The HealthHaven Method: IROI

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Step 1:

Initial Analysis

Timeframe: 24-48 hours

The Process:

– Agree on the analysis.

– Review Accounting, EMR, and EHR systems.

– Assess the client’s financial and operational setup.

Step 2:

Review

Timeframe: 45 minutes to 1 hour (Zoom call)

The Process:

– Discuss initial findings.

– Review specific needs and tax requirements.

– Present solutions, costs, and service proposal.

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Step 3:

Onboarding

Timeframe: Starts after Step 2’s follow up review

The Process:

– Set up a secure client portal.

– Collect documentation and data to start services.

– Schedule ‘Go Live’ date over 6 weeks of meetings to gather information.

Step 4:

Implementation

Timeframe: 6 weeks (weekly meetings)

The Process:

– Currently processing work.

– Hold weekly meetings for process improvements

– Provide financial and operational data.

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Continued Work:

Ongoing Support and Maintenance

Timeframe: Biweekly calls (45 minutes), monthly reports

The Process:

– Conduct biweekly calls to review progress and plan needs. – Provide monthly performance reports.
– Offer support and recommendations for optimization.

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