Consulting Services
From Day One: Medical Office Startup Consulting
You spent years training to practice medicine. Setting up the business behind the practice is a different skill set entirely. I bring more than 30 years of hands-on medical office experience, from billing and collections to office management and staff training, to help first-time practice owners get it right before they see their first patient.
30+
years in medical office operations
$1M+
in lost receivables recovered for client hospitals
3
hospital facilities trained and operational
17 yrs
Mayo Clinic revenue cycle experience
What I Can Help You With
Billing and collections setup
Establishing your billing systems, payer contracts, and collections workflows before you see your first patient. Getting patient demographics right from day one keeps your receivables clean and your cash flow predictable.
Front office and back office procedures
Scheduling protocols, phone etiquette, privacy compliance, patient intake, and insurance verification. Documented procedures your staff can follow from week one, not month three.
Staff onboarding and training
Training your team on systems, software, and daily workflows. Reducing costly errors in demographics, insurance capture, and accounts receivable management that compound quickly in a new practice.
Accounts receivable recovery and process review
If you are inheriting a backlog or an existing practice with collection problems, I can audit your AR, identify the leaks, and train your team to close them. I have done this at scale for hospital systems.
I know the operational framework cold. Where recent regulatory changes, particularly the proposed HIPAA Security Rule update expected to be finalized in mid-2026, require specialized IT or cybersecurity expertise, I will tell you so directly and refer you to the right resource. You deserve honest guidance, not overselling.
Experience
1983–1990
Patient Accounting, Memorial Hospital
Began as a temp placement and was hired full-time. Trained under a hospital finance mentor in all aspects of patient accounting. Promoted to supervisor over 4 staff, reviewing contractuals and patient accounting records across the organization.
1991
Independent Consultant, Hospital Receivables Recovery
Nine-month engagement cleaning up accounts receivable at hospital facilities in Atlanta and Central Florida. Recovered over $1,000,000 in lost revenue across client sites. Trained on-site personnel to sustain collections improvements independently after the engagement closed.
1992–1995
Office Manager, Jacksonville Therapy Center
Hired to build the practice from the ground up. Set up outpatient facility programs and physician billing systems. Created all front and back office policies and procedures covering scheduling, billing, collections, HIPAA privacy, and bi-weekly payroll. Managed and trained all front and back office personnel.
1995–2012
Financial Representative, Revenue Cycle — Mayo Clinic
17 years in patient accounting across main admitting, the obstetrical unit, and the emergency department. Maintained an error rate under 5% on patient demographics. Improved revenue collections 15 to 20 percent per month over a sustained five-year period. Cross-trained across all accounts receivable positions to cover all backlogs. Trained 10 to 15 new employees on hardware, software, and daily procedures.
Let’s talk about your practice launch
Every practice is different. A free 30-minute discovery Zoom call is the right place to find out whether I am the right fit to help you get there.
Schedule a free discovery call →
No obligation. No sales pitch. Just an honest conversation about what you need.
