---
title: "What Is Practice assessment? Dental Practice Glossary"
description: "A practice assessment is a structured review of a practice's operations, finances, schedule and team, used to find what works, what does not and what to measure..."
url: https://joncopeland.multisites.ai/glossary/practice-assessment
publisher: Copeland Consulting Services
email: drcopeland@joncopelanddds.com
contact: https://joncopeland.multisites.ai/contact
---

Practice management

# Practice assessment

A practice assessment is a structured review of a practice's operations, finances, schedule and team, used to find what works, what does not and what to measure next.

A practice assessment is a first look at the whole business. The ADA states that the first step toward meaningful and achievable [key performance indicators](https://joncopeland.multisites.ai/glossary/key-performance-indicator) is an objective and comprehensive evaluation of the business. An assessment often reviews financial reports, the schedule, [case acceptance](https://joncopeland.multisites.ai/glossary/case-acceptance), [recall](https://joncopeland.multisites.ai/glossary/recall) and how the team communicates. It ends with a list of findings and priorities. The review is only as reliable as the data behind it, so owners should confirm that reports use consistent definitions. An outside consultant may run an assessment, but an owner or office manager can also do one.

[Next stepPractice consulting with Dr. Copeland](https://joncopeland.multisites.ai/contact?topic=consulting)

## Related terms

-   [Dental practice consultant](https://joncopeland.multisites.ai/glossary/dental-practice-consultant)
-   [Key performance indicator](https://joncopeland.multisites.ai/glossary/key-performance-indicator)
-   [Practice analytics](https://joncopeland.multisites.ai/glossary/practice-analytics)
-   [Dental practice optimization](https://joncopeland.multisites.ai/glossary/dental-practice-optimization)

## Sources

1.  [ADA, Key Performance Indicators (KPIs)](https://www.ada.org/resources/practice/practice-management/measuring-success20160428t155202)

## Talk with Dr. Copeland

[Contact Dr. Copeland](https://joncopeland.multisites.ai/contact)[Email](mailto:drcopeland@joncopelanddds.com)