Practice Review Form
Billing Systems Do you accept credit card payments through your EHR or a third party service?
Does your practice charge no show fees?
Does your practice currently have any client balances over $500? (private pay, not insurance)
Are you up to date on your insurance claim filing?
Clinical Matters Does your practice have a specific niche or are you more of a general practice?
Would you say your practice is well established as an expert and trusted community resource?
Are your progress notes up to date?
Are your clinicians' progress notes up to date?
Intake & Referrals Do you have any admin or support staff?
Do you have a referral document that you keep up to date?
Do you have a client satisfaction survey that you send to new clients?
Office Management & Financials Which of the following support roles do you have filled?
What are you using to keep track of your accounting?
If I asked you right now could you tell me your total practice income from last year?
Do you have an idea of what your average net profit is for your practice?
Hiring & Onboarding This is primarily for group practices.
Do you have W2 employees or independent contractors?
Do you have a written job posting for each position that you are happy with?
Do you have a well defined interview process with good questions for each stage?
Do you currently have an employee manual?
Do you have a performance improvement plan (PIP) document to use with underperforming staff?
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