Our services
For questions about our services, please contact us. We offer a free initial consultation by phone or email.
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Diagnostic Consultation
An initial assessment to discuss the goals and concerns you have, which we'll then use to create an action plan. With your help we will identify the strengths and unique challenges of your office, including:
Training
The importance and value of excellent training can not be emphasized enough. From office managers to assistants, we offer tools to improve your team's skills.
Marketing
A consultation to discuss the best marketing solutions for your business.
Management
Good management is essential for the success of an office, and we offer the strategies below:
Transitions
Changes in staffing and team members can be difficult to navigate, for example when a new doctor arrives in a practice. This could also be when purchasing a new practice, or adding a new location. We help the transition run smoothly by dealing with the details whenever transitions occur.
Professional Image
Because we believe that dress and personal image play a vital role in how an office is perceived, we off an image consultation to help hone your professional style.
An initial assessment to discuss the goals and concerns you have, which we'll then use to create an action plan. With your help we will identify the strengths and unique challenges of your office, including:
- Analysis of profit and loss statements
- Evaluation of productivity
- Evaluation of your fees, collections, and financial policy
- Staff management
- Marketing strategies
- Overhead/expense management - analysis & setting goals
- Team action plan - handling communication issues and managing goals
Training
The importance and value of excellent training can not be emphasized enough. From office managers to assistants, we offer tools to improve your team's skills.
- Theme and tone development for your practice
- Scripting for important conversations
- Skills training - phones, financial plans and collections, interviewing, and much more
Marketing
A consultation to discuss the best marketing solutions for your business.
- Assessment of current marketing strategies
- Creating a marketing budget
- Creating a year-long marketing plan & a long-term marketing strategy
- Implementing and maintaining marketing strategies
Management
Good management is essential for the success of an office, and we offer the strategies below:
- Evaluation of scheduling system & cancellation policy
- Team communication
- Procedures and policies - staffing, schedule changes, bad weather
- Creating and implementing a plan for improving productivity
- Creating customized customer interaction scripts
- Employee incentive programs
Transitions
Changes in staffing and team members can be difficult to navigate, for example when a new doctor arrives in a practice. This could also be when purchasing a new practice, or adding a new location. We help the transition run smoothly by dealing with the details whenever transitions occur.
- Paperwork such as credentials, licenses, insurance
- Communication with current team members
- Communication with clients or patients about the staffing change
- Training
- Re-branding under a new name or logo
- Coordinating marketing material changes, such as business cards, letterhead, brochures, and more
Professional Image
Because we believe that dress and personal image play a vital role in how an office is perceived, we off an image consultation to help hone your professional style.
- First impressions
- Your team - creating a signature style
- Professionalism basics
- Style consultation
