Is your practice built to last?
A focused, 10-minute self-assessment for healthcare and mental health practice owners. Review the systems behind your practice — intake, EHR, documentation, staff roles, business email and files, website visibility, HIPAA-conscious workflows, and growth readiness — and see exactly where things are working and where they need attention.
- Spot operational gaps before they become bigger problems
- Identify what is working and what needs attention
- Choose your top three practice priorities
- See a clear, personalized read on your practice operations
Your results are revealed at the end once you share your name and email.
What the assessment covers
The health check reviews 8 areas of practice operations, each with 7 to 7 statements you rate as Yes, Needs Attention, or No.
- Intake and Onboarding
A strong intake process helps clients or patients move from inquiry to first appointment with clarity and confidence.
- EHR Setup and Workflow
Your EHR should support your practice, not create extra administrative burden.
- Documentation Gaps
Documentation should be clear, consistent, and easy to maintain.
- Staff Roles and Accountability
As practices grow, unclear roles often create duplicated work, missed tasks, or unnecessary stress.
- Business Email, Files, and Digital Access
Your digital infrastructure should be organized, secure, and easy to manage.
- Website and Referral Visibility
A clear digital presence helps the right people understand who you serve and how to contact you.
- HIPAA Conscious Workflows
This checklist does not replace legal or compliance advice, but it can help you identify areas where your workflows may need review.
- Growth Readiness
Growth can create pressure if the practice infrastructure is not ready to support it.