These first 10 questions are about your business goals.

1. Is your practice's vision and mission documented? *

Yes

2. Are your long-term (5-10 years) and short-term (1-3 years) goals clearly defined? *

Yes

3. Have you set KPIs to track progress toward your goals? *

Yes

4. Do you have a clear plan to achieve each goal? *

Yes

5. Are your goals reviewed and updated regularly? *

Yes

6. Do you know your exact revenue and profit goals? *

Yes

7. Does your leadership team meet regularly, either weekly or monthly? *

Yes

8. Do all staff members understand the practice's vision and goals? *

Yes

9. Is there a regularly updated list of company issues? *

Yes

10. Do you have core values that guide business decisions? *

Yes

The next 10 questions are about your office manager.

1. Does the office manager have a clear job description? *

Yes

2. Is the office manager involved in major practice decisions? *

Yes

3. Is the office manager part of budgeting and financial planning? *

Yes

4. Is the office manager expected to track and report KPIs? *

Yes

5. Is the office manager responsible for revenue growth? *

Yes

6. Does the office manager handle sales and marketing? *

Yes

7. Does the office manager regularly hold team meetings? *

Yes

8. Does the office manager review employee performance monthly? *

Yes

9. Does the office manager receive leadership training or coaching? *

Yes

10. Is the office manager responsible for regulatory compliance? *

Yes

The next 10 questions are about employee skills training.

1. Is there a structured onboarding and 90-day training process for new employees? *

Yes

2. Does each employee have a clear job description? *

Yes

3. Are all employees cross-trained and able to perform multiple roles? *

Yes

4. Are employees held accountable to specific KPIs? *

Yes

5. Is there a process to identify and address skill gaps?

Yes

6. Do you have minimum technical skill standards for typing, devices, AI, and software? *

Yes

7. Do employees receive soft skills training like problem solving, communication, and resilience? *

Yes

8. Is there a system to recognize and reward high-performing employees? *

Yes

9. Does each employee have a career growth plan? *

Yes

10. Is there a mentorship or coaching program for individual development? *

Yes

The next 10 questions are about processes and workflows.

1. Are all key processes documented and easily accessible to employees? *

Yes

2. When a process is updated, is it documented and communicated to everyone? *

Yes

3. Is there someone responsible for ensuring all employees follow the same steps for each process? *

Yes

4. Is there a documented process for processing new patients, from application to the first appointment? *

Yes

5. Is there a documented process for discharging patients? *

Yes

6. Is there a process for collecting past due balances? *

Yes

7. Is there a process for identifying and scheduling patients who need an appointment before their next refill? *

Yes

8. Are all labs integrated with your EHR system? *

Yes

9. Are appointment reminders automated? *

Yes

10. Can patients receive and pay their bills online? *

Yes

The next 10 questions will be about internal communication.

1. Do you use a team communication platform like Slack, Teams, or RingCentral? *

Yes

2. Is there a process to handle requests from providers to front office staff? *

Yes

3. Is there a process to assist patients and providers in real time (e.g., Zoom support, triaging)? *

Yes

4. Are employees expected to communicate outside business hours? *

Yes

5. Is the entire team, including part-time and remote staff, regularly updated on goals and changes? *

Yes

6. Do you use a cloud-based project management system like Trello, Asana, or Monday? *

Yes

7. Is there a process to document and follow up on action items from meetings? *

Yes

8. Do you offer formal communication training for your team? *

Yes

9. Is there a process for gathering employee concerns, feedback, and ideas? *

Yes

10. Does the company get together at least twice a year outside the office? *

Yes

The next 10 questions are about patient communication.

1. Do you use one platform to manage texts, emails, and phone calls? *

Yes

2. Do you respond to patient requests within 4 business hours? *

Yes

3. Does your phone system have an IVR, call queuing, and call back feature? *

Yes

4. Do you know the average number of calls per day and hold times? *

Yes

5. Are there guidelines for documenting patient conversations? *

Yes

6. Do you have an onboarding email sequence for new patients? *

Yes

7. Can patients communicate directly with their provider? *

Yes

8. Is there an automated system for requesting feedback or reviews from patients? *

Yes

9. Is there a process to inform patients about office policy and procedure updates? *

Yes

10. Is everyone trained to discuss bills or statements with patients? *

Yes

The next 16 questions will be about lead generation and getting new patients.

1. Do you have a budget for marketing and lead generation? *

Yes

2. Do you know the cost to acquire a new patient? *

Yes

3. Do you have a written advertising and marketing plan? *

Yes

4. Are you running Google Ads? *

Yes

5. Are you running Facebook and Instagram Ads? *

Yes

6. Do you advertise on the radio or in print? *

Yes

7. Are your practice and providers listed on major online directories like Healthgrades or Zocdoc? *

Yes

8. Do you review your marketing and advertising campaign performance monthly? *

Yes

9. Do you create content like videos or articles? *

Yes

10. Are your social media accounts updated at least once a week? *

Yes

11. Do you participate in community workshops or events? *

Yes

12. Do you network with referring offices and providers? *

Yes

13. Does your website include bios and photos of all providers? *

Yes

14. Are employees trained to convert leads into patients? *

Yes

15. Is someone responsible for responding to Google reviews daily? *

Yes

16. Do you have a process to collect and share patient testimonials? *

Yes

These next 12 questions are about revenue generation and income.

1. Do you review your P&L statement weekly? *

Yes

2. Do you know the monthly revenue breakdown by carrier, CPT codes, service, and provider? *

Yes

3. Are your notes reviewed by the biller to maximize reimbursements? *

Yes

4. Are you confident that all notes and charges are legal and compliant? *

Yes

5. Do you have a process for collecting delayed or denied claims? *

Yes

6. Are providers trained to schedule follow-up appointments? *

Yes

7. Do you know your no-show rate? *

Yes

8. Are no-show and canceled appointments rescheduled daily? *

Yes

9. Do you charge a fee for no-show and late cancellations? *

Yes

10. Are patients called to confirm their appointment if they haven't confirmed online 24 hours before? *

Yes

11. Do you require patients to keep a credit card on file for copays, fees, and past due balances? *

Yes

12. Do you offer TMS or other in-office treatments or procedures? *

Yes

These next 16 questions are focused on if the practice is meeting your needs and allowing you to live an extraordinary life.

1. Are you achieving the goals you set when starting the practice? *

Yes

2. Do you feel fulfilled or purposeful running your practice? *

Yes

3. Do you enjoy owning and managing the practice? *

Yes

4. Do you have a meaningful life outside of work? *

Yes

5. Can you pay yourself a market-rate salary? *

Yes

6. Do you need to work outside your practice to cover your personal expenses? *

Yes

7. Do you have at least 3 months of cash reserves? *

Yes

8. Does the practice's profit from the past 12 months excite you? *

Yes

9. Are you working more than 40 hours a week? *

Yes

10. Can you take at least 4 weeks off per year? *

Yes

11. Are you up to date on taxes and able to pay quarterly? *

Yes

12. Do you prefer managing operations or seeing patients? *

Managing Operations

Seeing Patients

13. Can you offer full health and retirement benefits to employees? *

Yes

14. Does the average employee stay with you for at least 3 years? *

Yes

15. Do you have a clear succession plan or exit strategy? *

Yes

16. Do you have a mentor or coach to guide you to your goals? *

Yes

The next 3 questions are open ended questions with no right or wrong answer. Please be as open and honest as possible as these questions will only help you discover the best way to make your practice successful!

1. What is the #1 thing holding you back from making the practice extraordinary? *

2. If you could add 1 person to your team to make the practice thrive, what does this person look like? *

If the practice could do 1 thing for you right now, what would that be? *

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