Checklist
Clinic Technology Stack Audit
Evaluate every tool in your clinic tech stack — EHR, scheduling, check-in, billing, and patient engagement. Find the gaps that are costing you time and revenue.
What’s inside
Everything you need to act on this
- EHR assessment — API availability, integration maturity, and data export capabilities that determine what you can add on top
- Patient check-in audit — paper vs. digital, insurance capture accuracy rates, and check-in time benchmarks by method
- Scheduling system evaluation — online booking availability, reminder automation, and no-show rate by current method
- Billing and revenue cycle gaps — denial rate benchmarks, claim scrubbing quality, and A/R aging red flags
- Patient communication tools — secure messaging, portal engagement rates, and missed communication opportunities
- RTM and remote monitoring readiness — whether your current stack supports compliant RTM billing or blocks it
- Integration map — which tools talk to each other, which require manual data re-entry, and where staff time is lost
- Technology cost-per-patient analysis — how to calculate your current spend and identify consolidation opportunities
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