Practice Leadership, Burkhart Consulting

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Average total production per month
As a percentage, how much is collected per month? Divide amount collected by amount produced.	%
Average hygiene production per month (include hygiene exams, do not include products sold) Print Production by Provider Report.
Average New Patients per month (scheduled for NP appt, not emergencies) Print Frequency Report by Procedur Code. Count all D0150s for previous month
Number of active patients Print Frequency Report by Procedure Code for 18 month time frame, count all 1110, 1120, 4910, 4355, 4341, 4342 and divide by 3
Amount outstanding on Aging Report (current to 120 days) Print Accounts Receivable Aging Report
Staff overhead percentage All costs of having staff in the practice- benefits, payroll taxes and wages- divided by total income amount. Total income found on monthly Profit and Loss statement.	%
Practice production per active patient Gross production divided by the number of patients seen by the practice that month, using Demographic Report.
Average adjustments per month Print Annualized Adjustment Report, divide by 12.

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Please rate your perception of your practice's effectiveness in the areas listed below on the following scale:

0 = don't know/doesn't apply
1 = very poor
2 = poor
3 = could use some improvement
4 = doing well
5 = exceptional

	0	1	2	3	4	5
Leadership Vision, Mission Statement, clear expectations and accountability
Patient Experience Case presentation, telephone skills, patient education
Clinical Recare, case acceptance, perio program
Marketing Consistent marketing message, referral program, website, new patient materials, practice brochure, before and after photos
Business Management Fee analysis, accounts receivables, collections, overhead control, monitors
Communication Staff meetings, morning meetings, goal setting, clear personnel policies and procedures
Scheduling Missed appointments, filling openings, flow, treatment presented is scheduled, short notice cancellations
Financing Options presented, insurance benefits researched, co-pays collected at time of treatment