Practice Health Assessment
Interviews, data review and a site walk-through, scored across seven operating areas. You get a ranked list of what to fix first.
About the assessmentFractional COO for healthcare practices
A senior operator for your practice, without the full-time hire.
I help owner-led behavioral health, medical aesthetics and wellness practices get out of the founder’s calendar and into a system that runs. Ninety days, a written plan, and a team that owns its numbers.
Former CEO and acting COO of a large cash-pay mental health facility15 years in behavioral health operationsPonte Vedra Beach, FL · Nationwide
Practice Health AssessmentDay 14
01Vision & strategySolid
02Financial healthWatch
03OperationsFix first
04TeamWatch
05Marketing & growthFix first
06Patient experienceSolid
07Owner leadershipWatch
Where other creatures see an obstacle, the raven sees a puzzle waiting to be solved.
Sound familiar?
The practice grew. The operations did not.
Most owner-led practices hit the same wall somewhere between one and four locations. The schedule is full, the team is busy, and the owner is still the person every decision waits on.
A full-time COO costs more than most practices can carry at this stage. A fractional COO gives you the same experience for the stretch where it matters most.
- Every scheduling, staffing and vendor question still ends up with the owner.
- The calendar is full, but margin is thin and nobody can say which service lines carry the practice.
- New-patient calls go to voicemail, and leads from marketing are never followed up.
- A second location or new service line opened before the systems were ready for it.
- Good staff leave because roles, pay and expectations were never written down.
- Month-end numbers arrive late, and they do not agree with each other.
Services
How we work together
Most practices start with the assessment. Some move straight into the 90-day engagement. After that, I am available for ongoing fractional support as needed. Software implementation, tech stack audits, contract renewal reviews and process improvement are also available as stand-alone projects.
The Runs‑Without‑Me 90-day plan
I step in as your COO. We stabilize, build the systems and hand off an operating rhythm your managers can run on their own.
About the 90 daysOngoing Fractional COO
A set schedule each month for leadership meetings, KPIs, hiring and the projects that come with growth.
About ongoing supportThe process
The seven areas we score
Every engagement starts by scoring the same seven areas. The scores decide what we fix first.
Area 01
Vision & strategy
Where the owner wants the practice in three years, and whether the current plan can get it there.
Area 02
Financial health
Revenue mix, margin by service line and provider, and how quickly the numbers reach the people who need them.
Area 03
Operations
Scheduling, intake, workflows, vendors and systems. Where work gets stuck or done twice.
Area 04
Team
Roles, accountability, hiring, training and turnover. Who owns what, in writing.
Area 05
Marketing & growth
Lead sources, conversion from first call to first visit, and what each new patient costs.
Area 06
Patient experience
Every touchpoint from the first phone call to the follow-up, measured the way a hotel measures a stay.
Area 07
Your practiceOwner leadership
How much of the practice still runs through the owner, and what it would take to change that.
Get your practice scored
Start with a 30-minute intro call.
Why me
Patients judge a practice the way guests judge a hotel: by the first call, the wait, and whether anyone remembers them.
I started in fine dining, luxury hotels and large-scale events, including work under a James Beard Award-winning chef and at the Kennedy Center. That is where I learned how much the details matter.
Then I spent about a decade at a large cash-pay mental health facility, moving from practice manager to CEO while also running operations as its acting COO. We grew from a single small office with under $1M in revenue to more than $9M across four locations, including a 12,000 sq ft flagship, with 38 providers.
My hospitality experience informs my standard for the customer experience. Customer satisfaction is paramount. You are only as good as your reputation.
Practices
Who I work with
Behavioral health & ADHD
Psychiatry, therapy, testing and ADHD specialty groups dealing with provider growth, payer mix, no-shows and expansion.
Behavioral health practicesAesthetics, wellness & weight loss
Cash-pay med spas and wellness clinics working on memberships, pricing, lead conversion and provider productivity.
Aesthetic and wellness practicesMulti-site and growing practices
Independent groups opening a second location, consolidating sites, changing EMRs or preparing for investors or a sale.
Software, contracts and process improvementReady to talk?
A 30-minute call is enough to tell whether an assessment makes sense.