2 in 3 → 9 in 10

New patients booked · Medical practices and clinics

The 9 a.m. pile-up

Every patient who calls should become a visit, and every visit should become money in the bank.

A composite, built from practices like yours. Not a named client.

The problem
$50,000 a month New patients who never book
The project
SBK rebuilds intake, booking, claims and collections as one flow that runs itself.
The outcome
9 in 10 New patients booked
  1. The problem, $50,000 a month, New patients who never book
  2. The project, SBK rebuilds intake, booking, claims and collections as one flow that runs itself.
  3. The outcome, 9 in 10, New patients booked
The problem, the project and the outcome.

Monday, 9 a.m. Sixty voicemails are waiting. A stack of faxed referrals sits on the printer. Two people are on the phones, and both lines are ringing.

This is a four-location specialty group with 14 clinicians. A third of new-patient calls never became a booking. Referrals sat for days before anyone called the patient. Insurance was checked by hand, often on the morning of the visit. Claims went out in weekly batches with missing details, and one in six came back. The billing team spent its week reworking denials instead of collecting. Cash took 48 days to arrive.

What SBK rebuilt

SBK mapped the path from first call to paid claim and priced every leak. The front door cost the most. New patients who called and never booked were worth about $50,000 a month. The rebuild turned intake into a single flow. Every call, message and referral lands in one place and gets a reply the same hour. Insurance is checked at booking, before the patient arrives. Notes and codes are drafted for the clinician to confirm. Each claim is checked before it leaves, and denials are worked the day they land. Reminders and recalls run on their own.

What moved

Nine in ten new patients who called got booked, up from two in three. Nineteen claims in twenty were paid the first time. Cash arrived in 21 days instead of 48. Phone hours fell from 60 a week to 20. The front desk stopped fighting the phones and started running the day. Nobody was hired to do it.

Measure Before After
New patients booked 2 in 3 9 in 10
Claims paid first time 5 in 6 19 in 20
Days to cash 48 21
Hours on phones a week 60 20

A problem like this one?

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