First Name
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Last Name
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Email
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Conversion Gap – Front Desk Performance
Do you know your current new patient call-to-appointment conversion rate?
Yes, and we track it monthly
Somewhat—tracked inconsistently
No idea—we just answer the phones
Does your front desk team use scripts or coaching to guide phone calls?
Yes, fully trained and coached
Somewhat—we’ve talked about it
No scripts or formal training
Do you regularly listen to or review new patient calls?
Yes, we audit calls weekly or monthly
Occasionally, when there’s a problem
Never
Hygiene Department – Patient Retention
Do you run hygiene reactivation reports regularly?
Yes, weekly or monthly
Occasionally
Never
Is one team member specifically accountable for reactivation?
Yes, fully accountable
Somewhat, but not formalized
No one owns this task
Do you use a structured outreach system (calls, texts, emails)?
Yes, with automation or templates
We reach out manually
No outreach in place
Case Acceptance – Treatment Planning
Do you track case acceptance percentages?
Yes, monthly with goals
We estimate it informally
No tracking in place
Is your team trained to present treatment using trust-building language and visuals?
Yes, we’ve trained for this
Some basic training or scripts
No training or strategy
Do you follow up with unscheduled treatment?
Yes, we have a follow-up process
Sometimes, when we remember
No consistent follow-up
Schedule Efficiency – Production & Time Management
Do you have daily production goals—and does your schedule reflect them?
Yes, and we hit our targets
We set goals but don’t align scheduling
No formal goals or alignment
Are high-value procedures blocked in optimal time slots?
Yes, we use block scheduling
We try, but it’s inconsistent
No procedure-based scheduling
Is your team trained in 'productive scheduling'?
Yes, they’re coached regularly
Somewhat trained
Not at all
Marketing ROI – Lead Tracking & Patient Acquisition
Do you know your cost per new patient across all marketing channels?
Yes, we track this monthly
Rough estimates only
We don’t track it
Are marketing leads tracked from ad to call to appointment?
Yes, with clear attribution
Partially tracked
Not tracked
Is your front desk trained to convert marketing leads specifically?
Yes, with scripts and coaching
Some guidance, no formal training
No specific approach