A structured intake to understand your practice's business landscape, pain points, and priorities — so we build the engagement around what matters most.
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Section 01 — Practice Profile
Tell us about your practice
Basic context helps us calibrate benchmarks and tailor all analysis to your specific model.
Select all that apply
Insurance / In-Network
Cash Pay / DTC
Memberships
Medicare / Medicaid
Workers' Comp
Hybrid / Other
Section 02 — Pain Points
Where is the practice bleeding?
Select every area that creates friction, anxiety, or lost value. Be candid — this shapes the entire engagement.
Revenue Leakage / Underbilling
Leaving money on the table through coding gaps or missed charges
Claims Denial & AR Backlog
Denials piling up, collections lagging, aging AR beyond 90 days
No Real-Time Financial Visibility
Flying blind month-to-month; reports come too late to act
Growing but no roadmap; unclear where to invest next
EHR / Billing System Chaos
Data exists but is fragmented, inaccessible, or poorly utilized
Other
Something not listed above
Section 03 — Current Infrastructure
What's already in place?
Understanding your current tools tells us where to plug in versus where to build from scratch.
EHR Built-in Reports
Excel / Google Sheets
External Billing Reports
Power BI / Tableau
Nothing Structured
Accountant P&L Only
In-house
Outsourced RCM
Hybrid
Daily
Weekly
Monthly
Rarely / Never
Section 04 — Strategic Priorities
Where do you want to be in 12 months?
Help us understand your growth ambition and what success looks like for this engagement.
Choose the one that matters most right now
Recover Lost Revenue
Find and fix revenue leakage now
Build Financial Visibility
Dashboards and KPIs I can actually use
Scale the Practice
Add locations, providers, or service lines
Improve Margins
Understand costs and optimize overhead
Membership Revenue
Build predictable, recurring income streams
Exit / Valuation Readiness
Clean books, clean story, clear multiple
Do you anticipate needing outside capital to fund growth or operations in the next 12–24 months?
Yes — Actively Exploring
We're looking at financing options now
Possibly — Depends on Growth
If the right opportunity arises
Unlikely — Self-Funded
We plan to grow from internal cash flow
No Capital Needed
New Provider Hire
Additional Location
New Service Line
Marketing / Patient Acquisition
Technology Upgrade
None Planned
Section 05 — Working Preferences
How do you want to work together?
This shapes how we structure deliverables, cadence, and communication to maximize your buy-in.
Executive Slide Deck
Visual, story-driven, board-ready
Live Dashboard
Always-on access to KPIs
Written Report
Narrative analysis with tables
Verbal Briefing
Just walk me through it
Weekly
Bi-Weekly
Monthly
As-Needed
Physician / Owner
I'm directly involved
Office Manager
They'll be the day-to-day point
Practice Administrator
External Accountant
How open is the practice to providing data exports for analysis?
Very guardedFully open
Assessment Received.
Thank you for taking the time to complete this. A member of the Barritus Capital team will review your responses and reach out within one business day to schedule your intake call.
What Happens Next
1 · We review your intake in full
2 · We prepare a tailored agenda
3 · We schedule your discovery call