Clinic Statistics

Clinic statistics. To get started, the clinic team leader is assigned. If this is you, next, you will visit with your doctors and office manager to set goals. It is important to also communicate your goals with the rest of your team and report to them often. Then review each stat to determine if the information is already being gathered electronically and if so, ensure your team is entering this data accurately and consistently. Then write down your process of data generation, which should include the name of the report, the location of the report, and any other relevant settings, such as report start date and end date. This ensures the data is being generated with consistency and will help maintain accuracy over time. If there is a stat that must be tracked manually, ensure you define, standardize, and communicate this process as well.

Next, input stats on your lead measures to begin accumulating data for practice performance. All of the white cells that you see are customizable. Simply insert your data on the appropriate month and automated formulas will generate further calculations. We recommend to have no more than one or two lag measures, also called a wildly important goal. Identify the lead measures that will create leverage to execute or achieve your wildly important goal and then also track that stat. If your lead measure stats improve and no momentum or leverage is created toward achieving your wildly important goal, you may have a bad lead measure. Visit with your doctors and office manager to brainstorm the relationships of your lead and lag measure. Ensure data is being input accurately and replace your lead measure if needed.

Okay, let’s take a look at our clinic stats. Most of our clinic stats are broken down by US CPT codes. We have year-to-date totals, front-loaded, followed by each month of the year. Comprehensive exams, refractions, problem-focused exams, screenings or non-covered services, diagnostic testing, procedures, contact lens fittings, spectacle fittings, and finally products. There are many cells in which you can customize the data being generated, such as anywhere you see the word other. You can go ahead and type any information in there. Same with products. You may have a code assigned to that product along with a product description, this is also customizable.

Tracking your clinic data is very helpful in determining if you need to expand a specialty or add an instrument. With a comprehensive tool such as this, your potential for improvement is limitless. Becoming disciplined in stats is how you will grow to know your numbers. Reflection, communication, and developing a habit of execution are keys to better practice performance.

We hope you are excited and feel empowered to run your stat sheet with purpose. Next, let’s head over to the dashboard and see where the parties at.