01What we analyze
Five areas and what the clinic receives in each
| Area | What we analyze | What the clinic receives |
|---|---|---|
| Finance | Bank statements, card receipts, payroll and expenses | What the clinic really earns, how much it needs to bill to break even and where the money goes |
| Accounting and tax | Taxes paid, tax structure, filings and installment plans | Whether there is room to pay less, what can be recovered and what is pending |
| Corporate and compliance | Articles of incorporation, partners, contracts, permits and patient data | Pending items that lead to fines or friction between partners |
| Commercial | Where patients come from, how many book and how much goes into marketing | What each new patient costs and when they drop off |
| Operations | Processes, scheduling, room occupancy, staff and systems | Process map and a list of what can be automated |
02How it works
Four weeks, from bank statements to action plan
01Documents and access
The clinic receives the list at signing and sends statements, payroll, tax filings and contracts.
WhenWeek 1
02Interviews
Conversations with partners, management and the people who run the front desk, finance and scheduling.
WhenWeek 2
03Analysis
Numbers checked against the source, processes mapped and risks measured.
WhenWeek 3
04Presentation
Meeting with the partners, with the report and the prioritized plan on the table.
WhenWeek 4
The timeline starts when the clinic delivers the documents on the list.
03The report
Eight chapters, every number with its source
Every problem comes with an action, an owner and a deadline. The report closes with a twelve-month plan and a list of what to do in the next thirty days.
- 01Profit and cash
- 02Staff and payroll
- 03Taxes and accounting
- 04Corporate and contracts
- 05Commercial and marketing
- 06Operations and processes
- 0712-month action plan
- 08What to do in the next 30 days
Two pages from a sample clinic’s report, with fictitious data.
04After the diagnostic
The diagnostic defines where the clinic starts
The prioritized plan shows which services come first. Clinics that hire accounting, finance BPO and monitoring on the annual plan get the 360 Diagnostic included, with its value shown in the proposal.
05Next step
Let’s look at your clinic’s numbers
Replies during business hours (Brazil time), on the same number as the phone.
Open chatCalendar
30-minute callTo understand where the clinic stands and what concerns the partners.
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