Business & Practice Audits
We review the systems, workflows, billing processes, policies, and operations behind your healthcare practice or business and give you a clear picture of what is working, what is not, and what needs attention.
What We Audit
Every audit is customized to your business. Areas we commonly review include:
Billing workflows and claim accuracy
Revenue cycle and collections processes
Insurance eligibility and verification procedures
Intake and patient-facing systems
Policies, procedures, and internal documentation
Staff workflows and role clarity
Vendor agreements and service contracts
Pricing structures and fee schedules
Compliance-related gaps and inconsistencies
EMR and practice management system usage
Payroll and compensation review
Overall operational structure and efficiency
Who This Is For
Our audit services are well-suited for:
Therapy, psychiatry, and behavioral health practices
Telehealth and virtual care providers
Medical and specialty clinics
Med spas and aesthetic businesses
Wellness and integrative health providers
Small business owners who want a clear picture of their operations
New businesses that want to build on a solid foundation
Growing businesses that have outpaced their current systems
If something feels off — in your billing, your team, your workflows, or your finances — an audit is where we start.
What You Receive
Audit deliverables may include:
Written findings summary
Priority action list
Workflow or process recommendations
Optional follow-up support to implement changes