Consulting Program

 

 

 

 

 

 

 

 
 

An introductory (12 month) consultation program is offered which includes a comprehensive
analysis, a targeted training day to meet the practice's most pressing needs, support through
monthly coaching, and four follow-up training days. The Phase I program was created to assist
Doctors with the development of a patient-centered practice supported by their attitudes and
beliefs and provides them with the professional and personal lifestyle which they desire and
deserve.

Day One:

Step 1: Research (prior to the visit) (20 hours approximate)

• Doctor surveys (confidential questionnaire)
• Staff surveys (confidential questionnaire)
• Patient surveys (confidential questionnaire)
• Composite patient profile

Step 2: Data Collection (patients are seen as scheduled)

• Consultant observation (4-8 hours in office)
• Practice statistics collection (management and marketing)
• Chart audit
• Treatment acceptance monitoring
• Staff interviews
• Staff evaluation
• Doctor interview
• Facility utilization evaluation
• Systems analysis
• Financial status evaluation (profit and loss analysis)
• Economic model development
• Fee Analysis

Step 3: Analysis and Work-up

• Analysis and research data is utilized by consulting team to plan results-oriented strategy for
accomplishment of practice goals.

Step 4: Consultation (2-3 hours)

• Analysis findings and plan presented and discussed with Doctor prior to training.

Day Two:

PRESENTATION AND TRAINING (5-7 hours)

• A training day is presented with the entire staff and Doctor. Results of this
training session are that the entire team will realize and choose the Doctor's
"vision" and plan for the future. (6-8 hours in
office, no patients are seen for the day).

• Training focuses on the concerns the practice analysis revealed as the most
immediate practice needs.

CONSECUTIVE 12 MONTHS: (following in-office consultation)

• Written report to follow within 2-4 weeks of training.

• Practice Vital Signs statistics to be faxed or mailed to consultant by the 5th of each
month for telephone consultation and support.

• Coaching support for action plan implementation is available to entire team and Doctor
as needed. Minimum of 12 scheduled appointments with the Doctor (1 per month) are
required.

Quarterly: (Scheduled in the 12 months following initial analysis consultation and training day)

FOLLOW-UP RE-EVALUATION AND TRAINING (6-8 hours)

•Four (4) follow-up reevaluation and training days are presented with the entire
staff and Doctor on four individual visits to your office. The purpose of each
training session is to review the progress in relation to the implementation of the
action plan created at the initial training session. These additional meetings are
also an opportunity to evaluate the accomplishment of goals for the practice.
(6-8 hours in office, no patients are seen for the day).

 

 

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