Office Manager Collective — Week 1 Intake
Office Manager Collective

Week One
Intake Form

Session Preparation Assessment

Complete all five questions before today's session begins. Your responses allow Dr. Ellis to understand where you and your practice are right now so the coaching is precise and purposeful from the first minute.

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01
How often are you currently meeting one-on-one with your doctor?
02
How does your doctor prefer to receive practice updates and information?
03
Does your practice currently run a morning huddle, and if so, how consistent is it?
04
When your practice does hold a morning huddle, how long does it typically run?
05
Do you currently have protected, uninterrupted administrative time blocked in your schedule each week?

All five questions must be answered before submitting.

Submitted.

You are ready for today.

Your responses have been received. Dr. Ellis will review your answers before the session begins. See you at 12:00 PM CST on Friday.