THE CASE-FLOW PILOT
Small, defined, and reviewed with you.
We map your existing intake and case-handling process, load your standing audit rules, and go through the findings with you. Pilots are taken one at a time while the founding cohort is small, which is exactly why they get a founder’s full attention.
I
Apply below
Ten questions about how your office runs. No documents, no patient information, nothing sensitive.
II
The review call
A call walking through your current flow: where matters come from and where files stall.
III
Agreements first
The scope and the required agreements are settled before any records are shared. Records never pass through this website.
IV
A controlled workflow
Your standing audit rules loaded, and a founder onboarding your office personally.
V
Reviewed, then decided
We go through the audit findings with you, and you decide whether to continue.
Nothing to prepare
Come as you are. We'll ask the questions.
Nothing to install
The review call is a video link.
No patient information
The form takes business details only. Leave out patient names and medical details.