Calls
Whether every caller reaches someone, at any hour, and can book without calling back.
16 questions about how your practice handles calls, scheduling, clinical admin and payments. It takes about 4 minutes.
Step 1 of 7
Whether every caller reaches someone, at any hour, and can book without calling back.
Whether booked visits happen, and whether openings are refilled before they go to waste.
Whether refills, results, notes and referrals reach the right person without staff chasing them.
Whether coverage and approvals are in place before the visit, and whether balances are paid without a phone call.
Each question scores 0, 1 or 2 points, so each area scores up to 8 and the whole scorecard up to 32. The fixes are ordered from your lowest answers up.
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Where most visits are paid by insurers, the payments questions ask about coverage and approvals. Where patients pay themselves, they ask about prices and deposits.
Something else? Ask us directly.