Practice Growth Opportunity Checklist

📣 New Patient Flow

0%

Online booking system active and prominent on website+$18K/yr

Google Business Profile fully optimized with recent photos & posts+$25K/yr

Patient referral program with incentives running+$30K/yr

Regular social media presence (3+ posts/week)+$15K/yr

Online reputation 4.5+ star average with active review responses+$22K/yr

🔄 Patient Retention

0%

Automated recall and reactivation system in place+$28K/yr

Treatment plan acceptance rate tracked and optimized+$35K/yr

Patient satisfaction surveys conducted post-visit+$12K/yr

Automated appointment confirmation and reminder system+$20K/yr

Hygiene recall rate above 85% tracked monthly+$32K/yr

💰 Revenue Per Patient

0%

Treatment plan presentation training for clinical team+$40K/yr

Comprehensive exams documented and presented at every recall+$25K/yr

In-house dental membership plan available for uninsured patients+$35K/yr

Cosmetic dentistry services actively offered and marketed+$45K/yr

Sleep dentistry or Botox/aesthetic services offered+$38K/yr

⚙️ Operations Efficiency

0%

Practice management software fully utilized across all functions+$18K/yr

Morning huddle conducted daily with production goals reviewed+$22K/yr

Overhead tracked and reviewed monthly with detailed reports+$15K/yr

Staff productivity metrics measured and incentivized+$20K/yr

Block scheduling implemented to protect high-value procedure slots+$30K/yr

📊 Financial Optimization

0%

Fee schedule reviewed and updated annually to market rates+$35K/yr

Insurance contract renegotiation conducted in last 2 years+$40K/yr

In-house lab procedures performed (crowns, appliances)+$28K/yr

Specialist referrals kept in-house where possible+$45K/yr

Ancillary services added (whitening, night guards, ortho)+$32K/yr