Practice Clarity Assessment
A focused assessment that shows where your practice is losing time, money, and energy — and what to fix first.
Before making changes, start with clarity.
Book a Free Fit CallWhy We Start With an Assessment
Every medical practice is different. Jumping straight into solutions often creates wasted effort, unnecessary risk, and frustrated staff.
The Practice Clarity Assessment is designed to understand how your practice actually operates — so any improvements are intentional, safe, and worth your time.
What's Included
- Review of your intake responses
- Behind-the-scenes workflow analysis
- Identification of top operational bottlenecks
- Clear Fix-First Roadmap
- Guidance on safe and appropriate AI use
No PHI is required for this assessment.
How the Assessment Works
1
Free Fit Call
A short call to confirm fit and explain the assessment.
2
Short Intake Form
If it's a fit, you'll complete a brief intake so we can prepare.
3
Assessment Analysis
We review workflows and identify where improvements matter most.
4
Assessment Call
One focused session to review findings and your Fix-First Roadmap.
What You'll Walk Away With
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Clear visibility into where problems actually exist
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Prioritized list of what to fix now vs later
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Reduced guesswork and risk
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A roadmap you can use internally or with us
Pricing & Commitment
$1,500 – $3,000
Pricing depends on practice size and complexity. There is no obligation to move forward with implementation after the assessment.
- One-time engagement
- No long-term contract
- Virtual delivery
Who This Assessment Is Best For
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Small medical practice owners or managers
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Practices feeling stretched by admin or billing issues
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Teams that want clarity before making changes
Start With Clarity
The best first step is a free fit call to see if the Practice Clarity Assessment makes sense for your practice.