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Practice Assessment

Owning a practice means caring for patients all day and running a business with whatever time is left. This assessment is a chance to step back and see where your practice stands today and where you want it to go.

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Answer what you can and skip the rest. Only the fields marked * are required. Rough numbers and “not sure” are welcome. Knowing what you don’t track yet is useful to us, too.

Please don’t include patient information, account numbers, or passwords. Summary figures are all we need.

About your practice

How did you hear about us?

1. Your vision

Everything we recommend should move you toward the practice you want to run.

2. Financial performance

These figures give us a baseline, so it’s easy to see what changes from here. Estimates are fine.

3. Room to grow

Growth only pays off when the practice can handle it. These answers show us whether to focus on bringing in new patients or doing more for the ones you already have.

Are you at capacity today?
Yes
No
Close to it
Do you want to hire associate providers?
Yes
No
Maybe
Do you want additional locations?
Yes
No
Maybe

4. Operations

How your practice runs day to day affects your time, your team, and your revenue. These answers show us what’s working and where things get stuck.

5. Your long-term plans

Where you’re headed long term changes what we’d recommend now.

Which of these apply? (Check any.)

6. Your billing today

Billing is where quality care turns into income. These questions help you see how well your billing is working and how much of it still depends on you.

Who handles your billing today? (Check any.)
Do you get a monthly report you understand and can act on in a few minutes?
Yes
No
Does what your software says you collected match your bank deposits each month?
Yes
No
Not sure
When you have a billing question, can you reach the person working your claims directly?
Yes
No
Sometimes

7. Where would you like support?

Check everything that interests you, even if it’s not why you reached out. The issue that brought you here is often connected to a few others.

Running and growing the practice
Billing and collections
What would you like to happen next?
Email me a few takeaways
Set up a short call
Nothing yet, I’m just taking stock
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Call: 907-313-1345   Email: info@docsidebilling.com  

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