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Help choosing

Practice Audit or AI Audit: which comes first?

Buy the Practice Audit first if the desk is dropping calls, backing up check-in, or losing visits to no-shows. Buy the AI Audit first only if the desk already has owners and clocks and your question is where a tool would help. You can buy either one. AI still works best on top of a desk that already runs.

How do the two audits differ?

Practice AuditAI Audit
Price$1,500$1,000
QuestionWhat is breaking at the desk, and which three problems should you sign?Where would AI help, and what has to be true first?
TimeAbout 7 to 10 days, with a five-day tallyFive business days from a complete intake
CreditFull credit toward the Reset within 30 days of the findings callNever credited
Next paid step90-Day Medical Front Desk Reset, if you want the three items fixedA quoted implementation, or a recommendation to wait

Which signs point to the Practice Audit?

Staff say the phones are a problem every day. The check-in line is the first thing patients mention. The schedule looks full and still has holes. A new hire cannot run the desk alone. Public complaints mention the wait, the phone, or the front. Those are operations. Start at the Practice Audit. The screener is the free version of this test.

Which signs point to the AI Audit?

You already know who owns callbacks, the line, and the message pile. You want to know whether a tool would help or just add a login. You do not want a second operations audit. Start at the AI Audit or the checklist. If both feel true, do operations first. A tool on a messy desk copies the mess faster.

What if you want both?

Buy them in sequence unless you have a reason not to. Operations first means the Practice Audit, then the Reset if you sign three problems, then the AI Audit when the clocks exist. The combined money is whatever you actually buy. It is not a bundle discount. The only credit in the whole firm is the $1,500 audit toward the Reset inside 30 days.

If a vendor is already in your lobby selling a phone bot, you can still book the AI Audit alone and ask for a written "not yet." That note is useful in the vendor meeting. It is not a war on software. It is a sequence. The screener remains the free way to see which column you are in before you spend either fee. Bring the checked lines to the call if you want them challenged.

Questions people ask

Can I buy the AI Audit without the Reset?

Yes. It is a complete product at $1,000. The findings may still say the desk is not ready for a tool. That answer is useful. It does not force you to buy the Reset.

Can the AI Audit replace the Practice Audit?

No. One measures operations and signs a Top 3. The other looks at readiness for AI. They share the ten dominoes as a map. They do not share a deliverable or a credit.