Our Packages

Workflow clarity, operational efficiency, and automation — tailored to how your clinic operates today.

Find Out Which Package Is Right For You
This image shows a dark blue background with the title "Operational Foundations" in large gold text at the top and a geometric design of three interlocking gold bricks below.

For clinics experiencing workflow chaos and daily friction.

When daily tasks feel unpredictable, your clinic needs a strong operational foundation before anything else.

    • Fix intake workflows (forms → inbox → team routing)

    • Rebuild disorganized inbox structures

    • Standardize client communication templates

    • Create or repair basic SOPs (refills, records, callbacks, intake)

    • Establish clear task ownership + triage rules

    • Create predictable daily workflows

    • Staff alignment + walkthrough of the new systems

  • A stable, predictable operational foundation that reduces chaos and sets your clinic up for future optimization and automation.

Cover image with dark blue background, large yellow text reading 'Workflow Optimization', and a yellow gear icon below the text.

For clinics with a foundation in place that want smoother, faster operations.

Once your clinic is stable, it’s time to optimize. We redesign workflows, reduce delays, improve communication, and increase daily efficiency.

    • Workflow redesign (intake, triage, refills, records, callbacks)

    • SOP modernization + standardization

    • Clear role definitions and handoff improvements

    • Communication templates + routing rules

  • More efficient workflows, fewer bottlenecks, improved consistency, happier team.

Cover of a book or report titled 'Audit & Efficiency Blueprint' with an icon of a clipboard with checkmarks and a magnifying glass.

Our starting point for any engagement.

This package provides full diagnostic clarity. We evaluate your operational systems and give you a structured plan to improve.

    • Full audit of workflows, routing, inboxes, and communication

    • Review of refill + records processes

    • Audit of tech/front desk handoffs

    • Evaluation of SOP quality + usage

    • Bottleneck identification

    • Clinic Efficiency Blueprint™ — a prioritized roadmap with specific recommendations

    • Suggestions for workflow redesign

    • Suggestions for future automations

  • Clarity. You finally understand what’s slowing your clinic down — and exactly how to fix it.

Cover image with yellow text 'Automation Implementation' and a yellow gear icon with an arrow pointing to the right on a dark blue background.

For clinics with strong workflows who are ready to automate repetitive tasks.

Automation is where clinics unlock massive time savings. We build custom workflows and AI automations & assistance.

    • Identification of high-impact automation opportunities

    • Full automation logic design

    • Automations implementation for: refills, medical records, FAQs, intake routing, triage logic, client conversations/call deflection

    • AI assistant implementation (optional)

    • End-to-end testing + refinement

    • Staff training

  • Save 10–20+ hours per week. Reduce calls. Shrink inbox volume. Increase your team’s capacity without increasing staff.

Find Out Which Package Is Right For You

Download Our Brochures

Operational Foundations
Workflow Optimization
Audit & Efficiency Blueprint
Automation Implementation

Not sure where to start? Take our Clinic Chaos Assessment

Find out how many hours per week are wasted due to a lack of operational clarity.

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