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I. Marketing and New Patient Profile
No organized marketing plan
Poor radio or TV advertising results
Low referral rate
Poor workshop lead generation
Ineffective newspaper advertisements
Ineffective Patient Appreciation Days
Poor screening results
Poor team follow-up of lead
No outside talks (or very few)
No whole-family checkups (or very few)
II. Patient Compliance Profile
High numbers of missed visits
Low numbers of made-up visits
65% of more of practice is insurance
No multiple-appointment calendars
Unprofitable financial plans
Little to no workshop attendance
Inconsistent patient education
Too many pain-focused patients
Inconsistent re-exam process
No written testimonials (or very few)
III. Lifetime Family Wellness Profile
No family checkup policy
No family fee structure
Little or no use of referral packets
Spouses not attending reports
Low multiple-workshop attendance
Administration-focused CA’s
Little to no team training
Low philosophical orientation
Confusing office layout
Significant office disorganization
What is the one area of your practice you would like to see changed in the next 90 days?
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