Services
Four ways we put money back in your practice.
Each one works on top of your current biller, bookkeeper and CPA. No new billing system, no replacing anyone.
Most practices start with a Practice Assessment, then choose the tier that fits where they are today.
01 · Revenue recovery
Collect what you billed.
We sort every denial by cause, compare what payers paid against your contracted rates, and send your biller a ranked fix list each week, with appeal letters drafted for the claims worth fighting.
- Weekly denial tracking by payer and reason
- Underpayment checks against your fee schedules
- Drafted appeal letters for your biller to send
- Insurance and prior-auth checks before visits
02 · Fractional CFO
Run the practice like a business.
A part-time CFO who builds the budget and forecast, explains each month’s results in plain English, and sits with the owner to decide what to change: staffing, vendors, payer mix, providers.
- Budget and 12-month rolling forecast
- 13-week cash forecast
- Adjusted EBITDA and a lever-by-lever bridge
- Monthly review meeting with the owner
03 · Scorecards and dashboards
One page, every month.
We connect your billing system, accounting and payroll into a Power BI scorecard: actual against target and benchmark, with a short note on what changed and why.
- Net collections, denial rate, days in A/R
- Collections per visit and per provider
- Cost per visit, payroll and vendor spend
- Cash runway and profit by provider and payer
04 · AI agents
Agents that do the checking. People who decide.
We build Microsoft Copilot agents on HIPAA-safe tools, under a signed BAA. They prepare the work; a person on your team approves anything sent to a payer or a patient.
Insurance verification
Checks every scheduled visit overnight and gives the front desk a short worklist: inactive coverage, wrong payer, missing prior auth, high deductibles.
Denials and appeals
Sorts denials by cause, drafts appeal letters and sends the fix list to your biller.
Owner copilot
Answers plain-English questions on your own numbers, like “why is March cash down?”
How an engagement works.
Assess
Data pull and owner interviews. We find and size the money that is leaking.
Agree
Review findings and a ranked 12-month roadmap. Choose a tier; the assessment fee is credited.
Connect
Secure data feeds from billing, accounting and payroll. Scorecard live.
Improve
Weekly fix lists, monthly owner review, and the numbers on one page.
Collect what you already earn.
Bring your last twelve months of billing reports. In 30 minutes we will show you where money is leaking and what it takes to get it back.