DENTAL DENTAL PRACTICE GROWTH CHECKLIST: KPIS AND STRATEGY

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--- KPI TRACKING & ANALYSIS ---
[ ] New Patient Acquisition Rate (Monthly)
[ ] Patient Retention Rate (Annual)
[ ] Average Treatment Value
[ ] Appointment Show Rate (%)
[ ] Case Acceptance Rate (%)
[ ] Date of Last KPI Review
[ ] Review Period (Quarterly, Semi-Annually, Annually) (Quarterly, Semi-Annually, Annually)

--- PATIENT ACQUISITION & MARKETING ---
[ ] Monthly Marketing Budget
[ ] Current Marketing Channels Used (Website SEO, Social Media Marketing, Paid Advertising (Google Ads, etc.), Email Marketing, Local Partnerships, Community Events)
[ ] Target Patient Demographic (Families, Young Adults, Seniors, Specific Ethnic Groups)
[ ] Describe Current Marketing Strategy
[ ] Marketing Materials (Brochures, Flyers)
[ ] Next Marketing Campaign Start Date

--- PATIENT RETENTION & LOYALTY ---
[ ] Last Appointment Recall Frequency (Months)
[ ] Recall Method Used (Phone Call, Text Message, Email, Postcard)
[ ] Patient Appreciation Activities Offered (Birthday Cards, Holiday Gifts, Loyalty Programs, Exclusive Promotions)
[ ] Notes on Patient Retention Strategies
[ ] Date of Last Patient Satisfaction Survey
[ ] Patient Feedback Mechanism (Online Reviews, In-Office Surveys, Personal Interviews)

--- OPERATIONAL EFFICIENCY & COST OPTIMIZATION ---
[ ] Supply Usage Rate (per month)
[ ] Preferred Vendor Comparison (Cost vs. Quality) (Vendor A, Vendor B, Vendor C)
[ ] Utility Costs (monthly)
[ ] Areas for Workflow Improvement (Appointment Scheduling, Patient Check-in, Treatment Room Turnover, Billing Processes)
[ ] Labor Costs per Procedure
[ ] Date of Last Equipment Maintenance
[ ] Review of Outsourcing Options (e.g., Lab, Billing) (Current In-House, Evaluate Outsourcing)

--- TEAM DEVELOPMENT & TRAINING ---
[ ] Identify Training Needs (Communication Skills, Clinical Procedures, Patient Management, Software Proficiency, Infection Control)
[ ] Scheduled Training Date
[ ] Hours of Training Completed
[ ] Training Summary & Key Takeaways
[ ] Trainer/Instructor (Internal, External)
[ ] Upload Training Certificates/Materials
[ ] Employee Feedback on Training

--- FINANCIAL PERFORMANCE & BUDGETING ---
[ ] Projected Revenue for Next Quarter
[ ] Actual Expenses (Last Month)
[ ] Patient Collection Rate (%)
[ ] Budget Review Date
[ ] Outstanding Accounts Receivable (Days)
[ ] Notes on Financial Performance
[ ] Net Profit Margin (%)

--- TECHNOLOGY & INNOVATION ---
[ ] Practice Management Software Version (v1.0, v2.0, v3.0, v4.0 or later)
[ ] Number of Digital X-Ray Units
[ ] Patient Communication Platform Used (Email, SMS, Patient Portal, Other)
[ ] Last Cybersecurity Training Date
[ ] Cloud Storage Services Used (Google Drive, Dropbox, Microsoft OneDrive, Other)
[ ] Cybersecurity Audit Report

--- COMPETITIVE ANALYSIS & MARKET POSITIONING ---
[ ] Number of Competitors in Service Area
[ ] Competitor Strengths (Select all that apply) (Advanced Technology, Strong Online Reputation, Convenient Location, Specialized Services, Competitive Pricing)
[ ] Summary of Competitor Weaknesses
[ ] Our Primary Competitive Advantage (Exceptional Patient Care, Advanced Technology, Convenient Location, Specialized Services, Competitive Pricing)
[ ] Assessment of Our Brand Perception vs. Competitors
[ ] Notes on Potential Niche Markets

--- LEGAL & COMPLIANCE ---
[ ] Last HIPAA Training Completion Date
[ ] OSHA Compliance Status (Compliant, Needs Improvement, Not Compliant)
[ ] Number of Patient Records Audited (HIPAA)
[ ] Areas of HIPAA Compliance Reviewed (Notice of Privacy Practices, Business Associate Agreements, Data Security Measures, Patient Rights and Access, Breach Notification Procedures)
[ ] Summary of Recent Compliance Audit Findings
[ ] Copy of Current Business Associate Agreements

--- GOAL SETTING & REVIEW ---
[ ] Target Patient Acquisition Rate (Monthly)
[ ] Target Revenue Growth (Annual)
[ ] Review Date for Patient Satisfaction Scores
[ ] Number of New Services to Offer (Next 6 Months)
[ ] Current Status of Website Redesign (Not Started, In Progress, Completed)
[ ] Summary of Progress Towards Goals (Brief Notes)
[ ] Next Review Meeting Date

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