The operating gaps

Named in operator language. One paragraph each.

1. 01

   Patient recall automation that was on the plan

   Annual wellness, vaccine boosters, parasite preventives, and dental exams depend on time-sensitive recalls. Inconsistent execution across offices costs visits and lifetime patient value. Follow-Up Automation installs the sequencing across PIMS.

2. 02

   After-hours and overflow call abandonment

   The Sunday-night sick-pet call rolls to the answering service. The client books at the urgent-care competitor. Speed-to-Lead routing closes the gap without an answering-service contract.

3. 03

   Referral follow-up between primary and specialty practices

   Referral letters out, referral reports back. The cycle slips and primary care is in the dark on outcomes. Document Processing closes the loop.

4. 04

   Lapsed-patient reactivation against the PIMS

   Twelve to twenty-four months of inactive patient records sit in the practice information management system with no scheduled outreach. Revenue Recovery against the dormant book produces visits with no net-new spend.

5. 05

   Cross-office reporting on production, retention, and provider utilization

   Production by doctor, retention by office, hospital-equipped capacity, and operating-room utilization stitch from the PIMS and the accounting system. Internal Reporting unifies the multi-site view.

The Revenue Audit

Know your specific number before you commit to anything.

The Revenue Audit for veterinary groups is a fifteen-minute working session against a PIMS export and a recent month of front-desk call-log data. We calculate recoverable revenue across recall reactivation, after-hours abandonment, and referral-loop time reclaimed. The retainer is sized against the figure. Honest no on the call if the figure does not justify.

1. 01A specific dollar figure of recoverable revenue, calculated against your own data.
2. 02A vertical-specific gap diagnosis named in operator language, not marketing language.
3. 03A reference conversation with an operator in your vertical or an adjacent one.
4. 04A retainer sized against the figure, or an honest no on the call.

Insurance, HVAC, and dental are our installation wedges at v1. We accept Revenue Audits in veterinary groups and vsos and run them against the same diagnostic; the engagement timeline is set during the call.

Stack recommendation for Veterinary Groups and VSOs

Layered in the order that produces the visible ROI event first.

1. Layer 1

   Revenue Recovery

   Lapsed-patient recall is the largest recoverable book at most multi-site groups.

2. Layer 1

   Speed-to-Lead

   After-hours and overflow call capture pairs with Revenue Recovery.

3. Layer 2

   Document Processing

   Referral letters, lab results, and pre-visit forms close the document loop.

4. Layer 3

   Follow-Up Automation

   Recall cadence, post-visit follow-up, and pre-surgical compliance sequences install on top of the PIMS.

5. Layer 3

   Internal Reporting

   Production, retention, and capacity in one weekly cross-office view.

Proof

Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.

STRATA is quiet about engagements in flight.

References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.

Operational questions

What operators ask before the audit call.