Day 1
Map one front-desk leak
Review one non-sensitive workflow from missed call, new-patient request, treatment follow-up, recall, or no-show rescue.
5-day fix sprint
The diagnostic identifies the costly non-clinical handoff. The sprint fixes one or two concrete missed-call, treatment follow-up, recall, no-show, or owner-visibility workflows using tools already in place.
$1,500-$3,000
Scoped after the free teardown or paid diagnostic. No patient names, appointment records, health information, insurance details, payment data, credentials, clinical questions, diagnosis, treatment, or medical advice are needed for the first teardown.
Before / after
Voicemail and missed calls depend on who notices them between patients
Every missed call has an owner, status, callback window, and open-call review
New-patient requests move through phone notes, forms, and memory
New inquiries get a visible next action, booking prompt, and no-answer follow-up
Unscheduled plans age in notes without a clear non-clinical owner
Treatment follow-up has an owner, next date, blocker, and weekly review
Reminder tools run, but failed reminders and non-responders are not reviewed
Recall exceptions get segmented, assigned, and reason-coded without clinical advice
No-shows are marked and the day moves on
No-shows trigger a same-day rebook attempt, waitlist check, and next action
Timeline
Day 1
Review one non-sensitive workflow from missed call, new-patient request, treatment follow-up, recall, or no-show rescue.
Day 2
Set the owner, status, follow-up timing, exception path, and no-patient-data implementation boundary.
Day 3
Update saved views, templates, reminders, checklists, forms, or simple automation where existing tools allow it.
Day 4
Run synthetic missed-call, no-answer, unscheduled-plan, failed-reminder, and no-show scenarios against the new handoff.
Day 5
Deliver the short runbook, rollback note, staff checklist, and 30-day metric for the owner or practice manager.
Deliverables
The sprint is intentionally narrow. It should make the worst front-desk leak easier to see, assign, and follow up without buying another platform first or touching clinical advice.
If the leak looks real, the next step is either the $300-$500 diagnostic or the $1,500-$3,000 sprint. If the leak is too small, too sensitive, or clinical, the answer should be no.