Consulting Packages

Pivot First Consulting & Management provides tailored solutions to help organizations build sustainable, mission-driven community health programs. We guide clients through Medicaid and Medicare program participation and financial sustainability while centering health equity.

Who the Startup Package is for: Those who are new to Medicaid and Medicare program enrollment and managed care plan credentialing and contracting. We guide organizations to successfully enroll and create workflows for successful participation in publicly funded healthcare programs.

  • Medicaid & Medicare Enrollment Support

  • Credentialing & Contracting with Managed Care Plans

  • Workflow Development for Billing & Case Management

Startup

Serve Medicaid & Medicare Clients

Who the Infrastructure Package is for: Those seeking to strengthen operations and nurture a good team culture. We support leaders in navigating expansion, securing new contracts, and sustaining mission-driven growth through tailored coaching and development.

  • Revenue Cycle Optimization

  • Standard Operating Procedures for Compliance & Care Coordination

  • Workforce Recruitment, Retention & Leadership Coaching

Infrastructure

Optimize Operations & Financial Sustainability

Impact

Advance Health Equity & Community Partnerships

Who the Impact Package is for: Those dedicated to health equity and social impact, looking to deepen community partnerships, and seeking to improve care transitions and referral systems. This package is also ideal for leadership teams developing long-term strategies for equitable and sustainable care and service delivery.

  • Community & Environmental Health Assessments

  • Health Equity Strategy & Social Impact Framework

  • Care Transitions & Referral Program Design

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Enhanced Services

Consulting packages may be augmented with services that provide targeted support to help you generate revenue, build team cohesion, gain strategic data insights, and expand impact.

  • Strengthen your financial sustainability and donor engagement with expert fundraising support. We help clients identify funding opportunities, build strong donor pipelines, and craft compelling proposals that align with your priorities.

    • Fundraising strategy development to drive long-term growth

    • Donor pipeline development to sustain development efforts

    • Prospect research to identify high-impact funding sources

    • Grant writing for federal, state, and private funding

    • Customer relationship management design and implementation for donor tracking

    • Creation of donor communications and engagement materials

  • Nurture your organization’s leadership with tailored coaching and development programs. We provide one-on-one and team-based coaching to build awareness on leadership styles, managing change, and building team cohesion.

    • Leadership training for executives and emerging leaders

    • Coaching on mission-driven decision-making and change management

    • Retention strategies that prioritize employee well-being and engagement

  • Leverage insights and advanced analytics to optimize revenue cycle performance, operational efficiency, and data-driven decision-making. Our team provides revenue cycle business intelligence solutions tailored to healthcare organizations, with expertise in Epic Cogito, BI reporting, data management, and predictive analytics.

    • We help providers streamline Epic workflows and optimize system functionality.

    • We develop custom dashboards to track revenue trends, denials, and key financial metrics.

    • We use predictive analytics to identify patterns, forecast financial performance, and support decision-making.

    • Our data integrity support ensures clean, accurate, and reliable reporting.

  • Ensure timely and accurate reimbursement with expert medical billing and claims management. We help providers reduce denials, improve cash flow, and maximize revenue potential while maintaining compliance with Medicaid, Medicare, and commercial payers.

    • Claims submission, tracking, and denial management

    • Coding and documentation guidance to optimize reimbursement

    • Revenue cycle optimization for financial sustainability