Free · No Obligation · Yours to Keep

See exactly what your practice is leaving on the table

We read your books and show you, in dollars, where revenue is leaking and how much is recoverable. The written report is yours to keep — no strings attached.

Report in 7–10 business daysHIPAA-compliant

Start your Free Books Analysis

Tell us about your practice and we’ll get started.

We'll reach out within 7–10 business days with your results.

100% free. No obligation. Results delivered within 7–10 business days.

What it covers

We look at 30–50 metrics across three areas of your practice:

Financial health

Gross and net collections, your collection rate, days in A/R, payer mix and concentration, and revenue per visit — the vital signs of your practice’s finances.

Coding & billing

Your coding mix, add-on code capture, denial rate and top denial categories, claims volume, and how cleanly your claims actually go out the door.

Operations

No-show rate, schedule utilization, new-patient volume, patient retention, and where capacity is sitting unused.

What you get back

A clear, written report within 7–10 business days that quantifies exactly where revenue is leaking and how much is recoverable — benchmarked against published national averages so you can see how your practice stacks up.

It’s plain-English and specific to your numbers. No jargon dump, no generic template.

Reviewed with you, live

You don’t just get a PDF and a sales call. Your report is walked through live by your Healthcare Analyst and your Healthcare Sales Consultant— a working session where you can ask questions, push back, and dig into anything that surprises you.

It’s a working session, not a pitch. If you see value, we talk about next steps. If you don’t, you keep the report and we part as friends.

What we need from you

The more complete your data, the sharper the read. Most of this exports straight from your billing software or EMR:

A monthly collections summary (ideally 12–24 months)
An A/R aging report (30/60/90/90+)
Claims detail and a denial summary
Your fee schedule and payer remittance / ERA
A superbill and code-frequency report
Your appointment schedule and a new-patient report

Short on time? Give us secure, read-onlyaccess and we’ll pull what we need ourselves.

How your data is protected

Before any patient information changes hands, we put a signed HIPAA Business Associate Agreementin place. And remember — our AI runs on-premise, so your data is handled with the same standard you’d hold yourself to.

Yours to keep

This is the part we mean: the report is yours, regardless of what you decide. No strings, no clawback. If all you ever do is use it to fix a few things on your own, we’re glad it helped.

The Founding 50

Our founding cohort is capped at 50 practices so onboarding stays white-glove. Founding clinics receive a perk that won’t scale past this group:

Monthly KPI review with our CEO

For the first two years, our CEO personally reviews your practice’s key performance metrics every month to ensure your practice is receiving the high-level attention it deserves. This is a founding-cohort exclusive — it won’t be available after we reach 50.

What happens after

1

Review your report, live

You review your report with your analyst, live.

2

Choose your path

If it’s a fit, we map your path — Autopilot, Accelerator, or a Fast-Start.

3

No obligation

If it’s not a fit, you keep the analysis and there’s no further obligation.

Free Books Analysis FAQ

Is it really free?+

Yes — free, no obligation, and the report is yours to keep no matter what you decide.

How long does it take?+

The written report comes back within 7–10 business days of receiving your data.

Will this disrupt my practice?+

No. Most of the data exports in a few clicks, or we pull it ourselves with read-only access.

What if I don’t sign up afterward?+

Then you keep a detailed, dollar-quantified analysis of your practice for free. That’s the whole point.