Why this matters
Running a healthcare practice is too complex to rely on instinct alone.
Our checkup helps you make sense of your data — showing what's working, what needs attention, and where to focus next. By spotting issues early and doubling down on wins, you can build momentum that compounds over time.
Key features
Complete practice snapshot
Financial, marketing, and operational data in one overview so you see the full picture.
Vendor impact review
Get an objective view of how your vendors affect your practice—so you can see what's delivering value, what's not, and make smarter decisions about where to invest.
Provider performance review
Know how each provider is performing and whether they're contributing to your bottom line. Get clear visibility into productivity, profitability, and opportunities for improvement.
Monthly summary
A clear, data-driven report that shows what's working and what's not — like having a data analyst on your team.
Risk detection
Spot problems before they become costly — like slowing growth, payment delays, and other issues that can hold your practice back.
Owner‑ready insights
Plain‑english takeaways and charts you can share with your team.
How it works
Connect data
We securely connect to the data sources you use to run your business — financial, marketing, and operational — and only to the systems you’re comfortable sharing.
Current state review
We provide a comprehensive review of your current state — what's working, what's not, and where you can improve.
Regular reporting
Every month, you’ll receive a clear, actionable report that highlights your key metrics, explains what they mean, and outlines next steps — all aligned to the goals you have for your practice. We also include periodic lookbacks across longer timeframes so you can see the progress you’re making and where momentum is building.
Simple, fair pricing
You pay monthly and can cancel anytime.
Full Visibility Package
$250per month
This foundational package helps you understand where your practice stands and track the common performance metrics over time. It does not include custom reporting or analysis. Great for most practices.
- Practice diagnostic evaluating the current state of your practice
- Monthly reporting
- Semiannual and annual lookbacks
Supercharged Package
$650per month
The Supercharged package includes everything in the Full Visibility package, plus custom reporting and analysis. It gives you a deeper layer of support that surfaces stronger financial returns and unlocks richer insights you can act on.
- Everything in the Full Visibility package
- Custom reporting and analysis
- Quarterly lookbacks in addition to the semiannual and annual lookbacks
- Monthly 1x1 calls
Get your monthly performance report
Tell us about your practice and we'll follow up to get you set up.