01
What's your specialty?
The primary type of care your practice provides. This helps us benchmark your results against similar practices.
Dermatology Dentistry Plastic Surgery Medical Spa Primary / Family Medicine Functional Medicine Concierge Medicine Wellness Clinic Other
02
How many providers are in your practice?
Count everyone who sees patients — physicians, dentists, nurse practitioners, and physician assistants.
Just me 2–3 4–6 7–10 11 or more
03
How many locations do you operate?
The number of physical offices your practice runs. Multiple locations usually add complexity to operations and technology.
1 2 3 4 5 or more
04
How would you rate your Growth?
Growth is how consistently new patients come in and revenue increases — driven by your marketing, referrals, and online presence. A high score means new patients arrive predictably every month; a low score means growth feels slow or unpredictable.
1 2 3 4 5
1 — Needs work 5 — Excellent
05
How would you rate your Operations?
Operations is how smoothly the day-to-day runs — scheduling, the front desk, billing, and patient flow. A high score means things move without bottlenecks or firefighting; a low score means the day depends on manual effort and workarounds.
1 2 3 4 5
1 — Needs work 5 — Excellent
06
How would you rate your Technology?
Technology is how well your systems work together — your EHR, scheduling, patient communication, and whether routine tasks are automated or done by hand. A high score means your tools are connected and save time; a low score means disconnected systems and lots of manual re-entry.
1 2 3 4 5
1 — Needs work 5 — Excellent
07
How would you rate your People?
People is the strength of your team — staffing levels, hiring, training, morale, and how well you keep good staff. A high score means you're well-staffed with a stable, capable team; a low score means you're stretched thin or constantly recruiting.
1 2 3 4 5
1 — Needs work 5 — Excellent
08
How would you rate your Business?
Business is the financial and strategic side of the practice — profitability, pricing, cash flow, and long-term planning. A high score means clear numbers and a confident plan; a low score means the finances feel unclear or reactive.
1 2 3 4 5
1 — Needs work 5 — Excellent
09
What's your biggest challenge today?
The one area holding your practice back the most right now. Pick the single item that keeps you up at night.
Attracting new patients Staffing Operations Technology Profitability Compliance Patient Experience
10
Select everything you'd like help with.Select all that apply
SEO Getting found on Google when patients search for the care you provide. Website A modern site that turns visitors into booked appointments. Reputation Earning more 5-star reviews and managing your ratings across the web. AI Using AI tools to save time and get recommended by AI search like ChatGPT. Automation Letting software handle repetitive admin — reminders, follow-ups, intake. Custom Software Purpose-built tools or apps tailored to how your practice actually works. Recruiting Finding and hiring qualified providers and support staff. SOPs Standard Operating Procedures — documented step-by-step processes so your team runs the same way every time. EHR Electronic Health Records — optimizing, integrating, or switching the system you chart in. Dashboards At-a-glance reports so you can see how the practice is performing. Compliance Staying aligned with HIPAA and other healthcare regulations. Strategy A clear plan for where the practice is headed and how to get there. Fractional COO A part-time Chief Operating Officer — an experienced operator who runs the business side of your practice without the cost of a full-time hire.
11
What are your goals over the next 12 months?Select all that apply
Grow revenue Bring in more total income from patients and services. Open another location Expand to a new office or additional site. Hire staff Add providers or support team members to grow capacity. Improve profitability Keep more of what you earn by improving margins and reducing waste. Save time Spend fewer hours on admin so you can focus on patients. Improve patient satisfaction Create a smoother, more premium experience that patients rave about.
12
Where should we send your results?
See your Practice Score on the next screen. We'll also follow up with a tailored plan for your biggest opportunity — no obligation.
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