— 01
Patient Acquisition & Intake
- Is your new patient intake form available online — and does it actually pre-populate into your practice management software?
- Are insurance benefits verified before the patient arrives, or does the front desk scramble day-of?
- Do new patient inquiries get a response within 5 minutes during business hours?
- Is there a phone script for new callers — so every team member presents the practice consistently?
— 02
Scheduling & Chair Utilization
- Do you know your hygiene reactivation rate — how many overdue patients actually come back?
- Is your schedule optimized for production per hour, or is it filled first-come, first-served?
- Are same-day openings filled from a short-call list — automatically, not manually?
- Do you track open chair time weekly and know its dollar cost?
— 03
No-Shows & Cancellations
- Are appointment reminders going out via text and email — at least 48 hours and 2 hours before?
- When a patient no-shows, does an automated follow-up go out within the hour?
- Do you know your no-show rate this month, and is it trending up or down?
— 04
Treatment Plan Follow-Up
- Are unscheduled treatment plans followed up on within 7 days — by someone other than the doctor?
- Do you know the total dollar value of unscheduled treatment sitting in your system right now?
- Is there a sequence for patients who say “let me think about it” — or do they just disappear?
— 05
Patient Recall & Retention
- Is your recall system automated, or does someone manually pull a list each week?
- Are patients who have not been seen in 12+ months getting a reactivation campaign — not just a postcard?
- Do you have a referral program that current patients actually know about?
— 06
Reputation & Reviews
- Are you asking every satisfied patient for a Google review — with a specific, easy process?
- Is every online review responded to within 24 hours — including the positive ones?
- Do you know how many new patients found you through Google this month vs. referrals vs. insurance directories?