Most clinics collect revenue—but not all of it. Gaps in patient acquisition, pipeline management, and billing silently reduce what you actually take home.
This 2-minute diagnosis shows where it’s happening and what it’s costing you.
Rate your agreement from 1 (Strongly Disagree / High Risk) to 5 (Strongly Agree / Optimized).
1. I track exactly which ad campaign generated the highest LTV last month.
2. We track Cost Per Acquisition (CPA) separately for every marketing channel.
3. I know the exact conversion rate from 'Website Visitor' to 'Booked Appointment'.
4. We can attribute booked appointments to the specific campaign or ad creative.
5. We track ROI by channel using actual collected revenue, not just leads.
6. Our CRM automatically flags leads stuck in 'Contacted' for more than 48 hours.
7. I can instantly see how many calls we missed yesterday and how many were called back.
8. We track the specific reason for every lost lead in a structured format.
9. Every lead has a documented next action and assigned owner.
10. No-shows and cancellations trigger an automated reactivation workflow.
11. I have a single dashboard showing real-time provider utilization rates.
12. We receive automated alerts when key metrics fall below target.
13. End-of-month reporting is fully automated with no manual data handling.
14. We track capacity constraints weekly and can anticipate bottlenecks.
15. We routinely review throughput metrics (time-to-appointment, rebooking).
16. Denial Management: We systematically track and recover claim denials.
17. Underpayment Detection: We constantly review and identify underpayments.
18. Missed Revenue: We actively track revenue lost from unbooked treatment plans.
19. Visibility: I have full, real-time clarity on expected vs. collected revenue.
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Overall Health Score: %
Primary Bottleneck:
Clinics with similar profiles typically uncover 10–20% recoverable revenue when these blindspots are fixed.
Next Step: In a 30-minute review, we’ll pinpoint exactly where revenue is being lost.
Build My Recovery Plan