PERFORMANCE INSPECTION-CHARLOTTE

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PERFORMANCE INSPECTION-CHARLOTTE

CLINIC AND CLINIC EMAIL

CLINIC

CLINIC EMAIL *

Date / Time of Monitoring

Date

Time

Person Reviewing *

First

Last

WC on Duty *

First

Last

Doctor on Duty 1 *

First

Last

Doctor on Duty 2

First

Last

METRICS

ATTRITION

ATTRITION PERCENTAGE LAST 30 DAYS

ATTRITION PERCENTAGE MEETS EXPECTATIONS

YES
NO

CONVERSIONS

CONVERSION PERCENTAGE LAST 30 DAYS

CONVERSION PERCENTAGE MEETS EXPECTATIONS

YES
NO

NEW PATIENTS

NEW PATIENTS LAST 30 DAYS

NEW PATIENTS MEETS EXPECTATIONS

YES
NO

REFERRALS

REFERRAL PERCENTAGE LAST 30 DAYS

REFERRAL PERCENTAGE MEETS EXPECTATIONS

YES
NO

DIGITAL CONVERSION LAST MONTH/SO FAR THIS MONTH

DIGITAL CONVERSION MEETS EXPECTATIONS

YES
NO

CALL SCREENING

SCREENING OF CALLS

Activity as Expected
Not Properly Addressed
Other Issues

Notes:

CARBON

HOW ARE WE DOING WITH CARBON?

Appears to be well managed
Calls not done in a timely manner
other issues

Notes:

ARB'S

HOW ARE WE DOING WITH ARB'S?

Activity as Expected
Not Properly Addressed
Other Issues

How Many ARB's

Comments

DAILY LOG

HOW ARE WE GENERALLY DOING WITH THE DAILY LOG?

Well Done
Not done correctly

DAILY GOAL CORRECTLY CALCULATED?

Well Done
Not done correctly

WC Needing Support

First

Last

Comments:

CASH HANDLING

HOW ARE WE DOING WITH CASH HANDLING?

Business/Petty Cash Correct
Problem with Business Cash
Problem with Petty Cash

Comments:

ADVANTAGE

HOW ARE WE DOING WITH ADVANTAGE?

Emails Scheduled
Ample Testimonials
Problem to address

Comments:

REFERRALS

REFERRAL PERCENTAGE LAST 30 DAYS

Referrals

Enough
Not Enough

Comments:

REVIEWS–TESTIMONIALS–WEBSITE

Google Reviews

Enough
Not Enough

Comments:

Website

Correct
Needs Work

Comments:

TESTIMONIALS

Correct
Needs Work

Comments:

AXIS CALLS AND DOCUMENTS

HOW ARE WE DOING WITH AXIS DOCUMENTS/UPLOADING/UPDATING?

Seems fine
Needs work

DOCUMENT Related Comments

AXIS TASKS / CALLS

HOW ARE WE DOING WITH AXIS CALLS?

Being Made
Not

Axis Related Comments (copy)

MONTHLY TASKS

DEPOSITS

NO PROBLEMS
ISSUES TO ADDRESS

LEAD RECAPTURING EMAIL IN SENT MAIL

NO PROBLEMS
ISSUES TO ADDRESS

PETTY CASH RECONCILED

NO PROBLEMS
ISSUES TO ADDRESS

MONTHLY TASK COMMENTS

OTHER COMMENTS

Other Comments As Necessary

Should you need to provide more detailed feedback or if you want a response, please feel free to leave a detailed message here.

Name *

First

Last

Phone Number

Comment or Message *

CLINIC