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Sample agenda · owner track

What a monthly coaching call covers

One focused hour a month, grounded in your own books. Here is how a session runs, start to finish: what we do before we meet, how we spend the hour, and what you leave with. The topic below is illustrative to show the shape of a real call.

Before the call

We read your numbers first. Before the call, we review your cash, how long balances have gone unpaid, your payer mix, and your profit margin. We use those changes to choose what needs attention.

The hour

We set priorities from your numbers each month and use the call to make decisions. Sample topic: a payer quietly cut its fee schedule and margin is slipping.

  • 0:00
    The numbers since last time
    Cash, AR, payer mix, and margin, read out loud. What is trending the right way, and the one line that is not. This month: net revenue per visit is down and we name why before we fix it.
  • 0:10
    Last month's priorities
    Did the one or two things we agreed on get done? What happened when they did, or what got in the way.
  • 0:20
    The decision in front of you
    The month's real work. For example: one payer's fee schedule dropped about 6%. We size the dollar impact, weigh renegotiating against shifting the schedule toward better-paying visits, and decide on a move. Most calls have one topic this size.
  • 0:45
    This month's one or two priorities
    We write down one or two priorities that can change your numbers.
  • 0:55
    What to send us, and what you can ask between calls
    Anything we need before next month, and a reminder that a quick question does not have to wait for the next session.

After the call

A short written recap sent the same day. The decision we reached, the one or two priorities, and anything we owe you. It fits on half a page, so nothing gets lost and next month starts where this one ended.

We help you decide and hold you accountable, but you run the practice. When a task is bigger than an hour a month, that is when Back Office or Practice Launch services can step in.

See Owner Coaching and pricing

See what Owner Coaching includes for Florida practice owners, at $1,000 per month.

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