Recharge Your Organization

“A corporation is a living organism; it has to continue to shed its skin. Methods have to change. Focus has to change. Values have to change. The sum total of those changes is transformation.”   — Andrew Groves

Schedule Initial ConsultationSubscribe to Digital News
Regulation and Compliance
Patient Management

Help When You Need It

Your dream of successful business ownership didn’t come easy or without complications. Perhaps you spent years in medical school and commercial practice before heading out on your own. Regardless of your initial path, your goal wasn’t to handle the complexities of managing people, adhering to regulation and compliance, and marketing your organization.

The good news is that you don’t juggle these areas alone. We’re here to help you when you need the help.


Practice Management & HIPAA Compliance

People First

People are the most important resource of any organization. But managing people isn’t easy, especially when you need to motivate them to be engaged with their work or there is needed performance improvement.  “Workplace disfunction” may exist to the detriment of the organization. We are the help you need when you need help.

  • Recruiting and On-Boarding
  • Job Descriptions
  • Performance Improvement Plans (PIP)
  • Employee Handbooks
  • Fostering Teamwork
  • Exit Interviews and Terminations
  • Training and Development

Business Processes Second

Practice Management and Compliance are both tough to balance. We help you set up processes, draft and implement policies and procedures, conduct your periodic risk assessments, and provide you with the tools you need to manage your risks. These are customized for your organization and are based upon best practices and governance.

  • Operational and Clinical Manuals
  • Patient Scheduling and Insurance
  • Care Acceptance and Retention
  • Goals and Profitability (Inflows, Outflows)
  • HIPAA and OSHA Regulation and Compliance
  • Product Upselling / Cross-Sells
  • Purchase Programs / Rewards

Lastly, Technology

Information Technology implementation is difficult as most IT-based projects typically fail. However with our experience and proven track record of success, we assist you with implementing what you need.

  • Digital Process Automation
  • Email Marketing
  • Lead Generation
  • Search Engine Optimatization (SEO)
  • Social Media Marketing
  • Online Marketing
  • Website Design / Development
  • Video Marketing

What You Can Expect From Us

Client Interest

We understand that your interest is the top priority in any consulting engagement and shall undertake all consulting engagements with complete integrity, objectivity, professionalism, and diligence.

Discreditable Acts

We do not commit any unethical or illegal acts.

Avoidance of Conflict of Interests

We will not undertake any engagements in which there might be a conflict of interest or the perception of a conflict of interest without first discussing the potential conflict with you. Should a conflict of interest develop during the engagement, we will immediately cease work and discuss such conflict with you.


We keep all information obtained strictly confidential and will not divulge to anyone any such confidential, privileged, or proprietary information regarding you or your business without express written or oral consent from you.

Reasonable Fees

We have a complete understanding prior to the commencement of the consulting engagement and shall charge reasonable fees relative to the work being performed.


"Cherisa oversees my office manual, employee documentation, social media presence, etc & 100 other items I don't have the time or desire to keep current. She puts out fires before I see the smoke. What would I ever do without her on my team!"

Dr. William S. Neele, DDS, MS
Implant Dentistry & Perio Rehab

"Cherisa works with me often to assist in the updating of my website. She has such a strong gift of insight into what revisions are needed and what updating is needed in content. Cherisa is organized, creative, punctual and humorous. I thoroughly enjoy working with Cherisa. I would recommend her for new and mature projects."

Don Swift
Don Swift and Associates LLC

"Cherisa clearly states the challenges businesses face and helps you find the best approaches that work for you."

Jack Brown
Profit Ramp

"I have worked with Cherisa a few times over the years. She is very knowledgeable about her industry and does a great job of helping your business."

Kathy McClain
McClain Bookkeeping

"Cherisa is a knowledgeable and insightful person in business management and IT development. She works well with management and frontline staff and is able to get the right infrastructure set up that works well for all parties involved. She is an asset to all who work with her."

Cheryl Carson

"Cherisa is a knowledgeable, skilled, and dependable professional in business management, technical services, and project management."

Michael Meccia

Other Services

HIPAA Administrative Review

Have your HIPAA-related policies and procedures sat on the shelf since 1996? Or does the pure volume of work reviewing and knowing what has changed overwhelm you? Our experienced consultants review your current HIPAA-based policies, procedures, employee documents, IT security reports, and training materials to assess your level of HIPAA Compliance. We will recommend changes and provide you with updated documents, as needed. 

Learn more

Custom Job Descriptions

Job descriptions aid in hiring the right person, guides on-boarding and training, sets expectations, and guages job performance. We offer job description templates for your covered entity. Available individually or in a set.

Learn more


Cybersecurity Training

Cybersecurity training is essential to prepare your workforce to properly respond to evolving threats. As these threats consistently target healthcare organizations, keep your workforce aware of potential issues. Include in your HIPAA training.

Learn more

HIPAA-Related Policies and Procedures

We will provide you with HIPAA-related policies and procedures templates you can customize to fit your organization. Our templates cover the standards, requirements, and addressable HIPAA rules. Alternatively, we can customize them for you.

Learn more

Custom Employee Handbooks

Handbooks establish your culture and set the expectations of both the employee and employer.

A well-written employee handbook gives a detailed overview of your policies and procedures. It communicates your organizational standards for performance, resolves common issues and disputes, and assists in your defence against discrimination and wrongful termination claims. It is also an important on-boarding tool for new hires. Avoid needless human resource drama.

Learn more

Social Media Marketing

We use social media networks and websites to provide awareness, interest, desire and action (AIDA) in your organization.  We also assist you with gaining the required marketing authorization to adhere to HIPAA compliance. Alternatively, we can assist you in designing your own SMM campaigns and strategies.

Learn more

Consultant-Lead HIPAA Audits

HIPAA requires periodic audits to assess  the safeguards in your organization’s enviroment. While OCR does not recognize so-called “HIPAA Certification,” we conduct your periodic audits for you (with/without your IT MSP) and provide recommendations for improvement, if needed. Current best practices is to conduct your assessments annually.

Learn more

Performance Improvement Plans

Regular communication regarding employee on-the-job performance is an important part of managing organizational success. Whether it is daily, weekly, monthly or annual performance improvement goals, formalize your process.

Use your performance improvement plans (PIP) to formally recognize good performance, motivate for higher performance, or improve mediocre performance. Get assistance for formalizing your organization’s performance program.

Learn more

Video Marketing

Explainer videos are designed to help your viewers to understand your organization, product, service or subject. It describes your organization’s “why.” It outlines the problem you resolve including the features and benefits of your solution and how it all works. We produce your videos for you to use in the promotion of your organization.

Learn more

HIPAA-Compliance Training

We provide customized HIPAA-related training for your employees either basic adherance in your environment, or role-based adherence for Privacy Officers and Security Officers. Training is required for new hires, changes in envinroment, and as annual reminders.

Learn more

Employee and Team Development

Retain a happier more satisfied workforce by investing in the training and development of your employees. We help you with designing, creating, and implementing effective training and development programs to improve technical and soft skills and knowledge to successfully performance a specific job in an efficent, successful, or safer manner. Use in conjunction to your formal performance improvement plans (PIP).

Learn more

Website Design / Development

Your website isn’t suppose to be “design and leave it.” It shouldn’t be left to stagnate. It has an active part in your online marketing strategy and carries out functions of your advertising and marketing plan. Don’t waste your hard earned dollars on sites designed without consideration of your strategic business and marketing goals. We help you with the tools you need to get your website online.

Learn more

Contact Us

Email Us

Mailing Address

PO Box 114
Burkburnett TX 76354-0114

Physical Address

* Remote Locations in the USA *

Burkburnett TX 76354