Our solutions
Hands-on support for the business of your practice.
There are two ways to work with us: a one-time PRIME Practice Assessment, or an ongoing PRIME Performance Partnership. Both are built on the PRIME Performance System, your customized 10 Levers of Operational Success, and the Dale Ray Method.
Option 1: A one-time engagement
PRIME Practice Assessment
A clear, objective view of your practice and a prioritized plan, with no ongoing commitment.

We evaluate your practice through the PRIME Performance System, identify your customized 10 Levers of Operational Success, and turn them into a prioritized operational improvement roadmap. You receive actionable recommendations and decide how to carry them out: on your own, with your team, or with us.
What it includes
- An evaluation of your practice across all five PRIME pillars
- Your customized 10 Levers of Operational Success
- A prioritized operational improvement roadmap
- Actionable recommendations, presented in plain language
- No requirement to continue into an ongoing engagement
Option 2: An ongoing monthly engagement
PRIME Performance Partnership
We assess, prioritize, and then work alongside your leaders to make the changes last.

We assess your practice, identify your customized operational priorities, and then work alongside your leadership to implement improvements, develop team capabilities, establish accountability, and measure progress over time.
What it includes
- A PRIME assessment and your customized 10 Levers
- Implementation alongside your practice leadership
- Leadership coaching and team development
- Accountability for every priority we agree on
- Progress measured against your scorecard over time
Two delivery options
Because it includes onsite support, a hybrid partnership is a larger investment than a virtual one. The timing of onsite visits is planned with you around your practice’s needs.
Choosing an option
Start with clarity. Continue with support.
Some practices want a clear plan they can carry out themselves. Others want a partner to help them see it through. You can begin with an assessment and decide later whether ongoing support makes sense.
| Aspect | PRIME Practice Assessment | PRIME Performance Partnership |
|---|---|---|
| Format | Standalone, one time | Ongoing partnership |
| What you receive | Your customized 10 Levers and a prioritized roadmap | Your 10 Levers and roadmap, put into practice with us alongside you |
| Who implements | Your team, on its own terms | Your leaders, supported by us |
| The Dale Ray Method | Assess and Align | Assess, Align, Activate, and Advance |
| How it’s delivered | An evaluation of your practice and a prioritized roadmap | Virtual or hybrid |
| Ongoing commitment | None | Monthly |
Areas of expertise
The capabilities behind every engagement.
These are the areas of operational expertise we bring to both options. In an assessment, they shape what we evaluate and recommend. In a partnership, we put them to work alongside your team.
Fractional Practice Operations Leadership
Senior operational leadership for your practice, without adding a full-time executive.
PRIME pillars: Management · Execution- A regular leadership presence, virtually or on site
- A weekly operating rhythm of huddles, team meetings, and metric reviews
- Oversight of practice manager priorities and follow-through
- Support on personnel, vendor, and day-to-day operational issues
- Accountability for every improvement initiative we agree on
Practice Performance & Profitability
Clear numbers, careful analysis, and decisions grounded in how your practice actually runs.
PRIME pillars: Performance · Revenue- KPI development and a practice scorecard built around your goals
- Financial and operational analysis of production, collections, and overhead
- Schedule design and efficiency review by provider and operatory
- Labor productivity and staffing model review
- Monthly performance reviews with a clear owner for each next step
Leadership & Team Development
Stronger leaders and clearer expectations at every level of the practice.
PRIME pillars: Management · Improvement- One-on-one coaching for practice managers and team leads
- Role clarity, performance expectations, and accountability structures
- Meeting systems: morning huddles, team meetings, and one-on-ones
- Onboarding and training frameworks for new team members
- Support for difficult conversations and performance management
Patient Experience & Practice Growth
A patient journey that earns trust, leads to accepted care, and brings patients back.
PRIME pillars: Revenue · Improvement- Patient journey mapping from first call through recare
- Treatment presentation and case acceptance processes
- New patient call handling and scheduling conversion
- Recare, reactivation, and retention systems
- Referral development with patients and local providers
How engagements are shaped
Every engagement begins with a conversation. We scope the work to your practice’s priorities, size, and goals, so we don’t publish standard packages or pricing. You’ll receive a clear written proposal before any work begins.
Results depend on many factors, including where a practice starts and how its team engages with the work. We don’t promise specific financial outcomes. We do commit to the work, to measuring it, and to reporting progress honestly.
Schedule a consultation
Not sure which option fits? Start with a conversation.
Start with a complimentary 30-minute consultation: an introductory conversation about your practice, its challenges, and its goals, and how we might help. There is no obligation.