An account manager who knows your practice
The same person, project managing renewals, vendors and anything new you take on.
A clear path for your practice.
Whether you're opening a practice or already running one, it starts the same way: a free call, then a Practice Needs Assessment. You get a plan built for your practice, and you choose how much help you want with it.
How it starts.
-
A free discovery call
Thirty minutes on where your practice is and where you want it to go.
-
Your Practice Needs Assessment
One guided checklist, at your own pace.
-
Your plan
A roadmap if you're opening, or a scorecard if you're already open.
Opening a practice: the road to your first patient.
Your roadmap follows these steps in this order, so the right things happen first. With ongoing support, we take them with you.
-
Your assessment
Where you stand todayYou tell us about your plans and what you already have in place. Our team reviews it, so your roadmap starts from your real situation, not a template.
It asks about your practice, never about patients.
-
Your plan
What to do, and in what orderYour roadmap sets the order of everything below, built around your market and the way you want to practice.
- Your roadmap
- Market analysis with a map
- A brand direction
Bring your vacations and blackout dates, so the plan fits around them.
-
Business foundation
Set up right from day oneLLC, bank, bookkeeping, business license, location, your license, DEA and controlled-substance authority.
- Policy and form template library
- What to line up first, and in what order
- Office checklist, if you'll see clients in person
Your roadmap flags when you need an accountant, a healthcare attorney or a bank. You run the templates by your own attorney.
-
Brand and website
Easy for patients to findYour logo, colors, domain, website, Google Business Profile, SEO and Psychology Today profile.
With ongoing support, we build, host and maintain your website.
-
Credentialing
In network with the right payersYour NPI and taxonomy checked, and a plan for which payers to apply to first. We connect you with vetted credentialing options to handle the applications.
Payers set their own pace, so we never promise dates. Self-pay can start sooner.
-
Software and practice ops
Systems that run smoothlyEHR, phones and answering, a biller, and a PEO if you're hiring. Your roadmap says what to set up and when. With ongoing support, we help you compare options and collect a BAA from every vendor.
You don't need an EHR to credential, and there's no point paying for HR before the basics are set.
-
Compliance check
Open with confidenceMalpractice, business license, fire inspection, workers comp if you have staff, HIPAA training, PMP registration, policies and consents, and a BAA with every vendor that touches patient data.
No patients before every item is checked.
-
First patient
Once every compliance item is checkedInsurance start dates depend on the payers. Self-pay can start sooner. Your plan moves at your pace.
Already open: it starts with an honest look.
For practices that are stuck, losing revenue, growing too fast, or getting organized for legacy planning. Your assessment looks at everything already in place, so the plan fixes what matters most first.
A free discovery call
Thirty minutes. Tell us where the practice is stuck.
Your Practice Needs Assessment
One guided checklist covering billing, credentialing, compliance and the rest. Upload what you have, and mark what you don't know.
Your scorecard
One page showing what's solid and what needs attention, with clear next steps.
A plan to close the gaps
Follow it on your own, or have us with you. If you want support, we quote it from your assessment.
Your scorecardSample
Tap or click a row to see its next step
- Next step: Renewal dates go on your calendar.Licenses and registrationsSolid
- Next step: Re-attest CAQH and finish the pending payers.Credentialing and CAQHWeak
- Next step: Set up a monthly claims and denials review.Billing oversightMissing
- Next step: Review them once a year.Policies and consentsSolid
- Next step: Get signed BAAs from the vendors missing one.Vendor contracts and BAAsWeak
- Next step: Keep hours and services current.Website and Google profileSolid
- Next step: Compare what payers pay against your contracts.Contracted rates checkedMissing
- Next step: Put every license and contract renewal in one calendar.Renewal trackingWeak
See it in Daniel's story.
What the assessment looks like for a practice that's already open. Daniel's story is built from situations we see with real providers.
Start with a free call
His scorecard
One page, eight areas- Business foundation
- Credentialing
- Billing oversight
- Compliance and BAAs
- Software
- Website and profiles
- Contracts and renewals
- Seeing your numbers
SolidWeakMissing
Daniel's story is based on situations we see with real providers.
Transcript: This is Daniel. He left a health system to open his own practice, and he's been open a few months. He's already let go of one billing company. He's switched EHRs, and then switched back. Payments trickle in, and if you ask what he made last month, he honestly can't tell you. Some nights he wonders if he should just go back to working for someone else. It starts with a Practice Needs Assessment. He fills in one guided checklist and gets a scorecard: what's solid, what's weak and what's missing. Then a clear plan to close the gaps, and an account manager who keeps it all in view. He didn't open a practice to become a biller. He opened it for time with his family. Now he can get back to that. For practices already open, book a free 30-minute call.
If you want us with you.
Ongoing support is quoted from your assessment and billed quarterly. There's no set call schedule. You reach out when you need something.
A quarterly insights report
An independent read on your practice, instead of your biller grading its own work.
Contract and renewal tracking
Licenses, CAQH and recredentialing dates, watched so they don't lapse.
Website and profile upkeep
Hosting and maintenance, plus we can manage your Google Business Profile, Psychology Today profile and reviews.
You rate us every quarter
A short survey on your account manager, and if it isn't working, we make it right.
You keep everything
If you stop, your files, website and records are handed over.
Questions about how it works.
What does the assessment cost?
It's a one-time fee with no commitment to anything after it. The price is on our Packages page.
What if I fall behind on my plan?
Your plan moves at your pace. Dates shift with it.
Can I see clients while I wait for insurance?
Yes, as self-pay, once every compliance item is checked.
Do I need an EHR before credentialing?
No. Software comes later in your roadmap, on purpose.
Who will I talk to?
Our team reviews your assessment. With ongoing support, your account manager is your main contact.
How long until I see my first patient?
It depends on how quickly each step gets done. Your roadmap puts them in a realistic order, and your date firms up as you go. Insurance start dates depend on the payers. Self-pay can start sooner.
Start with a free 30-minute call.
We'll talk through where your practice is and whether the assessment is the right next step.
