Start small. Go deeper when the data supports it.
Every engagement begins with a focused diagnostic designed to determine what your practice’s numbers may be revealing.
No System Access Required
Analysis is completed using reports provided by your practice. No EHR or billing-system login is required.
Independent Analysis
Your findings are reviewed independently and translated into clear, actionable insights for practice leadership.
Services Pathway
01 — Start Here
90-Day Revenue Leak Diagnostic Snapshot
$99 One-Time
A focused diagnostic designed to identify potential revenue leakage and determine whether deeper analysis may be warranted.
Includes:
✓ 90-day revenue-cycle report review
✓ A/R aging analysis
✓ Denial pattern observations
✓ Adjustment & write-off observations
✓ Estimated financial opportunity where supported by data
✓ Executive PDF findings
✓ 24-hour turnaround after required documents are received
02 — Go Deeper
Executive Business Performance Review & Roadmap
When your Snapshot identifies areas requiring deeper analysis, the Executive Review provides a comprehensive examination of your practice’s revenue and financial performance, along with a prioritized 90-day roadmap for improvement.
Investment
Solo Practice
1 Provider
$3,500
Small Practice
2–5 Providers
$5,000
Mid-Sized Practice
6–12 Providers
$7,500
Final service tier is determined by practice size and project scope.
Your Review Includes
✓ Comprehensive 90-day performance analysis
✓ A/R and denial-pattern analysis
✓ Adjustment and write-off review
✓ Revenue and financial performance observations
✓ KPI performance assessment
✓ Identification of priority financial opportunities
✓ Customized 90-day strategic roadmap
✓ Operational recommendations and resources, where applicable
✓ Executive findings report
✓ 30-minute findings call
Available after completion of the $99 Revenue Leak Diagnostic Snapshot.
03 — STAY AHEAD
Monthly Financial Performance Monitoring
Financial performance doesn’t stop after the initial review. For practices that complete an Executive Business Performance Review & Roadmap, ongoing monitoring provides continued visibility into revenue trends, A/R performance, denials, adjustments, collections, and other key financial indicators.
Each month, your practice’s updated reports are independently reviewed to identify emerging concerns, measure progress, and provide leadership with clear financial insights before small issues become larger problems.
Monthly Investment
Solo Practice
$1,500/month
Small Practice
$2,000/month
Mid-Sized Practice
$3,500/month
Available exclusively to practices that have completed an Executive Business Performance Review & Roadmap.
Monthly Monitoring Includes
✓ Monthly review of updated financial and revenue-cycle reports
✓ A/R aging and collection trend monitoring
✓ Denial and adjustment trend analysis
✓ KPI performance tracking
✓ Month-over-month performance comparison
✓ Identification of emerging revenue and financial concerns
✓ Priority recommendations for the upcoming month
✓ Monthly executive findings summary
✓ 30-minute leadership review call