The first step in workflow communication is the request. Clear and unambiguous requests require preparation. Prepare by considering your desired outcome of the request. Be clear on your Conditions of Satisfaction. Your conditions of satisfaction should convey what the end product / service looks like, the timing for completion, and your offer, if any, to compensate or reward the person you are making the request of.
An example. “Please call our customers and collect past due balances 60 days and older. Please have this completed by July 1. This is what success looks like.”
Next up in the workflow communication loop…….negotiation. Stay tuned!
We serve many dental practices at BookwerksTM. Part of our service is helping you clarify your goals. Next, we analyze where you are with your business’s finances. Then we create custom bookkeeping practices to help you fulfill your goals. These includes intuitive, dental-specific financial reporting that helps you track how you are progressing toward your profitability goals. We study the past to affect positive change for the future. The job of a Cincinnati dental bookkeeper seems simple, but it is actually quite complicated. They must know the law, the tax code and medical accounting standards. They handle financial transitions; record purchases, sales and expenses; develop systems and more. Hiring a Cincinnati-based bookkeeping company like BookWerksTM that specializes in dental practices can have a multitude of benefits: more time to focus on your patients, advance warning of cash flow issues, easier tax time; simpler loan applications and better work-life balance.