Episode #80

20/20 Money Episode #80 – Managing Your Schedule to Profitability with Dr. Gina Wesley, OD

May 18, 2020

Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Gina Wesley. Gina joins the show to discuss various ways in which scheduling has impacted the profitability of her practice. We talk about the direct and indirect benefits of having a scheduling philosophy and why empowering your team is an important component to helping you manage an efficient practice. We also discuss the importance of communicating and setting expectations with patients is important regardless of the type of exam or the journey that they went through (normal exam vs emergency vs walk-in) and examples of language that you can use to communicate to patients that you understand that their time is valuable as well. We also discuss one of the biggest culprits that exists in an office which can throw off the schedule (hint: it may or may not be who you think it is) and how you can fix that problem and we wrap up the conversation with her pre-appointing process and how online scheduling now plays an integral role in her recall process (including the strategic placement of her “Schedule Now” button based off the Z-pattern of how website visitors consume content).

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Discovery conversation to learn a little bit more about what it means to work with our firm or check out any number of additional free resources like our eBooks and on-demand webinars.

And with that introduction, I hope you enjoy my conversation with Dr. Gina Wesley.

Start Planning Today

Don’t miss out on exclusive access to financial tips, strategies, and expert-led webinars. Subscribe to the “Planning Life, On Purpose” newsletter today and stay ahead of the planning curve!

Start with Why by Simon Sinek

Don Miller Story Brand

Complete Eye Care of Medina

Episode Transcript

Enjoy our content? Subscribe for regular updates!

Related Podcasts

  • Financial Planning
The 401(k) rules have changed. Has your retirement plan?

If your practice has been using the same retirement plan for years simply because “it works,” you may be leaving…

  • Practice Management
Why your optometry marketing isn’t working with Jeremy Bono from IDOC Marketing

Your next patient may already be looking for an optometrist—and choosing someone else before you ever know they existed. On…

Is optometry too focused on specialty services? A discussion with Dr. Kyle Klute

What if the pressure to add specialty services is distracting you from the value already sitting inside your practice? In…

  • Practice Management
How successful practice owners actually become wealthy

A profitable practice can create tremendous cash flow—but it does not automatically create personal wealth. In this episode of 20/20 Money:…

  • Practice Management
What every seller needs to know before selling their practice

A practice sale that should have been the easiest transition imaginable ended before negotiations even began—and the lessons could save…

  • Practice Management
Your Practice Doesn’t Need More of Your Time — It Needs Better Use of It with Nathan Hayes

What if the next level of your practice requires less time in the lane — not more? In this episode…