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New Online Practice Management Evaluation

Answering a Few Questions Can Pay Dividends to Boost Your Practice's Operational Effectiveness

Is your practice running as smoothly as it could be? Even if things are mostly working, it's a good idea to regularly review your office systems and procedures to assess the areas where your practice shines, and the areas where you could use a little help.

To take advantage of the opportunity to receive personalized guidance from a practice management expert, complete CAP’s Workflow Optimization questionnaire. This brief questionnaire will prompt you (or your practice manager) to reflect on simple questions that identify potential gaps in your business operations, such as:

•     When does a new patient complete their paperwork?

•     How does your office handle no-shows?

•     What is your process for collecting overdue balances?

•     How are voicemails received and handled?

The form takes just a few minutes to complete and gives our practice management experts an accurate assessment of your practice systems and workflows.

An assigned practice management expert will thoroughly review the information you provide and use it to tailor recommendations to help you boost your business's operations and your practice's bottom line during a one-on-one virtual practice assessment. They can advise on best practices for appointment scheduling, new patient intake protocols, billing, collections, and accounts receivable workflows, and so much more. This sort of consultative, one-on-one assistance can cost hundreds, but is available to you for free as part of your CAP membership.

This new evaluation form is offered as part of the My Practice program, CAP’s free practice management and business services solutions program. As an exclusive benefit of your membership, you have free access to My Practice.

If you are looking to optimize your practice’s business operation or need additional resources and support, contact My Practice at 213-473-8630 or via email at, for immediate assistance.

Andie Tena is CAP’s Assistant Vice President of Practice Management Services. Questions or comments related to this column should be directed to