Consulting & Operational Audits
Focused audits and advisory support to help clinics move from daily chaos to calmer days, cleaner workflows, and stronger revenue.
Occiden and Company works with clinic owners, medical directors, and practice managers who carry the weight of how care runs day to day. Our consulting and audit work gives you a clear view of what’s really happening inside your operations—and a realistic path to fix it without burning out your team.
What’s included in the Operational Healthcare Audit
What we look at: patient flow and access, EMR and digital workflows, team load and handoffs, billing and revenue integrity, and how new services like telehealth fit into your day.
How it runs (15–30 days): intake call, data and EMR review, staff conversations, targeted workflow observation, and mapping where things actually get stuck.
What you receive: a plain-language findings summary, visual workflow maps, and a 60–90 day roadmap (Do now / Do next / Park) with a small, meaningful set of metrics to track.
Specialized Audits & Focused Projects
Once we understand your foundations, we can go deeper where it matters most—EMR, AI, compliance, or a full EMR rebuild.
Ongoing Advisory & Retainers
Tailored. Strategic. Unmatched.
Once core systems are in place, some clinics choose a longer-term partnership to stay ahead of growth, change, and new opportunities.
Expand
GROWTH &
EXPANSION ADVISORY
Support for clinics that are ready to grow without losing control of the day-to-day.
This retainer is for clinics that have their core operations in place and are now adding locations, services, or providers.
We help you stress-test your workflows, staffing model, EMR setup, and patient access strategies so growth doesn’t quietly turn into chaos.
You get a consistent partner to think through expansion decisions with you—grounded in your numbers and your reality.
Often, Growth & Expansion follows an Operational Healthcare Audit, so we’re scaling from a clear picture of what already works and where capacity truly lives.
Streamline
FULL - SERVICE MANAGEMENT RETAINER
Hands-on operational support for leaders who want a trusted partner running the engine.
Full-Service Management is for owners and medical leaders who are carrying too much of the operational burden themselves.
We act as your external operations partner—overseeing key workflows, monitoring performance, and helping your team stay on track with the roadmap we’ve built together.
You stay in charge of clinical and strategic decisions; we help make sure the day-to-day can actually support them.
This retainer typically builds on an Operational Healthcare Audit so we’re not guessing—we’re managing against a defined set of priorities and metrics.
Lead
CONTINUOUS
IMPROVEMENT RETAINER
Light-touch support to keep your clinic from slipping back into old habits.
The Continuous Improvement retainer is for clinics that have completed an audit or major project and want a steady, expert check-in to keep momentum going.
We review key metrics, troubleshoot new bottlenecks, and refine workflows as your clinic evolves.
It’s a structured way to make sure the hard work you’ve already done continues to pay off over time.
This is usually a “Phase 2” partnership after an Operational Healthcare Audit or implementation project, focused on sustaining gains rather than starting from scratch.
Toolkits & Guides
Smarter clinics often start here—and then deepen the work with a focused audit.
