ExecTech Practice Management Analysis Questionnaire
Please answer the questions below and click "SUBMIT."
* = Required
*
Practice Owner Name
Your Name (if different)
Your Position
Practice Owner
Partner/Share Holder
Spouse
Office Manager
Associate
Staff Member
Other
Practice Name
Dr. Type
-- Dr. Type --
DDS
MD
DMD
OD
DO
DPM
PT
DVM
DC
CPA
Other
Specialty
Generalist
-----
Cosmetic Dentist
Endodontist
Oral Surgeon
Orthodontist
Pediatric Dentist
Periodontist
----
Allergist
Cardiologist
Cosmetics
Dermatologist
Ear Nose and Throat
Family Practitioner
Gastroenterologist
Gynecologist
Internist
Nephrologist
Neurologist
OB GYN
Oncologist
Ophthalmologist
Orthopaedic
Pain Management
Pediatrician
Plastic Surgeon
Podiatrist
Prosthodontist
Pulmonologist
Phlebologist
Psychiatrist
Psychologist
Radiologist
Rheumatologist
Surgeon
Urologist
Other
*
Office Phone Number
Mobile Phone Number
Best times/place to reach you
*
E-mail Address
Number of staff members
Number of associates
Years in practice
Average new patients per month
Average production per month
Legal Structure
Sole Proprietor
Partnership
Corporation
Other
*
ExecTech Office Nearest You
-- ExecTech Office --
San Francisco Bay Area
Greater Los Angeles Area
Colorado
Florida
Maryland
Comments
1. Do you work on your practice marketing each week?
Yes
Sometimes
No
2. Do your patients wait more than ten minutes for their care?
Yes
Sometimes
No
3. Do you take at least six weeks of vacation time each year?
Yes
No
4. Does the local economy have an impact on your practice?
Yes
Maybe
No
5. Is your team motivated and committed?
Yes
Somewhat
No
6. Do you take your practice so seriously that it is no longer enjoyable?
Yes
Sometimes
No
7. Do you complete your paperwork on time?
Yes
Sometimes
No
8. Is it difficult for you to ask patients or other professionals for referrals?
Yes
Sometimes
No
9. Do problems in your practice keep you up at night?
Yes
Sometimes
No
10. Are your staff members assigned individual statistics to track their productivity?
Yes
Some
No
11. Do you safely and smoothly dismiss the patients who cause you too much stress?
Yes
Sometimes
No
12. Do you have written goals for your practice?
Yes
Somewhat
No
13. When you meet strangers who need your services, do they usually become new patients?
Yes
Sometimes
No
14. Do you have mood swings when working?
Yes
Sometimes
No
15. Do employees take too long to follow your orders?
Yes
Sometimes
No
16. Do most of your patients follow your recommendations?
Yes
Sometimes
No
17. Do you find yourself solving problems that your staff should be solving?
Yes
Sometimes
No
18. Can you easily raise the number of new patients you see each week?
Yes
Somewhat
No
19. Are too many patients disappearing or falling through the cracks?
Yes
Maybe
No
20. Do you have a staff bonus system that motivates your team and increases your profit?
Yes
Somewhat
No
21. Are you happy with your career choice?
Yes
Sometimes
No
22. Do you truly dislike fee discussions with patients?
Yes
Sometimes
No
23. Do you walk on eggshells around certain types of staff members?
Yes
Sometimes
No
24. Are your rewards adequate for the work you do?
Yes
Sometimes
No
25. Do you have slow days that are difficult to change into busy days?
Yes
Sometimes
No
26. Do you ever wish you could make everything just stop?
Yes
Sometimes
No
27. Are you uncertain how productive your staff members should be?
Yes
Sometimes
No
28. Do you save enough money each year to reach your retirement goals?
Yes
Sometimes
No
29. Are you so nice that people take advantage of you?
Yes
Sometimes
No
30. Do your staff members make you furious at times?
Yes
Sometimes
No
31. Do you work long hours, but are still not getting ahead?
Yes
Sometimes
No
32. Does your staff collect at least 95% of the patient's cash portions?
Yes
Sometimes
No
33. Do you feel trapped by your practice?
Yes
Sometimes
No
34. Do you track the results of your marketing efforts?
Yes
Sometimes
No
35. Has your practice reached a plateau and is now stuck?
Yes
Sometimes
No
36. Do your staff members generate new patients on a regular basis?
Yes
Sometimes
No
37. Is it difficult for you to correct staff members?
Yes
Sometimes
No
38. Are you frustrated because you are not accomplishing more?
Yes
Sometimes
No
39. Do you or any of your staff members ever get out of the office to promote your practice?
Yes
Sometimes
No
40. Do you wonder if certain ex-patients left because of something you said or did?
Yes
Sometimes
No
41. Is it hard for you to find new staff members or associates who meet your qualifications?
Yes
Sometimes
No
42. Does the possibility of losing patients make you agree to lower fees?
Yes
Sometimes
No
43. Are you increasing your net worth each month?
Yes
No
44. Are there aspects of your practice with which you avoid dealing?
Yes
Sometimes
No
45. Do you have a system that prevents most missed appointments?
Yes
Somewhat
No
46. Do you settle for poor performance by staff members because it is difficult to replace them?
Yes
Sometimes
No
47. Has your practice been damaged by people you trusted?
Yes
Maybe
No
48. Do you wish your staff would show you a little more respect?
Yes
Sometimes
No
49. Are your patients more loyal to their health plans than to you?
Yes
Sometimes
No
50. Is your practice well-known and respected in your community?
Yes
Somewhat
No
51. Do you track your overhead costs?
Yes
Sometimes
No
52. Does your staff feel you are too soft with patient collections?
Yes
Sometimes
No
53. Can you handle disagreeable, unwilling or defiant employees?
Yes
Somewhat
No
54. Do you charge and collect higher fees than your colleagues?
Yes
Somewhat
No
55. Are most of your employees willing to accept more responsibility without more pay?
Yes
Sometimes
No
56. Do you evaluate the profit of each income source on a regular basis?
Yes
Sometimes
No
57. Are you on top of your legal matters, i.e., OSHA, HIPAA, malpractice and labor law?
Yes
Somewhat
No
58. Are you continuously accomplishing short- and long-term goals in your practice?
Yes
Somewhat
No
59. Is your office managing each plan to ensure you collect the maximum allowable fees?
Yes
Somewhat
No
60. Do you manage your time efficiently?
Yes
Sometimes
No