Practice Efficiency Assessment — How Efficient Is Your Integrative Practice?

Step 1 of 4 — Your Practice

Tell us a bit about your practice so we can tailor your results.

Practice size

Solo ProviderJust you, possibly 1–2 support staff

Small Group2–5 providers

Clinic6–10 providers

Large Center11 or more providers

Primary specialty

NaturopathicND practice

Integrative MedicineMD / DO integrative

Functional MedicineFunctional / root-cause focus

OtherChiropractic, acupuncture, etc.

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Step 2 of 4 — Your Pain Points

Select every area where your practice loses time, money, or energy. Select all that apply.

Insurance Billing & ClaimsClaim denials, slow reimbursement, ERA reconciliation

Appointment SchedulingNo-shows, phone tag, manual calendar management

Clinical ChartingTime-consuming notes, incomplete documentation, paper records

Dispensary & InventoryStock tracking, reorders, supplement sales management

Patient CommunicationIntake forms, secure messaging, treatment plan sharing

HIPAA ComplianceUncertainty about data security, compliance risk

Telehealth DeliveryUnreliable platforms, HIPAA risk, poor patient experience

Too Many SystemsDisconnected apps, double data entry, software fatigue

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Step 3 of 4 — Your Current Setup

Help us understand where you’re starting from.

How would you describe your current technology setup?

Mostly PaperPaper charts, paper scheduling, manual billing

Multiple Disconnected AppsSeparate tools for charting, scheduling, billing, etc.

One Integrated SystemAlready using a practice management suite

Mixed / Not SureSome digital, some paper, unclear picture

How many hours per week does your team spend on non-clinical administrative tasks?

Under 5 hoursVery low admin overhead

5–10 hoursModerate — could be better

10–20 hoursSignificant time lost to admin work

20+ hoursAdmin work is consuming the practice

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Step 4 of 4 — Your Goals

What matters most as you evaluate your practice management options?

What is your top priority right now?

Save TimeReduce admin burden, streamline daily workflows

Improve RevenueFaster billing, fewer denials, better collections

Better Patient ExperienceOnline scheduling, portal, telehealth, faster visits

Reduce Software CostsConsolidate subscriptions into one platform

When are you looking to make a change?

Ready NowActively evaluating options

1–3 MonthsPlanning ahead, doing research

3–6 MonthsEarly stages of evaluation

Just ExploringNo specific timeline yet

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Calculating your Practice Efficiency Score…

Your personalized recommendations are ready

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How Efficient Is Your Integrative Practice?

Where should we send your full results?

Based on your answers, these modules will help most

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