Page 78 - FG - New Franchisee - Clinic Operations - 2019

New Franchisee Clinic Operations
Facilitator Guide

Day Four • Skills Assessment and Training Recap

Skills Objectives Review ( 5) (con’t)

Facilitator Led

Objectives (con’t)
Facilitator
Notes ☐ ☐ Demonstrate how to process past due automatic recurring billing
☐ ☐ Demonstrate how to process membership freeze requests

DO: Encourage the ☐ ☐ Demonstrate how to process membership cancellation requests
participant to act as the ☐ ☐ Demonstrate how to process membership renewals
W C Ask the participant
if they would like Patient Questions Objectives
feedback Provide them
with both positive notes ☐ ☐ Understand how to answer common patient questions
and areas of opportunity Metrics and Blue Book Objectives
if applicable
☐ ☐ Explain how to use the Blue Book

Learning Objectives

☐ ☐ Understand the opening checklist
☐ ☐ Demonstrate the role of a W C

☐ ☐ Understand the role of a D C

☐ ☐ Understand the closing activities in the closing checklist

☐ ☐ Demonstrate the role of a W C
☐ ☐ Understand the Admin functions

© 2019 The Joint Corp. All Rights Reserved. 78 Published on: 05/31/2019