Clinton Global Initiative Hult Prize Finalist Presentation - Harambee
WDS - BM4CD Report 1 PDF
1. Days
Open
Days Worked
Remaining
Days
Non-Cap Prd.
Goal
Proj. Prod.
Actual Prod.
(non-cap)
Ave. PPD So
Far
Needed
PPD
Minimum
Sales Goal
Proj. NB Actual NB
Ave. NB per
Day
Target NB per
Day
Projected New
Patients
27 23 4 $168,800 $141,988 $120,953 $5,259 $11,962 $225,600 $173,182 $147,525 $6,414 $19,519 188
8/28/2012
Days
Open 27 Days
Worked 23 Days Left
4
Ortho
Starts
Goal
30
Ortho Starts
so far 12
$168,800 11
$141,988 10
$120,953 1
$5,259
$11,962 $72,000
($22,609)
$225,600 $27,099
$173,182
$147,525 2.6
$6,414 1.2
$19,519
General
Majors Minors Total
Expected
Apt.
# of Dr.'s
per Day
Dentical Ins Credit Total
2 2 4 10 1 10 6 0 16
5 6 11 20 2 7 1 2 10
1 2 3 10 1 9 2 2 13
Ortho Activations DB 1-2 Band/Bond Starts Total Apt.
0 0
34 4 6 3 47 5 0 3 8
Ortho push for starts and make sure we are getting ortho indexs from
general.
Next Ortho Day
Ensure Mutual respect and professionalism takes place in the office
daily.
Maintaining good numbers, by call logs for Unsolds and TNC
Today
Sales
New Business Goal
Exams
Actions To Be Addressed
August
Production
Avg. NB per Day
Proj. NB
Actual NB
Production Goal
Proj. Production
Actual Production
Avg. Starts Per Day
Avg. Prod. Needed Per day
Production Goal for Month
Avg. Starts Per Day Goal
Projected Prod. Budget Variance
Target NB per Day
Doctors
Quote of the Day
"The difference between a
successful person and others is not
lack of strength not a lack of
knowledge but rather a lack in will."
- Vincent Lambardi
Next Day
Tomorrow
Today
EAB
Appointments UPE! The
Ultimate Patient
Experience Depends on
Each of Us!
Office APPDD $44,901
General
Ortho
Ortho Days in the Month
Ortho Days Worked
Remaining Days
General Apt. Book is light for the next 3 days call TNC's and make sure
we are getting our patients back in for TX.
Javier Nice job yesterday in Ortho Sales :-)
Who is doing Great!!!
Ortho Actual Prod.
Need Prod per Day
Avg. PPDD So Far
2. 192 - BMN General Sales Report Payer Types: Ins , Credit , HMO , DCI , Healthy Families
General Sales Month to Date
Total Total Diag. Total NB
# of
contracts
Avg. Contract Sales % Avg. Contract With out - HMO and Healthy Families
Unsold 7 Vivian $38,767.20 $28,537.20 22 $1,297.15 74% Vivian $37,175.20 $27,397.20 16 $1,712.33 74%
DCI 7 Javier $70,889.11 $38,124.31 34 $1,121.30 54% Javier $70,001.11 $37,236.31 28 $1,329.87 53%
Recall 12 Nick $2,474.20 $2,474.20 1 $2,474.20 100% Nick $2,474.20 $2,474.20 1 $2,474.20 100%
HMO 13 Anthony $5,496.60 $4,610.60 7 $658.66 84% Anthony $5,496.60 $4,610.60 7 $658.66 84%
Healthy
Families
4 Mayra C. $19,736.00 $10,817.00 18 $600.94 55% Mayra C. $17,829.00 $8,910.00 12 $742.50 50%
Susy $19,635.00 $3,111.45 4 $777.86 16% Susy $19,635.00 $3,111.45 4 $777.86 16%
$156,998.11 $87,674.76 86 $1,019.47 56% $152,611.11 $83,739.76 68 $1,231.47 55%
8/1/12 - 8/11/12 Week 1
Date
Payer
Type
Chart
#
PCC Diag.
NB / Pt.
Share
Notes Total Diag. Total NB # of contracts
Avg.
Contract
Sales %
8/1/12 I 8591 Vivian #49518 $729.00 $729.00 Vivian $12,541.00 $8,034.00 8 $1,004.25 64%
I 5971 Anthony #48612 $68.00 $68.00 Recall Javier $30,239.00 $18,126.00 13 $1,394.31 60%
K 8593 Anthony #48612 $1,789.60 $1,789.60 Nick $2,474.20 $2,474.20 1 $2,474.20 100%
K 8601 Nick #52674 $2,474.20 $2,474.20 Anthony $1,857.60 $1,857.60 2 $928.80 100%
K 8589 Javier #51106 $608.00 $608.00 Mayra C. $16,911.00 $7,992.00 10 $799.20 47%
K 8602 Vivian #49518 $1,207.00 $1,207.00 Susy $733.00 $733.00 1 $733.00 100%
HMO 8592 Vivian #49518 $0.00 $0.00 HMO Not Unsold $64,755.80 $39,216.80 35 $1,120.48 61%
8/3/12 HMO 8610 MAYRA #42726 $0.00 $0.00 HMO Not Unsold
HMO 8612 Javier #51106 $0.00 $0.00 HMO Not Unsold Week 1
HMO 8614 MAYRA #42726 $0.00 $0.00 HMO Not Unsold Unsold 3
I 8615 Javier #51106 $235.00 $150.00 needs specialty endo DCI 3
K 8617 Javier #51106 $4,428.00 $1,986.00 Recall 2
HMO 8619 UNABLE TO TREAT HMO 5
8/4/12 K 8621 MAYRA #42726 $5,571.00 $0.00 Unsold Healthy Families 1
8/6/12 K 8629 Vivian #49518 $0.00 NEED SPECIALTY FIRST
I 8631 MAYRA #42726 $2,600.00 $2,600.00
I 8632 Javier #51106 $189.00 $189.00 HEALTHY FAMILIES Avg. Contract With out - HMO and Healthy Families
K 8634 Vivian #49518 $4,334.00 $1,644.00 Vivian $12,541.00 $8,034.00 7 $1,147.71 64%
I 8636 Vivian #49518 $140.00 $140.00
Unsold - NEED SPECIALTY
FIRST
Javier $30,050.00 $17,937.00 11 $1,630.64 60%
I 6849 MAYRA #42726 $299.00 $299.00 Nick $2,474.20 $2,474.20 1 $2,474.20 100%
I 6850 MAYRA #42726 $216.00 $216.00 Anthony $1,857.60 $1,857.60 2 $928.80 100%
DCI 8627 Javier #51106 $3,057.00 $3,057.00 DCI Mayra C. $16,911.00 $7,992.00 8 $999.00 47%
DCI 8635 Javier #51106 $2,255.00 $2,255.00 DCI Susy $733.00 $733.00 1 $733.00 100%
3. K 8630 MAYRA #42726 $295.00 $295.00 $63,833.80 $38,294.80 30 $1,276.49 60%
K 638 Javier #51106 $4,509.00 $1,702.00
8/7/12 I 8642 Vivian #49518 $5,905.00 $4,066.00 PT SHARE
I 8644 MAYRA #42726 $1,540.00 $1,540.00
K 8646 UNABLE TO TREAT
8/8/12 K 8653 Javier #51106 $4,895.00 $2,257.00
K 8658 Javier #51106 $374.00 Patients husband has a lot of tx
K 8659 Javier #51106 $4,724.00 $3,447.00
K 8652 UNABLE TO TREAT
I 7732 Vivian #49518 $226.00 $248.00 UNSOLD - Recall
8/9/12 K 8661 MAYRA #42726 $3,541.00 $1,996.00
K 8665 MAYRA #42726 $2,849.00 $1,046.00
8/10/12 DCI 8666 Susy # 10239 $733.00 $733.00 DCI
8/11/12 K 8675 Javier #51106 $4,275.00 $1,785.00
8/11/12 I 8672 Javier #51106 $690.00 $690.00
8/13/12 - 8/18/12 Week 2
8/13/12 HMO 8676 Mayra #42726 $877.00 $877.00 HMO Total Diag. Total NB # of contracts
Avg.
Contract
Sales %
HMO 8680 Mayra #42726 $5.00 $5.00 HMO Vivian $16,910.00 $15,084.00 8 $1,885.50 89%
HMO 8681 Mayra #42726 $5.00 $5.00 HMO Javier $10,672.35 $7,747.35 9 $860.82 73%
I 8683 Vivian #49518 $895.00 $895.00 Nick #DIV/0! #DIV/0!
8/14/12 K 8684 Javier #51106 $3,405.00 $2,468.00 Anthony $2,380.00 $2,380.00 4 $595.00 100%
DCI 8687 Vivian #49518 $4,568.00 $4,568.00 DCI Mayra C. $2,183.00 $2,183.00 5 $436.60 100%
DCI 8688 Vivian #49518 $3,660.00 $3,660.00 DCI Susy $8,638.00 $199.00 1 $199.00 2% General Sales
H 3103 Javier #51106 $245.00 $245.00 HEALTHY FAMILIES $40,783.35 $27,593.35 27 $1,021.98 68% Total Diag. Total NB
8/15/12 C 8697 Anthony #48612 $199.00 $199.00 Vivian $29,451.00 $23,118.00
DCI 8702 Javier #51106 $1,753.00 $1,753.00 DCI Week 2 Javier $40,911.35 $25,873.35
DCI 8700 Vivian #49518 $924.00 $924.00 DCI Unsold 2 Nick $2,474.20 $2,474.20
HMO 8695 Vivian #49518 $1,317.00 $865.00 HMO DCI 4 Anthony $4,237.60 $4,237.60
K 8696 Javier #51106 $1,988.00 $0.00 UNSOLD Recall 5 Mayra C. $19,094.00 $10,175.00
8/16/12 I 8708 Mayra #42726 $276.00 $276.00 HMO 6 Susy $9,371.00 $932.00
HMO 8713 Mayra #42726 $1,020.00 $1,020.00 ADDED NB ON 8/17/12 Healthy Families 1 $105,539.15 $66,810.15
K 8703 Susy #10239 $8,638.00 $199.00
8/17/12 I 8716 Javier #51106 $1,505.00 $1,505.00
K 8717 Anthony #48612 $832.00 $832.00 Avg. Contract With out - HMO and Healthy Families
K 8719 Anthony #48612 $1,134.00 $1,134.00 Vivian $15,573.00 $14,199.00 6 $2,366.50 91%
I 8720 Javier #51106 $252.35 $252.35 Javier $10,315.35 $7,390.35 7 $1,055.76 72%
I 8721 Vivian #49518 $4,152.00 $4,152.00 Nick #DIV/0! #DIV/0!
I 7004 Javier #51106 $189.00 $189.00 RECALL Anthony $2,380.00 $2,380.00 4 $595.00 100%
4. K 4459 Vivian #49518 $1,374.00 $0.00 UNSOLD Mayra C. $276.00 $276.00 1 $276.00 100%
8/18/12 I 8722 Javier #51106 $1,223.00 $1,223.00 Susy $8,638.00 $199.00 1 $199.00 2%
I 8725 UNABLE TO TREAT $28,544.35 $24,245.35 19 $1,276.07 85%
I 7075 Anthony #48612 $215.00 $215.00 RECALL
H 2644 Javier #51106 $112.00 $112.00 Healthy Families - RECALL
HMO 7337 Vivian #49518 $20.00 $20.00 RECALL - HMO
8/20/12 - 8/25/12 Week 3
8/20/12 I 8727 Mayra #42726 $360.00 $360.00 Total Diag. Total NB # of contracts
Avg.
Contract
Sales %
K 8730 Javier #51106 $7,543.00 $2,563.00 Vivian $9,143.20 $5,246.20 5 $1,049.24 57%
K 8733 Anthony #48612 $1,259.00 $373.00 Javier $29,977.76 $12,250.96 12 $1,020.91 41%
K 8737 Vivian #49518 $7,040.00 $3,143.00 Nick #DIV/0! #DIV/0!
I 8739 Javier #51106 $930.10 $930.10 Anthony $1,259.00 $373.00 1 $373.00 30%
I 8740 Javier #51106 $477.26 $477.26 Mayra C. $642.00 $642.00 3 $214.00 100%
8/21/12 K 8741 Javier #51106 $684.60 $684.60 Susy $10,264.00 $2,179.45 2 $1,089.73 21% General Sales
K 8742 Vivian #49518 $1,435.20 $1,435.20 $51,285.96 $20,691.61 23 $899.64 40% Total Diag. Total NB
I 4832 Javier #51106 $95.00 $95.00 RECALL Vivian $38,594.20 $28,364.20
8/22/12 K 8747 Javier #51106 $11,984.80 $4,537.00 Week 3 Javier $70,889.11 $38,124.31
H 8750 Javier #51106 $329.00 $329.00 Healthy Families Unsold 2 Nick $2,474.20 $2,474.20
H 8754 Vivian #49518 $69.00 $69.00 Healthy Families DCI Anthony $5,496.60 $4,610.60
I 5357 Vivian #49518 $586.00 $586.00 RECALL Recall 5 Mayra C. $19,736.00 $10,817.00
HMO 8313 Vivian #49518 $13.00 $13.00 HMO HMO 2 Susy $19,635.00 $3,111.45
HMO 8314 Javier #51106 $13.00 $13.00 HMO Healthy Families 2 $156,825.11 $87,501.76
8/23/12 K 4956 Javier #51106 $1,756.00 $1,756.00 RECALL
I 7347 Mayra #42726 $132.00 $132.00 RECALL
I 7370 Mayra #42726 $150.00 $150.00 RECALL Avg. Contract With out - HMO and Healthy Families
I 8760 Javier #51106 $780.00 $780.00 Vivian $9,061.20 $5,164.20 3 $1,721.40 57%
8/24/12 K 8762 Javier #51106 $86.00 $86.00 Javier $29,635.76 $11,908.96 10 $1,190.90 40%
K 8763 Javier #51106 $5,299.00 $0.00 Unsold Nick #DIV/0! #DIV/0!
8/25/12 K 8765 Suzy #10239 $5,251.00 $1,978.45 $1220 ? Anthony $1,259.00 $373.00 1 $373.00 30%
K 8766 Isabel #49329 $335.00 $335.00 Mayra C. $642.00 $642.00 3 $214.00 100%
I 8767 Suzy #10239 $5,013.00 $201.00 UNSOLD Susy $10,264.00 $2,179.45 2 $1,089.73 21%
8/27/12 - 8/31/12 Week 4
8/27/12 I 4473 Vivian #49518 $173.00 $173.00 RECALL
Total Diag. Total NB # of contracts
Avg.
Contract
Sales %
6. Start
NP
Consult
Sold Start
NP
Consult
Sold Start
$3,899 METAL
hld
1 1 hld
0 0 0 0 0 0 0 $0 0-Jan
0 0 0 0 0 0 0 recall
metal metal
0 0 0 0 0 0 0 recall
recall
0 0 0 0 0 0 0 hld
0 0 0 0 0 0 0 hld
0 0 0 0 0 0 0
0 0 0 0 0 0
1 1
0 0 0 0 0 0 0
0 0 0 0 0 0 0 recall
Prepaid DCI
e
Appt Date Clear/Metal
Total Amount of
Contract Sold (enter
ONLY if sold)
7. New Patients Conversions %
36 10
no tx entered
6x12 , 18pts,lm 8/10/12 1:02
21 10
18 0
18 9
0
was going to
recall
started same day, metal, meta
12x18 wants todo it for daughter, goingon the road to pe
12x24 , just was curious, not really int
was entered by mistake
12x18 mom will ask dad, works at italian restu
6x12 tx time, 150 down because of no socia
appt for contract and start for aug 30 , 1
not intrestead, curious about qoute thr
didn’t want braces
started aug 8 metal metal
6x12, called on 8/8 rp said she will call us
recall
recall
18x24 doesn’t want tx, going with venee
Reason for Unsold (notes)
HLD qualified
HLD qualified
hld approval
hld approval
D/C Conversions
0.00%
Cash / Credit - Conversions
Insurance Conversions
Non - D/C Conversions
6x12 , 21 pts,lm 8/10/12 1:02
phase 1,lm on 8/10
recall
18x24, dad out of town, don’t call back.
didn’t want braces
#DIV/0!
50.00%
47.62%
Overall Conversions
27.78%
8. FTE
General Office
192
Front Staff (5) 432.5 1st - 15th
Employee
Total - Hours
Worked
Over Time
Rate of
Pay
Paid Out
Mayra C. 40 $11.56 $462.40
Mayra G. 87 0.25 $9.50 $826.50
Suzy 32 $14.25 $456.00
Vivian 88.98 0.73 $9.53 $847.98
Kiran 33.25 0.75 $9.00 $299.25
Silviano 7.75 $8.50 $65.88
Anthony 87
375.98 1.73 $2,958.00
Back Staff (6.5) 562.25 1st - 15th
Employee
Total - Hours
Worked
Over Time
Rate of
Pay
Paid Out
Adolfo 80.97 $10.00 $809.70
Della 54.5 1.5 $17.00 $926.50
Mini 56 $8.75 $490.00
Maria 88.7 $10.00 $887.00
Sheila 62 $10.00 $620.00
Silvia 48 $14.25 $684.00
Ladonna 71.5 $9.00 $643.50
Audrey 79.75 0.5 $12.60 $1,004.85
541.42 2 $6,065.55
9. Total Office Hours 917.4
Total FTE's Allowed 994.75
Over/(Under) (77.35)
Total Paid Out $9,023.55
Total Production $64,736.00
Payroll % 13.94%
10. Office # 192
Date 6/1/12 6/2/12 6/4/12 6/6/12 6/7/12 6/8/12
# of Drs 1 2 2 2 1 2
Majors 2 7 3 5 5 9
Minors 3 6 5 5 6 6
Total 5 13 8 10 11 15
Expected Total 10 20 20 20 10 20
Over/(Under) (5) (7) (12) (10) 1 (5)
Fill-in All Non-Highlighted Cells Above and below
Office # 277
Date 6/2/12 6/4/12 6/6/12 6/11/12 6/13/12 6/16/12
Starts per day 2 1 4 4 4 2
Starts month to Date 2 3 7 11 15 17
Projected Starts for
month 20 15 23.333333 27.5 30 28.333333
Expected Total 30 30 30 30 30 30
Over/(Under) (10) (15) (7) (3) 0 (2)
Production For Starts 2400 1200 4800 4800 4800 2400
Fill-in All Non-Highlighted Cells Above and below
Activations on the
EAB 39 39 41 38 33 31
Activation prod. Per
day 4095 4095 4305 3990 3465 3255
Total Production for
Day 6495 5295 9105 8790 8265 5655
Projected Production
for Month
71445 52950 91050 87900 82650 56550
Production Goal 65977 65977 65977 65977 65977 65977
Over/(Under) 5468 (13027) 25073 21923 16673 (9427)
12. 192 BMN
N/P Total Patients Diagnosis New Business Production
Payer Type
Cash
Dentical
Credit
Insurance
Prepaid
DCI
TOTALS 0 0 $0.00 $0.00 $0.00
Doctor Office Shift / Hours Diagnosis New Business Production
Dr. Bui
Dr. Teves
Dr.
Dr. ALI
Dr. Opinga
# of Doctors
Pedo Pt. Down Payments
New Patients 0 Total Payments
Treatment Pt.
Recall Pt.
Unsolds