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Free Full Practice Analysis

Let's take a look at the whole picture.

Name: 
Title: 
Specialty:  # of Staff:
E-mail: 
Address: 
City:     State:  Zip:
Office Phone: 
Home Phone:  (optional)
How did you hear about us?

+  (Plus) means I AGREE, YES or MOSTLY YES
M  (Middle) means UNCERTAIN, MAYBE, NEITHER YES nor NO
-  (Minus) means I DISAGREE, NO or MOSTLY NO

1.  I am achieving my financial goals.
+ M –
2.  I have very good success at finding and hiring capable employees.
+ M –
3.  Little competition exists in my area.
+ M –
4.  I give my collection staff a rating of 8 out of 10 or better.
+ M –
5.  In terms of what we deliver to our clients, we are technically the best.
+ M –
6.  I have a regular check on the quality of our service.
+ M –
7.  We use surveys when trying to generate new clients.
+ M –
8.  I often feel guilty about not spending more time with my family.
+ M –
9.  Practice owners should give unexpected bonuses to keep employees on their toes instead of having a routine system of bonuses.
+ M –
10.  I believe that people can be helped.
+ M –
11. There has been a downtrend in our profitability over the past 12 months.
+ M –
12. Employees often don't understand how their jobs affect others in the practice.
+ M –
13. The on-going needs of our clients are well-defined and used for reactivating clients.
+ M –
14. Clients often complain about errors in their accounts.
+ M –
15. What we deliver to our clients is normally on time and better than they expected.
+ M –
16. I use client complaints, as a means to improve the practice.
+ M –
17. We keep a record of new clients and know how effective our advertising is.
+ M –
18. There are influences outside my practice that demand my attention right now.
+ M –
19. It is only natural for labor and management to be mistrustful of each other.
+ M –
20. There is something missing in my life.
+ M –
21.  We have cash flow problems that need to be resolved.
+ M –
22.  Newly hired employees in my practice are quickly trained and soon functioning well at their jobs.
+ M –
23.  Our promotional materials effectively produce repeat business.
+ M –
24.  I am kept waiting for up-to-date figures on Accounts Receivable.
+ M –
25.  If I had better equipment, I could produce results for my clients.
+ M –
26.  My staff know they're good, I don't need to praise them.
+ M –
27. We have effective and proven programs for generating new clients.
+ M –
28. There's quite a bit of stress in my life.
+ M –
29. Trying to define and measure the results produced by each employee would be a waste of time.
+ M –
30. There are other things that I think I should be doing with my practice.
+ M –
31. My practice has been involved in litigation as a defendant within the past two years.
+ M –
32. I often find myself solving problems that others (managers or employees) should handle.
+ M –
33. We do not have a regular communication going out to our regular clients.
+ M –
34. My practice has an excellent credit rating.
+ M –
35. My clients frequently complain about waiting.
+ M –
36. My practice has no call for "correction programs."
+ M –
37. Our practice is getting positive exposure from newspaper articles, free publicity, etc.
+ M –
38. I'm concerned about my health at times.
+ M –
39. Teamwork inhibits creativity.
+ M –
40. There are some problems in my practice for which I have no solutions.
+ M –
41. The amount of debt that my practice is carrying is a problem or a potential problem.
+ M –
42. I could get more work done each day if I had fewer interruptions.
+ M –
43. We do special promotions which are available only to our existing clients.
+ M –
44. Payroll is always done on time.
+ M –
45. I haven't yet trained anyone to manage and care for the production area as well as I do it myself.
+ M –
46. We keep and use the staff suggestion box (or a similar system).
+ M –
47. I have at least one employee whose sole job is to develop new business.
+ M –
48. There are too many accidents/mistakes in my life.
+ M –
49. A good policy in a practice would be to cut every corner possible in order to increase profit margins.
+ M –
50. I intend to find a way to be more effective.
+ M –
51. The long term profitability of my practice is on an up trend.
+ M –
52. Communication within my practice flows smoothly and quickly to the right person with no misunderstandings.
+ M –
53. Our average treatment per client is increasing.
+ M –
54. Tax payments are usually on the late side.
+ M –
55. Quality of service tends to collapse when I am away from the area for any extended period of time.
+ M –
56. Our staff training system is an on-going affair.
+ M –
57. We don't expect much return from our promotional campaigns.
+ M –
58. I have one or more physical problems.
+ M –
59. Most people don't want to work, and do so only because of economic necessity.
+ M –
60. I'm looking for help to improve conditions.
+ M –
61. My gross has increased over the last two years.
+ M –
62. I have a reward system for employees who do more than their share.
+ M –
63. We are losing business because of inadequate follow-up of existing clients.
+ M –
64. I can lay my hands on all financial statements at short notice.
+ M –
65. My staff takes pride in pleasing the client.
+ M –
66. I have several people in training at this time to take over positions senior to those they now hold.
+ M –
67. Generating new clients is not an essential part of our marketing.
+ M –
68. Others have influenced me in making decisions that I later regretted.
+ M –
69. Expansion isn't always desirable.
+ M –
70. There is something that I need to change or things will worsen.
+ M –
71. There is an external factor which is a threat to the viability of my practice.
+ M –
72. I sometimes wonder how productive some of my employees really are.
+ M –
73. We have a complete data base of past and present clients.
+ M –
74. I would like to receive the financial reports more quickly.
+ M –
75. I sometimes cringe and want to hide when my employees are speaking to clients.
+ M –
76. We get along very nicely without any staff training.
+ M –
77. Public Relations is an essential part of our marketing.
+ M –
78. I sometimes experience periods of worry and depression.
+ M –
79. Most problems between people can be resolved with communication.
+ M –
80. Most things that claim to help people actually do more harm than good.
+ M –
81. My practice is dependent on additional external funding for continued survival.
+ M –
82. I keep graphs of all the key statistics of my practice.
+ M –
83. We have a very loyal and expanding client base.
+ M –
84. The fixed assets inventory is complete and up-to-date.
+ M –
85. There is excellent coordination of finance, supplies, personnel logistics, etc. in my practice.
+ M –
86. We apply the principle of quality control to our entire organization.
+ M –
87. I keep separate records of new clients and repeat clients.
+ M –
88. The rewards of operating my practice far outweigh the difficulties.
+ M –
89. A good leader would not hesitate to sacrifice an individual for the good of the group.
+ M –
90. There isn't anything someone else could tell me that would help me run my practice better.
+ M –
91. My practice's cash position is better than it was a year ago.
+ M –
92. Overall, morale in my practice is very high.
+ M –
93. 50% or more of our gross comes from a very small percentage of our clients.
+ M –
94. I know where the money's going before it gets spent.
+ M –
95. If we did a survey of our clients, at least 90% of them would say that they were satisfied with what we delivered.
+ M –
96. I have a statistic which measures the effectiveness of our Quality Control.
+ M –
97. We get new clients from referrals from existing clients.
+ M –
98. Someone or something else is responsible for the condition my practice is in.
+ M –
99. A good executive would rather earn money than borrow it.
+ M –
100. I continually look for ways to improve myself and my practice.
+ M –

Once we have received your answers, a service consultant will contact you within 24-48 hours, Mon.-Fri., with your test results.

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