Page 77 - PG - New Franchisee - Clinic Operations - 2019

New Franchisee Clinic Operations
Participant Guide

Day Four • Skills Assessment and Training Recap

Skills Objectives Review ( 5) (con’t)

Facilitator Led

Objectives (con’t)

☐ ☐ Identify which intake forms to give to the doctor

Plans and Packages Objectives

☐ ☐ Understand The Joint’s products - plans and packages

☐ ☐ Match the patient’s treatment plan to a plan or package
☐ ☐ Explain policy on splitting/sharing packages and plans

☐ ☐ Understand zone pricing

☐ ☐ Summarize how inter-clinic visits & fees work

☐ ☐ Define Medicare limiting charges
☐ ☐ Assemble wellness plan welcome kits

Sales and Close Objectives

☐ ☐ Understand the entire sales process from start to finish and demonstrate the W C actions in the sales
process

ATLAS Objectives

☐ ☐ Recall and demonstrate basic ATLAS functionality

☐ ☐ Explain how to process payments and refunds
☐ ☐ Demonstrate how to process past due automatic recurring billing

☐ ☐ Demonstrate how to process membership freeze requests

© 2019 The Joint Corp. All Rights Reserved. 77 Published on: 05/31/2019