Integrative / cash-hybrid
Two billing systems, one patient. Revenue leaks between them. We reconcile it.
Practices running cash + insurance side by side — products, services, and cash-pay programs.
Integrative practices often run two billing systems side by side — insurance for covered services, cash-pay for products and wellness programs. Revenue leaks in the seam between them.
We reconcile the seam. One financial picture, two billing streams, no leakage.
Cash + insurance, same patient
One visit can involve a covered E&M, a non-covered supplement, and a cash-pay IV infusion. The statement should be one clean document, not three.
Product margins get ignored
When the practice sells products, inventory and margin tracking is usually a spreadsheet someone updates when they remember.
Membership and concierge programs
Recurring billing, cash-pay programs, and insurance-reimbursable services coexist. Each has different revenue-recognition rules.
Unified patient statement across cash + insurance lines.
Inventory and product-margin reporting tied to the P&L.
Membership/concierge billing operations with proper revenue recognition.
Clean tax treatment for mixed-revenue practices — a CPA-led specialty.
- Primary care
- Dermatology
- Integrative medicine
Free audit
Curious where your practice is leaking money?
We'll audit your current workflow for free and show you exactly where to act — usually in under a week. No contract. You keep whatever we find.