What is the Practice Opportunity Review?
It is a consultant-reviewed diagnostic that turns approved practice files into prioritized findings, a PDF summary, a 30-minute review call, and a 30-day action plan.
Consultant-reviewed diagnostic
Practice Opportunity Review.
A defined diagnostic that turns approved practice files into prioritized findings, a PDF summary, a consultant review call, and a 30-day action plan.
Last updated July 28, 2026
What is included
The current published scope covers one practice or location, a defined file set, AI-assisted analysis, human consultant review, one PDF summary, one 30-minute review call, and one 30-day action plan.
What is not included
The review does not include unlimited file review, implementation work, ongoing monitoring, custom financial modeling, guaranteed revenue lift, or sensitive document handling outside Secure Upload.
Turnaround and next steps
Standard files are typically reviewed within three to five business days. Timing depends on file readiness, scope, and data quality.
Questions and answers
Is the analyzer the full product?
No. The analyzer provides an initial preview. The paid review adds human consultant interpretation, prioritization, and action planning.
What files can I upload?
You can upload approved financial or operations files such as supported PDF, CSV, or XLSX exports. Do not upload HIPAA-protected PHI through the public analyzer; sensitive files should use the team-provided Secure Upload workflow.
How do Secure Uploads work?
When sensitive or PHI-related documents are needed, the alphaSource Consulting team will provide a separate secure upload workflow.
Is PHI allowed in the public analyzer?
No. Do not upload HIPAA-protected PHI through the public analyzer. Sensitive files should use the team-provided secure upload workflow.
What happens after the review call?
The team will discuss the highest-priority findings and, when appropriate, recommend a focused sprint or ongoing advisory support.
Do you guarantee revenue improvement?
No. The review is designed to provide operational clarity, prioritized findings, and recommended next steps, not guaranteed financial outcomes.
What is included in the $995 review?
The founder-priced review includes one practice/location, a defined file set, AI-assisted analysis, human review, one PDF summary, one 30-minute call, and one 30-day action plan.
What is excluded from the $995 review?
It excludes unlimited file review, implementation work, ongoing monitoring, cleanup execution, custom financial modeling, guaranteed revenue lift, and sensitive document handling outside Secure Upload.