Practice Observation & KPI Reporting Day
At Align My Practice, we recognize the power of a comprehensive evaluation to uncover your practice's strengths and areas for improvement. The
Practice Observation & KPI Reporting Day is not a traditional master class but an unparalleled opportunity for our team to immerse ourselves in your daily operations. By spending a full day in your practice, we’ll review over 200 key performance indicators, we conduct a full onsite assessment designed to identify actionable insights and drive meaningful change.
What to Expect
During this onsite day, we serve as a neutral observer, arriving before your team to witness your practice in action in all areas. Here’s what we assess:
- Morning and Administrative Operations: Observe start-of-day procedures, team huddles, and administrative workflows, systems and scripting to identify efficiencies and potential enhancements.
- New Patient Experience: Evaluate the processes that turn shoppers into buyers, ensuring conversion percentages exceed industry standards.
- Clinical Systems: Review clinical workflows and protocols to maximize schedule efficiency and ensure seamless patient care.
- Financial and Insurance Systems: Examine billing, collections, and insurance strategies to maintain delinquent accounts below industry benchmarks and maximize profitability.
- Team Culture and HR: Analyze team dynamics, culture, and HR processes to foster a positive and accountable environment.
- Marketing Efforts: Review marketing systems to ensure alignment with your target audience and effective multi-channel engagement.
- Standard Operating Procedures (SOPs): Assess overall practice SOPs for effectiveness, efficiency, and reduced stress.
- Financial Health & KPIs: Dive deep into business statistics to uncover opportunities for reducing overhead expenses and improving profitability.
Tailored Reporting and Recommendations
At the end of the observation, we provide the doctor with a detailed report including:
- Prioritized action items for immediate and long-term improvements.
- Recommended training sessions to address identified needs.
- Strategic suggestions to capitalize on strengths and optimize underperforming areas.
This foundational day is ideal as the starting point for deeper collaboration with Align My Practice. Many clients opt for a
3-5 day onsite integration where this observation day sets the stage for custom-tailored training and coaching sessions for your team.
Why Onsite Matters
This course is
exclusively offered onsite, as it requires in-person observation to truly understand the nuances of your practice. Being present allows us to provide the most accurate and actionable insights, ensuring our recommendations are grounded in real-time observations of your team's processes and dynamics.