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Practice Check Up Survey
This information is confidential and will not be shared with a third party
Full Name:
Date:
MM/DD/YYYY
Practice Name:
Mailing Address:
Office Phone:
xxx-xxx-xxxx
Office Fax:
xxx-xxx-xxxx
Home Phone:
xxx-xxx-xxxx
Mobile Phone:
xxx-xxx-xxxx
E-mail Address:
PERSONAL PROFILE
Chiropractic College:
Year Graduated:
Marital Status:
Married
Single
Divorced
Widowed
Ages of Children:
1.
2.
3.
4.
5.
Are you comfortable with the current state of balance between your practice and personal life?
Yes
No
Do you ever feel burned out at the end of the week?
Yes
No
How many vacation days have you experienced over the last twelve months?
If you do not change anything that you are currently doing, will you be satisfied with where your practice will be five years from now?
Yes
No
Unsure
What do you consider your #1 practice challenge?
What are your goals for your practice in 2007?
PRACTICE DEMOGRAPHICS
Monthly Practice Statistics:
Office Visits
/mo.
New Patients
/mo.
Services
/mo.
Collections $
/mo.
Give a breakdown of the following:
Health Insurance
%
HMO
%
Work Comp
%
Personal Injury
%
Cash
%
Medicare
%
Medicade
%
Are you a participating Medicare provider?
Yes
No
Your top three sources for new patients last year:
Patient Referral
MD/DO Referrals
Attorney Referrals
Industrial Medicine
Lectures
Screenings
Dinners
Direct Mail
Television
Radio
Print Ads
Yellow Pages
Newspaper
Coupons
Others
What is your monthly marketing budget?
$
/month
Do your marketing and public relations programs attract the type of new patients you wish to see?
Yes
No
Unsure
Do you currently belong to a Practice Management Group?
Yes
No
If YES, Name:
Are you interested in Patient Management Group?
Yes
No
PRACTICE DESCRIPTION
Type of Practice:
Sole Practitioner
Employ Associates
Partnership
Corporation
Do You:
Practice Full Time
Manage Part Time
Manage Only
Do you practice in more than one location?
Yes
No
Do You:
Office Building
Store Front
Home Office
High Rise
Other:
Number of square ft:
How many adjusting rooms?
How many rooms are exclusive adjusting rooms?
How many hours a week do you practice?
Do you share your office with anyone?
Yes
No
Number of professionals employed:
DCs
MDs
DOs
PTs
PTAs
LMTs
Other
How many total staff members:
Can your current systems handle the loss, replacement, and training of each of your key staff members?
Yes
No
Unsure
Do you lease/own a Spinal Decompression Table?
Yes
No
Do you use/recommend nutritional products?
Yes
No
If yes which one:
Would you be interested in developing a new revenue stream from your practice?
Yes
No
Do you recommend orthotics?
Yes
No
PATIENT CARE
Check the passive modalities you regularly include in your care plan:
Massage Therapy
Ultrasound
EMS
TENS
Heat
Cryotherapy
Paraffin
Whirlpool
Infrared
Intersegmental Traction
Interferential
Others
Do you own rehab exercise equipment?
Yes
No
If yes, what equipment:
What amount of floor space is devoted to active care rehabilitation exercises?
Less than 10%
10-20%
21-30%
More
Check the active care procedures you regularly include in you care plan:
Therapeutic Exercises
Therapeutic Activities
Neuromuscular Reeducation
Manual Therapy
Massage
Activities of Daily Living
Other
Would you be interested in developing a new revenue stream from your practice?
Yes
No
Do you recommend orthotics?
Yes
No
FINANCES
Do you measure and monitor your practice statistics?
Yes
No
Does your practice have a written patient financial policy?
Yes
No
Does your practice provide a menu of financial options for your patients?
Yes
No
Do you use billing software?
Yes
No
Do you use electronic billing?
Yes
No
Do you use an outside billing services?
Yes
No
How many months of emergency budget do you have saved?
How long would your practice continue to run at its current levels of production without your presence?
Do you have a "done date" at which you wish to reach financial security?
Yes
No
Do you currently have an "exit strategy" in place for when you no longer wish to practice on a full-time basis?
Yes
No
COMPLIANCE
Do you use?
Travel Cards
Multi-Compartment Patient File Folders
Routing Slips
After how many visits are patient reexamination routinely performed?
Visits
How much time is spent (minutes) for:
New Patient Exam
mins.
Report of Findings
mins.
Re-Exam
mins.
According to a nationally accredited source, in relation to what is usual and customary for you community, your fees are:
Below Average
Average
Above Average
Unsure
When writing a diagnosis, how many diagnostic descriptions (ICD-9 codes) do you typically use?
1
2
3
4
more
Which of the following modifiers do you routinely use when billing services and procedures?
25
51
52
59
76
Unsure
How many CPT codes do you typically bill per patient visit?
1
2
3
4
more
Do you routinely link CPT codes to diagnostic descriptors?
Yes
No
My practice has a designated Compliance Officer?
Yes
No
Unsure
My practice has a designated HIPAA Security Officer?
Yes
No
Unsure
My ownership and compensation agreements are Steak Officer?
Yes
No
Unsure
Are you confident that your documentation meets or exceeds insurance and regulatory requirements?
Yes
No
Unsure
Are you concerned about your current level or post-payment insurance audits?
Yes
No