A structured assessment of your billing, coding, and workflows, designed to show you where things are working, where they’re not, and why.
Most practices aren’t broken; they just don’t have clear visibility into what’s actually driving their results.
You shouldn’t have to guess how your revenue cycle is performing
You’re getting reports. You’re seeing numbers. But it’s still not clear what’s actually happening underneath.
Denials are coming in, but the root cause isn’t obvious. Collections vary month to month without a clear explanation. Work queues build up, get worked, and then come right back.
And when something feels off, it’s hard to tell if the issue is coding, workflow, system setup, or just normal variation.
What we hear most often
- We have the reports, but not the answers.
- Something feels off, but we can’t tell where.
- We know the symptoms, not the cause.
- We want an objective view before we make changes.
We don’t just review claims; we look at how your system actually works
Most assessments focus on outcomes: claims, payments, and denials. That’s part of the picture, but it doesn’t explain why those things are happening.
We take a step back and look at how your revenue cycle actually operates: how work moves through your team, where it slows down or breaks down, how decisions are made, and how those patterns show up in your results.
The goal isn’t just to point out issues. It’s to understand what’s causing them. Because once you understand the cause, you can actually fix it.
What we look at
Every assessment is scoped based on your size and structure, but we typically review four key areas.
Coding Accuracy
- Alignment between documentation and billed services
- Missed, incorrect, or inconsistent coding
- Patterns that may be impacting reimbursement
Denials & AR Performance
- Denial trends and root causes
- Rework patterns and repeat issues
- Aging and follow-up effectiveness
Revenue Performance
- Variability in collections
- Payer behavior and reimbursement patterns
- Areas where revenue may be leaking or inconsistent
Workflow & Process
- How work is distributed and completed
- Queue management and handoffs
- Breakdowns between steps in the process
We don’t just look at each area individually. We look at how they connect.
Two ways to approach an assessment
One option gives you a clear starting point. The other gives you a full view of your revenue cycle, workflows, and underlying processes.
Baseline Review
A focused, structured review designed to give you a clear starting point.
Includes
- High-level review of key revenue cycle metrics
- Sample-based coding and denial analysis
- Identification of trends and inconsistencies
- Summary of findings with prioritized next steps
Best for
- Practices that want an objective view of performance
- Teams that aren’t sure where issues exist
- Groups looking for a starting point before going deeper
Comprehensive Assessment
A full evaluation of your revenue cycle, including performance, workflows, and underlying processes.
Includes
- Expanded coding, denial, and revenue analysis
- Workflow and process evaluation
- Root cause identification across departments and systems
- Detailed findings with clear, actionable recommendations
Best for
- Practices that want a complete understanding of their revenue cycle
- Teams dealing with persistent or unclear issues
- Groups preparing for growth, change, or vendor evaluation
What to expect
No vague reports or generic summaries, just a clear explanation of what’s working, what isn’t, and where to focus next.
Initial discussion
We start with a conversation to understand your structure, systems, and any specific concerns.
Data review & analysis
We review the relevant data, including claims, denials, and workflow patterns, based on the agreed scope.
Findings
We walk through what we’re seeing, not just what’s happening, but why.
Recommendations
You’ll get clear, actionable next steps based on the findings.
A grounded, usable approach
We don’t approach assessments as an outside review.
This is the same work we do every day, working through claims, denials, and workflows in real environments, and figuring out why things are happening the way they are.
We’re not just identifying issues. We’re looking at how they show up in day-to-day operations, how they connect across the revenue cycle, and what it would actually take to fix them.
What clients walk away with
- A real service, not a sales funnel.
- An understanding of both the numbers and the workflow behind them.
- Findings that are practical, not generic.
- A clear way to start without committing to a full engagement immediately.
What an assessment actually looks like
One optometry practice. One targeted assessment. The coding was accurate. The breakdown was entirely on the administrative side. Unworked rejections, unanswered denials, and billing gaps that had been compounding for months.
Get a clearer picture of your revenue cycle
If you’re not sure how things are performing, or you just want an objective view, an assessment is a good place to start. We’ll help you understand what’s working, what isn’t, and where to focus next.