Course curriculum

  • 1

    Introduction

    • Introduction to Andy Belanger

    • The Greatest Opportunity for People in Health Care

    • Introduction to Dr. Jeffrey Lee - Clinic Owner

    • Introduction to Audrey Cochran - Clinic Manager
  • 2

    Leadership

    • The Health of Business and the Business of Health

    • Introduction to the Four Pillars

    • Assignment: The Four Pillars

    • The Macro and the Micro Perspectives

    • Internal and External Roles

    • Example: Internal Roles

    • Example: External Roles

    • Assignment: Internal and External Roles

    • The Clinic Manual

    • Example: The Clinic Manual

    • Assignment: The Clinic Manual

    • Clinic Manual Index Example

    • Financial Sales Analytics Tracking Tool Example
  • 3

    Operations (6 Types of Schedules)

    • The Most Valuable Asset

    • Six Types of Schedules

    • Clinic Optimal Schedule

    • Owner Schedule

    • Example: The Owner Schedule

    • Health Provider Schedule

    • Example: The Health Provider Schedule

    • Technician Schedule

    • Office Manager & Lead Hand Schedule

    • Example: Office Manager & Lead Hand Schedule

    • Staff Schedule

    • Example: Staff Schedule

    • Assignment: Six Types of Schedules

    • The Two Types of Systems - "I" and "It"
  • 4

    Operations (7 Primary Systems)

    • The 7 Primary Systems

    • Assignment: 7 Primary Systems

    • New, Return, and Check Up Patient

    • Example: Health Practitioner

    • Example: Support Staff

    • The Challenges of Figuring Out the Process

    • Inventory System

    • Example: Managing Inventory

    • Scheduling System

    • Example: Scheduling System

    • Beginning and End of Day Systems

    • Billing Flowchart

    • Example: Billing Flowchart

    • Assignment: 7 Primary Systems Recap

    • Sample System Template

    • Secondary Systems

    • The Inactive Patient

    • Map for Inactive Patient

    • Assignment: Secondary Systems

    • What Ifs and Contingencies

    • Example: What Ifs and Contingencies

    • Assignment: Contingencies and What if Scenarios
  • 5

    Operations (6 Stages of Flow)

    • Introduction to the 6 Stages of Flow

    • Step 1: Contact

    • Assignment: Most Important Types of Calls

    • Example: Contact

    • Step 2: Coming to and Going to

    • Example: Coming to and Going to

    • Step 3: Sitting

    • Example: Sitting

    • Step 4: Treatment

    • Example: Treatment

    • Step 5: Leaving

    • Example: Leaving

    • Step 6: At Home

    • Example: At Home

    • Conclusion of the Six Stages

    • Assignment: The 6 Stages
  • 6

    Marketing Strategies

    • Introduction to Marketing Strategies

    • The Human Equation

    • Five Essential Impact Areas

    • Communication: Use of Language

    • Communication: Use of Visuals

    • Positive Client Checklist

    • Marketing Strategy

    • The Marketing Flowchart

    • Assignment: Marketing Flowchart

    • What Determines Your Marketing Strategy?

    • The Want and Need

    • Micro Market Analysis

    • Macro Market Analysis

    • Example: Micro and Macro Analysis

    • Assignment: Micro Market Area

    • 5 Point Approach

    • Example: 5 Point Approach

    • Assignment: 5 Point Approach
  • 7

    Marketing Tools

    • Introduction to Marketing Tools

    • Advertising Material

    • Marketing Toolkit

    • Brand Builders

    • Educators

    • Connectors

    • Example: Connectors

    • Communicators

    • Example: Communicators

    • Creating Videos

    • Organizing Your Marketing

    • Assignment: Marketing Tools

    • Creating Curiosity

    • Example: Creating Curiosity

    • Nurturing Relationships

    • Example: Nurturing Relationships

    • Assignment: Creating Curiosity and Nurturing Relationships

    • Going Home with Every Human

    • The Marketing Calender

    • Example: Marketing Calender

    • Assignment: Marketing Calander

    • Marketing Flowchart