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What is a Practice Analysis?

A practice analysis is a comprehensive, two-day process in which I work with you and your team to really delve into the detail and nature of your business to find out where improvements – 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
Performance Tracking
  Fee Assessment
  Performance Tracking Worksheet: Office Production
  Performance Tracking Worksheet: Doctor Production
  Performance Tracking Worksheet: Hygiene Production
  Performance Tracking Worksheet: Collections for Doctor
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: one day per year.)
  • A 12-18 month comprehensive consulting program, which includes instruction and training on these office systems:
    > productive meetings
    > new patient exams
    > appointment scheduling
    > payment arrangements
    > recare