We work with medical practices, providing comprehensive consulting and ongoing support across numerous sectors, including patient services and processes, marketing, business management, insurance participation, practice transition and growth, staffing issues, and patient satisfaction, among others.

Patient Services


How pleased are your patients with their entire experience? They are the reason your practice exists, so we can help you examine how care is delivered as the patient journeys through their experience. From the first time they call the office, to the scheduling, the delivery of care, the billing, and the follow up – do your patients benefit not only from your clinical skills but from the systems established to run your office? Recording in writing how you deliver all aspects of patient care is crucial to your patients’ experience, and we can assist you with the design of these systems.

Marketing

“Think analytically, market locally”. We analyze current referral patterns and patient demographics. How can we enhance your marketing efforts to foster connections with professional and patient referrals? Marketing does not mean simply purchasing ads, for example; it is a focused effort to build a practice connecting with the patients whom you want to see walk through your doors. Social Media, traditional ads, and community events each play a role in your marketing plan.

Business Management

How do payments enter your office, how does the money reach your bank, and what do you spend and save? These basic questions are best answered through an examination of your billing and collections cycle, accounts receivable, bank account reconciliations, as well as your participation with insurance plans. It is equally important to look at expenses such as payroll, supplies, computers and marketing, and also savings and re-investment in your practice to obtain a total picture of your financial success and security.

Human Resources and Staffing Issues


Your clinical and administrative staff are the first direct contacts patients have with your practice. How well these important people represent you and your vision is incredibly central to your success. Hiring, training, and maintaining appropriate staff are crucial and we can assist in this area as well. You are the practice leader, but your staff is the team which turns your vision into reality on a daily basis.

Practice Transitions

Are you seeking change, perhaps by adding an office, or taking on an additional associate? Maybe it is an office renovation which faces you, and we can look at the opportunities and challenges of these changes. A strategic plan is an often ignored but essential part of your longer term success, and we can help you develop and use this important tool.