Support Options

Three Levels of Support

PracticePoint Co. offers two distinct types of support: operational advisory and hands-on membership coordination. The right fit depends on what your practice actually needs.

Tier 1
Concierge Operations Review
One-Time Engagement

A focused review of your practice's current administrative systems, workflows, patient agreement process, renewal process, communication flow, and operational pain points. This is the natural starting point for practices that want clarity on where things stand and what to prioritize.

Written recommendations are typically delivered within 3 to 5 business days after all requested materials are received.

Includes

  • Review of patient agreements and membership documents
  • Enrollment, renewal, and offboarding workflow observations
  • E-signature and document process review
  • Payment tracking and spreadsheet assessment
  • Admin SOP gap observations
  • Written findings and practical recommendations
  • Prioritized action plan
  • Optional follow-up review call
One-Time Engagement
Scope and investment confirmed during your fit call.
Get Started
Tier 3
Membership Operations Support
Premium / Quoted Individually

For practices that need more than guidance, Membership Operations Support provides hands-on coordination for the administrative side of concierge membership workflows. This tier involves direct follow-up, tracking, and member coordination on behalf of the practice and is scoped and priced accordingly.

This tier is selective. Engagements are scoped individually based on practice size, panel complexity, and operational needs.

May Include

  • Sending patient agreements through the practice's e-signature system
  • Tracking unsigned and pending agreements
  • Renewal and member status list monitoring
  • Follow-up with prospective or renewing patients
  • Membership onboarding coordination
  • Payment follow-up coordination
  • Membership tracking spreadsheet maintenance
  • Renewal workflow support
Quoted Individually
Scoped based on practice size, panel complexity, and operational needs.
Inquire

Please note: PracticePoint Co. provides administrative and operational consulting only. We do not provide legal, medical, billing, coding, compliance, or financial advice. Practices should consult their own legal counsel and compliance advisors for any regulatory or legal review.