Drafts the move
Keystone doesn’t just tell you which clinician is underwater — from the figures it already computed from your real books, it drafts your next move: a comp conversation, a rate-raise note, a quarter pack for your accountant. Ready to edit, in your words. No made-up numbers, and never any patient data.
Preview on a sample practice. These drafts are generated deterministically — the numbers are yours, the words are a starting point you finish.
Comp conversation — talking points
Subject: Touching base about Clinician B's arrangement Goal of this conversation: keep Clinician B on the team while getting the arrangement to a place that works for the practice. What the numbers show (your figures, monthly): - Contribution (the revenue that's left after Clinician B's own pay): $900 - Fully-loaded net, after their share of overhead and the other real costs: -$1,450 - To get this arrangement to break even, the practice needs to close about $1,450/month. Ways to close that gap (pick what fits — these are the levers, not a decision): - Caseload: roughly [HOURS] more clinical hours a week would lift revenue enough to cover it. - Comp terms: a move toward [NEW SPLIT / NEW SALARY] keeps more of each session with the practice. - Rate: if Clinician B's sessions are under-priced, a [$X] rate change closes part of this on its own. How to frame it in the room: - Lead with the relationship — the goal is to keep Clinician B, not to corner them. - Share the contribution figure first; it's the honest, non-accusatory number. - Bring one concrete proposal, and room to adjust. [WHAT YOU'RE READY TO OFFER] — Drafted from your Snapshot. Edit the bracketed parts; nothing here leaves your numbers.
Rate-raise notice — draft
Note to clients about an upcoming rate change (Context for you — delete before sending): Your current net margin is 8%, which is thin enough that a modest rate change is one of the cleanest ways to steady the practice without changing anyone's caseload. A change from [$CURRENT] to [$NEW] per session, effective [DATE], is the move this draft assumes. — — — draft of the client-facing note — — — Dear [CLIENT NAME], I'm writing to let you know that, beginning [DATE], my session fee will change from [$CURRENT] to [$NEW]. I don't make this kind of adjustment often, and I've given it real thought. My commitment to our work together is unchanged. I wanted to give you plenty of notice so there are no surprises, and so we can talk through anything you'd like — including [SLIDING-SCALE / SUPERBILL / OTHER OPTIONS YOU OFFER], if that would help. Thank you for trusting me with this work. Please reach out with any questions. Warmly, [YOUR NAME] — Drafted from your Snapshot. Fill in the bracketed amounts and dates; nothing here leaves your numbers.
Quarter pack — for your accountant
Practice summary — the headline numbers Prepared from a Keystone Snapshot. These are practice-level figures only — no client or patient information is included. Monthly economics: - Revenue: $82,000 - Net (fully loaded): $6,200 (net margin 8%) - Fixed overhead: $11,000 By clinician (your labels; contribution = revenue minus that clinician's pay): - Clinician A: contribution $5,400/mo, fully-loaded net $2,100/mo - Clinician B: contribution $900/mo, fully-loaded net -$1,450/mo Questions for [ACCOUNTANT NAME]: - [e.g. Are we set aside enough for estimated taxes this quarter?] - [e.g. Anything to revisit before year-end?] — Drafted from your Snapshot. Add your questions; nothing here leaves your numbers.