Master Table of Contents
System 1 – Clinic
A few things for you to know about the Table of Contents
Every section within Patients to Profits training system is listed below. Scroll down the page and read the short summary to learn what each section is about and then click to watch the video, read the transcript or access the reference materials for that section. Multiple video sections will have only one transcript and one reference folder that applies to material in all videos for that section. Note: Not all sections have reference materials.
MODULE 1 – Practice Options
Venturing Out
Venturing Out gives a thorough overview of the most common to the more alternative practice start-up options for the chiropractor who is just getting started in his or her career all the way to the doctor looking to open additional satellite clinics and wanting to explore creative ways to evaluate options such as renting space in an established office verses buying an existing practice or opening a new one. This section will help you get on the right path to success and make the decision best for your situation.
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Reference Materials
Continuing from section 1, this section dives deeper into pros, cons and considerations for buying an existing practice verses opening a new clinic.
MODULE 2 – The Proper Foundation
Legal Structuring
This section outlines how to properly structure your legal entity (i.e. your practice) and explores the pros and cons of the various options including suggestions as to what would most likely offer you the most protection and the greatest tax advantages. Even if you have been in practice 20 years it is never too late to learn new and creative ways to increase your protection and savings.
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Managing the Money
A crucial yet often under learned skill for most doctors, knowing how to correctly manage the inflow and outflow of capital within your business is essential for you to be able to plan for and make it through the inevitable lean times. Learn the survival techniques now to minimize the stress later.
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Staffing Secrets
Regardless of how long you have been doing it, finding and hiring the best employees is not an easy task. Learn how to properly manage this essential component of building a strong team and avoid the mistakes commonly made when hiring new people for your practice. This section reviews excellent strategies for finding, evaluating, training and motivating new employees to get the most out of them and ensure they are on the right track from day one as a valuable asset in your office.
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Reference Materials
The continuation of this section expounds upon the training and managing of your employees for maximum effectiveness.
MODULE 3 – Essentials of Business Management
Maximum Productivity
In this section you will learn the Big Idea when it comes to effectively managing your practice like a business. The first part discusses the real functions of a business owner and reveals the ‘laws of efficiency’ that will set the stage for how everything in your office is managed. Learn what should be delegated and outsourced so that you can stay focused on only the most important items. Learning this skill is essential for high level growth.
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Reference Materials
This continuation examines everything related to streamlining your accounts receivable and accounts payable processes, including detailed information on capital management and banking.
The third part in this series focuses on how to manage your medical billing, office administration, payroll, statistical data and effectively handling day to day issues within a practice.
MODULE 4 – Total Staff Protocol System
Efficiency at the Front Desk
It is no secret that the Front Office dictates the pace, cohesiveness and effectiveness of the other clinic team members. This section covers opening and closing protocols, how to do the most effective patient reminder and recalls, scheduling and rescheduling procedures and gives you the essential tracking logs and shows you exactly how to use each one. In this section you can also download a ‘Did You Duties’ tracking form to develop your front desk into a turnkey machine.
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Reference Materials
The Perfect Patient Schedule
The Perfect Schedule is one that is full and organized so that patients never go missing in action. This section focuses solely on precision scheduling of new patients, existing patients, consultation, reactivations and even the staff to ensure they are always available for the busiest times and days.
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New Patients
Ensure a great first impression and accurate information intake the first time by scheduling and processing new patients the right way every time. This section covers phone, check-in, data intake, chart prepping and rescheduling along with additional tips that will take the new patient experience to a new level.
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Existing Patients
Every visit for an existing patient should be as impressive as the first visit. Make it a perfect visit every time by following the scheduling and telephone protocols, greeting and processing, chart prepping and rescheduling procedures outlined in this section.
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Recall System
There is no excuse for any patient to be left behind. Whether a patient ‘no shows’ for an appointment or leaves without rescheduling, this tracking and follow up system is designed to ensure they are never lost in the shuffle and are put back on the schedule as quickly as possible. This process has been refined over the last 10 years to be simple yet highly effective.
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Patient Reactivation
Once a patient who is not active on the schedule has been through the Recall System with no success, their file then becomes part of the Reactivation Protocol. While taking the patient file through the reactivation process, you will also ‘naturally’ be moving the file toward the archive area in the event they do not get rescheduled. All of this is part of one seamless system.
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A Stress Free Doc
This section is for front office specifically. Learn the patien and provider management protocols that results in a smooth flowing day for the front office, back office and doctor day in and day out.
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MODULE 5 – Total Doctor Protocol System
Consultation & Examination
Set the stage for total patient compliance by getting your own mindset in just the right place and then follow the 9 simple steps laid out for you with full scripting scenarios from the time you introduce yourself to the patient until you release them for that day. This is the MOST powerful and ethical day one visit your patients will ever experience.
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The Perfect Report of Findings
Use the 4 Step 5 Minute Delivery to ensure you are telling the patients what they really want to know, effectively handling any obstacles to treatment and getting your new patients excited about the care you are recommending. High pressure does NOT work in today’s environment…honesty DOES.
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Reference Materials
A continuation of video 1, this video gets into how to effectively discuss cost, reveals the 5 Secret Add-ons to improve case acceptance and compliance and gives a summary recap of The Perfect Report of Findings.
The Financial Report of Findings
Create the financial policy that is right for your clinic and deliver it effectively whether it is to insurance or non-insurance patients. This FROF section takes a more detailed look at the discussing the cost of treatment within the ROF and includes a very comfortable and easy ‘opening’ to get the dialogue started about payment options. Designed to be delivered by the doctor of an assistant.
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Doctors Daily Retention and Referral System
The ‘doctor’s goals’ and ‘patients goals’ with treatment often are light years apart. Learn to use the powers of Communication and Consistency to create a Connection that will ensure you and your patients are working towards a common goal of correcting their condition and helping their friends and family.
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