Readiness Review · Start Here
The Practice Readiness Review
A focused operations diagnostic that shows exactly where time, money, and trust are leaking in your practice, and what to fix first.
The Diagnostic
What The Review Covers
The Readiness Review is an eight-domain operations audit, scored against a fixed rubric. We look at how your behavioral health practice actually runs day to day, not how it is supposed to run on paper. Every domain gets a clear read: what is working, what is leaking, and what it is costing you. The eight domains group into four areas of the operation.
Intake & Scheduling
How new patients reach you, get booked, and get reminded. We trace the path from first contact to first appointment and find where it stalls or drops.
Billing & A/R
How claims go out, how money comes in, and where it gets stuck. We review your A/R aging, denial patterns, and the workflow your claims actually run on.
Credentialing & Enrollment
Where your providers stand with each payer and how renewals are tracked. We surface the gaps that quietly block revenue and delay new hires.
Documentation & Compliance
How notes, SOPs, and records hold up under scrutiny. We check the documentation your operation depends on and the compliance posture around it.
Under those four areas sit the full set of domains we score. Each one is reviewed against the same rubric so the findings are concrete and comparable, not impressions.
- Intake: how new patients are captured, booked, and converted.
- Credentialing: payer enrollment status, renewals, and the gaps that block revenue.
- Documentation: notes, records, and SOPs, and whether they hold up.
- Billing and A/R: claim flow, denials, aging, and what is stuck.
- Retention: how patients stay, why they leave, and where follow-up breaks.
- Team operations: who owns what, where work falls through, and how the team coordinates.
- Data: what you can actually see about the practice, and what you cannot.
- Compliance: the operational posture around documentation, access, and records.
The Deliverable
What You Walk Away With
You do not get a verbal debrief and a handshake. You get a written report you can act on, share with your team, and hold us to. It quantifies what we found, tells you the order to fix it in, and shows you what a build would look like if you want one.
- A written report with quantified findings across all eight domains, scored against the rubric so you can see exactly where the practice stands.
- A prioritized 30/60/90 plan that puts the fixes with the biggest payback first, with the smaller cleanups sequenced behind them.
- A recommended build scope, presented as owner-ready visuals, showing the workflows and systems worth building and roughly what each one solves.
- A clear recommendation on what to do next, whether that is a Sprint with us or a plan you run on your own.
The recommended build scope is a recommendation, not an obligation. The report is yours to keep and run with either way.
The Process
How It Works
The Review runs about two weeks and asks for a light lift from your team. We do the digging; you give us access and a couple of conversations. At the end you get a clear recommendation, not a sales pitch dressed up as a finding.
You Grant Access
We get read access to the systems that show how the practice runs, your EHR, billing reports, and scheduling. We are EHR-agnostic and work inside the tools you already own.
We Run The Audit
Over about two weeks we score all eight domains against the rubric. The lift on your side is a couple of short conversations to confirm how things actually work.
You Get A Recommendation
We deliver the written report and walk you through it: the findings, the 30/60/90 plan, and a clear, honest recommendation on what to fix first and whether to build.
Fees are flat and quoted on your discovery call.
Book A Review
One focused diagnostic, a written plan, and a clear read on where to start.
FAQ
Frequently Asked Questions
How Long Does The Readiness Review Take?
About two weeks from the time we have access. Most of that is our work; your team spends a short amount of time granting access and joining a couple of conversations to confirm how things run.
What Does It Cost?
Fees are flat and quoted on your discovery call. There is no hourly billing and no surprise scope, so you know the number before you commit.
Do I Have To Do A Sprint Afterward?
No. The report and the 30/60/90 plan are yours to keep. Many practices run the plan with their own team. A Sprint is an option if you want us to build the systems for you, not a requirement.
What Do You Need From My Team?
Read access to your EHR, billing reports, and scheduling, plus a couple of short conversations to confirm how the practice actually operates. We are EHR-agnostic and work inside the tools you already own.