You got into ownership for freedom, not chaos. If the practice feels like a messy room and you do not know where to start, here is the first pass with a trash bag and a plan.
Track these every week: production, collections, new patients, visits, reappointment percentage, treatment planned, treatment accepted. When one dips for a few weeks, it is a signal to investigate, not a reason to panic.
Install three simple checklists:
-
Beginning of day
-
End of day
-
Downtime
Start with the end of day. Verify that cash, checks, and cards match your software totals. Have the front sign it and put it on your desk. You do not need to do the work, but you must verify it was done.
Give your practice quality time: block recurring CEO time each week to review those seven numbers and the checklists. Clarity beats anxiety.
In our latest episode, we walk through the exact weekly dashboard, the wording for those checklists, and the six questions that align your team so they actually stick to the plan. There is also a story about how the numbers quietly revealed a leadership issue before it became a crisis.
 |
Thank you everyone, I hope you are all doing well! Thanks for your continued support of the podcast!
