Free PinPoint Practice Assessment

Williams Group is proud to offer our new PinPoint Practice Assessment. Based on your answers to 40 thought provoking questions below, Williams Group will provide insight into the strengths and opportunity areas within your practice. By better understanding your practice, you can
improve it.


Fill out our free assessment below to get started.

Pinpoint Assessment

 









# Question Yes Don't Know No
1. My practice has a trade name.
2. I am satisfied with the image my practice has in my community.
3. I wish I had more private paying patients.
4. Our recall success rate is over 50%.
5. Marketing activities in my practice are planned well in advance and tracked monthly.
6. We get most of our new patients as referrals from existing clients.
7. We often have walk-in patients.
8. I spend money regularly advertising my practice.
9. About 25% or more of our patients are new to the practice.
10. Our appointment book is usually filled to capacity.
11. I receive weekly statistical reports from my staff.
12. Our average eyewear ticket is decreasing.
13. Our average patient spends less than $350 during their visit.
14. I have trouble implementing the things I know I need to implement.
15. We fill 2/3 or more of our prescriptions in our dispensary.
16. I have written goals for daily, monthly, and yearly production targets.
17. My staff takes pride in their performance.
18. I find managing my staff very time consuming.
19. We have a problem hiring quality new staff.
20. We have an effective system for training new employees quickly.
21. I can feel comfortable that my practice is being managed well when I am away from the office.
22. My team communicates easily and regularly with few issues.
23. More than a third of my staff joined the practice in the last 2 years.
24. I sometimes pay the price for delegating important tasks.
25. Conflicts arise from time to time between my staff and me.
26. We set aside time for staff training at least once a month.
27. My staff is great at collecting money efficiently, with few write-offs.
28. My practice net profit is greater than or equal to 30%.
29. I know the percentage of my cost of goods sold (COGS).
30. We have recently experienced some cash flow problems.
31. I refer to an itemized annual budget when I make decisions.
32. My employee expense percentages have increased over the past 2 years.
33. I feel confident that I will be financially prepared for retirement.
34. My gross income has increased in the past 2 years..
35. My expense percentages have increased over the past 2 years.
36. I work at least 4.5 days/week.
37. I think that owning/managing my practice is enjoyable.
38. As my practice grows, I work harder to keep up with demands.
39. I feel that I try to fit too much into an average week.
40. I often wish I had more time to spend with family or other interests.



 
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