Key Focus Areas:
Insurance Participation Review: Analyze current insurance plans and associated write-off percentages.
Revenue Breakdown: Calculate the percentage of total revenue generated by each plan.
Plan Prioritization: Identify which insurance plans to eliminate first based on profitability and patient base.
Risk Assessment: Evaluate the potential impact of dropping each plan, including patient retention and revenue shifts.
Key Focus Areas:
New Patient Scripting: Create compelling, transparent messaging for prospective patients.
Front Desk Phone Training: Equip front office staff with scripts and strategies to communicate changes effectively.
Patient Retention Messaging: Train the team on how to explain the transition to existing patients with empathy and clarity.
Doctor Case Presentation: Strengthen treatment planning and presentation skills to support increased case acceptance without insurance dependency.
Key Focus Areas:
Confirmation Systems: Streamline appointment reminders and confirmations.
Cancellation & No-Show Policy: Create, implement and enforce a structured policy to reduce lost time.
Financial Systems:
Introduce the Financial Waterfall to guide financial conversations.
Ensure payments are collected upfront or prior to seating patients.
Require credit card on file for booking new patients to reduce no-shows.
Offer flexible payment options through third-party financing.
Develop an in-house Membership Plan to enhance affordability and retention.
Key Focus Areas:
Performance Tracking: Monitor key metrics and KPIs to measure success and guide decision-making.
Structured Meetings: Implement a consistent meeting rhythm as needed
Team Accountability: Establish clear roles, expectations, and performance standards.
Hiring & Team Building: Create a hiring process that identifies aligned, growth-minded team members and supports long-term success.