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611 Wilson Ave, Suite 7, Pocatello, ID 83201, USA

©2019 by Doctors CFO LLC, All Rights Reserved.

PRACTICE FINANCIAL ANALYSIS

CERTIFICATION

KNOW YOUR NUMBERS!

This interactive course gives you the knowledge and platform to:

 

  • To set and track goals

  • Identify problem areas as they happen

  • Forecast the future

  • Develop rich management reports

  • Identify weaknesses in data collection

  • And much more.  

COURSE DETAILS

Details on the course start date will be posted soon, please check back for details.

Benefits

  • Ability to quickly set a monthly and annual budget that is supported by reality.

  • Ability to lead a financial and goal setting discussion in your office.

  • Ability to make better decisions based on numbers.

Course Outline

  1. Overview of the Doctors CFO Score Sheet

  2. Days Worked : The Calculation : How to Plan : How to Improve

  3. Adjustment Percentage : The Calculation : How to Plan : How to Improve

  4. Payment to Collections : The Calculation : How to Plan : How to Improve

  5. Accounts Receivable (AR) Days : The Calculation : How to Plan : How to Improve

  6. New Patient Count : The Calculation : How to Plan : How to Improve

  7. Average Encounter Amount (Collections method) : The Calculation : How to Plan : How to Improve

  8. Average Daily Patients : The Calculation : How to Plan : How to Improve

  9. Collections : The Calculation : How to Plan : How to Improve

  10. Control Margin (Spend Control) : The Calculation : How to Plan : How to Improve

  11. Patient AR Percentage : The Calculation : How to Plan : How to Improve

  12. Bonus - Cash Business %

  13. Bonus - Turnover

  14. Bonus - Top Roles & Responsibilities of Your Office Manager

  15. Bonus - Top Roles of the Owner

  16. Bonus - The Relationship of the Owner, Office Manager, CFO, CPA and Wealth Advisor

Tuition $1500 includes Virtual Practice CFO, Office Manager Poster.

Time requirement :  Classroom 10 hours, Homework 10 hours.