Practice Owner Freedom Roadmap
A view of the programs available and the business area each one handles.
The sequence can be tailored based on the clinic’s condition and goals.
2
Stability & Growth
⚙️ Management & Efficiency Structure, policies and workflow RESULT: The practice owner understands how to create and execute plans that forward important objectives and manage staff for increased productivity. Has gotten a full return on investment. 👥 Hiring & Retention Recruiting, onboarding and staff retention RESULT: Client has implemented an effective hiring process that brings in quality staff; valuable staff are both trained and retained. Staff can be readily added when needed.3
Expansion
🤝 Consistent Referrals Referral relationships and patient flow RESULT: Program is complete when the client has demonstrated the ability to generate and maintain referral relationships and has achieved a full return on their investment. 📣 Public Relations & Marketing Visibility, outreach and demand generation RESULT: Client can effectively execute public relations and marketing actions with an increase in new patients and full return on investment.4
Financial Freedom
💵 Effective Reimbursements Billing, collections and payer control RESULT: Client knows how to control income sources including full collection of both cash and insurance payments, and has received a complete return on their investment. 📈 Financial Control Profitability, expenses and forecasting RESULT: Client has the demonstrated ability to correctly manage expenses, finances and budgeting.5
Leadership
🛡️ Quality Control Standards, accountability and staff consistency RESULT: A trained QC who is able to create winning team members by training and correcting them, thus bringing about an organized, consistently efficient, productive and viable group. 🧠 Advanced Management Root-cause analysis and executive leadership RESULT: Executives who know how to spot and fully resolve (using the investigation technology) any situation in the clinic, resulting in increased statistics and clinic expansion.Additional Programs & Classes
These supporting programs and classes can be added where needed to strengthen communication, execution, hiring, front desk control, management basics and staff integrity.
💬
Improving Business Through Communication Class
This class improves someone's ability to guide and control communication in any business or professional situation.
Good communication is one of the most important skills in any practice. This class helps owners, executives, managers, and staff improve how they speak, listen, understand, and handle conversations.
✅
How to Get Things Done Class
Attendees learn practical tools for getting directions understood, accepted, and completed.
This class focuses on the ability to give direction and get follow-through. It helps executives and managers improve how they assign tasks, handle delays, get compliance, and reduce the need to constantly chase people.
📊
Ups and Downs Class
Learn what could get on the road of building a successful practice and how to handle it.
There is an exact reason why you or your staff make mistakes.
Learn what could get on the road of building a successful practice and how to handle it.
🧭
Personal Integrity Class
Discover the reason behind staff conflicts and the clinic feeling stuck.
There are exact reasons why we face constant opposition or fall short of our potential.
This course teaches exactly how to spot and unjam these destructive roadblocks.
🧑⚕️
Hiring a Clinician Program
Get the tools you need to attract, find and hire hard working therapists/clinicians.
This program gives clinic owners the tools to improve every step of the hiring process, from understanding hiring data and promoting open positions through the right channels, to interviewing effectively, closing strong candidates, and getting the needed clinician hired.
🏥
Opening a New Clinic Program
This program gives you the skills to develop long-term, professional relationships with referral sources.
RESULT: Practice owner possesses the ability to generate stable referral relationships and has achieved a complete return on investment.
☎️
Front Desk Efficiency Program
This program establishes exact front desk procedures resulting in improved arrival percentage and billable hours.
Teaches system of improving the management of the referrals that do not arrive, the cancels and no-shows and drop-outs in order to improve the capturing of lost income and improve retention.
📋
Basic Management Program
Learn the basics of management and organization and how to planfor future expasion of the clinic.
RESULT: An owner with a fully planned organization and future who knows how to do planning themselves from here on out and how to get this properly disseminated to their team.
Foundation: Objective Management Suite
Software platform supporting the full roadmap
Management Support
Performance Tracking
Implementation Guidance
Actionable Insights
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