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Welcome to our Free Practice Analysis!

Below you’ll be prompted to answer 100 questions covering the various areas of your practice: solvency, human resources, marketing and sales, delivery, quality control, your stress level, and more. Answer the questions based on the main product or service that you deliver. “Customers” includes clients, patients and so on, as appropriate.

Your answers will result in a graph similar to the illustration. One of our highly trained consultants will analyze your graph and schedule an appointment with you to go over the results of your test. The confidentiality of your information will be respected.

Each question may be answered one of three ways by selecting the appropriate button:

[ Y ] means I agree, Yes or Mostly Yes

[ M ] means Uncertain, Maybe, or Inapplicable

[ N ] means I disagree, No or Mostly No

Epoch Business Analysis
1. I am achieving my financial goals for my practice.
2. I am very successful at finding and hiring capable employees.
3. Little competition exists in our market.
4. I give my credit collection staff a rating of 8 out of 10 or better.
5. In terms of what we deliver to our customers, we are technically the best.
6. I regularly check on the quality of my product/service.
7. We use surveys when going after new business.
8. I often feel guilty about not spending more time with my family.
9. Owners and managers should give unexpected bonuses to keep employees on their toes instead of having a routine system of bonuses.
10. I believe that people can be helped.
11. There has been a downtrend in our profitability over the past 12 months.
12. Employees often don’t understand how their jobs affect others in the company.
13. The on-going needs of our patients are well-defined and used for increasing sales to them.
14. Patients often complain about errors in their accounts.
15. What we deliver to our patients is normally on time and better than they expected.
16. I use customer complaints as a means to improve the practice.
17. We keep a record of new patients and know how effective our promotion is.
18. There are influences outside my practice that demand my attention right now.
19. It is only natural for labor and management to be mistrustful of each other.
20. There is something missing in my life.
21. We have cash flow problems that need to be resolved.
22. Newly hired employees in my practice are quickly trained and soon functioning well at their jobs.
23. Our promotional materials effectively produce repeat business.
24. I am kept waiting for up-to-date figures on Accounts Receivable.
25. If I had better equipment, I could produce a better product/service for my patients.
26. My staff know they’re good, I don’t need to praise them
27. We have effective and proven programs for generating new sales.
28. There’s quite a bit of stress in my life.
29. Trying to define and measure the results produced by each employee would be a waste of time.
30. There are other things that I think I should be doing with my practice.
31. We have a potential legal situation which could be financially troublesome.
32. I often find myself solving problems that others (managers and employees) should handle.
33. We do not routinely send communications out to our regular patients.
34. My practice has an excellent credit rating.
35. My sales department frequently complains about scheduling.
36. My practice has no need for “correction programs.”
37. Our practice is getting positive exposure from newspaper articles, free publicity, etc.
38. I’m concerned about my health at times.
39. Teamwork inhibits creativity.
40. There are some problems in my practice for which I have no solutions.
41. The amount of debt that my practice is carrying is a problem or a potential problem.
42. I could get more work done each day if I had fewer interruptions.
43. We do special promotions which are available only to our existing patients.
44. Payroll is always done on time.
45. I have not yet trained anyone who can manage and care for the production/service area as well as I can do it myself.
46. We keep and use the staff suggestion box (or a similar system).
47. I have at least one employee whose sole job is to develop new business.
48. There are too many accidents/mistakes in my life.
49. A good policy in business would be to cut every corner possible in order to increase profit margins.
50. I intend to find a way to be more effective.
51. The long term profitability of my practice is on an uptrend.
52. Communication within my company flows smoothly and quickly to the right person with no misunderstandings.
53. Our average sale per customer is increasing.
54. Tax payments are usually on the late side.
55. Quality of service tends to collapse when I am away from the area for any extended period of time.
56. Our staff training system is an on-going affair.
57. We don’t expect much return from our promotional campaigns.
58. I have one or more physical problems.
59. Most people don’t want to work and do so only out of economic necessity.
60. I’m looking for help to improve conditions.
61. My gross sales have expanded over the last two years.
62. I have a reward system for employees who do more than their share.
63. We are losing business because of inadequate follow-up of existing customers.
64. I can access all financial statements on short notice.
65. My production staff takes pride in pleasing the customer.
66. I have several people in training at this time to take over positions senior to those they now hold.
67. Generating new business is not an essential part of achieving our sales forecast.
68. Others have influenced me in making decisions that I later regretted.
69. Expansion isn’t always desirable.
70. There is something that I need to change or things will worsen.
71. There is an external factor which is a threat to the viability of my business.
72. I sometimes wonder how productive some of my employees really are.
73. We have a complete data base of past and present customers.
74. I would like to receive the financial reports more quickly.
75. I sometimes cringe and want to hide when my employees are talking to customers.
76. We get along very nicely without any staff training.
77. Public Relations is an essential part of our marketing.
78. I sometimes experience periods of worry and depression.
79. Most problems between people can be resolved with communication.
80. Most things that claim to help people actually do more harm than good.
81. My business is dependent on additional external funding (debt or equity) for continued survival.
82. I keep graphs of all the key statistics of my company.
83. We have a very loyal and expanding customer base.
84. The fixed assets inventory is complete and up-to-date.
85. There is excellent coordination of finance, supplies, personnel, logistics, etc. in my business.
86. We apply the principle of Quality Control to our entire organization.
87. I keep separate records of new business and repeat business.
88. The rewards of operating my business far outweigh the difficulties.
89. A good leader would not hesitate to sacrifice an individual for the good of the group.
90. There isn’t anything someone else could tell me that would help me to better my business.
91. Our cash position is better than it was a year ago.
92. Overall, morale in my company is very high.
93. 50% or more of our business comes from one customer
94. I know where the money’s going before it gets spent.
95. If I did a survey of our customers, at least 90% of them would say that they were satisfied with what we delivered.
96. I have a statistic which measures the effectiveness of our Quality Control.
97. We get new business from referrals by existing customers.
98. Someone or something else is responsible for the condition my company is in.
99. A good executive would rather earn money than borrow it.
100. I continually look for ways to improve myself and my company.

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