Missed calls
High-intent callers who never reach the right person or never receive timely follow-up.
Medical practice revenue audit
See where patients slip away and revenue gets lost.
Snapshot reviews the operational gaps that are easy to miss but expensive to ignore. Get a clear estimate of where revenue may be leaking, a scored view of your practice operations, and a prioritized plan showing what to fix first.
No patient records neededNo EHR connectionPlans from $299
Hidden operational losses
The revenue loss rarely appears in one report.
Snapshot looks across the front office, patient flow, referrals, billing friction, and follow-up habits to show how separate problems may be compounding.
No-shows
Unused appointment capacity and inconsistent rescheduling that reduce collected revenue.
Stalled referrals
Referred patients who remain unscheduled because ownership and follow-up are unclear.
Billing friction
Denials, verification delays, prior authorization aging, and unresolved receivables.
Staff bottlenecks
Manual work, scattered queues, and unclear priorities that consume valuable staff time.
A focused process
From scattered numbers to a clear recovery plan.
Snapshot is designed to deliver useful operational direction without a long software implementation.
Share aggregate practice metrics
Provide high-level monthly totals and workflow information. Do not submit patient names, medical details, or protected health information.
We score the operational gaps
We review patient access, referral conversion, front-office workflow, billing friction, and management visibility.
Receive a prioritized action plan
See the estimated areas of exposure, the highest-priority problems, and practical steps your team can take next.
What you receive
A business view of what your practice may be missing.
Snapshot is built for independent medical practices, dental offices, specialty clinics, med spas, and healthcare groups that need operational clarity before committing to a larger software platform.
It is an assessment and planning service, not a clinical system, medical recommendation engine, or HIPAA compliance audit.
Three paid tiers
Choose the depth your practice needs.
Every plan is paid. No patient records or EHR connection are required for the assessment.
Core assessment
Snapshot Essential
$299
One-time engagement
- Focused practice intake
- Five-category Snapshot Score
- Estimated revenue exposure
- Prioritized written report
- 30-minute findings call
- Delivery within five business days
Deeper operational review
Snapshot Growth
$599
One-time engagement
- Everything in Essential
- 60-minute workflow review
- Staff bottleneck assessment
- Custom 30-day recovery plan
- Follow-up scripts and checklists
- Custom KPI tracking worksheet
- Delivery within three business days
Leadership implementation plan
Snapshot Executive
$999
One-time engagement
- Everything in Growth
- Two leadership working sessions
- 60-day recovery roadmap
- Team ownership matrix
- Management findings summary
- 30-day progress review
- Priority two-business-day delivery
Start your Snapshot
Tell us which practice and plan we are reviewing.
Submit your practice details and selected tier. We will confirm scope, send secure payment instructions, and begin after payment is received.
Do not enter patient names, dates of birth, medical information, insurance details, or other protected health information. Snapshot estimates are planning tools based on the information provided. Results and recovered revenue are not guaranteed.
Frequently asked questions
Does Snapshot require patient information?
No. Snapshot is designed around aggregate business and workflow information. Do not submit patient names, medical details, insurance information, or other protected health information.
Does Snapshot guarantee recovered revenue?
No. Revenue exposure figures are estimates based on the information supplied by the practice. The report identifies opportunities and recommended actions, but outcomes depend on implementation, staffing, systems, and other business conditions.
Is Snapshot a HIPAA compliance audit?
No. Snapshot is an operational and revenue-planning service. It is not legal advice, medical advice, billing certification, or a HIPAA compliance assessment.
Can Exclusive Consulting help implement the recommendations?
Yes. Implementation, automation, custom software, workflow design, and ClinicIQ planning can be scoped separately after the Snapshot findings are reviewed.