Start here
Two places to start
Both are about money you are already owed, or already hold and have never credited to anyone. One needs a single export from your system; the other needs two.
Aged Receivable Analysis
Your own report gives you the percentage of your A/R sitting past 120 days. I go one step further with that same export — whether it is concentrated in a handful of accounts or spread across hundreds, and which of those patients are still paying you.
Start with the free read
- Whether the money is concentrated in a few large accounts or spread across hundreds of small ones
- How much of it is sitting with patients who have never paid you a cent
- Which of the three groups to work first
A few bullets in an email, not a report. No charge, no obligation.
One export — your Aged Patient Receivable. No login access, nothing to install, signed BAA first.
Send me one report →
Encrypted transfer under a BAA. Rather talk first? Book a call.
The full analysis — $599
- Every account ranked by what it is holding past 120 days, and tagged into its group
- A worklist your front desk can work straight down, by account number
- The written analysis, yours to keep and to hand to your staff
- A call to walk you through it, no jargon
Fixed fee. The same one export — nothing further to pull.
Account numbers only. I never need your patients’ names.
Unapplied Payments Analysis
Most practices are holding money they already collected and never credited to anyone. It isn’t flagged anywhere — the receivable report cannot see it.
A real sample, built from one practice’s own exports.View the full sample →
What you get
- Every payment received and never applied, found and totaled
- Split into what posts against charges already there, and what is a refund you owe
- The accounts holding it, so your front desk has a worklist rather than a number
- A 30-minute findings call to walk you through it, no jargon
$599
Fixed fee. Two exports, about fifteen minutes of your time. Your report in about a week.
No login access, nothing to install, signed BAA first. On another system — just ask.
Send me two reports →
Encrypted transfer under a BAA. Rather talk first? Book a call.
