Brass & MeridianBook an audit

Case file 004 · Approach

We become your patient first.

Every engagement begins with the Patient Journey Audit: we go through your practice exactly as a new patient would, and record everything.

Subject
Approach
Territory
United States · Nationwide
Practice types
Private & cash-pay
File status
Open
01 — Audit protocol
01

Search

How you appear on Google, Maps and AI assistants.

02

Website

First impression, clarity, speed, mobile, trust.

03

Booking

Can a patient book at 10pm on a phone?

04

Intake

Forms, insurance, payment — how much friction?

05

Response

We call, text and email. We time the replies.

06

Follow-up

What happens after — or doesn't.

You receive a scored report, screen recordings and a prioritized 90-day plan — yours to keep, whether or not we work together.

02 — Standing terms

Clause 01

Operations first

Led by a former senior director of operations. We fix systems, not just aesthetics.

Clause 02

Compliance built in

HIPAA-aware forms and tracking, ADA accessibility, and advertising rules for testimonials and before/afters.

Clause 03

Measured by patients

A one-page monthly review: inquiries, bookings, response time, reviews. No vanity metrics.

Clause 04

Discretion

Strict confidence for every practice and every patient.

Start the file. We'll tell you what your patients already know.