Physical Therapy & Chiropractic Clinics
Higher Margins, Fewer Heroics for PT & Chiropractic Owners
PT and chiropractic clinics live and die on referrals, patient retention, and front-desk efficiency. When the scheduling system leaks, follow-up is inconsistent, or billing workflows are manual, margins erode silently. We fix the operational engine.
Common Symptoms We See
If any of these sound familiar, the Scorecard will pinpoint exactly where profit is leaking and what to fix first.
Referral follow-up is inconsistent; patients fall through the cracks
Patient retention drops off after the first few visits
Front desk processes are manual and error-prone
Billing and insurance workflows create rework and delays
No clear KPIs for visit volume, retention, or referral conversion
Scheduling is reactive rather than optimized for throughput
What We Fix First
Ranked by impact. Implemented in the 30-day sprint.
1Build a referral follow-up system with automated sequences
2Improve patient retention with plan-of-care adherence tracking
3Standardize front desk processes and reduce scheduling friction
4Clean up billing workflows to reduce rework and speed collections
5Implement a weekly scorecard (visits, retention, referrals, billing cycle)
6Set a weekly cadence and delegation structure
Practical AI Quick Wins
Real workflows that remove toil and improve decisions. Not AI theater.
Referral follow-up automation with personalized outreach
Plan-of-care adherence reminders for patients
Billing workflow cleanup and exception alerts
Review generation and response templates
Scheduling optimization based on provider availability and demand
KPIs That Run the Business
These are the metrics we track weekly. When these move, profit moves.
Weekly visit volume
New patient referrals
Referral-to-eval conversion rate
Visit adherence rate (plan-of-care)
Patient retention rate
Average visits per case
Revenue per visit
Cancellation / no-show rate
Days in A/R
Labor cost as % of revenue
What You Get in 30 Days
0-100 Scorecard across 5 focus areas with evidence-based notes
Top 10 Fixes ranked by impact for your specific business
90-day execution plan with owners, weekly metrics, and meeting rhythm
1-3 practical AI workflows deployed and adopted by your team
Weekly operating cadence and dashboards that stick
"No-heroics" playbook so the business runs without the founder in every room
Ready to make margin obvious in your pt / chiro business?
Book the Scorecard call and get your ranked Top 10 Fixes + 90-day plan.