PATHWAY TO PROFESSIONAL AND FINANCIAL SUCCESS

Contracting for the Consulting Process:

Whatever stated objectives in a given case, effective consulting seeks long-term results and is therefore a process rather than an event. For this reason, we ask doctors to contract for a three-year retainer during which time they can draw freely on our consulting resources as needed.

a.) The Retainer Agreement: A doctor becomes a client of John Gay & Associates by signing a Retainer Agreement, which runs for three years. The annual retainer fee is $4,000 to $8,000 for a one-doctor office, and an additional $1,000 for an associate doctor; fees vary due to professional type and size of practice. Under this Agreement the practitioner is entitled to all of our consulting services by telephone, letter and facsimile. There is no limitation on the number or length of telephone calls. However, if it is necessary for us to return a client’s call we bill the doctor for reimbursement of the actual telephone charges incurred. Once the doctor has become our client, we proceed as follows:

b.) The Data Collection Process: After we have received the Retainer Agreement with the appropriate fee, we mail two questionnaires to the doctor, one personal and the other pertaining to the practice.

Additional items requested are:

1.) Three years of year-end (Profit or Loss) statements;

2.) Last year’s business tax filings;

3.) DISC (Personality Profile) Form;

4.) Traffic Count in front of Doctor’s office;

5.) Photo-a-rama (video, 35mm, or digital) of doctor’s office.

c.) Monthly Report (Tracking Patient Flow): We ask the doctor’s help with this by giving us the following information as soon as possible after he has become our client:

1.) Number of patients scheduled;

2.) Number of patients keeping their appointments;

3.) Number of new patients;

4.) Number of specialty patients (if applicable);

5.) Number of “non-paying” patients (e.g., those who visit the practice with an appointment for a progress check, etc.) being seen at no charge;