LuxeVista™ADVISORY GROUP

FOCUSED ENGAGEMENT · FIXED FEE

Recall Reset

“Open exam slots while last year’s patients go unasked.”

This is one of eleven single-problem engagements. One problem, one deliverable, one number we watch. Priced reasonably for your practice and agreed with you in writing before we start. How fees are set →

The problem
Open exam slots while last year’s patients go unasked.
You get
Recall as a daily task with one owner, and a script that works.
We measure
Exams booked from recall.

Dallas, Texas · 2016

Exams were declining year to date with the same doctor. Staff turnover had left patients unwelcomed, insurance questions unanswered and phones poorly handled. We retrained the team, added a top-ten accepted-insurances list at the front desk and a weekly staff scorecard. Exams were even with prior year within the first month, then 30% above the prior month within 60 days.

What a fix is worth. Twenty more exams a month from recall is 240 exams a year; at a 45% capture rate and a $280 average sale that is about $30,000 in eyewear before exam fees.Illustration only, using 300 exams a month and a $280 average eyewear sale. Run your own numbers in the Capture Rate Calculator or Value Calculator.

How the engagement runs

Week 1: a 20-minute call, then your reports. Weeks 2–3: I work the problem with you and your team, remote by phone or video, or on site. Week 4: the deliverable above, in writing, with the number we watch and who owns it. Then you run it, with monthly advisory if you want me beside you.

Other problems owners bring me

LuxeVista Advisory Group provides business advisory services only. Results described were achieved in an operating role or in client engagements and depend on each practice’s execution; they are not a guarantee of future results.

Patrick has a strong record of results and building high performance teams. I would characterize Patrick’s leadership mentality with the mantra, “If better is possible, good is not enough.”

Endorsements of my work as an operator and leader, quoted from public LinkedIn recommendations. Read more on the home page.