Help Me Understand Your Dental Practice

Practice Information

Name (First and Last) *

Name of your practice *

Address

City, State and Zip Code *

Cell phone number *

Personal email *

Website URL

How did you hear about Heidi Mount?

Year of dental school graduation

Have you ever been an associate?

What year did you buy your practice?

Has your practice grown since last year?

What experience do you have with any previous business coaching, consulting, seminars, or guidance? (Describe)

Did you get results from previous training?

Are you reaching your goals? (If not, what are the obstacles or challenges)

What type of dentistry do you LOVE to do? List what you do outside of general dentistry (Invisible braces, placing implants, sedation dentistry, laser, wisdom teeth extractions, etc.)

How many employees do you have? (List out positions and PT/FT)

Do you have any associates?

How soon can a new patient get in to see you?

How many operatories/dental treatment rooms do you have?

Are all of the operatories set up and available to use?

Do you have ANY open time or unbooked hours in the next 3 weeks of your schedule? (Be sure to notice if appointments are overbooked/dragged down longer than you need.)

Any additional comments to tell me

Do you have short notice cancellations or no shows?

What is your case acceptance rate?

Do you look forward to going to work? (If not, why?)

Do you have team meetings? (If so, what type and how often?)

Do you have low office morale? (If yes, why do you think it is low?)

Have you had employee turnover in the past 2 years?

How many new patients do you gain each month? (Average net)

What percent is your overhead? (Overall and payroll)

How far out is your schedule booked? (Doctor and hygiene)

If you were to list your top 3 challenges, what would they be?

Do you have a retirement plan/goals? Are you on track to meet them?

What days/hours is your practice open?

During office hours, how many hours does a live person not answer the phone?

Do you have a mission, vision, and core values for your practice?

Do you know your "Brand" for the practice? If so, what is it?

Do you have a visible office sign?

Are you in a stand-alone building?

What type of businesses are within 5 miles of your practice?

What are your marketing efforts?

What marketing has worked well or not worked well for you?

Are you using any social media or have an online presence?

What is the average number of broken/no-show appointments each week in hygiene?

What is the average number of broken/no-show appointments each week in doctor's chair?

What is the last 12 months average monthly production?

What is your average collections for the last three months?

How much is A/R for 30 days? 60 days? 90 days+?

How many dollars are there in outstanding insurance claims?

What is the collection verses production percent?

What percentage of production is done by the hygienist? (Not including exams)

How many dental assistants, front desk and hygienist do you have?

What do your employees do well?

What amenities do you offer your patients?

How many calls per week go out to schedule past-due recare and incomplete treatment?

Do you use software that emails/texts patients? If so, through which company?

Do you send email campaigns and/or newsletters to your patients? (If so, how often?)

Do you use a virtual insurance billing company or outsource any jobs? If so, through which company?

What dental software are you using?

Dentrix
Eaglesoft
Open Dental
Other

If your previous answer was "other" please enter which software your office utilizes.

Are you currently using a dental consultant/business coach? Would you mind telling me little bit about your experience?

Help Me Understand Your Dental Practice

Check Out Heidi’s Podcast Appearances

Heidi Mount on Her Coaching

Heidi’s Core Values:

Coach | Dental Consultant | Expert

Read What Dentists and Their Teams Are Saying

Read Heidi’s Blog

Giving Your Employees A Holiday Bonus From Coach Heidi Mount

How To Drop PPO’s And Keep Your Patients? See What Coach Heidi Mount Shares

How To Know If You Need A Dental Coach Now

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