Our Services

Includes:

• Review of intake, referrals, scheduling, and documentation
• Administrative workflow overview
• Identification of inefficiencies and risk points
• Prioritized recommendations for improvement

Deliverable:
✔ Executive-ready assessment report
✔ Clear, actionable next steps

Includes:

• Streamlined workflow design
• SOP creation or refinement
• Documentation simplification guidance
• Staff role clarity framework

Deliverable:
✔ SOPs and workflow diagrams
✔ Implementation guidance

Services Include:

• Front-office operations
• Compliance-aligned workflows
• Staff training & onboarding systems
• Productivity and performance improvement

Deliverable:
✔ Compliance-conscious workflow guidance
✔ Staff-ready tools and templates

• Capacity planning
• Grant-readiness (operations side)
• Scaling systems without burning out staff

Deliverables: 

✔ Capacity and growth readiness assessment (staffing, workflows, service volume)
✔ Identification of operational risks and strain points that could limit growth
✔ Customized growth strategy roadmap with phased recommendations
✔ Operational scaling framework to support increased service demand
✔ Workflow and SOP update priorities to ensure scalability
✔ Sustainability toolkit including template

Includes:

• Monthly advisory calls
• Ongoing process refinement
• Leadership guidance and feedback
• Limited email support

Includes:

• Denial trend overview
• Root-cause analysis
• Appeals process optimization guidance
• Billing workflow improvement recommendations

Deliverable:
✔ Denial insights summary
✔ Appeals templates & checklists