Four phases. No open-ended discovery.
Every engagement follows the same method, whichever service you start with, so you always know what happens next and when. Scope and fee are fixed in writing before work begins.
At a glance
- Phases
- 4
- Scoping call
- 30 minutes
- Fee
- Fixed before start
- Findings
- Presented live
Assess, quantify, remediate, sustain
Assess
We review your OPAIS record, policies, TPA reports and a sample of real claims. You receive a written picture of where you stand, tested against audit criteria rather than a generic checklist.
Quantify
Every finding is sized, in dollars where possible and in severity always: compliance exposure on one side, unrealized savings on the other, so leadership can prioritize on evidence.
Remediate
A prioritized plan with named owners and target dates. We work alongside your team through execution rather than handing over a report and leaving.
Sustain
Monitoring cadence, self-audit calendar and policy version control, so the same finding does not reappear at your next recertification.
One method, whichever service you start with.
The phases do not change based on which service brought you to us. What changes is the emphasis: a mock audit spends longer in Assess, and a recovery engagement spends longer in Remediate.
The first five weeks, week by week
Before week 1
- What happens
- A 30-minute scoping call, then a written statement of work with fixed scope, deliverables, timeline and fee. Mutual NDA and BAA signed.
- You provide
- A named owner and a signature
Week 1
- What happens
- Kick-off call, data request issued and engagement plan confirmed with dates. Vendor credentialing started if required.
- You provide
- Acknowledgement of the data request within 48 hours
Week 2
- What happens
- Data received and validated, testing begins and first clarification questions raised.
- You provide
- Complete data. This is where engagements most often slip.
Weeks 3–4
- What happens
- Testing continues with two to three short calls. Significant findings flagged as they arise rather than held for the report.
- You provide
- Availability for short clarification calls
Week 5
- What happens
- Draft findings shared in advance, then presented live. Your team challenges and corrects before anything is final.
- You provide
- Pharmacy, compliance and finance in the room
We escalate on day five if the data request is incomplete. It is the single largest cause of engagement delay, and flagging it early is more useful than reporting it late.
Engagements work better when both sides commit.
We are direct about this on the first call, because engagements that stall almost always stall on these items.
- A named owner with authority to gather data and make decisions
- Complete data within the agreed window, or an early conversation about why not
- Honesty about what actually happens versus what the policy says. We are not there to catch anyone out
- The right people in the room for the findings presentation
- A decision on the remediation plan, even if the decision is to defer part of it
If we are not the right firm for a piece of work, we would rather say so at the scoping call than discover it in week four.
Process FAQs
How long does a 340B consulting engagement take?
A typical assessment such as a mock audit runs about five weeks from kick-off to live findings, with a follow-up review at week 12. Timelines depend on scope and how quickly data is provided.
What data do you need for a 340B review?
Usually your OPAIS records, policies and procedures, TPA and split-billing reports, purchasing data and a sample of claims. We send a specific data request in week one.
Do you sign a BAA?
Yes. We sign a business associate agreement and a mutual NDA before any protected health information is shared.
Ready to see where your program stands?
Book a 30-minute scoping call. You will have a fixed scope and fee in writing before any work begins.