Physician Office Practice Health Check Up

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Physician Office Practice
Health Check Up

How healthy is your office practice?

Check off either yes or no for each question. Your score will appear at the bottom of the page.

A Review of Systems

Optical (the Vision)
yes no	1. Our practice has a clear and compelling vision
yes no	2. Our partners and management team model the vision
yes no	3. The business has a code of ethics to which we adhere
yes no	4. The business is oriented around core values
(Muscular) Leadership Strength
yes no	5. Our time as partners is spent more on working on our business (networking, big picture, strategy, developing products and services, client relations) vs. in our business (day to day operations, technical details, and activities that could be delegated.) ** Reference M. Gerber
yes no	6. Our partners and management team are confident in their leadership ability
yes no	7. Our practice leadership decision making process is clear
(Central Nervous) Strategy and Business Planning System
yes no	8. We have a systematic evaluation method to evaluate new business ventures.
yes no	9. We have developed solid yet simple strategies to achieve organizational goals.
yes no	10. Our business plan is articulated and is in synch with current times.
yes no	11. We have a strategic marketing plan and follow it.
yes no	12. Our home offices, and offices at work are free from clutter.
(Sympathetic Nervous) Human Resources System
yes no	13. Our employees are hired based on the core values of the company.
yes no	14. The “fill time” to recruit and fill new positions is reasonable
yes no	15. Our staff are continuously trained on what they need, and also what they desire.
yes no	16. Our organization knows which key competencies are required of new and existing employees.
yes no	17. Staff turnover is less than 10%.
yes no	18. Management is in touch with employees; what they want, and what they think of management.
( Respiratory-Inspiration) Marketing System
yes no	19. The practice identifies how it is unique and is inspirational to employees and referral sources.
yes no	20. Our client base is diverse and is attracted to our service.
yes no	21. Our practice is able to communicate to the market, the benefits of working with us.
yes no	22. Our practice has a visible marketing strategy.
yes no	23. Marketing tools are producing desired results.
yes no	24. Sales per staff member cover the cost of marketing positions.
(Metabolic Balance) Operational Effectiveness Measures
yes no	25. Our contracts are cost effective and evaluated annually.
yes no	26. Profit and Loss (P & L) is within 5% of budget and is monitored quarterly.
yes no	27. We set our budget annually based on goals, and monitor it quarterly.
yes no	28. Our accounts payable are current.
yes no	29. Our accounts receivable are less than 30 days.
yes no	30. Operational measures are identified through a Balanced Scorecard-type mechanism, representing our “dashboard” from which to steer the operations.
yes no	31. We know our customers and what they are doing and wanting.
(Impulse Conducting) Technology System
yes no	32. The most current technology being used.
yes no	33. Back-up files are in place.
yes no	34. Software licenses are up to date.
(System Integrity) Sustainability of Practice
yes no	35. There are policies and procedures for important processes.
yes no	36 There is adequate space to conduct business, and plans to accommodate new business if anticipated.
yes no	37. We review and update our policies and procedures at least annually.
yes no	38. We communicate our progress and anticipated future on a regular basis with employees.
yes no	39. There is a variable FTE plan that contributes to profitability.
yes no	40. We have the best fit people for jobs.
yes no	41. We clearly articulate the competencies for employees and leaders and hold accountability consistently.
yes no	42. The leaders improve their leadership skills continuously.
yes no	43. We are continuously innovative regarding technological advances and solutions.
yes no	44. We act on our measures to improve profitability and quality.
yes no	45. We have an active and responsive channel for employee ideas and concerns.
yes no	46. We encourage development plans for leaders and staff.
yes no	47. We regularly conduct employee recognition/engagement programs and employ incentive systems for employees.
(Homeostasis) Work-Life Balance
yes no	48. The CEO, or partners of the practice have effective work/ life balance.
yes no	49. The CEO, or partners of the practice, are motivated on a daily basis and retain the passion of why they went into this work.
yes no	50. The CEO, or partners have effective self care strategies.

Your total score is:
(“Vital Sign” for Health of Office Practice)

Scoring:

0-10 Serious Sub-Optimal Health
10-20 Moderately Sub-Optimal Health
20-30 Mildly Sub-Optimal Health
30-40 Healthy
40-50 Optimum Health

If your office practice “vital sign” score is less than 30, or a score that you would like to improve, seek out assistance to build your office practice health. Coaching and consulting through Healthcare Renaissance Consulting is available to boost your score and improve your office practice health.

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