Is it time for a checkup? Not a medical checkup….a Mosaic checkup. We’ve had quite a few former clients….always friends….who have asked us to come back in and check on systems, staff training and all the other moving parts in the office. We’re already in process of doing a few, and are finding these are needed visits. We’d love to come back into your office for a refresher. Here are just a few of the many areas we review:
- We run all systems reports, including, but not limited to, AR, Production/collections, Recall and Insurance filing
- We review the general physical condition of the office
- We review staff general appearance, interaction and presentation
- We study expenses based on your current profit and loss statement from your accountant or QuickBooks
- We monitor what reports are being run by staff, daily monthly and weekly yearly
- We evaluate fees (both UCR and insurance) fees for yearly updates
- We evaluate all social media marketing including Facebook status, website update needed, LinkedIn, Google +, and Twitter
- We evaluate in house marketing promotions including contests and incentives
- We review general marketing in terms of marketing sources and ROI
- We advise regarding keeping current with referral sources
- We evaluate marketing ROI from community activities
- We look at technological and equipment growth to see if the office is keeping pace with the current market
- We monitor supply ordering to check tracking and budgets
