The Assessment
How it works
The same structure every time, adjusted to your practice.
Step one
The Practice Health Assessment
Seven areas, each scored from the data, the team and the patient experience. You keep the answers.
Vision & strategy
Where the owner wants the practice in three years, and whether the current plan can get it there.
Financial health
Revenue mix, margin by service line and provider, and how quickly the numbers reach the people who need them.
Operations
Scheduling, intake, workflows, vendors and systems. Where work gets stuck or done twice.
Team
Roles, accountability, hiring, training and turnover. Who owns what, in writing.
Marketing & growth
Lead sources, conversion from first call to first visit, and what each new patient costs.
Patient experience
Every touchpoint from the first phone call to the follow-up, measured the way a hotel measures a stay.
Owner leadership
How much of the practice still runs through the owner, and what it would take to change that.
Get your practice scored
Start with a 30-minute intro call.
Step two
The 90-day plan
The assessment sets the order of work. The calendar below is the shape it takes.
See the whole practice
- Practice Health Assessment and scored readout
- Competitive market and pricing analysis
- Weekly leadership meeting and a short KPI set
- Fix the two or three leaks costing the most money now
Install the systems
- Review and assessment of current software and SaaS platforms
- Defining roles and responsibilities
- Creating new income streams
- Written SOPs, patient policies and compliance documents
Make it run without me
- New systems live and staff trained
- Managers own their numbers and run the meetings
- Dashboard the owner reads in ten minutes a week
- A one-year operating roadmap with clear owners
What you keep
Deliverables
- A scored Practice Health readout with a ranked list of fixes
- A written 90-day operating plan, delivered by day 30
- A short KPI dashboard and a weekly leadership meeting format
- Written roles, an org chart and the SOPs that matter most
- A one-year operating roadmap with named owners and dates
Ready to talk?
A 30-minute call is enough to tell whether an assessment makes sense.