Our process

Our process sets Momentum Medical apart from traditional healthcare business consultants. We recognize that no two practices are the same, which is why we do not believe in one-size-fits-all solutions. We also understand the hesitation that can come with outsourcing—many consultants never truly learn how your practice operates because they never step inside it. At Momentum Medical, we take the time to understand your workflows, your team, and your goals. Whether you are launching a startup or have been serving patients for decades, we provide tailored solutions designed to move your practice forward.

Discovery Call

The discovery call is an opportunity for us to get to know your practice and ensure we’re a good fit for one another. We’ll discuss your concerns, explore your goals, and gain a clear understanding of how your practice currently functions. After the call, you’ll receive a tailored proposal designed to support your practice’s unique needs and future growth.

Onboarding

Onboarding is where everything comes together. We’ll walk you through our process, review timelines, collect any remaining details, and set you up in your Momentum Membership Dashboard so you feel confident and supported from day one.

Evaluate

The evaluation stage is where we truly get to know your practice. Our team works onsite alongside your staff, observing daily operations and listening to your team’s perspective. This allows us to identify real pain points and design solutions that support your people, strengthen your workflows, and move your practice forward with intention.

Train & Implement

Following our onsite observations, we meet with leadership to review our findings and recommendations. From there, we work directly with your team to provide targeted training and skill development that supports sustainable growth. We communicate the action plan clearly so everyone understands their role in the process. Our support extends through implementation—whether that includes developing new policies, assisting with CRM setup, or creating compliance and training programs for your staff.

Grow

This is where growth begins. With systems in place and your staff confident and trained, you’ll be able to track performance and watch your practice move forward. Momentum Medical continues to support you along the way—whether that means fine-tuning processes or revisiting strategies to keep you on the right path.

We can't wait to help you grow!

Deliverables

• Market Research

• KPI Tracker

• Annual Marketing Plan

• Business Plan

• Staff training resources

• audit report

• workflow mapping

• patient experience map

• scripting

• compliance training

• templates

• plan of action

The number of new patients my practice was seeing after the patient experience training doubled! The staff is much happier, and so are our patients! We have received more reviews in the first 6 months of working with Momentum Medical than we did our past 10 years combined. I can't recommend momentum medical enough!

★★★★★

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