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Concierge Practice Quiz

The Concierge Practice Transformation (CPT) Quiz allows you to assess your concierge practice stage based on the 5Cs, the five foundational pillars of the CONCIERGE 2.0 system.

Please answer all questions based on the current state of your practice. Upon completion, you will get a detailed score report and actionable tips for improvement.

The assessment is divided into 5 sections and takes 10-15 minutes to complete.

 Click the button below to start.

Start

Your Practice Snapshot

The current and desired state of your practice

Question 2 of 25

Which of these scenarios best describes your situation?

A

A W-2 employee in a traditional practice seeking to transition out of the employed setting with no previous private practice experience

B

A partner/principal decision-maker in private practice with one or more team members seeking to launch or expand cash-based services

C

A physician in a non-clinical role seeking to transition into a concierge model

D

A physician in a cash-pay practice (traditional, direct, or functional medicine) seeking to increase revenue

E

Other (please specify in the next question)

Question 3 of 25

If you selected "other", please provide more details

Question 4 of 25

How many clinical full-time equivalents (FTEs) are in your current practice?

A

Just me

B

2-5

C

6-10

D

11+

Question 5 of 25

Select your current practice role and setting:

A

Employed W-2 in healthcare system

B

Employed W-2 in hospital or health system-owned practice ("captured" PC)

C

Employed W-2 in independent private practice

D

A partner in the private-equity-backed practice

E

A partner in the independent private practice

F

An independent contractor with no employed affiliation

Question 6 of 25

What is your current practice structure?

A

Traditional model, 100% insurance

B

Traditional model, mostly insurance with some cash-pay services

C

Direct care model: mostly cash with some insurance

D

Direct care model: all cash-pay

E

Functional or integrative medicine, a mix of insurance and cash-pay

F

Functional or integrative medicine, all cash-pay

Question 7 of 25

What is your desired practice structure?

A

Traditional model, 100% insurance

B

Traditional model, mostly insurance with some cash-pay services

C

Direct care model: mostly cash with some insurance services

D

Functional or integrative medicine, a mix of insurance and cash pay

E

Functional or integrative medicine, all cash-pay

Question 8 of 25

What is your desired service delivery model?

A

Cash-only practice, telemedicine only

B

Cash-only practice, brick-and-mortar with or without telemedicine

C

Hybrid practice (insurance with cash-pay services), telemedicine only

D

Hybrid practice (insurance with cash-pay services), brick-and-mortar with or without telemedicine

Question 9 of 25

In the next 90 days, you would like to:

A

Develop and refine a concierge practice idea and prepare to launch

B

Design and launch a concierge signature program as a value-add to existing services

C

Design and launch a high-ticket offering

1. Value Creation

Concierge practice focus and action plan

Question 11 of 25

My practice provides an exceptional patient experience and has a system to deliver value to patients by:

A

By being responsive and attentive to patients' needs.

B

Leveraging SWOT and creating systems based on patients' demographics and psychographics

C

By emphasizing accessibility and affordability.

D

We do not currently have a system in place.

Question 12 of 25

My practice has a clearly defined area of focus based on behavioral economics and a detailed action plan:

A

Yes, one specific focus area and an action plan provide step-by-step detailed guidance.

B

No, we do not currently have a clear focus and a plan, but we are working on one.

C

No, we do not currently have a focus or plan in the works.

2. Operations and Management

The nuts and bolts of your concierge program

Question 14 of 25

I have mapped out the types of visits/consults specific to my concierge program:

A

No, but I am working on it.

B

I am unsure how to get started with this.

C

Yes, I have a rough draft.

D

Yes, I have a detailed draft and a clear distinction between my concierge and non-concierge services.

Question 15 of 25

I have identified key staff members, designed and assigned key roles, and created a workflow for my team:

A

Yes, I identified key staff and their roles, based on my concierge program workflow.

B

No, I have staff, but did not identify their roles in my concierge program.

C

No, I do not have any staff and will run the program on my own power.

3. Pricing and Cost

Financial modeling scenarios

Question 17 of 25

I understand the key metrics of financial scenarios, such as gross revenue, contribution margin, and net profit (or loss).

A

I have a financial scenario dashboard using an Excel spreadsheet.

B

I have a rough idea based on quick calculations of my time and income goals.

C

I am not familiar with these and unsure where to start.

Question 18 of 25

I have a detailed practice proforma with break-even analysis and profit and loss for concierge services:

A

No, I have never needed one, and do not need one for concierge services.

B

Yes, I have an idea of the cost of concierge services for my practice, and the revenue potential.

C

Yes, I have created a practice proforma to model the cost and pricing of concierge services.

4. Marketing Strategy

Business profile, digital marketing, and CRM

Question 20 of 25

I have a Google business profile and an updated practice website:

A

No

B

Yes

C

Not sure

Question 21 of 25

I have a privacy policy and terms of use policy on my website.

A

Yes

B

No

C

Unsure

Question 22 of 25

I have a customer relationship management (CRM) in my practice:

A

No, I never heard of it.

B

No, but I am considering it.

C

Yes, I have it.

5. Performance Metrics

Key Performance Indicators (KPIs) and Objectives and Key Results (OKRs)

Question 24 of 25

I understand leading and lagging KPIs and how to use them to guide my practice growth:

A

Yes

B

No

C

I have never heard of KPIs

Question 25 of 25

I have an OKR dashboard and use it with my team to help us accomplish our goals:

A

No

B

Yes

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