Case Study 1: Holistic Healthcare Doc in Trouble
Our results
A Big Win!
200% Growth in the middle of a pandemic thanks to improved Processes.
Project Overview
In March 2020 when the pandemic hit, many business owners had to rethink how they did business. One of our clients in holistic healthcare had the foundation of a thriving business, but didn’t have business processes in place. He was leaving a lot of money on the table. In addition, because he wasn’t tracking where his patients were in the healing protocol, he wasn’t able to determine if they were achieving the results they wanted. He had a healing protocol that helped his patients overcome the most debilitating health issues with a 99.5% success rate, but there was no way to bring them into a system, track where they were in his healing protocol, or follow up at the right points in the process to ensure they were succeeding.
How We Helped
Step 1:
We first conducted a comprehensive audit that looked at all existing processes. This uncovered that everything was being done manually in antiquated programs, with no checks and balances or tracking, leaving the clinic blind when it came to reconciling patients and cash flow. In this initial audit we found more than $100,000 in uncollected Accounts Receivables for one year, even though services were rendered and paid for to all third parties. centuries-old formulations, they have been optimized to restore and promote your intestinal and overall health.
Step 2:
We outlined the ideal process that would solve several of the issues we uncovered in the audit. This is where we mapped out the order of operations, the items needing to happen at each point in the process, and the parties responsible for those tasks. These processes encompassed the entire business workflow, from communicating directly with third-party clinics and patients to how vendors fulfilled specific aspects of the process.
Step 3:
We then built a better system which ensured all points in the process were tracked, the information captured was accurate and HIPAA-compliant, and the clinic could reconcile cash flow and patient actions.
Step 4:
After several months of test-and-learn adjustments to ensure the system was working seamlessly and all parties were comfortable with and performing their tasks accurately and easily, we formalized the process with Standard Operating Procedure documents to ensure all team members, new or existing, could easily follow the steps moving forward.
In Summary
By taking a few steps back to evaluate the existing system uncovered many opportunities to improve cash flow and patient care. Once we defined the processes which the clinic needed, building technology to support them improved personnel efficiency, accuracy, patient outcomes, and cash flow.
