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A practice analysis is a comprehensive, 1.5 day process in which I work with you and your team to delve into the detail and nature of your business to find out where improvements and efficiencies – if needed – may be made.
The process begins with the completion (by you, the doctor) of an in-depth Questionnaire, which covers ALL of the following systems and procedures:
Practice Profile
- Structure
- Work Schedule
- Facility
Personal Profile
Marketing Assessment
- Internal Marketing
- External Marketing
- New Patient Worksheet
Systems Assessment
- Appointment Scheduling
- Payment Arrangements
- Practice Safeguards
- Recare
- Huddles and Staff Meetings
- New Patient Examination
- Charting
- Computer System
What is a Practice Analysis?
Performance Tracking
- Fee Assessment
- Performance Tracking Worksheet: Office Production
- Performance Tracking Worksheet: Doctor Production
- Performance Tracking Worksheet: Hygiene Production
- Performance Tracking Worksheet: Collections for Docto
Personnel Expense
Expense History and Projection
Expense Questions
Staff Questionnaire
The Practice Analysis lays the foundation for implementation of one or both of the following:
Annual planning & Goal-Setting Session (Time commitment: 1.5 days per year.)
A 15-month comprehensive consulting program, which includes instruction and training on these office systems:
- productive meetings
- new patient exams
- appointment scheduling
- payment arrangements
- recare
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