Every assessment evaluates your practice against each pillar. We don't grade — we map where the work is leaking, then prioritize fixes by effort and impact.
Every pillar maps to a leakage cost. We size each one in dollars, with confidence ranges and ROI projections — not aspirational headlines.
The engagement is fixed-scope and fixed-price. You know exactly what you're getting before we start — and exactly when the report lands in your inbox.
We arrive at 8 AM and stay through the end of morning sessions. We sit with the front desk, listen to inbound calls, watch check-ins, observe checkouts, and ride the morning's eligibility work. We talk to your staff briefly — but the data comes from observation, not interview.
Every pillar gets scored against benchmark independent-practice performance, with the gap surfaced and the leading indicators flagged. Where we can't observe a metric, we say so — and propose how to instrument it.
Executive summary, pillar-by-pillar findings, prioritized recommendations, and a 12-month ROI projection. Roughly 30 pages of substance, not 80 pages of filler. Yours to keep, in PDF and editable formats.
A 90-minute working session with the practice owner and front-office lead. We walk through findings, answer the hard questions, and align on what would move first if you choose to act.
Our reports are structured the way an operator wants to read them: executive summary up front, prioritized actions in the middle, supporting data at the back. Roughly 30 pages of substance — designed to be read once, then kept open on the desk for the year that follows.
The report includes specific recommendations — not "improve patient access" but "answer rates dropped to 38% between 11 AM and 1 PM on Tuesdays and Thursdays; root cause is the lunch handoff to one staff member; here are three fixes ranked by effort."
The output is yours. If our relationship ends with the report, you have a document that will guide a year of operational decisions. That's intentional.
The 15-minute discovery call confirms fit. We schedule the on-site day. You send us your EHR vendor, phone system, and a handful of recent performance reports if you have them — for context, not for grading.
Half-day at your practice. We arrive at 8 AM, leave at lunch. Light footprint — your staff barely notices us after the first 30 minutes. We capture everything we observe in structured notes against the five pillars.
We synthesize the observations into the written report, score the pillars, prioritize the findings, and size the ROI. Roughly 80 hours of work between two of us before the report goes back to you.
The report lands on day 10. We schedule a 90-minute readout call within the same week — usually with the owner and the front-office lead. After that, the next step is yours to decide.
Independent practices deserve intelligent practice operations. Get started with a quick conversation.