Practice types
Every practice is buried differently.
A dental office drowns in eligibility checks. A therapy practice drowns in superbills. A studio drowns in no-shows. We start with the one that costs your practice the most.
Primary & family medicine
Where it hurts
High visit volume, thin margins and a front desk that is never not on the phone. Recall lists go stale, denials pile up in the aging report, and prevention outreach never happens.
Start here
Eligibility before the visit · claim follow-up and appeals · overdue patient recall
Dental
Where it hurts
Benefit breakdowns for every plan, treatment plans that stall after the consult, unused annual maximums in December, and hygiene recall that depends on someone remembering.
Start here
Benefit verification · hygiene recall · unscheduled treatment follow-up · end-of-year max reminders
Physical therapy & chiropractic
Where it hurts
Care plans measured in visits, and revenue that leaks every time a patient drops off at visit four. Authorisations run out. Units and modifiers get denied on technicalities.
Start here
Plan-of-care adherence · visit-limit tracking · modifier checks before filing · drop-off outreach
Mental health & therapy
Where it hurts
Solo and small group practices doing their own billing between sessions. Superbills, out-of-network reimbursement questions, sliding-scale tracking, and a waitlist handled by memory.
Start here
Superbills and statements · out-of-network claim follow-up · waitlist and intake triage
Med spa & aesthetics
Where it hurts
Cash-pay, marketing-led and calendar-sensitive. Consults that never convert, packages that go unredeemed, deposits and processor fees that never quite match the books.
Start here
Consult follow-up · package and membership redemption · reviews · daily reconciliation
Functional & integrative medicine
Where it hurts
Long protocols, lab panels, supplements and memberships — most of it out of pocket. Patients need steady contact between visits, and nobody has the hours to give it.
Start here
Protocol check-ins · lab result logistics · membership renewals · patient education
Dermatology
Where it hurts
Two businesses under one roof: medical visits that run on insurance and cosmetic work that runs on cash. Prior authorisations for biologics, pathology results to chase, and surgical follow-ups that have to be booked before the patient leaves.
Start here
Prior authorisation tracking · pathology result logistics · post-procedure follow-up · cosmetic consult conversion
Home health
Where it hurts
Coordination is the job: visit windows, caregiver schedules, documentation that has to be complete before it is billable, and families who need to be kept in the loop.
Start here
Visit confirmation · documentation completeness · authorisation tracking · family updates
Acupuncture & nutrition
Where it hurts
Mostly cash-pay, sold in packages and series, with patients who need a reason to come back for visit six. Superbills go out so clients can claim reimbursement themselves, and someone has to answer when the payer says no.
Start here
Package and series tracking · superbills for client reimbursement · between-visit check-ins · rebooking
Not on the list
If the work is repetitive, it is probably a fit.
Optometry, podiatry, wellness and movement studios, veterinary, speech and occupational therapy, audiology, lactation — the pattern is the same. Tell us your day and we will tell you honestly whether we can help.
Tell us about your practice