What We Improve
We don't start by selling you a solution. We find where the greatest opportunity is first.
The eight drivers
Treatment patients finish and how looked-after they feel.
Measures
Treatment Plan Completion · Comfort Care & Personal Connection
Owner's question
“How much accepted treatment is sitting unfinished and what is it worth?”
Example playbook
Finish What We Started - a weekly call list of unfinished plans, sorted by value.
A team that stays and a front desk that rebooks.
Measures
Clinical Staff Retention · Front Desk Rebooking Rate
Owner's question
“How many patients walk out without their next visit booked?”
Example playbook
Book Before They Leave - every patient offered their next visit before paying.
Everything written down, handed over and done.
Measures
Workflow & Systems · Communication into Action
Owner's question
“What are we still doing on paper, or from memory?”
Example playbook
The Huddle That Acts - ten minutes each morning, every action gets an owner.
Every call answered, every dollar accounted for.
Measures
New Patient Conversion Rate · Cost per New Patient
Owner's question
“How many people tried to book with us last month and didn't?”
Example playbook
Every Call Answered - missed calls and web enquiries returned the same day.
The eight drivers
How often patients say yes and what happens when they don't.
Measures
Case Acceptance · TX Plan Follow-up Rate
Owner's question
“How much treatment did we present that patients never went ahead with?”
Example playbook
Written Every Time - every plan as a written quote with fees and payment options.
Patients who keep coming back and the ones you win back.
Measures
Patient Retention · Recall & Reactivation
Owner's question
“How many patients are overdue and is anyone calling them?”
Example playbook
Recall, Worked Daily - a 30-minute call block every morning.
How often patients recommend you, in person and online.
Measures
Referral Rate · Google Reviews
Owner's question
“Are we getting more reviews and better ones, than the practices near us?”
Example playbook
Ask at the Right Moment - a review request on the day treatment is completed. Ask every new patient: how did you hear about us? Your best marketing never shows up in a dashboard.
What each visit earns and what each patient is worth over time.
Measures
Average Treatment Value · Patient Lifetime Value
Owner's question
“Are we charging and billing for everything we do?”
Example playbook
Full Picture - every patient gets a full exam and a written plan at agreed intervals.
Why not fix everything?
That's why we start one lever every two weeks. By the end of the quarter, three are running together and the next three are ranked.
Get your Snapshot
Start with a Snapshot.
