HIPAA-aware · Vendor-neutral · Montana-based

Investment

$800 – $1,300

Solo or 2-provider practice · more tiers below

Timeline

1 week

Estimated, from kickoff to delivery

Deliverable

Written telephony assessment

2–3 pages with findings, a vendor shortlist, and a recommended implementation path

Overview

Telephony is one of the most overlooked and highest-ROI technology upgrades available to independent practices. The phone system is often the first point of contact between your practice and a new patient—yet most independent practices are operating on phone infrastructure that has not changed materially in 10–15 years. This assessment delivers a clear picture of where your current system falls short, what it is costing you, and what a modern solution would look like for your practice.

Best Fit For

Any independent healthcare or mental health practice operating on a legacy landline or consumer-grade phone system—particularly practices where staff spend significant time on manual call-based appointment reminders, or where the phone system has no integration with the EHR or practice management platform.

Why It Matters

15–25%

Share of inbound calls the average independent practice misses

5

Missed new-patient calls per week, at a $200 average new patient value

$52K

Annual lost revenue from those missed calls

The average independent practice misses 15–25% of inbound calls due to busy signals, insufficient lines, or after-hours gaps. For a primary care practice with a $200 average new patient value, missing 5 new patient calls per week represents $52,000 in annual lost revenue—before accounting for the ongoing value of a retained patient relationship.

Investment

Solo or 2-provider practice$800 – $1,300
3–5 provider practice or multi-location$1,100 – $1,400

All pricing is inclusive of the complete service scope described above. A signed service agreement and 50% deposit are required to begin. The balance is due upon completion.

What’s Included

Evaluation of current phone system: hardware, carrier, plan, cost, and contract status

Call volume and pattern analysis: peak call times, average hold time, and missed call rate review

EHR/practice management integration review: does your current system connect with your clinical platform for patient identification on inbound calls?

HIPAA compliance assessment: voicemail handling, call recording consent workflows, and any cloud-hosted telephony components

Show all the included items

After-hours coverage audit: how are patient calls handled outside of business hours?

Patient texting capability review: two-way text messaging for appointment reminders, intake, and follow-up

Staff time-motion analysis: how much staff time is spent on manual phone-based reminders and scheduling calls?

Total cost of ownership comparison: current phone spend versus modern cloud VoIP alternatives

Written findings report: executive summary, findings by domain, and a vendor shortlist with a recommended implementation path

30-minute debrief call to walk through findings and answer questions

Not Included in this Service