Practice Efficiency Assessment Please answer the following questions. For each question, answer Yes or mostly Yes, No or mostly No, or maybe for uncertain. Name*Profession*AddressCityProvince*Cell PhoneOffice Phone*Email* 1. I am achieving my financial goals for my practice.*YesNoMaybe2. I have very good success at finding and hiring capable employees.*YesNoMaybe3. Little competition exists in our market.*YesNoMaybe4. I give my accounts receivable/collection staff a rating of 8 out of 10 or better.*YesNoMaybe5. In terms of what we deliver to our patients, we are technically the best.*YesNoMaybe6. I have a regular check on the quality of my product/service.*YesNoMaybe7. We use surveys when going after new patients.*YesNoMaybe8. I often feel guilty about not spending more time with my family.*YesNoMaybe9. Owners and managers should give unexpected bonuses to keep employees on their toes instead of having a routine system of bonuses.*YesNoMaybe10. I believe that people can be helped.*YesNoMaybe11. There has been a downtrend in our profitability over the past 12 months.*YesNoMaybe12. Employees often don't understand how their jobs affect others in the practice.*YesNoMaybe13. The on-going needs of our patients are well-defined and used for increasing the amount of care provided to them.*YesNoMaybe14. Patients often complain about errors in their accounts.*YesNoMaybe15. What we deliver to our patients is normally on time and better than they expected.*YesNoMaybe16. I use patient complaints as a means to improve the practice.*YesNoMaybe17. We keep a record of new patients and know how effective our promotion is.*YesNoMaybe18. There are influences outside my practice that demand my attention right now.*YesNoMaybe19. It is only natural for employees and management to be mistrustful of each other.*YesNoMaybe20. There is something missing in my life.*YesNoMaybe21. We have cash flow problems that need to be resolved.*YesNoMaybe22. Newly hired employees in my practice are quickly trained and soon functioning well at their jobs.*YesNoMaybe23. Our recall/reminder system is effective and produces lots of repeat business.*YesNoMaybe24. I am kept waiting for up-to-date figures on Accounts Receivable.*YesNoMaybe25. If I had better equipment, I could produce a better product/service for my patients.*YesNoMaybe26. My staff know they're good and I don't need to praise them.*YesNoMaybe27. We have effective and proven programs for generating new patients.*YesNoMaybe28. There is quite a bit of stress in my life.*YesNoMaybe29. Trying to define and measure the results produced by each employee would be a waste of time.*YesNoMaybe30. There are other things that I think I should be doing with my life.*YesNoMaybe31. My practice has been involved in disciplinary matters with my licensing board within the past two years.*YesNoMaybe32. I often find myself solving problems that others (managers or employees) should handle.*YesNoMaybe33. We do not have a regular communication (newsletter, etc.) going out to all our patients.*YesNoMaybe34. My practice has an excellent credit rating.*YesNoMaybe35. My patients frequently complain about how long they wait to get an appointment.*YesNoMaybe36. I do not need correction systems for my staff or my service.*YesNoMaybe37. Our practice is getting positive exposure from newspaper articles, free publicity, etc.*YesNoMaybe38. I'm concerned about my health at times.*YesNoMaybe39. Teamwork inhibits creativity.*YesNoMaybe40. There are some problems in my practice for which I have no solutions.*YesNoMaybe41. The amount of debt that my practice is carrying is a problem or a potential problem.*YesNoMaybe42. I could get more work done each day if I had fewer interruptions.*YesNoMaybe43. We do special promotions which are available to our existing patients.*YesNoMaybe44. Payroll is always done on time.*YesNoMaybe45. I haven't yet trained anyone to manage and care for the production/service areas as well as I do it myself.*YesNoMaybe46. We keep and use a staff suggestion box (or a similar system).*YesNoMaybe47. I have at least one employee whose job it is to attract new patients.*YesNoMaybe48. There are too many accidents/mistakes in my life.*YesNoMaybe49. A good policy in business would be to cut every corner possible in order to increase profit margins.*YesNoMaybe50. I intend to find a way to be more effective.*YesNoMaybe51. The long term profitability of my practice is in an uptrend.*YesNoMaybe52. Communication within my practice flows smoothly and quickly to the right person with no misunderstandings.*YesNoMaybe53. Our average amount of service per patient is increasing.*YesNoMaybe54. Tax payments are usually on the late side.*YesNoMaybe55. Quality of service tends to collapse when I am away from the area for any extended period of time.*YesNoMaybe56. Our staff training system is an on-going affair.*YesNoMaybe57. We don't expect much return from our promotional campaigns.*YesNoMaybe58. I have one or more physical problems.*YesNoMaybe59. Most people don't want to work, and do so only because of economic necessity.*YesNoMaybe60. I'm looking for help to improve conditions.*YesNoMaybe61. My gross income has expanded for the last two years.*YesNoMaybe62. I have a reward system for employees who do more than their share.*YesNoMaybe63. We are losing business because of inadequate follow-up of existing patients.*YesNoMaybe64. I can lay my hands on all financial statements at short notice.*YesNoMaybe65. My staff takes pride in pleasing the patients.*YesNoMaybe66. I have sufficient staff in my practice who are cross-trained for other positions.*YesNoMaybe67. Attracting new patients is not an essential part of our income forecasting.*YesNoMaybe68. Others have influenced me in making decisions that I later regretted.*YesNoMaybe69. Expansion isn't always desirable.*YesNoMaybe70. There is something that I need to change or things will worsen.*YesNoMaybe71. There is an external factor which is a threat to the viability of my practice.*YesNoMaybe72. I sometimes wonder how productive some of my employees really are.*YesNoMaybe73. We have a complete database of past and present patients.*YesNoMaybe74. I would like to receive the financial reports more quickly.*YesNoMaybe75. I sometimes cringe and want to hide when my employees are speaking to patients.*YesNoMaybe76. We get along very nicely without any staff training.*YesNoMaybe77. Public Relations is an essential part of our marketing.*YesNoMaybe78. I sometimes experience periods of worry and depression.*YesNoMaybe79. Most problems between people can be resolved with communication.*YesNoMaybe80. Most things that claim to help people actually do more harm than good.*YesNoMaybe81. My practice is dependent on additional external funding (debt or equity) for continued survival.*YesNoMaybe82. I keep graphs of all the key statistics of my practice.*YesNoMaybe83. We have a very loyal and expanding patient base.*YesNoMaybe84. The fixed assets and supplies inventory is complete and up-to-date.*YesNoMaybe85. There is excellent coordination of finance, supplies, personnel logistics, etc. in my practice.*YesNoMaybe86. We apply the principle of quality control to our entire practice.*YesNoMaybe87. I keep separate records of new patients and repeat patients.*YesNoMaybe88. The rewards of operating my practice far outweigh the difficulties.*YesNoMaybe89. A good leader would not hesitate to sacrifice an individual for the good of the group.*YesNoMaybe90. There isn't anything someone else could tell me that would help me run my practice better.*YesNoMaybe91. My practice's cash position is better than it was a year ago.*YesNoMaybe92. Overall morale in my practice is very high.*YesNoMaybe93. A large number of patients have not been presented with full treatment plans.*YesNoMaybe94. I know where the money's going before it gets spent.*YesNoMaybe95. If we did a survey of our patients, at least 90% of them would say that they were satisfied with what we delivered.*YesNoMaybe96. I have a statistic which measures the effectiveness of our Quality Control.*YesNoMaybe97. We get new business from referrals from existing patients.*YesNoMaybe98. Someone or something else is responsible for the condition my practice is in.*YesNoMaybe99. A good executive would rather earn money than borrow it.*YesNoMaybe100. I continually look for ways to improve myself and my practice.*YesNoMaybe
