Be an Expert. Be a Leader.

Be an Expert. Be a Leader.

(S2) Plan for Financial Independence
$125.00 Plan for Financial Independence™

Use this Excel Workbook to plan for your financial security.  Project future living expenses and determine the current and future investment base required to cover your expenses.
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(S1) Owner Business Management Toolkit
$59.00 Owner Business Management Toolkit

Develop effective practice management by establishing responsibilities for each area of practice management. Includes worksheet to calculate owner management compensation.
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(P7) Equipment ROI Analysis
$119.00 Equipment ROI Analysis™

Determine the feasibility of an equipment purchase. Calculate the payback and the rate of return on the investment.
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(P6) Compliance Audit Worksheet
$59.00 Compliance Audit Worksheet™

Calculate patient compliance rates and evaluate the impact on revenue from improved compliance using this Excel Workbook.
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(P5) Case and Treatment Plan Review
$59.00 Case and Treatment Plan Review™

Evaluate the frequency and amount of missed charges in your practice using this Excel Workbook.
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(P4) Service Analysis
$89.00 Service Analysis™

Evaluate the consistency of care between doctors and the consistency of charging for patient care using this Excel Workbook.
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(P9) Consistency and Compliance Package
Original price was: $207.00.Current price is: $175.00. Consistency and Compliance Package

Includes items P4, P5, and P6 (15% savings)
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(P2) Management Statement
$230.00 Management Statement™

Diagnose the health of your practice using this Excel Workbook.

For practices with up to 30 DVMs
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(P3) Potential New Client Caller Log and Summary Toolkit
$69.00 Potential New Client Caller Log and Summary™ Toolkit

Track prospective client callers and determine your scheduling rate, effectiveness of advertising, and effectiveness of your receptionists with this Excel 2003 Workbook.
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(P8) Financial Management Bundled Package
Original price was: $388.00.Current price is: $330.00. Financial Management Bundled Package (P2, P5, P7 – 15% Savings)

Includes items P2 (Management Statement), P5 (Case and Treatment Plan Review), and P7 (Equipment ROI Analysis) with a 15% savings.
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(E7) Position Descriptions
$79.00 Position Descriptions

Enhance employee performance and job satisfaction with career-oriented descriptions for Receptionists, Technicians, Veterinary Assistants, and Pet Care Specialists.
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(E6) Practice Management Position Descriptions
$79.00 Practice Management Position Descriptions

Develop a management team that enables your practice to run smoothly in your absence. Includes descriptions for Hospital Administrator, Practice Manager, Client Care Coordinator, and Patient Care Coordinator.
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(E5) Business Management Position Descriptions
$89.00 Business Management Position Descriptions

Develop a business management team that enables your practice to run smoothly in your absence. Includes descriptions for Hospital Administrator, Business Administrator, IT Manager, Facilities Manager, Financial Manager, Financial Department Staff, and Compliance Manager.
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(E3) Leadership and Mentorship 101 Toolkit
$129.00 Mentorship 101, Identifying Leaders, Build a Leadership Program and Training Programs

Identify leadership traits; mentor and develop your next generation of leaders.
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(E2) Receptionists and Technicians Hiring Toolkit
$87.00 Hiring Protocol, Recruitment Tools, Qualities of Stellar Receptionists, Screening & Interview Questions for Selected Qualities, Interview Procedure

Develop a strategy for finding topnotch team members with long-term potential.
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(E1 – E7) Staff Development Toolkit Bundle
Original price was: $583.00.Current price is: $495.00. Staff Development Toolkit Bundle

Includes Items E1-E7, plus a pay scale planning tool (15% savings).
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(P1) Fee Analysis
$500.00 Fee Analysis Companion Animal

Use the four pricing strategies most commonly employed in Well-Managed Practices® – competitive, value-based, cost-based, and variable to restructure fees and direct clients’ perception of value back to the doctors’ time and knowledge services.

This item is not available by download. Please call our office today at 614-486-9700 to order a customized Fee...
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(E1) Practice Manager Hiring Toolkit
$79.00 Practice Manager Hiring Protocol, Interview Procedure, Qualities of Stellar Managers, Screening and Interview Questions

Successfully hire a stellar Practice Manager with long-term potential.  

Package includes six tools.
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(E4) Performance Evaluations Toolkit
$39.00 Conducting Performance Evaluations, Tips for Great Evaluations, Performance 

Evaluation Form and Self-Development Plan. Help employees realize their potential. Provide crucial feedback and develop goal-oriented employees.

Package includes four tools.
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(A3) Associate Training and Mentorship Toolkit
$79.00 Associate Orientation and Education Guide, Conducting Performance Evaluations,Tips for Great Evaluations, Evaluation Form, and Self-Development Plan

Educate and retain career-oriented associates with long-term potential.
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(A2) Associate Hiring Toolkit
$99.00 Associate Hiring Protocol, Interview Procedure and Questions, Telephone Interview Form, Position Description, Working Interview Assessment, and Talents and Competencies

Package includes 8 tools to assist in your search for finding topnotch associates with long-term potential.
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(A1) Associate Employment Agreement Outline
$35.00 Associate Employment Agreement Outline

Detailed outline of items to consider for an associate’s employment agreement (terms of  employment, compensation, benefits, responsibilities, etc.).
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(A1-A3) Associate Development Toolkit Bundle
Original price was: $213.00.Current price is: $181.00. Associate Development Package

Includes items A1-A3, plus a Summary of the Steps for Transitioning an Associate into Management and Ownership. (15% savings)
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