Six areas of your practice, one partner who builds across all of them.
Most practices start with the area that costs them the most today, then add the next. Every item is estimated on your roadmap before work begins, and every result is measured.
Revenue integrity
Built by someone who has written the denial and the appeal.
- Denial tracking by payer, reason, and provider
- Root-cause reviews with fixes at the source
- Appeal letter drafting with the clinical criteria payers use
- Clean-claim checks before submission
- A/R follow-up queues sorted by value and age
- Fee schedule and payer contract analysis
A denial tracker with a payer scorecard, live in your first month.
Compliance and audit
Run the way a health plan auditor would run it.
- HIPAA security risk assessment and written policy set
- Chart, coding, and documentation audits with education
- OIG and state exclusion screening on a schedule
- Business Associate Agreement inventory
- Audit-ready evidence binders, kept current
- Incident and request logs your team can maintain
A HIPAA risk assessment with a prioritized fix list.
Quality and programs
New programs that can add revenue.
- MIPS measure tracking and gap closure
- Chronic Care Management program design and launch
- Remote Patient Monitoring and Transitional Care workflows
- Annual Wellness Visit scheduling and templates
- Care gap outreach lists that update themselves
- Documentation that supports every billed program
A Chronic Care Management launch plan: eligible patients, workflow, documentation, and billing.
Operations
Your team stops retyping and starts finishing.
- Online intake with e-signature
- Referral and prior authorization workflows with trackers
- Fax, phone, and messages routed to the right person
- Recalls, reminders, and no-show recovery
- Written procedures with short training videos
- Front desk and back office checklists
An online intake and e-signature flow that replaces the clipboard.
Integration and AI
Your systems finally talk to each other.
- EHR connections through FHIR and vendor APIs
- Clearinghouse, e-fax, lab, portal, and payment links
- AI that reads faxes and records, summarizes, and drafts
- A staff assistant trained on your own policies
- Automations that move data between the tools you already pay for
- Security reviews before anything touches patient data
Incoming faxes read, matched to the patient, and filed toward the chart.
Reporting and decisions
The numbers arrive before you ask.
- One dashboard for revenue, quality, and operations
- Monthly performance review with next actions
- Provider-level productivity and panel views
- Board, partner, and lender-ready summaries
- Alerts when a number moves the wrong way
A one-page practice dashboard, refreshed automatically.
Independent practices and medical groups, one to twenty-five providers.
Primary care, internal and family medicine, cardiology, orthopedics, podiatry, pain management, behavioral health, urgent care, and multi-specialty groups.
Your EHR stays. We connect to it.
We have built connections for NextGen, ModMed, Tebra, and DrChrono, and we work with any EHR that offers an API or FHIR access, along with clearinghouses, fax, labs, portals, and payment tools.
Get your free Practice Roadmap.
Tell us the part of your practice you most want to work better. Your written, prioritized roadmap arrives within 5 business days of your answers to our follow-up questions.