The Practice Efficiency Scorecard was created to allow a professional practice (Doctor or Practice Administrator) to easily and quickly assess the performance of their practice. Below are ten statements and range from the process or standard is not in place to the process or standard is solidly in place and performing in the practice. Rank how you feel your practice stands today on a scale of 1 on the left to 5 on the right of the scorecard.

From your honest answers we can provide you with a solid game plan to move your practice from where ever it is today to a Platinum Practice. A Platinum Practice is a high producing, profitable practice where all enjoy working and are fully engaged and productive.

Please rate your practice on a scale of 1 to 5 based on the following areas:

  • 1 - I don’t have a clear practice growth plan.2 -3 - I have a growth plan but I struggle to implement it.4 -5 - I have a clear practice growth plan that I’ve communicated and my staff and I monitor on a regular basis.
  • 1 - I don’t have a fully competent staff in place.2 -3 - The majority of my team are solid contributors but I have a couple who struggle.4 -5 - I am completely satisfied with the fully competent staff I have in place and on my team.
  • 1 - I don’t spend time (scheduled time) communicating practice goals to staff.2 -3 - I have regularly scheduled meetings with all team members.4 -5 - I spend significant time (regularly scheduled time) communicating practice goals with my team and giving them feedback.
  • 1 - I’m not satisfied with the number of crowns, dentures, implants and other big cases my practice sells.2 -3 - The majority of my team are solid contributors but I have a couple who struggle.4 -5 - My team is involved and engaged in selling crowns, dentures, implants and other big cases in line with my business plan.
  • 1 - I don’t get a steady stream of patient referrals into my practice on a monthly basis.2 -3 - I’m not exactly sure how to increase my stream of referrals into the practice.4 -5 - I have solid referral relationships that are in line with my business plan and that positively impact my bottom line.
  • 1 - My staff and I deliver primarily what the patient came to the practice to take care of.2 -3 - Effective cross-selling is a goal in my business plan but I’m unsure how to implement it.4 -5 - My staff and I effectively cross-sell my patients to ensure they have the proper care I want to be known to deliver.
  • 1 - I don’t know the value each patient represents.2 -3 - I understand the concept of value of each patient but I’m not sure how to calculate it or use it effectively.4 -5 - I know the value each patient represents and my practice works in harmony to maximize that value to assure proper patient care.
  • 1 - I don’t have systems/processes including job descriptions, reporting duties and employee handbook in place to manage the practice.2 -3 - I have systems and processes but they don’t seem to be followed consistently.4 -5 - I have processes and systems including job descriptions, reporting duties and employee handbook in place to effectively manage my practice.
  • 1 - I don’t spend enough time (regularly scheduled time) developing my staff.2 -3 - I’m not sure how to or I’m too busy to develop my team in regularly scheduled meetings.4 -5 - I invest extensive time (regularly scheduled time) developing my staff.
  • 1 - I don’t have a systematized strategic marketing and business operation plan in place2 -3 - I have a plan but it’s not written down where we can measure and monitor our progress.4 -5 - I have clear, documented and systematized strategic marketing and business operation plan in place that my staff and I monitor on a regular basis.
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