Your Practice Goals

Select all the goals that relate to your practice:

Improve patient satisfactionIncrease bottom line revenueIncrease conversionsGrow patient leadsImprove staff productivityOptimize service lines

Conversions & Tracking

How often are you reporting/reviewing your conversion rates?

NeverAnnuallyMonthlyWeekly

Do you regularly track and report the following:

NoneUnanswered/voicemail calls (during business hours)Lead to exam conversionNo show/Cancellation ratesNon-Candidate RatesExam to Surgery ConversionNon-candidate to alternative procedureSurgical volumeRevenue

Staff

How often do you hold practice-wide staff meetings?

NeverAnnuallyQuarterlyMonthly

What is your incentive structure?

We don’t have anyAll-staff/group incentivesIndividual incentives based on performance/goals

Internal Marketing

Are ALL staff educated and continuously trained on all services the practice offers and can answer basic questions?

Yes, it is a standard for all staffSome, selected positions are trainedNo, this is not a standard in our officeI don’t know

Do you communicate with your patients about all of the service lines you offer?

NoneVideoPosters (or similar)Staff communicationEmailsNewsletterSocial MediaWebsiteMenu of Services

Referrals

How do you communicate to encourage patient referrals?

Post-op giftDirectly asking patientsEmailPhone callMailerText messageWebsite featureThank you cardNone

How large is your referring provider network?

0Less than 20Over 20 but less than 40Between 40-60More than 60

Online Presence/Reputation

Do you have a staff member dedicated to addressing the following?

Addressing negative reviewsResponding to positive reviewsEncouraging online reviewsGathering testimonials (written/video)None

How many reviews would you estimate you currently have online across all platforms?

(Facebook, Google, Healthgrades, YELP, Vitals)
Less than 25Between 25-5050-100100-200+200 reviews

Contact Information

Please provide your contact information so we can send you your assessment results.

Name (required)

Practice Name (required)

Email (required)