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What should you expect in three steps?

1. You send a short note or pick a time. Say the practice type, the city, and the problem in staff language. Do not include patient names, dates of birth, record numbers, phone numbers, photos, or screenshots.
2. On the call, you and Jennifer match the problem to an offer. The usual first paid step is the Practice Audit. If you already know the desk runs and you want an AI question answered, the AI Audit can be the first step.
3. You get a written next step. If you do nothing, nothing is billed.

The calendar embed is not turned on in this preview. A blank booking frame is worse than a clear note. Use the form, the phone, or the email. When a real calendar is confirmed, it will replace this note.

What will you not be asked to send?

Patient information. Insurance cards. Full schedules with names. Portal screenshots. PXC's no-PHI policy is the rule for the call, the audit, and every form on this site.

PXC is headquartered and based in Bradenton, FL. All work is virtual nationwide. No street address is published. Service areas: Bradenton, Manatee County, Sarasota, Lakewood Ranch, Tampa Bay, Florida, and nationwide. See where we work.

What should you have in front of you?

The city of the practice, about how many providers you have, and one sentence about the worst hour of the week. If you ran the screener, say which lines you checked. If you have a count already, bring the count, not a spreadsheet full of names. Jennifer would rather hear "we still had 14 callbacks open on Thursday" than a story about a single patient.

If you are a manager booking the call for an owner, say so. The work needs both of you later. The call can start with one of you. You will not be read a script about urgency. The next step is either a paid offer at the price on the site, the free screener, or a no.

Questions people ask