American Dental Association

Managing Marketing: Guidelines for Practice Success


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       Acknowledgments

      This publication was developed by the American Dental Association’s Center for Dental Practice. The American Dental Association thanks the following individuals for their contributions to this module:

      • Dr. Andrew B. Brown, Council on Dental Practice 2012-2016, chair 2015-2016

      • Dr. Jean L. Creasey, Council on Dental Practice 2012-2016

      • Dr. Julia Mikell, Council on Dental Practice 2015-2019

      • Dr. Scott Theurer, Council on Dental Practice 2014-2018

      • Dr. Stacey Van Scoyoc, Council on Dental Practice 2015-2019

      • Mr. Gary Bird

      • Mr. Daniel A. Bobrow, MBA

      • Ms. Melissa Green

      • Ms. Wendy O’Donovan Phillips

      • Mr. Jacob Puhl

      • Ms. Grace Rizza

      In addition to the individuals cited above, principal contributors to this publication include Dr. Pamela M. Porembski, director, Council on Dental Practice, Cynthia Kluck-Nygren, manager, Dental Team Activities and Publications, and Dr. Diane Metrick, senior manager, Special Projects and Emerging Issues. Special thanks to the ADA’s Council on Dental Practice, Council on Communications, and the Council on Ethics, Bylaws, and Judicial Affairs.

       Legal Disclaimer

      While some content within the ADA’s Guidelines for Practice Success™ (GPS™) module on Managing Marketing may discuss certain federal and state laws in very general terms, it does not and cannot address every federal and state law, rule or regulation that could affect the marketing and management of a dental practice. Each dental practice must be aware of and comply with applicable state and federal laws, rules and regulations. This resource refers to various federal statutes and regulations, including those adopted by agencies such as the U.S. Department of Health and Human Services (HHS), the Federal Trade Commission (FTC), the U.S. Department of Justice (DOJ), and others. None of the information in this module has been reviewed or approved by representatives of those or any other federal agencies. The structure and design of each practice’s marketing plan will be unique to that practice and each practice should appropriately consider, and abide by, the federal and local stipulations regarding those activities.

      We have made every effort to make these materials useful and informative. As a consumer of this information, however, you must understand that laws vary between jurisdictions and that changes to those rulings may occur more frequently than this resource is updated. For that reason, we make no representations or warranties of any kind about the completeness, accuracy, or any other quality of these materials or any updates, and expressly disclaim all warranties, including without limitation all implied warranties (including any warranty as to merchantability and fitness for a particular use).

      To the extent that we have included links to any websites, we intend no endorsement of their content and imply no affiliation with the organizations that provide their content. Nor do we make any representations or warranties about the information provided on those sites, which we do not control in any way.

      We welcome your comments and suggestions regarding the ADA’s Guidelines for Practice Success™ (GPS™) on Managing Marketing.

      © American Dental Association 2017

       Table of Contents

       Introduction

       Marketing

      

What It Is and Why It Matters

      

Market Research

      

Inquiries from Prospective Patients

      

Internal Marketing

       Legal and Ethical Aspects of Marketing

      

Advertising

      

Patient Privacy/Social Media

      

Online Reviews/Social Media

       The Patient Survey

      

Why Survey Patients?

      

Who and What to Survey

      

Sample Copy to Accompany the Patient Satisfaction Survey

      

Sample Patient Satisfaction Survey

      

Fielding the Survey

      

Collecting and Using the Survey Data

      

The Environmental Scan

       Defining and Managing Your Brand

      

What Is a Brand?

      

Your Brand and the Name of Your Practice