What It Is
A rapid baseline assessment that identifies constraints and delivers a practical 90-day plan your practice can actually execute. We move fast, focus on what matters, and leave you with a clear roadmap and the confidence to move forward.
Deliverables
Current-state mapping for access, intake, revenue cycle, and staffing
Baseline KPI scorecard and trend review
Top constraints and root causes
90-day plan with owners and weekly milestones
Executive readout designed for partner alignment
Week-by-Week
Week 1
Intake & Baseline
- Intake
- Baseline metrics
- Workflow reality check
Week 2
Analysis & Quick Wins
- Constraints
- Root causes
- Early quick wins
Week 3
Plan & Handoff
- Finalize the 90-day plan
- Executive readout
- Handoff to execution cadence
Best For
Access constraints and unstable schedules
Cash flow drift and older A/R
Denials or authorization backlogs
Team burnout and inconsistent execution
Leadership misalignment on priorities
What You Need from the Practice
A small set of standard reports (scheduling, A/R aging, denials, auth volumes)
One point of contact for coordination
Willingness to pick a small set of weekly KPIs