Profitable Practice Strategies : Effective Interviewing, Financial planning, Goal Setting, Improving Staff Communication, Scheduling Techniques, Morale Building, Listening skills

Lori W. Allen

Founder, President
Phone: 412-765-2067

Practice Needs Survey

Name	:
Practice Name	:
Address	:
City	:
State	:		Zip	:
Phone	:		Fax	:
Email	:
Best time to reach	:
What is your average number of patient visits per week?				:
What is your goal?	:
What is your average number of new patients per month?				:
What is your goal?	:
Do you have systems in place for the following:
Missed appointments		Yes No
Reminder calls?		Yes No
Reactivation?		Yes No
Are you Scheduling?		Yes No
Do you schedule manually?		Yes No
Do you have a written policy and procedural office manual?					Yes No
Do you have regular staff meetings?					Yes No
Do you statistically track:
Patient visits?		Yes No
Patient visit average?		Yes No
Services?		Yes No
Collections?		Yes No
New patients?		Yes No

Do you conduct healthcare wellness workshops for your patients and their families?					Yes No

Do you have patient education and retention programs?					Yes No

Do you feel that your office is systemized and running efficiently?					Yes No

Are you currently working with or have you worked with a consultant in the past?					Yes No

Is your staff as knowledgeable as they should be regarding insurance regulations?					Yes No

Does your current billing software provide you with all you need and want?					Yes No

Are you experiencing claim denials and you don’t know why?					Yes No

Do your end of the month reports reflect growth?					Yes No

Are you aware of the most commonly made mistakes pertaining to coding?					Yes No

Are you ready to take your practice to the next level?					Yes No

Please list the areas of your practice where you would like advice or assistance:



Submit to PPS for your free 30 minute initial consultation.