Know exactly where AI pays off across your group — in ten business days, for a fixed $15,000, without a single patient record leaving your building.
Most groups don’t need more opinions about AI. They need to know which workflows are worth automating, what the return actually is, and what could go wrong — before spending a dollar.
The expensive option is waiting.
Every month without a plan, three things compound: staff adopt ungoverned tools that create HIPAA exposure you haven’t priced; vendors lock competitors into the integrations you’ll want later; and the 20–30% efficiency gap analysts project gets harder to close.
The diagnostic doesn’t cost $15,000. It costs $15,000 minus whatever one wrong vendor contract, one compliance incident, or one lost quarter of recaptured appointments would have cost you.
Four deliverables, plus an executive readout.
Every output is built from a fixed instrument, so the quality is the same on every engagement — and every figure is auditable.
Workflow Candidacy Map
Five core workflows scored on suitability, integration, staff readiness, compliance, and measurability. Clear tiers — deploy, pilot, defer, or avoid — in language your leadership acts on.
Risk-Weighted ROI Model
Per-workflow annual impact, weighted for the probability it’s actually realized. Every number traces to a visible input and a stated source. Conservative by design — it survives a CFO or sponsor review.
Governance & Compliance Gap Register
Shadow-AI discovery, HIPAA and liability exposure, and the policies you still need — prioritized, with an owner against each item. Remediation comes before deployment, not after.
Twelve-Month Sequencing Plan
What to deploy, what to defer and why, vendor selection criteria you apply yourself, and how you’ll measure each result. One net-new initiative per quarter — change absorption is the constraint, not technology.
Ten business days, on a fixed schedule.
Four focused interviews — leadership, operations, front desk and billing, and IT — plus your existing reports. Aggregate data only; we request no patient records.
We build the ROI model, score the five workflows against the rubric, register the governance gaps, and sequence the twelve-month plan.
A written report your leadership keeps, and a 60-minute executive readout that ends with two clear decisions: the first deployment, and who owns governance.
$15,000, fixed — and it credits toward what comes next.
No hourly billing. No scope creep. The full fee credits toward implementation if you proceed; the plan stands alone if you don’t.
Our guarantee.
If the executive readout doesn’t give your leadership team a clear, defensible answer on where to deploy first — and what it returns — we’ll extend the engagement at no charge until it does. And the full fee credits toward implementation if you proceed.
Auditable
Hand the ROI workbook to a reviewer and any figure traces to its input and source in under a minute. No hidden sheets, no black boxes.
PHI-safe
The engagement is designed to run on count-level operational reports. We request no patient records — a deliberate reduction of your risk.
Vendor-independent
You receive selection criteria you apply yourself, not a recommendation we profit from. The shortlist is yours, not ours.
You own an executable plan. Run it however you like.
The sequencing plan is written to be handed off — execute it with your own team, another firm, or with us. If it helps, we offer an implementation engagement to stand up the first deployment and its measurement, so the first project produces a measured win that funds the rest.
What to expect.
What do you need from us?
About five hours, total, spread across four people — leadership, operations, front desk/billing, and IT — plus a handful of reports you already run: call metrics, production, recall counts, AR aging, denials. Nothing patient-level. Most clients spend more time in their monthly P&L review than they spend on this entire engagement.
Do you need access to patient data?
No. The assessment is built to run on aggregate, count-level reports. If a standard report contains identifiers, you redact or summarize before sending. We will sign a BAA if your counsel prefers, but the engagement is designed not to require one.
What happens after the ten days?
You own an executable plan. Run it with your own team, with another firm, or with us — the sequencing plan is written to be handed off. If it helps, we offer an implementation engagement to stand up the first deployment and its measurement.
Who delivers it, and how is quality consistent?
The Patrick Reiss Group principal delivers the engagement using a fixed instrument — the same interview guides, ROI model, and scoring rubric every time — so the depth and the standard don’t vary by engagement.
See where AI pays off across your group.
A 20-minute scoping call confirms fit and answers your questions. No pitch deck.
Prefer email? Write us at tyson@patrickreiss.com.