Every hour your team
spends on paperwork
is an hour a donor paid for.

Your staff didn't get into this work to fill out forms. We find where the hours go and build automations to recover them.

HIPAA Compliant
Free Clinics
SOC 2 Aligned
Community Health Centers
BAA Ready
Behavioral Health
GDPR
Substance Use Treatment
CCPA
Mental Health Nonprofits
HIPAA Compliant
FQHCs
BAA Ready
Hospice & Home Health
HIPAA Compliant
Free Clinics
SOC 2 Aligned
Community Health Centers
BAA Ready
Behavioral Health
GDPR
Substance Use Treatment
CCPA
Mental Health Nonprofits
HIPAA Compliant
FQHCs
BAA Ready
Hospice & Home Health

Every grant you wrote
funded this too.

01

Intake that takes longer than the visit

New patient onboarding averages 35 minutes of staff time before anyone sees a clinician. Insurance verification, consent forms, demographic entry across systems that don't talk to each other. Your program coordinator didn't get into this work to enter data.

02

Scheduling that still needs a phone call

Every rescheduled appointment that requires a human is a reminder not sent, a slot that sat empty, a patient who stopped trying. The front desk absorbs all of it. You absorb the gaps in your metrics.

03

Follow-up that depends on someone remembering

Most missed follow-ups aren't a staff problem. They're a systems problem. No automated trigger. No workflow. Just a person scanning a list and hoping. With PHI involved, hope is not a protocol.

04

Reports that start the week they're due

The data exists. It's spread across your EHR, intake forms, and a spreadsheet someone built in 2018. Pulling a grant deliverable takes four days and two staff members. That's not a data problem. That's an architecture problem.

Three steps.
We move at your pace.

Sample Report Operations Assessment
Community Connections Free Clinic 14 staff · Capacity Review: 12 min · Delivered in 24 hrs
01
New Patient Intake
4.2 hrs / week recoverable
02
Appointment Reminders & No-Show Follow-up
2.8 hrs / week recoverable
03
Insurance Verification
1.5 hrs / week recoverable
Total recoverable 8.5 hrs / week
Get your Operations Assessment

Built for hard work
on tight budgets.

We work with a specific set of HIPAA-regulated nonprofits. By the time we talk, we already know where your team is losing hours. The Capacity Review finds exactly how much.

10 hrs
Reclaimed per week per workflow, on average
24hr
Your Operations Assessment, no exceptions
100%
HIPAA-compliant tools, every deployment
Organizations We Serve Accepting new clients
Free Clinics
Volunteer clinical staff, grant-dependent
Core
HIPAA
Behavioral Health Orgs
Mental health and counseling services
Core
HIPAA
Substance Use Treatment
Residential and outpatient programs · 42 CFR Pt. 2
Core
HIPAA
Also serve
Community Health Centers
Federally funded, HRSA-governed
HIPAA
BAA
Mental Health Nonprofits
Counseling centers, peer support
HIPAA
Hospice & Home Health
Care coordination, home visit programs
HIPAA
FQHCs
Federally Qualified Health Centers
HIPAA
UDS

Admin work has a cost.
Most orgs just haven't counted it.

Of total staff hours
40%
never reaches a client
40% admin work60% program delivery
10 hrs / wk
reclaimed per workflow, on average
Your team isn't slow. The hours just aren't all going where they should.
8–12 min
That's all a Capacity Review takes. No prep, no pitch. A conversation about where your hours are going.
24 hr
Your Operations Assessment lands in your inbox. Written and specific. Yours to keep.
3
The average number of bottlenecks we find in a Capacity Review. Usually one surprises the ED.
Week 1
When your first workflow goes live, on average. Not months from now. Week one.

Your clients trust you
with what matters most.

Your patients share sensitive health information. Every tool we deploy meets HIPAA standards, and every engagement begins with a signed Business Associate Agreement. Not because we have to. Because it's the right starting point.

We only deploy tools certified for:

HIPAA BAA-Ready SOC 2 GDPR CCPA
HIPAA by default
Every workflow is built BAA-ready before it touches your data. We sign a Business Associate Agreement at the start of every engagement. Your patients' information stays protected. Not as an afterthought. As the foundation.
Data stays encrypted
All client data encrypted at rest and in transit. Built to the standards your compliance officer will ask about.
Your data stays yours
We never aggregate, sell, or share client data with third parties. What your clients share stays within your organization.
Every tool vetted
Every tool we use has been checked against HIPAA requirements. If it doesn't meet the standard, it doesn't touch your workflows.

Every tool here meets HIPAA requirements. We verify compliance before connecting anything to your workflows.

Retell AI
Voice Intake
HIPAA · BAA
Google Workspace
Email & Collaboration
HIPAA · BAA
Microsoft 365
Productivity & Communication
HIPAA · BAA
DocuSign
Electronic Signatures
HIPAA · BAA
GoHighLevel
CRM & Automation
HIPAA · BAA

Here's what you walk away with.

The Capacity Review takes 12 minutes. Alex asks a few questions about how your team operates. Scheduling, intake, reporting, follow-ups, whatever your staff is actually carrying. We review the answers and write your Operations Assessment.

It arrives within 24 hours. It names your three biggest bottlenecks. It tells you which ones are ready to address now and which ones need more groundwork. It gives you a clear starting point.

Nothing in it is trying to sell you. It's a document. It belongs to you.

We've heard these.

"Is this built for organizations like ours?"

We only work with HIPAA-regulated nonprofits. Free clinics, behavioral health orgs, substance use programs, FQHCs. By the time you call Alex, we already know the workflows most likely draining your team. The Capacity Review confirms the specifics.

"We've been burned by vendors who promised results."

Most implementations fail because someone sold a tool before diagnosing the problem. We diagnose first. The Operations Assessment shows exactly where your hours are going before any recommendation gets made. No prescription before the exam.

"This is probably just a sales pitch."

The Operations Assessment is yours whether you work with us or not. No follow-up call unless you request one. No invoice. Read it, share it with your board, or file it away. We're building nonprofit case studies. That's the honest reason it costs you nothing.

"Our board would have questions about data security."

So would ours, if we were in your seat. Every tool we recommend is HIPAA-compliant. We sign a Business Associate Agreement at the start of every engagement. Nothing in the Capacity Review touches patient data. Your name, your organization, and 12 minutes of your time. That's the ask.

You're 12 minutes away
from knowing exactly
where your capacity goes.

Three questions to get started. Then a 12-minute call with Alex. Your Operations Assessment arrives within 24 hours.

Which tasks are consuming the most staff time
Which ones can be addressed with automation
How much of that time could go back to direct client work
Where your team should start for the most immediate relief
No consultant fees. No follow-up implementation call unless you request one. Just a clear picture of where your team's hours are going, in writing within 24 hours.
The Capacity Review works best for
Organizations with at least 5 paid staff
Active client or patient volume, not pre-launch
At least one workflow your team does manually every week
Someone on the call who knows how operations actually work

If you are pre-launch or under 5 staff, the Capacity Review will not have much to surface yet. Come back when you are running.

Capacity Review
12 MINUTES · NO PREP REQUIRED

Question 1 of 3

What type of organization are you?

Question 2 of 3

Where does your team lose the most time?

Question 3 of 3

What is your role in decisions like this?

Last step

Where should we send your Operations Assessment?

This form collects no patient data — your name, organization, email, and phone only. Handled under HIPAA-aligned data practices. Never sold or shared.

Come back when you're running.

The Capacity Review is built to surface admin bottlenecks in active operations. With fewer than five staff, there's not much to surface yet. Come back when you have workflows, volume, and a team carrying them.

Questions in the meantime? solutions@proactivepixels.com

You're ready.

Call Alex. A few focused questions about how your team operates. Your Operations Assessment lands in your inbox within 24 hours.

(540) 600-0080 MON–FRI · 8AM–8PM ET

We record calls for your report. Keep it to workflows and staff processes — no patient names, records, or case details. Alex won't ask for them.

The hours are there.
Here's how we find them.

You don't need to know what's wrong before you call. The Capacity Review is 12 minutes. A few questions about how your organization runs. Alex handles the conversation. Your Operations Assessment arrives the next day.

  • No technical knowledge needed
  • No commitment beyond the conversation
  • Your Operations Assessment is yours to keep
  • We'll have it in your inbox within 24 hours

Questions first? solutions@proactivepixels.com

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