The schedule is your barometer to future success.  When a optometry ceo brings in a new associate the ceo must plan to stimulate practice growth and build the new associate’s schedule.  When you work to make the new associate successful then you in turn are successful.  All great leaders know that building a great team requires leadership and coaching.  The success of building the new associate’s schedule lies in the coaching of your front line staff.  Just as a team member needs the team playbook so does the receptionist need guidelines in directing the phone conversation to successfully move patients to the new associate.  Below is one  page out of our playbook.

If this has been helpful in transitioning patients to your new associate please leave a comment regarding your experience.