Check each area — deep-dive questions will appear for each service so we can price accurately.
Medical Coding & Billing ICD-10, CPT, claims management
Revenue Cycle Optimization Denials, AR, collections improvement
Compliance & Auditing HIPAA, OIG, coding audits
Credentialing Provider enrollment, payer contracts
Provider Education Staff training, coding workshops
Virtual Events & Workshops Live summits, webinars, conferences
AI Agent Training Workflow automation, AI billing tools
Practice Management Operations, scheduling, staffing
Coding support needed
Select…
Full-time ongoing coding
Overflow / backlog coverage
Coding review & QA only
Transition / system migration
Primary coding type
Select…
Professional (physician) billing
Facility / institutional billing
Both professional & facility
ASC-specific coding
Current days in A/R
Select / Not Sure
Under 30 days — healthy
30–45 days — average
46–60 days — needs work
60+ days — urgent
Biggest RCO focus area
Select…
Denial management & appeals
Patient collections strategy
Payer contract renegotiation
KPI reporting & dashboards
Full end-to-end RCM review
Estimated monthly revenue impacted by denials
Select / Not Sure
Under $10,000
$10,000 – $50,000
$50,000 – $150,000
$150,000+
Type of audit needed
Select…
Prospective (pre-submission) audit
Retrospective (post-submission) audit
Both prospective & retrospective
HIPAA compliance review
OIG work plan focus area
Payer-specific audit preparation
Approximate sample size for audit
Select…
25–50 records
50–150 records
150–500 records
500+ records
Have you received a payer audit notice?
Select…
Yes — active audit in progress
Yes — received notice recently
No — proactive / preventive
No — routine internal audit
Frequency of audits desired
Select…
One-time only
Quarterly
Semi-annual
Annual
Ongoing / continuous
Number of providers to credential
Select…
1 provider
2–3 providers
4–6 providers
7–10 providers
11+ providers
Credentialing type needed
Select…
Initial enrollment (new providers)
Revalidation / re-enrollment
Adding payers to existing providers
Group practice enrollment
Hospital privileges
Mix of the above
Number of payers to enroll with
Select…
1–3 payers
4–8 payers
9–15 payers
16+ payers
Ongoing credentialing management needed?
Select…
Yes — ongoing management & renewals
No — one-time project only
Not sure yet
Education format preferred
Select…
Live virtual sessions
On-site in-person training
Self-paced / recorded modules
Mixed format
Number of staff / attendees
Select…
1–5 people
6–15 people
16–30 people
31+ people
Event type
Select…
Coding / specialty summit
Webinar (single topic)
Workshop (hands-on)
Multi-session series
Virtual conference
Expected attendance
Select…
Under 50
50–150
151–500
500+
HCI involvement level
Select…
Speaker / presenter only
Planning & coordination support
Full production & hosting
Content development only
CEU / CME credits needed?
Select…
Yes — CEU/CME accreditation required
No — not required
Not sure
Primary AI use case
Select…
Billing workflow automation
AI-assisted coding tools
Denial prediction & prevention
Prior authorization automation
Patient communication automation
AI-driven reporting & analytics
General AI strategy & readiness
Current AI / automation maturity
Select…
No AI tools in use — starting fresh
Exploring options — early stage
Some tools in use — need optimization
Advanced — need strategic consulting
Staff to be trained on AI tools
Select…
1–5 staff
6–15 staff
16–30 staff
31+ staff
Primary management challenge
Select…
Scheduling & throughput
Staffing & HR issues
Operational workflow redesign
New practice startup
Growth / expansion planning
Turnaround / performance recovery
Assessment type needed
Select…
Initial assessment / gap analysis
Ongoing advisory support
Project-specific consulting
Interim management coverage
