Year of Transformation Diagnostic Tool


Take the Diagnostic Tool

  • Has your team discussed improving systems for flow, communication and/or service internally and externally?

    Does your practice have a team leader or office manager who can lead the year of transformation program?

    Has your team discussed improving practices processes the practice with your doctor?

    Are you looking to improve relationships that increase patient and team retention?

    Are you aware of the impact that soft skills has on your bottom line?

    Are you looking to improve your referrals and bottom line by making patients your influencers?

    Are you ready to become more efficient in your processes, without sacrificing the patient experience?

    Does your team have regular morning huddle-ups or lunch and learn meetings that are impactful and efficient?

    Do you have processes or systems in place for the soft skills with your front desk or admin team?
    (i.e. scripts, techniques and tools)

    Is your practice in a position to make positive change over the next year?


  • Has your team discussed improving systems for flow, communication and/or service internally and externally?
    Conversations amongst the team about how to improve processes indicates that your practice is ready to take things to the next level.

    The desire to provide better service shows up in many ways from frustration with each other, to people trying to solve problems individually. It’s important to move forward together.

    Does your practice have a team leader or office manager who can lead the year of transformation program?
    Having a person in place that can lead the team in the necessary transformation is essential.

    The program is not time-consuming, but is highly impactful with the right person in place to help with the implementation process.

    Has your team discussed improving practice processes with your doctor?
    Speaking to the doctor or primary decision-maker about how much these systems can increase productivity creates the buy-in needed for the team to succeed.

    A Year of Transformation provides the framework to create efficient systems at the front desk, while also building patient relationships which helps with retention and closing sales.

    Are you looking to improve relationships that increase patient and team retention?
    Learning how to invest in the patient in meaningful ways can build relationships that are crucial to keeping them long-term.

    Science demonstrates that connections are crucial to maintain relationships, which will inevitably increase retention.

    Are you aware of the impact that soft skills has on your bottom line?
    Retaining patients will lead to an increase in your bottom line because they will trust and be more likely to invest in services to improve their lives.

    The Year of Transformation pays for itself with about 2 to 3 crown fees or two implant service or by saving only a few cancellations or no shows!

    Are you looking to improve your referrals and bottom line by making patients your influencers?
    Patients who have close relationships with your practice and have been impacted by what you can do for them will be your champions!

    The YOT program can help you make influencers out of your patients by helping you focus on those relationships and the skills to build them.

    Are you ready to become more efficient in your processes, without sacrificing the patient experience?
    Developing systems that make the not-so-fun tasks easier leaves more room to focus on the client experience.

    Efficient systems help to create an environment that focuses on the things that matter- relationships!

    Does your team have regular morning huddle-ups or lunch and learn meetings that are impactful and efficient?
    Implementing impactful, efficient regular team meetings and educational opportunities creates a cohesive culture in your practice.

    When everyone feels like they are part of the team, they believe in what you’re doing and have buy-in then it shows to the patients!

    Do you have processes or systems in place for the soft skills with your front desk or admin team? (i.e. scripts, techniques and tools)
    Taking the guess work out of what the ”right” things to say can help the team focus on more important things, and also helps to provide a quality patient experience.

    Training is simplified when processes and systems exist that everyone knows and believes

    Is your practice in a position to make positive change over the next year?
    If your team has leadership in place to implement these changes, that’s a good first step.

    If your team is looking to improve practice atmosphere and the client experience, then you’re ready to create positive change with the Year of Transformation!