The Time I Asked a Doctor The “Who” Question?

Posted on July 23, 2024 by Edward Petty

woman multitasking in a chiropractic office

What is the who question?

It was at a large seminar. Maybe Parker, maybe a state convention, I don’t recall for sure. I was talking with some doctors I knew in the hallway when one of the sessions ended. The doors opened, and the doctors who attended the presentation began pouring out of the conference room. One of them joined us.

He eagerly discussed some new promotional projects he heard about in the session. He also said that he learned some new approaches to scheduling and billing. I was interested, so I asked him some questions. Once hearing about the ideas, I said that they sounded good.

But then I asked the WHO question: “Who is going to implement these new projects?”

He looked at me, suddenly changing his demeanor as if I had insulted him by asking him such an obvious and stupid question, and he walked away.

True story. But hey, that’s what we do at PM&A: ask the tough but obvious questions.

Time and time again, we have seen doctors and staff come back from seminars with useful information that never gets applied. And there is a reason for this.

THE MISSING “WHO”

The missing WHO is your manager.

Many practices do not have a functioning manager. And for those offices that do, their manager is usually not operating as fully as they could.

Every practice, whether large or small, has a set of departments or roles. Minimally, these include:

front desk
billing and collections (patient accounts)
and the clinical services of the doctor or provider.

Beyond these, there is a boatload of other tasks that fall outside of the front desk, billing, and doctoring. Who does these? Who organizes these? Usually, the business owner, who is also the doctor, does.

Dealing with these tasks can take up valuable time and energy. And this is expensive. It costs more than most business owners realize. What is a clinical hour worth? $500, $1,000, $2,000. Having the doctor spend time on non-clinical or non-growth-oriented leadership projects is expensive!

There are so many benefits for a practice to have a manager that I have long considered why doctors and business owners don’t create and invest in this position. Even on a part-time basis, it makes practical sense.

I think these are some of the reasons:

Reluctance to delegate: Starting a practice as an entrepreneur, many practice owners are accustomed to handling all aspects of their business themselves and may find it difficult to relinquish control over certain tasks and responsibilities.
Lack of awareness: Some practice owners may not fully appreciate the potential benefits and return on investment that a skilled manager can bring to their practice.
Misconceptions and uncertainties about the role: Is the manager our billing assistant, our accountant, or a glorified assistant? Can my spouse or daughter be the manager? What are their job duties?
Overestimation of current efficiency: Business owners might believe their current operations are running smoothly enough without a trained manager.
Concerns about team dynamics: when someone takes on the role of manager improperly, they can disrupt the team’s harmony.

And especially,

Where can I train my staff member to be a skilled manager?

Because of these reasons, and a few more, we have launched our manager training program. I encourage all practice owners to create the manager position in their practice and then support it. If you are ready, I encourage you to consider our manager training program.

Our program starts the week after Labor Day and is filling up. Let us know if you are interested, and let’s talk soon.

“Based on our largest global study of the future of work, Gallup finds that the quality of managers and team leaders is the single biggest factor in your organization’s long-term success.”

It’s the Manager, by Jim Clifton and Jim Harter

Chiropractic Training Doesn’t Cost – It Pays

Posted on June 13, 2023 by Edward Petty

“The illiterate of the 21st century will not be those who cannot read and write, but those who cannot learn, unlearn, and relearn.” Alvin Toffler

I just returned from a Parker Chiropractic Seminar.

There were some excellent topics and knowledgeable and informative speakers. I met some wonderful chiropractors and staff, attended a few classes, and learned new things. And, as always, was thankfully reminded of old things.

Some doctors brought their staff. This can be expensive, I know. But it is worth it.

Employee education is essential. First of all, it pays off. Case studies of individual companies show that financial returns vary between an increase of 30% to even as much as 7,000%!*

Stats show that companies invest in employee training. For example, on average, smaller companies (from 100-999) spent $1,678 in 2022 and 67 hours per employee. The total spent on employee training in the U.S. in 2022 was 101 billion.**

This means that even if it costs $5,000 to take your team to a training seminar, you should see an extra $1,500 in collections on top of the money you’ve already spent.

People want to do their best but need the knowledge to do so. I often refer to the Self-Determination Theory, which, through research, has shown that all of us have an inherent desire for advancement and improvement. Good training supports this intrinsic goal.

Providing training for your staff shows that they are an integral part of providing patient care and achieving practice success. It demonstrates your respect for their value as team members.

The world is changing mighty fast — as you know. The Parker seminar had two keynote speakers discussing critical social and health-related issues that are rapidly developing and will impact practices. I will report on this next week. Staying current with evolving technology and social trends allows you and your team to stay innovative and in better touch with your community.

Parker has great classes, but there are many other practical seminars. In the fall, most state associations have conferences with training programs within driving distance of your office. And beyond seminars, there are online courses, books, and your personal teaching.

I often encourage doctors to assign staff to read relevant books, sections of books, or specific videos and bonus them for doing so. The staff can present what they learned at a team meeting so everyone learns.

It is easy to feel we don’t have the time or the money to invest in training – for ourselves or our staff. But with deliberate practice and coaching, training improves performance and income.

Like chiropractic, training doesn’t cost – it pays!

Seize the future through study and training,

References:

Toffler: “Rethinking the Future: Rethinking Business, Principles, Competition, Control & Complexity, Leadership, Markets, and the World” (1998m Rowan, Toffler)

She Wanted to Teach Chiropractic Staff

Posted on February 21, 2023 by Edward Petty

Greater Prosperity through Goals, Leadership, and Teaching.

woman teaching to a crowd Effective leaders are, first and foremost, good teachers.
We’re in the education business. — John Wooden

Greater Prosperity through Goals, Leadership, and Teaching

A highly productive and prosperous chiropractic clinic always has a goal driven team for support.

Motivation is directly linked to goals and leadership. When anyone pushes their way towards their goals, they are leaders. And one of the primary methods of leading is through teaching.

This is how you lead your patients to their health goals – you educate them at the initial report, the progress report, and each visit where you Table Talk!

In a Goal Driven Practice, eventually, everyone takes a leadership role. And leaders teach.

Teaching, in and of itself, is motivational.

She Wanted to Teach

I will never forget an outstanding example of this, though disappointing in some ways.

One of our clients hired a woman to be his office manager. She had big goals while working at another chiropractic office but was not encouraged to pursue them. So, she found an office, one that we worked with, where the doctor supported her mission.

She was a powerhouse on the front desk, but also worked with the staff and the doctor on improvement projects. She told him that she would work with him for one year, and if the numbers reached a certain level, she would replace herself, receive a substantial bonus, and move on. However, she had a bigger goal in mind. She wanted to begin a team training program for other chiropractic staff throughout the state.

We worked together on this plan for the entire year. The office was already busy and doing well. But after she started, we saw the volume increase significantly. She was a great team trainer, and after a year, she won her first game. The numbers increased on a sustained basis by over 20%. The owner was very pleased.

The disappointment occurred when she visited doctors around the state to encourage them to have their staff train with her. She also promoted her services to the state association. The reception in all cases was mild. She could not convince the doctors or the association of the advantages of having their staff on a professional training program.

She eventually took a high-paying position at a corporation in another state.

Teaching is Leading

As the chiropractor, and the Clinic Director, you are a leader – and a teacher.

In a Goal Driven Practice, you also want each team member to be a leader. The fact is, in their own way, they want to be leaders. Maybe not on the stage or in front of an orchestra, but leading by actively pushing their way to their goals and the office’s goals as well.

Each one of your team members has professional and personal goals. Just like you do. These goals should align with the goals of the office. You can help to unleash the power of these goals, for yourself, and for each team member, in the following ways:

1. Accept the fact that pursuing goals is leadership. And a function of leadership is teaching.

2. Do your own in-office seminars. Teach your team how to achieve the goals of the office, and especially, why.

3. Meet with each team member and help them write down their professional and, optionally, their personal goals. Then, help them achieve these goals.

4. Have them teach. For example:

a. At occasional staff meetings, one team member can give a presentation on some aspect of their job, a core value of the office, or a chapter in a book or a video.

b. In one year (or two) after they are hired, require all staff to help you give the first half of a lay lecture.

A Goal Driven Practice is not dependent upon the doctor. Instead, it is dependent upon goals and, as such, is more profitable, provides better service, and is more fun to work in.

Seize the future and your goals,

Also, read my book! 😊

*https://www.expressionsofexcellence.com/ARTICLES/wooden_interview.html

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Onboarding for New and Veteran Employees

Posted on December 13, 2022 by Edward Petty

Just Focus on Goals and Expectations

The way you set up the initial relationship with your new employee will directly determine how well they perform in the first year of employment.

I don’t think that this is given enough consideration. You are in a rush to fill a position, and once you have done so, you are now just happy that it is done so you can get back to seeing your patients.

The new employee is given some training, but since everyone is busy, it is very brief and short-lived. As a result, the productivity of the new hire is held back.

New employees are not like plug-and-play appliances. Everything is new to them. The staff, the patients, the jargon, the flow of traffic, the procedures — all these which you take for granted, are to them, new.

The prospective new staff member never really knows what they are walking into. Is this going to be their best or their worst work experience? So, despite their smiling cooperation for the first few weeks, underneath, they may be worried that your business is not for them.

It can take 8 to 12 months for a new staff member to gear up to full capacity and performance. But the critical period in my observation is the first three months.

Orienting, training, and acclimating the new employee to their new job, new team, and new business is called onboarding.

Onboarding – the First 3 Months

You want each team member to be happy working with you and operating at close to their full capacity. This is what you want for yourself, right?

Once you make the decision and the new person is hired, your management work just begins.

A systematized onboarding procedure helps the new employee feel safe, that this is where they belong, and that they are important to you and your office.

As a result, a deliberate onboarding process will “increase new hire retention by 82% and improve the productivity by 70%.” (zippia.com)

I have seen this in action – both the right way and the wrong way!

We provide an onboarding checklist for our clients (which we are updating), but here are some fast tips:

1. Checklist. Assign the new employee a list of actions to be completed over the first 3 months that include orientation, study, and training. The checklist should also be assigned to a veteran staff member to help the new employee get through the checklist.
2. Ongoing meetings with the owner/doctor. You want to have the new employee have a good understanding of you and your history, goals, and plans to achieve them. Do this over lunch or coffee.
3. Relationship with goals. You want the new employee to have a relationship with the goals of the office. Go over:

a. The mission of the clinic and why this is the mission.
b. The clinic and team’s values. Who we are and how we are. (For example, we are care-aholics!)
c. The outcome of the clinic’s services. For example: happy, healthy patients.
d. Mission and outcome of their specific role.

4. Expectancy. They need to know that achieving the goals for their specialized role is what is expected. How they do it is important, but that they achieve them is most important.
5. Regular (weekly or biweekly) coaching reviews.

Re-boarding

You can do a version of this every 12 months with your key veteran staff. Why not?

Next to your skills, your reputation, and your patients, YOUR PEOPLE are your most valuable asset in your practice. Take care of them, especially when they begin, and they will help you take care of the practice.

Staff as Support Professionals and Experts

Posted on August 30, 2022 by Edward Petty

staff experts as professionals “No company, small or large, can win over the long run without energized employees who believe in the mission and understand how to achieve it.”
Jack Welch, former CEO Boeing

There is a direct relationship between motivation, skill, and the outcomes achieved in your practice.

One doctor we work with told me that, after being in practice for over 30 years, he is now getting better results than ever before. I have watched him continue to train, study, and practice his skills over the years. As a result, he feels he is on a whole new level of expertise. He has discontinued most of his external marketing efforts. He routinely sees 100 visits per day and has brought in another doctor to help.

But you, as the doctor, are only ½ of the equation. The other half is your staff. Even if you are the best in your state, if your team is not equally as skilled and motivated in their areas, the quality and quantity of your services will be impacted.

You want everyone on your team to be professionals on the road to becoming experts.

They may not know that this is what is expected. Perhaps they consider their job is, well, just a job. Some doctors refer to their staff members as secretaries or girls. I know! The early 1960’s still lingers.

A Big Shift from Employee to Expert

Make a shift in how your employees view themselves and how you view them as well.

I have been recommending to doctors that when they interview potential employees, they let them know that in 1 year, they are expected to give part of the lay lecture to patients on health care.

I also recommend that staff study and report what they learned at staff meetings. This lets them know that they ARE professionals, should be knowledgeable and need to take responsibility for what they know.

Also, teaching is another approach to learning, as in the adage: “To teach is to learn twice.”

To stress the importance of training, I sometimes ask a staff member to answer some basic questions about chiropractic when I am at a team meeting. For example, I might ask them to define “subluxation,” or “what are the effects of a subluxation,” or what does “pain is the last to show and the first to go” mean? Often, the staff member stumbles or can’t answer. After a tense moment, I lower my head and look at the doctor. Then, I help the staff member with the answer so they don’t feel bad.

I teach a specialized exercise program part-time. Have for years. I have learned that the student’s performance is directly linked to how well I have taught them.

Your Employees are Your Students

Your employees are your students. This is often overlooked by clinic owners and here is why: they are focused on just 2 roles — doctor and owner/entrepreneur.

However, there is a 3rd role most doctors are reluctant to fulfill, which is the manager or CEO.

As CEO, you are responsible for the training and coaching of your team and hence, their performance. This is a style of management sometimes called Servant Leadership or Servant Management.

You want and really need an expert support team. A team of experts support the doctors will greatly improve the quality and quantity of services and make your life much easier. To achieve this, you’ll need to take on the CEO role. At first, this may seem to add extra work to your already busy week. But in time, things improve.

Done right, you will have a Goal Driven Practice driven by a Goal Driven Team. Still, there are real barriers to becoming a Practice CEO and creating a support team of Goal Driven experts.

Look for our new program in 2023 where I will teach the Fast Flow CEO System as part of several Goal Driven trainings for next year.

And if you haven’t purchased The Goal Driven Business yet, do so. Required reading!

Seize your Future,

If you are interested in being part of a limited number of offices trained in Goal Driven Management and the Fast Flow CEO System, click here for updates in the months to come.[ special email category]

How to Hire the Best in 2022

Posted on April 18, 2022 by Edward Petty

Again, its all about the goals.

On occasion, you may need to hire a new team member. We always help our clients with hiring and “onboarding” new employees on our major consulting programs.

We have been hearing a lot about millennials not wanting to work, people don’t want to work, and it’s hard to find good employees.

I don’t buy it. We have been hiring great employees.

You must understand and appreciate the seismic changes that have been occurring in society. The workplace is not what it used to be.

The Assembly Line

I discuss this a great deal in my book, The Goal Driven Business.

The Industrial Age needed an industrial mindset for a workforce. As a worker, you were a cog on the assembly line. You checked out of your life when you punched in and checked back in when you punched out. Not much was required from you…except your brawn and obedience. It was a machine world and required mechanist minds and behavior. The employee worked just as hard so they wouldn’t get fired, and the employer would pay just as little so that the employee wouldn’t quit.

We have long since passed the Industrial Age, but our work culture hasn’t changed that much. The worker at the sandwich shop asks you what you want on your lunch sandwich, the cashier totals your groceries, and the therapy tech at the hospital follows their checklist.

But a reckoning has been on its way for some time.

And that time is now.

Many factors have culminated in today’s “hiring crisis.” It is a perfect wave, of sorts.

OK Boomers

But let’s first dismiss the judgments from the “OK Boomers.”(“OK boomer” is a catchphrase and Internet meme often used by Gen Z to dismiss or mock attitudes typically associated with baby boomers.” Wiki.)

Older generations have always viewed younger generations as flighty, fickle, and poorly motivated workers. I am one of the hardest workers I know, but my dad didn’t think so when I was stumbling around after college trying to find something to sink my teeth in.

While the youthful uncertainties of work may not have changed, there has still been a dramatic shift in our culture.

Financial Changes

Millennials are in debt the way no other generation ever considered. Today’s average college tuition is 31x more than it was in 1969. (1. Yahoo) Total student loan debt is 1.75 trillion. (For comparison, the U.S. Budget in 2020 was 6.6 trillion) with the average borrower owing $29,000.

We have been in an inflationary spiral, with housing leading the way. Generally, the cost of living is rising. The increase in the Consumer Price Index for March is equivalent to an annualized rate of 15.4%, the largest 12-month increase in 40 years. (2)

So, finance is a factor—a big one.

Goals, Values, and Meaningful Work

In 2015 Gallup, surveyed over 80,000 working adults. The majority (51 percent) of employees were unengaged at work, while another 17 percent were actively disengaged, for a total of 68 percent not engaged. That means that nearly 2/3rds of the workforce were dissatisfied with their jobs and ready to make a change.(3)

COVID 19 sent a shockwave throughout the work-a-day world. It jarred employees out of their jobs and they were now free to pursue something more in line with their new values and purposes.

One office we work with recently hired a C.N.A. who had quit their prior employment because they did not want to get the COVID jab. They felt that the medical approach they were forced to follow was not aligned with their own values and goals. As a result, they took a new position at a chiropractic office we work with and now happily feel part of their new family.

Indeed, a hiring company, states:

“A work environment that possesses organizational culture is driven by purpose and clear expectations. This motivates and inspires employees to be more engaged in their work duties and interactions with others.”

One of the major processes we work with the business owners is helping them and their teams delineate their own values that they aspire to each day. Positive team culture can be better created and maintained by regularly reviewing these values.

One very competent employee we recently helped hire for an office was so impressed with the Core Values on the office website that she knew this was her place. She has since joined the team and is a high producer.

Emphasize Your Goals and Mission

Employees want security. They are not necessarily looking to become wealthy, at least in the short term. You may need to review your pay scale for your team and make gradual adjustments in these inflationary times.

But we all have intrinsic goals, which include our values, and these take precedence. Work these out for your business and nurture them often. Stay true to them. In promoting for new staff, communicate your values and just how rewarding it is to work with your practice.

Become Stronger to Withstand Future Reckonings

I anticipate more “reckonings” and seismic shifts in the not-too-distant future that your business will have to weather and overcome. The world is changing quickly. The stronger you are, the better your chances of surviving and thriving.

Read and apply my book, The Goal-Driven Business.
You can also set up a no charge appointment to discuss how we can help strengthen your business and make it more profitable. Make an appointment for a no-charge call consultation here. LINK

https://finance.yahoo.com/news/average-cost-college-jumped-incredible-122000732.html
https://www.investopedia.com/inflation-jumps-again-in-march-2022-5225599
https://news.gallup.com/poll/188144/employee-engagement-stagnant-2015.aspx

The Cobbler’s Wife Has No Shoes

Posted on January 25, 2022 by Edward Petty

The Cobbler’s Wife Has No Shoes

And Your Team Members Have No Personal Health Programs

You have heard the old expression, “The cobbler’s wife has no shoes.” Sometimes it is also said: “The cobbler’s children have no shoes.” Either way, the message is that the shoemaker, or cobbler, is often too busy with his work to spend any time making shoes for his wife and children.

The same can apply to your support team when it does not receive the health services you provide your patients.

Too frequently, I have seen employees not given a personal health program that is supervised by the doctors for whom they work and support. While this is an oversight, I feel it is also negligent. And it can be expensive.

Staff who are ill need to take time off to get well. I have heard about this more in the last year with the COVID protocols of quarantining. Employee absences can impair the quality and quantity of daily services to patients and clients. It can also create backlogs and add extra stress to the employees who try to cover for those who are ill.

There are no 100% solutions to prevent employee illness, of course. But perhaps there is more you could be doing. To start, ensure that each team member regularly receives the same services you also provide to your patients.

Then, I have seen many reports that say keeping Vitamin D levels up minimizes the risk of viral infections. Why not get your staff’s vitamin D levels checked if you haven’t already? It is easy to do and inexpensive. I list a source for testing vitamin D that I have used at the end of this article. (1)

Beyond Vitamin D, there are other supplements that can be taken to bolster defenses in winter against viral infections. The FLCCC (Front Line COVID-19 Critical Care Alliance) has a list of supplements they recommend. You can find a link to them at the end of the article.

And speaking of the FLCCC, if you have not been following them, I recommend you do. (Link at the end of the article.)(3) They are a group of medical doctors and other medical professionals that have spoken out on and advocated for other remedies for COVID other than vaccinations. Pierre Kory, who is the President of the FLCCC, once taught at the University of Wisconsin Medical School and worked at St. Luke’s Hospital here in Milwaukee. (4) (He recently spoke at a rally in D.C. this past Sunday. Link to see a clip of his speech at the end of this article.)

But back to your staff and their health.

We all get busy. I get it. Front and center are the urgent and important matters of our practice which we must deal with directly. But some matters are very important that do not seem urgent. For example, taking care of the health of our staff and ourselves is important, but because it does not seem urgent, it often gets put on the back burner.

Working ON the business is important even though it may not be urgent. And working on the business includes working to improve the health and education of your team members that support you and the patients.

So, keep this in mind: for fewer sick days, fewer quarantines (!?!), and fewer service interruptions, see that each team member is seen regularly by you or by one of the doctors at your practice, and ensure that they are on a health program. And help them follow it. This is no guarantee of less sick days, but it can certainly help.

Having a mission to help people become healthier and relieved of pain is a noble goal. But remember that it applies not only to your patients but to your support team, your family, and yourself as well.

In all ways, try to stay true to your goals!

Goal Driven — Faster to a Better Future!

Carpe Posterum (Seize the future.)

Get the book The Goal Driven Business and apply it. It will help you achieve your goals including better service, more profit, and…more freedom. Be a Health Rebel and grow your practice. Fight Back! The Goal Driven Business

(1) Vitamin D testing
(2) List of supplements recommended by the FLCCC
(3) FLCCC
(4) Pierre Kory, MD, speaking at a rally at Washington DC, Sunday, Jan 23. (Here he is talking last Sunday at a rally in Washington D.C. (Another link to the same clip.)

What Do You Think of When The Phone Rings?

Posted on February 23, 2021 by Edward Petty

This New Year has reminded us of a powerful fundamental principle in practice management and marketing.

It started with an office out West. 2020 was a bad year for them. There was COVID, of course, but there had also been repeated staff turnover and other issues. A once busy office in an upscale mall, it had seen better days. The doctor, staff, and I just could not find a way to get the office going like it once was. New patients had decreased to a trickle. We tried one thing and then another – nothing worked. With little fanfare, sometime in late fall, the lead doctor finally resolved a long-term personal challenge that had been haunting him for years. Not much seem to change in the office, but when I got the numbers for January and plotted them, they were literally off the chart. Somehow, doing nothing really that different, the office saw its highest number of new patients since it began, over 20 years ago.

Just last week, we had another reminder. Over in another part of the country, an office had been struggling with some recent procedural changes, and December and January (last month) saw its lowest new patient numbers in years. Ordinarily a high volume two doctor office, the first week of February wasn’t looking any better. We got together on a conference call to sort things out. Then, the team got together for a comprehensive meeting with doctors and staff and worked out confusions and log jams, focused on the mission and its WHY. Just a few days ago, the second week of February, they reported their highest number of new patients in months.

What does this tell us?

A few years back I wrote an article that I think explains this phenomenon.

== == == == == == == == ==

What Do You Think About
When the Phone Rings?

You are sitting there, trying to finish your notes. You hear your phone ring. You are a bit behind. Maybe slightly irritated by an arbitrary denial of an insurance company and you haven’t yet planned out tonight’s evening with the family, spouse, or friend.

The phone rings again.

What are your thoughts? What are your feelings?

Do you kinda wish it wouldn’t ring? Is it a bit of an interruption? Do-you-just-want-to-answer- the – dang-phone-to-stop-the-ringing-so-you-can-get-back-to-your-work?

Essentially, your thought is “Stop.” It is: “Don’t call me.” “Phone, don’t ring, don’t interrupt me!” I am sure this has happened to you – even if ever so slightly or subconsciously.

Now, imagine if your front desk has these thoughts when the phone rings?

To some degree, even the most devoted and hard-working staff can reactively feel put upon by phone calls. Or, in fact, by walk-ins. Or, in fact, by any patient encounter. I have seen this happen on the front desk when the doctor was busy with patients. But remember, this can happen with even the most ethical team member, including you! I have seen doctors do this often. (Extreme examples: “Oh, only two patients coming in on Saturday, go ahead reschedule them. It is MY office, and I can do what I want.”)

Our thoughts can and do determine our behavior and affect how we treat others. Our environment mirrors our thoughts.

Going back to your front desk, realize that the staff on the front desk have tremendous control over the office, nearly as much as the doctor does. The front desk can be a magnet for your patients and attract or repel them.

When the phone rings, you want your front desk, and all staff, including yourself, thinking “YES.” “Call me. Phone – ring now!” “I can hardly wait to talk to this person and see how they are. I am interested in them and how they are doing. I want to help get them to come in for care — and their family too.” “They must be really really cool and nice if they are calling us.” “I WANT to know more about them.” “I am grateful for their call and appreciate the effort they made in calling us.”

These are good thoughts. These are positive thoughts that can help bring in more patients.

You can practice this with your staff at a team meeting.

For example, someone acts as the prospective patient calling. The person acting as the front desk assistant should answer the phone with the attitude of really not wanting to talk to the person. Act it up. This can be funny. Try it a few times.

Then, do the same rehearsal with the front desk assistant positively anticipating the phone call, wanting the phone to ring, and then eagerly answering and talking to the prospective patient.

Keep the role-playing brief. You can and should do it again. It should be fun and act as a reminder to one and all that we should want to meet new people, talk to existing patients, and look forward to phone calls. We can always dismiss the occasional telemarketer or wrong number.
This can also be rehearsed in other types of patient encounters, from taking the new patient back to the exam room, sitting down to do a financial consultation, or checking a patient out and collecting their payments.

And speaking of how our environment does mirror us, here is a little trick you can use. Get a real mirror, about 4 inches by 4 inches, and put it at the front desk counter so that the team member can see it. You can write something on it like: “Are My Teeth Showing?” “Am I Smiling?” And staff, you can also put one of these in your doctor’s office on any day that he is feeling grumpy. It applies to us all.

So, the next time the phone rings, smile. Be interested and curious in who is taking the time to call. Make your thoughts happy so they help create an office that is brilliant, colorful, and full of happy patients.

It Pays to Be an Expert. Are You One?

Posted on August 21, 2018 by Edward Petty

Hi and Summer Greetings!

A vital component in our 3 Goals System is the importance of becoming an expert.

I’ll cut right to the most immediate reason:

Research shows that experts in any field or role make more money.

In high complexity jobs like professionals, the top 10% produce 80% more than average and 700% more than the bottom 10%[i].

But this is also true in less complex jobs, where it was found that the top 10% of workers produce 25% more than the average, and 75% more than the bottom 10%.

Aside from high school interns that help file and run errands, all the roles in your office are high complexity.

So, how do you become an expert?

A Desired Goal

Becoming an expert must be a goal that is desired to be achieved. It should be a core value. There must be a commitment to be an expert.

From the book, the Talent Code[ii]:

With the same amount of practice, the long-term-commitment group outperformed the short-term-commitment group by 400 percent. The long-term-commitment group, with a mere twenty minutes of weekly practice, progressed faster than the short-termers who practiced for an hour and a half. When long-term commitment combined with high levels of practice, skills skyrocketed.

Most employees in offices do not intend to become experts. It has never been a requirement for any job they have ever had. Plus, it is characteristic of modern culture to not value mastery. Why go through the long and uncomfortable task of becoming truly skilled and produce quality outcomes when it has never been expected of them?

Plus, I believe that through advertising we have been encultured to think in terms of instant gratification – I can get a “meal” through the drive-in at McDonald’s and replace that broken appliance through Amazon Prime.

And providers… you too are often so distracted by organizational issues that, well, good enough is good enough. You get fine results, right?

But I will remind you of Clarence Gonstead.

He continually worked at developing his skills and methodology. Everything else followed, including thousands of patients, so many in fact that he had to build a hotel next to his clinic for those coming from out of town.

Deliberate Practice

Keep your own checklist of procedures and work on them. Find how you can improve the manner in which you perform the most important tasks – and then improve some more. Much like you were practicing a musical piece on the piano or working out how to run the high hurdles faster – practice.

And the key is deliberate. Take some aspect of your job and work – deliberately. You might be surprised on how you might have taken some procedure for granted as working but when you examine it, you discover that there is a lot of room for improvement.

Research shows that doctors who have been in practice for twenty or more years do worse on certain objective measures of performance than those who are just two or three years out of medical school.

The reason for this is that doctors working day-in and day-out can begin to go on automatic because their work no longer pushes them out of their comfort zones[iii].

Find a Coach – Be a Coach

Coaching others will help you master your own skill. An old phrase applies:

“To teach is to learn twice.”

Seek out a coach, or coaches and mentors and learn from them. Have a “beginners mind,” or “Shoshin” — a term used in Japan meaning no matter how much you already know, always train as if you are beginner.

Schedule Training Time

Whether it is watching a webinar, reading a book, coaching a teammate, or reviewing an x-ray with a colleague, block out the time and interruptions. This is sacred time. Just a few minutes each week can produce definite results.

I know… I talk about this all the time …and will continue to do so as it is one of the least expensive methods to improve your business and increase income. And I know you also know this! So, this is just a friendly reminder to train and encourage your team to become experts.

I suggest your goal is to create a team of experts, and… and Expert Team!

Training Sayings

I have been keeping a list of “training maxims,” or aphorisms. I have listed a few on the next page.

Just for fun, could you offer others?

Stay curious and keep training!

References

[i] Hunter, J. E., Schmidt, F. L., Judiesch, M. K., (1990) “Individual Differences in Output Variability as a Function of Job Complexity”, Journal of Applied Psychology

http://psycnet.apa.org/index.cfm?fa=fulltext.journal&jcode=apl&vol=75&issue=1&page=28&format=HTML

https://80000hours.org/2012/09/how-good-are-the-best/

[ii] The Talent Code: Greatness Isn’t Born. It’s Grown. Here’s How. by Daniel Coyle

[iii] Peak: Secrets from the New Science of Expertise by Anders Ericsson

Ed’s Training Maxims

I am working on some sayings, or aphorisms on training and study. I have come up with a few.

Don’t cringe…!

Can you add any?

Educate – Don’t Terminate.
Don’t Complain – Just Train.
The more you learn — The more you earn.
Don’t Curse – Rehearse.
Don’t fight – Enlight!
To attain — You gotta train.
Don’t be on the dole — Be an expert in your role.
Become unchained — Go get trained.
Don’t choke your team! — Just provoke the dream.
Some will see it — Others will flee it.
Live the dream – Create an Expert Team

Not mine, but good ones:

To teach is to learn twice
“I hear and I forget. I see and I remember. I do and I understand.”

Special Offer from Phyllis for Parker Dallas 2018

Posted on July 25, 2018 by Linda

Petty, Michel and Associates has always been a long time promoter of the Parker Seminars. Many of their systems and beliefs coincide closely with the 3 Goals methodology and are very beneficial for building a strong chiropractic team.

Phyllis Frase-Charrette has been a long time Parker Team Speaker as well as consultant for PM&A. She has an early Bird Special that expires July 31st! Register your CA’s now for Parker Dallas Seminar and have them attend Phyllis’s session. You won’t be disappointed!

Visit Dallas Parker Seminar 2018 Special for more information.

Download the Parker Dallas 2018 Flier for more information or visit Parker Seminar Dallas web-site

The 3 Key Ingredients to Motivating Your Chiropractic Team

Posted on May 8, 2017 by Edward Petty

Most of your staff are not engaged in the success of your office. Most of them JUST DON’T CARE.

At least that is according to a 2015 Gallup report that interviewed over 80,000 working adults.

The report showed that there are twice as many “actively disengaged” workers in the workplace as there are “engaged” workers who like their jobs. The percentage of U.S. workers in 2015 considered engaged in their jobs averaged 32%. The majority (51%) of employees were “not engaged,” while another 17% were “actively disengaged.” (“Actively disengaged” means that they are actively sabotaging their work.)

But let’s say your office is different, which I am sure it is. You are motivated enough to read this article and I am sure that is reflected by your team as well. But all the same, take a look with me at the level of motivation of your office.

How was your last team meeting? Were you there? Was everyone sitting on the edge of their seat and contributing new ideas and plans on how to reach new goals in the office? Or, were most everyone pretty silent?

Sure, your employees smile and look busy when you are around, and often work hard and they do care. But really, how much?

What would your office be like if the motivation, creativity, and level of pro-activity was always very high at “10,” or even ranged from 7-10? If they felt that it was “their” business, where they took responsibility for the quality and quantity of outcomes, and regularly worked to improve the business – and themselves?

I have been reviewing the subject of motivation for some time, from my own experience over the years and from what social scientists have reported.

I have incorporated certain principles into a new system of business management that are specifically designed to unleash everyone’s innate motivation – including business owners like you!

Motivation is the foundational in a chiropractic office, or dental office, acupuncture – even with therapists and other service firms. It is a bedrock for any healthy practice and business.

Here is one very useful principle specifically about motivation and how you can use it to generate more engagement – and productivity — with your team.

3 Goals System of Business Management: Principle #5

Self-Determination and Motivation

Everyone wants their own sandbox to play in.

You do. This is one of the reasons you went to school – and why you started your business.

We all want to have something that we can call our own where we can create and demonstrate our competence. What we get in return is feedback that we can do something good, that we have power, that we can make something beneficial happen, that we can … make a positive difference. If only to ourselves, we can say: “Look what I did. I did this. This is my creation.”

You can see it in children, for example, when they bring you their colored scribbles on crumpled pieces of paper to proudly show you their great work of art. This is their sandbox.

Of course, we all work for money. But we also have deeper motivations that if tapped into and nurtured, can be very powerful. By harnessing these motivations, and then linking them with others who have a shared goal, we can create a dynamic team driven business that is very profitable.

This has been explored by social scientists who have studied what has come to be called Self-Determinism Theory. I have also seen it in action. Essentially, it states that we all have innate drives and inherent needs that motivate us to be more self-determined rather than determined, or controlled by, outside forces.

External motivation, like the fear of being fired, can only motivate us so far. Threats, criticisms, negative reinforcement may produce short term action, but in the end, they demotivate, or worse.

The level of employee motivation has a tremendous influence over the success of your business.

An unmotivated staff, one that only becomes engaged to the level of “I will perform just good enough so that I don’t get fired or criticized,” will weigh the office down.

Self-Determinism Theory (STD) has three components, all of which easily apply to your business. These are:

Autonomy
Competence
Relatedness.

And by the way, while reading this, consider how this also applies to you as well!

Autonomy

You do not want your treatment plans second-guessed by a clerk in an insurance company. Neither does your front desk want you breathing down their necks about where all the patients or practice members are, or why they used the blue pen. You should train and educate your team, but then get out of their way and let them succeed or fail.

Think of helping a child ride a bicycle. Sure, they will need your help for a while. A push now and then. Perhaps some training wheels. But you will have to let them fall down a few times and allow them to get the courage to get back on the bike and succeed. You can continue coaching them to improve, but you must let them go.

Even if you see employees appearing idle, or having brief personal discussion with another employee, back off. Tolerate minor errors. Give your team some rein. Come back around later to coach them and train them to improve. Mostly educate them on the mission of the office and of their roles, and get them to understand what outcomes they are supposed to be producing. Once they see that the statistics measure their performance, they will be more self-directed and want to do all they can to win the game!

We all want to be free to create our own enterprises, even if we work for someone else. As long as what we do is in line with the purpose or mission of the business and our role, there should be no problem. This helps us demonstrate our competence, which is the next element of Self-Determined Theory.

Competence

Doing a good job, all by itself, is its own reward. It pushes away self-doubts and shows us, and others, how good we really are. It is positive reinforcement.

And the better we can do a good job, the better the results will be, which demonstrates to us just how awesome we truly are! Plus, as we increase our skills, we also will find that our duties are easier to perform.

Your team wants to improve their skills. Help them do so.

Sign them up for seminars, webinars, give them monthly reading assignments, and give them a coach or three of them. But this has to be done in conjunction with your supervision. You will need to guide them through the training so that they see how it applies to their roles and the business as a whole. Quiz them on what they are learning and have them give presentations to the team on what they are learning. The old maxim applies: “to teach is to learn twice.”

And where possible, make sure they earn certificates and can wear pins or insignia that testify to their competence. This goes along with Game Theory – people win at one level and then want to go to the next level. They want their “badges.”

Business owners throw staff into their jobs and expect them to produce with little or no training. Without exception, the offices I have seen that provide more training and coaching for their team — do better. Companies spend an enormous amount on employee training. $161 Billion in the U.S. last year (trainingindustry.com). And, it pays off.

One study showed a comparison between car companies and how many hours they trained their new employees: Japan spends an average of 364, Europe averages 178, and the United States – 21 (Pfeffer –The Human Connection).

And you can guess which country has cars with the best frequency of repair record.

Children want to be super heroes and wear their capes.

Don’t we all!

Relatedness.

This is the feeling of being connected – and there are two aspects to this.

Family. First, “relatedness” is the feeling of not being left out of the “loop” and of being included. Staff meetings help with this as does the general work environment. This is the sense that we are in this venture, job, and profession together. That we are part of a family.

Keep your team involved with your decision making. Give them some of the issues you are dealing with and encourage their input. They are stakeholders – it is their office too!

Greater Purpose. The other aspect of relatedness is that people generally want to be associated with a greater purpose. The more that each member can connect to the greater purpose of the group and make it their own, the more motivated they will be. Taking it a step further, if employees have higher goals of their own that coincide with the organization’s and they are allowed to pursue them within the organization, there would be no reason for employees to work anywhere else.

Train your team, let them own and creatively improve their own areas – and help to do the same for the entire office. Nurture camaraderie and a spirit of family – and always remind them – and yourself — why we are doing what we are doing.

Do this, and not only will your business be more successful, but you too will be more motivated and have more fun in the bargain.

# # #

Self-Determination Theory: Basic Psychological Needs in Motivation, Development, and Wellness. Ryan, R. M. & Deci, E. L. (2017) and Why We Do What We Do: Understanding Self-Motivation Paperback – August 1, 1996

© Edward W. Petty, From the upcoming book: “Three Goals: A New Practice and Business Building Methodology That Is Simpler, Faster, And More Effective and Fun than What You Are Doing Now.” By Edward Petty, due to be published sometime before the Singularity. © May, 2017

Phyllis To Speak at Parker Seminars – Las Vegas

Posted on December 16, 2016 by Linda

Phyllis has been on the Parker Seminar speaker circuit since before starting with PMA. She presents a powerful presentation to motivate and inspire doctors and staff alike.

Coming to you from Las Vegas Nevada, February 23-25, 2017, Phyllis will be joining other colleagues in the chiropractic profession to bring a well rounded presentation of new patient procedures, billing and coding, obtaining referrals, handling objections, creating great patient experiences, and much more specifically designed for your Chiropractic Assistants.

Don’t miss out on this amazing lineup of CA Speakers:

Kathy Mills Change, MCS-P
Phyllis Frase Charrette
Becky Walter
Heidi Farrell
Holly Jensen
Brandi MacDonald

For more information or to register visit parkerseminars.com

or download the flier here: Parker Seminar Flier

“Ichi-go Ichi-e:” The Springtime Secret to Improving Your Chiropractic Practice

Posted on March 23, 2015 by Edward Petty

The best chiropractic businesses excel at the basics. Too often we can take the fundamentals of practice excellence for granted and go off to chase the “shiny” things, forsaking the powerful potentials right in front of us.

So here is an organic reminder that you, and all of us, can immediately put to use to help us keep growing and groovin’.

Most of us enjoy spring…flowers blooming, birds singing. It is new. It is creative. It is a beginning.

Life goes in cycles – everything has a beginning, a progression, and an ending. Some cycles are longer – every twelve months the tulips come through the winter mud. Some are shorter – each day the sun comes up and we have a new cup of coffee. But nature endures through cycles.

Unfortunately, we don’t always follow nature in our offices.

If you are like most of us, you don’t really start your day. It sort of happens and you just go along. You walk into the office a see what the appointment book offers you. Based upon the urgencies of the morning, you make your way through to the afternoon until you can leave to go home in the evening. But do you really end your day or does it linger with you as you go home, or even stay with you till the next morning?

Most of us are stuck in the blur of stretched out cycles that are blended one moment to the next so that there is never any real beginning or never any real ending. One phone call in the middle of a busy afternoon is very similar to the one you had in the morning…everyday for the last three years. This adjustment to this patient is just too similar to the one you gave…3,000 times before. One moment blurs to the next.

Jim Parker, of Parker Seminars, used to talk about “PTC”, Present Time Consciousness, as a key element to practice success. A practice can suffer because, over time, our consciousness gets stuck in past moments, strung out so that we have less consciousness in the here and now. When you greet your patient, you are not as “here” or as conscious in the present as you might have been the first month you were in practice, or the first week you were on the job. And your patients know it, at least on a subliminal level. They can have a sense that you are disinterested in them and so end up leaving and looking for a doctor who is.

Each encounter with each patient should be new. It should be its own cycle. Each phone call, each adjustment should be unique, separate, as if it has never happened before.

The Japanese have a name for this: “Ichi-go Ichi-e.” Roughly, It means “one time, one meeting” — that this one time will never happen again. It is its own time. It is special.

What would happen to your practice if each day – today – was brand new? Like spring. If this week was the first week you were finally able to see patients after years of preparation?

First of all, you wouldn’t be bored. You wouldn’t be burned out, worried, or angry. Why? Because you are just starting and you have a chance to create the practice anyway you want.

So, what causes us to lose our “PTC” and fall into doldrums? How can we stay in the “now” and be creative each moment we are with our patients, each other, and our loved ones outside of practice?

First, watch out for the backlogs. They are energy dumps. Try to complete your work when you are doing it. Patient notes, insurance reports, filing…try to get it all done as soon as possible. You see, when you start to put your consciousness into a cycle you don’t really get all of it back until you complete that cycle. So, every pile of paperwork and partially completed job that is lying around the office will gradually draw your attention into the past.

Spend a weekend applying the 4 D’s: With each task: Get it DONE, or DELEGATE it, or DUMP it in the trash can. Not all jobs can be completed now, and so some can be DELAYED with a time noted to complete it.

Here are some other steps to make each moment new:

Early to Rise. Begin your day a little earlier… with a walk or a book, some music, meditation or prayer.
Morning Group Planning. Begin your day in the office with a case management meeting, reviewing who is coming in, what special actions need to be coordinated. Maybe add a joke to keep things from getting serious.
End Each Encounter. After each patient contact, end the meeting in your mind.
Interest. With each new patient contact, genuinely find something interesting and new about them – their appearance, their week, something about their story.
Business Coach. Meet with your business coach and review your business and make plans for the next month.
Get Away. Get away on a vacation with your spouse, or a sabbatical and seminar for yourself. ( I’m heading out to Cal Jam this week. Hope to see you there!)
Un-Serious. Do things in your office that are different, fresh, and new. One office has a “fruity Friday” and offers fruit to the patients. Avoid the deadly disease of “seriousness.” Tell a joke, be silly.
The Four D’s (again): Do it, Dump it, Delegate it, Delay it. Avoid backlogs.

Some of this takes discipline and creating rituals to help ensure these actions take place

But you are part of nature and spring is already in your heart. You just have to let it out, like a song that is ready to be sung or a jig ready to be danced. You already have the creative spark of newness inside you.

So just breathe.. and let your spring happen today and each day. And help others to do the same.

Carpe Diem and Happy Spring!

–Ed

8 Fast Tips on Chiropractic Team Training

Posted on March 9, 2015 by Edward Petty

$70,000,000,000.

That is 70 billion dollars and was the amount spent by corporations last year (2014) on personnel development in the United States. Corporations spent $130 billion worldwide.(Reference below.)

Large corporations recognize the value in developing and training their employees as a good investment. This fact also applies to smaller businesses but is not always acted upon.

I have often seen production held back due to poorly trained, educated, and motivated support staff. Here are some fast pointers on training your team.

1. CULTURAL BARRIER
Your team may not consider themselves as professionals. Perhaps you don’t consider them professionals either. Some doctors still call their staff members “girls.”

But we have long since passed the Industrial Age and have moved through the Information Age to the Networked Age. We are in a knowledge and networked economy and offices that do the best operate as a team of professionals.

In hiring and then training your team, you may be dealing with an unconscious cultural set of values that places health care service workers as “Girl Fridays.” The front desk, rather than having the challenging role of increasing the office visits through her or his skill, can be looked at as an underworked secretary and receptionist.

This idea can be harbored by both employee and employer and as a result, no one has the goal of training to becoming a professional.

It may take YEARS for your staff to become experts, but that should be their goal and yours as well.

As the CEO of your business, ensure that your team members understand that you want them to become experts and leaders in their field. Then, make sure they get good monthly training in-house, at seminars, receive coaching, attend webinars, and study books.

2. KNOW-IT-ALL BARRIER
This applies more to newer employees, but it can apply to all of us. When starting a new job, the new employee must understand that while their past experience may be useful, for now, they are a “freshman” and they need to learn as if this was the first job they ever had. In Japanese martial arts (taken from Zen Buddhism) there is a term called “Shoshin”, meaning “beginners mind.” Even when you are a black belt, you should always strive to learn as if you were just beginning with no preconceptions.

3. ROLES AND GOALS FOR TEAM TRAINING

Team member. (Defined by mission statement and company core values.)
Specialist. (Front Desk, Patient Accounts, Therapy, Etc.)
Marketing. (We all sell health.)Remember that each role…has a goal.

4. END IN MIND
Training begins and ends primarily on the purpose of the role as well as on the outcomes of the role. If these are really clear, the team member can better understand the details. Too often we start training a staff member on HOW to do the job rather than WHY. Train on the WHY first and often as we all can get caught up in the details and lose sight of the end goals and our mission.

5. ENGAGEMENT
You might find that many people, staff and patients, do not have the best study habits. Staff members will nod in agreement when you ask them if they understand how to do something you just explained. They will think they understand how to do a procedure, yet when the time comes for them to do the task, they don’t do it.

Because of this, training should include participation and engagement. We all learn by doing. All training should include quizzes, challenges and or practical exercises that require the team member’s demonstration of what they’re studying. For example:

Terms. Clear up the terms. You would be surprised how many of your staff cannot define even the basic words such as “health”, “subluxation”, “toxic”, etc.
Have them demonstrate a concept. Rehearsing, role playing, quizzes, or requiring demonstrations can help your team become engaged with the information and more skilled in application.
Training frequency. Ideally, team member training should take place weekly. Maybe you cannot get the whole staff there, maybe the veterans only go once or twice a month, but the rookies can get short sessions weekly. Make sure the time is uninterrupted.

6. EDUTAINMENT
All training should be entertaining, fun, and motivating. Challenging is fine, as long as each individual leaves the training with the feeling of accomplishment. OK to be serious now and then, but in the end, it should be enjoyable.

7. LENDING LIBRARY
Make sure you have a full library of books and movies about health for your patients. This is also for your staff. Give your team members a $30 bonus for a book report given at staff meetings and a $10 bonus for every report on a DVD from the library. All staff should watch Doctored, for example, and then discuss it.

8. ROI
Keep in mind that team training does take time, but it offers a positive return on the investment. Team members become more motivated and their moral goes up as their competence increases!

Team training does not cost… it pays.

[1] Forbes.com forbes.com/sites/joshbersin/2014/02/04/the-recovery-arrives-corporate-training-spend-skyrockets/

10 Practice Development Strategies for Chiropractors in 2015

Posted on December 31, 2014 by Edward Petty

[If you think that you could make more money selling pharmaceuticals, injecting patients with vaccines and promoting flu shots in front of your office, these recommendations are not for you. For those matters, you might want to ask Palmer Chiropractic College or the Wisconsin Chiropractic Association for their opinions.]

What strategic moves should you be taking now to make sure that you have a better year in 2015 and in years to come?

After reviewing current literature and statistics, and based upon my observations and experience, I have put together a report which makes a number of recommendations that can be helpful to you. I have also included an extensive list of references for your further study.

The report contains a lot of information and so it is only for the serious practice executive. It will be a useful resource for you to refer to while you implement some of the suggestions I offer. Reading time is about 15 minutes. It offers new views on practice marketing, management, and leadership, with 25 specific recommendations. To go straight to the main course, go here:

Here is a shorter version:

Executive Summary – 10 Strategies to Prosper and Flourish in 2015 and Beyond

1. Know Your Environment. The Medical-Pharmaceutical industries are spending more to dominate the market place. Their efforts are becoming more pervasive in reach and more covert in manipulation. At the same time, wellness statistics continue to grow. More people are turning to organic foods and are focused on wellness.

2. Marketing Positioning. My recommendation is to embrace the popular movement towards natural health and own it. Be its champion. You are the Healthy Life Doctors. This is your niche.

3. Unique Selling Proposition. Stay committed to your core services, but articulate your Unique Selling Proposition to your specific market niche(s). Not everyone is your patient. Select certain markets that are already reaching for your type of services: people fed up with drugs, baby boomers who want to stay healthy, mothers who want to avoid drugs for their children, athletes, employers who want healthy employees, etc.

4. Get More For Less. Watch your economics but don’t get stuck in a scarcity mindset. Central to economics is a return on investment -ROI. Invest in yourself and especially in making your support team expert professionals. Learn and apply the Pareto Principle (how 80 percent of your results come from just 20% of your efforts).

5. Insurance or Cash? Yes! Take insurance but don’t kowtow to the Insurance Cartel. There are millions of people who want help and can pay for it and are just looking for a solution. You have to let them know that you have their solution.

6. Shift from Personality Driven Practice to Team Driven Business. The successful offices of the future will be team driven and systematized. Each team member has to be an expert as a specialist, as a team member, and as a marketer. And each should try to achieve this as well. The doctor will delegate most marketing and administrative details to others.

7. Shift from Solo Practice to Group Practice. For those of you who are ready, you should join forces with other doctors in a group practice. This has not had a lot of success in the chiropractic profession as it has in other professions, but the time is right now to band together synergistically as brothers and sisters. There are many good reasons to do this now. However, it has to be set up — and maintained — correctly.

8. New Role: CEO and Leader. Why do CEO’s get paid so much? Because they can make such a positive difference in the business. Up to now in your career you have taken on administrative and marketing projects mostly from the role of doctor, or perhaps owner. The CEO role probably has not been emphasized. Shifting to the role of CEO changes everything. Growing a business becomes easier, you have more time available, and you make more money.

9. Seek Out and Integrate Your Greater Purposes with Your Business. The power for your office, and you, comes from those things that mean the most. This would include your family and your spiritual pursuits. But our world is smaller and we live in a networked economy and culture. Your office, in its own right, has to be a leader in your community and environment and contribute in some way beyond its walls. This also includes having a voice in your professional organization. Your greater purposes also include your personal hobbies. Since you are not working on an assembly line, many of these purposes should be integrated into your work.

10. Get an Executive Coach. Why does corporate America spend over a billion dollars on executive coaching? Because the return of investment proves to be at least 7 times, and in some cases, 10-49 times cost. Executive coaching doesn’t cost – it pays.

An executive coach is different from a clinical coach. An executive coach will help you be a better CEO – a better leader, marketer and manager who builds a team driven business which allows you to delegate most non clinical duties. He or she will help you sort out what tasks will produce the greatest positive effects for your business, and help you get those tasks done. He or she will be your partner, counselor, confident, coach, teacher, drill instructor, and friend.

The future has never looked brighter, but the challenges are not slight. This makes your success all the more important – and sweeter.

Ed Petty

Giving Thanks – Appreciating Each Other

Posted on November 25, 2014 by Edward Petty

I know you are busy now.

We all are.

We fly through our days, adjust and treat patients, make our calls, do our paper work, and then rush out to our personal lives.

But often we are like bus drivers, driving so fast that we drive past of our bus stops where our passengers are waiting for us.

So this is just a short note to remind each of us to stop, now and then, and say thanks. (And I know you know this, but a gentle reminder never hurts.) Over here in the U.S., we are celebrating Thanksgiving Day, so it is a customary holiday for us. But we really need to give thanks daily.

Gratitude is a powerful attitude and a feeling that we can use and regularly adopt to make our lives better. But its practical application derives from the fact that it is a basic recognition of a deep truth that we probably too often overlook.

The truth is that we are given so much — and that there is so much goodness in the world that deserves our appreciation.

And so this is a note to also let you know that all of us at PM&A are truly thankful for the work each of you do.

We know how hard you work and we know how much you help your patients and your community and we sincerely honor it. In fact, it is the reason we do what we do.

Unlike other management companies, we have seen you in your offices, talked to your staff, and know your numbers. We know that you don’t really get the appreciation that you deserve, but thankfully, you are not waiting around to receive “thank you” cards! Each of you are too busy helping others.

You really are the leaders in health care. You haven’t sold out. You are strong in your principles and motivated in your mission. And so are we. How each of us arrived in this line of work — who knows? Perhaps it is part of a plan, or a calling… but here we are.

I think it is safe to say that each one of you also appreciates the good work of each other across this planet in helping others get better naturally – even though you haven’t all been introduced. We are all connected by our basic efforts to help others get healthier.

And when you think about what we are all doing to help others, there certainly is a lot to be grateful for. It can almost give hope that the world can be, and will be, a better place.

With much gratitude and best wishes,

Happy Thanksgiving to one and all.

Swiss Army Knife of Chiropractic Practice Development

Posted on October 30, 2014 by Edward Petty

Ever see a one of those Swiss Army Knives?

I have one. It shows up now and then in one of my drawers. I always forget how many applications it has and I am always surprised when I keep pulling out more.

Well, there is a particular practice building tool that works like a Swiss Army Knife for your office.

It is inexpensive, almost free, yet this one tool serves many purposes more effectively than most anything else you can do in your office.

You could call it the Swiss Army Knife of Practice Development.

Once you, and your team, and especially your patients watch Bought, you will understand the power of the Swiss Army Knife of Practice Development.

This one tool can be your most effective marketing procedure. It can be your best therapeutic modality or ancillary service. It can also serve as your best tool to boost team productivity.

But like with my Swiss Army Knife, it can easily get taken for granted and NOT USED.

I can guarantee that IF you energetically use the Swiss Army Knife of Practice Development, your patients will stay with you longer, they will get healthier, your team will be more productive, you will generate more patients, and, yes, you’ll see your collections increase.

What is the Swiss Army Knife of Practice Development?

Education.

Education brings about an increase of awareness and results in a motivation to make a change. It does this for your patients in terms of improving their health, in motivating them to get others to use your services, and in helping to make your team even more purposeful.

You know chiropractic and what it does for people. Each day, miracles occur. It gets almost routine. You know how chiropractic works and you know why it works. Your patients do not. And most of your staff only have a general, and perhaps forgotten understanding.

By educating your patients you are fortifying them with knowledge that makes them aware of the power of your services and the importance of continuing care. It counteracts the propaganda they receive in the form of hundreds of ad impressions we all receive each day for drugs and bad food. It increases their awareness and will motivate them to not only continue with their care, but to benefit more from it.

This will, in turn, encourage them to bring in their family and friends to see you. They may even encourage you to speak to their work place or organizations.

Education can motivate your staff. I have seen numbers go up 25% quickly once the rest of the team was educated more on chiropractic and natural health care.

Lastly, education motivates you.

Education is your least expensive modality or ancillary service, it is the most cost effective marketing tool you have, and costs nothing to educate your staff.

Here are some sample actions to take to improve your educational activities.

Look at your office as an educational facility even more than a care facility. You increase people’s knowledge so that they can take more responsibilty for their health, and for those they care about.
Spend a hour or more each week studying. Read, listen to audios, go to seminars, have lunch with a colleague. Call your coach!
Watch a movie with your staff such as Bought, Doctored, Food Inc., and then have a discussion period afterwards.
Staff Meetings. Go over a case history or two.
Patient Care Class.
Start a Lending Library and position your office as an educational facility. Even if you lose a few books or DVD’s each month, it is worth it as your patients will see that you are serious about health and health education. Give each staff member a bonus for a book report presentation at a staff meeting.

There are many ways to educate yourself, your team, and your patients. Done right, education turns into enlightenment and this will produce a greater return than many other activities you do.

Like a Swiss Army knife, health education serves many purposes. But also like a Swiss Army knife, it has to be kept out, used, not hidden away in the back of a drawer or on a bookcase.

The Ladies Are On the Road Again!

Posted on April 30, 2014 by Linda

Phyllis Frase and Dana Pittner, in addition to consulting chiropractic offices on a daily basis, spend some of their time speaking across the country at various seminars and colleges. Their passion for chiropractic and the success of chiropractic teams drives their motivation to share their expertise of running a successful office.

Upcoming Events include:

May 3 Sherman Lyceum 2014-South Carolina-Dana Pittner
May 15 Morraine Park Technical College, West Bend, WI-Phyllis Frase
June 12-14 Parker Seminar-Charleston, SC-Phyllis Frase $25.00 discount code : CHSSPKRDISC11

Will they be heading to your town next?
Stayed tuned to other events as they are posted by following our calendar at: PMA Works Observations-Calendar

If you’re interested in one of their programs please contact us at (414) 332-4511.

Upcoming Medicare and Reimbursement Changes: To Survive and Thrive – You Need to Study and Train

Posted on May 20, 2013 by Edward Petty

“The illiterate of the 21st century will not be those who cannot read and write, but those who cannot learn, unlearn, and relearn.” Alvin Toffler

I don’t see this discussed much – at least not enough.

It’s called: STUDY. Study is similar to training, which includes practice, and both require real personal effort and engagement to be effective.

You may want to study more but just don’t feel like you have the time to do so. It does take time away from other activities. It can be confusing, tedious, and even seem belittling – sitting down and grinding over information, trying to figure out how something works. Practicing and roll playing can seem even worse.

But the return on your investment is worth it. And nowadays, you have to constantly study just to stay up to date, let alone get ahead. For example, for those of you in the insurance departments – patient accounts – you have probably had to learn many new things lately. You may have had to upgrade your computer programs for electronic health records. You have had to learn about “meaningful use” and other new terms.

But wait, there’s more!

INSURANCE
I checked in with our resident billing expert, Mr. Dave Michel, and he informs me you have the following headed your way:

June: new CMS 1500 claim form
July: PQRS implementation
Sept 7: WPS to NGS (Medicare administrator change in several Midwest states.)
Oct: new ICD 10
January major provisions of the PPACA and required EFT and ERA

For those of you in charge of patient reimbursement, you will have to learn about these new programs, train and then get them correctly implemented. You have many resources from which to learn, including: association seminars and webinars, the CMS website, Chirocode.com, NGS web site for those of you in the Midwest, the PM&A Members website and Facebook page. There are other resources as well, but the point is that you will have to study, learn, and work it out and get it implemented.

FRONT DESK AND OTHER CLINIC DEPARTMENTS
This also applies to every other job in your office. Each team member should be able to write a book about their department and job within five years and be capable of presenting a full day seminar on what they do to other chiropractic staff.

The front desk should be experts in customer service, sales for scheduling, and excellent in many other skills. Therapy and rehab staff should know the physiological affect their machines and protocols produce for their patients. They too need to be exceptional at patient education, customer service, and as compassionate as the patient’s mother.

YOU ARE PROFESSIONALS
These are high standards, but you are professionals. You don’t work on an assembly line at the Ford plant. We now live in a networked economy. We have long since passed the Industrial Age, even though most of our management techniques still seem tied back to when “Father Knows Best.”

There is no getting around it, this is a new age. Alvin Toffler, quoted above, wrote about post the Industrial age for business in his book, The Third Wave. The second wave was the Industrial Age – and the third was and is the Information Age.

It is 2013 and your patients are smarter than patients have ever been and expect more. They know about you before they call you and report on you after they see you so the whole world knows how you treated them.

You have to be better. You have to study, learn, train. In a tough economy, patients will go to the best and bypass the rest. You have to be the best.

A NOTE TO DOCTORS
This apples to you doubly. Beyond the continuing education credits, I suggest you consider challenging yourself to constantly work on improving any and every aspect of your clinical craft like a true artisan. Like a scientist. And like a philosopher.

But you are also a CEO, which includes an entirely different set of skills. As the owner and manager of your business, you need to perfect your skills as a leader, manager, and marketer. This is so horribly omitted (or perverted) in many programs as to be either laughable or criminal. Once you do learn these subjects, you can delegate most of them and we can show you how, but you need to learn them nevertheless.

ONE HOUR PER WEEK
Stephen Covey talks about how you have to “sharpen the saw.” You can cut a tree much faster if the saw is sharp and that sharpening is called training and study. According to the American Society for Training and Development, since 1991, annual training budgets in the U.S. have grown from $43.2 billion in 1991 to $156 billion in 2011. Obviously, business sees an ever increasing need for training.

Encourage your team to take at least one hour each week to study some aspect relating to their job. Encourage them to attend seminars and webinars and tele-classes, and have them give a presentation for the entire team at the next team meeting about what they learned. You can give them a bonus if they give a book report about a book they read in the Lending Library.

YOUR PATIENTS
Lastly, this also applies to your patients. One of the primary functions of your office should be the training and education of your patients. They need to take responsibility for their own health and in order to do this – they need to know what you know. Regular care classes, a “lending library” and of course, warm “table talk” by doctor and staff help.

***SPECIAL TEAM TRAINING TELECLASS WITH PHYLLIS FRASE AND DANA PITTNER TUESDAY, MAY 21,

12:30pm – 1:30pm CDT – “Dialogues and Dilemmas”

Take time this Tuesday to listen to these dynamic ladies discuss solutions to the 10 most common conversations staff often gets stuck on with patients.

Learn how your staff can share and educate your patients on the chiropractic lifestyle. What you can say at the front desk, in therapy, financials, etc.

There is no charge for this teleclass. For active PM&A members, you will find it on you Members site in a few days just in case you missed it.

April Teleclass: Affordable Care Act:How Will it Affect Your Chiropractic Practice?

Posted on April 16, 2013 by Edward Petty

“2014 will bring the greatest changes to the health insurance industry in our lifetime. This is not bull or scare tactics. The face of health insurance – already vastly different than it was ten years ago – is about to undergo a dramatic and seismic change.” -David Michel

Join us this Thursday April 18th, 12:30 CST to listen to Mr. Dave Michel of Petty, Michel & Associates discuss the Affordable Care Act.

Mr. Michel will discuss:

Are your financial plans set for further limits on care?
Can you continue to treat your patients based on your philosophy?
Are you ready for mandatory changes to your Dx, your EOBs, the HCFA CMS 1500 claim form, and HIPAA? All coming in 2014?

If you can catch this class as it happens, it is free! Otherwise they will be in our vault for those of you who are active members with us.

To Register visit: Surviving, Striving and Thriving Through the Affordable Care Act

What is the who question?

A Big Shift from Employee to Expert

Your Employees are Your Students

OK Boomers

Financial Changes

Goals, Values, and Meaningful Work

Emphasize Your Goals and Mission

Become Stronger to Withstand Future Reckonings

The Cobbler’s Wife Has No Shoes

And Your Team Members Have No Personal Health Programs

What Do You Think About When the Phone Rings?

Self-Determination and Motivation

Autonomy

Competence

Relatedness.

Self-Determination Theory: Basic Psychological Needs in Motivation, Development, and Wellness. Ryan, R. M. & Deci, E. L. (2017) and Why We Do What We Do: Understanding Self-Motivation Paperback – August 1, 1996

© Edward W. Petty, From the upcoming book: “Three Goals: A New Practice and Business Building Methodology That Is Simpler, Faster, And More Effective and Fun than What You Are Doing Now.” By Edward Petty, due to be published sometime before the Singularity. © May, 2017

Executive Summary – 10 Strategies to Prosper and Flourish in 2015 and Beyond

What Do You Think About
When the Phone Rings?