Practice Health Checkup - The Art Of Management Inc.

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PRACTICE CHECK-UP

Please answer the following questions:

Name:

Title:

Profession:

Address:

City:

Province:

Postal Code:

Office Phone:

Home Phone:		(optional)

Fax:		(optional)

Email:

For each question below, answer "+" for Yes or mostly Yes. Answer "-" for No or mostly No.
Answer "M" for maybe or uncertain.

I am achieving my financial goals for my practice.

–	M	+

I have very good success at finding and hiring capable employees.

–	M	+

Little competition exists in our market.

–	M	+

I give my accounts receivable/collection staff a rating of 8 out of 10 or better.

–	M	+

In terms of what we deliver to our patients, we are technically the best.

–	M	+

I have a regular check on the quality of my product/service.

–	M	+

We use surveys when going after new patients.

–	M	+

I often feel guilty about not spending more time with my family.

–	M	+

Owners and managers should give unexpected bonuses to keep employees on their toes instead of having a routine system of bonuses.

–	M	+

10.

I believe that people can be helped.

–	M	+

11.

There has been a downtrend in our profitability over the past 12 months.

–	M	+

12.

Employees often don't understand how their jobs affect others in the practice.

–	M	+

13.

The on-going needs of our patients are well-defined and used for increasing the amount of care provided to them.

–	M	+

14.

Patients often complain about errors in their accounts.

–	M	+

15.

What we deliver to our patients is normally on time and better than they expected.

–	M	+

16.

I use patient complaints as a means to improve the practice.

–	M	+

17.

We keep a record of new patients and know how effective our promotion is.

–	M	+

18.

There are influences outside my practice that demand my attention right now.

–	M	+

19.

It is only natural for employees and management to be mistrustful of each other.

–	M	+

20.

There is something missing in my life.

–	M	+

21.

We have cash flow problems that need to be resolved.

–	M	+

22.

Newly hired employees in my practice are quickly trained and soon functioning well at their jobs.

–	M	+

23.

Our recall/reminder system is effective and produces lots of repeat business.

–	M	+

24.

I am kept waiting for up-to-date figures on Accounts Receivable.

–	M	+

25.

If I had better equipment, I could produce a better product/service for my patients.

–	M	+

26.

My staff know they're good and I don't need to praise them.

–	M	+

27.

We have effective and proven programs for generating new patients.

–	M	+

28.

There is quite a bit of stress in my life.

–	M	+

29.

Trying to define and measure the results produced by each employee would be a waste of time.

–	M	+

30.

There are other things that I think I should be doing with my life.

–	M	+

31.

My practice has been involved in disciplinary matters with my licensing board within the past two years.

–	M	+

32.

I often find myself solving problems that others (managers or employees) should handle.

–	M	+

33.

We do not have a regular communication (newsletter, etc.) going out to all our patients.

–	M	+

34.

My practice has an excellent credit rating.

–	M	+

35.

My patients frequently complain about how long they wait to get an appointment.

–	M	+

36.

I do not need correction systems for my staff or my service.

–	M	+

37.

Our practice is getting positive exposure from newspaper articles, free publicity, etc.

–	M	+

38.

I'm concerned about my health at times.

–	M	+

39.

Teamwork inhibits creativity.

–	M	+

40.

There are some problems in my practice for which I have no solutions.

–	M	+

41.

The amount of debt that my practice is carrying is a problem or a potential problem.

–	M	+

42.

I could get more work done each day if I had fewer interruptions.

–	M	+

43.

We do special promotions which are available to our existing patients.

–	M	+

44.

Payroll is always done on time.

–	M	+

45.

I haven't yet trained anyone to manage and care for the production/service areas as well as I do it myself.

–	M	+

46.

We keep and use a staff suggestion box (or a similar system).

–	M	+

47.

I have at least one employee whose job it is to attract new patients.

–	M	+

48.

There are too many accidents/mistakes in my life.

–	M	+

49.

A good policy in business would be to cut every corner possible in order to increase profit margins.

–	M	+

50.

I intend to find a way to be more effective.

–	M	+

51.

The long term profitability of my practice is in an uptrend.

–	M	+

52.

Communication within my practice flows smoothly and quickly to the right person with no misunderstandings.

–	M	+

53.

Our average amount of service per patient is increasing.

–	M	+

54.

Tax payments are usually on the late side.

–	M	+

55.

Quality of service tends to collapse when I am away from the area for any extended period of time.

–	M	+

56.

Our staff training system is an on-going affair.

–	M	+

57.

We don't expect much return from our promotional campaigns.

–	M	+

58.

I have one or more physical problems.

–	M	+

59.

Most people don't want to work, and do so only because of economic necessity.

–	M	+

60.

I'm looking for help to improve conditions.

–	M	+

61.

My gross income has expanded for the last two years.

–	M	+

62.

I have a reward system for employees who do more than their share.

–	M	+

63.

We are losing business because of inadequate follow-up of existing patients.

–	M	+

64.

I can lay my hands on all financial statements at short notice.

–	M	+

65.

My staff takes pride in pleasing the patients.

–	M	+

66.

I have sufficient staff in my practice who are cross-trained for other positions.

–	M	+

67.

Attracting new patients is not an essential part of our income forecasting.

–	M	+

68.

Others have influenced me in making decisions that I later regretted.

–	M	+

69.

Expansion isn't always desirable.

–	M	+

70.

There is something that I need to change or things will worsen.

–	M	+

71.

There is an external factor which is a threat to the viability of my practice.

–	M	+

72.

I sometimes wonder how productive some of my employees really are.

–	M	+

73.

We have a complete database of past and present patients.

–	M	+

74.

I would like to receive the financial reports more quickly.

–	M	+

75.

I sometimes cringe and want to hide when my employees are speaking to patients.

–	M	+

76.

We get along very nicely without any staff training.

–	M	+

77.

Public Relations is an essential part of our marketing.

–	M	+

78.

I sometimes experience periods of worry and depression.

–	M	+

79.

Most problems between people can be resolved with communication.

–	M	+

80.

Most things that claim to help people actually do more harm than good.

–	M	+

81.

My practice is dependent on additional external funding (debt or equity) for continued survival.

–	M	+

82.

I keep graphs of all the key statistics of my practice.

–	M	+

83.

We have a very loyal and expanding patient base.

–	M	+

84.

The fixed assets and supplies inventory is complete and up-to-date.

–	M	+

85.

There is excellent coordination of finance, supplies, personnel logistics, etc. in my practice.

–	M	+

86.

We apply the principle of quality control to our entire practice.

–	M	+

87.

I keep separate records of new patients and repeat patients.

–	M	+

88.

The rewards of operating my practice far outweigh the difficulties.

–	M	+

89.

A good leader would not hesitate to sacrifice an individual for the good of the group.

–	M	+

90.

There isn't anything someone else could tell me that would help me run my practice better.

–	M	+

91.

My practice's cash position is better than it was a year ago.

–	M	+

92.

Overall morale in my practice is very high.

–	M	+

93.

A large number of patients have not been presented with full treatment plans.

–	M	+

94.

I know where the money's going before it gets spent.

–	M	+

95.

If we did a survey of our patients, at least 90% of them would say that they were satisfied with what we delivered.

–	M	+

96.

I have a statistic which measures the effectiveness of our Quality Control.

–	M	+

97.

We get new business from referrals from existing patients.

–	M	+

98.

Someone or something else is responsible for the condition my practice is in.

–	M	+

99.

A good executive would rather earn money than borrow it.

–	M	+

100.

I continually look for ways to improve myself and my practice.

–	M	+