PRACTICE SELF ASSESSMENT

PRACTICE SELF ASSESSMENT
CLINIC NAME
CLINIC MEMBER NAME

First NameLast Name
CLINIC EMAIL
example@example.com
CLINIC PHONE NUMBER
Please enter a valid phone number.Format: (000) 000-0000.
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Instructions: Please answer the following questions honestly to assess your practice’s operations, workflows, marketing, outreach, enrollment, and retention. For each question, select a number between 1 and 5 referencing the grading system below:
- 1: Needs significant improvement
- 2: Needs improvement
- 3: Adequate
- 4: Effective
- 5: Extremely effective
This self-assessment will highlight strengths and uncover areas for growth. Once complete, we will contact you with your results to discuss!
1. Does your practice offer flexible consultation times for treatments like TMS and Ketamine, with a team trained to guide patients confidently?
2. Are emergency rescheduling, cancellations, and missed appointments managed promptly, with a 24-hour cancellation policy in place?
3. Does your practice provide comprehensive educational content (e.g., shareable media) that builds credibility and is easily accessible to patients?
4. Is your practice highly visible online, ranking well in search results and maintaining an updated digital footprint, including social media?
5. Do you use modern software (e.g., EHR, CRM) to streamline clinic operations, automate tasks, and track data effectively?
6. Are there regular training and development opportunities for team members covering operational, clinical, and client experience improvements?
7. Is there a clear and efficient path to treatment with SOPs in place and seamless patient handoffs throughout the process?
8. Does your practice conduct regular audits, peer reviews, and gather patient feedback to ensure best practices are followed?
9. Is your intake process streamlined, offering online booking, timely follow-ups, and dedicated staff support?
10. Do your patient communications include encouraging, educational, and actionable content with clear next steps?
11. Does your team maintain periodic follow-ups with tailored communication that keeps potential patients engaged?
12. Is there an effective internal and external referral system in place, with relationships actively maintained?
13. Does your practice participate in local outreach, events, and partnerships with groups like EAPs, unions, or state agencies?
14. Do you host or contribute to workshops, seminars, and research to advance innovative mental health treatments?
15. Is your practice active on social media with engaging, patient-centered, and provider-facing content?
16. Do you collaborate with mental health providers, nonprofits, or networks like NAMI, acting as a liaison for specialized groups?
17. Are multiple communication channels available, providing educational materials at first contact in a welcoming environment?
18. Do you use workflows and CRM tools to track patient progress and analyze data during team meetings for continuous improvement?
19. Is there a clear process for referring patients to higher levels of care or specialty providers when needed?
20. Does your practice coordinate seamlessly with other providers, offering transition plans and retention strategies?
Thank you for completing your assessment!

Our team will review your responses and provide insights into your practice’s strengths and opportunities for growth. You'll be hearing from us shortly!
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PRACTICE SELF ASSESSMENT

Thank you for completing your assessment!