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Practice Overview Rank - SC1- Your Practice Score

Step 1 of 9

11%

Igniter 1: Team Synergy

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Staff turnover, high stress levels, conflict & negative morale. Roles are not defined, goals not set, with dysfunctional performance.

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Overwhelmed, confusion and struggles solving problems or setting goals. Members are not involved and feel unappreciated.

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We manage stress and gossip with problem solving. Involved in the goals and have a vision, appreciating each other, achieving progress.

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Team is engaged with the owner, purpose, management & each other. They are optimistic & embrace change, achieve goals & create wins.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Team Synergy?*

Igniter 2: Patient Demographics

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No accurate idea how many active patients visited the practice in the past two years, not aware of their demographics or insurance status.

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Purged database in the past and we can guess how many active patients, with little regard for age, dictated by their insurance coverage.

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We are clear on exactly how many active patients we have, their ages, and we can adapt accordingly with maximizing insurance benefits.

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Know exactly the number of active patient we have & adapt to their generation style. We are well versed in overcoming insurance limitations.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Patient Demographics?*

Igniter 3: Productivity

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Providers (Dr./Hygiene) produce below avg with no idea of their $$ per Dept., hours worked or patients seen DECLINING productivity.

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The providers are average $$ producers with high patient volume and minimal major procedures causing the practice to FLAT LINE.

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The providers set daily goals of $$ per hour, visits and deliver major dentistry procedures with some INCREMENTAL growth.

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The providers are above average $$ producers and engineer their schedules for variety with LARGE growth in productivity.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Productivity?*

Igniter 4: New Patient Marketing

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The practice sees no value in marketing with no marketing plan, budget or digital footprint presence with a website and/or social media.

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The practice attracts new patients with a low conversion rate. Do occasional marketing with no planning, and have a static website.

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Practice sees 25 new patients per DDS per month who have welcoming experiences, & we are satisfied they chose the right practice & team.

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The practice sees 25+ new patients a month & has the marketing infrastructure, systems & people in place to focus on the WOW experience.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for New Patient Marketing?*

Igniter 5: Hygiene Department/Retention

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Everyone is a cleaning "Pick & Flick", in and out no Perio charting and patients fall through the cracks without reactivation.

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Retention is inconsistent with Perio classification and patients don't own their status, only wanting what insurance covers.

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We schedule time for each patient based on their classification, and code accurately while pre scheduling the next visit.

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Organized Perio program that has a clear assessment & diagnosis of hygiene status with advanced scheduling and electronic communications.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Hygiene Department/Retention?*

Igniter 6: Case Acceptance (CA)

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Unknown with inconsistent diagnosis and unclear TX (treatment) plans, our only presentation is chair side with insurance estimates.

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Case acceptance is a mystery, diagnosis is missed & delayed with the TX plan being presented in clinic only & dependent on insurance.

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Major dentistry diagnosis, acceptance tracked with progress, goals set with a presentation, financial arrangements & TX coordinator.

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CA is above 65% with distinct diagnosis, sequenced TX plan, admin coordinator's private presentation with written financial arrangements.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Case Acceptance (CA)?

Igniter 7: Downtime (FA/CA)

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The schedule is blown apart with massive white space due to failed appointments, open units and many last minute cancellations not filled.

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The schedule has multiple changes each day, patients don't respect the cancellation policy, creating schedule holes that are not filled.

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The schedule has a dedicated person to achieve 90-95% bookings per provider and can fill short notice changes or cancellations easily.

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The downtime is tracked daily & reviewed monthly with the DDS scheduled less than 5% open time & hygiene less than 10% open time.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Downtime (FA/CA)?*

Igniter 8: Collections

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Don't collect what we produce & have non allocated write off's, adjustments, past due claims. AR total $$ more than 1 month of prod.

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Flat lined with an increase in $$ of Accounts Receivable, insurance aging over 30 days and no financial collections policy in place.

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98% of production with collections of co pay at time of service, claims are followed up, and we have a well managed AR amount & aged.

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98% of what is produced is collected over the counter, insurance claims within 2 weeks & AR managed under 30 days with financial policy.
a. How would you rate yourself on a scale of 1-12?*
b. What is your ideal goal on a scale of 1-12?*
c. What are your insights and actions for Collections?

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