice in the best position going into the new year – be it for enhanced efficiencies, maximising appointment books or marketing ideas that will help promote high-value treatments. 

To give you and your team a head start, our Customer Success team have put together eight actions for you to consider: 

  1. Market for a White Christmas – Create automated seasonal campaigns for treatments e.g. White Christmas/Teeth Whitening, Christmas Tree/Cavity Free, no one wants bad breath under the mistletoe!
  2. Ensure all additional comms, emergency contacts and opening times are sent out - Change voicemail to website reflect your Christmas hours, avoiding confusion and patient frustrations.
    hands holding a pen writing on a notepad
  3. Get inspiredDownload our latest White Paper and take a wider look at the current market. Find out how you can overcome any challenges facing the industry with our Best Practice Checklist. 

  4. Zone your diary for the new year, now – Ensure any closures and 2023 Bank Holidays are entered into the diary, this prevents any errors and stress later down the line, particularly with new additions such as the May holiday for the coronation of King Charles III. 

  5. Keep pre-booking – Practices are closed for Christmas not for new year so continue to prebook patients to keep your appointment book full going into the 2023. 

  6. New year new ‘revenue’ - Are you losing out on crucial revenue without knowing? There’s a tool within EXACT that can help you retrieve dormant revenue and get patients booked in for their incomplete treatment. Discover Care Manager today. 

  7. Treat your practice team this Christmas – Boost team morale (and patient experience) with tools that reduce admin time and promote efficiency. We have something for every practice. 

  8. Our gift to you – Make the most of a complimentary Business Review ahead of the new year. Our team will review your current workflows and practice data, offer constructive feedback and help plan your route to your practice goals. 

Christmas and New Year doesn’t have to be stressful. At Software of Excellence we want to help your practice run smoothly over the holiday period and into the new year – so let’s plan together. Contact us today and find out how we can help you get ‘new year ready’. 5