About Us

Shawn Veltman & Associates offers a number of services geared towards helping practice owners to be more successful with their businesses.

 

The core of these services revolve around the concepts of automation & systemization – Finding the areas where repetitive, rule based work can be automated, and finding ways to systemize “best practices” so that they’re used in every applicable situation by every member of the practice.

 

The systems that Shawn has developed (both software and “peopleware” solutions) allow us to:   

·        Quickly & accurately generate practice health reports (looking at areas of strength and weakness based on practice-specific data)  

·      Create sophisticated (yet easy to use) CRM applications for practices – For example, patient visit history matrix used to flag patients who are operating outside the normal boundaries of past patient behavior.

·      Break complex, multi-step marketing campaigns down into daily action steps for front desk personnel (EG:  Patient reactivation campaigns, referral generation campaigns, introduction to new services or products, etc)

·       Follow up with past patients on a consistent basis to ensure they’re following through with any prescribed exercises (and educate them to the consequences of failure to do so, as well as potential remedies)

·     Track any changes in the practice statistics through time, especially those related to practice growth initiatives 

In other words, we’ve created systems that help practice owners do the things they recognize are necessary to grow their practices, without taking away from their ability to focus on their patients.Because much (or all) of the work is done on our end, practice owners can spend more time focusing on their patients, and less time on their business – Which allows them to have much more successful practices.

 

In addition to these practice specific systems, Shawn has also worked closely with larger companies to automate many tasks previously left to front-line employees, accountants, or other supplementary staff.  Shawn’s helped companies automate things like repetitive document formatting, daily bank statement report preparation, bank transaction error detection, account monitoring, and accounting preparation (income statements, balance sheets, etc).  The rule of thumb with automation is “If you can train an employee to do it without saying ‘Use your best judgement’”, chances are we can automate most or all  of it.

 

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