First Name
*
Last Name
*
Practice Name
*
Phone
*
Email
*
Website or LinkedIn (optional)
Current Electronic Health Records/ Practice Management Software
*
Select an option
Healthcare Type
*
Choose your area of expertise
What best describes your practice?
*
Solo Practitioner
Small Group (2–5 Providers)
Mid-Size Group (6–15 Providers)
Large Group / Health System
26+ Team Members
Where do you believe your practice is losing the most opportunity right now?
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Missed intake calls
Slow follow-up
Consultation no-shows
Slow lead response
Unqualified leads
Manual intake
Document workflow delays
CRM/pipeline gaps
Not sure
How quickly do new patient inquiries usually receive follow-up?
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Under 5 minutes
Same day
1–2 days
3+ days
Inconsistent / depends on the team
Not sure
Healthcare Growth & AI Readiness Assessment
How do most new patients find your practice?
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Referrals
Website
Paid ads
Events / networking
Social media
Phone calls
Walk-ins / consultations
Purchased leads
Other
How many hours per day does your clinical staff spend on documentation after patient visits?
Under 1 hour
1–2 hours
2–4 hours
More than 4 hours
Varies too much to say
How many prior authorization requests does your practice handle in a typical week?
None / very few
1–10
11–30
30+
Not sure
How would you describe your current prior authorization process?
Mostly automated
Mostly manual but manageable
Manual and time-consuming
A major bottleneck for our staff
How confident are you that every tool your staff uses is fully HIPAA compliant?
Very confident
Somewhat confident
Not very confident
We've never formally assessed this
What is your primary goal over the next 12 months?
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Increase new patient volume
Increase production/revenue
Improve patient retention
Reduce administrative burden
Improve staff efficiency
Expand to another location
Hire an associate/provider
Prepare for retirement/transition
How comfortable is your practice with new technology?
Low — we need help every step of the way
Medium — comfortable with tools once trained
High — we adopt new tech quickly
What would you be comfortable investing monthly to reduce documentation time and free up provider hours?
Select an option
When would you ideally like to implement improvements?
Implementation Timeline - How
What’s your biggest frustration right now in your pracctice or workflow?
What would success look like 12 months from now?
Anything else we should know?
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