Our approach
A clearer path from exploration to preparation.
Four stages, each built around the questions that matter at that point. The pace is set by your practice, not by a template.
How it works
Conversation first, plan second.
The sequence below describes how we organize the work. It is not a fixed package with a fixed length, and the scope of any engagement is agreed with you rather than assumed here.
Some physicians work through all four stages. Others get what they need from the first conversation and decide that this is not the right moment. Both are reasonable outcomes.
- Discovery
Understand your starting point
We begin with your practice as it actually operates today rather than a generic model. What is prompting the question matters as much as the numbers.
Questions covered
- How is the practice paid today, and by whom?
- What is prompting you to look at this now?
- What would you want to be different a year from now?
- What constraints are you working within, including partners, employment, and facility relationships?
- Options education
Explore your options
We work through what the available pathways actually mean, using consistent vocabulary so that separate decisions stay separate.
Questions covered
- What does Medicare opt-out involve, and is it relevant to your patient mix?
- What would moving away from commercial insurance require of you?
- How do direct-pay, membership, and hybrid arrangements differ in practice?
- Which questions belong with your attorney, accountant, or billing adviser?
- Transition planning
Plan the transition
A plan is a set of assumptions made visible. We help you write them down so you can test them before you rely on them.
Questions covered
- What sequence and timing make sense given your agreements and your calendar?
- What pricing assumptions is the plan resting on?
- What has to be true for the plan to work, and what happens if it is not?
- What would cause you to pause or reconsider?
- Practice preparation
Prepare your practice
Preparation is where most of the work sits: the workflows, the documents, the team, and the patient conversation.
Questions covered
- What does the front desk say when a patient asks what this costs?
- Which documents, policies, and workflows need to be updated first?
- Who on the team owns which part of the change?
- How will you know in the first months whether the plan is holding?
Financial transition
Plan for the financial transition.
Payment change affects when money arrives, not only how much. That timing question deserves attention early.
- Understanding what the practice actually costs to run today, including the cost of billing and collections.
- Separating fixed costs from costs that move with volume.
- Building cash-flow assumptions for a period when revenue timing changes.
- Identifying the point at which the practice would need to revisit the plan.
- Knowing which of these questions belong with your accountant rather than with us.
OptOutMD does not provide lending, underwriting, or financial forecasting services, and nothing on this site should be read as an offer of credit or a projection of results.
Begin with the first stage.
A short note about your practice is enough to start. We will follow up to discuss an appropriate next step.