When To Bring An Associate On Board
Clinical Overload Review Checklist
If you “check” YES to 8 or more of the following questions, you should consider hiring an associate.
- ☐ Are you consistently reaching your monthly production goals and year-end goals?
- ☐ Is it difficult to schedule appointments within a reasonable amount of time?
- ☐ Is the schedule booked solid 6-8 weeks out?
- ☐ Are you averaging 15-20 or more new patients a month?
- ☐ Are referral sources annoyed because patients cannot get a timely appointment?
- ☐ Is the time you allocate to each appointment getting shorter?
- ☐ Do you campaign to reactivate inactive patients with unscheduled treatment plans?
- ☐ Are you consistently behind schedule?
- ☐ Are patient complaints on the rise?
- ☐ Does the staff constantly seem overworked, irritated or stressed?
- ☐ Does the staff make mistakes because they are too busy to pay the necessary attention to detail?
- ☐ Is production stagnant? (The primary dentist should be seeing at least 1,500 active patients over 12-18 months and annually grossing income of $750,000 for doctor and $250,000 for hygiene)
- ☐ Is the practice’s overhead expense ratio on the rise? (Overhead should be 55-60% for a healthy practice to take on more staff expenses)
- ☐ Can a new associate perform dentistry skill you currently refer out in order to maintain revenue in the practice?