A focused two-week engagement that maps your admin and operations flow to the specific AI builds worth making, flags the ones to avoid, and hands you a decision-ready plan. Deliberately non-clinical. No hype. No guesswork.
If you've taken our self-assessment, you already have a readiness band and a general sense of direction. That's the map at 30,000 feet.
The audit is where it gets specific — to your practice model, your EHR / practice-management stack, your PHI handling, and your compliance obligations. Two practices of the same size can and should make very different AI choices, and PHI-touching AI without a compliance sign-off isn't safe. This is the diagnosis before the treatment.
It's a paid, independent diagnostic. You're buying clarity, not a pitch. Over two weeks we examine your business against a clear framework and hand you a prioritized, costed plan for what's actually worth doing.
a rigorous, methodical look at where AI genuinely fits your business, scored against a consistent framework, delivered as a ranked and costed roadmap.
a disguised sales call, a generic "AI is the future" deck, or a nudge to buy tools you don't need. If the honest finding is that you should fix your foundations before spending anything on AI, that's what we'll tell you — and we'll show you how.
We examine every part of your admin and operations where AI could help — and where it shouldn't. Seven areas, each looked at in detail. Nothing here touches clinical work.
Where hours accumulate at the front desk.
Where revenue-cycle leakage lives.
The paperwork drag on every day.
The first-class gate on every AI-touching build.
Where the biggest admin AI opportunity that touches PHI lives.
What partners and practice managers actually see.
The plumbing that determines whether any of the above is even feasible.
Whatever the operational area, the same five questions decide whether AI works or fails. These are the questions most firms skip — and the ones we examine rigorously.
Where the information a build would need actually lives, how it's structured, and whether it can be connected — or whether it's scattered across systems and people's heads.
Whether the tools involved genuinely talk to each other today, or a human bridges every gap by copy-paste. The plumbing matters more than the intelligence.
The workflow as it *really* happens — exceptions and all — not the tidy version. You can't automate what you can't articulate.
Once a build exists, who owns it, notices when it drifts, and fixes it when it breaks. A tool with no owner quietly rots.
What happens if it gets something wrong, and how much human oversight that demands. Knowing exactly where a human must stay in the loop is what separates safe adoption from an expensive mistake.
A bounded engagement designed to demand as little of your team's time as possible.
A kickoff, focused interviews with a few key people, a review of your core systems and how your data is organized, and mapping of the workflows that matter most. The load is mostly on us; we need a few hours of the right people, not a standing commitment.
We score your readiness, identify and prioritize the opportunities that fit, model the effort and impact of each, and build your roadmap. We close with a findings session — a working conversation, not a document dump — where you can push back and leave with a clear decision.
Four tangible, productized deliverables — yours to keep and act on, with us or without us.
Your business scored across data, systems, process, people, and risk — so you can see exactly where you're ready and where you're not.
A prioritized shortlist of the AI builds that fit you, each mapped to effort, impact, and the part of your operation it improves — so "what should we do first?" has a clear answer.
A plain summary of your data-security and regulatory posture as it relates to AI, including the policies to put in place before you start.
A single, costed recommendation for where to begin, with the reasoning behind it — the difference between a plan and a nice idea.
This audit is built for healthcare practices, MSOs, and admin teams — typically solo through around fifty people on the admin side — across dental, primary care, mental health, and specialty practices, whose partners want a straight answer about AI rather than a science project. Deliberately non-clinical scope.
It's probably not for you if It's probably not for you if you're looking for clinical AI (diagnosis, imaging, decision support — separate specialty), a free opinion, or someone to rubber-stamp a tool you've already bought without a compliance review.
Starting at $3,000
for the full two-week audit and all four deliverables. Exact scope is confirmed with you up front, so there are no surprises.
If you decide to move forward with a build, the full audit fee is credited toward your implementation — so if you build with us, the diagnosis effectively pays for itself.
Two weeks from now, you could know exactly where your practice stands with AI on the admin side, what's worth building, and what to do first — with PHI handling as a first-class gate, not an afterthought.