My blog

Dec 10/18

Care Plans are important to give to patients and to staff.   Watch this video to find out why!


Dec 8/ 18

Working on updating the website today.   My goal was to simplify the website and make necessary updates.  I like a website that looks clean and is easy to navigate.  Also I added an optional service called an Exit Report to Locum Offices so that they could get an objective view on their practice and suggest some positive changes.

Dec 6/ 18

Worked on establishing Square Up appointments and fee schedule for True North.
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Nov 19/18

Working on a new website at   It will link to this website but offer other services in addition to Practice Management.  Check it out after November 26 by clicking here.

Oct 17/18

It was great doing a locum the last two weeks for a chiropractic office in my area. Often I can see the great unique qualities of a clinic by working a locum as well as some of the deficiencies or improvements that can be made compared to the other clinics that I’ve worked in. I offer recommendations in an Exit Report so the doctor knows what they can do to improve their clinic and offer my help as a consultant if they need help making the changes with their staff.

Great to be back from summer holidays – Sept 4/18

Holidays are important for time with family, to relax, and to reflect.  I did all 3 on my vacation this summer.   Relationships are important and none more important than family.  Now with more clarity I look forward to helping more clinics achieve their goals.

Back to the Mission and Vision – May 28, 2018

It is important to go back and evaluate your mission and vision on a regular basis. Today I woke up early to spend time just focusing on this point. Am I on track with the Mission and Vision for my life? Are there any improvements that I can make to my day to day routine? I wrote that in my journal.

Testimonial – May 17, 2018

Testimonials are a wonderful way to spread the word about your service.  When a patient or client is raving about your care have a staff member take a video.  And then share it with the client’s consent in a short video on Social Media and your website!

New business card – May 17, 2018

Used Vistaprint’s service to help me design a business card.  Quick and helpful.  I like the outcome!  Also they have an app that allows you to have your card available to text or email to someone with your contact info.

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Social media marketing needs to be done well to have a bigger reach in your community.  Here is an example …  May 16, 2018

Uploaded our new introductory video – May 15, 2018

Be available to accept new patients

Billing and Collecting – April 28, 2018

The system you use for billing and collecting needs to be simple and effective.   The clients needs to know in advance what the billing will be for their service.   I like to make a recommendation to a patient within the first 5 visits on what to expect from their care.  Then I have a template on an Excel spreadsheet that I use to plug in the recommendation that itemizes the number of visits, progress exams, x-rays and other services included.


Locums are a great way for me to see a practice from the inside out.   Even a few days in a practice allow me to understand the spirit and mechanics of how the practice works and I can easily see what can be done to improve the practice.

Do it now to generate momentum and positive results

Today we are talking about the mentality of doing things now. When you have a staff meeting and discuss things at the meeting, its important to come out of the meeting with a quick action step, you basically want to do it now, even if you stumble and fall and your not doing it very well, its important for the energy and the momentum of the clinic to implement new tasks and new ideas immediately and keep practicing them and practicing them, bringing the results back to the next meeting until you perfect that task and your getting wonderful results with what you do.

Click here to watch our video!

Scheduling Follow Up Appointments

When you schedule follow ups in your clinic is it best to do those follow ups as soon as possible. I like to follow up with a new patient the next day after I do a treatment because I want to see how the treatment did for them. Also, if more treatments are necessary I like to do those treatments fairly quickly because I want to see the patient getting better faster, I want to stay in control of the process, I want to be able to answer their questions and give them good advice as far as what they should be doing at home to improve their condition. Also, we know statistically that scheduling visits closer together has a higher success rate than if you leave the appointments farther apart where a patient may forget or may not show up or cancel the appointment.  To watch our video on this topic click here.


Focus is so important for practice success. Once the Vision and Mission is clear and communicated to staff and patients then the focus needs to be on the plan day to day and week to week. For example information needs to be communicated to staff and patients so they know the value of your care and what you do. Staff should be talking about the services that the clinic offers. Great results and reviews should be shared with patients and staff. Each day a review of the day and planning for the next day should be done to get in the right mindset for the patients and success for a good outcome that day.

Prioritize to get better results and energy

Priorities are very important in determining where you should spend your time and effort. You should make a list of the different priorities you have on a day to day and week to week basis and then determine which items you absolutely need to do and that bring good energy and good results to your practice. The other tasks could be delegated to staff.  Staff could be trained to do these things on a daily and weekly basis with your supervision to get good results. By prioritizing, it ensures that your time is well spent and the energy will produce great results for your practice down the road.

Great to be back in my own practice 

It’s great to be back in my own practice after doing a locum to help someone that was away.  I learn a lot doing locums.  I see different systems and what works better than my clinic and can clearly see what we do well.

The way I look at a practice when managing it

When I look at a practice I break it down into different areas:

1. The mission and vision of the practice including the mindset of the doctors and owners

2. The staff and their responsibilities. Are they doing a good job representing the mission and vision?

3. The systems in the clinic. Are they effective and efficient?

4. The results. Do they reflect the changes we are making in the clinic?

Staff training

I believe that the front desk staff plays a big role in the success of the practice.  Good people and training can make a big difference to the success of the clinic.   It all starts with the doctor’s vision and then their willingness to act on that vision.  Communicating to staff what they would like done is important on a weekly basis so staff feel like they are doing a good job.   They need to be complimented and rewarded for a job well done on a daily and weekly basis.

Office layout

The layout of an office is important for success.  Using the rooms wisely can increase the capacity of a clinic.   Preference should be given to the busiest practitioners.   It should be explained to the patients what they need to do when they come to the office.   Do they stop at the front desk first? Go in to lie on the table?  Talk to the doctor before the treatment?  Stop at the front desk to book their next appointment?   Or are there procedures to make these steps more efficient and easier on all parties involved?

Small details matter – Do them well

When managing a practice small details matter.  Do them well!   Master the processes in your clinic and train your staff on the small nuances to make the level of service better.  Re-train staff at weekly staff meetings so that the fine details are top of mind.  Then on a monthly basis you will see the improved results in your statistics!


‪Doing a locum at Glenmore Chiropractic today. It’s great to help an office where the doctor is away on holiday or because of injury. The learning curve can be steep with new software, forms and techniques but that also benefit me for future locums. ‬


Picking the right staff for your practice is a process.  Once they are hired training on a regular basis and team meeting on weekly basis help to re-enforce the values, procedures and special needs that patients and the clinic may have.  Moving staff around to suit their strengths is best.  If someone is struggling provide extra help for them to give them the best chance at success.  Remember it’s all about the relationships … between you and your patients, you and your staff, and your staff and your patients!

Social Media

We have found social media to be the second best way to get more new patients to grow your practice.  The best way is referrals.   The goal of social media is to educate and share what you are doing with the people in the immediate vicinity of your practice.  When people tell you that your service has met and exceeded their expectations then getting them to leave reviews on Rate MD, Facebook and Google is important.  We want you to be the #1 doctor in your area in your field and social media is the avenue that we use to tell people about you.

Results are exponential with a practice manager

I have found that my results were exponential when I had a practice manager.  Someone to help me focus on my vision and goals and to provide objective feedback to me and my staff.   Most of my career I used a practice manager and when I did I found the results far outweighed the cost of the service.  And I became a better person because of it.

The regular patient visit

The regular patient visit in your clinic is important.  Make sure that you are on top of your game for each and every visits.  Listening to patients is key.  What is different visit to visit?  Record your results in your notes.

Then assess the patient.  Do the treatment.  Give the patient advice so they can help themselves going forward.

You need to have structure to your follow ups so recommend a Care Plan with follow up sessions that are scheduled and clear outcome measures that will be assessed at re-examinations.

Make sure your staff is with you.  They need to care about the patient’s needs, be empathetic and clear with their communication with the patient regarding your fee and the next appointment.

Last if you want to grow your practice you must tell patients that you are accepting new patients and give them 4 cards to pass out to their friends.  For patients that are raving about your clinic give them a card where they can leave a review like Google, Facebook, or Rate MD’s.

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