Tag Archives: management

Using offline and online tactics to grow your chiropractic practice

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Grow Your Chiropractic Practice with Online and Offline Strategies

Many chiropractic offices see success with online advertising, especially on social media. While effective, it often requires digital expertise, so many chiropractors hire agencies—some with better results than others. If you’ve worked with a good agency, sharing your recommendation could help others.

Online promotion isn’t new to chiropractic. B.J. Palmer, one of the profession’s pioneers, was a relentless advertiser who played a major role in chiropractic’s growth during the early 20th century. His legacy reminds us that consistent promotion is key.

However, in today’s tech-saturated world, offline engagement is more valuable than ever. Creating relationships with patients is critical. The relationship business in a chiropractic office revolves around building trust, fostering patient loyalty, and creating a community that supports long-term engagement and referrals. Chiropractic care is inherently personal, as it involves hands-on treatment and addressing patients’ pain, mobility, and wellness goals. The success of a chiropractic practice often hinges on strong relationships with patients, staff, and the broader community.

Your practice is essentially a network of relationships, sustained through communication and service. So:

  • Nurture current and past patient relationships
  • Use those to expand to new connections

Some effective offline tactics include:

  • Sending personal email newsletters with stories, health tips, and a touch of personality
  • Hosting in-office events (e.g., Mother’s Day giveaways or posture screenings for National Correct Posture Month)
  • Organizing a patient appreciation picnic or monthly spinal health talks
  • Visiting local businesses to give brief wellness presentations
  • Setting up a booth at local fairs for visibility and patient reactivation

Combining digital and personal outreach creates a powerful, sustainable marketing strategy. As Woody Allen once said, “80 percent of success is showing up.”

“80 percent of success is showing up” (Woody Allen)

Stay Goal Driven,

Ed

References:

*(B.J. Palmer, Achievers Magazine, 1989)
*Brad Glowaki
*(Woody Allen (Quote Investigator)

How Steve Jobs’ Vision Can Transform Your Chiropractic Practice Learning from Visionary Success

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steve jobs

Apple, founded by Steve Jobs in 1976, is now the world’s most valuable company, with a market capitalization of $2.9 trillion and $54 billion in cash reserves. But in 1997, Apple was on the brink of bankruptcy. Jobs’ strategic overhaul turned it around, offering lessons for chiropractic and healthcare practices.

In a 1997 interview, Jobs shared a key insight: “If you do the right things on the top line, the bottom line will follow.” He emphasized that a clear strategy, passionate people, and a strong culture drive quality products, marketing, and operations—ultimately boosting profitability. For chiropractors, this means focusing on vision and values to achieve sustainable success.

The Top Line: Your Practice’s Foundation

Your “top line” is your practice’s vision, values, purpose, and the team that embraces them. When these are aligned, marketing, procedures, patient outcomes, and profits follow naturally.

Top-to-Bottom Framework:

  • Top Line: Vision, values, purpose, mission
  • Almost Top Line: A team aligned with these principles
  • Middle Line: Policies and procedures
  • Almost Bottom Line: Patient outcomes
  • Bottom Line: Net income

Focusing on the top line creates a “vision-driven” practice, much like Jobs’ approach at Apple.

Insights from a Chiropractic Leader

A seasoned chiropractor recently shared a video on social media, responding to a colleague concerned about high practice expenses. He identified the biggest cost: an “under-trained” team. His solution? Hiring passionate individuals and training them not just in chiropractic techniques but in the practice’s “why”—its purpose, mission, and vision. Team members who didn’t fully align were let go. The result? A thriving practice.

When I commented that his success stemmed from his own clear “why,” he agreed: “It all starts from the inside out. If the doctor has a big WHY and can teach it, the team will follow.”

Sustaining Your Vision

Keeping your practice’s values alive requires ongoing effort. It begins with your example as the leader and continues through consistent team coaching. In our MBA program, we explore proven strategies to maintain this focus, from vision to execution.

Apple’s Core Value and Your Practice

In 1997, Jobs defined Apple’s core value: “We believe people with passion can change the world for the better.” This resonates with top healthcare practices, where passion for patient care drives impact.

Does your practice reflect this passion? A clear vision, a dedicated team, and consistent coaching can transform your chiropractic business, just as Jobs transformed Apple.

Stay Goal Driven.

Ed

Momentum Magic: How the Flywheel Effect Boosts Your Chiropractic Practice and Service Business

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flywheel effect

What separates good businesses from great ones?

It’s momentum—created by doing what works consistently and improving it over time. In business, especially in healthcare services like chiropractic, success often comes not from radical change but from steady, thoughtful progress.

Avoid the Trap of Constant Change

Healthcare entrepreneurs often seek out the next big thing—new therapies, machines, or procedures. While innovation can be beneficial, abrupt changes to proven systems can disrupt staff and confuse patients. A smarter approach is to test new ideas first, and only implement them if they complement what’s already working.

“If something works—fix it, refine it, but don’t toss it.”

The Flywheel Analogy

Jim Collins, in Good to Great, uses the image of a massive flywheel to illustrate how lasting success is built. At first, it takes immense effort to turn. But with consistent effort in the same direction, the wheel picks up speed and begins to turn on its own—powered by its own momentum.

The key lesson: there’s no single breakthrough moment—just consistent, focused effort over time.

How This Applies to Your Practice

  • Identify what’s working—and keep doing it.
  • Make small, strategic improvements over time.
  • Adapt to market changes gradually and intentionally.
  • Build systems that generate results with less effort over time.

By steadily turning your business flywheel, you’ll transform your practice from good to great—creating a self-sustaining engine of growth.

Keep building. Keep refining. Momentum will do the rest.

Ed

Boosting Service and Retention Through Daily Case Management in Chiropractic Practices

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planning for a winning dayStart the Day with Purpose

A quick, structured case management meeting each morning can significantly enhance patient retention, referrals, service quality, and team morale.

The Morning Case Management Routine

Spend 20 minutes before seeing patients to meet with your team. Review the day’s patient schedule—focusing on individual needs, progress, or concerns. You don’t have to cover every patient, especially on busy days, but focus on those needing special attention.

Key points to discuss:

  • What’s the goal of today’s visit?
  • Do they need therapy, rehab, or a progress exam?
  • Have they voiced any concerns?
  • Do they need educational materials or financial consultations?
  • Should a family member attend?

Also, go over new patients—who referred them, what to expect, and how to create a warm welcome.

Keep the Energy Up

Beyond planning, these meetings set a positive tone for the day. Encourage team bonding with short activities like stretches, planks, or even a daily “bad dad joke” to keep things light.

Set achievable goals for the day—such as new patient intakes or completed cases—and review a motivational quote or revisit your practice’s core mission.

Make It Routine, Make It Stick

Assign responsibility for leading the meeting, but ensure it has leadership support. These meetings only work if they happen consistently—don’t let them fade away.

Ultimately, the purpose is to better serve patients and help them reach their health goals—this is what great case management is all about.

Seize the future!

Ed

Master Your Craft First: The Key to Success in Chiropractic, Healthcare, and Service Businesses

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chef Jiro Ono, mastering the skill of making sushi

Marketing Starts with Service Quality

A chiropractic clinic once asked for help boosting patient numbers and improving their marketing. While we did touch on marketing strategies, the real game-changer was getting back to the basics—refining the way they practiced.

Each visit, we reviewed patient interactions, discussed specific cases, and role-played challenging scenarios. This hands-on, continuous learning approach helped the doctors improve their confidence and communication. The result? Within a few months, new patient numbers nearly doubled, and total visits increased by 50%, driven by better retention and reactivations.

When Business Slows Down, Go Back to the Fundamentals

If your numbers are dipping, the first step isn’t better marketing—it’s better service. Start with yourself and your team. Are you genuinely present with each patient? Do you “really” listen and connect?

One of the most successful doctors I worked with approached every patient with deep empathy and curiosity. She didn’t rush into treatment—she listened, observed, and connected both emotionally and physically. Her retention and referrals were outstanding.

On the other hand, her associate, while friendly, lacked that same depth of connection. As a result, her performance—and the clinic’s growth—suffered. Unfortunately, without proper training or mentorship, her skills never reached the necessary level.

Excellence Is Contagious

Great service isn’t just about the doctor. Every team member needs to be aligned in delivering exceptional care. It’s a group effort.

Consider sushi master “Jiro Ono”, whose small Tokyo restaurant had a waitlist over a year long. He dedicated his life to perfecting every element of sushi, constantly refining and improving. His commitment to excellence became his best marketing tool.

As Jiro said: “You must immerse yourself in your work. You have to fall in love with your work. That’s the secret of success.”

The Takeaway

Before pouring energy into marketing tactics, ask yourself: “Have I mastered my craft? Are my team and I truly delivering top-tier care?”

A good business, like a good restaurant, eventually fills itself up—because mastery, presence, and consistent quality attract people naturally.

Keep mastering your skill

Ed

The Big Practice Barrier: Overcoming Growth Challenges in Chiropractic and Health Businesses

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chasm between service and net income

Many practice owners aspire to run million-dollar or multimillion-dollar businesses, but they often face barriers that hinder growth. Despite working hard, many practice owners struggle to achieve the financial success they desire.

 The Core Barrier to Practice Growth

In The Millionaire Next Door by Stanley and Danko, the authors highlight that self-employed individuals are more likely to become millionaires than employees. As chiropractic and health business owners, financial success should be a natural outcome—but it isn’t always the case.

While it may seem like poor revenue stems from lack of new patients, poor retention, inadequate equipment, or economic factors, these are just symptoms of a deeper issue. The real barrier to growth is the **Practice Dilemma**—the challenge of providing excellent patient care while managing a growing business.

The Practice Dilemma

New practices typically don’t face this dilemma because they operate at low capacity. But as your practice grows and reaches 60-70% capacity, balancing high-quality service with the administrative and marketing tasks becomes increasingly difficult. The business requires both leadership and management, but most practice owners struggle to bridge the gap between providing top-notch service and handling business operations.

The primary reason many practice owners don’t become millionaires is their inability to balance quality service with effective business leadership.

 The Solution: The Fast Flow CEO Systemsm

The Fast Flow CEO System (FFCEO) offers a solution to the Practice Dilemma. It allows practice owners to manage their growing business while continuing to deliver world-class service. The FFCEO system divides leadership and management functions between the CEO (the practice owner) and a trained manager.

The **Practice MBA** program trains a trusted employee to handle management tasks, while the business owner focuses on key leadership responsibilities. This system follows the **Pareto Principle**, which suggests that 20% of your efforts yield 80% of the results. By empowering a trained manager to handle most of the operational duties, the CEO can stay focused on patient care and strategic decisions.

 Why Management Training Matters

There is a noticeable lack of management training programs for chiropractic and health business managers. Effective growth requires expert leadership and management, combined with excellent patient care. The FFCEO system enables the doctor to focus on their expertise while a trained manager handles day-to-day operations, bridging the gap between service and business leadership.

Conclusion

If you’re ready to scale your practice and achieve financial success, consider the **Fast Flow CEO System** and the **Practice MBA program**. This approach will allow you to lead effectively while maintaining high-quality care. Take the steps today to ensure your practice’s future success.

Seize Your Future

Ed

The Next Generation of Chiropractic and Healthcare Practice Development: Growing Your Practice from the Inside Out

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it's the manager book cover by clifton and harter

To grow a successful chiropractic practice, there are four key principles that can help improve both your practice and business. These principles are based on years of experience working with doctors and staff in the field.

1. Practice Success Depends on Two Key Factors

  • Quality clinical outcomes: Delivering effective results for your patients.
  • Quality support: Ensuring your practice has the infrastructure and administrative help to maintain and grow.

While excellent results are critical, support is equally important. As your practice grows, administrative demands increase, and these are often overlooked. The key is balancing patient care with behind-the-scenes tasks like scheduling, billing, staff management, marketing, and more. Without proper support, your clinical focus can be distracted.

Remember: It’s not chiropractic that slows you down—it’s everything else!

2. Better Support Leads to More and Better Services, Resulting in Increased Revenue

The equation is simple:  Improving the support for your practice will enhance both the quality and quantity of services provided. With increased and improved services, your revenue will naturally rise. It’s a logical and proven cycle.

3. Better Management Leads to Stronger Practice Performance

Studies show that the most successful practices often have someone in a managerial role, even if they’re not fully trained. These offices tend to have higher and more stable production. The best business owners understand the importance of having a manager, even if they’re still training them.

4. Gallup’s Insight: Management is Key to Long-Term Success

Gallup, a global analytics company, confirms the importance of good management. In their book *It’s the Manager*, they state that **the quality of managers and team leaders is the single most important factor in long-term organizational success. This underscores how critical it is to invest in strong management.

Enter the Goal-Driven Practice MBA

Based on these insights, a new program was created to train chiropractic managers: the Goal-Driven Practice MBA. This program focuses on improving the support system within your practice to enhance both patient care and practice performance. If you’re interested in a personalized training program for your practice, the next session starts in April. Only 10 offices are accepted, ensuring a highly tailored experience.

If you’re interested, contact Linda, the program coordinator, to discuss whether it’s the right fit for your practice.

Seize the Future: Take action now to elevate your practice.

Ed

The “New Will of the World” Chiropractic and Natural Health Care.

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smiling female gardener with a box of fresh tomatoes

The “New Will of the World,” Chiropractic, and Natural Health Care: Embracing Purpose-Driven Change

Gallup, a global analytics company, has identified emerging trends in society through data analysis. One significant trend is the “New Will of the World,” which reflects a shift in social values, including a growing desire for meaningful, purpose-driven work. This trend is influencing both the workplace and health care, where people are seeking more than just a job or pain relief—they’re looking for purpose in their lives.

The “New Will of the World”

This shift involves a broad societal movement towards work and health practices that focus on meaning and personal fulfillment. People—whether in the workplace or as patients—are increasingly searching for deeper connections to their work and well-being.

“Make America Healthy Again” Movement

Coined by Robert F. Kennedy Jr. during his presidential campaign, the “Make America Healthy Again” (MAHA) movement has gained momentum, particularly in the context of promoting chiropractic and natural health care. Kennedy, an advocate for these approaches, has proposed several initiatives:

  • Nutrition and Food Policy: Kennedy focuses on improving nutrition, including revamping the FDA’s oversight of food labeling, limiting ultra-processed foods, and banning harmful additives.
  • Pesticide Reduction: He aims to enforce stricter limits on pesticide use and encourage sustainable farming practices.
  • Revised Dietary Guidelines: Kennedy’s plan is to prioritize whole foods, organic options, and regenerative farming over corporate interests.
  • Support for Small Producers: He pledges to revise regulations to support smaller farmers and create a more level playing field in agriculture.
  • Creating Meaningful Change in Your Practice

Chiropractic offices and health care providers have a unique opportunity to align with this broader movement by offering a work environment and services that reflect purpose and community well-being. You can inspire both your team and patients by adopting the “Make America Healthy Again” ethos. Consider creating local initiatives, such as a “Make [Your Town] Healthy Again” campaign, in collaboration with health food stores, gyms, and local farmers. Hosting workshops, talks, and podcasts can bring the community together while promoting your services.

Engaging Your Team and Community

Your team is seeking more meaningful work, and your patients are looking for more than just pain relief—they desire holistic well-being. By tying your practice to this larger, purpose-driven movement, you can foster a sense of fulfillment and connection with both your staff and the local community. Activities like health-themed workshops or collaborative events with professionals in the community can deepen this mission and benefit everyone involved.

In summary, embracing the “New Will of the World” allows you to create a practice with greater purpose, connecting people to a healthier, more meaningful lifestyle while supporting the growing trend of chiropractic and natural health care.

ED

References and Full Article at [LINK]

He Fired the Chiropractic Assistant When the Stats Went Up

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green light for accepting patients

In the article *He Fired the Chiropractic Assistant When the Stats Went Up*, Ed Petty discusses how a positive attitude at the front desk can significantly impact the success of a chiropractic office. He compares busy and struggling offices, noting that busy offices often have a welcoming, “open” attitude, with a motto like “Always room for one more!” These offices focus on getting as many people as possible in for adjustments, creating an atmosphere of openness and enthusiasm. In contrast, less busy offices tend to have more rules and prioritize collections over patient care.

Petty shares a story of an office where the front desk assistant, despite being new to computers, became incredibly enthusiastic after attending a chiropractic seminar. Her attitude transformed, and visit numbers skyrocketed. However, due to computer issues and billing frustrations, the doctor fired her, which resulted in a decline in visits and the eventual loss of an associate. Petty argues that the doctor should have hired someone for data entry, allowing the front desk assistant to continue her work of promoting chiropractic care.

The article emphasizes that the front desk plays a crucial role in driving office volume and that a “high capacity” mindset is essential. Petty encourages chiropractic teams to ask their front desk if they can handle increased patient visits, and similarly, evaluate their own capacity for growth. He concludes with a call to adopt a “Big Capacity” attitude, referencing his book *The Goal Driven Business* and his upcoming Practice MBA program, to help chiropractic offices grow and succeed.

Read the full article here [LINK]

Sign up for Waitlist

The Cobbler’s Children Have No Shoes

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shoe cobbler sitting with 4 children telling a story.Are Your Chiropractic Staff on Health Programs?

You may recall the proverb about the cobbler’s children not having shoes, which illustrates how people often neglect their own needs while helping others. This happens in various fields—like a laundromat where the employees wear dirty clothes or a car repair shop with poorly maintained cars.

Recently, many offices we work with have had staff missing work due to illness, which can be costly. As the saying goes, “An ounce of prevention is a pound of cure.” Health should be a core value for your team, something everyone strives for, not just a business mission. It should be like a fun quest—finding ways to get healthier.

Unfortunately, some teams aren’t on health programs or aren’t as informed as they could be. Your staff should be the healthiest and fittest in town, with strong immune systems and natural remedies to boost their health during flu season.

While taking care of patients is a priority, it’s equally important to focus on improving your own team. This includes training your employees to enhance their skills and knowledge of your services. A trained, motivated practice manager can support both your people and your practice.

If you’re interested in having someone trained as your manager, sign up for our waitlist, and I’ll send you details about the upcoming program starting March 31.

In the meantime, encourage your team to start their mornings with planks, Vitamin D, and green drinks—and maybe a little dancing!

Take care of your people, including yourself, and stay goal-driven.

Ed

Read the full article here [LINK]

Sign up for Waitlist

Overcoming the Barrier to Consistent Marketing

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4 month marketing calendar The biggest challenge in marketing is inconsistency. There are a few key reasons for this:

  1. No one is in charge of marketing.
  2. Time constraints. Many businesses struggle to find time for marketing.
  3. Uncertainty about how to plan. It can be difficult to know where to start or how to structure marketing efforts.

The Community Education Program addresses these issues, drawing from the experience of managing over 20 offices in Wisconsin. This program provides a clear, actionable framework for marketing your services consistently.

Marketing Principle: Newton’s Third Law

Marketing works like Newton’s Third Law of Motion: for every action, there’s an equal and opposite reaction. This means that when you promote something, you will get a response. By setting up a monthly marketing plan in advance, you ensure something is always going out, even if you add extra activities later.

How the Community Education Program Works

  1. Project Manager: Assign someone (typically the marketing coordinator) to oversee marketing efforts, ensuring everyone is involved.
  2. Central Theme: Select a theme for the upcoming months, focusing on proven marketing tactics and common health concerns your services address.
  3. Targeted Promotions: Tailor your efforts to different groups:
    • Active Patients: Use word-of-mouth, posters, coupons, and workshops.
    • Inactive Patients: Reach out via newsletters and social media to re-engage them.
    • Community Referral Sources: Engage gyms, dentists, and other local professionals with emails, flyers, and direct contact.
    • Non-Patients: Use ads to attract new patients.

Example for a Chiropractic Practice

February: Neuropathy Awareness Month

  • Event: $29 screening exam and consultation.
  • Workshop: “Nature’s Remedies: Six Holistic Approaches to Easing Neuropathy” at your office and senior centers.

Marketing Channels:

  • Active Patients: Posters, coupons, word-of-mouth.
  • Inactive Patients: Success story newsletters.
  • External Referral Sources: Posters at senior healthcare facilities and workshops.
  • Advertising: Social media.

Fun Future Themes

  • March: Kids Health Month – “Leprechaun’s Health Month.”
  • April: Summer Fitness – Include a golf workshop.
  • May: Women’s Health – Focus on pregnancy and new baby care.
  • June: Back Pain Awareness Month.
  • July: Headache Awareness Month.
  • August: Athletics for Kids – Concussion prevention and recovery.

By planning monthly themes in advance, you can ensure consistent marketing, even if other programs are running throughout the year.

Marketing Principle: Quantum Physics

While Newtonian physics explains marketing’s action and reaction, Quantum Physics suggests that we are all connected and that our emotions and energy influence our outcomes. Stay positive, stay energized, and keep a good vibe in your marketing efforts!

How to Avoid the Groundhog Day Syndrome in your Chiropractic Office.

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What would you do if you were stuck in one place and everyday was exactly the same, and nothing you did mattered?

Here is a summary of Ed’s weekly Goal Driver Newsletter.  Jump here to read the full article.

The Groundhog Day Syndrome can feel like doing the same thing over and over, with no progress or change—whether it’s handling repetitive tasks or dealing with the same issues at work. This can lead to burnout and a sense of being stuck, much like the movie Groundhog Day, where the main character endlessly relives the same day.

Life is cyclical, and each cycle offers new opportunities for growth, much like levels in a game. If your team is feeling bored, stressed, or stagnant, it might be time to move to the next level.

Here are two strategies to avoid the Groundhog Day Syndrome:

Create a Fun Theme for the Year: Choose a theme that aligns with your mission, such as encouraging fitness or community service, to motivate your team and patients.
Constant Improvement: Regularly evaluate how you can improve services, outcomes, and overall performance. Treat it like a game—always striving to level up.

Start the new year with fresh goals, and embrace growth! Consider enrolling in our Practice MBA program starting March 31, 2025, for further development.

Let’s break the cycle and keep moving forward!

Ed

MBA Program Information[LINK]

 

Ask Lisa: Setting Up Finances With Your Patients

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BJ Palmer had a quote: “Chiropractic is health insurance. Premiums small. Dividends large!”

Following this super quote, we have worked with offices for many years schooling them into implementing these mottos:

  • We will accept all patients, regardless of their ability to pay, but we also must operate the clinic as a proprietary business, i.e., for profit, and the patient must want the care–not just “want a discount.”
  • Each case will be individually handled and patients will receive a copy of their financial arrangements.
  • Each patient file will have a copy of the patient’s individual financial arrangements.

How does the successful office achieve these goals?

First, to comply with Centers for Medicare and Medicaid’s No Surprises Act as a covered entity, each patient will have an idea what our range of charges are and that the charges will vary depending on what is done. Explain that the adjustment charges will vary from $XX to $XX, therapies will add $XX to $XX, and exams, diagnostic tests, etc. will add to that. Typically the average office visit will be from $30.00 to $140.00 per visit. This can be shared when the new patient calls in for their first appointment, or placed on your website.

Second, determine if you will be filing claims to insurance, and if patient has a copay or deductible. If there is a financial barrier with co-pays or deductibles, work with the patient during your meeting with them so that the patient does not drop out of care for financial reasons. To stay in compliance, note any waived fees or co-payments on your financial form, indicating why they were waived (no job, too many bills). Alert payment arrangements in your practice software so that the front desk and anyone doing follow-up knows exactly what the patient has agreed to pay each visit.

The patient should already have a good idea after Day 1 from the Report of Findings and the schedule you just worked out with them how many times they will be coming in. Ask the patient if they will have any problem with this and watch the patient to make sure that they will be comfortable with the fees you are presenting (previously calculated prior to meeting with patient).

(These next sections are specific to Wisconsin offices and offer examples. However, if you find this information interesting and you want more information and are outside WI, contact us for further information.)

If you are not filing to insurance, patients are considered self-pay. Let the patient know that they must pay at the time of service for any discount given. To be successful, you cannot reduce your fee while running up patient balances.

Any discount or special fee must be noted on the financial agreements and in the computer. The financial agreement must indicate why there are special discounts given. This can be simply noted in the space provided, such as “patient discount to $30 per visit-financial hardship” or “patient has just started new job-discount given to $30 per visit”. The CA or doctor, and patient, must sign the form.

For self-pay patients who can afford care, are on a routine schedule and show up, in order to give a discount they should be required to prepay, for a package of XX visits, typically with up to a 35% discount.

With the above policies in place, you can help many more people increase their health dividends, removing any financial barriers. Implementing these steps are key to expanding and growing your practice!

If you have any questions regarding financial arrangements and/or insurance please feel free to reach out to me.

Lisa Barnett
920-334-4561
lisa@pmaworks.com

ASK LISA: The Vital Importance of the Post Report & Patient Financial Consultation

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Greetings,

In our last two webinars, we discussed the importance of patient financial consultations.

Let’s delve into why they are so important to your bottom line and how you can set them up for success.

First, changes to insurance coverage and managed care have created an environment where third-party reviewers sometimes have more say in your patient’s length of care than you do.

Second, it is important to note that the financial consultation is a part of the overall Post Report. To be successful, all steps below should be reviewed and completed with each patient, whether they are new or re-activating their care. Why a post report?

The purpose of the post report is for the staff to fully address with the patient any obstacles to the patient getting the care they need and to set the patient up for their schedule of care. This includes setting up multiple appointment schedules, emphasizing the importance of staying on the schedule of care, discussing missed appointments, discussing any needed financial arrangements, going over how to check in at future visits, establishing where the patient should turn with questions or problems, and reassuring the patient in their decision to follow through with care.

Before you meet with the patient for the financial consultation, you also have to have a clear understanding of what you want to accomplish with your financial plans for patients. Your plans need to line up with the goals you have in your office and you need to individualize the plans. Do you want a high percentage of cash, wellness patients? An insurance-based family practice? PI or Work Comp acute care rehab practice? Is the patient undergoing a financial hardship? Each has a different set of criteria for tailoring patient financial agreements.

As these become more common, you can increase your patient retention and compliance by offering more OPTIONS for patient payments. Yes, this requires more work and more follow up, but adjusting to changing business practices in the world often require changing your internal procedures and policies. Adapt and offer ways to make care affordable, then promote these options so that patients see there is a way for them to get the care they need at a price they can afford.

Our Motto: Financial Plans are Liberal; Collections Policies Are Not.

This doesn’t mean reducing your fees or giving away services. On the contrary. For example, a new car costs many thousands more than your treatment plan, but auto dealers are adept at showing the customer ways they can drive that car home today.

Standardizing these procedures will ensure that your patients feel well taken care of at the office at all times.

Questions? We can help.

Click HERE for a sample care plan and financial plan template. [LINK]

Does Your Chiropractic Practice Have Team Bonuses?

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As a business owner, you want to reward success. Heck, you want to be rewarded for your success as well (at least one of these days! lol) It’s the American Way, right?

But, unfortunately, bonus systems don’t always work and aren’t always fair. Yet, within reason, we still recommend them.

Here are four basic needs and two types of motivation when rewarding employees.

Read the full article here to find out the details:   https://www.goaldriven.com/post/does-your-chiropractic-practice-have-team-bonuses

Improving Your Chiropractic Practice Team Meetings

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Team meetings can be very effective at improving the quality and quantity of your services.

At best, they bring everyone into alignment with the goals of the practice. They can release energy that results in sometimes almost magical results. I have seen it!

Here are some key tips for improving chiropractic practice team meetings:

1. Set Clear Goals and Structure

    • Hold weekly meetings, ideally on Mondays to start the week strong
    • Limit meetings to 1 hour maximum
    • Create a consistent agenda covering key areas like practice goals, statistics, department updates, etc

2. Encourage Participation

  • Require all staff to attend and come prepared to participate actively
  • Allow time for each team member to report on their department
  • Create an open forum for discussion and suggestions

3.  Focus on Improvement

  • Review practice statistics and track progress on goals
  • Discuss what’s working well and what needs improvement
  • Develop action plans to address any issues

4. Boost Motivation

  • Start with positive affirmations or recognizing accomplishments
  • Highlight exceptional work by staff members
  • Share patient success stories to reinforce the practice’s mission

5. Maintain Professionalism

  • Avoid criticizing individuals or changing policies during meetings
  • End on a positive, inspirational note
  • Follow up on action items and “to-do” lists from previous meetings

By implementing these strategies, you can transform your team meetings into productive, energizing sessions that align your staff and drive practice growth. Regular, well-run meetings are crucial for improving communication, motivation, and overall practice performance.

Read the full article here:  https://www.goaldriven.com/post/improving-your-chiropractic-practice-team-meetings

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If your practice-building efforts aren’t taking you to your goals, there are reasons — many of which are hidden from you.

Find out what they are and how to sail to your next level by getting and implementing my book, The Goal Driven Business.

goal driven business www.goaldriven.com
 

The Goal Driven Business

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The Chiropractic Patient Engagement Scale

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group of goal driven patient focused people “The Chiropractic Patient Engagement Scale” outlines the importance of leadership and patient engagement in chiropractic practices. It emphasizes that effective management and leadership are crucial for the success of a practice, as they enable clinic directors to focus on leading rather than being bogged down by administrative tasks. The article highlights the role of leaders in providing trust, compassion, stability, and hope to both staff and patients.

I’ve put together a Leadership Scale that you can you use or make one of your own, and recommend that you review it often. You can go over it with your team and reflect on it – get everyone’s opinion on where the office ranks. You can also have individual doctors, providers, and departments rank themselves in terms of how well they provide leadership from their role.He also shares Fives Levels of Leadership Scale where you can rank your own office

Download the scale and read the full article here:

https://www.goaldriven.com/post/your-leadership-with-your-chiropractic-patients

Ed

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

If your practice-building efforts aren’t taking you to your goals, there are reasons — many of which are hidden from you.

Find out what they are and how to sail to your next level by getting and implementing my book, The Goal Driven Business.

goal driven business www.goaldriven.com
 

The Goal Driven Business

goal driven business buy now button

Where Is Your Chiropractic Marketing Department?

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two business women discussing marketing

Excellent Service in Your Chiropractic Practice is Marketing

Here is a little exercise that can boost your new patients and improve the quality of your patient care. And create a little more excitement in the practice in the bargain.

First, let’s review a couple of wise words about marketing:

1. Jay Levinson, from his book Guerrilla Marketing.

Marketing is everything you do to promote your business, from the moment you conceive of it to the point at which customers buy your product or service and begin to patronize your business on a regular basis. The key words to remember are everything and regular basis.

2. Peter Drucker, Management: Tasks, Responsibilities, Practices (p68)

Marketing is so basic that it cannot be considered a separate function (i.e.,a separate skill or work) within the business, on a par with others such as manufacturing or personnel. Marketing requires separate work, and a distinct group of activities. But it is, first, a central dimension of the entire business. … Concern and responsibility for marketing must, therefore, permeate all areas of the enterprise.

What Levinson says is that marketing is EVERYTHING you do consistently.

Drucker says that while there are specific marketing activities, marketing is too fundamental to have its own department. It is a “central dimension of the entire business.”

Yes, there are specific marketing activities to help your chiropractic and healthcare practice, some of which you delegate to advertisers, such as Internet marketers. Larger offices hire field representatives. I have hired and trained practice marketers who effectively generated new patients from external activities.

However, most of your practice marketing comes from the actions you and each team member take in the office. This is true in ANY business, but especially in chiropractic or smaller independent healthcare offices.

A common misconception is that some vague or distant marketing department or advertising company takes care of marketing and is not a “central dimension” to each person’s job.

Every position in your office has a marketing component. It comes with the role of a team member. Doctor, front desk, billing and patient accounts, therapy, rehab, and anyone who is on the team, is a marketer.

So, where is the marketing department? It’s your entire office! Here are a few marketing activities each team member can do:

  • Be genuinely interested in each patient.
  • Honestly care for how each patient is doing.
  • Do your very best with each patient with Present Time Consciousness.
  • When and if appropriate, invite your patient to bring in a family member or friend for a scheduled consultation or event.
  • Congratulate patients for any success.

Then, there is a list of specific marketing activities you can do: newsy newsletters, internal and external events to the office. You can find many of these suggestions on our blogs.

HEALTHCARE TEAM MEMBER MARKETING EXERCISE

In your team meeting, have each team member present at least two types of marketing actions they can do from their position every day.

Help them with this. If you have time, have your team practice their marketing procedure with each other.

As an added emphasis, consider that now that we are in the world of AI, real-life human interest and live communication is more valuable than ever. Believe it or not, one of your key marketing “niches” is just your plain ol’ non-hyped interest in the other person. Never fake that. In our ever-increasing sterile and digital world that is becoming more robotic, less human, and less spiritual each day, genuine human communication is more valuable than ever.

Don’t ask for where the marketing department is,

For it resides within thee!

Always selling health,

Ed

P.S. By the way, I left out telling jokes as a marketing action! One office up “nort” here in Wisconsin, I swear, generates new patients with the doctor’s Ole and Lena jokes! This may not be appropriate for your office though! (lol)

OLE AND LENA (A favorite!)

Ole and Lena got married.
After a beautiful ceremony and a fun but modest reception, they got in Ole’s car and headed out on their honeymoon.
When they reached Saint Paul, Ole put his hand on Lena’s knee.
Lena said, “Ole, we’re married now. You can go farder den dat.”
So Ole drove to Duluth.

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

If your practice-building efforts aren’t taking you to your goals, there are reasons — many of which are hidden from you.

Find out what they are and how to sail to your next level by getting and implementing my book, The Goal Driven Business.

the goal driven business by edward petty

The Goal Driven Business
By Edward Petty

order now button

Use the Learning Pyramid for a Better ROI in Your Chiropractic Healthcare Practice

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three generations of women cooking in a white kitchen

Don’t complain. Just train

“Over the long run, superior performance depends on superior learning.”
— Peter Senge

As the Clinic Director of your chiropractic and healthcare practice, you instinctively know that if you are not continually improving the service to your patients and potential patients, they will go to practices that are.

In fact, if you do not provide the BEST outcomes and service in your area, patients and potential patients will look for other practices that are the best, or at least better than you.

The BEST health care practice wins in the long run.

So, how do you get to be the best?

By constant improvement!

This was the concept the Japanese pushed in the 1970’s with their cars. They called it Kaizen.

Speaking of Japan, there was a study that showed how many hours employees trained over a 6-month period. Japan spent an average of 364 hours, Europe averaged 178, and the U.S. a paltry 42.* I discuss this more in my book, The Goal Driven Business. (pg 156)

The formula for improvement is simple: study and train.

The purpose and goal of training is improvement. This is why professional athletes and musicians constantly train. They do this for improvement and, ultimately, to bring about a good return on their investment.

Improvement has a definite ROI! A study by the Associate for Talent Development found that companies offering comprehensive training programs have 218% higher income per employee compared to those without formalized training.*

But what are the best methods for training — reading, listening, podcasts, seminars?

USING THE LEARNING PYRAMID TO TRAIN YOUR CHIROPRACTIC TEAM

The Learning Pyramid* illustrates the percentage of knowledge retained through various learning methods. Here are the typical percentages associated with each method:

  1. Lecture: 5%
  2. Reading: 10%
  3. Audio-Visual: 20%
  4. Demonstration: 30%
  5. Discussion: 50%
  6. Practice by Doing: 75%
  7. Teaching Others: 90%

This model emphasizes active participation in the learning process. Teaching others or practicing by doing, leads to higher knowledge retention rates compared to passive methods like listening to lectures or reading.

If you take your team to a seminar, do it for camaraderie and the sense of being part of something bigger. It can be motivational. But then, ensure that they take notes from one of the presentations and then teach it to the rest of the team at the next staff meeting.

Another angle is to have team members select a chapter from a book you all are reading (from your Lending Library!) and then have them teach it to the rest of the team a month later.

Train on your procedures every month. For example, you could demonstrate how you would like a patient to be positioned on a therapy table. (Get it recorded for future reference!) Then, have a staff member demonstrate the procedure back to you. You can also pair people and role-play the procedure. Do this for any of your office procedures. For those of you in group practices, doctors can practice their procedures.

BALANCING INFORMATION WITH PRACTICAL APPLICATION

The idea is that there are two sides to the learning coin: the information side and the practical application side. You can’t learn how to throw a fastball from reading a book. You must find a baseball and someone brave enough to catch your pitches and practice throwing hundreds of times. However, a book may have useful information on improving your throwing technique from those who have done it more than you.

It is best to go over the idea of training and improvement with your team first so they understand what you are doing and why.

Keep training fun. Your manager should ensure that training occurs every month.

And like Clarence Gonstead said:

“Practice. Practice. Practice. Never stop.”
“Our future will be our results.”

Keep training,

Ed

P.S. Who was Clarence Gonstead, D.C.

References:

ROI on training. An Evidence-Based Look at the ROI of Investing in Training (mentorgroup.us)

Clarence Gonstead https://www.gonstead.com/

The Learning Pyramid the learning pyramid – various percentages of retention. (thepeakperformancecenter.com)

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

If your practice-building efforts aren’t taking you to your goals, there are reasons — many of which are hidden from you.

Find out what they are and how to sail to your next level by getting and implementing my book, The Goal Driven Business.

the goal driven business by edward petty

The Goal Driven Business
By Edward Petty

order now button