The Painful Truth About HR & Documentation | Dental Practice Operations

0:00
--
0:19
[Music]
0:28
[Music] Welcome to Dental Unscripted,
0:34
[Music] where Mike Dinsio and Paul Quinn break
0:41
down the practice ownership journey one episode at a time. [Music]
0:48
Starting up, buying and running a successful dental practice.
0:56
[Music]
1:09
Hey, hey guys. Welcome back to another episode of Dental Unscripted. This is Mike Dinsio and Paula Quinn, co-hosting
1:17
the program Dental Unscripted. We're super happy to have you uh on the program. Um we have a great episode
1:25
today. It should be very spirited. Um it's all about HR, common HR questions,
1:31
concerns, things that you all as practice owners or soon to be practice owners are going to deal with. It's one
1:38
of the hardest things that you're you're going to deal with uh as an owner. We deal with it as a company and and as the
1:46
owners, but any owner knows the pain and suffering of managing people.
1:52
It's just the world we live in. So, uh without further ado, Paulo, would you mind um introducing our amazing guest
1:59
today and maybe giving uh the audience a little bit about who the company is?
2:04
Yeah. So, um, this is Jill Hasselman, uh, chief growth officer of HR for
2:10
Health. Um, one of our favorite HR, I think our only HR company.
2:16
We're the only ones who want to do it. Exactly. Exactly. Um, love the name
2:21
Hassle. We were joking about that earlier. Perfect. It's like you made it up for your job. Um, perfect.
2:28
Because it is a hassle, right? Um, Joe, why don't you tell us just a little snippet about HR for Health? You can
2:34
probably say it better than me. I can certainly afterward, you know, uh, let everybody know, our audience know why
2:41
why we reach out to you, why we need your help. Um, but if you can give us a little bit about your company, that
2:47
would be great. Yeah. And I hope nobody turns off the episode because they know it's HR. I
2:53
know people don't love topic. We're gonna make,
2:58
I promise. But um yeah, I mean I joked that we're the only ones who want to do it, but it is true. I know it's people's
3:06
least favorite topic when it comes to running their business, running the dental practice. Um and so our goal is
3:12
really to make HR as easy as possible for somebody who doesn't know how to do
3:18
HR. That's actually our product mission is somebody again who just has no idea
3:23
about HR, doesn't want to know how to do HR that we make it easy for them to do that. And so we were created by an
3:30
employment attorney, Aliyah Ramchian, who I believe has been on this podcast before. And he created HR for Health as
3:37
a preventative solution um to avoid lawsuits from happening and from
3:44
employee to employer. And um that's really our goal is that we don't want to
3:49
have to refer things out to a law firm. If um you know there is an issue, it goes away very quickly. Um, and so we've
3:56
built a platform that is really custom for a dental practice and how they need to run their HR because dental practices
4:04
are unique and um, there really wasn't solutions for the nitty-gritty, the intricacies and the struggles that they
4:10
have. And so everything at our core is how do we protect the doctor owner best
4:16
possible and make sure the employees are getting what they're deserved to get. And um since then we've kind of grown
4:22
the platform into more like performance-based things and and added those things on. We've added payroll in,
4:28
you know, some of the more um like classic HR stuff that you think of. But yeah, our our day in and day out is we
4:34
are only working with the practices that are listening to this podcast. Like that's that's our bread and butter. And
4:40
I've been doing this for almost 12 years. It's been super fun. And I will say though that the the pain points
4:49
throughout these 12 years don't seem to change or evolve that much. They continue to be the same. And so our
4:54
mission is really just to try to get education out there of how do we make it just less of a frustration and
5:00
afterthought. Um because that's where issues come up is when we just sweep them under the rug over and over again.
5:06
It's so true. It's it's so true. I think doctors just don't want to address these things and the problems are the same.
5:13
Um, totally. And when we hire new team members like into HR for health and you know, we're teaching them about dental,
5:19
I always tell them, you know, picture when you walk into your dental office, you don't see the dentist, you know, you
5:26
see their team. And I think it's really symbolic of kind of how the practices are functioning is so many owners feel
5:32
like my team is like running the show here. I feel like I'm kind of held hostage by what they want to do. And so
5:40
it's like how do they like bridge that gap so that they feel like there's a healthy balance between what's good for
5:45
the business, what's good for them, what's protecting them and also kind of keeping the employees happy and wanting to come back to work.
5:52
I think we I think the biggest thing you know and dentists should know well maybe not dentist hygienist for sure
6:01
hygienist um is prevention right no even though yes do we want someone to have a
6:07
cavity so we can fill it of course but really and hygienist our whole goal is
6:14
prevention to prevent you know a dentist is preventing a disease from getting bigger a hygienist is preventing gum de
6:21
gum disease from getting bigger. So our goal would be like what prevent issues,
6:27
right? So I would say, you know, probably ask you Joe, what what do you think I know
6:32
there's lots lots, but why do you think the number one thing is to prevent
6:39
prevent issues from even happening? What is that? Um having things in writing and then
6:46
sticking to what you're saying you're going to do. So, I'll give an example
6:52
like an employee handbook, the most classic thing you think of when it comes to HR. Um, just even that
6:59
one individual piece of HR is like when we do surveys and we're doing research in the marketplace for, you know, what
7:05
our clients need and what the norms are. We've the number one way that somebody
7:10
gets their employee handbook when we do these surveys is from a colleague or another office and then they're to their
7:17
own office. So you're already starting off on the wrong foot because you're you don't know you don't know what is in
7:24
that in the first place. Yeah. You don't even read it, right? And you're you're not an expert to edit it
7:29
and know if it's state specific and all those things. And so um that's already on the wrong foot. And then they don't
7:35
use their handbook. Like that's the purpose of making things non-emotional which is what people get so stressed
7:42
about. And I get like I manage people. I've done our internal HR I mean I've done everything at HR for health from
7:47
order coffee to the office to you know writing employee handbooks to dealing with internal team members to you know
7:53
large partnerships that and so in that I get it it's hard but like the easiest way to make it where it's it's not where
8:01
you're losing sleep every single night and and really having to psych yourself up to have these conversations is
8:07
there's consistency. It doesn't matter if somebody's your favorite employee. I have somebody who has reported to me for
8:13
almost 10 years. He has writeups in HR for health because I have to write him up. He also is super productive, but
8:19
it's just that consistency of you broke the policy and I have to hold you accountable. And so that trickles into
8:26
so many different areas of the business. And I don't think anybody's intentionally doing it. They just don't know what to do when these requests come
8:34
up. And again, I think it ties back into the team tends to run the show a lot. They come in and say, "You have to give
8:40
me this. You have to give me this day off. You have to pay me for this sick time." And they might be right, but some
8:47
cases they aren't. And the doctors are kind of just going with it and it just multiplies into bigger issues.
8:52
Well, we talk about we we just did a a webinar this um I don't even know what day it is.
8:58
Wednesday, t Tuesday? I think it was Tuesday. And it was all about like leadership and
9:03
putting agreements together kind of on the front front end of of what the
9:08
team's going to be, how they're going to show up, you know, how they're going to tr you
9:14
know, behave, so to speak. And and you know, the HR handbook is
9:20
kind of the ultimate agreement in some of this stuff. And the the thing about
9:27
that webinar was like, okay, you could go through the agreements. You could agree to all these things. The team
9:33
agrees, everybody agrees. Everybody signs the HR, right? The hardest part is the accountability
9:38
part of following through with it. And so it's like one step one is like have it.
9:45
Without it, without it, without the agreements, you can't even start with a conversation. But but step one is
9:52
having the agreement. And then the hardest part is just um having those conversations.
9:58
It's like bringing it up right when it happens. I always I always tell docs, don't call it a write up. Call it, hey,
10:04
I'm going to document this, right? We're both going to document and and sign off on it to protect you and me of
10:12
what the chain of events were. So even if it was a fender bender, it's not your fault. You're not in trouble, but we're
10:18
going to document it. You were 20 minutes late, you know. um here were the chain of events, you know, because what happens
10:25
is you don't need it until you need it. And Paul has been late 10 times and like
10:31
you said, she's your favorite. There's always been a great excuse. All of a sudden, you wake up one day and say,
10:36
Paula's been late 10 times, right? Now starting to affect my office. But
10:41
guess what? You never even had the conversation with Paula ever. Yeah. And comfortable, right, Jill? for
10:49
me to now as an owner, boss or manager. Totally. You know, it's like they and sometimes
10:54
they'll even call like I did it nine times. Why on the 10th one are you now mad at me? Like
10:59
and then Paul is also like really I've been late 10. Are you sure? No, it's this like my third time. Right. It's
11:05
like no documentation. Attendance is by far the biggest pain
11:10
point that we see doctors dealing with hands down. And because so much goes
11:16
into when I say attendance, that's tardiness, that's clocking in early, that's unauthorized overtime, that's,
11:22
you know, not taking your meal and run or your meal and rest breaks when you need to. And so, and what happens is,
11:29
again, we'll start working with a client, and I've had so many doctors say this to me of, "Well, my employees won't
11:35
clock in and out." And I'm like, "Do you hear what you just said to what do you mean they won't clock in?" Like, that is
11:41
just a basic function of being an employee. And like we're we have a lot
11:46
of work to do if like the mindset is well my employees won't clock in and out and I'm like and when they work
11:53
unauthorized overtime they feel and I get it like I'm not blaming them. It does really feel like I am helpless in
11:59
this. Like my employees are just ringing me dry. They're running up their time clocks and I'm like write them up for
12:05
that. I guarantee the first time that you do that they're going to go oh wow they're paying attention. Like I can't
12:11
get away with this anymore. And in HR for health, we actually have features that like if somebody is late,
12:17
there's a popup that says you're late. Do you want to give a reason why you're late? And we see the employee behavior
12:24
changing and go. We've actually had feedback from clients of employees being like, "Yeah, I was going to go get
12:29
coffee, but I didn't because I didn't want to get the popup." And so it's but also it's the earlier you do that. And I
12:36
know we were talking before we started on this, like I love working with an acquisition or a startup because you're
12:41
starting from like a clean slate. You get to put that that consistency and that feedback and that transparency and
12:48
that open communication right from the beginning. And even if you're not doing it and you know you've been in practice
12:53
for a while, now is still the time to start doing it. But it is the sooner you do it, the much easier it is. And and
13:00
again, consistency. It just has to be normal. They can't think it's like flavor of the week and you're going to get over it and then they can go back to
13:07
their old, right? It's mom and dad. Well, who can we get away with? You know, it's funny that you said that, Joe, because the
13:12
startups fight me the most. Um, they'll say, "Well, there's just two of, you
13:17
know, two employees. Everything's great. We all talk, we all get along, and I'm like, until we don't My mom I I say this
13:24
to every every dental practice that I help, my mom's favorite saying is I like
13:29
to keep honest people honest." It's like, don't leave your keys in the car. Don't leave your door unlocked. Don't go
13:36
without stating how you want the phone answered. Don't go without writing it up
13:42
the first time they're tardy. Um, documenting it, whatever, because it's just like I said last a minute ago, all
13:50
of a sudden it's out of control, right? You don't want to stay at two employees forever, right? Like you're
13:56
going to grow and well and even those employees life changes, right? It's not always, you
14:02
know, it's it's it's the worst when you have to have those difficult
14:07
conversations. And I love, we were talking about prevention earlier, and we can go back to that. You know, what's
14:12
the number one prevention thing? We were talking prevention is everything because
14:17
now you don't have to talk about it. Yeah. And you know, and you don't have to be a jerk either. Like like I think I think
14:24
everybody like attaches Well, you do though, Michael. That's the thing is if you never laid the
14:30
groundwork, it feels like a jerk. That's why you have to I guess that's what I mean is like if if
14:36
you could We're talking about prevention right now, like it's all about preventing problems, right? So
14:43
like you said handbook is one of those things, right? So, like it's like the more like you're saying, Paul, the more
14:49
ri the more rigid you are on the front end, quote unquote, the the you don't
14:56
have to be a jerk about anything. It's just like, "Hey guys, we agreed to this. Um, the popup and they decide not to go get
15:01
coffee." Exactly. Exa Exactly. Forget it. Forget it. I'm gonna stay.
15:08
Okay. So Joe, so so if you if if not if the number one thing is um the handbook,
15:16
what's the number two thing? What's the next what's the next thing is is walking the walk of what you have
15:23
written. So of this like employee handbook again especially
15:30
depending on where you get them from um if it's not from HR for health or like
15:35
reputable source you might be starting off on the wrong foot but let's say your handbook is great most handbooks say
15:41
things like we will do performance reviews 30 60 90 and one year the
15:48
employees are reading that and they're going okay I'm going to have a review at my anniversary their anniversary comes,
15:54
nobody says anything about their anniversary, no performance review happens, you've immediately just broken
16:00
trust and put something in writing that you say you're going to do that you're not going to do.
16:05
Um, and so I tell people like if you don't plan to do performance reviews, which I don't agree with, but if you're
16:11
not going to do them, don't have it in your handbook that you say you're going to do them. like it has it goes hand in
16:16
hand. Another thing, one of the most common things we see when we start working with a client is
16:22
they have when it comes to time off, sick time, vacation, PTO, holidays,
16:27
whatever it is, they have something in writing in their handbook and they're doing something completely different
16:33
because at at HR for Health, we do their handbook for them and then we set up in the system exactly what their handbook
16:40
says. And what we find is clients will call us and they go, "My PTO is wrong in HR for health." And we're like, "Well,
16:45
this is what it says in your handbook." Oh, I actually don't do it that way. And we're like, "Okay, so we need to update
16:52
your handbook." And so, again, these are things that like break trust almost immediately. And we get asked by doctors
16:58
all the time like, "What do employees want? What do they, you know, please help me? I'm trying to retain them." I'm like, "They want to be paid correctly.
17:04
They want to know what to expect. They want to be able to see their time off. They want to be able to know how far in
17:10
advance they're supposed to request it so that there's like not that friction. And the final one on this too is
17:17
the new, you know, I'm a millennial. I used to never say that because, you know, like when I would speak and stuff,
17:22
people like throw tomatoes at you, but now everybody hates to be Michael
17:28
Millennial all the time. He goes, I'm not a millennial now. But it's okay. The heat's off of us
17:33
because now everybody hates the Jenzers, right? Like they are the whole other thing. So I am like loud and proud that
17:39
I'm a millennial now. You're just like I'm not a gypsy. Exactly. I'm not a judy. And so but what
17:44
they expect I mean they are so used to technology. They are so used to as consumers and how they live out in the
17:52
world. Like they can see all of us we can see that our Amazon packages five stops away and we have all that
17:58
transparency and then they come into their place of work at a dental office and everything's on paper. Nothing's
18:04
consistent. nothing's transparent and it's this it's just not a good experience for them. Like they're
18:10
expecting more. No matter what size your practice is, no matter if it's two employees, they want things electronic.
18:16
They want things at their fingertips and they want to know what to expect. And so I think that's a big thing that like the
18:21
practices also now need to evolve to. Um even if you're not worried about getting sued, if you're worried about your
18:26
employees quitting, like you should have an HR system in place. Can you can you just update? Well,
18:34
within reason, I'm sure this might be a loaded question. I've had docs ask. I feel like you just can't amend your
18:40
handbook whenever you want it. Like, if you've told them, if you hire them with
18:45
a week or two weeks vacation, you can't just be like, "Oh, sorry. We're taking you down to one." Can you? Yeah, you
18:52
could. I mean, that you can you might depending on where you're located,
18:57
right? So, like in California, vacation time is considered earned wages, right? So, you can't use it or lose it. You
19:04
can't take those hours away. Um, but we deal with that a lot like with acquisition clients because they might
19:10
be buying a practice where people have like five weeks of vacation, office manager's been there for 25 years like
19:17
at a very high salary rate and by working with you guys or you know whoever get this awareness of wow this
19:25
is actually not really feasible for you and so we do have to work to sometimes change those policies and that's again
19:31
acquisition but what if like I've just owned a practice for 15 years and I'm like, "Yeah, everyone's we're not doing
19:38
this anymore. I'm taking away some paid holidays or Yeah, just do that
19:44
from Yes. like black and white. Yes, you can change your policies at any time assuming you have a good handbook that
19:50
says you're allowed to do that. Um, you need a statement in there that this can be changed at any time." And it
19:56
should be. That's the thing is so many times like a somebody will work on a handbook for like six months, get it all
20:03
done, and then five years go by and they've never looked at it again. Like it should be reviewed at least once a
20:08
year for law changes, but also again, is my practice still operating the way I'm saying it is on paper and if it's not,
20:16
then it should be amended. in the situation of like changing vacation and stuff, I would say like we would have
20:22
our HR adviserss work with them on like maybe some people are grandfathered into something other maybe it's just for new
20:29
employees moving forward or it's certain positions that are creating like a bigger headache. Maybe all hygiene is
20:36
part-time and they're all they're getting vacation that's the same as everyone who's full-time. So there's
20:41
different ways that we can slice it and approach it, but overall speaking, yes, they can change their policies as long
20:46
as it's not like things like you can't just all of a sudden be like, I don't pay overtime, so I'm not going to have
20:52
an overtime policy. It's like, well, you we can't change that. Like that's just by law. But the things that they don't
20:57
have to be doing, yeah, they can change it. All right. Nice. I mean that I mean I mean that makes sense owning a business, but sometimes
21:05
sometimes uh the laws don't make sense for business owners. So like
21:11
they do not and and I think what he's not talking about California's laws. Yeah. I don't
21:16
dude it's it's there's a lot of states that are keeping us like up at night of all the stuff we have to deal with. But
21:23
I think what people also don't understand when we say like laws change all the time. They do. And a lot of it is because laws
21:29
are passed. They aren't thought all the way through and then they go in and they amend them.
21:35
They clarify them. there's case law that comes out that you know finds loopholes and so that's why it is always evolving
21:41
because like again our sick leave laws if we're using California or even New York like those have been amended
21:47
multiple times because they're passed and then they realize like oh this doesn't fit in for these certain
21:53
businesses or you know this actually isn't better for the employee and so that's our job is to for our clients is
21:59
to always keep up on that stuff and make sure they're in line but um yeah I mean it's we're in all 50 states It it keeps
22:06
us on our toes for sure. I bet. Yeah. Go ahead, Paul. No, no, no. Go
22:11
ahead, Paula. I was going to just go with documentation really quickly. Obviously with HR for health, it it streams all.
22:18
It's super easy. You, you know, like you said, it pops up if you're late, you know, things like that.
22:25
But for someone that maybe isn't there yet, what do you tell them to document like
22:31
or how thorough maybe is the question? Does it need to be? Does it need to have my signature and their signature? Is it
22:38
is it just is if the doctor just documents it and and tucks it away, is
22:43
that good enough? Do I have to bring it to the attention of the employee, have the conversation and both initial Can
22:50
you speak on it? Definitely depends on the situation. So the advice I always give
22:58
he's doing the HR answer. Well, it is tiered like it really does
23:03
depend. So like first of all the advice I always give is and like when I do like workshops that are hands-on trying to
23:10
help owners really form an ideal HR world for themselves. I always give them
23:16
the challenge of think about those things that annoy you every day. Like is it cell phone use? Is it you're like why
23:23
is she on her cell phone again? Or is it tardiness? Like what are those little things that are like just you can't put
23:29
your finger on it but it's really putting you in a bad mood. It's reflecting on those things and then again going back and looking at what do
23:35
I have in writing? I know that it might sound crazy of like and I get people say this they're like Jill they know they
23:40
can't be late and I'm like okay but have you defined what late is? Like what does your policy say about it? Is it five
23:46
minutes after their start time? Is it if they don't clock in right on the dot? like and communicate that in your
23:52
onboarding process of what your like deal breakers are of like hey I'm just
23:57
letting you know cell phones really bother me like and you'll see our policy. So it's it's like setting them
24:03
up for success so that they know and they're not guessing and then and then you always have to look at did I give
24:08
that them that expectation in writing? If I didn't maybe I need to amend that a
24:14
little bit and beef it up. And then depending on the situation, what for I'm
24:20
going to say like not crazy things, right? Like if somebody comes into the office drunk, that's a whole different thing. Like we hear everything, right?
24:26
Like people are drug dealers outside the office. Like we our HR team hears a lot of stuff. So I'm not talking about that.
24:32
So do but just consistent like daily things that you're trying to improve behavior
24:37
is the first thing is a just a check-in conversation. I recommend that you're
24:44
checking in with the team at least every other week anyway of just like quick little, hey, this is what's been going
24:49
on. This is what you're doing well. By the way, I noticed you were late three
24:55
times in the last couple weeks. We I really we really have to turn that around. And then you just make that note
25:01
for yourself. That doesn't need to be something the employee sees you and you're saying, I had this conversation. Similar to how you're documenting your
25:07
charts, you want to have dates, you know, you don't want to have any lines skipped. It's the same thing like you and do it in real time. like we forget
25:13
about that of it's like well I'll get to it later. You never get to it. So that's
25:18
the first thing. And then if the behavior continues to happen, you have a
25:24
more formal conversation where you're kind of writing up like what happened and you're reviewing that with the
25:29
employee, but they don't necessarily need to sign it, but you're being a little bit more transparent of what you have in writing. And then if it
25:35
continues to happen, it should be a signed thing by the employee. Again, date and time stamp. And Paula, you said
25:41
something about like a fender vendor and kind of saying like this is what happened. We do get asked like, well,
25:46
what if an employee refuses to sign something? It's the same thing as like when you get a speeding ticket. You're
25:52
not saying I'm signing this because I agree I was speeding. You're just saying I've read it. I understand it. And then,
25:59
you know, maybe I'll go fight it later. And we have had situations where employees still refuse to sign stuff and
26:05
then you give them a piece of paper that says they refused to sign something and they sign that. So there's there's no
26:11
way around it. Yeah. Yeah. All right. That's good.
26:17
Should never be a surprise, though. Like again, in our system, we have ways that like writeups can be private and write
26:22
ups can be really like out there and force them to sign it. And we have clients that call
26:28
about something that's really small and they're like, I want it to be a formal violation and them to sign it. And we're like, that's a little aggressive. Let's
26:34
not do that one. Or the flip side that says that I'm shocked.
26:39
I know you're really type A. This person like really type A and um because
26:44
they've been burned before by employ can you deliver it to them because I'm not comfortable.
26:50
What we because when a client calls our HR team and says hey I want to fire somebody. The first place that our team
26:56
goes and looks is in the platform in the software to say okay what does the documentation look like? and we'll see
27:02
the employee doesn't have any of the documentation. I actually want to talk about that. Okay, because that's the that's a
27:09
perfect segue to the um to the next the next topic that I wanted to cover and that is risk risk mitigation.
27:16
You know, how do we how do we mitigate the risk of being sued or blowback?
27:23
Yeah. From crazy employees that just want to the last 27 minutes
27:28
cause problem. Yeah. Exactly. So, so, so documentation like Paula, me, you, Jill,
27:35
we we all know this, but can you say it in your way? Because, yeah, like you just said, there's a problem,
27:42
it needs to be addressed, but then you go back and you see nothing. Um, what's documentation mean? What
27:48
should they do? I think the easiest way to think about why documentation is your best friend is
27:55
so when lawsuits happen, when an employee makes a complaint, they're not
28:00
typically making a complaint for the small tickyty tacky stuff, which is probably why you actually parted ways
28:07
with them. They are finding a lawyer that's going, "Oh my god, yeah, we have a wrongful termination suit. We have a
28:13
discrimination lawsuit." It's these big ticket items that aren't again probably related to
28:20
why you terminated, but what it does is put you in a situation as the owner
28:26
where you essentially have to produce documentation to show why that's not the case. So if you don't have any
28:32
documentation about they you this many times or these are all the conversations I had with them like clear
28:39
outlines of showing no I did not fire them for insert the blank there which is
28:44
whatever you know big ticket item it is then you're already on the back foot and
28:49
that's where it's really difficult that's where lawyer fees skyrocket because you're trying to like build this
28:54
case whereas if you have that so clearly if it's just like no I've had this
28:59
conversation with them many times times they no called no showed they were late
29:05
they again whatever it is that they did you're in a way better position to go
29:11
nope actually this is why I parted ways with no this is just like a do you know we we started out with prevention and now
29:16
we're sitting here documentation this is exactly what happens to a dentist I say if it's not written it didn't happen
29:23
what happens is usually when someone sues a dentist or takes them to the board it's mostly because they didn't
29:29
feel heard They don't feel like the cost is appropriate. It's it's usually an administrative type thing.
29:36
Totally. And I will say something, this makes people so mad at me, but it's true.
29:44
Don't fight unemployment. That is like the quickest way to make an employee disgruntled, like an ex
29:50
employee. And I know everybody hates that answer because they're like, "Well, it raises my premiums." It does not. It
29:56
doesn't move the needle that much to it's it's such an ego thing on both sides. It's
30:01
like just let them have the unemployment. Like when you're terminating somebody, pay them everything they could possibly be owed.
30:07
Like it is so much they don't withhold a final paycheck because they didn't give keys back. Like
30:13
just these little things that totally to your point, Paul, just throw gas on the fire and then they're like, you know
30:19
what? I deserve so much more than like what I'm getting. And back to those zenials. Back to the
30:24
zenial. No, not for millennials. And millennials would never do that. But no, uses would just go away. We would
30:32
just go find. Wait, you want to fire me? Okay, I'm sorry. I know. Like I deserve nothing.
30:38
Yeah, I've been waiting to leave anyway. It's better this way, you know. So, no, it really is. But you you that you know,
30:45
keep I I don't know if I interrupted you enough, but Dennis should relate to this because it's it's ca cover your ass.
30:53
Document, document, document. It goes the same for your clinical notes. If if a if somebody's upset, if somebody says,
31:00
"I don't like the color," document all of it because if it comes back to bite
31:06
you, you're protected because I can guarantee that patient, that employee
31:12
doesn't have those records. They're not going to remember all the times they were late or left, you know, did
31:20
overtime, worked through lunch, didn't do the proper things. They're not going to have that. So now, if it's you
31:26
against them, you're documented. Theirs is their feeling, their word, their making up stuff. Um,
31:33
so you're going to be, and you know, and people will say to me all the time, "Well, documentation doesn't doesn't
31:39
prevent." No, it doesn't. Anyone can sue you, but your chances of winning or at least not losing are going to be 10
31:47
times greater if you protect yourself from the very Yeah. And if you're having to work with
31:52
a lawyer, again, you have to think like like a lawsuit is draining on the business in so many ways. It affects
31:58
employee morale. It impacts the owner's focus, ability. Of course, you have the
32:04
dollar amount hanging over your head of what you would have to pay, but the legal fees can be really crazy, right? because these parallegals are having to
32:09
dig up all this stuff. And so even having all of that in one place reduces
32:15
that because they they're not having to again like figure out how to position
32:21
this as much when you have this objective documentation. And again, the documentation needs to be objective. If
32:27
the documentation is emotional, it is alluding to things that are discriminatory or, you know, wrongful
32:33
termination stuff, that's not great because you then have that in writing. And so it has to be as objective as
32:39
possible. But when you know Ali has lawsuits that happen at the law firm and he asks these attorneys like, "Okay, why
32:46
are you suing my client?" Like, "What do you have?" They'll be like, "The your client doesn't even have an updated employee
32:52
handbook, the most basic part of HR." So if they don't have that, what else do they not have? Right.
32:57
Right. So, it's it's it just culminates into these really big things where it could start as discrimination, but then
33:03
they start throwing wage an hour in there and there's fines for not giving employees certain documents. Like, it
33:09
just can add up and again, it can be preventable. Yeah. Oh my gosh. This is that's just crazy.
33:14
Well, I mean, look, I'm not I'm not surprised that that we're having this conversation. I mean I mean, Dan there,
33:22
you know, HR, what am I trying to say? We make all of
33:27
our doctors get EPLI now. We're just like get EPLI. That's a great one. Yeah. And and what a
33:32
lot of people don't realize is most EPLI coverage though doesn't cover wage and hour claims. It's kind of like trying to
33:37
get like I'm in California. It's trying to get fire insurance in California right now. Like because wage
33:43
and hour issues are so common that like that stuff's still not covered. And so
33:50
Oh, we're doing the best we can. What else do we have? No, it's great. No, absolutely. You need it. I preach that all day long. You
33:56
should absolutely have EPLI, but be aware of like what's in your policy and don't think like because again, we hear that you're just
34:04
Yeah. And they're like, "I'm good. I can do whatever I want and it's like uh you can't Well, I guess where where I was going
34:10
with that is that Yeah. We went off on a team that the front office has duties, the dental assistants have duties, the
34:15
hygienists have duties, right? Just to do the job. Do the job. Well, y and if and if we're just trying to get
34:21
the our clients, our dentists to get team members to just do their basic
34:27
duties, it's not even HR issues, right? That's hard for them. And so, like
34:34
when we're trying to prevent conflict, that's like a level 10
34:40
conversation. Whereas, like, hey, can you start making some more confirmation calls because we're getting a lot of
34:45
cancellations. They're having a hard time having that conversation, right? Let alone having a conversation about
34:51
you being late and you're not getting PTO and you're you're getting on your cell phone and conflict.
34:57
So, it's like I can see how HR is really difficult for the listeners
35:03
and the the dentist. And all I can all I can tell you folks listening is if you
35:10
are going to be an owner, you got to get you got to get comfortable having
35:17
conversations with your team. Yeah. Whether it's a changing of a job
35:23
description or doing a duty differently or having an HR conversation like right
35:29
this is the X factor literally the X factor of being a good owner and having
35:36
great culture and being fulfilled within ownership. If you can't do this
35:43
stay in H Heartland and be an associate. I'm sorry. Yeah. And I think so I do view HR as a
35:51
strategy like and even like some personal experiences internally with HR for health. I started out on the sales
35:57
side selling the product and a couple years in you know I wasn't super thrilled with where our culture was like
36:04
we're not immune to this stuff even though we're an HR company and so I made a really like weird sharp turn into
36:11
being our operations manager. Um, so I was externally facing all of a sudden the entire company reported to me and
36:18
also I was friends with all of them and then I got promoted and overnight I was not friends with them anymore. They did
36:24
not want to be my friend and I actually went back to the basics of like okay
36:30
what do we have in writing with our handbook? Where's everybody's job descriptions at? like where and and I in
36:36
that moment had no idea what I had been selling previously and like how much it can really help you to change a very
36:44
emotional and honestly kind of toxic situation into something where it's like nope this is going to help me create
36:49
consistency this is going to help them to see how I lead how I hold them accountable how they get to hold me
36:56
accountable and it was like a game changer for me but I every my north star was always
37:02
have I put this in writing and given the right expectations and if I hadn't that's what I did first and then like
37:08
held them accountable consistently and it I'm really proud of like what we were able to to build into that like with
37:15
where our team is now. Oh, that's great. That's super cool. Well, any last minute kind of like I got
37:21
to get this out last minute um you know well I mean I don't think we've given
37:27
you a chance to say what you guys do and oh we don't need a whole sales pitch. Look, like we that's I think it's just
37:34
the awareness of like we started with that. Yeah, we talked a little bit about what we do. I think that you know timing in
37:41
terms of where we're at right now. We're coming to the end of the year. We have the beginning of the year. If if you're
37:46
wondering like, okay, when should I start to put some structure in place? How do I revisit this? It's a this is a
37:53
great time to kind of blame it on there's new laws. I'm getting everything in order. um and kind of use again HR
38:00
for health as like the scapegoat. We're happy to be that scapegoat of just we're putting it all in a new system and now
38:06
it's transparent. Um but yeah, and I think the other piece kind of like of advice I guess I would give is
38:12
just don't ignore those little things like just keep on top of it and real
38:18
like every decision you're making think am I prepared to do this for everybody else? Am I prepared to make this
38:24
exception for everybody else? am I prepared to make this what I you know consolidation whatever it is like that's
38:30
and if you're if the answer is no then um don't do it and really think through
38:36
like what your processes are and just I think the other thing is reach out to HR like even if you're not a client like we
38:42
it is so much easier for us to help you before you make a decision on something or take an action on something than
38:49
afterwards where we totally you know are out it's out of our hands. So, real quick, Jill, Michael asked, you
38:55
know, how do you prevent yourself from being sued? We kind of mentioned them. Three in a nutshell. One, two, three.
39:01
Yes. Employee handbook and do what is said in your employee
39:07
handbook. Hold them accountable. Make sure your time clock un every
39:13
single person is clocking in and out to the time clock. Ideally, your time clock understands what a hygienist is. if
39:18
they're paying percent paid percent production, percent collection per patient, like everyone still needs to be
39:23
able to get overtime and clock in and out. Biggest like risk by far. And then third, that
39:30
documentation like that was four without Oh, sorry.
39:35
I love it. I knew we were gonna have to add I gave you a bonus one. I like that so much.
39:42
I love it. Right. Well, one of the biggest things that I deal with every day, even though it's, you
39:47
know, they're not my offices, is doctors calling me. What do I do here? What do I do there? And I say, look,
39:54
I'm not an HR attorney. I, you know, it's, you know, it's that's a very
39:59
partners say like, and I get I wouldn't want to do that. Actually, we don't want we don't want you guys to have liability
40:04
like in in terms of doing that in a way that maybe isn't best. And and yeah, we
40:09
have so many free resources on hrforhealth.com. We are at least twice a
40:15
year on December 2nd. It's currently scheduled for and it'll be recorded. We do a law updates webinar which is
40:22
literally we break down the laws that are coming up, what you have to do with them specifically for a dental practice.
40:27
And so I would just start to like accustom yourself with that as like a starting point. Um just so you're aware
40:33
of the things you need to be looking out for. I love it. So, so you can not sleep at night even more.
40:38
Yes. Yes. At first it'll be a little scary and then you'll start to get
40:45
call HR for health and be and you'll sleep way better. I promise. Well, thank you Joe for being on the
40:50
show. Of course. Thank you for having me. It's such a blast. I'll be back anytime you want me. I love that. Well, thanks Jill for your
40:56
time. And uh as always folks, just please like, subscribe, follow. Um we
41:02
love those five star reviews, so please do that. And um without further ado, Jill uh with HR for Health, thanks for
41:09
for being on the show. Thank you. All right. Bye. [Music]
41:23
Thanks for listening. Let us know how you like the show. Rate us on Apple and Spotify.
41:32
Subscribe and follow for more. [Music]

The Painful Truth About HR & Documentation | Dental Practice Operations
Broadcast by