The Optometric Minute

Improve Practice Performance with Dashboard Management

August 16, 2017

Ryan Witt, OD, and Jason Shanks, of Chittick Family Eye Care,  measure all aspects of their practice’s performance on a daily basis with the use of the Glimpse system. By utilizing a concise dashboard of essential metrics, both ODs and staff can measure their performance against goals for frames sales, AR treatments, daily disposable contact lens prescriptions and against aggregate metrics from all Glimpse users. Dashboard management has become an essential financial management and planning tool, they explain, adding that it has become an powerful tool for motivating staff and measuring total practice performance, as well.

Manage by Numbers, Develop Best Practices
Involve Staff in Tracking Performance

KNOW YOUR NUMBERS DAILY. Know how your practice is performing daily, and break out performance by individuals to compute their effect on patient flow and contribution to practice profitability.

DISCUSS DATA IN MEETINGS. Review metrics in staff meetings, so everyone in the practice knows the goals you are working toward.

DEVELOP BEST PRACTICES. Pinpoint ODs and opticians who are performing best, and share techniques that work.

BUILD GROWTH PROJECTS. Utilize your dashboard to target areas for growth. Your dashboard allows you to keep an eye on past growth projects while beginning new ones.

 

PROACTIVELY PLAN. Plan each day’s goals for each optician and doctor.

SET LONG-TERM GOALS. Set goals for each year, and then break it down into what each optician and doctor needs to do each day to reach those yearly goals.

GIVE ALL EMPLOYEES ACCESS. Allow all employees to access to the dashboard management system, and e-mail individual performance metrics to doctors and opticians every morning.

GET VENDOR SUPPORT. Be sure you have help from your dashboard management vendor to optimize the system and resolve difficulties.

Ryan Witt, OD, is a partner with Chittick Family Eye Care in Danville, Ill., and Jason Shanks is chief operating officer of the practice.

TO LEARN MORE ABOUT GLIMPSE:  Click here to request a demo of the Glimpse business management system.

 

 

 

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