Operational modules

Thirty modules.
One operating system.

Each answers a question operators actually ask, benchmarking, financial modeling, staffing, exit planning, operator-grade tools, not slide decks.

30 live modules · four categories · more in active build.

Built for PT economics, proprietary benchmarks, every figure labeled by source.

01 · Financial & Ops

Know the numbers cold.

The daily operating loop, the read, the money you're leaving, and the target you're working back from.

Operator
KPI Dashboard
The nine metrics that move your clinic, units per visit, net revenue per visit, cancel + no-show, core direct units %, AR days, denial rate, first-pass rate, EBITDA margin, and length of stay, each tracked against a named industry reference or a stated PT—DASH operating target, with banding that tells you what's healthy, what to watch, and what's bleeding revenue.
Operator
Revenue Analyzer
Find where your revenue is leaking, by payer. Edit your payer mix and rates to see blended NRPV in real time and identify which contracts drag your average down, and by how much, then break down your CPT code mix at your real per-payer rates. For payer-specific negotiation strategy, see Payer Contract Guide.
Operator
How to Read a P&L
Interactive financial education for operators who want to understand their numbers, not just glance at them. Walks line-by-line through a real PT clinic P&L and what operator-grade ranges look like.
Operator
Goal Planner
Start from a target, a revenue number, a margin, or an exit price, and work backward to exactly what it takes, grounded in your real current numbers rather than a wish.
Operator
Clinic Profile
One source of truth for your clinic's numbers. Enter your inputs once and every calculation, forecast, and recommendation across the platform trusts them.
Operator
Staffing Model
Size your team and find your throughput ceiling. A minutes-based capacity model against your actual volume, with utilization banding, a hire signal, the binding constraint, and the levers, in visits and dollars.
Operator
Cash Flow Forecast
Profit is not cash. Projects your bank balance six months out from cash on hand, collections, payroll, and rent, and names the first month you would go negative while there is still time to act. Your own figures, no cash-buffer benchmark.
02 · Revenue Cycle

Collect what you've earned.

From payer terms to the cash that never made it in the door, the mechanics of getting paid.

Growth
Payer Contract Guide
Know who you're dealing with and what to demand. Scores your payers A–D on reimbursement, claim friction, and terms; surfaces red-flag clauses; and includes an out-of-network decision framework that pinpoints which payers are actually worth dropping. One renegotiated contract can be worth more than a year of small optimizations.
Operator
Billing Reference
The outpatient PT billing facts you actually need: CPT codes with current Medicare rates, modifier reference, the 8-minute rule, KX threshold, and MPPR logic. Updated for CMS 2026.
Operator
AR Recovery
Collect the money you've already earned. Reads your AR aging against benchmark, checks net collection rate vs the 95% target, and diagnoses whether the leak is front-end, claims, or follow-up, with a prevention-to-cadence playbook.
Growth
Patient Acquisition
Know what a patient is worth and what you pay to get one. Computes PAC, LTV, and the LTV:PAC ratio with healthy bands, plus spend as a % of revenue, and whether a soft number is an acquisition problem or a retention one.
Growth
Reactivation
Win back lapsed patients, the third R. Sizes the revenue and ROI of a win-back campaign to your dormant panel, with a TCPA-aware, patient-first playbook.
Operator
Outcomes
Prove the care works. Enter intake and discharge functional scores for a sample of discharges and track average functional change and how often it clears the MCID you set. What payers reward, referrers notice, and MIPS counts, measured once.
Operator
Eligibility & Benefits
Stop the denials before they happen. Estimates the leak from unverified benefits using your own volume, verification rate, and cost per miss, and shows what each point of verification is worth. Includes what to check before the first visit and how to track authorizations.
03 · People & Culture

Read the team before you
manage one person.

The hard 1:1, the retention signal, the hire, and the comp call, framed before the conversation, not after.

Operator
Personnel Alignment
A structured framework for the hard 1:1 when a team member's behavior, performance, or fit is misaligned. Classifies the situation, recommends a path, and produces concrete scripts. Use it before the conversation, not after.
Operator
Team Calibration
Map the whole team before you manage one person. Rate everyone on performance and potential, plus a values flag, to see your stars, core, who to develop, and who's at-risk, each with a grounded play. Names stay scoped to your account.
Operator
Team Pulse
The reasons people leave show up long before they quit. Run a short anonymous survey on the six drivers that predict retention, workload, recognition, growth, leadership, schedule, pay, and read your team before someone walks.
Growth
Compensation Strategy
Pay decisions, not pay calculations. Models per-provider compensation across base, bonus, and benefits, surfaces total cash comp and true loaded cost, and benchmarks against state-level BLS data.
Growth
Interview Framework
Hiring decisions are made in 45 minutes and paid for in 18 months. A structured PT interview with weighted scoring per role and a benchmark against your current team, operator-tested questions and scenarios.
Operator
Meeting Briefs
Your meeting-prep operating system. Turns your own commitments, recent wins, and stalled items into a tight set of talking points, and helps you set the review rhythm your team can count on. Hands the hard conversation to Personnel Alignment.
Growth
Credentialing
Put a number on the gap where a new hire cannot bill yet. Sizes the revenue exposure of the credentialing lag, splits it into what is truly lost versus recoverable, and tracks the dates so an existing credential never lapses.
Growth
Staff Ramp
The true cost of a hire is more than salary. Sizes the ramp shortfall while a new clinician builds to a full caseload, which is what a shorter onboarding buys back, and tracks the license and CEU dates that sideline a clinician if they lapse.
04 · Growth, Space & Exit

Build toward the number.

The forecast, the room you already have, the expansion decision, and the exit, what it's worth and how to get there faster.

Growth
Growth Forecast
Project your clinic's three-year trajectory across conservative, target, and aggressive scenarios, or flip it and reverse-solve from a target enterprise value or EBITDA. Generates an investor-grade narrative from your live forecast, de novo planning included.
Operator
Scheduling Optimizer
Full schedules still waste capacity. Surfaces the utilization you already have and the visits you're capable of seeing, plus lapsed and at-risk patients cooling off mid-plan.
Growth
Space & Lease Optimizer
Make your square footage work harder. Analyzes visits per square foot, reads how many providers your space and rooms actually support, models sublease scenarios for underused space, and frames lease-renewal decisions against current and projected utilization.
Growth
Expansion Planner
Expansion magnifies your strengths and your mistakes. A grow-vs-relocate-vs-stay comparison built from your current-state numbers and net-new inputs, plus a site and market-fit read on whether the market supports the move, so you know you're ready before you sign.
Growth
Referral Playbook
Referrals follow relationships. A two-layer system: operator-voice patient-advocacy scripts and a 30-day sprint, plus a physician-relationship rubric scored on the four factors that compound.
Growth
Exit Prep Toolkit
Know what you're worth, and get there faster. Valuation modeling, the normalization adjustments buyers will make, a headline-to-net waterfall, and reverse-diligence prep, whether you're six months or five years out.
Growth
Front Desk Funnel
See how many patients you lose before anyone arrives. Tracks inquiries to bookings to arrivals, names the step that leaks most, and prices the leak against your own value per eval. Usually the cheapest growth you have.
Growth
Value-Based Care
Get ready for the value conversation. A six-part readiness check, outcomes, cost per episode, completion, quality data, an access story, and a payer to talk to, that shows your stage and the next piece to build. Where Outcomes ultimately points.
In active build

More on the way.

The next modules in the queue, same operator-grade bar, built from inside the work.

Student Onboarding System Meeting Structure & Templates SOP Library Website Audit Framework Clinic Messaging & Positioning New Clinic Evaluation Guide M&A Landscape
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One operating system.
Every call you have to make.

Get started with better decisions today. Direct line to the team.

14-day trial, then $349/clinic per month. Cancel anytime.