Rosen Coaching Webinar Rosen Coaching Handout: Three Pillars and Eight Systems to Thriving in a Wellness Model

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Raymond Alexander
6 years ago
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Rosen Coaching Webinar Rosen Coaching Hout: Three Pillars Eight Systems Thriving in a Wellness Model Rosen Coaching Webinar Hout: Three Pillars Five Systems: The Optimal Health Chiropractic System

1 Rosen Coaching Webinar Rosen Coaching Hout: Three Pillars Eight Systems Thriving in a Wellness Model Rosen Coaching Webinar Hout: Three Pillars Five Systems: The Optimal Health Chiropractic System Ne: Ne: Date: Date: Progress Stats Where are you now? New patients per week presently working _ hours per week Patient visits per week Production (ount billed) per month Collections per month Overhead Where you would like be one year from day? New patients per week Hours per week Patient visits per week Production (ount billed) per month Collections per month Overhead # of patients per week # of new patients per week = PVA (patient visit average or retention) What is average? What is minimum for wellness Optimal Health practice? practice? What would you like yours be? We also like look at internal referrals: Again, the stat sheet we send you will show you all of this, but in general we want you take the number of internal referrals you get per month, on average. # of internal referrals per month = PV per month X 10% My number of internal referrals

2 Three Pillars The three pillars of running a thriving Optimal wellness Health practice practice 1. Headspace: Clear about who you are what you deliver what your goals are 2. Procedures: Congruent strategies 3. Action: Continuous right action Let s break them down 1. Headspace: Clear about who you are what you deliver what your goals are a. Mission, vision, purpose- Across the board all successful people lead a life. b. What is your product?- i. Empower people get healthy, stay healthy have the best life possible ii. How? Correct show ways not them in the future by living a healthy iii. Hope for? 1. Feel better 2. Prevent 3. the effects of the 4. Have a life c. Certainty- how certain are you that you can deliver d. Goals- Personally have a love hate relationship with goals. How about you? d. Goals- Personally have a love hate relationship with goals. How about you?

3 Three Pillars 2. Congruent strategies, whether it is. a. Marketing, Communications, Running staff, Life etc. b. We must have congruent c. From a communications perspective we cannot use scare tactics if we want people, we cannot talk about acute care, then corrective care, then maintenance care or wellness care or Optimal if we want Health help care people if we get want healthy help people stayget healthy for a stay healthy for a d. We cannot expect our te grow the practice of our dres if they don t e. And we cannot successfully promote a healthy lifestyle if we do not 3. Continuous right action a. This is where so many people! b. Just because you are running fast does not mean you are running in the right So the three pillars of running a thriving wellness Optimal Health practice practice are: are: So 1. Headspace: the three pillars Clear of about running who a thriving you are wellness what practice you deliver are: what your goals are 2. Procedures: Congruent strategies Headspace: Action: Continuous Clear about right action who you are what you deliver what your goals are 2. Procedures: Congruent strategies 3. q Action: Could Continuous use some improvement right action

4 Get Get the the 15--page 5-page questionnaire at the at the end! end! 1. System System 1. Headspace sustain practice Personal growth Growth a. Make space b. do Fill what it it takes keep in the right place. fully underst the Glass Ceiling c. concept!! do what it takes break through old limiting beliefs upper limits. d. Repeat clear about mission vision purpose, have clearly written SMART broken down quarterly goals. get azing results with patients. q Could use confident some improvement can deliver the. Not only confident in technique q Got ability it WRED deliver the goods correct subluxations also confident can help people quit recreating the se problems over over again because have a clear system help educate patients about healthy lifestyle choices. f were a patient 2. would Headspace want see Truth! 8. do feel My what GREAT Personal it takes physically, System: keep mentally, feel GREAT emotionally physically, in the mentally, right spiritually place. emotionally fully underst spiritually the Glass Ceiling To serve concept more people do we what must it build takes break through old decrease limiting beliefs upper : limits. eat clear well, about get plenty mission of exercise vision including purpose, strength have cardio clearly training written SMART get plenty of rest/ sleep, broken take long down enough quarterly lunch breaks goals. get recharge, azing have results a happy with home patients. life, easily stay mentally present, confident rarely can deliver worry, the happy. with Not only emotional confident state, in technique happy, joyous ability have deliver plenty the goods of love correct gratitude subluxations in life, also happy with confident spiritual life/ can help fulfilling people purpose quit recreating in life. the excited se problems get out over of bed every over morning again because fulfill have mission, a clear system schedule help in enough educate fun, alone patients time, about etc., healthy make sure lifestyle needs choices. are f being were met a patient in life so would have something want see give at! office, take at least vacation per year. Again, we can spend days on this one subject but if you do not take really great care of Could use some improvement q yourself Could you use will some not be improvement able sustain growth, it is as simple as that. Got it WRED Got it WRED q Got it it WRED 3. Patient Communications Systems - System Visit 1 2. Operating System Dre Te - Visit 2 - We Daily run nteractions our business like a not a mom pop sre. have a well thought out - Re-eval Re-reports for business. My entire te is clear about what our yearly - objectives Dealing with are, Difficult what our People are exactly what each person is doing reach those objectives. a. Visit 1- have can motivated, easily process well trained, new patients passionate by staff the in end the of right the positions. first visit they have say a out system loud, i. train Clearly them have continually that could their be causing performance. headaches We have (or regular chief complaint) successful inspiring as well as effective dizziness,. indigestion Each member PMS. of Obviously the te is the clear car about accidents, whether they diet are bored, emotional in the zone stress or stressed. over the years We realize most likely if anyone brought on our this te on. is stressed we can t sustain ii. f don t growth. get We the know subluxations exactly what take we care need of the odds work are on things get us will the next level we re 100% committed the success of our office goals. We continually make space, fill it, reorganize repeat.

5 System 3. Patient Communication Systems iii. f do get them corrected learn ways not recreate them in the future can most likely: - Visit 1. 1Feel better - Visit 2. 2 problems in the future - Daily 3. nteractions Reverse the effects of the process - Re-eval 4. Have Re-reports a better! - Dealing iv. Clearly with Difficult have a People problem not just a problem. And you can help me get healthy, stay healthy have a better life. a. Visit 1- q Could can easily use some process improvement new patients by the end of the first visit they say out loud, q i. Got Clearly it WRED have that could be causing headaches (or chief complaint) as well as dizziness, indigestion PMS. Obviously the car accidents, diet emotional stress over the years most likely brought this on. b. ii. Visit f don t 2- Do get your the patents subluxations take? Do care they of the want odds what are you things will? Are they happy iii. f do get for them it? corrected Are you clear about learn ways what you not should recreate them in help the future them achieve can their most health likely: goals? Do they underst their responsibilities? Do they realize how much care 1. Feel they better will need? Do they underst the lifestyle changes they may need 2. make? Do problems they ask you in the if they future can get their fily checked? 3. Reverse the effects of the process q Could 4. Have use a some better improvement! q iv. Got Clearly it WRED have a problem not just a problem. And you can help me get healthy, stay healthy have a better life. q c. Could Regular use Daily some Visits. improvement can easily as many people as choose. q Got give it them WRED the care they spend the exact right ount of time with them vs. spending the time think they want. know exactly how quickly effectively b. keep Visit 2- the Do communication your patents going so? they Do they learn want a little what bit you more each every? Are they visit happy they stay excited for it? Are motivated you clear about what you should help them achieve their health goals? Do they underst their responsibilities? Do they realize how much q Could care they use will some improvement need? Do they underst the lifestyle changes they may q Got need it WRED make? Do they ask you if they can get their fily checked? q d. Got Re-evaluations it WRED Re-reports. do re evals re reports with all of patients. These are insightful useful meetings where we clarify how they are progressing with their c. Regular health Daily their Visits. life! We can do easily not just talk about as many but people we are as clear choose about. how their c. Regular Daily is affecting Visits. can their easily progress are clear as about many how people their as entire choose life is. give them the care they spend the exact right ount of time with them changing give them because the care of they their care. We are spend clear the where exact they right think ount they are of time on the with -10 them vs. spending the time think they want. know exactly how quickly effectively +10 vs. spending scale, where the time they want think they get want. know what they exactly believe how they quickly will need effectively keep the communication going so they learn a little bit more each every visit do reach their keep new the communication health goals. get going so they learn opportunities little bit more for each talks every screenings visit they stay excited motivated from these they stay meetings. excited motivated q Could use some Could improvement use some improvement Got it WRED

6 d. Re-evaluations Re-reports. do re evals re reports with all of patients. These are e. Dealing with Difficult questions. My te are comfortable dealing with our insightful useful meetings where we clarify how they are progressing with their patients difficult questions statements. We never join the O.K. Corral by just health their life! We do not just talk about but we are clear about how their saying O.K. even though we don t agree with them. We also never find ourselves using is affecting their progress are clear about how their entire life is or overly assertive behavior or language that might offend our patients changing because of their care. We are clear where they think they are on the -10 We have a deal with such patients, which we practice regularly. We are +10 scale, where they want get what they believe they will need do reach confident that we all can address difficult situations in a manner that allows their new health goals. get opportunities for talks screenings from our patients hear what we are saying, attempt resolve the situation in the best these meetings. manner possible. q Could Could use use some improvement some improvement q Got Got it it it WRED WRED e. Dealing with Difficult questions. My te are comfortable dealing with our patients difficult questions statements. We never join the O.K. Corral by just Patient saying Communications O.K. even though Systems we don t agree with them. We also never find ourselves using - Visit 1 or overly assertive behavior or language that might offend our patients - Visit We 2 have a deal with such patients, which we practice regularly. We are - Daily nteractions confident that we all can address difficult situations in a manner that allows - Re our eval patients Re reports hear what we are saying, attempt resolve the situation in the best - Dealing manner with possible. Difficult Questions q Got Could it WRED use some improvement Let s 6. Financial Talk Money Systems: My head is in the right place about. value services, time, talent, energy 4. Marketing resources. Systems- have patient clear friendly about financial plans. market, confident what message fees are is competitive get for that message area in front feel of the care right is worth people. have fees. a 13-month not insurance perpetual marketing calendar. f do utilize with a insurance marketing within the plan. scope have of the successful law internal, safe external for when nternet audited. We get our marketing billing, strategies collections, report cpaigns writing etc. that done bring on me time. perfect monir cidates. aging report give a series collect of the talks ount of seen money as a know health should expert be in collecting. community. My patients gladly refer have as q many Could new use patients some improvement as desire. realize that all new patients come from Could use some improvement! They come from us not us! have a system mathematically monir where new patients come from, how many signed up from the event, how many actually System made it 4 New the Patients office how many stayed, what return on investment of each event cpaign mathematically prove whether or not this event was a success. clear about market, what message is get that message in front q Could of the right use some people. improvement have a 13-month perpetual marketing calendar with a marketing q Got it plan. WRED have successful internal, external nternet marketing strategies cpaigns that bring me perfect cidates. give a series of talks seen as a health expert in community. My patients gladly refer have as many new patients as desire. realize that all new patients come from! They come from us not us! have a system mathematically monir where new patients come from, how many signed up from the event, how many actually made it the office how many stayed, what return on investment of each event cpaign mathematically prove whether or not this event was a success. q Got it it WRED

7 System 5. Flow How Hle Growth: 5. Dre Te Systems- have motivated, well-trained, passionate staff in the right positions. have a system train them continually their performance. We have regular a.make successful space inspiring effective. Each member of the te is clear about b.fill whether it they are bored, in the zone or stressed. We realize if anyone on our te is c.!! stressed we cannot sustain growth. We know exactly what we need work on get us d.repeat the next level we are 100% committed the success of our office goals. We q continually Could use make some space, improvement fill it, reorganize repeat. 7. q Road Could blocks use some infrastructure improvement Systems q have Got enough it WRED, equipment, docr availability, practice systems organization staff get the next level reach goals. My appointment book is mocked up for at least 1 year in advance with spots for special appointments regular 6. visits Financial etc. We Systems: effectively so can stay in the zone, not be stressed, run late or My be head bored. is in the almost right always place about run on time. utilize. value staff services, their optimum. time, talent, happy energy with work resources. hours. have patient friendly happy financial with technique plans. confident results. fees are competitive for area feel care is worth fees. not insurance. f do utilize q Could insurance use some improvement within the scope of the law safe for when audited. We get our q billing, Got it it WRED collections, report writing etc. done on time. monir aging report collect the ount of money know should be collecting. How important is it you have the practice life of your dres? 7. Road blocks infrastructure Systems What are you willing do achieve it? have enough, equipment, docr availability, practice systems organization staff get the next level reach goals. My appointment book is mocked up for at least 1 year in advance with spots for special appointments regular visits etc. We effectively so can stay in the zone, not be stressed, run late or be bored. almost always run on time. utilize staff their optimum. happy with Our work greatest hours. wish is help you happy have that with success! technique f you are SEROUS results. about growth Join The Optimal-Health Chiropractic System day at one of 4 levels. f q you Could are SEROUS use some about improvement growth contact us NOW for a FREE 30 minute Consultation Contact To find out q Got it kat@rosencoaching.com more WRED OR Call (808) Go OR contact us NOW for a FREE 30 minute Consultation Sincerely, Contact Kat@TheOptimalHealthChiropracticSystem.com OR Call (808) Sincerely, Russ Angie

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