STEP 1 OF 6 About You & Your Business Basic details about you and the business.
Which best describes you?* Select one… Solo healthcare practitioner (physician, dentist, therapist, chiropractor, etc.) Healthcare group practice / multi-provider Healthcare-adjacent business (med spa, wellness, diagnostics, home health, etc.) Founder-led startup Founder-led small business / owner-operator Other
Do you have a website?* Select one… Yes No
Website link*
Which is true?* Select one… I'd like to have one I have one, but I'd rather not share the link
Current legal entity type Select one… Sole Proprietorship LLC PLLC / PC (professional entity) S-Corporation C-Corporation Nonprofit Not yet formed Not sure
Time in operation Select one… Pre-launch / just starting Less than 1 year 1–3 years 3–10 years 10+ years
Team size (including you) Select one… Just me 2–5 6–15 16–50 50+
STEP 2 OF 6 How the Business Currently Operates This becomes the "what is true" baseline Servare Opus works from — the honest current state, not the goal state.
How are day-to-day operations currently managed?* Select one… Mostly manual / ad hoc Spreadsheets and email Some software, but disconnected systems Mostly systematized with documented processes Fully systematized and automated
Do you have written policies or standard operating procedures (SOPs) for your core processes? Select one… None A few informal notes Some documented Fully documented and current Not sure
Where is the biggest current strain?* Select one… Scheduling / intake Billing & payments Staffing & delegation Client records & documentation Vendor / contractor management Regulatory compliance Technology / systems Financial operations & bookkeeping Growth / scaling infrastructure Other
How would you describe your recordkeeping overall? Select one… Well organized Adequate but inconsistent Disorganized Not sure
STEP 3 OF 6 What's Prompting This Consultation This tells Servare Opus "why it matters" — the real motivation and urgency behind the request, which shapes how the conversation gets prioritized.
What's driving you to reach out now?* Select one… A specific problem needs fixing Preparing for growth / scaling Preparing for a sale, merger, or succession A compliance concern or deadline General operational health check / second opinion Just exploring options
Urgency Select one… Immediate / time-sensitive Within the next month Within the next quarter No specific timeline
Has this issue already caused a real business impact? Select one… Yes, significant impact already Some minor impact Not yet, but I'm concerned it will No impact yet — purely proactive
Share more, in your own words
STEP 4 OF 6 Known & Suspected Requirements This flags "what is required" — regulatory or legal ground Servare Opus will confirm rather than assume.
Are you aware of specific regulatory, licensing, or compliance requirements relevant to this issue? Select one… Yes, I know exactly what applies I have a general sense Not sure — that's part of why I'm reaching out Not applicable, to my knowledge
Employment law (staff / contractors) Select one… Applies and we address it Applies, but unsure how well we address it Not sure if it applies Not applicable
Data privacy / cybersecurity Select one… Applies and we address it Applies, but unsure how well we address it Not sure if it applies Not applicable
HIPAA / patient privacy relevance Select one… Applies and we address it Applies, but unsure how well we address it Not sure if it applies Not applicable
State professional licensing board rules Select one… Applies and we address it Applies, but unsure how well we address it Not sure if it applies Not applicable
Contracts & vendor agreements Select one… Applies and we address it Applies, but unsure how well we address it Not sure if it applies Not applicable
STEP 5 OF 6 What You're Hoping to Get From This Consultation Your stated goal — the recommendation and implementation plan get built from an actual assessment, but this tells Servare Opus what success looks like to you.
What would make this consultation a success for you?* Select one… A prioritized action plan A specific policy or document drafted A full audit of a process An outside second opinion Ongoing advisory support Not sure yet — I need help figuring that out
Preferred engagement type Select one… One-time project Ongoing monthly advisory Not sure yet
Budget range in mind (optional) Select one… Under $2,500 $2,500 – $10,000 $10,000 – $25,000 $25,000+ Prefer not to say / need a quote first
STEP 6 OF 6 Logistics Last details, then you'll get a preview of your consultation prep brief.
Preferred meeting format Select one… Video call Phone call In-person No preference
How did you hear about Servare Opus? Select one… Referral Web search Social media Professional network / association Other
Anything else Servare Opus should know before the consultation?