Services for independent clinics

Practical solutions tailored to the realities of small medical practices. We focus on what moves the needle for clinics like yours.

EMR Implementation & Optimization

Make your EMR work for you, not against you

Whether you're moving from paper to digital or optimizing an existing system, we configure your EMR to match how you actually work. No more fighting the software.

4-8 weeks depending on complexity

Who it's for

  • Clinics transitioning from paper records
  • Practices unhappy with current EMR setup
  • Teams struggling with documentation workflows

What you get

  • Full EMR implementation or migration support
  • Custom templates matched to your specialty
  • Workflow configuration and optimization
  • Data migration assistance
  • Integration with existing tools

Success looks like

Your team completes documentation faster, finds information easily, and stops fighting the system.

Workflow & Schedule Optimization

Predictable days, protected patient time

We restructure your scheduling templates and daily workflows to reduce chaos, minimize gaps, and ensure providers aren't staying late to finish charts.

2-4 weeks

Who it's for

  • Clinics with unpredictable daily schedules
  • Practices dealing with high no-show rates
  • Teams working overtime on documentation

What you get

  • Schedule template restructuring
  • Appointment type optimization
  • Buffer and catch-up time planning
  • No-show reduction strategies
  • End-of-day workflow design

Success looks like

Providers leave on time, daily schedules are predictable, and patient wait times decrease.

AI Documentation & Automation

Local AI tools that respect your data

We activate offline AI tools for charting, coding suggestions, and documentation assistance. Everything runs locally in your clinic—no patient data leaves your premises for AI processing.

2-3 weeks for initial deployment

Who it's for

  • Clinics drowning in documentation burden
  • Practices interested in AI but concerned about data privacy
  • Teams wanting to capture better clinical notes

What you get

  • Local AI assistant deployment
  • Voice-to-SOAP transcription setup
  • Coding assistance tools
  • Documentation templates with AI fill
  • Staff training on effective AI use

Success looks like

Documentation time drops significantly while note quality improves. Data stays secure and local.

Staff Training & Development

Practical skills that stick

Hands-on training sessions designed for busy clinical staff. We focus on utilization, billing accuracy, scheduling efficiency, and EMR proficiency—with follow-up support.

2-4 weeks of sessions, ongoing support

Who it's for

  • New staff needing EMR onboarding
  • Teams with inconsistent processes
  • Clinics rolling out new workflows

What you get

  • Role-specific training sessions
  • Written procedures and quick-reference guides
  • Practice scenarios and hands-on exercises
  • Follow-up Q&A sessions
  • Refresher training as needed

Success looks like

Staff feel confident in their workflows, processes are consistent, and new hires ramp up faster.

Billing & Revenue Cycle Optimization

Capture the revenue you've earned

We analyze your billing workflows, identify claim denial patterns, and implement improvements to tighten AR and reduce revenue leakage.

4-6 weeks for initial analysis and improvements

Who it's for

  • Clinics with high claim denial rates
  • Practices with aging AR issues
  • Teams lacking visibility into billing metrics

What you get

  • Denial pattern analysis
  • Charge capture review
  • AR cleanup assistance
  • Payer contract review
  • Billing workflow improvements

Success looks like

Denial rates drop, AR days decrease, and monthly collections become more predictable.

KPI Dashboards & Analytics

See what matters, act on what counts

We build dashboards that show you the metrics that actually matter: collections, denials, patient volume, provider productivity. No more guessing.

2-3 weeks for dashboard setup

Who it's for

  • Clinics making decisions without data
  • Practice owners wanting better visibility
  • Teams tracking metrics in spreadsheets

What you get

  • Custom KPI dashboard setup
  • Automated reporting
  • Trend analysis and alerts
  • Monthly review sessions
  • Goal tracking and benchmarking

Success looks like

You make data-informed decisions, catch problems early, and track progress toward goals.

Data Quality & Interoperability

Clean data, connected systems

We help ensure your systems talk to each other and your data is clean, complete, and usable for reporting and care coordination.

Varies by scope, typically 4-8 weeks

Who it's for

  • Clinics with multiple disconnected systems
  • Practices struggling with data quality
  • Teams preparing for reporting requirements

What you get

  • Data quality assessment
  • System integration planning
  • Interface configuration
  • Data cleanup assistance
  • Documentation standards

Success looks like

Systems share data reliably, reports are accurate, and staff spend less time on manual data entry.

Operational Compliance Support

Stay on the right side of requirements

We help establish operational practices aligned with HIPAA and other healthcare requirements—access controls, audit logs, training documentation, and policy frameworks.

2-4 weeks for initial setup

Who it's for

  • Clinics needing to formalize compliance practices
  • Practices preparing for audits
  • Teams implementing new systems

What you get

  • Access control configuration
  • Audit log setup and monitoring
  • Policy template development
  • Staff compliance training
  • Risk assessment support

Success looks like

Clear policies are in place, staff understand their responsibilities, and you can demonstrate compliance practices.

Digital Marketing & Patient Acquisition

Grow smarter, not just bigger

Targeted digital marketing strategies to increase your patient base while decreasing Customer Acquisition Cost (CAC). We help you attract the right patients through the right channels.

4-8 weeks for initial strategy and implementation

Who it's for

  • Clinics looking to grow their patient base
  • Practices spending too much on ineffective marketing
  • Teams without a clear digital presence strategy

What you get

  • Patient acquisition strategy development
  • Digital marketing campaign setup
  • Website and online presence optimization
  • Review and reputation management
  • ROI tracking and CAC analysis

Success looks like

Steady flow of new patients, lower cost per acquisition, and a strong online presence that builds trust before patients walk in.

Not sure where to start?

We'll assess your practice and recommend the interventions that will have the biggest impact for your situation.