Free · 26-page playbook
The playbook independent practices use to cut through vendor sales talk and pressure-test whether a system will protect their revenue, or bleed it.
Instant downloadNo sales callNo vendor bias
By the numbers
Playbook depth
Revenue-critical categories
Vendor kickbacks
What's inside
Everything you need to walk into any vendor demo with a plan and walk out with a decision you can defend.
One page per category. Every category names the questions to ask, the green flags to look for, and the red flags to walk away from. Same categories we use inside the practices we work with every week.
Score vendors on a 0-4 rubric across all ten categories. Multiply by weight. Get a total out of 100 with clear thresholds for advancing, negotiating, or walking away.
Clauses to demand before you sign. Timeline realities every vendor understates. Hidden costs nobody warns you about. Read this before you commit to anything.
The 10 categories
None of them are about the interface. All of them are about whether the system helps you collect more of what you earn.
Why us
We do not sell EMR or PM software. We have no reason to steer you toward any specific vendor. The framework is grounded in the patterns we see every day inside independent practices trying to run cleaner, more profitable revenue cycles.
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