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VITAL
SIGNS
Trouble Shooting: Meaningful Metrics
The Vital Signs Series
Trouble Shooting: Attraction
4 Pillars:
o Internal Calendar
o Passive Marketing
o External 1
o External 2
New Patient Prospect (NPP)
Trouble Shooting: Marketing Plan
Internal Marketing Calendar:
o Balanced
o Themes
o Month Long (Month 1)
o Week Long (Month 2)
o 1 Day Event (Month 3)
New Patient Prospect (NPP)
Trouble Shooting: Marketing Plan
External Marketing Calendar:
o Annual
o Special Events
o Anchor Events
New Patient Prospect (NPP)
Trouble Shooting: Marketing Plan
Outside Marketing Leads (OML)
o Frequency of Events
o Consistency of Events
o Quality of Events
New Patients
Trouble Shooting: Outside Marketing
Outside Marketing Leads (OML)
o Presentation Skills
o Messaging
o Team and Execution
o Scheduling Strategies
New Patients
Trouble Shooting: Outside Marketing
NP Scheduled vs. NP Exams
Inside Referrals
o Energy
o Scripting
o Commitment
o Connection
New Patient Exams (NPE)
Trouble Shooting: NP Show Rate
NP Scheduled vs. NP Exams
External NP Prospects
o Scheduling Procedures
o Commitment: Time and Payment
o Call Scripting
o Expectation Thread Videos
New Patient Exams (NPE)
Trouble Shooting: NP Show Rate
Energy = MC2
o Vision Casting
o Training and Equipping
o Goal Setting
o Recognition and Celebration
o Discipline
New Patients
Trouble Shooting: Referrals
Patient Wait Time
o Goal: 7 – 15 mins
o Blocked Schedule
o Balanced Schedule
o Schedule Policies
New Patients
Trouble Shooting: Referrals
The Vital Signs Series
Trouble Shooting: Conversion
“Not Moving Forward After ROF”
o Compliance
o Confusion
o Defiance
New Patient Conversion
Trouble Shooting: Non-Starter
Defiance:
o Skeptic?
o Cynic?
New Patient Conversion
Trouble Shooting: Non-Starter
“Attraction is a reflection
Of your CERTAINTY.”
o Trust Issue
o Agree on the Problem?
o Agree on the Goals / Objective?
New Patient Conversion
Trouble Shooting: Non-Starter
1. Find out what they want.
2. Show them you can help them get it.
“Drop Off Between Day 1 and Day 2 ”
o Serious Prospect?
o Insurance Issue?
o Logistical Issue?
New Patient Conversion
Trouble Shooting: NP Drop-Off
Outside Marketing Lead (Drop Off)
o Establish Trust
o Scrutinize Day 1
o Train as Team
New Patient Conversion
Trouble Shooting: NP Drop-Off
Inside Referral (Drop Off)
o Insurance Issue
o Team Issue
o Flow Issue
o Leadership Issue
New Patient Conversion
Trouble Shooting: NPC Drop-Off
The 20/60/20 Rule
The Vital Signs Series
Trouble Shooting: Retention
“KEPT VISIT AVERAGE (KVA)”
o Patient Commitment
o Team’s Ability to Convey Value
o Clear Policies
Patient Retention
Trouble Shooting: COMPLIANCE %
“Compliance is a predictor of
RETENTION.”
“KEPT VISIT AVERAGE (KVA)”
o 87% and + = Growth Zone
o 82% - 86% = Stagnant Zone
o Below 82% = Breakdown Zone
Patient Retention
Trouble Shooting: COMPLIANCE %
o Create Value for Adjustment Rhythm
o Written Compliance Policy
o 3 Strike Rule
o Call on First Missed Visit (!)
o Tracking and Alert System
Patient Retention
Trouble Shooting: COMPLIANCE %
They Hire You For:
o Expertise
o Leadership
o Accountability
Patient Retention
Trouble Shooting: COMPLIANCE %
o Drives Better Clinical Outcomes
o Drives Practice Growth
o Drive Fulfillment for Team and DC
Patient Retention
Trouble Shooting: Patient Visit Average
“Retention is a reflection
Of your CLARITY.”
1. Product Confusion
2. Table Talk
3. Workshop
4. Progress Exams and Reports
5. Practice Flow
6. Expectations and Agreements
7. Value Economy
Patient Retention
Trouble Shooting: The Big 7
o Reconversion Starts on Day 1
o Re-Exam is Their Report Card
o Expectations and Agreements
Patient Retention
Trouble Shooting: Re-Conversion
o Educate
o Adjust
o Hold Them Accountable – Lead!
Patient Retention
The Chiropractor’s Role
This is a Relationship…
o Day 1 = First Date
o Day 2 = Second Date
o Conversion = Engagement
o Re-conversion = Marriage
Patient Retention
Trouble Shooting: Re-Conversion
3 Doors to Your Practice
o Front Door = Attraction Issues
o Back Door = Conversion Issues
o Side Door = Retention Issues
Patient Retention
Trouble Shooting: INACTIVES
Vital Signs Reports
o Forensics Report
o Stick Rate Report
o Big 7 Reasons Patients Drop Out
Patient Retention
Trouble Shooting: INACTIVES
1. Product Confusion
2. Table Talk
3. Workshop
4. Progress Exams and Reports
5. Practice Flow
6. Expectations and Agreements
7. Value Economy
Patient Retention
Trouble Shooting: The Big 7
The Vital Signs Series
Trouble Shooting: Collections
“Collections are the transactional
manifestation of the VALUE that
you are delivering.”
“Find The Problem…”
o Productivity Issue?
o Systems Issue?
o Training Issue?
o Execution Issue?
o Integrity Issue?
Collections
Trouble Shooting: Practice Revenues
Business Model Issue?
o Recommendations
o Payment Plans
o Collection Visit Average
Collections
Trouble Shooting: Practice Revenues
Collection Visit Average (CVA):
$35 / Visit - $50 / Visit
Collections
Trouble Shooting: Standards
Collections Per Employee*
$15 K - $17,500** per CA
*Full Time Chiropractic Assistant
** Monthly Collections
Collections
Trouble Shooting: Standards
Collections Per 100 Office Visits (OV)*
$15 K - $17,500 per 100 OV**
* Chiropractic Care Only
** Weekly
Collections
Trouble Shooting: Standards
Standard: $35 - $50 / Office Visit
o Pricing / Charges for Services
o Care Plans
o Payment Plans
Collection Visit Average
Trouble Shooting: CVA
“You don’t get what you WANT
You get what you INCENTIVIZE.”
o Patients
o Team
o Doctor
Collections
Trouble Shooting: Integrity Breaks
o Culture
o Expectations and Agreements
o Policies
Collections
Trouble Shooting: Integrity Breaks
o Limiting Belief?
o Money Blueprint?
o Poverty Complex?
Collections
Trouble Shooting: Integrity Break Doctor
“Focus on Delivering Value...
Money Follows Value.”
VITAL
SIGNS
Trouble Shooting: Collection Metrics

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Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...
 

VitaLogics Chiropractic Software introduces VitalSigns

  • 2.
  • 3. The Vital Signs Series Trouble Shooting: Attraction
  • 4. 4 Pillars: o Internal Calendar o Passive Marketing o External 1 o External 2 New Patient Prospect (NPP) Trouble Shooting: Marketing Plan
  • 5. Internal Marketing Calendar: o Balanced o Themes o Month Long (Month 1) o Week Long (Month 2) o 1 Day Event (Month 3) New Patient Prospect (NPP) Trouble Shooting: Marketing Plan
  • 6. External Marketing Calendar: o Annual o Special Events o Anchor Events New Patient Prospect (NPP) Trouble Shooting: Marketing Plan
  • 7. Outside Marketing Leads (OML) o Frequency of Events o Consistency of Events o Quality of Events New Patients Trouble Shooting: Outside Marketing
  • 8. Outside Marketing Leads (OML) o Presentation Skills o Messaging o Team and Execution o Scheduling Strategies New Patients Trouble Shooting: Outside Marketing
  • 9. NP Scheduled vs. NP Exams Inside Referrals o Energy o Scripting o Commitment o Connection New Patient Exams (NPE) Trouble Shooting: NP Show Rate
  • 10. NP Scheduled vs. NP Exams External NP Prospects o Scheduling Procedures o Commitment: Time and Payment o Call Scripting o Expectation Thread Videos New Patient Exams (NPE) Trouble Shooting: NP Show Rate
  • 11. Energy = MC2 o Vision Casting o Training and Equipping o Goal Setting o Recognition and Celebration o Discipline New Patients Trouble Shooting: Referrals
  • 12. Patient Wait Time o Goal: 7 – 15 mins o Blocked Schedule o Balanced Schedule o Schedule Policies New Patients Trouble Shooting: Referrals
  • 13. The Vital Signs Series Trouble Shooting: Conversion
  • 14. “Not Moving Forward After ROF” o Compliance o Confusion o Defiance New Patient Conversion Trouble Shooting: Non-Starter
  • 15. Defiance: o Skeptic? o Cynic? New Patient Conversion Trouble Shooting: Non-Starter
  • 16. “Attraction is a reflection Of your CERTAINTY.”
  • 17. o Trust Issue o Agree on the Problem? o Agree on the Goals / Objective? New Patient Conversion Trouble Shooting: Non-Starter
  • 18. 1. Find out what they want. 2. Show them you can help them get it.
  • 19. “Drop Off Between Day 1 and Day 2 ” o Serious Prospect? o Insurance Issue? o Logistical Issue? New Patient Conversion Trouble Shooting: NP Drop-Off
  • 20. Outside Marketing Lead (Drop Off) o Establish Trust o Scrutinize Day 1 o Train as Team New Patient Conversion Trouble Shooting: NP Drop-Off
  • 21. Inside Referral (Drop Off) o Insurance Issue o Team Issue o Flow Issue o Leadership Issue New Patient Conversion Trouble Shooting: NPC Drop-Off
  • 23. The Vital Signs Series Trouble Shooting: Retention
  • 24. “KEPT VISIT AVERAGE (KVA)” o Patient Commitment o Team’s Ability to Convey Value o Clear Policies Patient Retention Trouble Shooting: COMPLIANCE %
  • 25. “Compliance is a predictor of RETENTION.”
  • 26. “KEPT VISIT AVERAGE (KVA)” o 87% and + = Growth Zone o 82% - 86% = Stagnant Zone o Below 82% = Breakdown Zone Patient Retention Trouble Shooting: COMPLIANCE %
  • 27. o Create Value for Adjustment Rhythm o Written Compliance Policy o 3 Strike Rule o Call on First Missed Visit (!) o Tracking and Alert System Patient Retention Trouble Shooting: COMPLIANCE %
  • 28. They Hire You For: o Expertise o Leadership o Accountability Patient Retention Trouble Shooting: COMPLIANCE %
  • 29. o Drives Better Clinical Outcomes o Drives Practice Growth o Drive Fulfillment for Team and DC Patient Retention Trouble Shooting: Patient Visit Average
  • 30. “Retention is a reflection Of your CLARITY.”
  • 31. 1. Product Confusion 2. Table Talk 3. Workshop 4. Progress Exams and Reports 5. Practice Flow 6. Expectations and Agreements 7. Value Economy Patient Retention Trouble Shooting: The Big 7
  • 32. o Reconversion Starts on Day 1 o Re-Exam is Their Report Card o Expectations and Agreements Patient Retention Trouble Shooting: Re-Conversion
  • 33. o Educate o Adjust o Hold Them Accountable – Lead! Patient Retention The Chiropractor’s Role
  • 34. This is a Relationship… o Day 1 = First Date o Day 2 = Second Date o Conversion = Engagement o Re-conversion = Marriage Patient Retention Trouble Shooting: Re-Conversion
  • 35. 3 Doors to Your Practice o Front Door = Attraction Issues o Back Door = Conversion Issues o Side Door = Retention Issues Patient Retention Trouble Shooting: INACTIVES
  • 36. Vital Signs Reports o Forensics Report o Stick Rate Report o Big 7 Reasons Patients Drop Out Patient Retention Trouble Shooting: INACTIVES
  • 37. 1. Product Confusion 2. Table Talk 3. Workshop 4. Progress Exams and Reports 5. Practice Flow 6. Expectations and Agreements 7. Value Economy Patient Retention Trouble Shooting: The Big 7
  • 38. The Vital Signs Series Trouble Shooting: Collections
  • 39. “Collections are the transactional manifestation of the VALUE that you are delivering.”
  • 40. “Find The Problem…” o Productivity Issue? o Systems Issue? o Training Issue? o Execution Issue? o Integrity Issue? Collections Trouble Shooting: Practice Revenues
  • 41. Business Model Issue? o Recommendations o Payment Plans o Collection Visit Average Collections Trouble Shooting: Practice Revenues
  • 42. Collection Visit Average (CVA): $35 / Visit - $50 / Visit Collections Trouble Shooting: Standards
  • 43. Collections Per Employee* $15 K - $17,500** per CA *Full Time Chiropractic Assistant ** Monthly Collections Collections Trouble Shooting: Standards
  • 44. Collections Per 100 Office Visits (OV)* $15 K - $17,500 per 100 OV** * Chiropractic Care Only ** Weekly Collections Trouble Shooting: Standards
  • 45. Standard: $35 - $50 / Office Visit o Pricing / Charges for Services o Care Plans o Payment Plans Collection Visit Average Trouble Shooting: CVA
  • 46. “You don’t get what you WANT You get what you INCENTIVIZE.”
  • 47. o Patients o Team o Doctor Collections Trouble Shooting: Integrity Breaks
  • 48. o Culture o Expectations and Agreements o Policies Collections Trouble Shooting: Integrity Breaks
  • 49. o Limiting Belief? o Money Blueprint? o Poverty Complex? Collections Trouble Shooting: Integrity Break Doctor
  • 50. “Focus on Delivering Value... Money Follows Value.”
  • 51.