CRITICAL Metrics Rank

Your Information

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 Culture

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
We have no idea how many active patients visited the practice in the past two yrs and don't know tHEIR culture, gender or age.
1
2
3
4
5
6
We dont' know any statistics of our patient base culture, gender or age and don't see why this matters.
4
5
6
7
8
9
We are clear about our patient base's cultural, gender and age and adapt accordingly on a patient by patiient basis.
7
8
9
10
11
12
We know our patient base extremely well and make sure we update notes regularly about cultural, gender and age perferences.
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
2
3
We do not know the state of our overall practice Production and sometimes hear via the grapvine that it is DECLINING.
1
2
3
4
5
6
We are aware that our overall practice Production has PLATEAU'D on a flat line and we don't know how to improve or make better.
4
5
6
7
8
9
Our overall practice Production has grown significantly because of our talented team and advanced scheduling coding of procedures.
7
8
9
10
11
12
Our overall practice Production has grown significantly because of our talented team and advanced scheduling coding of procedures.
10
11
12
 

Mindset 4: New Patient Growth

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 is closed and we don't need to do any marketing or be concerned about how many new patients we attract.
1
2
3
4
5
6
The practice attracts less then 20 new patients a month and we don't have a website as marketing is very expensive
4
5
6
7
8
9
Practice schedules at least 25 new patients per DDS per mth due to our marketing focus and website, SEO and word of mouth referrals.
7
8
9
10
11
12
The practice schedules well over 25 NP per month and has a comprehensive marketing plan internally and externally.
10
11
12
 

Mindset 5: Periodontal Utilization

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
Hygiene patients are all scheduled for cleanings every 30-45 minutes regardless of oral health and dependent on their insurance coverage.
1
2
3
4
5
6
We lack a consistent process of a consistent non-surgical periodontal program and have minimal patients being coded for perio services.
4
5
6
7
8
9
We have a Perio program and the RDH all do charting, hygiene diagnosis and TX plan for Health, Infection or Maintenance.
7
8
9
10
11
12
Our Perio program is always innovating with the A.D.P,I.E. process of hygiene care and patients own their status and fees.
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
2
3
Our patients only want what is covered by insurance and have no money or dental IQ to accept major denitstry or periodontal services.
1
2
3
4
5
6
OUr Case Acceptance is unknown and we tell the patient what they need in the clinic and send multiple pre determinations forcoverage.
4
5
6
7
8
9
We track our case acceptance at 65% for major dentistry and provide a clinical and admin presentation with flexable financial arrangements
7
8
9
10
11
12
Case Acceptance is efficient and growing with team approach to communication , clear diagnosis, and tx plan and presentation skills.
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
2
3
The schedule is blown apart with massive white space due to failed appointments, open units and many last minute cancellations not filled.
1
2
3
4
5
6
The schedule has multiple changes each day, patients don't respect the cancellation policy, creating schedule holes that are not filled.
4
5
6
7
8
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
2
3
We don't know our collection % or what the write off's and take insurance with high AR total $$ more than 1 month of prod.
1
2
3
4
5
6
We don't have a financial policy or flexable ways to pay and accept insurance and someone does Accounts Receivable when they have time.
4
5
6
7
8
9
We collect 98% with the co pay at time of service, claims are followed up weekly and we have a well managed and aged accounts recievable.
7
8
9
10
11
12
Collections are not an issue as we collect at time of service withNON assignment . We offer a third party financing company.
10
11
12