Page 55 - FG - New Franchisee - Clinic Operations - 2019

New Franchisee Clinic Operations
Facilitator Guide

Day Two • Wellness Coordinator Role

Metrics and Blue Book (1 25 hour)

Facilitator Led

Instructions
Facilitator
Notes Use the space below to take notes as your facilitator discusses handling patient forms

DO: Show the participant
how to complete the
Blue Book daily Show
the formula used to find Notes
out the numbers needed
each day for each metric

TOPICS:
• Opening and Closing Daily Goal Formula
Activities
• Sales Daily Goals should be discussed in your morning huddles There is a
mathematical way to get to the daily goal for sales, plans, packages, new
• Current month ARBs patients, and patient visits:
• Conversion %
• New Patients Month Goal - MTD Actual - ARB’s Remaining = X = X / Number of Days Left
• Walk-In in the Month (top of Blue Book) = Daily Goal
• Packages Example: Month Goal = $35,066, MTD Actual = $8,238, Current Month
• Plans ARBs Left = $24,567, Days Left in Month = 27
• Attrition
• Patient Visits $35,066 - $8,238 - $24,567 = $2,261 / 27 = $83 74
• ARBs Collected So, $83 74 should be the goal for additional revenue in addition to today’s
• Referral cards given starting sales
• Referral %

© 2019 The Joint Corp. All Rights Reserved. 55 Published on: 05/31/2019