Prep Analysis - For Complimentary Consultation

We are pleased to offer you a complimentary practice consultation. Please complete the following questions and one of our expert consultants will contact you.

First Name

Surname

Practice Name

Street Address

Suburb

City

State

Country

Work Telephone

Facsimile No.

Home Telephone

Mobile Telephone

Email Address

1. Years in Practice

2. What is your monthly production?

(based on an average of your last 3 months)

3. What is your daily production?

(based on an average of your last 3 months)

4. Do you schedule your day to day goal?

5. What is your daily goal?

6. What is your collection percentage?

7. What is your overhead percentage?

8. How many new patients do you see each month on average?

9. do you extend financial arrangements in order to increase case acceptance on comprehensive cases?

10. How much do you have outstanding in accounts receivable?

11. How long is your new patient exam and what is it comprised of?

12. Do you diagnose and present quadrant dentistry?

13. Do you track your case acceptance?

a) If yes what is it for new patients?

b) If yes what is it for existing patients?

14. What is the size of your patient base?

(Patients seen within last 18 months)

15. How many hygiene days do you have per week?

16. How are ahead are you booked?

17. Please list names of your staff, their position, length of employment and the number of hours they work per week. Then rank each staff member on a scale of 1-10, whith 10 being the highest. (You should consider their overall performance, their contribution to the practice and the team participation in derermining their rank). Please rank yourself.

Name	Position	Length of Employment	Hours	Rank

18. Are you participating in any reduced fee programmes

If yes, which ones?

19. How many surgeries do you have in your practice?

20. What is your schedule: when do you work? when is your practice open?

21. How many hours per week are you booked for?

a) Production

b) Staff meetings

c) Administration

22. What is your current net take home pay?

23. Is it enough?

if no, how much more do you need?

24. Are you funding your retirement and/or superannuation?

If yes, what annually?

25. When do you plan to retire?

26. List 3 things in your practice you would like to change.

27. On a scale of 1-10, with 10 being the highest, where would you rate your management and leadership skills?

a) I am a good leader

b) My staff know exactly what I expect from them and why it is important

c) I have a Practice Philosophy Statement

d) I have shared my vision of the practice's future with my staff

e) I led my staff, my staff manage the practice

f) My staff know the daily goal and schedule accordingly

g) I share most of the business figures with my staff

h) Staff have job descriptions

i) Performance reviews are done yearly, not during salary reviews

j) Salary reviews are based on contribution, merit and practice turnover, not on demand

k) my practice has a morning meeting every day

l) My practice has a weekly staff meeting

m) I have an annual plan

n) I have a strategic plan

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