Practice
360°
Planning what comes next.
360°Practice
Review
Every practice has moving parts: people, scheduling, patient access, communication, technology, and administrative processes. How those parts work together shapes the experience of both patients and staff.
Have an existing practice? Start with a free Practice 360° Review.
Let’s talk about what’s working, what’s getting in the way, and where your practice could benefit from support. Our complimentary review helps identify potential priorities and practical next steps—with no obligation.
- An initial discussion of your practice’s operations and goals.
- A high-level review of the concerns you identify.
- A brief summary of potential priorities and suggested next steps.
The review provides an initial perspective. Detailed analysis, document review, and a tailored action plan are available through the paid Practice 360° Assessment. No obligation to purchase additional services.
A deeper look at your operations. A practical plan for improvement.
The Practice 360° Assessment provides a structured, in-depth review of your practice’s management and operations. Building on your priorities, we examine relevant workflows, team responsibilities, administrative processes, and available practice data to understand how the pieces work together.
- A detailed review of the operational areas agreed upon with you.
- Review of relevant documents, workflows, and available performance data.
- Identification of strengths, gaps, and opportunities for improvement.
- A written report with prioritized recommendations.
- A tailored action plan with suggested responsibilities and measures to track progress.
- A discussion of findings and recommended next steps.
The scope, fee, and timeline are agreed upon before work begins. Implementation support can be arranged separately.
A busy practice with limited appointment access
This hypothetical example illustrates the type of analysis a paid Practice 360° Assessment may include, depending on the agreed scope and available information. It does not represent a client result.
Patients report difficulty getting appointments, yet the schedule regularly has unfilled slots. Staff handle booking requests differently, cancellations are not consistently offered to waiting patients, and routine questions frequently require the practice owner’s attention.
Improve scheduling coordination and clarify team responsibilities so the practice can use its existing capacity more effectively.
- Review appointment types, scheduling rules, and available capacity.
- Establish a consistent cancellation and waitlist process.
- Clarify who handles booking requests, patient follow-up, and exceptions.
- Document routine procedures and define which decisions require the owner’s involvement.
- Introduce brief team check-ins to review access issues and outstanding tasks.
Appointment wait times, unfilled slots, cancellation refill rates, patient feedback, and the frequency of routine issues escalated to the owner.
Where does your practice need a clearer way forward?
Tell us about your operational challenges and the decisions you need help making.