The Initial Consult Audit Module 1

The Initial Consult Audit Module 1
Next: The Initial Consult Audit Module 2
In This Training You’ll Learn

Discover the 10 minute tactic that is applicable to every practice owner and team member in order to track the performance of the day 1 consult process for a patient.

Make a simple but monster impact on how you audit your own performance as well as every healthcare practitioner on your team to identify how well you are following the new patient process.

Identify any areas where change is needed and to help you get way fuller books for yourself and for everyone on your team. Especially everyone else on your team.

Worksheets
The Initial Consult Audit
The New Patient Retention Audit
The Phone Transition Audit
ACTIONS AFTER TRAINING
  • Watch the training
  • Download the worksheet
  • Diarise time on how you are going to use this tool with your team to make a massive difference.
  • Practice, audit and become the expert at the Conversion Consult proccess and framework yourself.
  • Meet with your team to discuss you will be running audits on their consults randomly over the next month
  • Conduct audits as per your diarised schedule for both yourself first and then all your individual team members
  • Collate and provide feedback to all healthcare practitioners on your team using the Feedback Formula training.
  • Regularly audit the initial consult system to recalibrate and get everyone on the team back on track as people don't learn things once and make it stick. It's only human nature. Audit the initial consult every quarter ( 3 months ).