Practice Assessment

Select all the goals that relate to your practice:

Improve patient satisfaction
Increase bottom line revenue
Increase conversions
Grow patient leads
Improve staff productivity
Optimize service lines

 

Conversions and Tracking

How often are you reporting/reviewing your conversion rates

Never
Annually
Monthly
Weekly

 

Do you regularly track and report the following:

None
Unanswered/voicemail calls (during business hours)
Lead to exam conversion
No show/Cancellation rates
Non-Candidate Rates
Exam to Surgery Conversion
Non-candidate to alternative procedure
Surgical volume
Revenue

 

Staff

How often do you hold practice-wide staff meeting

Never
Annually
Quarterly
Monthly

 

What is your incentive structure

We don’t have any
All-staff/group incentives
Individual 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 staff
Some, selected positions are trained
No, this is not a standard in our office
I don’t know

 

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

None
Video
Posters (or similar)
Staff communication
Emails
Newsletter
Social Media
Website
Menu of Services

 

Referrals

How do you communicate to encourage patient referrals?

Post-op gift
Directly asking patients
Email
Phone call
Mailer
Text message
Website feature
Thank you card
None

 

How large is your referring provider network?

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

 

Online Presence/Reputation

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

Addressing negative reviews
Responding to positive reviews
Encouraging online reviews
Gathering testimonials (written/video)
None

 

How many reviews would you estimate you currently have online across all platforms?
(Facebook, Google, Healthgrades, YELP, Vitals)

Less than 25
Between 25-50
50-100
100-200
+200 reviews