Monthly Goal Setting for the Chiropractic Team

Chiropractic Team Goal Setting

At the beginning of each month you want to see that your team sets new TEAM GOALS.  You can also set individual goals privately at a different time, but TEAM goals are most immediate and important.

Each goal setting session always begins with a REVIEW of the past month. This gives the opportunity for the group (or individual in individual goal setting) to explain how they did and how they did it. And it gives you the opportunity to listen and then give some feedback. The feedback could be praise, or otherwise.

After the review, set the goals.   Group goals should be simple, usually just Office Visits and New Patients, though Collections can also be included. IMPORTANT: Let the group set the goals. You should negotiate the goals, but it has to be theirs.  Once these goals are set, ask the group (or individual) how they/we plan to achieve these goals? Get at least 3 action steps.

The last goal should include a “greater purpose” goal or two. This could be a party at your house next Thursday night, Betty, the Front Desk Coordinator will give a book report on one of the books in the Lending Library at next month’s Team Goal Setting meeting, and a check to see who is going to volunteer for working at the food bank next Saturday evening.

Why? You should also spend some time discussing why you have these goals. This takes you back to your MISSION.  Numbers for numbers sake is a soulless and goalless pursuit.

 In sum:

  1. Review last month’s numbers. Were they up or down from the prior month?  Ask.
  2. Then, ask why? Get the team to figure it out. Let it be a brainstorming session if possible.
  3. Let them tell you and you listen and question as needed.
  4. Acknowledge. Praise or show disapproval, as appropriate.
  5. Then ask for action steps to achieve goals.
  6. Then, get a few “greater purpose” goals.
  7. Then, continue with the rest of the staff meeting, such as announcing upcoming events, miscellaneous, etc. Include some discussion about WHY these goals are important.
  8. Do the same for individual team member’s right after the Team Goal Setting, or soon after.

 For more information on how this procedure is done, refer to the webinar called the Fast Flow CEO.

2013 Chiropractic Team Training – Live Teleclasses – at Petty Michel & Associates

Ms. Phyllis Frase and Ms. Dana Pittner will be presenting 10 special training classes for chiropractic teams in 2013.

Petty Michel & Associates
Phyllis Frase and Dana Pittner
Chiropractic Team Teachers and Coaches

These classes will be offered free of charge when sitting in for the live session. (Fees may apply for viewing the archived edition)

Classes will be held on the third Tuesday of every month from 12:30 to approximately 1:45.

March 19, 2013- What Makes Chiropractic  So Special?
Getting Oriented With Chiropractic Basics: History, Science – Art – Philosophy, Key Terms.

April 16, 2013 – Extra-ordinary Service:
8 basic everyday actions to deliver WOW to your patients.

May 21, 2013- 7  Ways To Educate Your Patients During Your Day – And Why.

June 18, 2013- Over the Counter Collection
Strategies and Tactics.

July 16, 2013 – The Secrets Of Scheduling:
Cluster booking, and multiple scheduling the right way.

August 20, 2013 – Recall Systems that Work.

September 17, 2013- What You Should Be Telling Your Doctor.
What your doctor doesn’t know that you should tell him/her, and why.

October 15, 2013- Leadership Role in Chiropractic

November 19, 2013 – Purpose, Procedures and Checklists: How To Improve Your Skills And Success In Chiropractic.

December 17, 2013- Your Golden Future in Chiropractic

To Register Please Visit the Calendar of Events and follow the instructions.

For all classes register immediately by selecting the class(s) of your choice on the calendar and click the Register Now link below the class description.   You will automatically, via email, receive your special log-in access number where you can participate via computer, or by telephone only.

*** Each class will require a new access number and a new phone number. To attend the conference, all you have to do is call the number from any phone, enter the access number, and you will be in the class.

If you are a PMA client, you will receive  a special email during the week before the talk with the access number and new phone number. You can also find this information on the PMA Member’s web site at www.pmamembers.com.  It will be a posted a few days before the teleconference.

For questions, please give us a call at 1(414) 332-4511.  Or Email!

Faster To Tomorrow

Road to Your Chiropractic Goals in 2013

It comes at you fast. 

The New Year. Like a fast train, you know it’s coming, and suddenly, it is already whizzing past you.

Actually, each year it comes by faster.  You may not have yet fully had a chance to finish all of last year’s work, or set your chiropractic goals for the New Year.  But nothing slows down the advance of this New Year – and before you know it, it will be spring.

And come summer and fall, what will you have changed in your practice? Probably not as much you would have hoped for.  Why? Because change is coming at you so fast it’s almost too much to keep up.

And it’s not just you that is experiencing change – our whole world is changing. Faster and faster.  The political noise and tumult we hear constantly are just the symptoms of the conventions of the old grating up against the realities of the new.

Ray Kurzweil, whose predictions have been mostly correct over the last 20 years or so, predicts that by 2045 we will have computers that will be able to teach themselves so fast that the speed in which they learn will reach infinity.  This is a very rough description of the Singularity he describes in his book. (The Singularity Is Near: When Humans Transcend Biology)

           “An analysis of the history of technology shows that technological change is exponential…  There’s even exponential growth in the rate of exponential growth…  The twenty-first century will see almost a thousand times greater technological change than its predecessor…”     – Ray KurzweilSingularity

In other words, change is changing exponentially.

This New Year of change is faster than ever before.  But if we move way out beyond all the hue and cry of chiropractic philosophy, “evidence based” chiropractic, “injectables”, politics in and out of the profession, the rah-rah and rock and roll, there is a quiet universe waiting of healing and success which we may only get glimpses of.

In my opinion (IMHO) … it is a world which you, the chiropractor, have always been in. It is not a matter of reaching your goal as a healer. You are already there. Science in fact is catching up to what  D.D. Palmer talked about as the 19th Century rolled naively into the 20th.  Bruce Lipton, a professor in biology who once taught medical students at a medical school here in Wisconsin, after his research and similar epiphany, now teaches chiropractors at a chiropractic college.  He gave a wonderful presentation at Life West Presentation in San Francisco in 2012. I was there and heard him. (Spontaneous Evolution by Bruce Lipton)

Bruce Lipton

Bruce Lipton with Ed Petty
Ed Petty and Bruce Lipton

But the truth is, you, as a chiropractor, are already there. You have already ridden the wave and, to some degree, are on the other side of the Singularly.  You may not  fully realize this, the full power and truth of your profession, and I certainly don’t pretend to.  Well, maybe you do since you are reading this, but probably most doc’s don’t fully appreciate what they have with chiropractic.   But the Innate power defined and used by chiropractors is there. How else do you think it has been able to survive and persist over these 120 years through the teeth of vested interests and vicious and covert attacks – that still persist? (see Doctored, the Movie.) It is certainly not because of the great skill and effectiveness of your national or state organizations (not to discount the good work they have done here and there.)

 And this brings me to the point of this article: you have got to upgrade the architecture and skills of the management of your office.  So, while the healing aspect of your profession is, and has been, way ahead of the times, in many cases your management is not.  Military control of your staff, robotic scripts, referral gimmicks and other relics from the 60’s and 80’s have no place in the future.  Dr. Noope left the building a long time ago.  (Who remembers him?)

For you to succeed, your management and marketing has to be way ahead of the curve. The world is changing so fast that if you are not keeping up, patients will look for chiropractic offices that are.  It is that simple: lead from the future, or perish as an amalgamation of P.T., massage, and G.N.C.

It is now 2013 and by now you may have, or should have set some chiropractic goals for 2013.   The challenge now is getting there. This is also our challenge as Petty Michel & Associates consultants and coaches as well.

This year, our goal is to get you to your goals FASTER.

Faster to the future and faster to your goals. It is a challenge, but we have been developing newer and faster approaches that can help you (and your team) get more done quicker.

We want to help you get to tomorrow’s goals – faster and once there, help you stay there and enjoy the ride.  “Get There Faster and Stay There Happier.”  Yep, them’s our goals!

As the world speeds up and changes faster each day, we can whine about how we are being left behind, stoically assert our principles and pretend everything is just the same, or embrace the changes and in fact drive them forward ourselves.

On February 1st we will be announcing new management technologies to get you to your goals  faster and funner.  Or Funnier.

In either case, please stay tuned.

Your Chiropractic Office Dream Team

No one succeeds by themselves.

Your success will be no better than the team you make to help you get there.

On Thursday, December 13, 12:30 C.T., we will be hosting a 55 minute webinar on how to make your own chiropractic dream team.

We will be interviewing – live – the doctor and staff of a true chiropractic dream team.

Find out what they do to achieve high numbers, profit, and fun.  You’ll hear from the doctor, the billing coordinator and office manager, the front desk coordinator, and maybe others.

Not only will you learn, but you will come away smiling – that’s how much fun they have!  But don’t be mistaken by their good spirits: they are all very productive and see lots of people every day.

We can learn from successes.

Register here:  How to Make Your Dream Team

PS This webinar is for your entire team! Come on over and join us!

PSS Oh, and there is no charge for this webinar. Merry Christmas and Happy Holidays!

 

Get New Patients By Just “Concepting” Them

The stories exist.

It is not talked about much. Most offices don’t know about it, and those that do, often just take it for granted.

But we have seen it happen and it never fails to amaze.

One office I worked with had been doing badly with new patients and office visits. It was March and numbers had been declining since the previous summer. They had tried about everything – new marketing procedures, new staff, but nothing was working.   It was a three doctor office – all good chiropractors and the support team was great.  But everyone was exhausted at trying to increase the volume. They all looked haggard and disillusioned.

The senior doctor and I worked out an ambitious plan to solve the problem. We decided to hold a staff meeting to go over our ideas with everyone.  The meeting lasted about an hour and a half. Everyone brought their lunch and we talked.  We discussed items on the plan and followed an agenda the doctor and I had put together. At the end of the meeting, the mood of the office seemed to change.

Then, the phone starting ringing.

Literally, off of the hook. Existing and inactive patients starting calling in for appointments. I remember that the front desk team scheduled at least 4 new patients before I left that afternoon.  By the time I left, what had been a sullen office in the morning was now an exuberant and festive party of healing in the afternoon.

I am really not exaggerating. Looking over their numbers at the end of the month, the doctor and I noticed that they had their best month ever for office visits and new patients.

Their success was not due to a new marketing or management procedures.  It was because of something magical.

This magical thing – you too have it. You have probably even experienced it a few times. It is not always easy to acquire, but never the less, it is there. If you can grab it, harness it, it will help you towards your dreams.

Our webinar this Thursday, November 15 will cover 8 solid steps to uncovering your magic that can help you boom your office – and your life.

The power that made your practice is the power that can heal and grow your practice.

Learn how this Thursday.

Register Now

Marketing the movie DOCTORED for your practice and community

There has never been a movie like this for chiropractors. Now with this professionally produced documentary on DVD, you have an extraordinary tool to help you educate your staff, patients and community.

It really  is historic.

You can learn more about it on the trailer and of course, by watching the movie. I am not going to give it a review here other than to give it two thumbs up.

I recommend that you use it to educate your office team, patients and your community. Here are some tips on doing so:

  1. It is intended to be shown as a movie and not as a reception room video clip.
  2. Set aside two and a half hours with your team during some down time.  Watch it uninterrupted. No phones, patients, etc.
  3. Afterwards, eat.  Have the food brought it.
  4. Now, discuss the movie. What did everyone think?
  5. Then discuss how best to use it – for patients and non patients. Put together some tentative plans.
  6. Set up two or three special private screenings for 8-10 patients.
  7. Watch the movie with them, feed them and then ask them what they thought and then how they recommend we use this movie.
  8. This now becomes a focus group. You will find that you get good ideas from them that might also appeal to other patients. Plus, they will now be very motivated to bring in more of their family and friends.
  9. Rent a space outside of your office and show the movie for non patients. This requires LOTS of promotion and preparation. Dr. Anthony Ebel has a description with examples of what he is doing this year. See links below.
  10. Over November and December, use the movie internally to generate excitement with your patients. With Holiday and Christmas and New Year retail promotions, we recommend to keep the promotion directed internally.   Then, in Jan and Feb., promote your special screenings to the community.

In the end, I think DOCTORED shows how courageous and committed all of you are who work in and with the great profession of chiropractic.

New ideas and methods that work are often opposed at first before they are generally accepted by the public.   This movie will help get your services more accepted and in fact, desired.

RESOURCE LINKS:

Order the movie and trailer

Movie Trailer trailer of movie, originally entitled: “Medical, Inc.”

Dr. Ebel promotional program

Dr. Ebel’s flier and tickets Front  Back of flier

Interview with one of the executive producers of the movie, Dr. Paul Riegleman from WI (5 minutes) Link

Doctored image you can download for your posters

Dr. Mercola  and comments.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Doctored Flier-2_0001

 

 

 

 

 

 

Doctored Flier-1

 

 

 

 

 

 

“Doctored”– The Movie Shown at October EPOC

I just had the privilege of viewing the new movie, “DOCTORED” in Lake Geneva, WI with the EPOC (Epicenter of Chiropractic) group.
I am sure you have heard of it by now, originally called “Medical Inc.” I know some of you have even seen it. It was great and I would definitely give it a thumbs up. I am not going to review it here except to say that for those of you who have been around for a while, most of the information was not new. It exposed corporation’s greedy control of medicine, pharmaceuticals, food, and the government in an attempt to eliminate competition, including chiropractic, organic food, and other alternative natural health care methods.

It was professionally done and all in all, a good movie – definitely historic as far as chiropractic goes.

But the move is not for us. It is for all the people in your community who are not under care. For them I think it will be excellent.

I also had the privilege of talking to one of the executive producers of the movie (turns out we’ve known him for years!), Dr. Paul Riegleman, and one of the doctors who stared in it, Dr. Tony Ebel.

In the next couple of days, I will send you some suggestions for a marketing plan with input from myself and other doctors, including the doctor who starred in the movie, Dr. Tony Ebel.

So stay tuned. Properly marketed, this movie can be a big boost for your patient volume and create outstanding good will in your community. And maybe just a little bit of controversy. 😉

Are you ready? Good. Stay tuned…

The Chiropractor Versus the Chiropractic CEO

There is a constant struggle in your office.

It is a battle between you as the doctor and you as the CEO.

As the CEO, you want to grow your business. You want it to be profitable, smooth running, and systematized.  You want it to be efficient and providing excellent service.

As the doctor, you want to focus on each patient and their unique treatment program. You really could care less about administrative concerns as these are usually just distractions to your patient care.

Who wins this war between the doctor and the executive manager?

Unfortunately, in most cases, no one.  Usually, the doctor’s duties blend in with the executive duties and the services get watered down and the growth of the office never reaches its full potential.

Without a doubt, the biggest dilemma in practice management is just this:

How can you be the best doctor you can be
and also run your office?

If you had the time (and perhaps the training, but that too just takes more time!) you could take your business to the next level.  But there just isn’t the time. You are too busy as it is.

This was the theme of Gerber’s book, the E-Myth, wasn’t it?

You know you should “systematize” your office procedures, but that still takes time. And maybe this systematizing stuff hasn’t worked all that well for you.

It comes down to roles: how can you be a compassionate and dedicated doctor while at the same time being the CEO of a growing small business?

This Thursday, October 18, 12:30 pm Central to 1:20, we will show you how

Learn how you can, in 5 hours or less each month:

*  Drive your business to the next level
*  Improve communication with team members
*  Help each staff member be more goal oriented
*  Help create a stronger team that is more goal oriented
*  Have more fun in practice
*  Achieve more of your clinic goals

As the doctor, you are taught patient management procedures. You need them and patients benefit from them.

But as a business owner, you also need practice management procedures. Done properly done, your business will benefit.

We will show you how to do it in just over 1 hour per week, on average.

You won’t find this anywhere else. (Hype alert.) This is a culmination of our Marketing Manager System (2001), 3 Goals Management System (2008), and three other management systems which we have incorporated into our consulting over the last 25 years.

Because we feel this process is so important for your practice, we are waiving the fee for this webinar.

That’s right, this is one is FREE. It should be three times the usual price but we want to get it out to you now and fast. We want to help you get a head start on 2013.

But you have to register, so go HERE to do so.

Best regards,
Ed

PS This webinar is for doctor owners only and the office manager or administrative/office coordinator.

 

5 Levels of Administrative Support in a Chiropractic Office

 

Someone in your office needs to be responsible for the administrative duties that fall outside of the usual functions in a chiropractic office of:

  • Front Desk
  • Patient Accounts
  • Hallway/Therapy.

This someone is usually the chiropractor – at least at first. But as the practice grows there is more administrative work to do. The doctor can do it, of course, but he or she should be spending time on adjusting patients and building the office.

The smart doctor knows this rule:

Do what you do best,     
And delegate all the rest.

Some offices have a chiropractic assistant that is called an “office manager.” The role of the office manager is often vague and the duties are varied.  Usually the “office manager” has had very little, if any, management training.

The growth of the business will eventually stall because of this.

Most chiropractic team members are bright and industrious and whoever is assigned the role of office manager usually does her best for the office. Unfortunately, this is not enough in most cases for the office to achieve its capacity and goals.

In 2013 we will be launching a number of new office manager training programs to help doctors and office managers achieve their full potential.

In the meantime, the chart below may help clarify the general range of duties of an office manager. It lists an approximate hierarchy of responsibility for someone delegated by the doctor to perform administrative functions.

A staff member who has another job in the office, for example, front desk, may take on a part time role of Administrative Assistant. As the office grows, she could take on more responsibilities as the Administrative Coordinator, and then finally as an Office Manager. She may have to delegate some of her front desk duties to give time for the extra admin work she now has.

The titles below are intended to demonstrate that there are different levels of administrative responsibility and are not exact.  Your office might just need an admin assistant.

However all doctors need to delegate their management and administrative duties and more offices than not, suffer for lack of well trained and effective office managers.

5 Levels of Administrative Support

Administer = from Latin administrare, from ad- + ministrare to serve, from minister, servant

5. Practice Manager – Similar to a general manager. This role is for a larger office with 15 or more staff.

4. Office Manager –  About 5 hours per week or more, but takes on a majority of the administrative duties and some of the management functions. Supports the staff and the doctor to give better service. Is accountable for office growth and performance.

3. Office Coordinator – Works 5 hours a week on administration. Helps the doctor with management duties, including human resources (hiring, training, etc.), marketing, coordinates with the staff on training, marketing, and other special projects.

2. Administrative Coordinator – Works about 3-5 hours a week on administration. Clerical duties, some important. Helps the doctor with management duties, including human resources, marketing, etc.

1. Administrative Assistant – Works about 3 hours a week on administration. Mostly clerical duties.

Life Chiropractic College West “Call Me Maybe” – Cover

This is a cover (copy) of a popular song from a young Canadian singer by students at Life Chiropractic College in California. It is a little rough, and judging from at least on of the comments, one person found it embarrassing.

I loved it.  Great spirit.

What do you think of it?

Add your comments below. I would be interested to read what you think.

Thanks,

Ed

Link: http://youtu.be/28ZrcYj-VLI

From the Wave, the Mountains, to Your Chiropractic Office

Dr. Bruce Lipton discussing how the environment determines behavior more than genes.

Just returned from a long winding motorcycle trip in the Sierra’s and Coastal ranges of CA. We will be posting some photos of these on the Chiromotorcycleriders.com web page and Facebook pages soon.

Also attended the Wave in San Francisco put on by Life West. The best seminar program I have seen in a long time. Philosophy is needed, but the science presented by Bruce Lipton, PhD., and others, was amazing. I can’t recommend Dr. Lipton’s books enough.

For those of you who know Dr. Lipton, he is a biologist and taught cellular biology to medical students at the UW Medical School in Madison, WI.  In doing pioneering work in cellular biology a few years ago, he realized some basic flaws in the allopathic model of health. He gave up teaching MD’s and now teaches chiropractic students at chiropractic colleges.  He says that the profession of chiropractic, and the works of its founder, D.D. Palmer, was way ahead of its time and are fundamentally correct based upon his and other’s research.

Dan Murphy, D.C; Joe Mercola, D.O.; Gary Null, PhD.; and Malik Slosberg. D.C. were some of the other speakers I caught on Friday. Oh, and of course, Dr. Sigafoose. I couldn’t stay for Saturday.

Chiropractic is fairly unique in that it does have a “philosophy.”  This gives it a soul and a purpose where other professions, unfortunately, have none.

But the nuts and bolts of studies and research that was presented demonstrated that there is abundant evidence supporting the effectiveness and progressiveness of chiropractic.

Scientific evidence is reaffirming and enlightening. At the same time, the “evidence” you need has always been there in the successes of your patient.

A while ago an office wanted me to help them with their marketing. I was happy to meet with them and they said that they had been receiving help from an “evidenced based” consultant. They said they were trying to establish relationships with MDs. I replied that was great – but I also mentioned that they did not need another license to practice chiropractic. If they were seeking permission from MDs and trying to justify their profession with “evidence” when they already had all the proof they needed with their patients, it was no wonder their practice was slowing down.

I might have been a little too direct as I have never heard from them again.

Will be posting some video clips from the Wave soon and will let you know when they are up.

Best regards,

Ed

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This Month’s Webinars – August

 

Office Manager Webinar Roles And Goals: What Are The Key Roles In Your Office? – Thursday, August 16th – 12:30 to 1:30pm CDT
A hidden barrier in many offices has to do with confusing roles and job duties. Clear these up and see how much smoother patients and paper flow, and happier the team becomes.  Small office or big health business, clarify these 7 roles and the numbers will go up.

We will also provide you with a fast test for you to grade your office on how each of these roles is performing.

Register Now: https://www1.gotomeeting.com/register/322088520

Marketing Manager Webinar: Patient Retention: 8 Practical Procedures – Thursday, August 23rd – 12:30 to 1:30pm CDT
Do your patients see you as often as they should? Do they follow through and complete their programs? If not, this webinar will cover eight basic procedures that any office can use to ensure their patients get the care they need.

By now, you probably have heard more than a few different approaches to patient retention.  It certainly isn’t rocket science. However many procedures taught at seminars are just a bit gimmicky, and in the end, don’t work. Find out, or be reminded, of what does work.

Register Now: https://www1.gotomeeting.com/register/311709721

July Webinars- Positive Job Reviews and Practical Chiropractic Patient Education

This month, we have 2 webinars designed to help you grow your practice and provide better service to your patients. These are in addition to our world class expert consulting and coaching, our free articles on our web site and those especially for our clients in our PM/A Members Library.

These are short discussions with plenty of slides and examples, along with follow up summaries.

Register now. Keep training!

  •  Office Management –  How to Do An Employee Job Review For Your Chiropractic Office So That Everyone Wins.
    Are these job reviews really necessary? Do employees get raises automatically every year? Employee reviews are often neglected, or are dreaded by both employee and doctor. This webinar covers the basic steps to make them effective and positive for all concerned.Thursday, July 12, 12:30pm   Registration
  • Marketing Management – Educating Your Chiropractic Patients – 6 Programs that Work.
    Does patient education work? How much of it just a sales pitch by companies to get you to buy their brochures and videos?  Even if it does work, what are some practical steps you can use in our office? We will discuss 6 simple programs that are working to help increase patient referrals and retention.
    Thursday, July 19th, 12:30pm  Registration

****To view the calendar and/or register  for our other webinars as an active PM/A client or guest, please go here: LINK 

An Introduction on How to Make Your Own Chiropractic Infomercials

All marketing is communication. But it is a special type of communication.

A report of findings is at least partly marketing. The manner in which your phone is answered is marketing.  In fact, everything you do that promotes your services is marketing.

Remember that the purpose of marketing is to create — or support —  exchange.  

That is why we market our services – to increase or support the level of exchange going on between patients and your business.  Marketing sends OUT communication so that people can come IN for services so that you can give OUT the services.   It’s really physics, but that is another tangent.

On another level, our higher purpose for marketing has to be a sincere desire to help more people.

But the point is – it is an OUTFLOW of communications that helps bring an INFLOW of patients so that you can provide and OUTFLOW of services.

Much of this is done in how you educate of your patients and your community.

The education should be factual and honest, of course. It should contribute to the increased health of those you are educating. But, it should also help create more, or support existing, exchange.

And education is usually the least expensive forms of marketing.  A care class for new patients – how much does that cost?

 

Community Education: What Worked And What Didn’t

 

This same approach can be used externally to people not yet patients.  One time tested approach that worked was to use a number of different channels to educate the community on a hot topic.  We call this the Community Education Program.

At one time, for example, carpel tunnel was the “new” worrisome condition.  We would put a column in the local paper about this condition, listing 3 to 4 home remedies, and the last remedy was to come in and see us.

In the column we also would cross promote our very short radio program: “Listen to “Health Tips with Dr. Joe” every Thursday on WXYZ at 12:20, just after the Farm Report.”  We also promoted our special workshop on “Home Remedies for Carpal Tunnel.”

We would plan these several months in advance and have them all organized. It was a marketing system, which we always recommend.

We also promoted these in the office as well for friends of patients. We sometimes would send faxes to office managers of local businesses. There are many different channels that were and are available.

Sometimes the workshop would be empty and sometimes it would be full.  I remember one night people kept coming in seemingly out of nowhere. It was standing room only.  Regardless of the attendance, to the community we were a smart, active and helpful office. We became authorities and someone who could be trusted.

We tracked this over a couple of years and found that not only did we get New Patients directly each month on the topic, but new patients from other sources also increased.

This approach had both direct and indirect marketing appeal. Some companies at the time were offering bland newspaper columns for the doctor that while informative, did not sell anything.

So, your education has to have both: good useful info as well as a sales approach.  I never saw these columns work as they were not integrated into a campaign and had no sales sequence embedded in them.

 

The New Fast Infomercial For Chiropractors

 

Remember the infomercial?  They are still used. Exercise programs, for example, often use this format to sell, or nutrition products sold around a fake discussion group or with a “scientist.” A more honest approach is used by Dr. Mercola in his newsletters and videos that provide good info and often promote his products as well.

The idea is still the same: offer useful tips but also sell your services or products. Every magazine does this. In fact, every media does this.

With our Community Education Program we now making our own infomercials. Using a hand held camera and YouTube, we can show you how to record your Health Tip and post it on the Internet.  In a later article I will outline more specifics on how to do this but a fast summary of the benefits and procedure are as follows:

Benefits:

Your own video Health Tip gives you fast high rankings on Google and likely on other Internet search engines. It establishes you as an authority, as someone who is helpful, knowledgeable, and friendly.  Patients can refer their friends to watch you and people looking for health solutions can find you. You appear trustworthy.  This is a very inexpensive process that you and your staff can do.

And the main benefit: you’ll get more new patients!

Procedure:

  1. Select a condition or health topic that you are interested in and that people in your community are also interested in.  For example, pinched nerves, weight loss, flu and colds, childhood vaccinations, ADHD, TMJ, etc.
  2. Look it up and get some current statistics on the subject.
  3. Come up with 2-4 helpful home procedures that can help with the condition, or some action steps to take.
  4. The last tip is to come in and see you for a no charge consult, screening, conference, etc
  5. Work out the script.
  6. Post an outline of the script on a white board.
  7. Practice.
  8. Get someone to record you while the outline on the whiteboard is next or behind the camera. (Other tactics are to down load a prompter to your smart phone, have someone use cue cards, or just go impromptu.)
  9. Upload to YouTube.
  10. Use key words and geographic terms  and link to appropriate sites.

That’s it.

Takes a couple of hours in all every month.  Pretty soon, you are known as THE place to go for natural health care solutions.

Oh, and one other thing… these are fun to do!

So get to it and have some fun and more patients.

Chiropractic Spinal Screenings as an Educational Process

How to Generate New Patients from Chiropractic Health Screenings

For health and marketing purposes, a screening is a step by step process of first discovering if a person might have a problem or condition that may need further looking in to.  If there any indication of a possible spinal related problem or condition, the screening is there to also help the person become more aware of their health condition  so that they want to do something about it.

It can be done at any type of a venue, from a health fair to a casual meeting.

It is a sequence of actions that that ultimately ends in the “screenee” making an appointment to come in for no risk introductory service, such as further testing or a workshop.

The example below, taken from our PM&A webinar on screenings from 2012, shows the steps taken during a screening. It is important that each step is taken sufficiently in order for an appointment to be made.

Screening Steps

The actual screening itself is a process of enlightening a person so that they see that they might have a spinal related condition, if indicated, and if so, realize how it might affect them. Also, if left untreated, what the long term affects might be.

They are now ready to be encouraged that they really should do something to address the problem, no matter what!  Offering them an introductory service as a no risk beginning solution now helps them “solve” their ethical dilemma of just what should they do about their condition. This could be a service at your office, or with another provider at another location. Your professional integrity should always be maintained.

There are three general types of “screenees”: roughly 80% or so are not ready to get help with any health conditions, 15% or so are almost ready, and about 5% are ready to do something. Your target is to work with the 5% that are ready. You may be able to influence some of the 15% that are almost ready, depending on your skill in screening. And with your professional and friendly presence, in the long term, you can also influence some of the 80% that are not and may never be ready to see you, but do have families and friends that they are now more likely to support seeing you because of their good experience with you at the screening.

Below are 6 simple steps that can be remembered and used. It is also a good idea to practice these to improve your skill and to train new Screening Technicians.

For more information, please watch or listen to the Fundamentals of Effective Screening Procedures on our PMA Members site from April 19, 2012.

The Art of the “Screen”

  1. Find Out More – about the condition.
  2. Find Out the Affects – of the condition.
  3. Look at the Future – of the condition.
  4. Do something  — about the condition.
  5. Offer a something to do – about the condition
  6. Appointment for something to do – for the condition.

More
Affects
Future

Do
Offer
Appointment

*Screenings are always the responsibility of the doctor and conducted in accordance with local statutes and professional standards.

The Theory of Constraints: How Bottlenecks Can Suffocate The Growth Of Your Chiropractic Practice And What To Do About Them

Do you work hard but you just don’t get as far as you should?  The reason may be that you are running into unseen bottlenecks that are choking off your production and suffocating your growth.

Here is an example: One doctor we worked with a few years back had a small office of about 1000 square feet. He was seeing about 140 visits week but wanted to see more. He felt the problem was not enough promotions generating more new patients.

We visited his office and noticed that he already had a decent amount of marketing underway and he was getting external new patients. While his marketing could have been more effective, it wasn’t that bad.

We noticed that the reception area was tiny and mentioned this to the doctor and suggested he move to a larger office. He had his mind made up.  He did not want to get a larger office because he had heard of doctors seeing 300 O.V.’s per week in 1000 square feet with very low overhead and he wanted to do the same.

So we set up a special focus group and personally interviewed his patients. The primary complaint was that the reception area was too small. The patients interviewed said that during peak hours there was no room for them to sit. They said that they felt that he must be too busy and therefore they would not come in to see him because he was full, and that they referred their friends to other offices.

Well, with this information, the doctor finally decided to move into a new office with a larger reception room.  Shortly thereafter, his office visits shot up to an average of 225 per week.

There are a number of lessons to learn from this story. One being not having a fixed opinion of how things should be based upon hearsay, or what may work for one doctor may not work for you. But the biggest lesson has to do with capacity. And, there are many examples of capacity restraints that we often uncover in our consulting and coaching work over the years.

Bottlenecks can occur at the front desk, in the therapy area, and in the insurance department. They can occur with the patient flow, with paperwork or in doctor time.

The theory of capacity management, as expounded by Eli Goldratt and explained in his books, including the best selling The Goal, discusses the theory of capacity constraints as applied to a manufacturing environment.  The same principle applies to a health care facility.

According to Goldratt:“Capacity is the available time for production.” A bottleneck is:  “what happens if capacity is less than demand placed on resource.”

 

SOME CHIROPRACTIC EXAMPLES:

  • Peak Periods. Between the 4-6 pm slot, where there is extra traffic, additional staff or increased capacity is not always provided. If staff feel that patients are waiting too long, or that they are not able to handle all the traffic, they may unconsciously hope the phone does not ring or another patient walks in. In turn, should someone new call or walk in, the quality of service may be poor.
  • Paperwork.  Older forms may not meet the current needs, be redundant or even hard to read.
  • Poor scheduling of patients: (not cluster booked, not booking for NP or paperwork)
  • Doctors waiting for therapy patients. (No therapy staff or therapy after adjustment)
  • Front Desk doing insurance and scheduling at each visit (no multiple appointment plan or Prepayment plan)
  • Not enough exam rooms
  • Clutter in front desk/insurance area
  • Quitting time. After a long day, all staff and doctors are looking forward to leaving and really don’t want extra patients to call or come in.
  • Backlogs. Undone reports from two summers ago, partially completed projects, cluttered desks or office space, all discourage an increase in production. You only have so much mental capacity, and if it gets frittered away on projects that are not completed, you will have “too many irons in the fire” to add any more
  • Doctor talking too much. “Table talk” should be about chiropractic, the patient’s need for care, their progress, and referrals.  Now and then, a few questions about the patient’s personal life to demonstrate your genuine interest is good. Aside from that, there is no need to justify your services with lots of talking. Keep it moving.
  • “Difficult people”. Some staff, or patients, will seem to drain you of your energy, or consume too much of your time trying to keep them happy. This can “clog” up your day.
  • Doctor too busy doing administrative tasks and micro managing. This distracts him from the work that he needs to do.
  • Doctor’s mind “filled up” with lots of experience and no longer curious or interested in practice.

 

SIX CATEGORIES OF CAPACITY IN A CHIROPRACTIC OFFICE:   We can break practice capacity constraints into 6 categories.

  1. Physical. (For example, not enough rooms, rooms too small, or just too cluttered.)Doctor. (For example, doctor doing billing, answering phones, and micro managing. )
  2. Procedural. (E.G. making 4 copies of each EOB rather than making an electronic back up)
  3. Equipment. (For example, using hand feed copier rather than an automatic feeder.)
  4. Personnel. (Not enough staff, poorly trained staff, barely competent staff preventing you from hiring superior staff, and negative staff, etc.)
  5. Doctor. (For example, doctor doing billing, answering phones,  micro managing, head “filled” with “krap!” )

 

REMOVING PRACTICE CONSTRAINTS

Here are some steps to take to remove bottlenecks.

First, start by determining what is the maximum number of patients that could be seen by the doctor if all he or she did was adjust or treat them.  What is the doctor’s capacity in terms of visits? E.G. 250 visits per week – if all she did was adjust, do SOAPs, exams, and report of findings, with 6 New Patients and 5 returning or re-injured patients.

Then, look at what eats up the doctor’s time.  Then, consider the flow of patients, of paper, and anything that slows it down or gets in its way. Consider patients waiting, paperwork waiting, and any times of the day or days during the week where there is a slowdown or backlog.  Honestly check each category below.

Once you do this, have a staff meeting, explain the concept, and get responses from the staff.

  1. Doctor’s time: What does he do other than adjust patients? Can it be delegated? Can scheduling be improved so that the doctor never waits? Does she have any redundant tasks that can be made into a routine template?
  2. Procedures: Are there redundancies? Is something being done that could be done faster?
  3. Personnel: More training needed, more staff needed, better attitudes needed?
  4. Physical space: Do you need more space? Could things be arranged differently for greater efficiency?
  5. Equipment: Could a new piece of equipment speed things up? Does anything need fixing?

Once you have done this, give yourself 30 days to fix the biggest capacity constraint. Then, reassess. If the constraint is fixed and the flow is improved in that one area, it may have migrated to another area.

For example, a doctor was doing all of the x-rays which took extra time and she was also waiting for patients because they were not “cluster” booked. Solution: staff did all the x-ray work and the doctor just came in, checked, and “pushed the button.” The front desk booked the patients tightly so that the doctor did not have gaps in her schedule. Visits increased by 40 per week, from 160 to 200 for the week because now there was more “room.”

However, now that this was fixed, the bottle neck may “migrated” to another part of the office.  Now, the insurance department can’t keep up with the extra work and a backlog starts to build up in this area.   If this does not get fixed, then the insurance department’s traffic will slow down,  like a traffic jam,  and the office visits will eventually go back down to 160 per week.

 

When your business is not expanding like you feel it should, you may have bottlenecks or hidden logjams choking and stunting your growth. Fixing these and opening up the flow, even at extra cost, will usually greatly increase production and income and be worth it.

If it doesn’t get fixed soon, give us a call.

Sometime

(copyright Petty Michel & Associates 8/27, 2007. Revised 2012. CHMS, Inc.)

A Short History of How Everything Else Has Cost You Hundreds of Thousands of Dollars and (nearly) Killed Your Dreams as a Chiropractor

When you started your chiropractic practice, you took on 2 roles: “Doctor” and “Everything Else.” As your practice grew, you became busier in your role of doctor. That is what you wanted. That was good.

But as your practice grew, your role of “Everything Else” also got busier. This was a distraction from your role of doctor, so you delegated front desk, billing and therapy duties. You still kept the role of “Everything Else.”

As your practice continued to grow with more staff – your role of “Everything Else” expanded geometrically.  This concerned you.

You didn’t think about it much because you enjoyed being a chiropractor and loved your patients, but when you were very busy, you made more money. You could take a vacation with your family, put money aside for your kid’s education, and pay off debts.  Sometimes, you could see yourself producing even more, helping more people, and being even more prosperous.

These dreams didn’t last long. Your role of “Everything Else” became more demanding.  There were more “everything else’s” crying for attention.  There was too much to do and soon you saw your patient volume dropping. Patients were dropping out of care and new patients became scarce. You had lost control.

Other doctors who were experiencing lowered income blamed insurance companies. Or the economy. Or the modern culture.  All you knew was that it wasn’t fun anymore and there was just too much work to do. Work that wasn’t chiropractic.

The fact is, you were never too sure of this role of “Everything Else” and never really liked it all that much. You didn’t have any training in it like you did as a doctor.  And when all of the “everything else’s” starting coming at you, you felt like things were getting beyond your command.

You experienced some staff turnover and now with patient volume down, you didn’t need as many staff. Gradually there was less to do in your role of “Everything Else.”

This cycle may have occurred to you a few times: numbers up, then more stress, then back down. A roller coaster.

  MONTHLY OFFICE VISITS And here is where you may be now.

If you were to add up the amount of revenue you could have made had you stayed at your highest level, or been able to go even higher were it not for your role of “Everything Else”, you might be surprised how much this “Everything Else” role cost you. Hundreds of thousands of dollars.

= = = = = =  =

If this is your story so far, don’t go away. The last chapter hasn’t been written. In fact, your next one might be completely different. Here is an introduction to it:

You read about the chiropractic Executive Freedom Package and started it.

You discover that the “Everything Else” role is really the role of the business executive. It is the role of the CEO.

You realize that all major businesses have an executive and that there are certain skills and tools as a CEO to be learned. These skills have to do with leadership, management, and marketing.

So you learn these skills and get coached on them.  In time, you get better and better at applying them.

You find a staff member and give her the role of chiropractic office manager. You get her continuously trained and give her lots of your less important CEO duties. As she gets better, you give her more.

You get someone to help you coordinate all the marketing. You give him continuous training.

You have staff meetings and get the team on board with managing the office.

All the “everything else’s” are organized into systematized procedures and delegated to your team.

Numbers go up. Your team continues to improve. They are happy about this as they are sharing in the management of the office and its success. Now that all the “everything elses” are packaged up into nice neat systems, you have time to focus more on patient care, future planning,  personal studies, and other pursuits.

You are now a better leader, better manager, and a better marketer, and your business continues to grow. Your team is happier, more people are getting served, and you make more money.

If someone had only told you about the role “Everything Else” and what it really was all about years ago you would have avoided losing so much money and wasted time.

On the other hand, now that you know what the secret is, you are on your way out of the rut you have been in and on your way to greater freedom.

You can learn more about the “Everything Else” role and how to create the business structure that puts you in command with our new chiropractic business Freedom Package here.

 

The 5 Levels of Chiropractic Business Leadership

What level of leader are you?

Join us for a unique webinar on chiropractic executive leadership. This webinar goes over the levels of leadership skills you need to be a successful chiropractic CEO in your practice.  

 We will reference the work by John Maxwell and his book on the levels of leadership. Maxwell states:”… everything rises and falls on leadership.”

Chiropractic does not fail you. Tens of thousands of chiropractors and millions of patients over the last 115 years can attest to its effectiveness.

But just because chiropractic delivers, or just because you are a skilled doctor, does not mean that you are a skilled CEO. Lack of small business executive leadership training has stunted the growth of so many otherwise prosperous doctors.

 Starting in 2012, we have begun a new program focused on freeing the doctor from practice drudgery and high stress roller coasters by beginning an executive training program. We are calling it the Freedom Package.

In this webinar, we will also review an actual consulting case, complete with stats and personnel profiles (all anonymous) demonstrating a level of chiropractic business leadership.

On our panel will be a successful chiropractic CEO of a multiple doctor office for 25 years, Dr. Tom Potisk.

Date: Thursday, February 23

Time: 12:30 Central Time

Prerequisite: Doctors must have been in practice for 4 years or more, and own their own business.

How to Register:

For guests, you may register for this webinar for $65 which includes “5 Levels of Leadership” by John Maxwell mailed to you. Go to the Registration Page below.

 For all active PM&A clients, you can register immediately at the Registration Page link below.

Once you register, you will automatically receive your special log-in access number where you can participate via computer, or by telephone only.

Registration Page

If you’d like more information visit our website HERE.

February Freedom Webinars

Freedom PackageThis is an invitation to get your motor running — and to head out on the Freedom Highway…

We have three webinars this month designed to help you get free from financial and staff stresses, and free to follow your own dreams.

You know…as long as you provide good clinical care, then all you need is effective marketing, a motivated team, and good leadership.  Just three – to be free.

So many of our offices have been surging forward over these last several years and recent months — because they have provided better leadership, team building, and marketing.

Hop on the Freedom Highway with us… and take your patients with you as well. They too want to be free … free of pain and poor health.

FEBRUARY WEBINAR SCHEDULE


**February 9th, Thursday,
  at 12:30CT, we start off with a training webinar on management and team development. We will be discussing how to hire the right team member.

How To Hire The Right Team Member

  • How do you know if you really need more help?
  • How do you promote for another staff member?
  • What traits are best for what position?
  • What about different personality types?
  • Screening and the interview
  • The first 30 days
The presentation is approximately 30 minutes followed by a 30 minute panel discussion with two long time professional C.A. office managers.

**February 16th, Thursday, 12:30CT, we focus on tools and tips for marketing your services.

“Marketing Tools and Tips”
  • How to make Earth Day your Day
  • Powerful internal marketing scripts
  • Report of findings trick
  • Setting up Community Events (Next Month -Lots more on this subject, including screenings)

The presentation is approximately 30 minutes followed by a 30 minute panel discussion.

**February 23rd, Thursday, 12:30 CT, a special Executive Briefing

just for clinic owners.

Executive Briefing: Case Study of one doctor’s attempt to grow his business. What he did right, wrong and what you can learn from his journey.
  • We will show the graphs, report on the personnel, clinical and marketing changes, and tell you what happened and why. An inside look.
  • Learn from others mistakes and success.
The presentation is approximately 30 minutes followed by a 30 minute panel discussion with other doctors.

How to Register

For guests, you may register for all three of these webinars, plus full access to our extensive practice building library for one low introductory fee of $250/mo for all classes.

Guest Registration Form

For all active PMA clients register immediately for these classes at: Active Client Registration.  (Register for each webinar separately. You will automatically receive your special log-in access number where you can participate via computer, or by telephone only.)

If you’d like more information visit our website HERE, or contact Linda via email at Linda@pmaworks.com, or call her at: 888-762-8808  

 

You can also download a calendar for upcoming webinars: LINK 

 

Hope to see you at our trainings and briefing.

Ed

New Medicare ABN Form for Chiropractic Offices

Below you can find a link to a  sample version (in pdf)  of the new Medicare ABN Form that all offices must use starting January 1, 2012. Please download, review, edit name & address, and have your Medicare patients complete this form starting Monday.

If you have questions, see below. I tried to answer them the best I could, but contact me if you are unsure.
Thanks, and Happy New Year!
Dave

NEW MEDICARE ABN FORM – PDF

What is an ABN Form?

“The ABN is a notice given to Medicare beneficiaries to let them know that Medicare is not likely to provide coverage in a specific case. The patient must complete the ABN as described below before providing the items or services that are the subject of the notice.”

What do we need to do with this form?

First, you must put in your clinic name, address and phone number on the form. This is Medicare’s requirement. Have each Medicare patient review the form, check one of the three options, and sign the form. Keep a copy in the patient’s chart for the most current course of treatment.

Why are exams, xrays and therapies noted on the form?

The ABN can be used for both covered, but not medically necessary services (such as a wellness adjustment billed without the –AT modifier) or for non-covered services. Adding non-covered services, such as therapies or exams, helps Medicare patients better understand what will and won’t be paid.

Why is the “Estimated Cost” line left blank?

Because this will vary depending on what you are doing with the patient, whether the patient has a secondary, supplement, or alternative financial agreement with your office. This will be different for different patients. You can either estimate a “per visit” cost or the total cost for care. (per page 4, Form Instructions, ABN).

Please get rid of your older, blank ABN forms. More Questions? Ask Dave!

“Thank You” to All of You Who Work in the Chiropractic Profession

It is that time of year when we take a moment to give thanks and in so doing, we want to say “Thank You” to you.

Thank You Very “Doggone” Much as a matter of fact. Thank you for all you do to care for and help your patients.

You all are part of a great profession that helps millions of people each day. And because of you, chiropractic and the chiropractic way of life has persisted and grown and is now more accepted than ever before.

You are braver than most, work harder than most and genuinely care more for your patients than perhaps other care professionals are allowed to. It could be said that you are the best defense against a drugged zombied society, but it is definitely true that your loving care helps much more than you have been recognized for.

So, just a note to say that we are grateful for all you do.

“THANKS”