Operations Audit
Most practice owners know something in their back office isn't working, but they can't see where. This free audit gives you a quick, honest look at your admin, intake, scheduling, and billing, with no jargon and no obligation.
Our Process
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A short written report (not a sales pitch) with your top 3 to 5 priority fixes
A quick look at billing and revenue cycle health: verification, claim submission, denials, and follow-up
A review of your intake and onboarding process: how new clients get from inquiry to first session
A look at your inbox, scheduling, and communication workflow
Suggestions for tools or automations that could save you time
A clear next step, whether that's something you can do yourself or something I can help with
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Solo therapists, group practices, and behavioral health providers who feel overwhelmed by admin, are losing track of claims or intake, or aren't sure whether to hire help.
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Fill out the short form below (about 5 minutes).
Schedule a call so I can get to know you and your business
You receive a proposal + recommendations within [2 business day].