Growth & Profit Assessment- Discover Your Owner Archetype
Find out which stage of growth your practice is in and the biggest opportunities to increase profit, reduce burnout, and build a practice that thrives without you. This assessment is completely confidential.
Name
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First Name
Last Name
Email Address
*
example@example.com
Main Office ZIP Code
*
Please select your specialty from the list below
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Please Select
Podiatry
Dermatology
Cardiology
Dentistry
ENT
Endocrinology
Opthamology
General Practitioner
My specialty isn't listed
Do you have partners?
Yes
No
How many partners do you have?
Do you have full-time associates?
Yes
No
How many full time associates do you have?
Do you have part-time associates?
Yes
No
How many part-time associates do you have?
What statement best describes your associates
I have persistent doubts about whether my associate(s) is worth keeping
I have concerns about associate profitability, productivity and/or practice fit with some or all of the associates
I am mostly satisfied with associate productivity and profitability but there are some issues that I think should be addressed that aren't
I am very satisfied with every associate's productivity and profitability
If there's anything else you'd like me to know about partners or associates, please add it here.
How many locations do you have?
How much longer do you want to stay in practice?
What is the practice's annual gross revenue?
Under $450,000
$450,000 - 750,000
750,000 - 1,500,000
1,500,000 - 3,000,000
Over 3,000,000
Does total revenue this year look like it will be better, worse or about the same as last year?
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Please Select
Better
Worse
About the Same
Optional: What are the practice's average annual total patient visits (includes new, return & no charge visits):
Do total visits this year look like they will be better, worse or about the same as last year?
*
Please Select
Better
Worse
About the Same
Please check all metrics and/or reports you routinely use to evaluate and manage your practice
I don't look at metrics regularly
I routinely look at charges, revenue ,new visits and total visits
Profit and Loss Statement
Productivity Reports (for ICD, CPT frequency of use)
Charges, Revenue, Patient Visit Analysis
Accounts Receivable Aging
Days in AR
Gross and Net Collection Ratios
Patient Visit Cycle Times
Marketing Results
Balance Sheet
Appointments Kept Percentage
Equipment Use ROI
Denial Ratios
Other
What are your top three goals for the practice over the next 12 months?
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Why are these goals personally important to you?
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Please check all activities for which you use AI and/or AI automation
Not using AI
Clinical Decision Support (e.g., ChatGPT for Doctors)
Referral Management
Ambient Documentation
Benefit Verification and/or Prior Authorization
Fax Management
Revenue Cycle Management
Marketing
Incoming Calls (during and/or after hours)
Outbound Calls (Reminders, Follow-up)
Other
Please answer the following by choosing an option that best describes your situation. If no option fits at all, there is a section at the end where you can enter everything you'd like me to know.
Question 1: Your biggest daily frustration is
A. Paperwork and charting that never ends
B. Trying to grow without burning out
C. Training and managing staff effectively
D. Developing leaders who can think like owners
E. Planning what happens when you step back
Question 2: How do you feel at the end of most days?
A. Drained but still determined
B. Exhausted and questioning if it’s worth it
C. Busy but optimistic
D. Productive and focused
E. Reflective and planning the long view
Question 3: What best describes your team structure?
A. Mostly me with minimal help
B. Small team, everyone’s overloaded
C. Growing team, still refining roles
D. Strong leadership team, but needs polish
E. Fully capable team running day-to-day
Question 4: When it comes to profitability
A. I’m barely keeping up
B. Profit hasn’t caught up with my workload
C. Solid but inconsistent
D. Stable and predictable
E. Strong and strategic
Question 5: What’s your biggest growth barrier?
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A. Not enough patient visits
B. Not enough support staff, associates and/or facilities to handle patient demand
C. Systems (hiring, training, management, billing/RCM, marketing, care, etc.) that don’t scale and/or capital requirements
D. Delegation and leadership bandwidth
E. Transition or succession planning
Question 6: Which statement sounds most like you?
A. “If I don’t do it, it won’t get done right.”
B. “I’m growing, but I’m tired.”
C. “I’m building systems, just not fast enough.”
D. “I’m refining my leadership team.”
E. “I’m ready to make an impact that lasts.”
Question 7: How do you approach time off?
A. Rarely take it — patients need me
B. I try, but it usually falls apart
C. I take short breaks, but the business still depends on me
D. I can step away for weeks without chaos
E. I’m planning to step back long-term
Question 8: How confident are you in your billing and collections process?
A. Not confident — I’m constantly chasing revenue
B. It works, but we aren't beating benchmarks, or I don't know what all the benchmarks are and what should be tracked
C. We’re getting there - some automation, some gaps
D. Very confident - we track performance closely and RCM costs are pretty low
E. Fully optimized, beating all benchmarks, part of strategic planning
Question 9: What best describes your documentation process?
A. I stay up late finishing notes
B. I’m caught up, but it drains me
C. We’ve improved but still lose time
D. Streamlined with support staff
E. Fully optimized and monitored using AI
Question 10: How does your team handle accountability?
A. I handle everything myself
B. I remind people constantly
C. We have meetings, but follow-through is mixed
D. Strong systems, occasional tweaks
E. Culture of ownership and results
Question 11: How do you make business decisions?
A. Instinct and experience
B. Reaction to urgent problems
C. Some data, some gut
D. Data-driven and strategic
E. Vision-based, guided by succession goals
Question 12: How do you view growth?
A. Overwhelming
B. Necessary but risky
C. Exciting
D. Intentional and structured
E. Purposeful and legacy-driven
Question 13: What describes your patient load?
A. Consistently behind schedule
B. Overbooked but managing
C. Steady, planning to expand
D. Balanced, focused on efficiency
E. Delegated to team providers
Question 14: What’s your biggest leadership challenge?
A. Finding time to lead at all
B. Keeping the team effective and motivated
C. Trusting others with responsibility
D. Coaching leaders for growth
E. Passing the torch effectively
Question 15: How do you primarily measure success?
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A. Getting through the day and not feeling overwhelmed
B. Staying profitable without burnout, even if we sacrifice growth
C. Growing each year, even if growth isn't immediately profitable
D. High profitability with steady or aggressive growth
E. Leaving a lasting impact
Question 16: What describes your current workload?
A. Overwhelmed
B. Overextended
C. Full but manageable
D. Balanced and strategic
E. Focused on mentoring
Question 17: What’s your most common thought about the future?
A. “I just need a break.”
B. “I'm getting burnt out.”
C. “I’m close to a breakthrough.”
D. “I want to build something that runs itself.”
E. “It’s time to prepare for my next chapter.”
Question 18: What's your most common thought about your profit?
A. I don’t know where it goes
B. It’s slipping through the cracks
C. I’m tracking, but could improve
D. We have clear metrics and goals and they are being met
E. Profit is funding my legacy and freedom
Question 19: How does your practice make you feel overall?
A.Tired but proud
B. Successful but strained
C.Motivated and focused
D. Fulfilled and efficient
E. Grateful and future-ready
Question 20: If you had to choose only one problem to fix, that would create the most impact for you, what would you solve, and why this particular problem?
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Optional: What else would you like me to know?
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