The Problem
Most agencies don't discover how fragile their operations are until an audit, a payer review, a complaint, a resignation — or growth itself — exposes the gaps.
Your EHR records what happened. It doesn't run anything. Every dollar an agency leaks, it leaks in the space between EHR entries — referral follow-up, authorization deadlines, credential expirations, onboarding, supervision schedules, audit prep. We systematize that space: not with advice, but with working infrastructure that runs today inside our own accredited organization.
Where Is Your Agency Right Now?
Three stages. Every agency is in one of them. Find yours.
- Did an authorization lapse this quarter — and cost you a month of unbillable service?
- Are you finding out about expired credentials after the fact?
- Would an audit letter tomorrow send your team into a week-long scramble?
- Is your agency still run on texts, spreadsheets, and memory?
- Does every critical process live in one person's head — probably yours?
- Does quality depend on individual heroics instead of reliable systems?
- Systems built — but drifting the moment no one's watching?
- Growing into a new site, service line, or accreditation cycle?
- Need executive-level operations leadership without the executive salary?
Answered yes to any of these? That's not a failing agency — that's a growing one without an operations department. It's exactly who we built this for.
How We Work
Every engagement starts with a diagnostic. The roadmap does the rest.
Readiness Assessment
A structured diagnostic of your clinical operations: scorecard, compliance-risk findings, documentation quality review, workflow gap analysis, supervision and staffing review — delivered with a prioritized implementation roadmap in two to three weeks.
Operations Buildouts
Configured workflow platforms for intake, authorizations, staffing, documentation tracking, and QA — with automations, leadership dashboards, SOPs, and staff training. From platform setup to full operations buildout with policy libraries and rollout.
Accreditation Readiness
Standards gap analysis, mock survey with findings report, corrective roadmap, and survey-week preparation — led by founders who have taken their own organization through two Joint Commission cycles with all services surveyed.
Ongoing Support & Fractional Leadership
Monthly operations support retainers, quarterly data and outcomes reporting, and fractional clinical-operations executive leadership — accreditation-tested guidance at a fraction of a full-time hire.
Policies, Credentialing & Enrollment
Operationalized policy and procedure development, payer and LME/MCO enrollment application support, clinician credentialing packages, and ongoing credential tracking.
Training & Templates
Staff and leadership workshops on documentation quality, audit readiness, and operational accountability — plus de-identified policy, SOP, and workflow template licenses for agencies that want to start with the tools.
Facing the RB-BHT transition?
North Carolina's proposed policy changes are reshaping staffing, credentialing, and supervision requirements for RB-BHT and related service lines. Our RB-BHT Transition & Operations Readiness assessment shows you exactly where your services stand, what your exposure is, and whether to continue, restructure, or adapt — framed in your agency's own numbers, before the clock runs out.
Request a Transition AssessmentTransparent Pricing
Flat fees, published. Every engagement starts small, and every dollar of the entry step credits forward.
Discovery Session
90-minute structured operations interview, a map of your current workflow, and a written summary of pain points. Credited in full toward a Readiness Assessment within 30 days.
Readiness Assessment
Operations scorecard, compliance-risk findings, documentation review, workflow gap analysis, supervision review — and a prioritized roadmap, in 2–3 weeks.
Workflow Platform Buildout
Configured boards for intake, authorizations, staffing, documentation, and QA — automations, dashboards, SOPs, training, and 30 days of support. Billed in thirds.
Full Operations Buildout
The platform plus policy & SOP library, documentation templates, staff training rollout, QA installation, and leadership coaching through go-live. Billed in thirds.
Operations Support Retainer
Monthly workflow updates, dashboard review, documentation QA, and — at the executive tier — fractional clinical-operations advisory. Three-month minimum.
Workshops & Templates
Staff and leadership training per agency, and de-identified policy, SOP, and workflow template libraries with walkthrough videos.
À La Carte & Specialty Services
For agencies that need one capability without the full engagement. Sold alongside or after the core path — several are already included in the buildout tiers.
$15,000–$25,000 full readiness program
$7,500 full agency P&P manual
$350 per clinician file · $500/mo tracking
$5,000/mo embedded
$2,000 day rate
Milestone billing on all buildouts — engagement, mid-build, delivery — matched to how Medicaid agencies actually cash-flow. Specialty engagements are scoped in writing before work begins; no custom scopes below published floors.
Subject-Matter Expertise
The Agency Standard was not designed in a conference room. Its systems run today inside a Joint Commission–accredited behavioral health organization of roughly sixty personnel — eight credentialed sites, four managed-care networks, multiple states, and multiple federal and school-system relationships.
Leadership & Team
Clinician-executive and founder of two behavioral health organizations, including a Joint Commission–accredited multi-site provider. Doctoral training in rehabilitation counseling and counselor education; faculty appointments at five universities; two decades spanning direct service, clinical supervision, Medicaid operations, accreditation leadership, and program design. Travis leads assessment, accreditation, and clinical-operations strategy.
Chief Operating Officer of an accredited multi-site behavioral health organization, with multi-state clinical licensure and supervisory credentials. Cheryl's strengths run through the operational core of this work: clinical supervision systems, documentation quality, compliance operations, staff onboarding and accountability structures, and the day-to-day discipline that keeps an agency audit-ready. She leads implementation quality and operational design.
Platform & AI-systems engineering: monday.com workflow architecture, automation design, billing and eligibility-verification workflows, authorization tracking, CRM and dashboard builds, and AI-assisted documentation-quality tooling — with prior builds including the operations system for a national clinical lifestyle-medicine program, and the live platform running inside our own accredited organization. Engineered in production, not in a demo.
Practice operations & implementation: referral triage across waiver and outpatient service lines, client enrollment and consent workflows, scheduling coordination with managed-care care managers, and caseload operations on the platform itself — implementation led by operators who run these exact processes daily, including national clinical-program operations and client-conversion experience.
Consultants configure software or leave recommendations. This team installs operations — and runs the agency the systems came from.