Management & Efficiency Program

Build a Stronger, More Efficient Practice

Build a well-organized practice that operates efficiently, improves staff productivity and turns your plans into measurable results.

5 Days

One-on-one management and implementation training

4 Days

Intensive management course training

12 Months

Weekly consulting to guide implementation and results

Structure – Communication – Direction

Build a Practice That Is Organized to Grow

Structure the Organization

Create an Organizing Board that defines the functions your practice needs, how its departments fit together and who is responsible for each result.

Strengthen Daily Operations

Establish clearer communication systems, smoother flowlines and a more efficient front desk so that patients, information and work move through the practice properly.

Turn Long-Term Goals Into Reality

Develop a long-term plan based on the owner’s goals and learn how to convert that plan into coordinated actions that actually get completed.

Preparation – Organization – Training – Implementation

How the Management & Efficiency Program Works

Working with your specific practice, we help you establish the organizational structure, written job functions, communication systems and long-term plans needed to create a more efficient and productive organization.

Prepare for Successful Training

The program begins with a thorough preparation phase. Current policies, employee training materials, organizational conditions and management needs are reviewed so that everything required for successful training is in place.

Train the Owner and Design the Practice

The owner completes intensive management training and develops the practice’s full Organizing Board and Administrative Scale. Long-term goals are converted into coordinated plans and exact programs for making those plans become reality.

Train the Management Team

The training continues with the managers. They are oriented to the Organizing Board, long-term plans and implementation programs, then trained in the management skills, communication systems and operational lines the clinic needs.

Complete Six Implementation Phases

Once training is complete, the owner and managers work with their consultant through six structured implementation programs. These phases put the new systems into operation, verify their continued use and produce measurable results.

Six Phases Turn the Training Into Daily Practice

Throughout the six phases, the practice enters and analyzes its statistics in Objective Management Suite, reviews progress and return on investment with the consultant, and verifies that each new system is understood and operating correctly.

Establish the Foundation

Complete and post the Organizing Board and Administrative Scale, orient the staff to the new structure, begin implementing personnel procedures, place the front-desk scheduling system into use and establish weekly statistical management.

Strengthen Front Desk Controls

Track the practice’s primary statistics daily, continue weekly analysis and implement the Front Desk Referral Log, cancellation and no-show policies, and the systems needed to improve scheduling and patient retention.

Establish Internal Communication

Put the clinic’s internal communication system into operation, train staff on the proper communication and reporting channels, and clarify the products, subproducts and production flows expected throughout the organization.

Align Posts, Plans and Statistics

Move the Administrative Scale programs onto active operating plans, establish staff job-training programs and assign an objective production statistic to every post so each team member can measure and improve performance.

Reinforce Communication and Patient Growth

Confirm that the internal communication system is being used correctly, continue improving statistical performance and implement the Quality Care and Family and Friend Referral System.

Verify Results and Plan the Next Stage

Strengthen staff and executives through individual enhancement actions, verify the program’s final result and return on investment, complete a new goals assessment and determine the practice’s next stage of growth.

Organized – Documented – Workable

Some of the Systems You Build During the Program

  • Create an Organizing Board based on the functions the practice needs

  • Establish clear departments, reporting lines and areas of responsibility

  • Write exact job functions so every staff member knows what is expected

  • Establish communication lines that route information to the right people

  • Improve flowlines for patients, paperwork, tasks and information

  • Strengthen front desk efficiency, coordination and patient handling

  • Define the owner’s long-term goals for the practice

  • Develop a coordinated long-range plan for achieving those goals

  • Learn how to make plans become reality and manage objectively

Customized – Documented – Supported

Built for Lasting Implementation

This is not a collection of general management advice. It is a customized training, consulting and implementation program designed to create management systems that continue serving your practice well into the future.

Customized
to Your Practice

The organizational structure, communication systems and plans are developed around the actual people, functions, goals and circumstances of your practice.

Documented Systems
That Stay With You

Your Organizing Board, communication lines, flowlines, written job functions and long-term plans become documented management tools that remain with your practice.

A Full Year
of Follow-Up

Weekly consulting helps you implement the systems, correct difficulties, improve staff performance and keep the organization moving toward its long-term goals.

Client Success

What Practice Owners Say

Hear from practice owners who used the Management & Efficiency Program to strengthen their organizations, improve staff performance and gain better control of their practices.

Quotes Dark

The management program has been a game-changer for our practice. Over the past 12 months, we’ve structured our operations to manage everything effectively and dive deeper into key areas instead of just scratching the surface.

This program has been crucial in driving change and identifying training gaps. Clearer communication lines and the support from Joe, who has been incredibly helpful and flexible, have further elevated our progress. We can’t imagine where our clinic would be without this program and are forever grateful!

Christina Cerasale & Jeanne Hale – Fusion Therapy Center

Quotes Dark

At the beginning of the Management Program, I was buried in tasks—constantly running after people who started fires but weren’t well-equipped to put them out, and problem-solving everyone’s issues. The Management Program has brought order, sanity, consistency and balance to my practice.

I no longer stress about hitting targets. My managers understand the expectations and utilize their tools from SSI to not only reach their targets but exceed their goals. The order this program has brought to my practice is indescribable.

Emily Watkins – Pediatric Therapy Partners