For clinic and practice groups

Keep patients moving from first call to final payment.

A patient visit crosses the front desk, scheduling, clinical staff, and billing before it is done. When the handoffs between those teams depend on whoever is working that day, patients wait, billing lags, and the exceptions route back to you. Daloy fixes how operational work moves between your teams, then makes it the standard at every location you run.

For owners, presidents, COOs, and operations leaders at established clinic and practice groups. Request a Daloy Operations Review, or book a short intro call to see if it's a fit.

Who this is for

Built for clinic and practice groups where work crosses teams.

If a patient visit passes through several teams before it is done, and the handoffs between them depend on a few people holding everything together, this page is for you. One location or many.

Built for

Outpatient clinic and practice groups

Dental and DSO groups, physical therapy, urgent care, and behavioral health clinics, at one location or several.

Also a fit

Wellness and aesthetics groups

Med-spa, aesthetics, optometry, and veterinary groups bringing their teams and locations onto one standard.

You're a strong fit if:

  • Work crosses the front desk, scheduling, clinical staff, and billing
  • Patient follow-up and commitments get lost between handoffs
  • Billing falls out of sync with the care that was delivered
  • Led by an owner, president, COO, or director of clinic operations
  • Integrating acquired practices onto one operating standard
  • Committed to improving operations within the next 90 days

Sound familiar?

Every handoff run a different way.

The care is good and demand is there. But the handoffs between your teams depend on whoever is working that day, and you feel it when:

  • Intake depends on who is at the front desk, and clinical staff start the visit missing information
  • New providers and staff get onboarded by whoever has time, so quality depends on who trained them
  • Scheduling, billing handoffs, and patient follow-up depend on the person doing them, not on a system
  • The patient experience changes depending on which team, or which location, they reach
  • Acquired practices get bolted on instead of folded into one way of operating
  • Real decisions, exceptions, and fixes still route back to you, which caps how far the group can grow

That's not a people problem. It's a process problem, and it's fixable.

WHERE DOES YOUR BUSINESS STAND?

Take the Flow Check

A free 5-minute self-check that scores how much of your business runs on you, and shows you the one thing to fix first. No call required.

Start the Flow Check

What it costs you

What broken handoffs quietly take off the table.

The gap between your best and worst location

MyBCAT's multi-location healthcare research reports that a 5% retention difference between a group's best and worst sites can open a 25% revenue gap over five years. This is an industry benchmark, not a Daloy client result.

Margin you leave on the table

MyBCAT's healthcare group benchmarks place average operators at 15 to 20% EBITDA margin and top performers at 24% and above. These are industry benchmarks, not Daloy client results.

Patients who quietly drift away

Benchmarks compiled from MyBCAT and Clerri report annual patient churn of 15 to 30% and no-show rates commonly around 12 to 18%, compared with a target below 8%. These are industry figures, not Daloy outcomes.

A hard growth ceiling

When every team works around the others and you are still the source of truth, each new location or service line adds risk instead of leverage. Until the way you operate is standardized, growth makes the inconsistency worse, not better.

The math

What is operational drift costing your group?

When scheduling, intake, and follow-up run differently at every location, visits slip through no-shows and staff time goes to manual work. Estimate the operational waste across your sites. This looks at workflows only, never clinical data.

The offer

The Operating Standard Sprint.

A focused 6 to 8 week engagement that brings the front desk, scheduling, clinical operations, and billing onto one way of working, at one location or across the group, without depending on you to enforce it.

What the Sprint covers:

  • Map how a patient visit actually moves from first call to final payment
  • Find the handoffs where work stalls, gets lost, or waits on you
  • Surface the owner-as-bottleneck issues holding the group back
  • Standardize the best of it into one documented operating playbook
  • Automate 1 to 2 high-leverage operational workflows with practical AI (operational only, not clinical data)
  • Train the people who own each step so the new way sticks

Multi-location operators can leak six figures a year to branch drift. The Sprint costs a fraction of that.

For owner-operators

Fixed price

$20K to $45K

Set by the teams or departments in scope, the handoffs and systems we connect, and how many people need to adopt the change. Each additional location adds scope.

Larger scopes

Custom

For many teams, departments, or locations at once. Scope and price are agreed in writing before work starts.

Request a Daloy Operations Review

For PE-backed operators and value-creation teams

If you are integrating add-ons or standardizing a portfolio company in the first 100 days, the work is the same but the scope is wider. We price that track separately.

Single portfolio company

From $75K

Includes integrating recent add-ons onto one operating standard.

Multiple companies

Custom

Per-portco rate, with an optional governance retainer.

Sponsor-backed scope adds one step: integrate recent add-ons onto a single operating standard.

Request a Daloy Operations Review

Not ready for a full Sprint? AI Groundwork puts practical AI in the hands of one team of up to 15 people from up to two departments, focused on one workflow area, for $5,000 flat. It is the fastest way to see how Daloy works before you standardize the whole group.

Explore AI Groundwork

Be straight with yourself

This is not for everyone.

The Sprint works because it's scoped for a specific operator. It is probably not the right fit if:

  • Work rarely crosses more than one team, so there are few handoffs to fix
  • You're a large hospital or enterprise health system buying through IT procurement
  • You're looking for clinical or EHR software. We standardize operational workflows, not clinical or PHI systems
  • You're not ready to delegate, and want to stay the one who decides everything
  • You want a strategy deck rather than a fixed-scope project your team runs after we leave

Next step

See where your handoffs break down. No free consulting, no pressure.

The Daloy Operations Review is a paid diagnostic focused on where scheduling, patient flow, administrative capacity, follow-up, handoffs, and location consistency are breaking down, and what should be fixed first. Prefer to talk it through first? Book a free intro call to see whether the review is the right next step.