Checklists & Printables
The Office Manager’s Practice Health Check
Behind every great practice is someone holding it all together.
Supply prices live in one portal, invoices in another, and the reorder list in somebody’s notebook. This 12-point checklist puts the four places practices lose time and money in front of you at once: vendors and pricing, ordering and time, invoicing and budget, team and handoff. Twelve questions, about fifteen minutes, and a plain read on where you landed.
Whether you place the orders or sign the invoices, it’s the same twelve questions.
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Know where your supply spend is leaking.
Twelve questions across the four places independent practices quietly lose time and money, with a plain-language read on where you landed.
- Four sections, twelve questions, one page. Designed to be printed and filled in with a pen. Check what’s true today and leave the rest blank.
- Find out whether you actually know what you’re paying. Most practices can’t name their real price on their top ten recurring items without opening a portal, and almost none have been shown what a DSO pays for the same products.
- Find optimization points before they find you. Two questions nobody asks until they have to: if you were out sick tomorrow, could someone else place an order, and does the process live anywhere but in one person’s head.
What you'll have when you're done.
A real number for the hours. Section 2 asks you to write down how many hours a week go to ordering, reconciling, and chasing reps. Most people guess low the first time.
