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Practice Overview Rank

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When completing the scorecard, all fields must be filled in correctly. Once you've completed the scorecard, an email with your completed scorecard will be sent to you.

In order to begin, the following issues need to be addressed:

Mindset 1: Team Synergy

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
Staff turnover, high stress levels, conflict & negative morale. Roles are not defined, goals not set, with dysfunctional performance.
1
2
3
4
5
6
Overwhelmed, confusion and struggles solving problems or setting goals. Members are not involved and feel unappreciated.
4
5
6
7
8
9
We manage stress and gossip with problem solving. Involved in the goals and have a vision, appreciating each other, achieving progress.
7
8
9
10
11
12
Team is engaged with the owner, purpose, management & each other. They are optimistic & embrace change, achieve goals & create wins.
10
11
12
 

Mindset 2: Patient Demographics

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
No accurate idea how many active patients visited the practice in the past two years, not aware of the demographics or insurance status.
1
2
3
4
5
6
Purged database in the past and we can guess how many active patients, with little regard for age, dictated by their insurance coverage.
4
5
6
7
8
9
We are clear on exactly how many active patients we have, their ages and we can adapt accordingly with maximizing insurance benefits.
7
8
9
10
11
12
Know exactly the number of active patients we have & adapt to their generation style. We are well versed in overcoming insurance limitations
10
11
12
 

Mindset 3: Productivity

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
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3
Providers (Dr./Hygiene) produce below average with o idea of their $$ per Dept., hours worked or patients seen DECLINING productivity.
1
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4
5
6
The providers are average $$ producers with high patient volume and minimal major procedures causing the practice to FLAT-LINE.
4
5
6
7
8
9
The providers set daily goals of $$ per hour, visits and deliver major dentistry procedures with some INCREMENTAL growth.
7
8
9
10
11
12
The providers are above average $$ producers and engineer their schedules for variety with LARGE growth in productivity.
10
11
12
 

Mindset 4: New Patient Marketing

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
The practice sees no value in marketing with no marketing plan, budget or digital footprint presence with a website and//or social media.
1
2
3
4
5
6
The practice attracts new patients with a low conversion rate. Do occasional marketing with no planning and have a static website.
4
5
6
7
8
9
Practice sees 25 new patients per DDS per month who have welcoming experiences, & we are satisfied they chose the right practice & team.
7
8
9
10
11
12
The practice sees 25+ new patients a month & has the marketing infrastructure, systems & people in place to focus on the WOW experience.
10
11
12
 

Mindset 5: Hygiene Department / Retention

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
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3
Everyone is a cleaning "Pick & Flick", in and out, no Perio charting and patients fall through the cracks without reactivation.
1
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4
5
6
Retention is inconsistent with Perio classification and patients don't own their status, only wanting what insurance covers.
4
5
6
7
8
9
We schedule time for each patient based on their classification, and code accurately while pre-scheduling the next visit.
7
8
9
10
11
12
Organized Perio program that has clear assessment & diagnosis of hygiene status with advanced scheduling and electronic communications.
10
11
12
 

Mindset 6: Case Acceptance (CA)

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
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3
Unknown with inconsistent diagnosis and unclear TX (treatment) plans, our only presentation is chair side with insurance estimates.
1
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4
5
6
Case acceptance is a mystery, diagnosis is missed & delayed with the TX plan being presented in clinic only & dependent on insurance.
4
5
6
7
8
9
Major dentistry diagnosis, acceptance tracked with progress, goals set with a presentation, financial arrangements & TX coordinator.
7
8
9
10
11
12
CA is above 65% with distinct diagnosis, sequenced TX plan, admin coordinator's private presentation with written financial arrangements.
10
11
12
 

Mindset 7: Downtime - (FA/CA)

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
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3
The schedule is blown apart with massive white space due to failed appointments, open units and many last minute cancellations not filled.
1
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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.
4
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7
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9
The schedule has a dedicated person to achieve 90-95% bookings per provider and can fill short notice changes or cancellations easily.
7
8
9
10
11
12
The downtime is tracked daily & reviewed monthly with the DDS scheduled less than 5% open time & hygiene less than 10% open time.
10
11
12
 

Mindset 8: Collections

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
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3
Don't collect what we produce & have non allocated write offs, adjustments, past due claims. AR total $$ more than 1 month of production.
1
2
3
4
5
6
Flat-lined with an increase in $$ of Accounts Receivable, insurance aging over 30 days and no financial collections policy in place.
4
5
6
7
8
9
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.
7
8
9
10
11
12
98% of what is produced is collected over the counter, insurance claims within 2 weeks & AR managed under 30 days with financial policy.
10
11
12