Full clinic audit
Nine modules run against your numbers and public Medicare record, plus a live readout and 30 days of follow-up.
What's included
Ranks your top 8–10 revenue expansion opportunities by specialty, staff, and payer mix.
Quantifies revenue lost by referring out procedures you could perform in-house.
Sizes your CCM, RPM, AWV, and TCM billing opportunity based on your patient panel.
Identifies whether your NPs, PAs, and licensed staff are billing at full scope.
Specialty-specific coding checklist with commonly missed codes, modifier traps, and a 30-day fix list.
Benchmarks your payer mix against peers and flags the contracts most worth renegotiating.
Models the payback period and revenue potential for a specific piece of equipment.
Go/no-go assessment for a service line you're considering adding.
Grades your website, SEO, Google profile, and reputation, with a fix list ranked by patient-acquisition impact.
What you'll get
All 9 individual diagnostic reports, bound as one ~72-page dossier with cross-references
Assumes: Every module uses the full methodology described on its page — nothing watered down, nothing duplicated.
Integrated executive summary (3 pages) covering all 9 dimensions with the top 5 priorities
Assumes: Top 5 ranked on $ impact × time-to-cash × execution risk; reconciled so plays don't compete for the same staff hours.
12-month strategic roadmap with quarter-by-quarter sequenced actions + $ targets
Assumes: Q-by-Q targets are cumulative ranges (low / expected); assumes you can free ~5 hrs/week of owner attention for execution.
Live readout with founder Jack Gierlich, followed by 30 days of questions
Assumes: Scheduled after delivery; covers the roadmap, your top questions, and the first-30-days plan. Follow-up is async by email.
Single unified intake (60–75 min, save and resume) — answer once, every report runs on shared inputs
Assumes: Most owners complete the intake across 2–3 sittings; numbers reconcile across all 9 reports automatically.
Full dossier and roadmap delivered before the readout
Assumes: Timing starts once required practice and billing inputs are complete; the eligibility screen happens before purchase.
Sample output
A single nine-module dossier with a prioritized 12-month plan, live readout, and 30 days of follow-up.
Who this is for
- Owners considering a major strategic shift (sale, partnership, expansion)
- Practices that have never had a full strategic review
- Clinics preparing for a board meeting or partner conversation
Not the right fit if
- Owners who only want a single number answered (the free scorecard is a better fit)
- Brand-new practices (<12 months) without baseline data to analyze
How we build it
- 1All nine modules run against a shared intake, the practice's public Medicare record, specialty benchmarks, and state context.
- 2The integrated roadmap reconciles trade-offs (e.g., a coding fix vs. a new service launch competing for the same staff hours).
- 3The live readout covers the roadmap and what to do first; 30 days of follow-up are included.
What we'll ask in intake
- Everything covered by the 10 individual reports — combined into one 60–75 minute intake
- You can save and resume; most owners complete it across 2–3 sittings
No PHI required. Aggregates, percentages, and estimates are enough.
Frequently asked questions
7 questionsDidn't answer your question? Email us — we reply within 4 business hours.
Want this done with you?
Service Selection Sprint — from $3,500
Once the audit identifies the strongest expansion plays, the sprint compares three candidates and produces a go/no-go memo for each.
This is a separate, defined engagement; scope and fee are confirmed before work begins.