Course Curriculum

January 14-15, Sonoma, CA 

STEP 1: MAKING THE MOST OF YOUR P&L

What you'll learn:
How to forecast expenses.
How to determine actual overhead.
Why depreciation and amortization are not 'true' expenses.
How to complete an Expense Projection Worksheet.
How your practice compares to industry norms.

STEP 2: HOW TO DETERMINE IF YOUR OVERHEAD STACKS UP AGAINST TRUE INDUSTRY STANDARDS 

What you'll learn:
How to categorize and define the four major expenses categories: major expense, minor expense, loans and leases, and Doctor compensation.
Questions to consider when forecasting expenses.
What is and what is not "Doctor Compensation".
How to complete an Expense Projection Worksheet.

STEP 3: HOW TO PROJECT EXPENSES AND GOALS BASED ON THE 3 LOGICAL INDICATORS -- HISTORY, EXPENSES AND POTENTIAL

What you'll learn:
The 3 factors that drive production goals.
Understanding the difference between fixed and variable expenses.
How to determine a new production goal based on projected expenses.
What is and is not a 'healthy' collection percentage.
The most common 'problem areas' in an underperforming collection department.

STEP 4: HOW TO MAKE THE MOST OUT OF THE APPROPRIATE NUMBER OF WORKDAYS FOR YOUR PRACTICE

What you'll learn:
How to plan for days off, holidays, vacations and CE.
Other important dates that should always be considered.
What constitutes a full day vs. half day.
Doctor days first, or hygiene days first?

STEP 5: THE KEY QUESTIONS TO ASK TO DETERMINE YOUR PRACTICE POTENTIAL

What you'll learn:
Why hygiene production is more predictable.
How to determine the hygiene daily production average for the previous 12 months, and use it to forecast the coming year.
How to deal with 'significant' differences between months.
Are you meeting your hygiene production potential? Possible roadblocks to 'ideal' hygiene production.

STEP 6: IDENTIFY YOUR OBSTACLES AND MOVE BEYOND THEM

What's you'll learn:
Determine what action(s) needs to be taken to move beyond past obstacles.
Identify the reasons that you and/or your staff may not be implementing necessary change.
Learn what is necessary to accomplish transformational change.

STEP 7: ACTION PLANNING -- THE STEP THAT PULLS YOUR PLAN TOGETHER AND MAKES YOUR RESOLUTIONS STICK.

What you'll learn:
Action plan who, what and when for the coming year.

Click here to go to the course registration form for more information on course times, registration fees and hotel amenities.