Dental Dental Practice Growth Checklist: KPIs and Strategy
Fuel your dental practice's success! This checklist helps track key performance indicators (KPIs), refine your growth strategy, and optimize patient acquisition. Drive revenue & reach new heights!
This Template was installed 5 times.
KPI Tracking & Analysis
Monitor key performance indicators to identify trends and areas for improvement.
New Patient Acquisition Rate (Monthly)
Patient Retention Rate (Annual)
Average Treatment Value
Appointment Show Rate (%)
Case Acceptance Rate (%)
Date of Last KPI Review
Review Period (Quarterly, Semi-Annually, Annually)
Patient Acquisition & Marketing
Strategies for attracting new patients and expanding your reach.
Monthly Marketing Budget
Current Marketing Channels Used
Target Patient Demographic
Describe Current Marketing Strategy
Marketing Materials (Brochures, Flyers)
Next Marketing Campaign Start Date
Patient Retention & Loyalty
Focus on keeping existing patients engaged and satisfied.
Last Appointment Recall Frequency (Months)
Recall Method Used
Patient Appreciation Activities Offered
Notes on Patient Retention Strategies
Date of Last Patient Satisfaction Survey
Patient Feedback Mechanism
Operational Efficiency & Cost Optimization
Streamline processes and reduce unnecessary expenses.
Supply Usage Rate (per month)
Preferred Vendor Comparison (Cost vs. Quality)
Utility Costs (monthly)
Areas for Workflow Improvement
Labor Costs per Procedure
Date of Last Equipment Maintenance
Review of Outsourcing Options (e.g., Lab, Billing)
Team Development & Training
Invest in the skills and knowledge of your staff.
Identify Training Needs
Scheduled Training Date
Hours of Training Completed
Training Summary & Key Takeaways
Trainer/Instructor
Upload Training Certificates/Materials
Employee Feedback on Training
Financial Performance & Budgeting
Manage finances effectively to ensure profitability and sustainability.
Projected Revenue for Next Quarter
Actual Expenses (Last Month)
Patient Collection Rate (%)
Budget Review Date
Outstanding Accounts Receivable (Days)
Notes on Financial Performance
Net Profit Margin (%)
Technology & Innovation
Leverage technology to enhance patient care and practice efficiency.
Practice Management Software Version
Number of Digital X-Ray Units
Patient Communication Platform Used
Last Cybersecurity Training Date
Cloud Storage Services Used
Cybersecurity Audit Report
Competitive Analysis & Market Positioning
Understand your competition and differentiate your practice.
Number of Competitors in Service Area
Competitor Strengths (Select all that apply)
Summary of Competitor Weaknesses
Our Primary Competitive Advantage
Assessment of Our Brand Perception vs. Competitors
Notes on Potential Niche Markets
Legal & Compliance
Ensure adherence to relevant laws and regulations.
Last HIPAA Training Completion Date
OSHA Compliance Status
Number of Patient Records Audited (HIPAA)
Areas of HIPAA Compliance Reviewed
Summary of Recent Compliance Audit Findings
Copy of Current Business Associate Agreements
Goal Setting & Review
Establish clear goals and regularly review progress.
Target Patient Acquisition Rate (Monthly)
Target Revenue Growth (Annual)
Review Date for Patient Satisfaction Scores
Number of New Services to Offer (Next 6 Months)
Current Status of Website Redesign
Summary of Progress Towards Goals (Brief Notes)
Next Review Meeting Date
Dental Management Solution Screen Recording
See how ChecklistGuro can streamline your dental practice! This screen recording showcases key features like patient scheduling, charting, billing, and insurance claim processing using our BPM platform. Perfect for dental practices looking for a simplified and efficient workflow. #DentalSoftware #DentalPractice #PracticeManagement #DentalManagement #ChecklistGuro #BPM #ScreenRecording #DentalBilling
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