DIAGNOSTIC ENGAGEMENT
You run a solo or 1–2 provider independent practice. You need a clear, practical read on where AI, automation, and workflow changes will actually help.
Investment
$1,500
Timeline
4 weeks
Deliverable
Written report + readout call
Or email robert@hexiduslabs.com directly
WHO THIS IS FOR
DPC, functional medicine, MedSpa, PT/rehab, concierge. You don't need another vendor selling you software. You need a practitioner who's seen the workflow from inside the room.
- —Every vendor is pitching you AI tools and you can't tell which are real, which are vaporware, and which will actually save you time
- —You know automation could help but you don't know where to start, where compliance boundaries are, or what to budget
- —You've already bought tools that aren't getting used and you're not sure why
- —You're considering a full digital build (site, intake, booking, AI chatbot) and want a sober third-party read before you spend $5K–$15K on it
SCOPE AND PHI
This audit covers your practice's marketing funnel, prospect-to-patient conversion, public-facing site, lead capture, scheduling tool selection, non-clinical AI tools, and operational workflows that do NOT handle patient health information. The audit does not cover EHR optimization, clinical charting workflows, billing systems at the patient level, or any process that requires handling PHI under HIPAA. Practices needing PHI-handling intake or clinical workflow automation are outside scope — I'll tell you that on the fit call and recommend a different vendor.
WHAT YOU GET
A 90-minute discovery call, three weeks of analysis, a 15–20 page written report (PDF), and a 60-minute readout call.
Discovery call
90 minutes. You don't prep. I take notes.
We walk through your current practice operations end-to-end: patient acquisition, intake, scheduling, charting, billing, follow-up, communication. I've worked inside healthcare — I know what to ask.
Analysis phase
3 weeks. My time, not yours.
I evaluate your current state, research tools and vendors specific to your practice type, validate compliance and integration constraints, and build an honest 90-day roadmap. AI where it genuinely earns its keep, and where it does not.
Written report
15–20 pages. PDF.
Current state assessment, prioritized automation opportunities (ranked by time-saved-per-dollar), specific tool recommendations with real pricing and trade-offs, non-PHI scope and compliance flags, 90-day phased implementation roadmap, and what NOT to automate.
- —Current state assessment of your operations
- —Prioritized list of automation opportunities, ranked by time-saved-per-dollar
- —Specific tool recommendations with real pricing and trade-offs
- —Non-PHI scope and compliance flags for each recommendation
- —90-day phased implementation roadmap
- —Risks, blockers, and what NOT to automate
Readout call
60 minutes. We walk the report.
You ask anything. I answer. One round of report revisions included. Recommendations and findings are confidential and yours.
BOUNDARIES
This is a diagnostic engagement. Implementation is a separate conversation if and when you want to have it.
- —Implementation of recommendations (separate engagement, optional)
- —Tool subscriptions or licensing fees
- —Custom builds, integrations, or development work
- —Ongoing advisory or retainer support
- —Staff training
PROCESS
WEEK 1
~2 HRS OF YOUR TIME
Booking + discovery
15-min booking call confirms fit. Contract + 50% deposit ($750) confirms the engagement and books the slot. 90-minute discovery call walks through your current practice operations end-to-end: patient acquisition, intake, scheduling, charting, billing, follow-up, communication. I take notes. You don't prep.
WEEK 2
MY TIME, NOT YOURS
Analysis — current state
I evaluate your current state, map your workflows, research tools and vendors specific to your practice type, and validate compliance and integration constraints.
WEEK 3
MY TIME, NOT YOURS
Roadmap drafting + report
I build the 90-day phased implementation roadmap, evaluate vendors for each recommendation, and write the 15–20 page report. Not "AI for everything." AI where it genuinely earns its keep, and where it does not.
WEEK 4
~1.5 HRS OF YOUR TIME
Delivery
PDF report delivered. 60-minute readout call walks the report together. You ask anything. I answer. One round of report revisions included. Final invoice (50%, $750) due on delivery.
INVESTMENT
$1,500
Flat fee. Two payments.
- —50% ($750) to confirm engagement and book the slot
- —50% ($750) on report delivery
- —One round of report revisions included
- —Recommendations and findings are confidential and yours
WHY THIS IS DIFFERENT
22 years inside healthcare. RN/BSN, CT scan tech, senior pharmacy tech, and background in functional medicine. I read healthcare workflows the way other consultants read spreadsheets.
Conflict-free. No vendor commissions, no affiliate fees, no kickbacks. The report is yours.
Built on production-grade infrastructure. Hexidus Labs ships real Next.js builds for clinics. The audit is informed by what actually ships and works in 2026 — not by what looks good in a slide deck.
Most 'AI for healthcare' advisors have never billed a patient. Never run a CT protocol, never reconciled a Schedule II count. I have. That's the difference.
FAQ
AFTER THE AUDIT
After the report and readout call, you have three paths:
- —Implement the recommendations yourself — the report has everything you need
- —Engage me for implementation as a separate project (quoted based on scope you choose to act on)
- —Care Plan retainer at $295/month for ongoing oversight as you implement, plus monthly check-ins and quarterly reviews
Cancel the retainer anytime. Not required.
NEXT STEP
Four weeks. $1,500. A real answer.
Book a 20-minute fit call. No deck, no pitch. We confirm we're a fit before money changes hands. If we're not, I'll tell you on the call and recommend someone better suited.
Or email robert@hexiduslabs.com
Looking for a full website + intake build instead? See the Practice Website + Intake offer →