The Front Desk

Referral Log 

Template Plus Instructional Video

This resource is suitable for all types of allied health businesses at ANY level of private practice development - yes, even the solo practitioner.

 

Although the name seems to suggest that all it does is track referrals received, it does so very much more. This handy tool will help you:

  • Track the number of inquiries received.

  • Allow you to calculate your front desk conversion rate.

  • Identify the highest referral type received, giving you insight into your marketing return on investment.

  • Show, on average, how many contact attempts your front desk team (or you) need to make to get hold of clients (this informs front desk efficiency and process decisions).

  • Determine how promptly referrals are being attended to by your front desk team.

  • Identify whether there is a particular presenting issue that your practice is not able to service, which can inform your future hiring decisions or on-referral pathways required.

  • Identify reasons /objections why clients don’t book, which in turn informs what you might need to train your front desk in.

 

* ACCESS IT BY COMPLETING THE FORM BELOW *

 

GET IT HERE

  • Type of Practice
  • Group Practice
  • Solo Practice
I confirm that I am at least 16 years of age or older

I have read and accept any EULA, Terms and Conditions, Acceptable Use Policy, and/or Data Processing Addendum which has been provided to me in connection with the software, products and/or services.

I have been fully informed and consent to the collection and use of my personal data for any purpose in connection with the software, products and/or services.

I understand that certain data, including personal data, must be collected or processed in order for you to provide any products or services I have requested or contracted for. I understand that in some cases it may be required to use cookies or similar tracking to provide those products or services..

I understand that I have the right to request access annually to any personal data you have obtained or collected regarding me. You have agreed to provide me with a record of my personal data in a readable format.

I also understand that I can revoke my consent and that I have the right to be forgotten. If I revoke my consent you will stop collecting or processing my personal data. I understand that if I revoke my consent, you may be unable to provide contracted products or services to me, and I can not hold you responsible for that.

Likewise, if I properly request to be forgotten, you will delete the data you have for me, or make it inaccessible. I also understand that if there is a dispute regarding my personal data, I can contact someone who is responsible for handling data-related concerns. If we are unable to resolve any issue, you will provide an independent service to arbitrate a resolution. If I have any questions regarding my rights or privacy, I can contact the email address provided.

Disclaimer:  By accessing this free resource, you will be providing your name, surname, and email address, which will unlock your free access to the Excel sheet and recorded video training.  You will also become a member of my privacy and spam-compliant mailing list. Please note that you can unsubscribe from emails at any time.

© Gerda Muller & Private Practice Success Australia Pty Ltd

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