Medical Practice Operations Audit

Find the operational gaps costing your practice revenue, capacity and staff time.

Built for physician owners, practice administrators and operations leaders in independent practices and growing multi-site groups — the people accountable for throughput, staffing cost and collections who need an objective read on where the operation is leaking.

What the audit examines

  • Staffing structure & productivity
  • Provider utilization
  • Scheduling & patient access
  • No-show management & slot recovery
  • Revenue-cycle visibility & aging A/R
  • Referral intake & conversion workflow
  • Patient throughput & cycle time
  • SOP & workflow consistency
  • KPI visibility & leadership reporting

Designed for: Physician owners · Practice administrators · Operations and revenue-cycle leaders · Independent practices · Growing multi-site groups

Free — start here if you're still scoping

5 Operational Leaks That Quietly Cost Medical Practices Revenue

A short executive guide covering the five leaks that show up most often in physician practices — where they hide, what they cost, and the first check to run on each. Written from operational reviews, not theory.

Business contact details only — never include patient information. The guide downloads immediately after you submit the form.

Three ways to run the audit

Assess it yourself, have it assessed for you, or bring in support to implement what the assessment finds. Scope and fee are confirmed in writing before any engagement begins.

Practice Operations Audit Toolkit

$147

Self-guided professional diagnostic for leaders who want to assess their operation independently.

  • Department-by-department assessment worksheets
  • Operational review checklists for access, staffing, revenue cycle and referrals
  • Scorecard for rating and comparing each operational area
  • Prioritization matrix to sequence what to fix first
  • 30/60/90-day action-planning templates
  • Usage guidance drawn from 11+ years of multi-site practice operations
Purchase Toolkit

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Most practices start here

Virtual Practice Operations Assessment

$995

An executive-level remote assessment of how your practice actually runs, delivered as prioritized findings you can act on.

  • Structured intake covering staffing, access, revenue cycle and workflow
  • Review of the operational information and reports you provide
  • Independent analysis of bottlenecks and root-cause themes
  • Prioritized written findings summary with recommended sequencing
  • 60-minute virtual strategy session with your leadership
Start My Assessment

Implementation & Advisory

Starting at $2,500

Customized support for organizations that need help executing, not just identifying, the changes.

  • Workflow redesign and SOP build-out
  • Staffing model, hiring and performance systems
  • Revenue-cycle process and A/R visibility structure
  • KPI framework and leadership reporting cadence
  • Referral and network development
  • Project management for multi-site standardization and operational initiatives
Discuss My Practice

Not sure which level fits?

Describe your practice and the problem you're seeing. If a lower-cost option is the right starting point, that's what gets recommended.

Request a Consultation