Men in a Meeting



In a meet and greet, the client and consultant will discuss troublesome areas or growth projects. The goal is for the consultant to understand of concept of how the clinic is currently operated and have a better understanding for the areas that client wants to improve. If the client would like to proceed after the meeting and the consultant has a good understanding of client’s needs, an Engagement Letter will be developed specifically to the client.

In a Meeting

ACCESS Program


The consultant will work with key staff and owners to take a deep look into the clinic to help identify the key action items, discuss possible solution scenarios, and develop investigational tasks for upcoming projects. Clients can continually use this service throughout our relationship on an Advisory Level and have unlimited access to the consultant. Fees vary depending on the complexity of the practice, staff access and ares of expertise required. This program can be month to month or discounted annual rate. All Programs are considered “all-inclusive”, meaning no extra dues will be required within the scope of the project.

Making Notes



The consultant outlines objectives, the scope of work, measurement of success, and the time frame in which the consultant will work “hands on” with select managers, team leaders. Clinics can use this step if they do not have the time or resources to complete the project. Fees vary upon the project and bottom line results and include the ACCESS program services.  All Programs are considered “all-inclusive”, meaning no extra dues will be required within the scope of the project.  Projects can last from 1 month to 1 year.

Highlighted Projects

Helping Sleep Clinics Blossom

doing work together

Software Utilization

To often the software being used in clinics are under utilized which increases staff time and causes preventable errors. We studied our client’s software to create a time saving and effective systems within their Electronic Medical Records - and then watched it grow. We loved working with this client, and look forward to collaborating together on many more successful projects in the future.

green papers

Practice Analysis

Clients often approach Sleep Theory with a general idea of what they need, and this project was no different. We were able to jump right in with our expertise and really helped the identify productivity issues and evolve. Today, their business is doing exceptionally well, and we’re proud to have been part of the process.

hand motions

Brand Redesign

Often times our clients have everything they need to succeed, they just require the resources and support to make a strategic jump. We worked on this project for several months and the end result was truly spectacular. By ensuring consistent and transparent communication, our client was able to progress by leaps and bounds.


The list below are more projects that we have been involved in.

  • Marketing and Branding

  • Referral Generation

  • Policies and Procedures Development

  • Business Systems Development

  • EMR Utilization

  • Revenue Cycle Management Efficacy

  • Sleep Medicine + Dental Sleep Integration

  • Sleep Center Accreditation

  • Sleep Lab Efficiencies, including implementation of sleep management software

  • Project Management of HL7 / ADT interfacing

  • Practice Analysis

  • Financial Analysis

  • Implementation of new services such as Telemedicine, DME, EEG, etc.

  • CEO coaching and development

  • Mergers and Acquisitions


The value of previous projects appears to be multifold, including:
• Improved business systems built for scalable growth (including reduction of outside system tracking).
• Business owners and administrators have a clear understanding of company status with tools to continue to improve.
• Improved Revenue Cycle Management (RCM) and operational efficiency.
• Business systems built to protect major production loss against a loss of a key employee.
• Even greater stature in the eyes of Ownership by having a full understanding and control of their company, in other words.

Data on a Touch Pad