How it Works

How do you determine if the Specialdocs approach is going to work for my practice?

Our first priority is your success. That’s why the first step of our process is a customized and thorough evaluation of your practice.

We start with several in-depth conversations with you and those important in your life as the foundation of our partnership. Specifically, we look at:

  • You


    What’s your longevity in the community? Do you have name recognition? Do you have a strong connection to your patients? Are they loyal to you?

  • Your Patients

    Your patients

    What are the demographics of your current patients? What are the market demographics in your area? What’s the age distribution of your panel? And what’s the payer mix?

  • Your Practice

    Your practice

    What is your current patient panel size? What’s the status of your income/cash flow? What can we learn from the competitive landscape? How competitive is the market?

The process of the evaluation varies from physician to physician, but typically includes these critical steps:

Initial Call
Practice Survey
Preliminary Assessment
Analyze Patient and Financial Data
Practice Visit
Patient Survey
Internal Committee
Deliver Proposal
Begin Transition Phase
  • Step 1 Initial Call
  • Step 2 Practice Survey
  • Step 3 Preliminary Assessment
  • Step 4 Analyze Patient and Financial Data
  • Step 5 Practice Visit
  • Step 6 Patient Survey
  • Step 7 Internal Committee
  • Step 8 Deliver Proposal
  • Step 9 Begin Transition Phase

Once we’ve determined that transitioning is the right move, what does the process look like?

Our three-phased approach fosters honest communication, consistent collaboration, and remarkable results.
  • Phase I Create practice vision and develop messaging
  • Phase II Define and launch the practice
  • Phase III Build the practice and design a long-term plan

So, after the transition process is complete, what happens next?

We offer a range of consulting services, such as membership management, financial processing, ongoing regulatory review, and practice maintenance as well as growth initiatives. In fact, in the last two years, 100% of our physician clients have extended their relationships with us.