Paid assessment · From $995

Stop guessing which operational problem to fix first.

A paid, structured assessment of how your practice actually runs — followed by a prioritized action plan your leadership team can execute.

What you receive

  • Structured leadership and staff interviews across the areas in scope
  • Review of scheduling, staffing, workflow, revenue-cycle process, and reporting
  • Written findings with observed bottlenecks and root-cause themes
  • A prioritized 30/60/90-day action plan with owners and sequencing
  • A working session to walk leadership through findings and decisions

Pricing starts at $995 and varies with the number of locations, providers, and areas in scope. Scope, timeline, and fee are confirmed in writing before any work begins.

Who it's for

  • Physician-owned practices that know something is off but not where
  • Multi-site groups with inconsistent processes across locations
  • Practices growing faster than their operating systems
  • Leaders who need an outside read before committing to a larger project

How the diagnostic runs

1. Scope

We confirm which locations, providers, and functions are in scope, what leadership already suspects, and what data is available. Fee and timeline are agreed in writing before work starts.

2. Evidence

Structured interviews with leadership and the staff doing the work, plus a review of schedules, workflows, revenue-cycle process, staffing structure and existing reporting.

3. Findings

Observed bottlenecks organized by root-cause theme rather than by complaint, with the operational impact of each made explicit.

4. Action plan

A prioritized 30/60/90-day plan with owners, sequencing, and the decisions leadership needs to make — walked through in a working session.

What happens after the findings

The plan is yours to run internally — many practices do exactly that. When a change is larger than the team's available capacity, implementation continues as a scoped engagement.

Focused operational project

From $2,500

A defined workflow redesign, revenue-cycle process build, hiring system, or multi-site standardization effort with a fixed scope and end date.

Fractional operations advisory

Custom, monthly

Ongoing executive-level support for owners and administrators: prioritization, accountability, performance review, and decision support.

See the full range of consulting engagements

The diagnostic is an operational and administrative assessment. It does not provide legal, HR, coding, billing, or compliance advice, does not involve clinical decision-making, and does not guarantee specific financial or operational results. No patient information is collected.