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Regional Manager by Mind Map: Regional Manager
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Regional Manager

D2D operations of the clinics

OPTIMIZE PT SCHEDULE - (like an ATC control tower) - Ensure all tx are done. DECREASE NO SHOWS

STAFF WORK SCH - Ensure Staff is working optimally

CHECKLISTS - Ensure work Checklists are followed - morning,intraday, nightly, weekly, monthly

EMR - Daily EMR notes are done on time

Job Expectations


Clinics are running smooth - back to back tx, tx done on time. tx no shows appropriate & 1st time warnings and Fees charged, no burns, decreased SG's, EMR % improvement reports satisfactory, EMR's done daily

Staff issues are handled & intime without needing Dr K

Customer Service issues are handled timely & in time without needing Dr K

Performance Review

Job D2D Activities


Daily checklist, audit all sales -correct discount -payment processed correctly -autopay audit - setup correctly & for correct amount. Contact log tech to correct if not correct -all 'acct payments' as unassigned (done by acct dept now) -Employee purchases audit - mark all employee purchases as unassigned -comp guest audit -contact log for all comp guest to determine why and correct correct

Morning, Sales figures (Yesterday and MTD). Are we on track to meet/exceed goal Sch at a glance for all clinics - Optimize schedule Call all clinic managers – sales and other issues

Mid-day, handle refund, customer complaints, and satisfaction guarantee

End of Day, Check sales performance (Revenue by staff) Check Consult sales – All NO SALE Consults should have a contact log and f/u plan Check all referral sources – so we know which marketing is working


Mon by 3pm – Discuss agenda for Tue am conf call Tue Am – 9a-10a= prepare for conf call & 10a-noon = conf call

- (Acct Dept to do)Scrubbed sales report 2 ready for conf call


Sales Performance, Sales Performance Did we achieve our goal? Why? i.e. Study all Revenue Reports Revenue by Clinic Revenue by Staff Revenue by Marketing Revenue by Treatment Type How can we improve next month? Forecast based on Marketing Forecast based on Staff

This Month’s Work Schedule – Travel etc

-Employee performance report update -sales report update

Other issues / challenges

1. Staff turnover 2. Staff training 3. Staff Motivation/communication – give bad news first and fast. 4. Monitor Unauthorized sales and Unauthorized treatments 5. EQUIPMENT 6. BUILDING 7. EMR 8. MARKETING


eg 1. Implement listen360 with speed, 2. complete comp cleanup, 3.autopay setup cleanup, 4. noemails cleanup

Job Duties


Sales training & coaching the Staff, Sales - visit clinics and increase sales Coach all clinics on sales skills improve 'closing skills' of the team Ongoing mentoring and motivation call CM's atleast 2 times a day

Daily - watch for consult sales and upsells

ensure their dashboard F/U SEQUENCE is filled and upto date

Daily AUDIT sales, No unauthorized discounts, correct autopay setup, no unauthorized treatments. This is also done by acct dept. Eventually this will be the sole responsibility of Accounting Dept.


Coordinate Ops issues, Equipments, Supplies, HR/Accounting, Misc - Televox etc

Coordinate Marketing

Coordinate & Handle Customer Service

New Projects

help implement new projects - eg Photos (beore/after), Listen360, new equipment

MB - clean up noemails, clean up 'Active' pts

MB - clean up Comps & Acct Balances


interview candidates


new hire Training & Ongoing employee training

Training Videos - create them

Job Description

Overseeing Clinics and Managers -Clinic questions -directing concerns to correct department. -Standard Day to Day Ops. -Customer Service -calling clients -complaints and concerns -refunds

Learning Systems



Sales Folder

Training Folder



Pt Pad