Teamio was founded on the belief that you can build a lean dental practice that is scalable with SYSTEMS.
As the practice owner busy seeing patients all day, I had no idea if all the important things that are supposed to be done to move the “needle” – were actually being done.
Frustrated with what my team was doing to work ON the business of my practice – such as following up with unscheduled treatment patients, recall patients, following up on AR, etc. –
I had no way of tracking if my team’s work that filled my schedule and reduced my AR was actually being completed on a consistent basis.
I knew there had to be a way to set up systems that would keep my team consistent and hold them accountable!
That’s when it began!
I drew initial screenshots on Microsoft’s OneNote app on my Surface laptop during my flight to Phoenix. The date on the document is May 8, 2016! (Feel free to click on the images to enlarge them to see more details)