Volume 6  
     
 

Also Inside This Issue

Williams Group™ takes their training to "The Big Smoke."

 
     
     
 

December is Safe Toys and Gifts Month
What are the most dangerous toys to children's eyesight? Prevent Blindess America offer tips on how to choose age-appropriate toys. For information, email them here.

 
     
     
 

"Our revenue per patient in a heavy third-party market is up over 35%."
Find out how and get your FREE white paper on industry benchmarks.

 
     
     
 

Proactod.org
Proactive Optometric Physicians (POP) supports the interests of independent, private practitioners. They are dedicated to helping their members build their practices and provide the highest quality care for their patients in a private practice setting.

 
     
     
 

FASTTRACK™ &
FASTSTART™

Executive Training Programs

NEXT LEVEL™
for Vision Source Members

 
 

 
  Williams Group™ is the world's largest practice management firm providing consulting and web solutions for eyecare practices. Its mission is simple: Help successful optometrists take their practices to new levels of growth, profitability and efficiency. Williams Group™ can help optometrists put the fun back into owning their practice.  
     
   
 

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Patient Management Throughout the Production Cycle

by Tom Bowen, Vice President of Williams Group

Without a doubt, value is the single most important element of the marketing process. Simply defined, value is the extent to which people perceive what you do as good.

The key word in this simple definition is perceive. Value is not a literal thing, but rather a perception; and thus, the reason people react to the same product, service, or fee differently. And ultimately, when it comes to patient perceptions of value, we must take a pro-active position.

To that end, patient care is what we do in the practice, and patient management is controlling patient perceptions of that patient care. Patient Management is patient care plus teaching. Throughout the production cycle, we need pre-determined objectives and defined processes for that teaching to occur at necessary levels.

The key to this value teaching is to be pro-active. To make it as much a part of the patient care process as the patient care procedures themselves. In other words, teaching is just like eyecare – prevention is better than cure. Why “cure” a situation in which Mrs. Jones is upset about a fee, when we could have prevented her from becoming upset with the right education along the way?

As we now endeavor to get more specific about patient management, we must first define the desired final outcome of our patient management (patient care plus teaching) process. To this you can give your own specific definition, but generally, the desired final outcome is a patient whose needs are met and expectations exceeded, and is totally satisfied, happy, fully educated, loyal and ready to refer. Sounds simple enough, right?

The next step is to understand that achieving the desired final outcome is a result-specific focus on the parts of the process. At Williams Group™, we call this process the Production Cycle, which one might illustrate as a ladder comprised of the following ten rungs as the patient advances through the process:

  • Marketing systems (potential patient generation)
  • Gate-keeping (telephone reception)
  • Physical reception
  • Data collection
  • Pre-examination
  • Evaluation and diagnosis
  • Treatment and prescribing
  • Product selection/dispensing
  • Dismissal
  • Follow-up

Think then of yourself advancing along these rungs in a ladder. Let’s say the third rung is weak and you’ve put on a few pounds. What happens? Or what if the first rung is weak? The other rungs may be as strong as Hercules, but if one is weak, the others combine to be one moot point. The result: a ladder that is mostly strong, but weak just the same.

To understand and then improve your ladder (practice), therefore, we must focus on specific value-building education of each rung, or stage in the production cycle, and set standards by which success in this incremental education is measured. To do so, we must set pain-stakingly specific objectives for every step along the way.

Let’s take rung two – Gate-keeping. Understand that marketing does not create patients, it creates interest. This interest results in a phone call -- often in the form of a shopper call. This is a person standing at the gate; now the question -- do we open the gate, or slam it shut?

If our gatekeeper is not strategically trained for shopper conversation, forget the rest of the production cycle. The caller will never experience consequent levels. (Think about that -- all marketing effort comes down to that phone call!) If, however, our gatekeeper is trained...really trained...to turn shoppers into patients, then it’s on to the next level.

To achieve our desired final outcome at the gate-keeping rung, we must have clearly defined gate-keeping objectives. For a Williams Group client, these would include:

  • Isolate exact needs of caller.
  • Teach caller the differences in care and results.
  • Teach caller the differences in product programs.
  • Teach caller the difference between vision care and vision health care.
  • Establish competence and specialty of doctor(s).
  • Teach caller the Unique Selling Points of our practice
  • Appoint caller X% of the time
  • Keep no-shows to under X% of total appointments.

A strategic presentation (which may vary dramatically from one staff person to the next, which is perfectly O.K. as long as we’re fulfilling our objectives for teaching) is then developed to accomplish these objectives for each type of caller (exam, CLs, frames, lenses, VT, etc.). When completed, you have the ability to produce the desired final outcome for this stage of the production cycle. The issue then becomes what you do with that ability.

Each level in the production cycle builds on previous and consequent levels. For example, the information necessary at product selection came from effective data collection. Exactly what are the patient’s needs, and what products/services (notice that is plural) will best fulfill them. We must have a desired final outcome for the data collection stage and written objectives for its accomplishment.

The same is true for each and every stage. Without concentrating on stages separately, with written desired final product and objectives for each stage, we’re walking in the dark.

As mentioned previously, each stage in the production cycle, must have a standard by which it is measured. This standard must be set by the organization -- you and the staff – relative to the specific objectives for that level. To continue in our example of the gate-keeping rung, our clients often set an objective of booking 70% of phone shoppers into appointments, and keeping the no-show rate under 5% over X time period. This will be measured weekly, and if we fall below that for a sustained period, we go back to the educational drawing board and determine what portion or portions of our educational effort need to be altered.

And so, let’s review what our conclusions from this two-part discussion:

  1. The key to patient acceptance, and all that comes with it (patient quality of life, growth, profits, etc.) is value.
  2. The key to value is an integrated program for pro-active education – the more patients know, the more they value.
  3. The key to integrated pro-active education is dividing your practice whole into its parts and setting pain-stakingly specific objectives for each part.
  4. They key to evolving your integrated program for patient educating is having standards by which you can measure your results and make on-going improvements.

Oh, and one more thing. You are 5,000% more likely to accomplish something as a team if it’s written down. That’s right, 5,000%. Now that you know that, can you believe we don’t have written objectives, known by the whole team, for precisely what you want your patients to know at every rung in your production cycle? Hmm… does that mean you need to get busy?

Williams Group™ Takes Their Executive Training to "The Big Smoke"

March 19-21, 2006

That's right, we're heading to Toronto! Mark your calendars because this is your opportunity to make 2006 the year you break all your practice's records while having more time for the good life.

It's very rare for Williams Group™ to take their executive training outside the U.S., so if you're located in the northeast, or have always wanted to visit the beautiful city of Toronto, now's your chance.

Take advantage of this great opportunity and call us today at 800.676.9076.

 

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