Questions owners ask

No. Keystone asks for aggregated revenue, hours, and comp: the financial side only. We don't ask for patient names, notes, or diagnoses anywhere, and none of the math uses them. It's not PHI, and we keep it that way.

We used AI heavily to build Keystone, and we're glad to say so. Your report itself involves no AI: it comes from plain, deterministic math you can check, a glass box, not a black box. One feature is different, and we said we'd tell you plainly: on a paid report you can ask the co-pilot a question about your numbers. When you ask, your question and your report's computed figures — practice totals plus the per-clinician pay and profit lines, under whatever names you gave your clinicians — go to an AI service to write the answer. Never anything clinical, never patient data, and only when you ask. It explains figures the math already computed, it never computes them, and it never makes the call. You stay in control of every decision.

For a rough gut-check on the whole practice, sure — it's a real option. The catch: your P&L has no per-clinician revenue and your EHR export has no costs, so an assistant answers off half the picture without saying so. Keystone reads both sides together with the same math every time. And nothing about your practice reaches an AI unless you ask the optional co-pilot on a paid report, which only ever sees the figures the math already computed.

Keep them. Your bookkeeper tells you what happened to the whole practice; Keystone sits on top and tells you about each clinician and what to do next. It's an add-on, not a replacement. There's nothing to rip out.

There isn't one. The free Snapshot is rough hand-entry, useful on its own, and it shows you who actually makes money after pay, and what your own hour really earns. The paid unlock just makes it exact on your real books and saves it. Nothing leaves your browser in the free flow.

Not at all. Solo? Your free numbers carry straight in, and you just add a couple of details. A group's exact per-clinician read is built from your real books: your roster, each clinician's real billings, and a P&L. That's data the rough free version doesn't have, so you bring it once at the paid step. Either way the free read isn't wasted; it shows you where to look before you make it exact.

It depends on your practice. Solo? Just a few details: your filing status, your state, and your cash on hand. Your free numbers carry the rest, so it's a couple of minutes. A group brings each clinician's real billings or collections for a recent month and how they're paid (what your bookkeeper or payroll already has), plus a recent P&L for overhead. Figure about fifteen minutes for a typical team.

Yes. The only difference is which number you bring: use what each clinician actually collected, not what they billed. Your EHR's payments report already has it by clinician, and we show you where to look. Everything downstream works the same way. If anything the read matters more with insurance, because mixed panel rates are exactly what makes per-clinician profit invisible on a P&L. We never need claims files or client data.

Then you shouldn't pay for it. If the Full Snapshot doesn't show you something worth more than you paid, email support@keystonepractice.co within 30 days and we'll refund it, no questions.

The free Snapshot needs no signup and no install. It runs entirely in your browser. You only create an account when you want to unlock the full read on your real books and keep it.

Your free-Snapshot numbers never leave your browser. If you save a full Snapshot, it's stored per-practice, built so no other account can read yours even by accident, and shared reports are private links only you can hand out or revoke.

Yes. Solo owners get the free tools and a free Snapshot focused on your own economics: what to set aside for taxes, what you can sustainably pay yourself, your real hourly rate, and whether your cash holds. None of the per-clinician stuff you don't need, and no monthly fee.

Both solo and group. If it's just you, Keystone focuses on owner economics: taxes to set aside, what you can pay yourself, whether your cash holds. With a team (roughly 2–15 clinicians) it adds the per-clinician view: who actually makes money after pay. Very large clinics usually already have a finance team.