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Don’t Lose Them: How a Recall Funnel Keeps Patients Coming Back
Why Recalls Matter More Than You Think
Every practice loses some patients to moves or life changes. But a large share simply drift away. That’s preventable.
And recalls don’t just protect your practice—they protect your patients too.
Doctors CFO
4 days ago3 min read


Make Seasonality Your Superpower: How Smart Clinics Win the Slow Months
Seasonality isn’t a surprise—it’s a system. The sooner you treat it as such, the sooner your clinic can win every month of the year.
Doctors CFO
5 days ago2 min read


The Clinic Close That Doesn’t Break: Days Worked, A/R, and the 'Extra Payroll' Month
Consistency is what turns good habits into reliable numbers. Build a checklist so nothing slips through the cracks.
Doctors CFO
Oct 62 min read


When the Numbers Tell a Different Story
By focusing on operational efficiency, patient engagement, and referral strength, practices can reverse the trend and build a stronger foundation for consistent growth.
Doctors CFO
Sep 92 min read


How Fee Schedules, Adjustments, and Cancellations Shape Practice Health
Beyond revenue and expenses, three often-overlooked factors tell a powerful story about a practice’s financial health: fee schedules, adjustment percentages, and patient cancellations.
Doctors CFO
Sep 42 min read


What is a Chief Financial Officer (CFO)?
Like a doctor, a CFO needs experience in and out of the classroom. Typically they have an accounting degree and a Masters in business.
Doctors CFO
Dec 30, 20197 min read


How to Plan for Employee Salary and Raises
From our experience in medical consulting and dental consulting we know that employee salary, bonuses, and raises are a strategic way to mot
Doctors CFO
Nov 7, 20196 min read


What is the Most Important Question to Ask Yourself When Evaluating an Employee?
Holding regular employee evaluations is an important part of managing your practice. Performance can be monitored and employee growth can be
Doctors CFO
Oct 23, 20196 min read


Should More Numbers be Tracked Less Frequently, or Fewer Numbers be Tracked Daily?
Just as medical and dental professionals use clinical data to make decisions about patient treatment, they should be using daily Key Perform
Doctors CFO
Sep 23, 20196 min read


Why Should My Reporting System Be Different From My Medical/Dental System?
The focus of today's article will be on the importance of having a reporting system that is independent from your medical or dental system (
Doctors CFO
Sep 9, 20196 min read


What are the Essential Ingredients of an Employee Appraisal?
Now we would like to discuss how to do a performance appraisal on your employees. Too often, these reviews are complicated and there is conf
Doctors CFO
Aug 26, 20196 min read


What are the Six Responsibilities of an Office Manager?
Last week we discussed the final role of a practice manager, 'Manage Compliance'. In our poll, we asked 'Does your practice have a complianc
Doctors CFO
Dec 21, 20184 min read


How Should Your Team Leader be Managing Compliance?
There are certain risks associated with medical or dental treatment. Many regulations are in effect to help standardize treatment and minimi
Doctors CFO
Dec 11, 20184 min read


How Should Your Office Manager Be Controlling Expenses?
The cost of material, staff, marketing, and utilities are fundamental categories to monitor in order to track practice finances. A compariso
Doctors CFO
Dec 4, 20184 min read


How Should Your Office Manager Be Leading Your Staff?
This week we are going to talk about how the office manager must 'lead the staff'.
Doctors CFO
Nov 27, 20184 min read


How Should Your Office Manager Be Leading the Collections Effort?
Last week we discussed the second most important job that an office / practice manager should be doing, 'leading the marketing effort' This
Doctors CFO
Nov 20, 20185 min read


How Should Your Office Manager Be Leading the Marketing Effort?
This week we are going to talk about the second important job for the office manager which is 'leading the marketing effort.'
Doctors CFO
Nov 15, 20184 min read


Do You Know What Your Practice Managers Most Important Job Is?
Last week we ran a poll to see what are reader thought the most important job of the practice manager was. The selections were: Manage Spe
Doctors CFO
Nov 9, 20184 min read
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