Free · Application-based · 3 selections / month

Apply for a Free Diagnostic Preview

Send us your billing data via standardized Excel template — we'll show you what's broken and how much you may be losing. Cleared selects 3 practices per month based on fit criteria. Founder-direct quality, not commodity.

Why limited slots?

The Diagnostic Preview is free, but founder time isn't. Each Preview takes Cleared 2–4 hours of analysis + a 30–60 minute walkthrough call with you. To preserve quality, we cap selections at 3 practices per month.

We review applications continuously and notify selected applicants within 5 business days of submission. If we're not the right fit this month, you're welcome to reapply next month — or skip the Preview and start Full Service RCM directly if you're ready.

What selected applicants receive

1

Excel intake template + README

Standardized multi-tab template for your last 6 months of claims, payments, authorizations, and provider data. README walks you through PMS export instructions.

2

12-page PDF report

Cleared analyzes your data through our Power BI pipeline and identifies 3 of 6 most impactful findings: posting gap detection, status discipline scan, AR concentration analysis, payer mix snapshot, denial rate estimate, or submission lag patterns.

3

Power BI walkthrough call (30–60 min)

Founder-direct call walking you through your specific findings visually. Not a sales pitch — an analytical conversation about your data.

4

One round of Q&A follow-up

Email Q&A round post-deliverable. Then conversation moves to Full Service RCM signing, or close. No iterative follow-ups by design.

Selection criteria

We prioritize applicants who meet these criteria. Meeting all five is not required, but stronger applicants typically match most of them:

PMS compatibility

We work with any PMS via standardized Excel intake — not direct PMS integration. If your PMS exports claims, payments, and authorization data to CSV, we can run it through our Power BI pipeline.

Confirmed compatibility

Office Puzzle
CentralReach
ABA Matrix
Raven Health
Therabill
SimplePractice
Others — any PMS with CSV export

Application form

About 3–4 minutes to complete. We notify selected applicants within 5 business days.

Optional

Select all that apply.

Honesty here protects you. If yes, we'll send you info about engaging under attorney work product privilege (not legal advice — just how the framework works).

Submitting opens your email client with this application pre-filled — review and send to [email protected]. We review submissions continuously and notify selected applicants within 5 business days. We won't share your information.

If you're not selected this month

We select 3 practices per month. If your application doesn't fit this month's selection, you have two paths forward: