We help independent practices build sustainable processes, recover revenue leakage, and elevate the patient experience.

We help independent medical, dental, and optometry clinics operate to their potential.

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What's your situation today?

Starting a practice?

We can set up technology and workflows so your practice can be up and running ASAP.

Looking to scale your practice?

We'll observe your practice, define how to streamline operations for scale, and implement workflow/tech changes to get there.

Tackling specific problems?

Whether it's no-show rates, referral processing, or patient reviews, we'll identify the root causes, define how to fix them, and implement our recommendations.

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Practices leak $125k–$250k annually. We help recover revenue in 30-60 days.

30–40%
of inbound calls go unanswered during peak hours
15–20%
no-show rate without active confirmation
5–8%
denial rate from missed eligibility
$32k
recoverable per month at point-of-service for a 42-patient/day practice
$329k
in unfilled appointment revenue annually from a 19% no-show rate
$9k–$12k
saved per front desk staff exit

We observe and map out your practice's entire operation.

We create your unique roadmap based on observed insights and data. We don't recommend generic solutions.

Awareness
Schedule
Visit
Billing
Referrals
Follow Up

We start with what your practice needs, then help you get there.

Advisory Services

We observe your practice onsite, build a tailored evaluation and framework, document your processes, and guide you through technology transformation.

  • Practice Observation

    On-site assessment of your workflows, staff interactions, and patient touchpoints.

  • Front Desk Framework

    Structured evaluation of front desk performance across key operational metrics.

  • Operational SOP Definition

    Documented, standardized processes that reduce errors and survive staff turnover.

  • Tech Transformation

    Identifying and implementing the right technology to automate and scale your operations.

Sage AI Agents
Coming soon

Intelligent agents and analytics that automate operational workflows across the patient journey. Fully managed. Works with your existing EHR and phone system.

  • Appointment Agent

    Autonomous voice and scheduling agent.

  • Real-Time Eligibility Agent

    Automated insurance verification.

  • BI Agent

    Real-time operational visibility.

Real results from clients

As a new practice, we needed systems in place to provide the best care for our patients, so we brought in Tahir as an operational design consultant. He mapped every stakeholder journey, designed empathy-driven workflows that solved key operational issues, and included each team member in the process.

5hrs/patient
Saved in admin work
2x'd
Patient experience value
8 → 1
Days to schedule complex care
Dr. Safi
Physician Owner, ASAD Clinic

Sage Health was instrumental in helping us build out a clear and effective go-to-market strategy for our primary care practice. Their background and deep experience in building healthcare solutions in the modern era provided perspectives and expertise not typically available to early stage practices like ours. They brought structure, insight, and practical execution steps that allowed us to position our services with clarity and confidence. I'd highly recommend them to any practice looking to grow with intention.

Dr. Merchant
Physician Owner, Vertical Health Primary Care

Your success is ours.

We only recommend what truly helps your practice. We don't sell generic out of the box solutions. No long-term commitments.

01
Discovery Call
15–30 minutes · Complimentary
We learn about your practice. You learn how we can help. No pressure.
02
Clinic Onsite
1–4 days · $2k–$5k
We spend time at your practice observing the real work. You'll learn things about your operations you haven't seen — the leakage patterns, the hidden painpoints, the dollars hiding in the margins.
03
Strategic Roadmap
5 days · Included with Clinic Onsite
We create a roadmap based on your goals and our findings, prioritized based on impact to your practice.
04
Active Partnership
Partnership · $5k/month
We implement what it takes to meet your practice's goals, whether it's SOPs, tech implementation, or just a clinic observation.

Let's build together.

Independent practices deserve intelligent practice operations. Get started with a quick conversation.

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FAQ

Do you work with physicians opening their first practice, or just existing practices?

Both. Our ASAD Clinic case study was a brand-new practice — we designed workflows from day one, so they didn't have to fix operational issues later.

How is this different from hiring a practice management consultant or just buying software?

Software vendors sell you a tool whether or not it fits your workflow. Consultants just tell you what to do. We watch how your practice actually runs first, then implement operations and technology that fits.

What happens during the on-site observation? Will it disrupt my patients or staff?

We shadow your team during normal hours (front desk, scheduling, billing, etc) without changing anything. You'll barely notice we're there. We may do short interviews with staff to dive deeper on certain topics.

My practice is struggling — can you actually help? Or is this for practices that are already doing fine?

Yes. Missed calls, no-shows, denials, and collection gaps hit hardest when a practice is already under pressure.