Already Took Our Free Assessment?
Excellent start! This Diagnostic Assessment builds on those high-level insights with 10x deeper analysis: quantified ROI projections, vendor-specific recommendations, phased implementation roadmaps, and risk mitigation strategies. Your free assessment results inform our starting point.
Board-Level Strategic Assessment
Enterprise-scale methodology adapted for multi-location healthcare organizations managing post-acquisition technology consolidation
Days 1-4: Multi-Location Current State
- • Post-acquisition technology landscape (all EHR/PM systems across multiple locations)
- • Multi-location operational consistency assessment
- • Integration architecture analysis (cross-system dependencies)
- • Technology debt quantification and prioritization
- • Historical performance data analysis (12-month baseline)
Days 5-10: Strategic Transformation Analysis
- • Post-acquisition EHR consolidation strategy (multi-system migration planning)
- • Multi-location technology standardization roadmap (multiple locations)
- • Growth-aligned technology architecture (support 3-year expansion plan)
- • Vendor landscape assessment and shortlist development
- • 30+ agent AI system processes operational data across all locations
Days 11-14: 3-Year Roadmap & Board Presentation
- • 3-year board-level technology roadmap aligned with growth objectives
- • Phased implementation plan with budget estimates and ROI projections
- • Risk mitigation strategies and success metrics
- • Executive summary and board presentation deck
- • C-suite presentation and strategic Q&A session
Post-Delivery Executive Support
- • 30-day executive consultation (up to 4 hours C-suite support)
- • Board presentation refinement and follow-up Q&A
- • Vendor introduction and evaluation support
- • Acquisition technology due diligence framework
Validated by Clinical Operations Professionals
All assessments are reviewed by practicing clinicians—including DPT and professional development expertise—to ensure recommendations work for therapists, not just IT teams. Your solutions will be grounded in actual clinical workflows and patient care priorities, preventing common implementation failures where technology looks good on paper but fails in practice.
Comprehensive Deliverables (50-75 pages)
Executive Summary (3-4 pages)
- • Critical findings and strategic recommendations
- • Priority initiatives with ROI projections
- • Investment requirements and resource framework
- • Implementation timeline and success metrics
Current State Analysis (10-12 pages)
- • Comprehensive workflow documentation
- • Technology stack and integration architecture
- • Performance metrics vs. industry benchmarks
- • Organizational technology maturity assessment
Referral Management (6-8 pages)
- • Referral leakage quantification with revenue impact
- • Communication enhancement strategies
- • Technology solution recommendations
- • Performance monitoring framework
Revenue Cycle Optimization (6-8 pages)
- • Billing efficiency analysis with ROI projections
- • Claims processing optimization
- • Patient financial experience enhancements
- • Technology integration roadmap
Clinical Workflow & Operations (5-7 pages)
- • Patient flow optimization strategies
- • EHR workflow improvements
- • Resource utilization optimization
- • Performance measurement framework
Technology Infrastructure (5-7 pages)
- • Infrastructure modernization priorities
- • HIPAA compliance gap remediation
- • Integration strategy and vendor optimization
- • Technology governance framework
Implementation Roadmap (6-8 pages)
- • 90-Day Quick Wins: Immediate impact initiatives with minimal investment
- • 6-Month Strategic Initiatives: Medium-term improvements requiring moderate investment
- • 12-Month Transformation Projects: Long-term strategic initiatives
- • Resource requirements, risk mitigation, and success metrics
- • Detailed ROI projections and financial analysis
Who It's For
Is This Right for You?
This is right for you if:
- ✓Your practice has 2-10 locations with $5M-$100M revenue
- ✓You need comprehensive 14-day assessment across all operational domains
- ✓Your organization can invest $10,000 for strategic planning
- ✓You want quantified ROI projections and implementation roadmaps
- ✓Leadership team is ready for transformation (not just IT fixes)
This might not be right if:
- !You want to test the waters first → Start with Workshop ($2,995)
- !You already know what to build → Consider Initiative for execution
- !You need ongoing monthly support → Retainer provides continuous guidance
- !You're a single-location practice (Diagnostic optimized for multi-location complexity)
- !You need immediate crisis response (Diagnostic is strategic planning, not emergency IT support)
Not sure which tier is right? Schedule a 15-minute consultation to discuss your situation.
Investment & Credits
Assessment Investment
• 50% down ($5,000)
• 50% upon delivery ($5,000)
• Net 30 payment terms
• 100% credit toward retainer (Months 1-2.5)
Workshop Credit
• If coming from Workshop
• Must sign within 30 days
• Applied to first payment
Net investment: $7,005
100% Retainer Credit
• Full $10K credited to retainer Months 1-2.5
• Works with any tier ($12K or $16K/month)
• Must sign within 30 days of delivery
• Example: $12K tier, Month 1 = $2K, Month 2 = $4K, Month 3 = $12K
Frequently Asked Questions
What makes this different from other technology assessments?
Equal 25% focus across four pillars (app modernization, change management, digital transformation, AI advisory) rather than single-focus assessment. 38-agent AI system processes operational data for comprehensive analysis. Typically identifies $2-4M in optimization opportunities across all four areas.
Do I need Business Associate Agreement for Diagnostic?
Yes. Diagnostic requires comprehensive PHI access for full assessment, so BAA must be executed before engagement start. All data handling follows HIPAA Privacy and Security Rule requirements with encrypted transmission and secure destruction protocols.
What's included in 30-day follow-up support?
Up to 4 hours of email/phone consultation for clarification on findings, recommendations, or implementation guidance. Assistance with internal business case development and funding approval materials. Vendor introductions for recommended technology solutions if applicable.
Can I use both Workshop credit and Retainer credit?
Yes! If you complete Workshop first ($2,995 credit to Assessment), then proceed to Assessment, you still receive full $10,000 Retainer credit (covers Months 1-2.5). Credits stack across stages. Example: Workshop ($2,995) → credited to Assessment → Assessment ($10,000) → 100% credited to Retainer. You pay Workshop once, get Assessment for $7,005, then Retainer starts at Month 3.
What if I need implementation help after Diagnostic?
Three options: (1) Implementation Coordination for vendor-managed projects ($25K-$35K fixed-fee), (2) Retainer for ongoing strategic leadership with vendor coordination ($12K-$16K/month), or (3) Combination of both (Retainer provides strategic oversight while Implementation Coordination delivers vendor-managed execution). Most clients (60-70%) choose Retainer or combined approach.