Before the meeting
- •Pull 90 days of call reports
- •Get blended visit value per new patient
- •Confirm OT + temp invoices
- •Snapshot CSAT/hold times
Decision helper
How to Walk Partners Through the ROI Calculator
Use a consistent script so every stakeholder sees the same math and understands where the savings come from.
The ROI calculator resonates when you lead with leakage, then savings. This brief shows how to plug in your data, narrate the deltas, and keep objections grounded in numbers instead of gut feel.
Inputs that matter
Missed calls · OT hours · Temp spend
Keep it to 3–4 sliders so the room stays focused.
View breakdown →Typical revenue recapture
8–15% of inbound volume
Based on specialty mix and appointment value benchmarks.
View breakdown →During the walkthrough
- •Start with leakage (missed calls, callbacks, OT)
- •Flip sliders in real time with practice data
- •Pause after each section for reactions
- •End with risk mitigations and rollout steps
What the data says
Keep CFOs anchored
Showing both conservative and aggressive scenarios in the same model prevents the call from derailing into hypotheticals.
Connect to staffing
Tie calculator outputs to the number of FTE equivalents you can redeploy or avoid hiring this year.
Moves to make
Prep the dataset
- –Tag peak vs. off-peak abandonment
- –Calculate average visit value by service line
- –Note backlog of voicemails/callbacks
Rehearse the story
- –Explain assumptions up front
- –Have backup slides for compliance and security
- –Know escalation plan for high-stakes calls
Supporting proofs
Where to send stakeholders next
Want us on the calculator call?
We’ll co-present, provide benchmark data, and help answer the tough math questions.