End-of-the-Year Practice Housekeeping Tips

1. Compile and analyze 2020 practice performance data; i.e. prospects, consultations closed, procedures closed, surgeries closed, new patient volume, patient-of-record volume, number of surgeries, procedures, revenues, etc. Prepare for analysis and adjustments in 2021. Be sure document findings and review with staff.
2. Compile and analyze 2020 practice marketing data; i.e. marketing program results. Prepare for analysis and adjustments in 2021. Document findings and discuss with staff to prepare a promotional program implementation plan.
3. Analyze staff performance for effectiveness and efficiency. Identify hiring and training needs.
4. Assess practice equipment and procedure needs; i.e. purchase new equipment, retire devices, add/delete services.
   Prepare budget for purchasing, staff training plan, and marketing roll-out.
5. Review pricing of procedures/services and profit/loss. Shop your competitors to determine if you need to revise your prices. Hire consultant to provide information on pricing and how well your competitors quote fees and sell their services.
6. Compile patient satisfaction information and analysis of reviews and practice reputation. Implement and monitor plan to compile reviews.
7. Assess website performance. Discuss with your website provider your website’s performance and your plans for 2021. Prepare your digital marketing plan.
8. Assess practice communication programs and tools. Develop a communications plan for patients-of-record and prospective patients.
9. Assess social media results and needs. Prepare a plan for active engagement.
10. Determine and address burnout… yours and your staff.

Click here to watch a video presentation on this advisory, as well as the full collection of PUMC Marketing Advisory videos.