Take 2 minutes to identify where your practice may be losing time, clarity, and revenue.
Click the button below to start.
Question 1 of 7
🔹 1. Systems & Operations
Do you have clearly documented systems for your front desk and clinical workflows?
Yes, everything is documented and followed
Some systems exist, but not consistently used
No, most processes live in team members’ heads
Question 2 of 7
Does your team consistently follow systems without needing constant reminders
Yes, systems are followed consistently
Sometimes, but it depends on the team member
No, there is a lack of consistency
Question 3 of 7
Do you have a defined process from first call to treatment acceptance?
Yes, it’s structured and consistent
Somewhat, but it varies
No clear process
Question 4 of 7
Do patients clearly understand their treatment and move forward confidently?
Yes, we have strong case acceptance
It’s inconsistent
We struggle with treatment conversions
Question 5 of 7
Do you fully understand your merchant fees and payment structure?
Yes, everything is clear and optimized
Somewhat, but I have questions
No, I’m unsure what I’m paying
Question 6 of 7
Do you feel confident your practice is collecting everything it should?
Yes, systems are strong
Some gaps exist
No, we are likely losing revenue
Question 7 of 7
Do new hires get trained through structured systems (not just shadowing)?
Yes, we have a structured onboarding process
Somewhat structured
No formal training system