Practice Audit

1. Initial Discovery Call

We begin with a quick, focused call to understand your practice’s unique goals, pain points, and priorities. Whether your biggest challenge is attracting new patients, reducing no-shows, converting leads, or collecting payments faster, we tailor the audit to your objectives.

2. Secure Data Collection

Our team will request key data points from your phone, marketing, scheduling, and billing systems. Data security and HIPAA compliance are prioritized at every step.

3. In-Depth Data Analysis

Using our proprietary analytics platform, we examine your data to reveal:

• 📞 Call Answering & Conversion

  • Missed calls, long hold times, and low call-to-appointment conversion rates.
  • Opportunity: Capture lost revenue with online scheduling, automated callbacks, and call routing.

• 📈 New Patient Acquisition Channels & Marketing ROI

  • Top-performing channels, cost per acquisition, and conversion rates.
  • Opportunity: Optimize marketing spend and maximize lead conversion with centralized CRM tracking.

• 📅 Scheduling Efficiency & No-Show Rates

  • Average time to schedule, no-show rates, open slots, and provider utilization.
  • Opportunity: Reduce no-shows and fill schedules with automated reminders and 24/7 online booking.

• 💳 Revenue Cycle & Payments

  • Days in A/R, % of balances collected pre- vs. post-service, outstanding balances, and payment reminder efficacy.
  • Opportunity: Accelerate collections with automated balance notifications, pre-service payments, and text-to-pay features.

• 👥 Staff Efficiency & Administrative Burden

  • Time spent on manual tasks, system switching, data entry duplication, and staff-reported burnout.
  • Opportunity: Streamline workflows by consolidating tools and automating repetitive processes.

• 🌟 Patient Satisfaction & Loyalty

  • Satisfaction scores, online reviews, retention rates, and complaints.
  • Opportunity: Improve experiences to increase retention, reviews, and referrals.

4. Comprehensive Audit Report

You receive a clear, visual report detailing

• Where you’re losing patients – e.g., “You’re missing 27 new patients per month due to unanswered calls.”
• 💸 The real financial impact – “These missed opportunities are costing your practice an estimated $320,000 per year.”
• 🚀 Your opportunity areas – from increasing show rates to automating follow-ups and reactivation.
• 💡 Customized solutions – how RSI’s platform directly addresses each inefficiency to maximize your patient pipeline.

5. Results Presentation

We’ll present your findings in a collaborative strategy session, walking through pain points, revenue potential, and tailored recommendations to achieve your goals faster.

6. Next Steps & Implementation Plan

Finally, we’ll outline a clear action plan for implementing RSI’s CRM and Patient Engagement Platform to:

✔️ Attract more new patients

✔️ Increase retention & reactivation

✔️ Streamline workflows to boost staff productivity

✔️ Accelerate collections and cash flow

✔️ Grow your revenue with proven ROI