Complimentary

First Look

A 30-minute conversation about the business side of your practice, and a one-page readout within 3 business days.

Who it’s for

Owners who sense something is off: collections dipped, the office manager gave notice, the debt feels heavier than it should, or you’re weighing a PPO, an associate or a shorter week.

What happens

Choose a time that works around your schedule.

Send your summary reports from the list below. Your office manager can send them, and we’ll walk them through it.

We talk for 30 minutes about your week, your team and where you want the practice to be in a few years.

Your one-page readout within 3 business days: a practice score, an AR snapshot, a hygiene check and the first three fixes, in order.

What we’ll ask you to send

Summary reports only, with no patient data.

Production and collections for the last 12 months, by provider if available
AR aging summary, insurance and patient, with totals by bucket
Hygiene summary: hygiene production and the reappointment or unscheduled count
Your most recent P&L
The PPOs you’re in network with

Questions

Is this a sales call?

It’s a working session, and the readout is yours to act on. If you want our help, we’ll tell you what it involves and what it costs.

I’m not sure my reports are accurate.

That’s common, and worth knowing. We’ll show you where the numbers don’t line up.

Request your First Look

We’ll be in touch within one business day to set a time.