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Practice Challenge Assessment

A Welcome from Avery

Before you begin, take a moment to meet Avery and learn how this assessment can help identify opportunities for your practice.

What’s getting in the way of your practice running smoothly?

Running a medical practice takes more than good care. This assessment helps identify opportunities across revenue cycle, contracts, practice management, patient experience, concierge medicine, AI and automation, analytics, and healthcare marketing—so Avery can focus a conversation on what matters most to your organization.

It takes about 5–7 minutes. Please share general business and workflow information only. Do not include patient names, dates of birth, claim numbers, insurance IDs, or patient-level clinical information.

Which best describes your organization?

Solo or small medical practice

Multi-provider practice

Specialty or larger group practice

Other healthcare organization

What have you already tried?

We’ve tried a few changes, but the problems keep returning

We’ve made some progress, but need a clearer plan

We haven’t had the time or resources to tackle it

We’re not sure where to start

Other / it depends on the issue

Revenue Cycle & A.R.

Select all options that apply. If you choose Not applicable, leave the other choices in that question unchecked.

What revenue-cycle challenges or opportunities apply? Select all that apply.

Medical billing and coding

A.R. and outstanding balances

Claim denials, rejections, and appeals

Insurance reimbursement delays or cash-flow uncertainty

Not applicable

How are revenue-cycle concerns affecting your practice? Select all that apply.

Revenue or cash flow feels unpredictable

Claims or balances require repeated follow-up

We’re concerned revenue may be delayed or missed

Not applicable

Which revenue-cycle services or improvements would you like to explore? Select all that apply.

Medical billing, A.R., and revenue-cycle review

Denial and reimbursement process improvement

Cash-flow and follow-up workflow review

Not applicable

Operations & Team

Select all options that apply. If you choose Not applicable, leave the other choices in that question unchecked.

What operations or team challenges apply? Select all that apply.

Staff workload, roles, or accountability

Medical practice workflows and process improvement

Administrative work or repeated rework

Not applicable

How are operations or team concerns affecting your practice? Select all that apply.

Too much staff time goes to rework or follow-up

The team feels stretched or overwhelmed

Processes are inconsistent or unclear

Not applicable

Which operations or team improvements would you like to explore? Select all that apply.

Identifying root causes and practical improvements

Improving team workflow and accountability

Streamlining practice operations

Not applicable

Technology & Analytics

Select all options that apply. If you choose Not applicable, leave the other choices in that question unchecked.

What technology or analytics challenges apply? Select all that apply.

Practice management systems or technology

Healthcare reporting and performance analytics

AI tools or workflow automation

Not applicable

How are technology or analytics concerns affecting your practice? Select all that apply.

We don’t have a clear picture of what’s happening

Current systems make work harder than it should be

We need better information for decisions

Not applicable

Which technology or analytics improvements would you like to explore? Select all that apply.

Evaluating systems, reporting, or technology

Using analytics to identify performance opportunities

AI and workflow automation to reduce administrative work

Not applicable

Marketing & Growth

Select all options that apply. If you choose Not applicable, leave the other choices in that question unchecked.

What marketing or growth challenges apply? Select all that apply.

Patient acquisition and healthcare marketing

Lead follow-up and appointment conversion

Practice growth, campaigns, or outreach

Not applicable

How are marketing or growth concerns affecting your practice? Select all that apply.

Growth feels harder than it should

Inquiries aren’t consistently converting into appointments

We need clearer insight into marketing performance

Not applicable

Which marketing or growth improvements would you like to explore? Select all that apply.

Healthcare marketing strategy and campaign planning

Improving lead follow-up and conversion

Marketing analytics and growth opportunities

Not applicable

Patient Experience

Select all options that apply. If you choose Not applicable, leave the other choices in that question unchecked.

What patient-experience challenges apply? Select all that apply.

Patient experience, service, or satisfaction

Patient retention and communication

Not applicable

How are patient-experience concerns affecting your practice? Select all that apply.

Patient satisfaction or retention needs attention

Patient communication or service processes need improvement

Not applicable

Which patient-experience improvements would you like to explore? Select all that apply.

Improving patient experience and service

Strengthening patient communication and retention

Not applicable

Contracts & Vendors

Select all options that apply. If you choose Not applicable, leave the other choices in that question unchecked.

What contract or vendor challenges apply? Select all that apply.

Healthcare contracts or business agreements

Vendor relationships or service arrangements

Not applicable

How are contract or vendor concerns affecting your practice? Select all that apply.

We need more clarity on contract terms or obligations

Vendor arrangements may not be meeting our needs

Not applicable

Which contract or vendor improvements would you like to explore? Select all that apply.

Reviewing healthcare contracts and business agreements

Evaluating vendor relationships and service arrangements

Not applicable

Care Coordination

Select all options that apply. If you choose Not applicable, leave the other choices in that question unchecked.

What care-coordination challenges apply? Select all that apply.

Plans of care oversight or documentation

Care coordination workflows

Not applicable

How are care-coordination concerns affecting your practice? Select all that apply.

Care coordination or documentation needs more consistency

Follow-up across care processes is difficult

Not applicable

Which care-coordination improvements would you like to explore? Select all that apply.

Reviewing plans of care oversight and documentation

Improving care coordination workflows

Not applicable

Concierge Medicine Operations

Select all options that apply. If your practice does not offer concierge medicine, choose Not applicable and leave the other choices in that question unchecked.

What concierge-medicine challenges apply? Select all that apply.

Concierge medicine workflows

Membership or concierge service delivery

Not applicable

How are concierge-operations concerns affecting your practice? Select all that apply.

Concierge operations or member service needs improvement

Concierge workflows are difficult to manage consistently

Not applicable

Which concierge-operations improvements would you like to explore? Select all that apply.

Streamlining concierge medicine operations

Improving concierge service delivery and workflows

Not applicable

Let’s keep the conversation going

Share your professional contact details so Avery can follow up about your answers and discuss whether a consultation would be useful.

Anything else you’d like Avery to know?

Please describe general business or workflow concerns only. Do not include patient-identifying or confidential clinical information.

Your name

Practice or organization

Work email

What would you prefer as a next step?

Please contact me to discuss a consultation

I’m gathering information and would like to discuss options

I’m exploring for now; no follow-up yet, please