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The Practice Performance Assessment

Is your practice actually healthy—or does it just feel busy?

Most healthcare practice owners know they're busy, but very few know where their biggest opportunities for growth really are.

This free 2-minute Practice Health Assessment will help you evaluate five critical areas of your business:

• Attract – Bringing in the right clients
• Convert – Turning inquiries into appointments
• Serve – Delivering quality care and outcomes
• Retain – Building a strong team and client experience
• Optimize – Using your numbers to make smarter decisions. There are no right or wrong answers. Simply answer each question honestly and keep a running total of your points as you go.

When you finish, you'll receive your Practice Performance Toolkit and Scoring Guide, which will help you understand your results, identify your biggest opportunities, and take the next steps toward building a healthier, more profitable practice.

 Ready? Let's get started!

Answer each question honestly and keep a running total of your points as you go. When you finish, we'll email your Scoring Guide and Practice Performance Toolkit to help you understand your results and prioritize your next steps.

 

Start

Question 1 of 17

How confident are you that your marketing consistently brings in ideal clients? 

A

Very Confident (5)

B

Somewhat Confident (4)

C

Neutral (3)

D

Not Very Confident (2)

E

We Struggle Consistently (1)

Question 2 of 17

How predictable is your monthly client volume? 

A

Every month is very predictable (5)

B

Usually predictable with occasional fluctuations (4)

C

Somewhat unpredictable (3)

D

Frequently inconsistent (2)

E

I honestly don't know what to expect each month (1)

Question 3 of 17

How effective is your referral strategy?

A

We have a consistent referral system (5)

B

Referrals are good, but could improve (4)

C

We get occasional referrals (3)

D

We rely on word-of-mouth and hope for the best (2)

E

We don't have a referral strategy (1)

Question 4 of 17

How quickly are new inquiries scheduled for an appointment?

A

Within 24 hours (5)

B

Within 2–3 days (4)

C

Within one week (3)

D

More than one week (2)

E

I'm not sure (1)

Question 5 of 17

How confident are you in your intake process?

A

Extremely confident (5)

B

Mostly confident (4)

C

It's adequate (3)

D

It needs improvement (2)

E

It's one of our biggest challenges (1)

Question 6 of 17

What percentage of inquiries become scheduled clients?

A

Over 90% (5)

B

75–90% (4)

C

50–74% (3)

D

Under 50% (2)

E

I don't track this (1)

Question 7 of 17

How well does your team retain clients through treatment?

A

Exceptionally well (5)

B

Better than average (4)

C

About average (3)

D

Below average (2)

E

I don't know our retention rate (1)

Question 8 of 17

How consistently do you measure clinical outcomes or client progress?

A

Every client (5)

B

Most clients (4)

C

Occasionally (3)

D

Rarely (2)

E

Never (1)

Question 9 of 17

How would you rate your client experience?

A

Exceptional (5)

B

Very Good (4)

C

Good (3)

D

Needs Improvement (2)

E

Unsure (1)

Question 10 of 17

SECTION 4: RETAIN

How Healthy is your team culture? 

A

Exceptional (5)

B

Strong (4)

C

Average (3)

D

Needs attention (2)

E

We're struggling (1)

Question 11 of 17

How confident are you in your leadership systems?

A

Extremely confident (5)

B

Mostly confident (4)

C

Somewhat confident (3)

D

Not very confident (2)

E

We don't really have leadership systems (1)

Question 12 of 17

How successful are you at retaining clinicians and staff?

A

Excellent (5)

B

Good (4)

C

Fair (3)

D

Poor (2)

E

We have frequent turnover (1)

Question 13 of 17

SECTION 5: OPTIMIZE

How often do you review your key business metrics? 

A

Weekly (5)

B

Monthly (4)

C

Quarterly (3)

D

Rarely (2)

E

Never (1)

Question 14 of 17

How well do you understand your practice's profitability?

A

I know it extremely well (5)

B

I have a good understanding (4)

C

I know the basics (3)

D

I'm not confident (2)

E

I really don't know (1)

Question 15 of 17

How confident are you in your financial decision-making?

A

Extremely confident (5)

B

Mostly confident (4)

C

Somewhat confident (3)

D

Not very confident (2)

E

I feel overwhelmed by the numbers (1)

Question 16 of 17

If you could solve ONE problem in your practice over the next 90 days, what would it be?

A

Increasing profitability

B

Hiring and retaining great clinicians

C

Getting more clients

D

Improving systems and operations

E

Building a stronger leadership team

F

Reducing owner burnout

G

Better understanding my business metrics

H

Scaling to the next level

Question 17 of 17

Which statement best describes your practice today?

A

🌱 I'm just getting started.

B

📈 We're growing, but growth feels chaotic.

C

⚖️ We're stable, but I know we could perform better.

D

🚀 We're successful and ready to scale.

E

🔥 Honestly, I'm overwhelmed and don't know where to start.

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