Practice Management Survey
Please fill out the following Practice Management Survey: The purpose of this survey is to understand your needs, likes and interests to develop a turn-key office and will help us streamline the process for setting up your dream practice.
Company Name
Contact Name
Your name is required.
Phone
Mobile Phone
Email
E-mail Address is Invalid
The Quality
I have a plan in place for selling my practice.
Yes
No
Answer Required
I enjoy being the owner of my practice.
Yes
No
Answer Required
I enjoy being the manager of my practice.
Yes
No
Answer Required
I enjoy being the doctor of my practice.
Yes
No
Answer Required
I feel like I don’t have enough time to accomplish what is most important at my practice.
Yes
No
Answer Required
I feel I miss more family time than I should.
Yes
No
Answer Required
The Bliss
Do you have a mission statement?
Yes
No
Answer Required
Do you know the philosophy of how you want to conduct business?
Yes
No
Answer Required
Do you have an operations manual and an employee manual?
Yes
No
Answer Required
Do you have a training program for employees?
Yes
No
Answer Required
How much time do you spend each week creating long-term strategy for your practice?
Select
0-1
1-3
3+
Answer Required
How much time do you spend each week coaching and managing your employees?
Select
0-1
1-3
3+
Answer Required
My staff knows our mission and enjoys working for my practice.
Yes
No
Answer Required
My staff knows what is expected of them at work.
Yes
No
Answer Required
My staff has the materials and equipment to do their job properly.
Yes
No
Answer Required
Instead of focusing on the growth of the practice, I find myself spending too much time on Staffing and HR.
Yes
No
Answer Required
Are you confident in your staff hiring processes?
Yes
No
Answer Required
I know my office is running smoothly even when I am not there.
Yes
No
Answer Required
My staff works well together, and solves most problems in the office without my assistance.
Yes
No
Answer Required
Delegation concerns me.
Yes
No
Answer Required
Our accounts receivable are low.
Yes
No
Answer Required
Do billing and accounts receivable concern you?
Yes
No
Answer Required
I have a yearly/monthly budget?
Yes
No
Answer Required
The Growth
Are you happy with your existing website?
Yes
No
Answer Required
Do you have an effective recall system?
Yes
No
Answer Required
Do you know how to market your practice?
Yes
No
Answer Required
I plan my marketing yearly, and currently use a marketing calendar.
Yes
No
Answer Required
Do you have a referral/loyalty program?
Yes
No
Answer Required
Do you believe it is successful?
Yes
No
Answer Required
The public knows our specialties and the services we provide.
Select
Yes
No
Don't Know
Answer Required
I believe too many prescriptions walk out of my office.
Yes
No
Answer Required
The Fortune
Do you know what benchmarks to follow?
Yes
No
Answer Required
Do you conduct a monthly staff meeting?
Yes
No
Answer Required
Do you ensure your vision/operations are being followed by your staff?
Yes
No
Answer Required
What is your average revenue per exam?
Yes
No
Answer Required
What is your revenue per optical sale?
Yes
No
Answer Required
I have daily, monthly, quarterly or yearly goals for production.
Yes
No
Answer Required
I have established metrics for tracking my COGS.
Yes
No
Answer Required
I am concerned about our cash flow.
Yes
No
Answer Required
My yearly budget clearly defines expenditures throughout our calendar year.
Yes
No
Answer Required
My staff pay percent is within industry norms.
Yes
No
Answer Required
My take-home pay has increased year to year.
Yes
No
Answer Required
I’m concerned about rising expenses in the office.
Yes
No
Answer Required
Additional Notes/Information
Once you are complete click the Submit button.
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