Find the work your practice should stop doing manually.
Your team juggles the EHR, the scheduling system, the phone, and a fax machine that refuses to die. Every manual handoff costs staff time and patient experience. We analyze how work moves through your practice and give you a prioritized plan for fixing it, scoped around privacy and compliance requirements from day one.
Fixed fee: $1,500. Delivered in seven business days. The roadmap belongs to you whether or not you hire us to build it.
$24K to $25M
ARR scaled at a health-tech company
13 years
Building and operating businesses
$200M
Real estate portfolio operated
1,400+
Units under management
The friction shows up in the same places at almost every practice.
- New patient inquiries that wait hours for a response while the caller books elsewhere
- Intake forms completed on paper and retyped into the EHR
- No-shows that a reminder sequence would have prevented
- Refill and lab follow-up tracked in someone’s memory or a sticky note
- Patients who lapse after a first visit because nobody re-engages them
- Reporting that requires manual exports from the EHR and billing system
- Front desk staff answering the same ten questions all day
A practical plan for running a more efficient business.
Workflow Inventory
A documented view of the recurring processes creating the most friction across your business.
Opportunity Scorecard
Eight to fifteen opportunities ranked by business impact, implementation cost, effort, risk, and expected return.
Time and Financial Estimates
Estimated weekly hours saved, annual labor value, capacity improvements, potential revenue impact, and ongoing software costs.
Recommended Tools
Practical software and automation options selected around your existing systems, team, budget, and security requirements.
90-Day Roadmap
A clear order of operations showing what to implement first, what should follow, and what can wait.
Implementation Budget Ranges
Realistic estimates for the cost and complexity of executing each recommendation.
Executive Findings Presentation
A 60-minute session where we walk through the findings, explain the priorities, and answer questions.
Complete Written Playbook
The finished roadmap belongs to your business whether or not you hire SMB Automation to implement it.
Opportunities we typically find in healthcare and wellness practices.
Patient and lead intake
Digital intake that flows into your systems without retyping, and inquiry response that happens in minutes instead of hours.
Appointments and reminders
Self-serve scheduling where appropriate, plus reminder sequences that measurably cut no-shows.
Lab and refill workflows
Structured follow-up queues so results and refills never depend on one person remembering.
Retention and reactivation
Automated recall and re-engagement for lapsed patients, built around your visit cadence.
Administrative workflows
Document processing, referral tracking, and reporting that runs on a schedule instead of consuming staff hours.
Built by an operator, not a software salesperson.
I was an early employee at a health-tech company that grew from roughly $24,000 in annual recurring revenue to more than $25 million before a Fortune 500 acquisition. I have built technology inside healthcare, which means the audit is scoped around privacy and compliance realities from the start, not bolted on afterward.
JESSE BENDER, FOUNDER, SMB AUTOMATION
Common questions from healthcare and wellness operators.
How do you handle HIPAA and patient privacy?
The audit itself does not require access to patient records; we analyze workflows, not charts. Every recommendation is scoped around privacy and compliance requirements, including whether a tool will sign a business associate agreement.
Do you work with our EHR?
The audit is vendor-neutral and built around your existing systems. We first look at what your EHR and practice management tools can already do, then recommend additions only where they provide a meaningful advantage.
We are a wellness business, not a medical practice. Does this still apply?
Yes. Med spas, therapy practices, chiropractic, dental, and fitness businesses share the same core workflows: intake, scheduling, reminders, retention, and reporting.
Will AI be making clinical decisions?
No. Clinical judgment stays human. The audit targets administrative and communication workflows, and part of every audit is deciding what should not be automated.
What does it cost and how fast is it?
$1,500 fixed, delivered within seven business days after discovery, with a findings guarantee: if we do not identify at least $15,000 in annualized opportunity, we refund the fee and you keep the roadmap.
Find out what is actually worth automating.
Get a clear view of where your business is losing time, what those problems are costing you, and which improvements should come first.
Apply for the Audit →Fixed fee. Vendor-neutral recommendations. No implementation requirement. Findings guarantee.