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HOME
ABOUT US
- OUR TEAM
- JANICE WHEELER
SERVICES
TESTIMONIALS
ARTICLES
VIDEOS/PODCASTS
- VIDEOS
- PODCASTS
CAREER OPPORTUNITIES
CONTACT

Practice Health checkup

Practice Health Checkup

Simply read the questions below, fill in your answers and click “SUBMIT”.
Our senior Practice Analyst will get back to you to evaluate the results of the assessment.
All aspects of your productivity and profitability will be analyzed,
and we will discuss how you can better organize and expand your practice,
increase your net income and give you the lifestyle you want.

Please answer the following questions.

For each question, answer Yes or mostly Yes, No or mostly No, or maybe for uncertain.

First Name *

Last Name *

Your Profession *

Email Address *

Work Phone *

Cell Phone *

Address

1. I am achieving my financial goals for my practice. *Yes/Mostly YesNo/Mostly NoMaybe

2. I have very good success at finding and hiring capable employees. *Yes/Mostly YesNo/Mostly NoMaybe

3. Little competition exists in our market. *Yes/Mostly YesNo/Mostly NoMaybe

4. I give my accounts receivable/collection staff a rating of 8 out of 10 or better. *Yes/Mostly YesNo/Mostly NoMaybe

5. In terms of what we deliver to our patients, we are technically the best. *Yes/Mostly YesNo/Mostly NoMaybe

6. I have a regular check on the quality of my product/service. *Yes/Mostly YesNo/Mostly NoMaybe

7. We use surveys when going after new patients. *Yes/Mostly YesNo/Mostly NoMaybe

8. I often feel guilty about not spending more time with my family. *Yes/Mostly YesNo/Mostly NoMaybe

9. Owners and managers should give unexpected bonuses to keep employees on their toes instead of having a routine system of bonuses. *Yes/Mostly YesNo/Mostly NoMaybe

10. I believe that people can be helped. *Yes/Mostly YesNo/Mostly NoMaybe

11. There has been a downtrend in our profitability over the past 12 months. *Yes/Mostly YesNo/Mostly NoMaybe

12. Employees often don't understand how their jobs affect others in the practice. *Yes/Mostly YesNo/Mostly NoMaybe

13. The on-going needs of our patients are well-defined and used for increasing the amount of care provided to them. *Yes/Mostly YesNo/Mostly NoMaybe

14. Patients often complain about errors in their accounts. *Yes/Mostly YesNo/Mostly NoMaybe

15. What we deliver to our patients is normally on time and better than they expected. *Yes/Mostly YesNo/Mostly NoMaybe

16. I use patient complaints as a means to improve the practice. *Yes/Mostly YesNo/Mostly NoMaybe

17. We keep a record of new patients and know how effective our promotion is. *Yes/Mostly YesNo/Mostly NoMaybe

18. There are influences outside my practice that demand my attention right now. *Yes/Mostly YesNo/Mostly NoMaybe

19. It is only natural for employees and management to be mistrustful of each other. *Yes/Mostly YesNo/Mostly NoMaybe

20. There is something missing in my life. *Yes/Mostly YesNo/Mostly NoMaybe

21. We have cash flow problems that need to be resolved. *Yes/Mostly YesNo/Mostly NoMaybe

22. Newly hired employees in my practice are quickly trained and soon functioning well at their jobs. *Yes/Mostly YesNo/Mostly NoMaybe

23. Our recall/reminder system is effective and produces lots of repeat business. *Yes/Mostly YesNo/Mostly NoMaybe

24. I am kept waiting for up-to-date figures on Accounts Receivable. *Yes/Mostly YesNo/Mostly NoMaybe

25. If I had better equipment, I could produce a better product/service for my patients. *Yes/Mostly YesNo/Mostly NoMaybe

26. My staff know they're good and I don't need to praise them. *Yes/Mostly YesNo/Mostly NoMaybe

27. We have effective and proven programs for generating new patients. *Yes/Mostly YesNo/Mostly NoMaybe

28. There is quite a bit of stress in my life. *Yes/Mostly YesNo/Mostly NoMaybe

29. Trying to define and measure the results produced by each employee would be a waste of time. *Yes/Mostly YesNo/Mostly noMaybe

30. There are other things that I think I should be doing with my life. *Yes/Mostly YesNo/Mostly NoMaybe

31. My practice has been involved in disciplinary matters with my licensing board within the past two years. *Yes/Mostly YesNo/Mostly NoMaybe

32. I often find myself solving problems that others (managers or employees) should handle. *Yes/Mostly YesNo/Mostly NoMaybe

33. We do not have a regular communication (newsletter, etc.) going out to all our patients. *Yes/Mostly YesNo/Mostly NoMaybe

34. My practice has an excellent credit rating. *Yes/Mostly YesNo/Mostly NoMaybe

35. My patients frequently complain about how long they wait to get an appointment. *Yes/Mostly YesNo/Mostly NoMaybe

36. I do not need correction systems for my staff or my service. *Yes/Mostly YesNo/Mostly NoMaybe

37. Our practice is getting positive exposure from newspaper articles, free publicity, etc. *Yes/Mostly YesNo/Mostly NoMaybe

38. I'm concerned about my health at times. *Yes/Mostly YesNo/Mostly NoMaybe

39. Teamwork inhibits creativity. *Yes/Mostly YesNo/Mostly NoMaybe

40. There are some problems in my practice for which I have no solutions. *Yes/Mostly YesNo/Mostly NoMaybe

41. The amount of debt that my practice is carrying is a problem or a potential problem. *Yes/Mostly YesNo/Mostly NoMaybe

42. I could get more work done each day if I had fewer interruptions. *Yes/Mostly YesNo/Mostly NoMaybe

43. We do special promotions which are available to our existing patients. *Yes/Mostly YesNo/Mostly NoMaybe

44. Payroll is always done on time. *Yes/Mostly YesNo/Mostly NoMaybe

45. I haven't yet trained anyone to manage and care for the production/service areas as well as I do it myself. *Yes/Mostly YesNo/Mostly NoMaybe

46. We keep and use a staff suggestion box (or a similar system). *Yes/Mostly YesNo/Mostly NoMaybe

47. I have at least one employee whose job it is to attract new patients. *Yes/Mostly YesNo/Mostly NoMaybe

48. There are too many accidents/mistakes in my life. *Yes/Mostly YesNo/Mostly NoMaybe

49. A good policy in business would be to cut every corner possible in order to increase profit margins. *Yes/Mostly YesNo/Mostly NoMaybe

50. I intend to find a way to be more effective. *Yes/Mostly YesNo/Mostly NoMaybe

51. The long term profitability of my practice is in an uptrend. *Yes/Mostly YesNo/Mostly NoMaybe

52. Communication within my practice flows smoothly and quickly to the right person with no misunderstandings. *Yes/Mostly YesNo/Mostly NoMaybe

53. Our average amount of service per patient is increasing. *Yes/Mostly YesNo/Mostly NoMaybe

54. Tax payments are usually on the late side. *Yes/Mostly YesNo/Mostly NoMaybe

55. Quality of service tends to collapse when I am away from the area for any extended period of time. *Yes/Mostly YesNo/Mostly NoMaybe

56. Our staff training system is an on-going affair. *Yes/Mostly YesNo/Mostly NoMaybe

57. We don't expect much return from our promotional campaigns. *Yes/Mostly YesNo/Mostly NoMaybe

58. I have one or more physical problems. *Yes/Mostly YesNo/Mostly NoMaybe

59. Most people don't want to work, and do so only because of economic necessity. *Yes/Mostly YesNo/Mostly NoMaybe

60. I'm looking for help to improve conditions. *Yes/Mostly YesNo/Mostly NoMaybe

61. My gross income has expanded for the last two years. *Yes/Mostly YesNo/Mostly NoMaybe

62. I have a reward system for employees who do more than their share. *Yes/Mostly YesNo/Mostly NoMaybe

63. We are losing business because of inadequate follow-up of existing patients. *Yes/Mostly YesNo/Mostly NoMaybe

64. I can lay my hands on all financial statements at short notice. *Yes/Mostly YesNo/Mostly NoMaybe

65. My staff takes pride in pleasing the patients. *Yes/Mostly YesNo/Mostly NoMaybe

66. I have sufficient staff in my practice who are cross-trained for other positions. *Yes/Mostly YesNo/Mostly NoMaybe

67. Attracting new patients is not an essential part of our income forecasting. *Yes/Mostly YesNo/Mostly NoMaybe

68. Others have influenced me in making decisions that I later regretted. *Yes/Mostly YesNo/Mostly NoMaybe

69. Expansion isn't always desirable. *Yes/Mostly YesNo/Mostly NoMaybe

70. There is something that I need to change or things will worsen. *Yes/Mostly YesNo/Mostly NoMaybe

71. There is an external factor which is a threat to the viability of my practice. *Yes/Mostly YesNo/Mostly NoMaybe

72. I sometimes wonder how productive some of my employees really are. *Yes/Mostly YesNo/Mostly NoMaybe

73. We have a complete database of past and present patients. *Yes/Mostly YesNo/Mostly NoMaybe

74. I would like to receive the financial reports more quickly. *Yes/Mostly YesNo/Mostly NoMaybe

75. I sometimes cringe and want to hide when my employees are speaking to patients. *Yes/Mostly YesNo/Mostly NoMaybe

76. We get along very nicely without any staff training. *Yes/Mostly YesNo/Mostly NoMaybe

77. Public Relations is an essential part of our marketing. *Yes/Mostly YesNo/Mostly NoMaybe

78. I sometimes experience periods of worry and depression. *Yes/Mostly YesNo/Mostly NoMaybe

79. Most problems between people can be resolved with communication. *Yes/Mostly YesNo/Mostly NoMaybe

80. Most things that claim to help people actually do more harm than good. *Yes/Mostly YesNo/Mostly NoMaybe

81. My practice is dependent on additional external funding (debt or equity) for continued survival. *Yes/Mostly YesNo/Mostly NoMaybe

82. I keep graphs of all the key statistics of my practice. *Yes/Mostly YesNo/Mostly NoMaybe

83. We have a very loyal and expanding patient base. *Yes/Mostly YesNo/Mostly NoMaybe

84. The fixed assets and supplies inventory is complete and up-to-date. *Yes/Mostly YesNo/Mostly NoMaybe

85. There is excellent coordination of finance, supplies, personnel logistics, etc. in my practice. *Yes/Mostly YesNo/Mostly NoMaybe

86. We apply the principle of quality control to our entire practice. *Yes/Mostly YesNo/Mostly NoMaybe

87. I keep separate records of new patients and repeat patients. *Yes/Mostly YesNo/Mostly NoMaybe

88. The rewards of operating my practice far outweigh the difficulties. *Yes/Mostly YesNo/Mostly NoMaybe

89. A good leader would not hesitate to sacrifice an individual for the good of the group. *Yes/Mostly YesNo/Mostly NoMaybe

90. There isn't anything someone else could tell me that would help me run my practice better. *Yes/Mostly YesNo/Mostly NoMaybe

91. My practice's cash position is better than it was a year ago. *Yes/Mostly YesNo/Mostly NoMaybe

92. Overall morale in my practice is very high. *Yes/Mostly YesNo/Mostly NoMaybe

93. A large number of patients have not been presented with full treatment plans. *Yes/Mostly YesNo/Mostly NoMaybe

94. I know where the money's going before it gets spent. *Yes/Mostly YesNo/Mostly NoMaybe

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/Mostly YesNo/Mostly NoMaybe

96. I have a statistic which measures the effectiveness of our Quality Control. *Yes/Mostly YesNo/Mostly NoMaybe

97. We get new business from referrals from existing patients. *Yes/Mostly YesNo/Mostly NoMaybe

98. Someone or something else is responsible for the condition my practice is in. *Yes/Mostly YesNo/Mostly NoMaybe

99. A good executive would rather earn money than borrow it. *Yes/Mostly YesNo/Mostly NoMaybe

100. I continually look for ways to improve myself and my practice. *Yes/Mostly YesNo/Mostly NoMaybe

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ADDRESS
5401 Eglinton Ave W Suite 215,
Toronto, ON M9C 5K6

PHONE
Work: (416) 466-6217
Fax: (416) 466-6287

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