(S2) Plan for Financial Independence
$125.00Plan for Financial Independence™
Use this Excel Workbook to plan for yourfinancial 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
$59.00Owner 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
$119.00Equipment 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
$59.00Compliance 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
$59.00Case 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
$89.00Service 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
$207.00$175.00Consistency and Compliance Package
Includes items P4, P5, and P6 (15% savings)
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(P2) Management Statement
$230.00Management 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
$69.00Potential 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
$388.00$330.00Financial 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
$79.00Position 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
$79.00Practice 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
$89.00Business 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
$129.00Mentorship 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
$87.00Hiring 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
$583.00$495.00Staff Development Toolkit Bundle
Includes Items E1-E7, plus a pay scale planning tool (15% savings).
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(P1) Fee Analysis
$500.00Fee 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
$79.00Practice 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
$39.00Conducting 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
$79.00Associate 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
$99.00Associate 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
$35.00Associate 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
$213.00$181.00Associate 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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