Title Page

  • Conducted on

  • Prepared by

  • Location

Private Revenue Growth

  • Rate the team’s engagement with private

  • Are private services being promoted?

  • Does the practice engage with the FAE?

  • Rate the team’s engagement with AMD 0-10

  • Do the team have AMD leaflets available?

  • Are the team proactively offering AMD?

  • Rate the team’s engagement with myoptions 0-10

  • Rate the team’s knowledge of myoptions services and prices (as per their category) 0-10

  • Do the team have myoptions leaflets available?

  • Are the team proactively offering myoptions?

  • Rate the team’s engagement with AOHC 0-10

  • Rate the team’s knowledge of the nearest AOHC services and prices 0-10

  • Do the team have AOHC leaflets available?

  • Are the team proactively referring to AOHC and have a referral map in place?

  • Are the referral pads in use?

  • Rate the level of engagement with OHP selling 0-10?

  • Are OHP being offered at the appropriate stage of the patient journey?

  • Is the hygienist engaged with OHP selling?

  • Is the practice achieving the minimum required level?

  • Are the team managing private open courses?

  • Are the team using the recall system for private patients, including hygiene?

  • Rate the quality of the hygienist 121 0-10

  • Have all hygienists completed direct access training?

  • Is the level of hygiene diary utilisation acceptable?

  • Are hygiene appointments being booked more than two weeks in advance with no other sessions made available?

  • Is Denplan being maintained?

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.