Solutions

Project work or ongoing support

Two ways to engage — choose the model that fits your stage.

Find Your Fit

Which fit is right for you?

Starting Out

Foundation Setup

New or growing practices that need the core infrastructure — workflows, SOPs, systems, and templates — built right from the start.

Fixing or Scaling

Operations & Revenue Programmes

Established practices ready to automate, plug revenue leaks, or bring data-led rigour to growth decisions.

Ongoing Oversight

Retainer

Consultants and small groups who want continuous operational support and reporting, without a full-time hire.

Project Work

Fixed-scope programmes

Each programme is a structured engagement with clear deliverables. We tailor scope and sequencing to your practice's size and specialty.

01

Foundation Setup

For new or growing practices

  • Full workflow audit of the end-to-end patient journey
  • Standard operating procedures for admin, secretaries, and clinicians
  • Practice management software selection and setup
  • Core template pack: clinic letters, consent forms, surgery packs, reports
  • Basic compliance review for data protection and information governance
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02

Operations & Automation Upgrade

For established practices ready to scale

  • Online booking setup for all clinic and procedure types
  • Automated appointment confirmations, reminders, and pre-appointment instructions
  • Digital registration and medical history forms integrated into the practice system
  • Automations for routine admin: referral logging, filing, result chasing, task reminders
  • AI-enabled documentation tools (dictation, AI notes, draft letters) for clinic and theatre
Enquire
03

Billing & Revenue Optimisation

Self-pay + PMI practices

  • End-to-end billing workflow design for self-pay, PMI, and hospital/third-party payers
  • Invoicing software setup integrated with your practice system and accounting tools
  • Automated invoices, statements, payment reminders, and receipts
  • Fee schedule build and coding support, including PMI rules
  • Monthly revenue and aged-debt reporting with actions to reduce write-offs
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04

Growth & Insight Programme

Data-led growth for your practice

  • Custom dashboards: patient mix, referrer mix, procedure volumes, revenue per clinic
  • No-show, cancellation, and waiting-time analysis with recommendations
  • Referrer tracking and relationship action plan
  • Patient feedback and survey systems (post-op questionnaires, satisfaction scores)
  • Quarterly review meeting with a prioritised growth and efficiency roadmap
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Add-on Services

Available as standalone engagements or bundled with any core programme.

Patient Experience & Digital Presence
  • Conversion-focused website or landing page review and redesign
  • Online booking, payment, and form integration
  • Patient-friendly FAQs and information packs
  • Structured process for gathering and responding to online reviews
Team Training & Support
  • Training for secretaries, practice managers, and clinicians on new systems
  • How-to manuals and SOPs for all key processes, kept updated
  • Troubleshooting support for technology and workflow breakdowns

Ongoing Support

Ongoing support, without the overhead

Both retainers run on a monthly rolling basis. No long-term lock-in.

Retainer 01

Light Support Retainer

Ideal for practices that are well-set-up but want a trusted expert on hand for monthly reporting and minor queries.

Best for: solo consultants with a stable team who want monthly visibility without ongoing project work.

  • Monthly KPI and revenue report with a short written action summary
  • Email and phone support for troubleshooting and minor workflow tweaks
  • Quarterly check-in call to review practice performance
  • Ad-hoc advice on system changes, new hires, or process updates
Enquire About This Retainer

Retainer 02

Virtual Practice Manager Retainer

A senior operational partner for solo consultants or small groups — giving you the strategic oversight of a full-time practice manager, on a fractional basis.

Best for: busy consultants or growing groups who need proactive, hands-on operational management every month.

  • Oversight of day-to-day operations for solo consultants or small groups
  • Monthly review of booking, billing, and patient experience metrics
  • Continuous optimisation of automations, templates, and processes as the practice grows
  • Proactive identification of revenue leakage and operational inefficiencies
  • Direct liaison with staff, system providers, and insurers on your behalf
  • Priority access for urgent operational issues
Enquire About This Retainer

Compare

What's included at a glance

Feature Light Support Virtual Practice Manager
Monthly KPI & revenue report✓✓
Email & phone support✓✓
Quarterly review call✓✓
Monthly operations oversight—✓
Proactive billing & revenue review—✓
Automation & process optimisation—✓
Staff & insurer liaison—✓
Priority urgent access—✓

Not sure where to start?

Let's find the right fit together

Book a free 30-minute discovery call. We'll listen to where you are and suggest the most practical path forward.

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