Consulting Services

• Reporting Packages

  Whether you are looking for preventive screenings or more targeted diagnostic testing, we will work with you to develop a robust reporting package to monitor and analyze the financial health of your practice.

  • Assess the reporting capabilities of your current PM/EHR system
  • Identify which reports will be most meaningful to your practice and establish an appropriate reporting cadence
  • Ensure owners and practice leaders understand their reports, empowering them to make informed business decisions

  If your system does not provide the level of reporting you are looking for, ask us about custom reporting options today!

• Operational Assessments

  Having worked with a wide range of practices, our consultants have seen first-hand how robust administrative procedures contribute to patient satisfaction, employee engagement, and financial success -- and how the lack of strong processes can quickly spell doom. We will shadow your team and hold staff interviews, assess your current operational workflows, and present our findings with recommendations.

  Whether you are looking for a full practice overview or a targeted review of a specific area, we can help you identify trouble spots and make a plan to improve. Common areas of interest include:

  • Front Desk (Registration, Scheduling, Check-In, Check-Out)
  • Patient Engagement (Phone Calls, Portal Communication, Email)
  • Billing/Revenue Cycle (Charge Entry, Charge Review, Payment Posting, Denials, A/R)

• Billing Training

  Do your administrative or clinical staff want to brush up on their billing knowledge and better understand their role in the revenue cycle? We can provide training to educate your team on billing topics such as:

  • Introduction to Revenue Cycle Management
  • How CPT and ICD-10 codes Are Used for Billing (It Might Not Be What You Think!)
  • Common Billing Hazards
  • Lifecycle of an Insurance Claim

  Our instructors have a wealth of experience billing for a wide range of specialties, and we can tailor training classes to your specific needs. Sessions are available in-person, remote, lecture-style, or one-on-one.

• System Review & Training

  Have you ever wondered if your Practice Management system is set up to work optimally for you? If you're not confident in your system setup, we can review your system settings, interview staff, and shadow your administrative and billing team to identify opportunities for improvement. We will present our findings and offer recommendations with supporting logic. Optionally, we can also provide training and operational assistance for your staff to implement workflow updates and ensure you are using your existing tools to their highest capability.

• Projects

  Do you have a project that you've been meaning to get to, but you just don't have the time? Find out how our consultants can help! Whether you already know exactly what steps need to be done or you just have a vague idea, we can work together to define a custom project deliverable.