Tag Archives: driven

Insurance Key References

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Following is a list of links to various publications with helpful information on insurance filing guidelines and requirements.  At the bottom is a convenient downloadable document with all of this information listed.
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Wisconsin Worker’s Compensation Treatment Guidelines DWD CH 81.04
https://docs.legis.wisconsin.gov/code/admin_code/dwd/080_081/81

General. Except as set forth in par. (b) and s. DWD 81.04 (5), a health care provider may not direct the use of passive treatment modalities in a clinical setting as set forth in pars. (c) to (i) beyond 12 calendar weeks after any of the passive modalities in pars. (c) to (i) are initiated. There are no limitations on the use of passive treatment modalities by the patient at home. DWD 81.06(3)(a)

Wisconsin Worker’s Compensation Tx Guidelines Departure from Guidelines / Exceptions
DWD 81.04(5) (5) Departure from guidelines. A health care provider’s departure from a guideline that limits the duration or type of treatment in this chapter may be appropriate in any of the following circumstances:

Wisconsin Unfair Claims Settlement Practices
Ins 6.11  Insurance claim settlement practices.https://docs.legis.wisconsin.gov/code/admin_code/ins/6/11/3

Wisconsin Medicaid CMS1500 Claim Instructions
https://www.dhs.wisconsin.gov/forms/f0/f01234a.pdf
https://www.forwardhealth.wi.gov/kw/pdf/2008-89.pdf

Wisconsin Medicaid – New Requirements and Clarification of Chiropractic Services
https://www.forwardhealth.wi.gov/kw/pdf/2016-35.pdf

Documentation, SOI, 20 visit limit, exam clarification.
State of Wisconsin Insurance Equality
632.87(3) Wisconsin Insurance Equality Chiropractic

Medicare Supplement Mandated Benefits Wisconsin
https://oci.wi.gov/Documents/Consumers/PI-002.pdf
Medicare Supplement and Medicare SELECT policies cover the usual and customary expense for services provided by a chiropractor under the scope of the chiropractor’s license. This benefit is available even if Medicare does not cover the claim. The care must also meet the insurance company’s standards as medically necessary.

Wisconsin Provider Manual Anthem BCBS
https://www.anthem.com/docs/public/inline/PM_WI_00006.pdf

Wisconsin Anthem BCBS Commercial Reimbursement Policy
https://www.anthem.com/docs/public/inline/C-08010.pdf

Wisconsin Anthem BCBS Commercial Modifier Rules
https://www.anthem.com/docs/public/inline/Modifier_Rules_2021.pdf

Downloadable Reference Guide: Insurance Key References

Relationship Marketing: Build and sustain your practice through relationship marketing

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You are in the relationship business.

People see you for a result – but they stay with you because of the relationship.

There are many different definitions of relationship marketing – marketing isn’t codified like CPT®! (That is maybe a good thing!)

Last week I talked about direct response marketing and indirect or brand marketing. Relationship marketing stems from direct response. It emphasizes retention and patient and customer satisfaction.

Relationship marketing works. It helps with patient retention and patient referrals. It also helps generate referrals from external sources.

But what is it, and how do you improve it? 

What is a Relationship?

A relationship is a connection that you have with another person. It is based, ultimately, on communication. Therefore, the quality of that communication determines the quality of the relationship.

Good communication, one that creates a good relationship, centers around understanding. As Stephen Covey advises, Seek first to understand, and then to get understood. Understanding is fundamental for good communication.

The relationship between you and your patient depends on results, of course. But to get results requires understanding the patient. Seeking to understand the patient – showing them a genuine interest in their condition and life – is not only needed from a clinical point of view, but it is vital for good communication and developing the relationship.

How to Improve Patient Communication

Patient Care can be an overused, even over-advertised term. But care is founded first on interest in and concern about the other person.

This means not just going through your script (yuck!) or your checklist with the patient, which may help keep you on track. It means do you understand them, or how and why they came to you? Are you interested?

But how do you do this after the 10,000th patient comes in to the office?

By being a real person who is interested. For example, a patient comes in and wears a green hat. You wonder about the green hat, so you ask them about it. “Hi. I can’t help but notice that you are wearing a green hat. It looks…stunning! Any special occasion?”

A checklist can help you communicate important information, but it can’t take the place of a real live person. It can’t make a relationship. You are not a robot, and neither is your patient.

Be appropriate and respectful, but mostly, be authentic.

This creates trust because your customer sees that you are interested in them as a unique person, not the 10,000th customer. And they see you as a real person, not just a busy professional trying to be interested but really faking it.

I am sure that you have experienced employees in other businesses trying to be interested in you but merely following a script. A bank teller asks me: “Have plans for the weekend?” I am nice back, but I know that she is just doing what her MBA executives in some office far away think she should say.

So, honest and interested communication, added with services and results, will create a strong relationship between you and your patient.

Outside of Your Practice

But relationship marketing goes beyond just your office.

Your patients know people. They can help you get to know their family, friends, and business associates.

You can create relationships with other professional practices, businesses, and organizations. I have seen many examples where a relationship was created between the doctor and an outside entity that resulted in many new patients.

Some examples:

  • YMCA’s and commercial gyms whose owners and managers were also patients.
  • Dentists who didn’t treat TMJ.
  • MD’s who didn’t want to deal with patients with back pain.
  • Ballet company that wanted to keep their dancers in shape.
  • High school coaches who wanted to see their athletes do their best.
  • Motels who needed a “house” medical doctor, dentist, and chiropractor.
  • Autobody shops that took care of injured cars and sent injured passengers to the chiropractor.
  • R. managers at companies who referred employees.

And this is vital: the relationship must be between you and another person associated with the outside entity. You are always dealing, first, with one person.

I have used this definition for years, and it still holds true:

A practice is a network of relationships
 that is created and maintained through service and communication.

There are specific barriers to implementing relationship marketing, and you will run into them. I want to keep this article short, so I will refer you to my book below, which addresses the barriers and how to avoid them or bust through them.

But regardless, just communicating more with more interest will bring in more new patients and keep the ones you have longer.

Communicate more and with interest.

And…

Seize the Future (That is where your goals are!)

 Ed

Link to the Goal Driven Business Book

Link to the Video Supplement to Relationship Marketing

The Missing Role in Your Practice

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The cause of almost all relationship difficulties is rooted in conflicting or ambiguous expectations around roles and goals. Stephen Covey

The reason many offices have a difficult time growing has to do with missing roles.

A role is the identity assumed to perform a series of tasks that produce a specified outcome.

In the hundreds of offices that we have visited over the years, the doctors take on essentially two roles: doctor and owner. This works in the beginning for a few years as the practice grows. In time, however, the practice begins to roller coaster. Numbers go up, then they go down, cycling up and down until everyone fatigues and just settles.

There are several causes for the Practice Roller Coaster. There are hidden barriers that hold an office back and sabotage its growth. These are covered in my book, The Goal Driven Business.

One of the barriers has to do with a missing role that most business owners overlook. Can you guess which one that is?

Let’s look at goals: What is the goal of a doctor? “A healthier person,” right?

What is the goal of a business owner? A secure and solvent business. Dividends from ownership.

What is missing? The doctor can achieve their goal by seeing 10 people a week. As a business owner, they can keep their overhead very low – perhaps working out of their home. But is that what you really want – to see 10 people a week out of your house? Overhead is low and you are getting good results. So, what is missing?

The CEO – the chief executive is the missing role. The goal of a CEO is a very profitable business that operates at full capacity providing world class service and delivering extraordinary results.

The CEO is the chief manager, leader, and marketer, which are the three functions that drive the business to its goals.

Sometimes we hear the doctor being referred to as the “boss,” but boss is not a well-defined role. “Boss” is generally recognized as the person who gives orders and makes decisions. However, it is an overlay of an existing role, as in a “bossy” doctor or “bossy” owner. The role of a CEO is much more than this.

Most providers are too busy providing services to do much managing – and besides, they are paid for their services, not their managing or leadership. Doctors are trained to manage patients, not businesses.

Still, this is a role that must be fulfilled as distinct and separate from the owner or provider roles if the business’s full capacity is to be achieved.

Three Functions of the CEO

The role of CEO includes these functions:

  • Leadership: Leadership is all about goals. It defines where you are going and why and helps everyone you work with embrace this knowledge with commitment. Leadership includes your mission, long-range plans, values, and … the insistence upon achieving them.
  • Management: Management deals with how to get to the goals. Management works to ensure that people and procedures are effectively working and improving.
  • Marketing. Marketing includes procedures and projects that help generate new patients/clients and retain them. Marketing is business, and business is marketing.

Once your practice is at least at 50% capacity, a couple of hours spent each week on effective leadership, management, or marketing activities as a CEO is worth 8 hours or more doing anything else. For example, time spent going to a seminar – perhaps 20 hours including the transportation, may increase your numbers for months afterward. A little can go a long way.

Because the role of practice CEO must be very part-time, we have developed the Fast Flow CEO System for the Goal Driven Business. This can take as little as 2 -3 hours per week, depending on the scale of your business. Here are five components of the Fast Flow CEO System:

  1. Get Out to Work On. Regularly take time to get out of the business so that you can work on your business.
  2. The CEO Works for the Business. The business does not work for the CEO. Sure, the business works for the doctors so that they can provide better service to the patients. But that is for the doctor. Sometimes called “servant leadership,” the CEO is the Chief Coach, helping others understand the goals and how to achieve them.
  3. Team Members. The CEO works to create team members who take on a portion of departmental management, marketing, and leadership.
  4. Manager. The CEO creates the role of manager and delegates a team member to assume this as a part-time role. The manager can take on much of the CEO’s daily and weekly duties.
  5. Study. The CEO studies leadership, management, and marketing to improve their skill as a CEO. Leaders are … readers!

Certainly, all this requires some skill and training – and coaching! But just clarifying the role of CEO and its expectations as distinct from the roles of owner and doctor (or “boss”) will significantly improve your chances of breaking out of the Practice Roller Coaster and achieving your goals.

Ed Petty

March 14, 2022

Motivation

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No matter how many goals you say you have or how you write them out, unless you have the motivation to achieve them – you won’t.

“Motivation is the driving force behind the energy required to complete a task… a person’s willingness to exert physical or mental effort in order to complete a goal or set aim. (Psychology Dictionary.org)

This is a key element in a Goal Driven Business.

You first need to define your goals – and they must be practical as well as meaningful. But you also need the drive to achieve them. Without the drive, the motivation to get to where you want to go, you are just a poser in the business world.

(Case #345) The doctor and I had discussed a plan to motivate his team and increase production. This was many years ago. Over lunch, we had a team meeting to announce the plan to his other two doctors and about 10 support staff. He announced that if certain goals were met over the next 7 months, everyone could get a trip to Hawaii.

Everyone was shocked. Including me! The doctor and I had discussed a two-month plan for rewards based upon a modest performance improvement – but not Hawaii and not the increase in production he wanted. He came up with this on the spot during our meeting.

But that afternoon, amazingly, the phones lit up. People were calling in for appointments. (Never mind that this was an example of Innate or Quantum Entanglement!) As I recall, they had their best month ever. But unfortunately, they soon realized that the goals were unrealistic, they had little support to achieve them, and the doctor saw that he couldn’t afford it even if they did reach their goals. The practice subsequently went into a long-term slump.

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What is the lesson? Well, there are a few of them, but I want to focus on motivation.

While it may seem like people become motivated because of the “carrot,” or the reward, there are deeper reasons – or principles.

Edward Deci, along with others, put forth a new framework for motivation called Self-Determination Theory. Essentially, it states that we are all driven by intrinsic goals as part of our fundamental nature. Our reward comes from the satisfaction we feel from the achievement more than from any external prize.

These are the three intrinsic goals we all share:

AUTONOMY. We all want to play in our own sandbox! We need to feel in control of our own corner of the world. Just like we don’t like insurance companies intruding into our clinical decisions, staff does not like being micromanaged.

COMPETENCE. We all want to be superheroes! Deep down, the prospect of becoming more skilled, more masterful, and better able to be in control of our environment is a drive we all have.

CONNECTION. We all want to be part of something bigger than ourselves. This manifests in two ways: a) being part of and working with a supportive group or team, and b) working to help bring about something more significant than our paycheck or the accomplishment of our everyday tasks.

The office staff was excited to go to Hawaii, but this was not necessarily because they could lie in the sun. It was because it was a huge goal that gave them a very large sandbox to play in – together – to work for a very large result.

Self-Determination Theory is why games work. In Kevin Werbach book, For the Win, he discusses the subject of Gamification.

“For thousands of years, we’ve created things called games that tap the tremendous psychic power of fun. A well-designed game is a guided missile to the motivational heart of the human psyche. …monetary rewards aren’t even necessary because the game itself is the reward.”

Whether it is a sporting event, video game, or Sheepshead (a popular game of old-time Wisconsinites, so I’ve heard), we love our games. And I think we need them.

But it all goes back to the principles of Self-Determination Theory.

Remember when you started your business? The challenge that lay ahead? The new business card that identified you as the hero to conquer new plateaus?

Those drives are still there and can be rekindled, regardless of prior disappointments.

As Soon as You Make a Goal—You Have Created the Potential for a Game.

Win or lose, IF the principles of Self-Determination Theory are in place, you will be motivated and so will those with whom you work.

Apply these principles to yourself and your team – for the game, for the fun, and for the win!

Seize the Future,

Ed

For more information on how to apply self-Determination Theory, games, and motivating yourself and your team, please purchase the book,
The Goal Driven Business. [Link to sell page]

 

Everything Else: Why The Goal Driven Practice is More Profitable and More Fun

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What gets in the way of you growing your business?

What holds you back from your growth? From increased services and profits?

What keeps you from providing better services and improving your marketing results?

The government? Your childhood? Your neighbor’s cat?

One thing that is NOT holding you back is chiropractic or whatever services and skills you provide.

It is everything else.

When you are first growing your business, and let’s say you are barely at 40% of your full capacity, your practice may be performing well. You may have an assistant, but for the most part, you can see patients and generally oversee the operation of your practice. Life is good, and the future is … wide open.

But almost imperceptibly, as you start seeing more and more patients, the tide of administrative demands starts rising.

Eventually, you can look around your desk and see “undones” and “half-dones” and a hundred or so “to-dos” littering your office, smartphone, computer, and brain. You try to keep up, but there seems to be just too much to do.

So, what do you do? There seems to be only one solution – you settle. You settle into a comfort zone just to a point where you can earn enough to pay your bills.

Growth becomes a trap, and after many attempts to reach your goals, you finally settle.

Is there a way out?

Yes. But it has been hidden. And booby-trapped.

But you should know, after years of observation and analysis, what is holding you back is not your lack of effort. It is not chiropractic or your professional services.

The fact is, you can’t really get to where you want to go from where you are now. You can’t get there from here.

You need to make some major Big Shifts. 

To get to your goals, you have to start from a different place and build a newer version of your business. This is your next stage. Stage One is survival and entrepreneurial growth. It is a Personality practice.

Your next version is a fast, more advanced business that will take you to your goals and beyond.

The new version is called a Goal Driven Practice.

To achieve this requires making some significant changes or Big Shifts.

MANAGER OR ADMINISTRATIVE ASSISTANT (BIG SHIFT #7)

One of the solutions to breaking out of the trap and moving closer to your goals is assigning someone on your team to help you with…Everything Else.

This could be a manager or an administrative assistant. In either case, the role would probably only require 5-8 hours per week – at least at first.

One of their goals would be to remove everything from your desk, all your to-dos, all administrative traffic, sort it for you, and then work out with you what should be done with each item.

You would delegate, delay or dump each item.

This would help free you to increase your services as a doctor and give you time to expand the business as the CEO.

You can produce $500 to $1000 in services per hour as a provider if you are unfettered. As the CEO, you can direct your business to produce much more than this per hour. So, why are you spending time drowning in trying to do $20 or even $30 an hour jobs?

Everything Else gums up the works. It slows you down, confuses the staff, and the patients feel the confusion and notice the neglect, however slight.

This is why I came up with the Goal Driven System. It unmucks the gears of your business so that you can freely provide services and not be haunted by the looming demands of hundreds of to-dos.

This is covered in the book, The Goal Driven Business. If you can do this, you will be more productive and have more fun.

This is so valuable that I will be scheduling upcoming Zoominars on this subject for you and your manager. And stay tuned for upcoming programs on manager training, and training and even coaching on the Goal Driven System.

And just, just for fun, (I am smiling) don’t miss this future article:

The 2 Management Consultants from Petaluma California.

Seize the future

Ed

For more information on The Goal Driven System visit Goal Driven

The Goal Driven Front Desk

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A dynamic front desk can increase your visits by 20%, maybe more if you have the room. On the other hand, a dysfunctional front desk can constrict the flow of patients and hold your office back.
I have seen instances of both.
There is much more going on and at stake at the front desk than most doctors and staff appreciate.
Ordinarily, you would think that the billing department is the most demanding. There are hundreds of details that need to be learned and followed with excellent discipline. This position requires professionalism and expertise.
But this function is not on the front lines of the constant patient, phone, and doctor interactions and interruptions. Managing patient accounts can be regulated and organized to maintain a calm and comfortable workflow.
Therapy and adjunctive services are often undervalued, but the patient flow is usually smooth, and they are not faced with unexpected patients or phone calls.
It is interesting to note that the front desk has the highest turnover in most offices.
But properly set up and managed, this department can be an engine of growth and stability in your office.
Let’s look at some of the more important attributes of the front desk:
  1. It represents you and your services. It is your ambassador to the world outside your office. The front desk reflects what you stand for and the quality of your services.
  2. It is the first and the last contact – and impression –with anyone in the office.
  3. It can convert inquiries to new patient appointments.
  4. Rapport and relationships. The front desk can provide world-class service to patients, improving patient retention, reviews, and referrals. (The 5 Rs)
  5. Direct marketing. The front desk can directly promote clinic services to patients, hand out coupons, and promote upcoming events to generate patient referrals.
  6. Team member support. The front desk can support the insurance department and all team members to create a positive, upbeat day every day.
  7. Case Management. The front desk can contribute to case management by relaying any comments or observations relative to the patient’s care to the doctors.
  8. Fully Scheduled Day. The front desk fills the appointment book and keeps it full.
Let’s imagine an ideal front desk and put it at a “5” on a 5 Point Scale.

 

5. GOAL DRIVEN FRONT DESK. The appointment book is full. The front desk staff are cheerful, having fun doing their jobs, and genuinely interested in every patient and phone inquiry. They sincerely care for each patient and non-patient. They have a strong intent on helping patients complete their programs by keeping their appointments. They personally and professionally want to achieve the mission of the office and encourage patients to help them accomplish this mission by bringing in family and friends. They also help the rest of the office achieve the office’s mission. They are sending out positive “vibrations” to help more people. They are proactive and Goal Driven.

 

Below this level, we find the front desk that is struggling.

 

2.5 A COPING FRONT DESK– The appointment book is 50-70% full. The front desk is trying, but it is not keeping up, which creates a bottleneck to patient flow. (Subluxated) Even though the staff wants a full appointment book, subconsciously, they don’t want any more work until they catch up.

 

2. A SLOW FRONT DESK. The front desk operates at a “comfortable” 40-50% capacity. The staff is pacing themselves, keeping up with computer tasks, insurance, and following the scripts for phone and patient encounters. However, they are mostly disengaged from the front desk and office goals.

 

1-2. GIVEN UP and BORED. I only describe this because I have seen this condition. The staff is ignored or badgered. In either case, they feel relegated to a 4th class employee. They hide out and pretend to work, essentially having quit and just waiting until something better comes along.

 

You can create a Goal Driven Front Desk. It is not achieved overnight, but once it is established, you’ll be close to a dream practice and a Goal Driven Business. We will cover some tips on how to create a Goal Driven Front Desk in another newsletter.

 

In the meantime, stay Goal Driven,

 

Ed
“Your brain sends out vibrations all the time, and your thoughts affect your life and other people’s. They pick up these thoughts and get changed by them.”
– Bruce Lipton (Biology of Belief)

How to Create a Full Appointment Book with Goal Driven Marketing

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busy desk, planning calendar

Happy Valentines Month!

This article is about sharing the love… the love of your services and how they can help people.

And what is the best way to do this? Create a Goal Driven Business.

A Goal Driven Business runs at FULL CAPACITY, or close to it.

That means no more room in the appointment book. It can mean that there is a waiting list to get in to be seen. But how is this achieved?

In a practice, it is a combination of excellent service and clinical results, inspired leadership, sound management, personal integrity, and … marketing.

Let’s take a took at marketing first. What is marketing?

It is a method of helping people get what they innately want through communication. Marketing communication, either through one-to-one contact or through media, communicates and educates in such a way as to point to what an individual wants. It also can inspire them to get it.

Goal Driven marketing is helping people get to their goals!

People want to be free of pain and discomfort, but they do not know about your services or how your services can achieve this. And if they do, they may not trust that you can do it for them.

Every marketing approach you have must help those people who have a particular need or want to find you, and discover how your services can help them, and why they should trust you. This can be accomplished through patient referral programs or events, setting up external alliances, direct response ads in social media, radio, through one-to-one external relationship building, speaking events – all these and more point to how you can help people and that you can be trusted.

Testimonials and reviews top the list, but so do articles, newsletters, and support from opinion leaders. These are all outward types of marketing communications.

What would someone who knows what you know about your services do if they had pains, or lacked mobility, wanted to improve their immune system, and just be healthier? They’d drop by and see you for an adjustment or for some kind of a treatment from your office.

Not everyone wants what you have to offer, and even fewer want it bad enough to do something about it. But there are more than enough people who are looking, right now, to act who could keep your office full – if they just knew about what you could do for them.

Many times, I have heard chiropractors amazed at comments from patients who say, “Headaches? I didn’t know you could help with … headaches!” And the doctor just assumed everyone knew that they fixed headaches!

Don’t assume anything. It is a noisy world, and you and what you do is drowned in the snow storm of competitive messages and personal activities.

You must be industrious in getting your message out. You have to be continuous. And this is where most doctors fail in their marketing.

Marketing fails because it is not systematized,
organized, continuous, and managed.

A Goal Driven Business focuses its marketing three echelons of activity.

  1. Marketing Procedures. Obviously, the different types of marketing communication and marketing procedures need to occur. This is the most evident (and fun) level of marketing – marketing procedures.
  2. Marketing Motivation. But even if you have bookshelves of marketing binders and libraries of marketing books, they will do nothing unless you and your team are motivated to use them. So, this is the second level of marketing.
  3. Marketing Management. The third, and I believe the most essential level of marketing activities, is marketing management.

Your front desk is organized and routine. Your billing is systematized and well managed — or should be. So is your therapy area and your new patient procedures. But in most offices, marketing is not organized! It is hit and miss, now and then. When numbers are down, “Hey, let’s do some marketing.” When numbers are up, we all get “too busy,” and it is neglected.

Most practice marketing is reactive and symptomatic. This causes the PRACTICE ROLLER COASTER.

There are simple methods to effectively manage your marketing systems to help create a full appointment book which we can cover in another newsletter.
But keep in mind two important points in marketing:

  1. Help People Get to Their Goals and Obtain What They Want. You are helping people who already have a perceived need and want to purchase what they are looking for. You simply must help them find it in what you offer and convince them that you are worthy of their trust.
  2. Manage Your Marketing Procedures and Keep them Running. Stay motivated, find the procedures that work best for you, but organize your marketing procedures so that they continue. This will help you avoid the Practice Roller Coaster.

To find out more about how to create a Goal Driven Business and create a full appointment book, buy and read the book the Goal Driven Business. Read about it here.

Happy Valentines Month! Spread the Love!

Ed

 

The Cobbler’s Wife Has No Shoes

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bare feet in the snow

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.)

Ed

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.)

Whose Goals: Yours or Theirs?

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goals-2022 nurturing your goals to growth

At the beginning of each New Year, it is customary to reflect on the past and look at and set new goals for the New Year.

This can help you have a happier and more prosperous New Year.

Life can get messy and confusing, and like a rookie quarterback facing many onrushing tacklers, even frightening. The solution is to have planned goals already established that you can confidently move forward towards regardless of the circumstances you face.

Here is a vital tip about goals that is often overlooked:

GOALS NEED REGULAR NOURISHMENT.

Weekly, even daily, a fast reflection on where you are going and WHY helps focus and energize your drive towards them. Once established, you need to take time aside weekly, and more so on a monthly and quarterly basis, to rekindle them and mark your progress towards their achievement. Make adjustments and course corrections as needed.

Do this as a scheduled and determined ritual!

Share them as well. There is nothing better than sharing agreed-upon goals with others and working together to make things better. Work with your patients, your team, and your family to achieve shared goals.

And do this or else!

There are good consequences in doing this and not good consequences if omitted. Other powerful interests have different goals for you and your patients. So does plain old inertia.

In this New Year, stay true to your goals, nourish them, and help others do the same.

Ed

For more information on how to do this, please read my book, the Goal Driven Business.

Also, stay tuned for a new training program we will be offering on the Goal Driven System. It will be limited to just 10 offices and last for 6 months. Its goal is to train the business owner and manager/senior staff member on the Goal Driven System to transform their practice into a Goal Driven Business. What is a Goal Driven Business?

The Problem With Seminars

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the problem with seminars

I am all for seminars. Been to many myself. I know I have gotten useful information and, no doubt, have benefited from them.

But, their usefulness is often wasted.

I just talked to a business owner that came back from a seminar he and his doctors and staff attended. He told me that they have started hitting their best-ever weekly numbers. His office manager told me that everyone is excited.

For now.

I have seen it time and time again… go to a seminar, get stoked, come back, numbers go up for a month or so, and then everything returns to how it always was. In essence, the seminar was only a short-term, “acute care” fix that addressed symptoms. Nothing was really improved or corrected.

There is a solution on how to benefit the most from seminars. I discuss it in my book, The Goal Driven Business, from which most of this article is quoted from. The following is a story related to me from a chiropractic staff member a few years back:

“Our office was really slowing down last year. So, the owner decided to take everyone out of town to a weekend business seminar. The speakers discussed new and efficient methods for doing our work. It was entertaining and informative. Plus, we also gained some great marketing ideas. It was a fun seminar, so we were all excited when we returned to work after the weekend.

“On Monday, we agreed to get together at lunch to discuss how to implement what we learned. Some staff members had to take care of urgent matters first, so our lunch meeting started 30 minutes late. Once we finally got together in the break room and started eating, we began a good meeting, but then customers begin arriving for their afternoon appointments. We had to call the meeting to an end without getting through very much of our agenda, but we agreed to continue the meeting the following week. Turns out, we never did meet again about the seminar.

“But we were still pretty motivated from the out of town trip to the seminar and, as I recall, we had one of our best months ever. It’s my job to clean the break room and, after a few months, I noticed that the binders of information we received at the seminar were never opened; so I stored them for future reference. Now it is almost a year later, and everything is pretty much back to the way it was before we went to the seminar. Some of us are a little burned out and I don’t think we ever did implement anything from that seminar.”

Sound familiar?

I bet it does. I have seen it play out almost exactly the same way countless times. Starting, and not following through. No management and marketing system is set up, and no time scheduled to ensure the system is followed, and no lasting improvement is realized.

And I am sure, for most of us, this phenomenon applies to our personal lives as well. For instance, how is your exercise program coming along? Hmm? You’ve set goals to work out more often and eat better, right? To work ON your body, not just in it. Yet, my guess is it’s been pretty hit and miss.

We want to improve, we make improvement goals, but what happens? Why can’t we achieve them? Consistently. Is it that we’re all too busy? Too lazy? There seems to be no solution, so we accept our condition and do our best.

Yet, there IS a solution, and it’ll seem like science fiction—but, it’s actually a science fact.

The Goal Driven System of Business Development covers 20 Big Shifts, or actual office adjustments, that need to be made to reach your goals — and stay there. It takes you out of the Practice Roller Coaster that forces you to finally “settle” and accept a lower level of success because the stress of the ups and downs becomes too much.

Here’s how to get the most out of seminars from The Goal Driven Business.

goals lab goaldriven.com “BIG SHIFT #1: Introducing the Goals Lab
You can’t improve your car while you’re speeding down the freeway. You must take it to a mechanic at a garage. Athletes and musicians alike spend time away from their audience to practice their game skills or their music, always improving their performance. Businesses need to do this as well. But where? And when?

 

The answer is you need to create a Goals Lab where you go to work on your business.

Your Goals Lab is a special place, a laboratory, an oasis for change. Here, you can think, study, learn, practice, become inspired, and have conversations. Here is where you go to reset your thinking and improve your actions—and the actions of others in your office as well.

I call it the Goals Lab, but you can give it another title, if you wish. Whatever you call it, this is the first Big Shift you’ll take on your journey to achieving your new goals.

Goals Lab to engineer your best route to your goals, Goalddriven.com

Why do you need a Goals Lab? Because you simply cannot focus on the other Big Shifts when you are in your office, juggling customers, staff, bills, phone calls, emails, vendors, and everything else that consumes your energy and brainpower.

Management companies and consultants may have advised you to work on your business, not just in it. While the idea of working on your business, as opposed to in it, is a clever and useful concept, I have rarely seen it applied consistently or comprehensively. Why? Because real business improvement can be more demanding than meets the eye. It is a separate activity that requires its own distinct time and place, and it has its own rules which must be followed to be effective.

I use the term Goals Lab because it is a virtual location that you visit to improve business performance. As an example, you spend most of your time with your car driving it. But you also take time to take your car to a special place where you let a mechanic work on it.

Not knowing about this place, this Goals Lab, its rules, and how it operates, is a fundamental reason why all your management books, marketing manuals, and practice improvement notes from seminars rarely get implemented.

Your Goals Lab has been mostly hidden from you. It almost has a fourth-dimensional location, which is outside the time and space continuum.”

Why don’t we spend more time on improving the business, not just working in it?

This is the real question, and it is answered in the book, The Goal Driven Business. You can read about it now, or wait for my next article where I explain WHY business improvement is so difficult and what to do about it.

Meanwhile, keep improving.

Ed

Learn more about book and get it here: https://www.GoalDriven.com

the goal driven business by edward petty

The Mental Immune System

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mental health, immune system, goaldriven.com

A healthy body has a well-functioning system to protect it or make it physically immune from disease. I am sure you have seen this occur with your patients as you adjust and treat them.

But there is no doubt that the mind also affects the body. In your practice, could you improve your patient’s mental immune system? Of course, and already do. I am sure you bolster your patient’s mental immune system even though you or your team may not have looked at it this way. Providing your patients with genuine positive feedback and showing them gratitude for their regular visits can go a long way in enhancing their mental well-being.

A mental immunity system would help individuals be protected, or immune, from negative influences or circumstances in the environment. This would be the ability to “roll with the punches” and keep one’s stress level low despite potentially stressful situations. You can’t be expected to help your patients achieve this in all areas of life, but you can help them with this regarding their health.

Your patients and clients are under a constant deluge of frightening and drug-related messages that can be demoralizing and lead them to less than optimum health choices. There is not much incentive for large corporations to promote exercise, eat organic food, take vitamins, and encourage people to be nice to their neighbors. Instead, there is more money in promoting drugs and fast food, and beer. It took a long time and great expense to stop cigarette advertising, but pharmaceutical advertising has now taken its place.

So, it is for this reason I recommend positive health advertising to your patients regularly. The more they know and understand how to maintain their physical health, the better prepared they will be to critically interpret the corporate advertising of products masquerading as “healthy.”

Here are some methods to improve your patient’s mental immune system regarding health:

  • Extraordinary customer service. Through empathic communication, get to know your patients so that they know you care about them and can trust you. You are in their corner and have their “back.”
  • Positive reinforcement. Genuinely recognize their good efforts to improve their health and any positive responses to your program of care.
  • Table Talk. Listen to their stories and provide quick positive educational tips about health related to their story.
  • Educational themes. Pick an educational them each week and have literature for patients.
  • Patient successes. You can include notable case successes with your education themes each week or each month. Spread the good news!
  • Lending Library. Stock your book shelves with books on subjects you would like your patients to read. Encourage your patients and staff to study. (See a sample list of books we selected a few years ago over at pmaworks.com.)
  • Workshops. These can be done virtually or in person.
  • Newsletters. These can be electronic as well as hard copies by snail mail. They help “keep the conversation going.”

You are the positive lighthouse of health in a storm of gloom and unhealthy corporate products. You can improve the physical immune system of your patients by also improving their mental immune system regarding health.

Ed

the goal driven business by edward petty

buy the goal driven business by edward petty

Image from: Kellogg, Yevgenia Nayberg

KINDNESS and the Strength of Your Practice

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"a practice is a network of relationships that is created and sustained through communication and service. goaldriven.com

A practice is a network of relationships
that is created and sustained through communication and service.

I have used this definition for ages.

Customers, potential patients, and clients, seek you first and foremost for your services and results. This could be relief from a troubling condition, or perhaps general wellness care. Therefore, in marketing, you want to promote that you can deliver the outcomes people are looking for, and prove that you can produce them. There are many ways to do this, but this is the basis of direct marketing.

Next to results, your patient wants to be understood. They know that no matter how competent you are, unless you really understand their condition, you may be applying the wrong remedy. Plus, you may come across like you really don’t care. You show how much you care by seeking to fully understand how they feel about their condition. This is called deep empathetic communication – feeling how the other person feels.

I think just being genuinely interested in the other person brings about this kind of communication and feeling on the part of the patient that you do care.

This type of communication determines the quality of the relationship. But I believe that it can go deeper. Let’s look…

KINDNESS

Kindness is more than empathy.

It acknowledges not just how the other person feels, but in fact, that the other person is privately fighting their own personal battle.

Every one of your patients is suffering — to a greater or lesser degree — though they may not fully confess it. Yes, people are tough. They must be. But when they see you, they hope that you will understand their struggles, their fears and their challenges.

There are many ways you can let them know that you grasp their situation. Most of all, seeking to understand their feelings and letting them know you, now, have a better sense of what they are talking about is sufficient. You can repeat some of what they said to emphasize that you heard and understood them. You can let them know you have experienced something similar, if you have, and sometimes, as appropriate, touching them on the shoulder compassionately can go a long way.

But there is no gimmick that expresses kindness – it is just deep human empathy.

Kindness doesn’t cost you anything, except a few moments of present time consciousness and mindfulness. Yet it strengthens trust, alleviates fear, and can help your patient improve faster.

You want to be a positive coach. But in the beginning, all your advice, adjustments and treatments, education, scheduling, and payments, must be based upon the trust you earn from your patient simply through your empathy and kindness.

Patients will seek you for your services, but they will stay with you because of their relationship with you.

Deliver excellent outcomes and promote them, initiate and maintain empathetic communication, and be kind. Include these as your goals in your mission, core values, and complete outcomes and see your practice and business grow.

Edward Petty

“…in the world, what counts more than talent, what counts more than energy or concentration or commitment, or anything else – is kindness. And the more in the world that you encounter kindness and cheerfulness … the better the world always is. And all the big words: virtue, justice, truth – are dwarfed by the greatness of kindness.”

Stephen Fry (azquotes.com)

Download PDF copy

How To Develop Your Niche for Greater Profit and Better Care

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Develop Your Niche for Greater Profit and Better Care with goaldriven.com

You can try to sell ice water to Eskimos or sandbags to desert dwellers, but you would go broke.

You need to offer your services to those specific people who would want them. The more you do this, and the better you do this, the larger your customer volume will be and the more profitable your business will become.

So, what is your market? Who are those people who want to see you or are looking for what you have to offer?

It is people who want to relieve a health issue more naturally.

And this market is growing and certainly becoming more motivated.

You wouldn’t think it, though. The media would have you believe that everyone is spending their time in drug stores, behind masks, maintaining social distancing.
The governmental “agencies,” looking out for us, are warning us about new “variants” that are “surging.” But, what is apparent is what is NOT talked about!

What is that you ask? Oh, that would be Health!

Do you hear them talk about better food, more exercise, more sunshine, better nutritional support, or natural health care services? How about proven medicines already in the public domain? I don’t think so.

Why not? Well, I don’t know, it might have something to do with …money.

This may not seem marketing-related, but I think that it is essential to examine the environment that your market is dealing with. The people who want natural solutions to their health issues, those that you want to reach out to, find themselves in a sea of conflicting, even frightening, messages.

We can look at the ongoing debacle in Afghanistan. Scared civilians falling out of airplanes after we spent over two trillion dollars and the lives of 47,000 civilians over in Afghanistan. Why? Well, money. (1)

Was the “war” a failure? Not for the stock market, especially for Lockheed Martin, whose stocks increased 1,236 percent since 2001. Other weapons companies like Raytheon, Boeing, Northrop Grumman, and others all saw their stock climb. (2) So, the Afghan war was a success – for these companies and their CEO’s and stockholders. Selling the idea of stopping terrorists was a profitable campaign – for some.

Could there be a parallel scenario with drug companies? Could the government be working at the behest of another industry besides the Military-Industrial Complex? Well, for its COVID vaccine alone, Pfizer expects to generate 33 billion this year. (3)

In both cases, it was the marketing use of FEAR that justified enormous changes in our lives. Fear of terrorists, fear of a virus.

But here’s the thing: You can scare all the people some of the time, and some of the people all the time, but you cannot scare all the people all of the time.

There is a large percentage of the population that want better health naturally and do not necessarily buy into fear-based propaganda. In fact, the constant omission of health solutions amidst the drumming for drug solutions may just motivate health-oriented people to more staunchly pursue better health!

Look at the sales of organic food. As you can see from the graph below, organic food sales have been on a steep uptrend. Sales of organic food were 16 billion in 1999, and has been rising continuously, reaching 106 billion in 2019. (4)

And here is a more recent chart of health supplements and their expected rate of growth (5):

These consumers want better health. They don’t want poison. Big Tobacco was clever with its marketing strategy and fought hard, but it eventually lost. Monsanto (Bayer) has worked every angle, but it too is slowly losing its fight to keep Roundup, which contains a cancer-causing chemical called glyphosate, in the marketplace.

Though not broadly promoted, Big Pharma companies have been fined billions for their illegal activities, including killing people (Merck, Vioxx).

Your market is right there, with you. They may not all be speaking out, but they know, or at least sense, that something is not right. And, they want better health.

Almost every office we work with has been seeing their numbers rise over the last year or two. Why? I want to think our coaching and new systems have something to do with it, but the fact is, your market is hungry for trustworthy health solutions and providers.

You don’t have to froth at the mouth against Big Pharma, but you certainly can stand up for natural health. This is your province. You own it, and always have. So let your community know that you are on their side for health, natural and wholesome, without additives. Peer reviewed for thousands of years!

They are looking for you. Just let them know where you are, who you are, and what you can do for them. (You can also add, WHY you do what you do!)

Here are few steps to better engage your niche – and help more people:

  1. Position yourself as a natural healthcare office, clinic, or facility. “See us to feel better and be healthier — naturally!”
  2. Celebrate your patient and client successes. Be happy with your patients. They may underappreciate their health successes. Most do, in fact. Be their cheerleader and give them positive, but genuine, support for their health improvements.
  3. Get their OK, in fact encourage them, to Share the Care.
    1. Patient testimonials published on all media – website, social platforms, even YouTube.
    2. A homemade monthly newsletter from you.
    3. Case histories you talk about
    4. Staff successes! Patients look at how cool the office is. If the team says it’s great, well, it probably is!
  4. Take time to study your market and the environment it is dealing with. Yes, this will take time. But you are a professional and a leader. To educate others, you need to be educated yourself. Study the science, get the verifiable stats, the first-hand reports of others, and draw your conclusions. No one is sitting out this game. You need to be prepared.

There are many different methods you can use to tell people where you are, who you are, and what you can do for them. But know that they are out there, people who want healthier solutions to their health issues. This is your niche.

And they are looking for you right now.

Seize the week and help more people.

Ed

 

And buy my book – The Goal Driven Business. Read and use it. It will help take you to your next several levels!

Download the PDF [HERE]

Yearly Goals…Be a Homesteader

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Practice and Business Goals Petty Michel

Sometime back in the late 1800’s, my great great grandfather homesteaded land in Oregon. The way I understand it, he found a plot of land he liked in the southern part of the state. This was his goal. He and his wife then settled on it.

You too can be a homesteader.

You have a chance to stake out your own plot in 2019. You can define where you want to be in the future… and then work it so that it is yours. And if you don’t, well, you will still be somewhere, just not where you want to be.

Life is this river and it just keeps rolling, and we are on it. We are not leaves floating rudderless. We have some choice about where we want to be 12 months from now. We can set a course and navigate and sail or row or jump out and paddle ourselves to where we want to be.

This is why we set goals and a course of action. We don’t want to wind up broken and dead on the rocks, or stuck idle in a rancid stinky lagoon that goes nowhere!

But when you do set goals for your business, or even for your career, they are often too lop-sided. They are not holistic. You might say that they are symptomatic. We may only shoot for the amount of money we want to make. This isn’t bad, it just isn’t enough. It is too superficial.

If you want to make more money, you have to see more people. If you want to see more people, you have to take better care of them. To do so, you have to improve your services. To do this, you have to improve your expertise and the expertise of others who see your patients. Lastly, you can’t be an old grouch, unhappy with a poorly managed personal life.

You are in the business of improvement! To improve people, you also have to improve your business. To improve your business, you have to improve the professional skill of each member of the business. Lastly, each member of the team has to work on self-improvement.

Make these into your goals.

DRIVE each other to achieve these goals.

Be GOAL DRIVEN!!

IF this is done, how could you – or anyone lose? Everyone wins.

So, to keep it simple, see the attached worksheet. Set your goals for each area, and every three months, ESCAPE to a place where there is no interruption, your “laboratory,” to confront how you did and make any necessary adjustments to your plans and continue your journey to your yearly goals.

Yearly Goals Worksheet — Link

Set aside 2 or more hours at the beginning of the year and the beginning of each new quarter (3-month period) to review your past and set new goals.

To do this, you must get away. Turn off the phones and remove ALL distractions. You are going to your Goals Laboratory and humbly review the past and boldly make new plans for the future.

You will fall off the rails, so every three months, you will have already scheduled time to review your failings and triumphs and reset. You can now get back on track and re-plan and go forward to the next three-month marker.

Use the worksheet to help you have a Goal Driven year.

Good travels and Bon Voyage.

— Ed

Yearly Goals Worksheet

Driven to Excellence – Happy Father’s Day

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I’m facing the “BIG 60” in just a couple of days.  With that, back in April, I decided to take on the Great Cycle Challenge, which is a bicycle challenge during the month of June for Children’s Cancer Research.  My goal was to ride 60 miles during the month of June with 60 friends sponsoring me at $10.00 each to raise $600.00.

This challenge has been more eye opening than I had anticipated.

I haven’t really done much bike riding in probably 35 years.  The peaceful rides through the countryside along the White River Trail in Lyons have given me time to reflect on much more than raising money for Children’s Cancer and/or the fact that I’m turning 60.

Each day, while riding, a thought would pop into my head of someone I knew that has had to face cancer.  When my (ars) began to pain me…. I would think of those going through treatment and the challenge they face each day of their cancer treatment journey.  I would think of the challenges each family faces as their loved one struggles through the pain and how it really affects the whole family when one is afflicted.  I would think of those that have lost the battle to this horrible disease.  This was motivation enough for me to continue the ride returning to the comfort of my home.

Usually allowing a day in between rides to rest and rejuvenate today was different… I rode 8 miles yesterday and set out for 8 today.  Passing the half way mark the ride again became uncomfortable to say the least.  Again, I tried to focus on something other than the pain.

Immediately,  “DRIVEN” came to mind.  My mind pondered that word for a moment…thoughts racing to my head.

  • Driven… I recalled a recent article written by Ed Petty referencing David Goggins* with goal setting and being driven as a way to reach our goals. Moving out of our comfort zone through the pain and on to greatness.
  • Ed…I first met Ed Petty approximately 30 years ago. I was working in a Chiropractic office in Lake Geneva, WI for Dr. Culp(another great mentor might I add).  Ed had just moved to this area and was seeking out clients.  Little did I know that fast forward to today I have been working with him for almost 17 years.

When I have a birthday I often reflect on the past, where I’ve been and where I’m headed.

Ed has been an instrumental piece in my life providing me the motivation, knowledge and guidance to become a better person both personally and professionally.  He has helped me develop good communication skills, encourages a healthier lifestyle, and is there to listen when faced with a personal challenge.  Ed was one of the first people I was able to reach when my husband was killed at work just over 7 years ago.  I’m sure my call came to him as a shock as much as the call I received did however during that brief call he calmly presented me with two options.  “You can choose to wallow in your loss and look for sympathy from those around you or you can face the challenge and move forward.”  Again, that “driven” attitude to move outside our comfort zone at the forefront.

  • Father’s Day…. Ed while he is not my father, and really knows nothing of my childhood, has been a guiding light in my life for the past 30 years. Encouraging, teaching, coaching, and mostly being a friend. Ed has “DRIVEN” me to Excellence. And I am eternally grateful!

Happy Father’s Day to all those that Drive you to Excellence!

* https://pmaworks.com/observations/goggins/