Comprehensive Practice Operations Assessment
$3,500
This comprehensive, expert-led assessment is designed to uncover operational gaps, streamline workflows, strengthen systems, and create a clear roadmap for a better-run medical practice that utilizes Cerbo EHR (required) and Spruce Health (optional, but strongly recommended).
You will receive:
A comprehensive review of your current practice operations
Workflow and systems assessment
Cerbo optimization review, when applicable
Patient journey and communication review
SOP and documentation gap analysis
Operational efficiency opportunities
Prioritized recommendations
Professionally prepared Practice Operations Assessment Guidebook
60-minute executive review phone call to walk through findings
Clear recommendations for implementation and next steps
Comprehensive Practice Operations Assessment
Duration: 3 weeks
Purpose: To evaluate the operational health of YOUR PRACTICE and develop a prioritized roadmap for creating reliable, scalable systems. At the conclusion of this assessment, the goal is for YOUR PRACTICE to have:
★ Greater confidence in day-to-day operations
★ Clearly defined workflow ownership
★ Improved patient communication processes
★ Better utilization of Cerbo and Spruce
★ Reduced provider administrative burden
★ A prioritized roadmap for future growth
Systems to Evaluate: Leadership & Operational Vision
● How work flows through the organization
● Decision ownership
● Current bottlenecks
● Future growth goals
Cerbo Optimization
● Portal utilization and routing of tasks
● Task management & routing
● Orders
● Messaging
● Templates
● Scheduling
● Chart Parts
● Patient education
● Questionnaires
● Labs
● Faxes
● Referrals
● Prior Authorizations
Spruce Workflow
● Who owns messages
● Escalation
● Response times
● Morning/Evening/Weekend/Holiday coverage
● Templates
● Provider routing
● Follow-up systems
● Documentation
Patient Journey
● Lead > Discovery Call
● Scheduling
● Onboarding
● Lab Ordering
● Lab Review
● Ongoing Follow-up
● Membership
● Retention
● Offboarding
Provider Efficiency
● Everything that currently reaches your provider
● What shouldn't reach your provider
● How assistants can intercept work
● Reducing decision fatigue
● Task queue optimization
Administrative Operations
● Ownership
● Standard operating procedures
● Checklists
● Daily cadence
● Weekly cadence
● Communication standards
● Referral tracking
Patient Experience
● Consistency
● Communication
● Education
● Follow-through
● Response expectations
● Retention opportunities
Throughout the assessment, I will spend dedicated time observing current workflows, reviewing practice systems, evaluating technology utilization, identifying operational bottlenecks, and meeting with key stakeholders as needed. The objective is not simply to identify opportunities for improvement, but to understand why they exist and develop practical solutions that fit the way YOUR PRACTICE operates.
Deliverables:
✔ Executive Summary
✔ Workflow diagrams
✔ Current-state assessment
✔ Identified operational risks
✔ Quick wins
✔ High-impact recommendations
✔ Technology optimization recommendations
✔ Staff role recommendations
✔ Estimated implementation timeline
✔ Prioritized implementation roadmap
✔ Suggested SOPs
Upon completion of the Practice Operations Assessment, we will schedule a 60-minute Phone Review to go over findings together and prioritize the recommendations based on the needs and goals of YOUR PRACTICE.
What Happens Next
Once your Comprehensive Practice Operations Assessment is purchased, you’ll hear from Miller Health Consulting within one business day. We’ll personally connect with you to schedule your initial call, review next steps, and begin gathering the information needed for your assessment. Please watch for a call from 541 area code.
No complicated onboarding. No wondering what happens next. We’ll guide you from here.