Free Practice Efficiency Assessment

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*
Address
City
Province*
Cell Phone
Office Phone*
Email*
1. I am achieving my financial goals for my practice.*
- Yes
- No
- Maybe
2. I have very good success at finding and hiring capable employees.*
- Yes
- No
- Maybe
3. Little competition exists in our market.*
- Yes
- No
- Maybe
4. I give my accounts receivable/collection staff a rating of 8 out of 10 or better.*
- Yes
- No
- Maybe
5. In terms of what we deliver to our patients, we are technically the best.*
- Yes
- No
- Maybe
6. I have a regular check on the quality of my product/service.*
- Yes
- No
- Maybe
7. We use surveys when going after new patients.*
- Yes
- No
- Maybe
8. I often feel guilty about not spending more time with my family.*
- Yes
- No
- Maybe
9. Owners and managers should give unexpected bonuses to keep employees on their toes instead of having a routine system of bonuses.*
- Yes
- No
- Maybe
10. I believe that people can be helped.*
- Yes
- No
- Maybe
11. There has been a downtrend in our profitability over the past 12 months.*
- Yes
- No
- Maybe
12. Employees often don't understand how their jobs affect others in the practice.*
- Yes
- No
- Maybe
13. The on-going needs of our patients are well-defined and used for increasing the amount of care provided to them.*
- Yes
- No
- Maybe
14. Patients often complain about errors in their accounts.*
- Yes
- No
- Maybe
15. What we deliver to our patients is normally on time and better than they expected.*
- Yes
- No
- Maybe
16. I use patient complaints as a means to improve the practice.*
- Yes
- No
- Maybe
17. We keep a record of new patients and know how effective our promotion is.*
- Yes
- No
- Maybe
18. There are influences outside my practice that demand my attention right now.*
- Yes
- No
- Maybe
19. It is only natural for employees and management to be mistrustful of each other.*
- Yes
- No
- Maybe
20. There is something missing in my life.*
- Yes
- No
- Maybe
21. We have cash flow problems that need to be resolved.*
- Yes
- No
- Maybe
22. Newly hired employees in my practice are quickly trained and soon functioning well at their jobs.*
- Yes
- No
- Maybe
23. Our recall/reminder system is effective and produces lots of repeat business.*
- Yes
- No
- Maybe
24. I am kept waiting for up-to-date figures on Accounts Receivable.*
- Yes
- No
- Maybe
25. If I had better equipment, I could produce a better product/service for my patients.*
- Yes
- No
- Maybe
26. My staff know they're good and I don't need to praise them.*
- Yes
- No
- Maybe
27. We have effective and proven programs for generating new patients.*
- Yes
- No
- Maybe
28. There is quite a bit of stress in my life.*
- Yes
- No
- Maybe
29. Trying to define and measure the results produced by each employee would be a waste of time.*
- Yes
- No
- Maybe
30. There are other things that I think I should be doing with my life.*
- Yes
- No
- Maybe
31. My practice has been involved in disciplinary matters with my licensing board within the past two years.*
- Yes
- No
- Maybe
32. I often find myself solving problems that others (managers or employees) should handle.*
- Yes
- No
- Maybe
33. We do not have a regular communication (newsletter, etc.) going out to all our patients.*
- Yes
- No
- Maybe
34. My practice has an excellent credit rating.*
- Yes
- No
- Maybe
35. My patients frequently complain about how long they wait to get an appointment.*
- Yes
- No
- Maybe
36. I do not need correction systems for my staff or my service.*
- Yes
- No
- Maybe
37. Our practice is getting positive exposure from newspaper articles, free publicity, etc.*
- Yes
- No
- Maybe
38. I'm concerned about my health at times.*
- Yes
- No
- Maybe
39. Teamwork inhibits creativity.*
- Yes
- No
- Maybe
40. There are some problems in my practice for which I have no solutions.*
- Yes
- No
- Maybe
41. The amount of debt that my practice is carrying is a problem or a potential problem.*
- Yes
- No
- Maybe
42. I could get more work done each day if I had fewer interruptions.*
- Yes
- No
- Maybe
43. We do special promotions which are available to our existing patients.*
- Yes
- No
- Maybe
44. Payroll is always done on time.*
- Yes
- No
- Maybe
45. I haven't yet trained anyone to manage and care for the production/service areas as well as I do it myself.*
- Yes
- No
- Maybe
46. We keep and use a staff suggestion box (or a similar system).*
- Yes
- No
- Maybe
47. I have at least one employee whose job it is to attract new patients.*
- Yes
- No
- Maybe
48. There are too many accidents/mistakes in my life.*
- Yes
- No
- Maybe
49. A good policy in business would be to cut every corner possible in order to increase profit margins.*
- Yes
- No
- Maybe
50. I intend to find a way to be more effective.*
- Yes
- No
- Maybe
51. The long term profitability of my practice is in an uptrend.*
- Yes
- No
- Maybe
52. Communication within my practice flows smoothly and quickly to the right person with no misunderstandings.*
- Yes
- No
- Maybe
53. Our average amount of service per patient is increasing.*
- Yes
- No
- Maybe
54. Tax payments are usually on the late side.*
- Yes
- No
- Maybe
55. Quality of service tends to collapse when I am away from the area for any extended period of time.*
- Yes
- No
- Maybe
56. Our staff training system is an on-going affair.*
- Yes
- No
- Maybe
57. We don't expect much return from our promotional campaigns.*
- Yes
- No
- Maybe
58. I have one or more physical problems.*
- Yes
- No
- Maybe
59. Most people don't want to work, and do so only because of economic necessity.*
- Yes
- No
- Maybe
60. I'm looking for help to improve conditions.*
- Yes
- No
- Maybe
61. My gross income has expanded for the last two years.*
- Yes
- No
- Maybe
62. I have a reward system for employees who do more than their share.*
- Yes
- No
- Maybe
63. We are losing business because of inadequate follow-up of existing patients.*
- Yes
- No
- Maybe
64. I can lay my hands on all financial statements at short notice.*
- Yes
- No
- Maybe
65. My staff takes pride in pleasing the patients.*
- Yes
- No
- Maybe
66. I have sufficient staff in my practice who are cross-trained for other positions.*
- Yes
- No
- Maybe
67. Attracting new patients is not an essential part of our income forecasting.*
- Yes
- No
- Maybe
68. Others have influenced me in making decisions that I later regretted.*
- Yes
- No
- Maybe
69. Expansion isn't always desirable.*
- Yes
- No
- Maybe
70. There is something that I need to change or things will worsen.*
- Yes
- No
- Maybe
71. There is an external factor which is a threat to the viability of my practice.*
- Yes
- No
- Maybe
72. I sometimes wonder how productive some of my employees really are.*
- Yes
- No
- Maybe
73. We have a complete database of past and present patients.*
- Yes
- No
- Maybe
74. I would like to receive the financial reports more quickly.*
- Yes
- No
- Maybe
75. I sometimes cringe and want to hide when my employees are speaking to patients.*
- Yes
- No
- Maybe
76. We get along very nicely without any staff training.*
- Yes
- No
- Maybe
77. Public Relations is an essential part of our marketing.*
- Yes
- No
- Maybe
78. I sometimes experience periods of worry and depression.*
- Yes
- No
- Maybe
79. Most problems between people can be resolved with communication.*
- Yes
- No
- Maybe
80. Most things that claim to help people actually do more harm than good.*
- Yes
- No
- Maybe
81. My practice is dependent on additional external funding (debt or equity) for continued survival.*
- Yes
- No
- Maybe
82. I keep graphs of all the key statistics of my practice.*
- Yes
- No
- Maybe
83. We have a very loyal and expanding patient base.*
- Yes
- No
- Maybe
84. The fixed assets and supplies inventory is complete and up-to-date.*
- Yes
- No
- Maybe
85. There is excellent coordination of finance, supplies, personnel logistics, etc. in my practice.*
- Yes
- No
- Maybe
86. We apply the principle of quality control to our entire practice.*
- Yes
- No
- Maybe
87. I keep separate records of new patients and repeat patients.*
- Yes
- No
- Maybe
88. The rewards of operating my practice far outweigh the difficulties.*
- Yes
- No
- Maybe
89. A good leader would not hesitate to sacrifice an individual for the good of the group.*
- Yes
- No
- Maybe
90. There isn't anything someone else could tell me that would help me run my practice better.*
- Yes
- No
- Maybe
91. My practice's cash position is better than it was a year ago.*
- Yes
- No
- Maybe
92. Overall morale in my practice is very high.*
- Yes
- No
- Maybe
93. A large number of patients have not been presented with full treatment plans.*
- Yes
- No
- Maybe
94. I know where the money's going before it gets spent.*
- Yes
- No
- Maybe
95. If we did a survey of our patients, at least 90% of them would say that they were satisfied with what we delivered.*
- Yes
- No
- Maybe
96. I have a statistic which measures the effectiveness of our Quality Control.*
- Yes
- No
- Maybe
97. We get new business from referrals from existing patients.*
- Yes
- No
- Maybe
98. Someone or something else is responsible for the condition my practice is in.*
- Yes
- No
- Maybe
99. A good executive would rather earn money than borrow it.*
- Yes
- No
- Maybe
100. I continually look for ways to improve myself and my practice.*
- Yes
- No
- Maybe

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