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Next Step

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NEW PATIENT & GROWTH

How many new patients did you have last month?
How many new patients did you have last month?

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Do you actively track where your new patients come from (Google, referrals, website, etc.)
Do you actively track where your new patients come from (Google, referrals, website, etc.)
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Do you have a written system for converting new patient calls?
Do you have a written system for converting new patient calls?
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PATIENT RETENTION & HYGIENE

Is your hygiene department scheduled at 85%+ capacity?
Is your hygiene department scheduled at 85%+ capacity?
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Do you have a system to reactivate past-due hygiene patients weekly?
Do you have a system to reactivate past-due hygiene patients weekly?
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Do you know how many unscheduled treatment plans are currently outstanding?
Do you know how many unscheduled treatment plans are currently outstanding?
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Do you track hygiene production as a percentage of total office production?
Do you track hygiene production as a percentage of total office production?
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CASE ACCEPTANCE & FINANCIALS

Do patients routinely accept comprehensive treatment plans?
Do patients routinely accept comprehensive treatment plans?
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Do you present financial arrangements the same day as treatment presentation?
Do you present financial arrangements the same day as treatment presentation?
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What is your current collection percentage?
What is your current collection percentage?

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Is more than 25% of your A/R over 60 days old?
Is more than 25% of your A/R over 60 days old?
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SYSTEMS & ACCOUNTABILITY

Does your team have written systems for front office and clinical processes?
Does your team have written systems for front office and clinical processes?
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Do you hold structured morning huddles and monthly meetings with agendas?
Do you hold structured morning huddles and monthly meetings with agendas?
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Is one specific team member accountable for A/R weekly?
Is one specific team member accountable for A/R weekly?
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Is one specific team member accountable for hygiene recall weekly?
Is one specific team member accountable for hygiene recall weekly?
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