Finding Solutions for Your Practice

Expert Guidance for Smarter Practice Decisions

Navigate complex administrative, operational, and growth decisions with confidence. Our professional consulting services provide clear, actionable guidance so you can move forward efficiently– without costly trial and error.

Now Accepting New Clients!

Includes:

  • Live 45-minute Zoom call
  • Verbal guidance and recommendations

Please Note:

  • No pre-call intake or preparation
  • No document or system review
  • No written follow-up or action plan

Intake & Billing Consultation Services

These consultations focus on optimizing your front-end systems, billing workflows, and overall client experience.

Includes:

  • Pre-call intake questionnaire
  • 60-minute Zoom strategy session
  • Review of intake, billing, and payment workflows
  • Written follow-up summary with action steps

Common Topics Included:

  • Intake workflow optimization (from inquiry to first session)
  • Insurance vs private pay strategy
  • Billing process troubleshooting
  • Fee collection policies
  • No-show and late cancellation policies
  • EHR and system efficiency recommendations

Includes:

  • (2) 60-minute strategy calls
  • Intake workflow review and recommendations
  • Billing and payment process optimization
  • Written summary and implementation checklist
Includes:

  • (3) 60-minute strategy calls
  • Full intake and billing workflow audit
  • Insurance and private pay strategy guidance
  • Policy review (fees, cancellations, collections)
  • Scaling and efficiency recommendations
  • SOP-style written summary

Credentialing Consultation Services

Credentialing consultations are designed for clinicians and group practices who want to manage credentialing themselves — with expert guidance to avoid delays, errors, and unnecessary stress.

Includes:

  • Pre-call intake questionnaire
  • 60-minute Zoom strategy session
  • Insurance panel prioritization guidance
  • Timeline expectations and next steps
  • Written follow-up summary

    Common Topics Included:

    • Individual vs Group NPI guidance
    • CAQH setup and maintenance
    • Panel selection strategy
    • State-specific considerations
    • Transitioning from individual to group credentialing
        Includes:

        • (2) 60-minute strategy calls
        • Step-by-step credentialing roadmap
        • Panel prioritization strategy
        • Application readiness checklist
        • Limited email clarification between calls
        Includes:

        • (3) 60-minute strategy calls
        • Individual vs Group credentialing strategy
        • Multi-provider rollout plan
        • Insurance panel expansion guidance
        • Documentation and tracking system recommendations
        • Written credentialing workflow outline
        Consultation Services

        Important Notes

        • Consultation services are advisory only.
        • TPS does not submit applications, contact insurance panels, or perform administrative work as part of consultations, but we are happy to do so through our credentialing and administrative services!
        • Implementation is the responsibility of the client.
        • Ongoing VA, billing, or credentialing services are available separately if support is needed.

        Booking & Next Steps

        Interested in learning more? Let’s connect to determine whether our services align with your needs!

        After selecting the appropriate service, we’ll complete the required forms and schedule your consultation call(s). We look forward to helping your practice move forward with clarity and confidence !