Step 1 of your REV DE$K™ path · no dollars · no NDA yet

Clinic Signal Map

Answer at your pace on phone or desktop. Soft answers get a soft plan. Honest answers get a sharp plan sized to your chairs, front desk, and clinical system. Finish when ready — then thank-you → mutual confidentiality → private pack.

Save as you go EN · LatAm ES ready HIPAA-aware lane Clinical system tandem

A · Identity

Who we are talking to

Practice name and decision-maker. Template fields — swap for the real practice.

Practice / DBA name How patients know you. Type of practice counts as type of business.

Yearly revenue (required to proceed)

Primary contact · title

Best phone

Email (required to proceed)

Website

Service area / cities

B · Practice shape

Chairs, providers, hours

So we size capture and calendars correctly.

Locations

Providers (providers / MAs)

Physical office hours Digital coverage can be 24/7/365 even when the shop is closed.

Main services (check all that apply)

C · Demand & leaks

Where new patients appear — and disappear

This is the money map. Truth > polish.

How new patients find you today

After-hours / missed-call pain (1–10)

Where opportunities die

Rough new-patient volume / month Range is fine. Discussed privately — not published.

D · Front desk · check-in · clinical system

What you already run

We connect by API in tandem — your clinical system stays the source of truth.

Clinical system / PMS you use Name optional on first send — “Athena / eClinicalWorks / Epic / other / other” is enough.

How patients check in today

Interest in self check-in + waiting-room concierge

Must-have Want it Later Unsure

Other tools (phone, SMS, email, reviews, calendar)

E · Trust · HIPAA-aware lane

Regulated practice posture

We never claim “HIPAA certified.” Architecture language only when safeguards are real.

Law on this pack: Minimum-necessary for scheduling/check-in. Clinical questions route to authorized staff. No PHI in marketing creatives.

Do you need HIPAA-aware architecture for this engagement?

Yes — required Likely Unsure

BAA / compliance notes (optional) Who handles BAAs today? Any vendor already under agreement?

OK that engine vault holds new-patient / active pipeline only (not your full chart archive)?

Yes — that is correct Discuss on call

F · Language & floor

How your floor should sound

Languages needed

English Spanish (LatAm) Other

Who closes high-ticket consults today?

G · 90-day outcome

What “working” looks like

In 90 days, what must improve?

What must stay under your control?

Interest areas (choose all that apply)

Practice site Site + chat Chair Capture / Growth Revenue Department (check-in + HIPAA path + dental API) Not sure — advise me

H · Consent

Finish when ready

Discovery only — not a contract. Investment is sized on the walkthrough.

OK to contact me by call, text, or email about REV DE$K™ paths for this practice. Message/data rates may apply; reply STOP to opt out; HELP for help. I understand this is discovery only — not a guarantee of outcomes, and not “HIPAA certified” language.

After Finish: thank-you → mutual confidentiality → practice films / soft proposal. Prices stay off this sheet.