Where we start
The problem you want help solving, the people involved, and the records we agree are needed. Share only what the work requires.
Service 05 · Assessment
Business Integrity Evaluation
You know something needs to change, but where do you start? Ludara’s Business Integrity Evaluation is a practice operations audit: a focused review of workflows, technology, documentation, and everyday risks. You get a prioritized improvement roadmap that explains what needs attention, who should be involved, and what to do next.
Practical help
What this can cover
- A review of the day-to-day work we agree to look at
- Technology, security practices, and who has access to your systems
- Missing or outdated documents and questions for your qualified advisors
- A list of operational risks and problems to address
- Prioritized improvement roadmap
Two different starting points
Choose the depth of review you need.
Free · Self-guided
Practice Operations Health Check
Answer the questions yourself in roughly 10 minutes. You’ll get an immediate summary of the areas of your practice that may need a closer look.
Take the free health checkPaid · Agreed review
Business Integrity Evaluation
A review of how your practice works, with a prioritized improvement roadmap to help you decide what to do next. We review the records and workflows we agree on with you. This is a review by Ludara, rather than a questionnaire you complete yourself.
Discuss the evaluationSee what the evaluation covers and which questions need qualified advisors →
Does this sound familiar?
This may help if…
- You can feel the strain, but you’re not sure what’s causing it.
- Several systems need attention and you need help deciding what comes first.
- Growth, a transition, or a possible sale has made missing records harder to ignore.
- Different vendors have offered advice, and you’re unsure which changes matter most.
Make the work visible
See what comes first.
This sample roadmap shows how priorities could look in a fictional mental health group practice. It is an example, not a client result. We agree on the work for your practice before starting.
Illustrative sample 02
A prioritized improvement roadmap
For this fictional practice, first agree on who does what. Then build the steps and try them together.
Priority 1
Decide who takes the next step
- What we found
- Administrative requests keep returning to the practice owner because no one knows who handles them next.
- What to do
- Agree on who handles each step and who covers when they’re away.
- Who handles it
- Practice manager, with practice-owner approval
- What comes first
- Confirm which decisions the team can make and when they need to ask for help.
- How to check it’s done
- Try the steps with a fictional request. Each step has a responsible person and a way to ask for help.
Priority 2
Make onboarding repeatable
- What we found
- New team members receive different setup instructions depending on who helps them.
- What to do
- Build a shared checklist that names who handles each task and records when it’s done.
- Who handles it
- Practice manager and person responsible for account access
- What comes first
- Agree on roles and approved access before setting up accounts.
- How to check it’s done
- Try the checklist with a fictional team member and fill in any missing steps.
Priority 3
Keep track of unfinished work
- What we found
- Unfinished tasks are scattered, making it hard to see what still needs attention.
- What to do
- Keep one shared list of unfinished tasks, next steps, and responsible people.
- Who handles it
- Practice owner and practice manager
- What comes first
- Start with the unfinished tasks found when trying the request and onboarding steps.
- How to check it’s done
- Every unfinished task has a next step, a responsible person, and a time to review it.
One step at a time
How we work together
Agree on what to review
Choose the questions, systems, locations, and records we’ll look at together.
Look at how things work now
Review the agreed workflows, system access, documents, and problems that keep coming up.
Identify who can help
Separate practical operational changes from questions that need legal, financial, clinical, employment, privacy, or security expertise.
Put the next steps in order
Prioritize the work by its importance, effort, and what needs to happen first. Name the person responsible and when to review progress.
Clear responsibilities
What this service covers
This review covers practice operations. It does not provide a legal opinion, financial audit, security certification, clinical review, or compliance determination. Those questions need the appropriate qualified advisors.
Let’s find a starting point
You do not need to solve everything at once.
Tell us what needs your attention. We can talk through the service that fits, or you can start with the free health check if you’re still figuring it out.
Talk about this service