Coaching Communication Report (CCR)

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Doctor / Office Name

Production

Production Goal

Collection Goal

Scheduled Production - Current Month

# Of Days Remaining

# of Quadrants of SRP's scheduled this month

# Completed

What % is the office scheduled to goal NEXT month?

Total amount scheduled divided by the monthly goal.

Accounts Receivable

# of statements sent over the last two weeks from settled insurance claims (balance billed)

	0 - 30 Days	31 - 60 Days	61 - 90 Days	over 91 Days
Insurance Aging	$	$	$	$
Account Aging	$	$	$	$

Continuing Care / Schedule Optimization

How much unfilled doctor's time

How much unfilled hygiene time

% of hygiene patients being pre-appointed for their next hygiene appointment

# of patients overdue for recare appointments

# of calls to overdue hygiene patients within the past 2 weeks

	Non-Medicaid	Medicaid
Since your last CCR, # of broken/missed/cancelled appointments?
How many were NOT rescheduled?

When is the next available appointment for:

New Patient

Emergency

60 min or greater block

Case Acceptance

What % of treatment plans is being accepted?

When Tx plans are presented to patients, what information is on the Tx plan?

Since the last CCR, how many Tx plan presented were over $5,000?

Insurance

Are all fee schedules accurate and up to date in the computer?

YesNo

Are Insurance Verifications being done on all patients?

YesNo

Notes

Profitability

	1st Mtg	2nd Mtg	3rd Mtg
Next 3 team meetings dates (not huddles)

Are huddles being done each day and are all team member participating?

YesNo

	Are there incomplete items?
Tasks / Task Implementation Checklist	YesNo

What is incomplete?

Task

Team Member

Original By When

New By When

Add another incomplete task

Coaching

Which of the above areas would you like to focus on during your next coaching call?

Does the doctor(s) need to schedule a call with Dr. Krieger?

YesNo

For what reason(s)?

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