Case examples

Browse engagements by stage and outcome.

Anonymized snapshots from real engagements. Filter by the service area, where the client was in their lifecycle, or the type of result they were after.

Service

Stage

Outcome

Accreditation Stage Timeline

Showing 8 of 8 case examples.

Outcome legend

Typical metrics tracked
Revenue
Stabilizing or growing collections and reducing leakage.
  • % increase in monthly collections
  • Days in A/R
  • Clean-claim rate
  • Denial rate
Compliance
Meeting accreditation, payer, and regulatory standards.
  • Accreditation outcome / term
  • Findings closed
  • Audit pass rate
  • P&P coverage
Time-to-launch
Shortening the path from idea to operational, billable services.
  • Weeks to licensure
  • Weeks to first claim paid
  • Credentialing turnaround
Quality
Improving documentation, clinical records, and chart integrity.
  • Chart audit score
  • Documentation deficiency rate
  • Corrective actions closed
Access
Expanding service availability to more clients and communities.
  • New service lines launched
  • Census / caseload growth
  • Counties or sites served

CARF Accreditation Readiness

AccreditationComplianceReadiness Audit

Mid-sized outpatient SUD provider, two sites

Goal
Achieve first-time CARF three-year accreditation in under nine months.
What we did
Ran a full gap analysis, rebuilt the P&P manual, implemented an outcomes measurement system, and led two mock surveys with staff interview coaching.
Result
Earned a three-year accreditation with zero recommendations and only two consultations.
Read the full case

Startup & Licensing Support

StartupTime-to-launchPre-Accreditation

First-time founder launching an outpatient mental health clinic

Goal
Open the doors within six months with full state licensure and a billable provider panel.
What we did
Stood up the entity, prepared the state BH license application, built clinical workflows and SOPs, and sequenced credentialing in parallel with buildout.
Result
Licensed in 14 weeks and saw the first reimbursed client one week after opening.
Read the full case

Provider Credentialing

StabilizationTime-to-launchPre-Accreditation

Group practice onboarding 12 new clinicians across three states

Goal
Cut average time-to-bill from 120+ days to under 75.
What we did
Centralized CAQH, standardized application packets, and implemented a weekly payer follow-up cadence with a shared status tracker.
Result
Average time-to-bill dropped to 62 days and clean approval rate hit 96%.
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Billing & Revenue Optimization

StabilizationRevenuePost-Accreditation

Community BH agency with rising denials and aging AR

Goal
Recover stalled revenue and stabilize the monthly cash cycle.
What we did
Audited the denial pipeline, rebuilt appeals workflows, retrained coders on medical necessity, and launched a KPI dashboard for leadership.
Result
Recovered roughly $310K in aged AR within 90 days and lifted clean-claim rate from 82% to 97%.
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Policy & Procedure Development

AccreditationCompliancePreparation

Expanding IOP provider adding a residential level of care

Goal
Build a survey-ready P&P manual aligned to CARF and state residential rules.
What we did
Drafted 60+ tailored policies, mapped each to the relevant standard, and trained leadership on the annual review cycle.
Result
Passed state residential licensure on the first inspection with no policy-related citations.
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Medical Records Auditing

StabilizationQualityPost-Accreditation

Multi-site OP practice facing a payer documentation audit

Goal
Reduce takeback exposure and strengthen the clinical golden thread.
What we did
Audited a stratified sample of 150 charts, delivered clinician-level scorecards, and rolled out a documentation training series.
Result
Documentation compliance scores rose from 71% to 94% and the payer audit closed with no takebacks.
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Rural Healthcare Development

GrowthAccessPre-Accreditation

Rural nonprofit serving a four-county catchment area

Goal
Expand access to MAT and counseling without overextending a small clinical team.
What we did
Designed a hybrid telehealth + visiting-provider model, built CCBHC-aligned workflows, and supported a successful HRSA grant submission.
Result
Secured $750K in grant funding and doubled active caseload within 12 months.
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BH & SUD Expansion Consulting

GrowthRevenueApplication

Outpatient provider preparing to add PHP and a second location

Goal
Launch PHP and a new site without disrupting existing operations.
What we did
Built the expansion roadmap, modeled staffing and payer mix, and ran parallel credentialing, licensure, and hiring tracks.
Result
PHP opened on schedule, hit 85% census within 90 days, and lifted total revenue by 38% year-over-year.
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Anonymized; details modified to protect client identity.

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