| 1. |
Are your hours listed on your door, or your appointment card, or your 'Welcome to Clinic' letter, etc? |
YES
NO
|
| |
|
|
| 2. |
Have you formally assessed and reviewed your clinic furnishings, ambience, policies and procedures in the past year? |
YES
NO
|
| |
|
|
| 3. |
Do you have more than one phone line for incoming calls? |
YES
NO
|
| |
|
Do you have 'message' or 'music' on hold? |
YES
NO
|
| |
|
Do you use a chiropractic-specific message on hold? |
YES
NO
|
| |
|
|
| 4. |
Do you use an answering machine or answering service? |
YES
NO
|
| |
|
Is your phone attended out of office hours? |
YES
NO
|
| |
|
|
| 5. |
Do you record your practice statistics daily? |
YES
NO
|
| |
|
Including Accounts Receivable Total? |
YES
NO
|
| |
|
Including 'no charge' total? |
YES
NO
|
| |
|
|
| 6. |
In your appointment book: |
|
| |
|
Are special visits (eg New Patient) recorded? |
YES
NO
|
| |
|
Are totals kept? |
YES
NO
|
| |
|
Are multiple appointments made in advance for patients? |
YES
NO
|
| |
|
Do you have a colour-coded system in your appointment book? |
YES
NO
|
| |
|
|
| 7. |
Have you established recall systems? |
YES
NO
|
| |
For: |
Missed appointments? |
YES
NO
|
| |
|
Reminder calls? |
YES
NO
|
| |
|
Rebooking archived patients after e.g. 6 months? |
YES
NO
|
| |
|
|
| 8. |
Do your patients print their names on an Arrival Register? |
YES
NO
|
| |
|
Do you retain these registers for your records? |
YES
NO
|
| |
|
|
| 9. |
Are New Patient Files prepared in advance? |
YES
NO
|
| |
|
|
| 10. |
Do you have an established written Office Policy and Procedure Manuals? |
YES
NO
|
| |
|
For patients? |
YES
NO
|
| |
|
For staff? |
YES
NO
|
| |
|
For locums? |
YES
NO
|
| |
|
For associates? |
YES
NO
|
| |
|
For cleaners and gardeners? |
YES
NO
|
| |
|
|
| 11. |
Do you give written Report of Findings and schedule of visits? |
YES
NO
|
| |
|
Are spouses/partners actively invited? |
YES
NO
|
| |
|
|
| 12. |
Do you send: |
|
| |
|
Birthday cards? |
YES
NO
|
| |
|
Welcome letters? |
YES
NO
|
| |
|
Thank yous or appreciation notes? |
YES
NO
|
| |
|
Thank you for referral cards or letters? |
YES
NO
|
| |
|
Special occasion cards? |
YES
NO
|
| |
|
|
| 13. |
Do you give Health Care/Spinal Care/Special Appointment/Wellness Workshop classes? |
YES
NO
|
| |
|
Are they integral for New Patient's? |
YES
NO
|
| |
|
Do you request that your patients bring a spouse/partner or friend/s? |
YES
NO
|
| |
|
|
| 14. |
Do you have team meetings at least every 2 weeks? |
YES
NO
|
| |
|
Do you use an agenda? |
YES
NO
|
| |
|
Do you regularly acknowledge positive contributions by the team? |
YES
NO
|
| |
|
Do you keep personal correction AWAY from the team meetings? |
YES
NO
|
| |
|
|
| 15. |
Do your team members wear uniforms? |
YES
NO
|
| |
|
Do your team members wear name tags? |
YES
NO
|
| |
|
|
| 16. |
Do you and your team review appropriate scripting? |
YES
NO
|
| |
|
Do you and your team regularly role play scripting? |
YES
NO
|
| |
|
|
| 17. |
Do all your team members have regular chiropractic care? |
YES
NO
|
| |
|
Do the family members of your team have regular chiropractic care? |
YES
NO
|
| |
|
Do your family members have regular chiropractic care including re-exams and re-xrays? |
YES
NO
|
| |
|
|
| 18. |
Have you had your insurance needs reviewed and adjusted by an insurance professional in the last two years? |
YES
NO
|
| |
|
Do you have malpractice insurance? |
YES
NO
|
| |
|
Do you have personal sickness/accident insurance? |
YES
NO
|
| |
|
Do you have a ‘Pension Plan' in place that will provide for all your lifestyle needs when you retire? |
YES
NO
|
| |
|
Do you use the services of a qualified Financial Planner? |
YES
NO
|
| |
|
|
| 19. |
Please indicate if you are using the following forms: |
|
| |
|
Confidential Case History? |
YES
NO
|
| |
|
Daily Practice Statistics Log? |
YES
NO
|
| |
|
X-Ray Release? |
YES
NO
|
| |
|
General Patient Information Release? |
YES
NO
|
| |
|
Office Policy? |
YES
NO
|
| |
|
Arrival Register? |
YES
NO
|
| |
|
Written Report of Findings? |
YES
NO
|
| |
|
X-ray Log Book? |
YES
NO
|
| |
|
Initial Physical Examination? |
YES
NO
|
| |
|
Progressive Physical Examination? |
YES
NO
|
| |
|
Comparative Physical Examination? |
YES
NO
|
| |
|
Subjective Progressive Patient Questionnaire? |
YES
NO
|
| |
|
Subjective Comparative Patient Questionnaire? |
YES
NO
|
| |
|
Health Index Patient Questionnaire? |
YES
NO
|
| |
|
Automobile Accident Questionnaire? |
YES
NO
|
| |
|
Children's Examination? |
YES
NO
|
| |
|
Recent Patient History? |
YES
NO
|
| |
|
Fee Schedule? |
YES
NO
|
| |
|
|
| 20. |
Do you give each patient an Emergency Care Card (i.e. patient's vital information for use when out of town)? |
YES
NO
|
| |
|
|
| 21. |
Please indicate if you are using the following: |
|
| |
|
One Write or Computer System? |
YES
NO
|
| |
|
Repairs Book? |
YES
NO
|
| |
|
Team Meeting Diary? |
YES
NO
|
| |
|
Telephone Message Book? |
YES
NO
|
| |
|
Communications Diary? |
YES
NO
|
| |
|
Library Loan Book? |
YES
NO
|
| |
|
Video Loan Book? |
YES
NO
|
| |
|
X-Ray Release Book? |
YES
NO
|
| |
|
Mail, Sent/Received Book? |
YES
NO
|
| |
|
|
| 22. |
Do you regularly attend: |
|
| |
|
Chiropractic continuing education seminars? |
YES
NO
|
| |
|
Financial planning/investment seminars? |
YES
NO
|
| |
|
Personal growth seminars? |
YES
NO
|
| |
|
Chiropractic Association Meetings? |
YES
NO
|
| |
|
|
| 23. |
Are you actively involved in at least one local community service, school, sporting or special interest group? |
YES
NO
|
| |
|
|
| |
|
|
| 24. |
Do you regularly read books associated with professional and personal development, excellence or life principles, business management or inspirational works? |
YES
NO
|
| |
|
|
| 25. |
Do you take regular holidays? |
YES
NO
|
| |
|
|
| 26. |
Do you take at least one full day per week away from the office? |
YES
NO
|
| |
|
|
| 27. |
Do you participate in a mentor program or Mastermind group? |
YES
NO
|
| |
|
|
| 28. |
Do you have a clinic newsletter at least 4 times per year? |
YES
NO
|
| |
|
|
| 29. |
Do your staff attend CA training seminars? |
YES
NO
|
| |
|
|
| 30. |
Do you have special staff appreciation days or evenings or do you reward your staff with incentive/performance bonuses or special gifts? |
YES
NO
|
| |
|
|
| 31. |
Have you personally or with your team identified at least 50 characteristics of your ideal patient? |
YES
NO
|
| |
|
|
| 32. |
Do you have a written statement of purpose? |
YES
NO
|
| |
|
|
| 33. |
Do you have practice Mission and Vision Statements? |
YES
NO
|
| |
|
|
| 34. |
Do you have written goals: |
|
| |
|
For your personal life? |
YES
NO
|
| |
|
For your practice? |
YES
NO
|
| |
|
For your financial future? |
YES
NO
|
| |
|
|
| 35. |
Do you know what your 'net worth' is? |
YES
NO
|
| |
|
|
|