What we do

A business systems studio
for independent clinics.

We work with founders to find what is limiting the practice, model the change before anyone commits to it, and build the workflows and systems that make it hold.

The questions

The decisions your EHR reports cannot answer.

Ten areas where the answer is already sitting in your patient flow data. In any given clinic two or three of these are doing real damage and the rest are fine. Finding out which is where the work starts.

Click any card.

How the work is structured

Start with an audit. What comes after is up to you.

Three ways to work together. The audit stands on its own, and the other two are independent of each other. Some clinics take one, some take both, and nobody has to decide on day one.

The audit

Ten areas. Two or three real problems.

Founders usually know something is off. Picking the wrong cause is what costs money: a year of marketing spend aimed at what turns out to be a retention problem. The audit says which of the ten above are doing damage at your clinic, what each one costs in dollars, and which to take first.

What your data shows

  • Where patients drop off, and what each drop-off costs
  • What an hour of provider time earns, by service
  • Which patients carry the business and which are drifting
  • How much of last year's change was volume and how much was frequency

What only you can tell me

  • How your services, providers, and rooms map to revenue
  • Where the recording is inconsistent, and why
  • Which numbers you already watch, and which ones you trust
  • What you are worried about, and what you have already tried

You leave with two or three named constraints, each with a dollar figure and a recommended order. Some you will fix yourself the same week. The ones that need a model, a redesigned workflow, or a system that does not exist yet become sprints. The audit also calibrates the clinic, setting the thresholds and definitions that are true here and not down the road, so everything after runs on your own numbers.

Sprints

Model it, then build it.

Some findings are obvious enough to act on the same week. Others involve real money and deserve a model before anyone commits. A sprint takes one of those, fixed price, with a start and an end. Where the model points to a change, the sprint keeps going after the recommendation: the workflow gets redesigned and the system it needs gets built.

Changes we model, then install

  • Pricing
  • Scheduling
  • Service bundling
  • Intake and rebooking
  • The software stack

Done means it is running, and someone at the clinic owns it.

Decisions you only get to make once

  • The next practitioner
  • The second location
  • The lease renewal
  • A new service line
  • Selling, or stepping back

Done means you have decided, with the reasoning on paper for the next time it comes up.

Either way you get the assumptions written down where you can argue with them, three cases instead of one confident number, and the breakeven that says what has to be true.

Decision infrastructure

The part that makes every later decision cheaper.

An ongoing arrangement that gets the plan out of your head and into something the clinic runs on. Six pieces, installed over the first quarter and maintained after that.

  1. A metric dictionary. Your definitions, written down and agreed. What counts as a new patient. When someone is inactive. What is in the revenue number.
  2. A refresh ritual. A named person, a standing slot, a two-minute export, and a check that the data arrived clean.
  3. A standing pack. Weekly for the front desk, monthly for you, quarterly for recalibration.
  4. Trigger rules. Decided once, in advance. When utilization falls below a set point, here is what we look at first. Every rule is one decision you never have to make again.
  5. A decision log. What changed, when, what we expected, what happened. So the same argument does not get had twice.
  6. A question backlog. What is worth looking at next, ranked, so the list is already there when you have room for it.

It also makes sprints faster and cheaper, because the calibration stays current and I already know the clinic. Worth having for that alone. Nothing later depends on starting here.

Worth being clear about

We build it. You run it.

I will redesign a workflow and build the system it runs on. I will not answer your messages, run your campaigns, or manage your team. Those are your calls to make and your people to lead. What I own is that the model was honest, that the thing I built does what it was supposed to, and that the next decision comes with numbers attached and a record of what happened the last time.

Start with the audit.

One export from your booking system. Everything after that is a decision you make later, with better information than you have now.

Request an audit