Free Readiness Analysis

The fax machine is on a compliance clock. Know exactly where you stand.

CMS is phasing out fax-based prior authorization and intake workflows. Health plans, provider groups, and post-acute organizations that still rely on fax face mounting compliance exposure, revenue leakage, and operational risk.

Our senior advisors will give you a confidential, no-cost readiness analysis. You get a clear picture of where you stand today, what regulators and buyers will see, and the practical path to resolve it.

  • Compliance gap review

    Where current fax-based workflows fall short of incoming CMS guidance.

  • Revenue risk snapshot

    Where intake delays and lost faxes are quietly eroding revenue.

  • Operational readiness

    Staffing, vendor, and integration gaps that block a clean transition.

  • Clear path forward

    A prioritized set of next steps, sized to your organization.

ConfidentialNo costNo obligation
Request your analysis

Tell us about your organization

A senior advisor will reach out within one business day. No cost, no obligation.

Your information goes directly to our managing partner and is never shared.

What you'll receive

A senior-led review, not a sales pitch.

Every readiness analysis is conducted directly by a managing partner. We deliver real findings you can act on, whether or not we end up working together.

01
30-minute discovery call

We learn about your current intake, prior auth workflow, and the systems involved.

02
Confidential gap analysis

We identify the compliance, revenue, and operational risks specific to your setup.

03
Written summary of findings

A concise document outlining what we found and the priority of each issue.

04
Recommended next steps

A practical roadmap sized to your organization, with no obligation to engage us.

Why the fax mandate matters now

Fax has been the default for decades. That's exactly why it's a risk.

Most organizations underestimate how much of their intake, prior authorization, and referral workflow still depends on a fax line. When CMS guidance shifts and payers follow, the gap shows up everywhere at once: denied auths, missed referrals, audit findings, and frustrated clinical teams.

The organizations that move early avoid the compliance scramble, capture revenue their peers leak, and present a far stronger story to payers, partners, and potential buyers.

A readiness analysis is the fastest, lowest-risk way to know exactly where you stand, before the deadline closes that window.