The Operations and Money-Trail Review
One low, fixed fee of 1,500 to 3,500 dollars, based on your size. About two to three weeks. It needs no access to patient records, because everything we look at is operational and aggregate. You come out with a clear picture of where you are losing time and money, where the easy growth is, and a prioritized plan, all measured against your own numbers.
Start the reviewStart with a conversation
If you are going to take a meeting, it should be worth your time. A short intake helps us set up a focused conversation. Do you want to focus on the financials, your patient and employee experience, revenue and margin opportunities, AI, or planning for the future? Tell us, and we will make sure your topics get addressed.
Information you provide
This is not homework you do alone. You or your team can share these, or we can help pull them directly once you give us access. All of it is operational and aggregate, with no patient health information.
The backbone of the money-trail: revenue and expense by category.
Percent commercial, Medicare, and cash. No patient records.
Capacity, gaps, and missed-appointment counts by day and slot.
No Social Security numbers, no patient data. Used to map coverage and benchmark pay.
Each tool, its monthly cost, and its renewal date.
Visits, new patients, and missed-appointment rate.
So we can see whether billing is part of the picture. We review, your biller executes.
The focus areas you picked on the intake, and where you want to go.
What you get
Four plain deliverables, built from your numbers, not from industry averages.
Where the dollars come in, where they go, and where you are losing time and money. One page you can actually read.
The places losing time or money, and where growth is sitting, sized from your own P&L and schedule. We never present an industry average as if it were your number.
The short set of numbers to watch each month: collections versus target, overhead as a percent of collections, days in AR, missed-appointment rate, new patients per month, labor as a percent of collections, staff turnover, cross-coverage gaps, and your top five vendor spends and renewals.
What to do first, what to do next, and what we coordinate through your existing finance, billing, or legal advisors.
What you can expect
No obligation beyond the review.
The review's job is to find opportunities and tell you what is worth doing. There is no commitment to hire us for anything more. If there is not a clear, worthwhile path forward, we will say so, and you keep the plan either way.
We focus on operations. For work that needs deep finance, billing and coding, valuation, or legal, we bring in your existing advisors rather than doing it ourselves.
A simple example, not a promise
Illustrative only, and your numbers will be different. Say patients miss appointments more often than they should. That is revenue you can usually win back with a scheduling fix, not more marketing. The review finds your version of that, puts a real number on it from your own schedule, and tells you what it is worth to fix.
Common questions.
About two to three weeks, for one fixed fee of 1,500 to 3,500 dollars based on your size. The fee rises with more providers or locations.
No. Everything is operational and aggregate. No patient health information changes hands, so there is no business associate agreement or legal review needed to start.
No. The review's job is to find opportunities worth acting on. If there is not a clear, worthwhile path forward, we will tell you, and you keep the plan either way.
You decide. Many practices move into a month-to-month engagement to act on the priorities. Some take the plan and run it themselves. Either way, there is no long contract.
See where you are losing time and money, and where the growth is.
Start the Operations and Money-Trail Review. One fixed fee, about two to three weeks, no access to patient records.
Start the review