Practice Analysis Questionnaire

1
1. Do you actively follow a marketing strategy for your practice each week?
Yes
Sometimes
No
2
2. Is your daily schedule disorganized or inconsistent, leading to lost production time?
Yes
Sometimes
No
3
3. Are you able to fully disconnect from the office and take real vacations regularly?
Yes
Somewhat
No
4
4. Is your patient volume or revenue noticeably impacted by shifts in the local economy?
Yes
Maybe
No
5
5. Do your employees take ownership of their roles and commit to the success of the practice?
Yes
Somewhat
No
6
6. Has the pressure of managing your practice taken the fun out of it?
Yes
Sometimes
No
7
7. Do you stay on top of your documentation and administrative tasks?
Yes
Sometimes
No
8
8. Do you feel uncomfortable asking patients or colleagues for referrals?
Yes
Sometimes
No
9
9. Do issues in your practice often disrupt your sleep?
Yes
Sometimes
No
10
10. Do your staff have individual performance metrics and goals assigned to them?
Yes
Some
No
11
11. Are you effective at setting boundaries with patients who create stress or disruption?
Yes
Sometimes
No
12
12. Are your practice goals written down and reviewed regularly?
Yes
Somewhat
No
13
13. Are you able to convert new acquaintances into patients when they need your services?
Yes
Sometimes
No
14
14. Do you experience emotional ups and downs during your workday?
Yes
Sometimes
No
15
15. Do employees fail to follow your instructions accurately, leading you to micromanage?
Yes
Sometimes
No
16
16. Are most patients willing to proceed with treatment regardless of their insurance benefits?
Yes
Sometimes
No
17
17. Are you often stepping in to resolve issues that your team should handle?
Yes
Sometimes
No
18
18. Can you readily attract more new patients on a monthly basis?
Yes
Somewhat
No
19
19. Are too many patients disappearing or falling through the cracks?
Yes
Maybe
No
20
20. Do you have a staff bonus system that motivates your team and increases office production?
Yes
Somewhat
No
21
21. Does your career bring you a sense of fulfillment?
Yes
Sometimes
No
22
22. Do you feel uneasy discussing patients’ financial concerns about their treatment plans?
Yes
Sometimes
No
23
23. Do you avoid direct confrontation with particular members of your team?
Yes
Sometimes
No
24
24. Do you believe the rewards you receive reflect the work you do?
Yes
Sometimes
No
25
25. Do some days seem to fall apart, making it hard to keep the schedule full?
Yes
Sometimes
No
26
26. Have you ever felt like walking away from your practice completely?
Yes
Sometimes
No
27
27. Do you find it difficult to set clear expectations for staff performance?
Yes
Sometimes
No
28
28. Are you fully funding your retirement savings each year?
Yes
Sometimes
No
29
29. Are you so nice that people take advantage of you?
Yes
Sometimes
No
30
30. Do you feel frustrated with your staff’s actions or decisions?
Yes
Sometimes
No
31
31. Are you working hard but struggling to move forward?
Yes
Sometimes
No
32
32. Does your office consistently collect at least 99% of total production?
Yes
Sometimes
No
33
33. Do you feel trapped by your practice?
Yes
Sometimes
No
34
34. Do you track the sources of your new patients and evaluate the effectiveness of your marketing efforts?
Yes
Sometimes
No
35
35. Has your practice reached a plateau and is now stuck?
Yes
Maybe
No
36
36. Do your staff consistently ask patients for referrals?
Yes
Sometimes
No
37
37. Is it difficult for you to address performance issues or correct bad behavior among your staff?
Yes
Sometimes
No
38
38. Are you frustrated you are not accomplishing more?
Yes
Sometimes
No
39
39. Does your online presence consistently attract new patients each week?
Yes
Sometimes
No
40
40. Do you wonder if certain former patients left due to something you or your staff did that discouraged them?
Yes
Sometimes
No
41
41. Do you find your current hiring strategies successful in bringing in well-qualified team members?
Yes
Sometimes
No
42
42. Do concerns about losing patients influence you to reduce your fees?
Yes
Sometimes
No
43
43. Is your net worth increasing each year?
Yes
No
44
44. Are there aspects of your practice that you avoid confronting or managing?
Yes
Somewhat
No
45
45. Do you frequently encounter cancellations or no-shows that disrupt your schedule?
Yes
Somewhat
No
46
46. Do you settle for poor performance by staff members because replacing them is too difficult?
Yes
Sometimes
No
47
47. Have trusted individuals ever caused harm to your practice?
Yes
Maybe
No
48
48. Do you feel your leadership is not fully respected by your team?
Yes
Sometimes
No
49
49. Does your front office effectively convert calls from potential patients into appointments?
Yes
Sometimes
No
50
50. Is your practice well-known and positively viewed on the internet?
Yes
Somewhat
No
51
51. Do you track your overhead costs?
Yes
Sometimes
No
52
52. Are your accounts receivable currently higher than your average monthly production?
Yes
Maybe
No
53
53. Can you handle disagreeable, unwilling or defiant employees?
Yes
Somewhat
No
54
Are your fees above average, and do patients still accept and pay them?
Yes
Somewhat
No
55
55. Do most of your employees take initiative and handle responsibilities without needing to be told, or paid extra?
Yes
Sometimes
No
56
56. Do you regularly evaluate which services or income streams are most profitable?
Yes
Sometimes
No
57
57. Do you have an up-to-date staff policy manual, job descriptions, and procedure manuals that are actively used in your practice?
Yes
Somewhat
No
58
58. Are you consistently making progress on both your short-term and long-term practice goals?
Yes
Somewhat
No
59
59. Are you actively managing your insurance contracts to identify and drop plans with low reimbursement?
Yes
Somewhat
No
60
60. Do you find yourself procrastinating or struggling to finish tasks due to time management inefficiency?
Yes
Sometimes
No
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Practice Setup
Number of staff members
Years in practice
Average New Patients per month
Please Select
Please Select
$0 - 20,000
$20,000 - 40,000
$40,000 - 60,000
$60,000 - 80,000
$100,000 - 120,000
$120,000 - 140,000
$140,000 - 160,000
$160,000 - 180,000
$180,000 - 200,000
$200,000+
Average Production per month
General problems (e.g. staff management, lack of new patients, time management, treatment acceptance, etc.)
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Practice Future
Please Select
Please Select
Strong growth
Minimal growth/stagnation
Production decline
Stress and failure
If your practice continues as it is, what do you expect for the future?
How do you feel about getting outside help for your practice?
Please Select
Please Select
Yes
No
Would you like to receive a complimentary consultation?
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Contact Info* This field is required.
Practice Owner Name
Practice Website
Office Phone
Mobile
Best time to reach you to discuss the analysis
Email
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