Services
Let's figure outwhat's happening —and what to do about it.
Four services for independent practices, DSOs and dental groups. Start wherever makes sense — you don't have to know which one you need before you contact us.
01 · Advise
Advisory & Strategic Consulting
A senior second opinion on how revenue is designed to flow — before you hire, restructure, outsource or expand.
Ongoing or project-based guidance for owners and leadership teams. We look at the decisions shaping your revenue — staffing, roles, outsourcing, growth, technology — and ask the questions that usually get skipped.
Request a QuoteWhat it includes
- Revenue cycle structure and role design
- Outsourcing and billing partner decisions
- Growth and new-location readiness
- Leadership sounding board for revenue decisions
02 · Research
Research Projects
Have a question that needs more than a quick Google search? I find it, sort it out, and make it useful.
Research for practices and professionals who need a decision-ready answer: funding opportunities, programs, resources, vendors and other agreed topics — researched, compared, verified and organized.
Request a QuoteWhat it includes
- Find it — funding, programs, vendors, hard-to-find information
- Sort it out — research, compare and verify what matters
- Make it useful — clear findings you can act on
Two separate engagements
You don't need another report sitting in a folder.
The assessment diagnoses. Implementation fixes. They're scoped separately, so implementation covers only what the findings call for.
03 · Diagnose
Revenue Protection Assessment
We examine workflows, documentation, insurance processes and oversight to find where earned revenue is being put at risk.
The assessment looks across your practice's revenue processes to identify where the breakdown starts — not where it shows up. You'll understand what's contributing to the problems, where revenue is at risk, and what needs attention first.
Request a QuoteWhat it includes
- Workflow and hand-off review, front desk to posting
- Documentation and coding patterns
- Insurance, eligibility and fee schedule processes
- Oversight, ownership and visibility gaps
- Prioritized findings: what to address first
04 · Implement
Controls Implementation
Knowing what needs to change is the beginning. We help you put the changes into practice.
A separate engagement that follows the assessment. We turn its priorities into working systems: clearer workflows, defined responsibilities, and controls your team can actually use. This isn't a generic package — what we work on depends on what the assessment uncovers.
Request a QuoteWhat it includes
- Clarified workflows and hand-offs
- Defined ownership — who owns what
- Upstream controls and check-points
- Owner visibility without waiting for the aging report
- Team adoption support
Not sure which one you need?
Tell us what's happening, what you're trying to solve, or what you need help figuring out. We'll start there.