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DIAGNOSTIC

(a). Revenue Cycle Management

1 2 3 4 5 6 7 8 9 10

(b). Hygiene/Recare

1 2 3 4 5 6 7 8 9 10

(c). Ortho/Implants/Endo/Perio.

1 2 3 4 5 6 7 8 9 10

(d). Communication Systems

1 2 3 4 5 6 7 8 9 10

(e). Treatment Acceptance

1 2 3 4 5 6 7 8 9 10

(f). Customer Service

1 2 3 4 5 6 7 8 9 10

(g). Marketing

1 2 3 4 5 6 7 8 9 10

(h). Procedure Addition

1 2 3 4 5 6 7 8 9 10

(i). Overhead Management

1 2 3 4 5 6 7 8 9 10

(j). Scheduling for Success

1 2 3 4 5 6 7 8 9 10

(k). Real-Estate Management

1 2 3 4 5 6 7 8 9 10

(l). Transition Analysis

1 2 3 4 5 6 7 8 9 10

(m). IT Analysis (AI Development)

1 2 3 4 5 6 7 8 9 10

(n). Loss Prevention

1 2 3 4 5 6 7 8 9 10

PRACTICE PROFILE

1. What practice software do you use?

2. Who answers the phones at the practice currently?

3. Is there a phone call script? (If yes, please attach it here)

Yes No

4. Do you have a written S.O.P.? (If yes, then attach a copy of it here)

Yes No

5. Are all the phone calls to the practice currently being recorded, reviewed and graded for call quality?

Yes No

6. Below describe exactly what training each position/new hire receives for Front Desk, RDA, Hygienist, Practice Manager, Treatment Coordinator, Associate Dentist & Specialists.

7. How much per month do you spend on acquiring new patients? And what exactly is this budget currently spent on?

8. How much does the practice produce and collect each month for the past six months? Attach screenshots from the practice software.

9. How many new patients do you see per month?

10. What are the three most popular procedures that the practice does currently?

11. How many ops do you have?

12. How many team members do you currently have? What are their names and current positions?

Smile Doctor offers consulting to define your practice vision, streamline operations, enhance patient flow, track accountability, and improve communication for seamless daily and weekly logistics.

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