Practice Assessment — Let's Find Your Leverage

Practice Assessment: How Can We Help?

Help us identify your practice's biggest opportunities for growth and efficiency.
If you are going to take a meeting, it should be worth your time. The intake form below helps setup a focused conversation, Want to focus on the financials, explore AI, or plan for the future? Let's make sure your topic(s) get addressed.
Preferred Name*
Specialty*
Practice size*

Solo physician2–5 providers6+ providers
Which focus areas are on your mind? Select your top 2-5 priorities. This helps us focus the first conversation.
Getting More Patients*

We are not getting enough new patients, or we lose them before they ever bookOur schedule is unpredictable: no-shows, wasted slots, or the wrong visit mixOur online presence needs work: Google, ChatGPT, socials, reviews, and referral directoriesWe want to add a new revenue channel: cash pay, ancillary, telehealth, or concierge
Getting Paid What We Earn*

Billing performance feels off: high denials, slow AR, or uncertainty about our billing companyWe are likely leaving money on the table through under-coding, fee schedule gaps, or missed payer incentivesWe have never negotiated our payer contracts and shouldWe need more provider capacity to grow revenue without adding physician hours
Controlling Costs and Understanding the Numbers*

Overhead feels high but we cannot pinpoint whereWe have no real financial dashboard or visibility into the numbersStaffing costs or structure feel wrong for our size and revenueWe have no budget and spending is reactive
Running the Practice*

Too much depends on me and the practice struggles without my direct involvementStaff turnover or hiring is a constant problemEHR and daily workflows are inefficient, with provider time going to admin instead of patientsWe want to evaluate AI tools for scribing, communications, or billing but do not know where to start
Which best describes your comfort with AI tools (such as ChatGPT)?*

Not ready to use it much yetCautious / curious how to beginAlready using for non-clinical work and ready for new ideasI'm ready to use it (almost) anywhere in my practice.
Anything Else on the Horizon (optional)

Launching or recently launched a new practiceThinking about selling or transitioning out in next few yearsConsidering an additional locationBringing in a partner or planning a succession
Did this survey do a good job identifying your key focus areas?
Comment below if we missed something or you want additional context before we connect.
Work email*
example@example.com
Best phone number
Please enter a valid phone number.Format: (000) 000-0000.
Should be Empty:

Practice Assessment: How Can We Help?