A written document, not a slide deck
Something you can read in one sitting and hand to your accountant or your practice manager without translation.
The operations audit
The audit
The audit is a paid, fixed-fee piece of work delivered as a document. It exists to answer one question with numbers rather than adjectives: where is this practice losing money that has nothing to do with clinical work, and what is each leak worth per year.
You get the number before you commit. It doesn't change afterwards. Usually about a week from the call.
Worked example
How every finding is worked out
Every finding in the audit is worked out the same way, so you can check the arithmetic yourself.
Sample finding. Structure is identical in every audit.
- Finding
- Treatment plans sent, never followed up
- Current state
- Follow-up kept in a paper diary. Roughly 30% acceptance.
- Target state
- Automated follow-up, cancelled the moment a patient accepts.
- Measurable change
- Acceptance 30% → 35%
- Annual value
- R720,000
- Confidence
- Reported by the practice, not yet independently measured
That last line is in every finding. Where a number comes from a benchmark rather than your own data, it says so. An audit that doesn't discount itself isn't an audit, it's a sales document.
What you actually receive
A rand value on every finding
Current state, target state, measurable change, annual value. Every line, worked the same way.
A confidence label on every number
Where a figure comes from a benchmark rather than your own data, it says so on the line. An audit that doesn't discount itself isn't an audit, it's a sales document.
Findings ranked by value
So you know what to fix first, and what can wait a year.
The document is yours
Whether or not you work with me afterwards. Some practices take it and fix things themselves. That's a fine outcome.
What it costs
A fixed fee, quoted on the 15-minute call before you commit to anything. It does not change afterwards, and there is no version of this where the price moves once work has started. If the call makes it clear your existing software already covers what you need, there is no audit to sell you and I'll say so.
After the audit come the systems that close them, worked through in order of value.
The audit starts with a 15-minute call.