ClarityOS Enablement Guide

Who We Are

Clarity RCM at a Glance

The largest independent dermatology RCM company in the country. Built by derm, for derm.

200+

Practices

1,246+

Providers

States

$1.13B

Charges managed

100%

Word of mouth

The one-liner “Clarity RCM manages the entire revenue cycle for dermatology practices. We handle everything from the moment the provider locks the note to the moment the money hits the bank account.”

Performance

Results That Speak for Themselves

Metric	Clarity RCM	Industry Average
Net Collection Rate	98%	~90%
Days in A/R	23-day average	~45 days
First-Pass Clean Claim Rate	98%+	~85%
Average Revenue Uplift	118%	N/A
Charge Submission Turnaround	24-48 hours	3-4 days
Client Retention	98%	N/A

What We Do

Full Revenue Cycle Management

Everything from charge entry to collections, plus strategic advisory.

Charge Entry & Claims

Same-day submission, 24-48 hour turnaround. Custom derm-specific scrub rules and denial-trend algorithms.

Denial Management

Full audit response for TPE, RAC, UPIC, and ADR. Appeals management with derm-specific expertise.

Payment Posting

Insurance and patient payments. Integrated with ClarityPay for patient billing and collections.

Credentialing

End-to-end credentialing management. Payer enrollment, ERA/EFT setup via TriZetto.

Financial Reporting

CEO-level dashboards and analytics. Benchmark library with NCR, DSO, FPRR, and 90+ A/R tracking.

Patient Services

Dedicated patient billing support. EOB explanations, payment plans, and phone/text support at 502-480-1940.

Why Clarity

Three Pillars of Differentiation

Deep Derm Expertise

Certified dermatology coders
Custom derm-specific scrub rules
Benchmark library across 200+ practices
100% dermatology focus

High-Touch Control

Clients feel empowered, not outsourced
Live dashboards and transparent reporting
Dedicated senior account manager
Named pod assigned to each practice

Practice Partnership

Transfer best practices from top groups
Advisory playbooks (no-shows, payer mix)
M&A and growth strategy support
No nickel-and-diming for strategic advice

Positioning

Positioning & Messaging

The strategic messaging framework behind everything we say. Know this cold.

Anchors

Company

Independent Dermatology Practices (4–6 providers)

Persona

Physician-Owners (Operator-MDs)

Three Differentiation Pillars

Pillar 1: We turn our dermatology expertise and scale into your advantage

Unmatched volume to recognize patterns across procedures, payers, and practice models before they become denials
Derm-specific KPI and benchmarks so owners can run the practice like a CEO
Same-day submission, fix issues at root, continuously tune scrub rules

Features

Certified derm coders, custom scrub rules + denial-trend algorithms, benchmark library & KPI dashboard

Benefits

Outperform peers on collections and DSO with fewer reruns, make data-backed decisions

Pillar 2: We give you a high-touch expert team that keeps you in control

Seasoned AM and named pod that operate as your team and own outcomes
Frequent, proactive reviews, alerts, and transparent reporting
Tailored workflows to your systems

Features

Senior AM with derm & rev-cycle background, regular exec reviews, practice-specific SOPs

Benefits

Feel empowered, not outsourced; fully informed without babysitting billing

Pillar 3: We help the whole practice thrive, not just billing and coding

Transfer best practices from top derm groups into operations, finance, and growth plans
Provider compensation models and patient-pay policies
End-to-end credentialing, payer strategy, audit-readiness

Features

Compensation model design, credentialing & payer management, advisory playbooks

Benefits

Operate like a top-tier group; gain a true partner with tools and expertise

Differentiation Summary

Clarity is the dermatology revenue-cycle partner for practices that want to thrive. We pair unmatched specialty scale and analytics with a seasoned, high-touch team and a practice-management partnership that goes far beyond billing. The result is clean claims, denials fixed at the root, CEO-level visibility, and a growth engine you control.

Messaging Hierarchy

Anchors

Independent derm practices › Physician-Owners › Derm Revenue Cycle Partner › Get paid fully › In-house / Other RCM

Problem

Practices lose revenue to under-resourced billing or non-specialist RCM vendors

Sub-Problems

Coding errors & denials · No derm benchmarks · Reactive service · No strategic partner

Pillars

Derm Expertise & Scale · High-Touch Control · Whole-Practice Partnership

Capabilities

Pattern recognition · CEO-level KPIs · Named pod · Proactive reviews · Best-practice transfer · Advisory

Features

Certified coders · Scrub rules · Benchmarks · Senior AM · SOPs · Comp models · Credentialing

Benefits

Outperform on collections · Data-backed decisions · Empowered, not outsourced · Top-tier operations

The Platform

ClarityOS: What’s Coming

Everything your practice needs to stay ahead, in one place.

Your practice’s money, in real time.

ClarityOS gives dermatology practice owners a single live view of collections, A/R, payer performance, and patient payments. No more waiting on reports.

Live dashboards replace PDFs and spreadsheets. Collections, denials, payer performance – updated as it happens.
Financial data, patient payments, benchmarks, and team communication. No more toggling between email, portals, and phone calls.
Built by the team that runs revenue cycle for more dermatology practices than anyone. Eight years of specialty billing knowledge, now in your hands.

Early access waitlist is live:

os.clarityrcm.com

Recognition

Inc. 5000 Three Years Running

#1094 (2023) · #855 (2024) · #1298 (2025) among America’s fastest-growing private companies. 100% growth powered by word of mouth.

Bottom line: Most conversations at AAD will be with non-clients. This is a marketing moment – be bold about where we’re going. With existing clients, be careful and trust-protecting. This guide gives you talk tracks for both… and tells you where the lines are.

Memorize This

The Elevator Pitch

Ashwin’s framing. Works in any conversation.

Full version“We are building next-generation RCM – autonomous where it needs to be, expert service where it matters – with CFO-in-a-box visibility so you can actually run your practice. We’ve spent eight years focused exclusively on getting independent derm practices paid. Now we’re building the platform around that expertise.”

Quick booth version“Next-gen RCM for derm. One dashboard to see everything.”

Back Pocket

Key Phrases

From Ashwin. Keep these ready.

“We’re doing the hard stuff first.”

Financial infrastructure is the hardest part of a practice platform. We’re building that, then expanding.

“Next-generation RCM – autonomous where it needs to be, expert service where it matters.”

One line that captures the whole vision.

“The vehicle changes, the commitment doesn’t.”

When clients worry about change. Our people, our work, our results – all the same.

“Everything in one place instead of scattered across email, PDFs, and phone calls.”

One login, one dashboard, one place to see everything about their revenue cycle.

“We are the human company that does it with the AIs.”

Every other company leads with AI and hopes the humans follow. We lead with people and use AI to make them better.

“We don’t just manage your revenue cycle – we want to run it.”

The shift from service provider to practice operating system.

Know Your Audience

Two Audiences, Two Approaches

Existing Clients – Protect Trust

Reassuring & Grounded

Tone: “Hang tight with us.”

They care about: Will my service change? Is this going to break anything? Do I have to learn something new?

“Same team, same results, same accountability. ClarityOS makes all of it more visible. You don’t have to do anything different. Over the next year, you’ll see meaningful progress come together – and we’ll keep you in the loop.”

Prospects / AAD Booth – Be Bold

Confident & Forward-Looking

Tone: “We’re building the future of derm practice management.”

They care about: Why should I care? What’s different? Where is this going?

“We’ve spent eight years building the best RCM operation in dermatology. Now we’re building the platform around it – next-generation RCM with real-time dashboards, claims visibility, and patient payments. Sign up for early access at os.clarityrcm.com.”

Section A

Existing Client Conversations

“Can you tell me more about ClarityOS?”

Excited client

“I’m glad you asked – we’re genuinely excited about this. ClarityOS puts everything we do for you into one place. Practice dashboards, financial visibility, communication tools – instead of checking email and spreadsheets and waiting for reports, you log into one thing and see it all. Over the next year, you’re going to see real capability come together. We’re showing a preview at AAD – come by Booth 1515 if you’re there.”

“What does this mean for me?” client

“Nothing changes about your service – same team, same results, same people. ClarityOS is how we’re making all of that more visible. Right now your financial data lives in reports and spreadsheets. ClarityOS puts it into a real-time dashboard. We’re rolling this out in phases. You’ll be among the first to see it.”

Skeptical client

“Fair question. We’ve been working on this for a while. We have a working prototype and a real engineering team building it. The goal is to give you the visibility and control you’ve been asking for – real-time dashboards, better communication, everything in one place instead of five. Your service isn’t changing. It’s getting better.”

“I’m talking to SubQ Docs next week”

What to say

“I know SubQ Docs – they’re focused on the front of the visit. Documentation, coding, that layer. We’re focused on what happens after – claims, payments, denials, the actual revenue cycle. Those are different parts of your operation.”

If they seem worried about switching

“Can I ask what caught your eye? [Listen.] That makes sense. SubQ Docs is a documentation and scheduling tool. They don’t touch billing, claims, or collections – completely different part of your operation. So this isn’t an either/or.”

On SubQ Docs adding billing

“The financial layer is the hardest part of the system and the most critical to get right. We’ve built our entire company around it for eight years. There are a lot of companies doing documentation well. Revenue cycle for independent derm practices is a different problem, and it’s the one we know inside and out.”

What NOT to say

Don’t call SubQ Docs a partner or position us as complementary. We’re open to working with any EHR or documentation tool, but we’re not cheerleading for them.

“We’re open to working with any EHR or documentation tool. But our RCM is built on eight years of doing this work. Tacking billing onto a documentation tool is a very different thing.”

The IDEX connection

“IDEX has been pushing SubQ Docs. The deal is $2,500 upfront plus $1,000 a month per provider for five years. That’s a real investment for a documentation tool from a small startup with no case studies. They also don’t have ONC certification, which limits MIPS participation. I’m not saying don’t look – just go in with your eyes open. And none of what they do overlaps with what we do.”

Section C

Our View on Clinical

When EHR or clinical documentation questions come up. Keep this to five sentences max.

“There are a lot of companies focused on scribing and clinical documentation. There are a lot more focused on getting big health systems paid. We’re focused on something specific: getting small, independent derm practices paid for their services and helping them run their business better. That’s a different problem, and it’s the one we’ve spent eight years solving.”

“Our goal is to be a full practice platform. We’re building from the financial layer up – revenue cycle, dashboards, patient payments – and expanding from there.”

“We think the financial side is where independent practices need the most help right now. That’s our starting point.”

Section B

AAD Booth – March 27–31, Denver

Where the bulk of your conversations will be with non-clients. Be more audacious here.

Booth 1515

10x20 peninsula, next to CareCredit, across from Galderma

Espresso Bar

Fri + Sat – barista, Clarity-branded sleeves

60″ TV

Sizzle reel looping (26–35s, no audio)

Mac Minis

Clickable ClarityOS prototype for demos

Sizzle Reel vs. Prototype

Sizzle reel = brand piece (direction and energy). Mac mini prototype = tangible demo (let people click through it). Neither is a shipping product today. Be honest about that. Honesty builds more trust than overselling.

Booth Talk Track

Prospect Talk Track (Non-Clients)

Your go-to for someone who walks up and says “what do you guys do?”

Opening“Clarity RCM manages the entire revenue cycle for dermatology practices – 200+ practices across 42 states. We handle everything from the moment the provider locks the note to the moment the money hits the bank account. Our clients see 98% net collection rates and 23-day A/R.”

Pivot to ClarityOS“Now we’re building ClarityOS – next-generation RCM that’s autonomous where it needs to be, with expert service where it matters. Real-time dashboards, claims visibility, patient payments – one place to see everything. We’re looking for practices that want early access. Interested?”

Close“Sign up at os.clarityrcm.com and we’ll keep you updated as things ship.”

Most Common Question

“When Can I Get It?”

To prospects

“We’re building in phases. Over the next year, you’ll see meaningful workflows come together – claims engine, dashboards, patient payments. Sign up at os.clarityrcm.com and we’ll keep you updated as things ship.”

If they push harder

“I don’t want to give you a date I can’t keep. But you should see meaningful progress within a year. Let me connect you with Ashwin or Michael – they can share more on where this is headed.”

To existing clients

“We’re rolling this out in phases. Things will look different a year from now. We’ll keep your AM in the loop so you’ll know exactly when things are ready for you.”

Early Access

Qualifying for Early Access

We call them “design partners” internally – say “early access” externally.

The ask“We’re looking for a handful of practices that want early access. You’d get to use it before anyone else and help us shape it based on what you actually need. Interested? Sign up at os.clarityrcm.com.”

What to look for

Frustrated with their current EHR (especially ModMed)
Willing to give feedback
Comfortable being early
Smaller practices (2–5 providers) that can move fast

Five Qualifying Questions

“How’s your experience with [their EHR] been lately?”

If they say “it’s fine,” probably not early access material. If they start venting, lean in.

“If you could change one thing about how you see your practice financials, what would it be?”

Tells you if ClarityOS addresses what they care about.

“Would you be interested in early access to help shape what we build?”

Direct ask. Let them self-select.

“How do you feel about using something that’s still being built?”

Filters for risk tolerance. You want “yes, absolutely” people.

“Who in your practice would actually use this day to day?”

Tells you if the owner is the user or if staff adoption matters.

Strong candidate?

Get their info, note what they said, flag for Michael or Ashwin. “I’d love to connect you with our CEO Ashwin or our marketing lead Michael. They’re both here – can I set something up? And make sure you sign up at os.clarityrcm.com.”

Prototype Walkthrough

ClarityOS Demo Script

4 screens, ~3 minutes. Ask their role first, then walk through.

Open Demo Environment → NotebookLM – Audio Guide →

Open

Talk Track “Before we dive in, what’s your role at the practice? [Listen.] Great. Let me show you something we’re building. What you’re about to see is a working prototype – it’s the direction we’re headed, not a finished product. But it’ll give you a feel for where this is going.”

Transition: “So this is ClarityOS.” [Open Home screen]

Home

~60 sec

Real-time financial dashboard. This is what replaces the monthly PDF.

Talk Track “This is ClarityOS. When you log in, this is what you see. [KPI tiles] Revenue collected, collection rate, A/R, denial rate – all real-time, not a PDF you get three weeks late. [Scroll to Experts Say] The system is watching your data and surfacing what matters. [Click Benchmarks] And you can see how you compare – this practice is in the 78th percentile nationally. We can show you this because we manage 200+ derm practices. Nobody else has this data.”

Transition: “Let me show you what your front desk sees.” [Click Today]

Today

~45 sec

Schedule + check-in + daily revenue goal in one view. This is how you collect at point of care.

Talk Track “This is your front desk’s view. [Point to revenue goal] They can see the daily revenue goal – $4,200 today, they’re at $2,847, on pace. [Click patient with balance] When a patient checks in, the system pulls up everything – copay, outstanding balance, card on file. This patient owes $225 and their card expired. Your front desk catches that before the patient sits down, not 60 days later on a paper statement.”

Transition: “Quick thing – say a patient calls about their balance.” [Click search bar]

~15 sec

Patient calls about their balance? One search from any screen.

Talk Track “Say a patient calls and asks about their balance. [Type “Thompson”] Everything right here. ClarityPay balance, card on file – expired, we’d catch that – their claims, last visit, next appointment. One search from any screen.”

Transition: “Now let me show you the claims side.” [Click Claims]

Claims

~45 sec

Every claim with status, denial reasons, and pattern analytics across 200+ practices.

Talk Track “Here’s where your claims live. [Filter to Denied] These three got denied – you can see exactly why. CO-4, modifier missing. [Toggle to Analytics] And here’s the pattern view – 3.4% denial rate, 68% appeal success. We see every denial across 200+ practices, so we catch patterns before they become problems.”

Transition: “And everything rolls up into reports.” [Click Reports]

Reports

~15 sec

On-demand reporting. No more waiting for monthly PDFs.

Talk Track “Reports you can pull anytime – no more waiting for your monthly PDF. Sign up at os.clarityrcm.com and we’ll keep you posted as this ships.”

Close every demo with:

os.clarityrcm.com

Demo Do’s and Don’ts

Do

Ask what EHR they use before diving in
Let them click around if they want to
Be honest: “This is a prototype, not shipping yet”
Connect features to their real problems
End with os.clarityrcm.com sign-up
Flag strong prospects to Michael or Ashwin

Don’t

Promise specific features or dates
Say “it will do X” unless it’s in the prototype
Compare directly to ModMed or any EHR
Spend more than 3 minutes unless they’re engaged
Mention internal project names or infrastructure
Let a strong prospect leave without getting their info

Section D

Post-AAD Launch Announcement

Existing clients – “The service you know is getting a platform underneath it.”

“We’ve been building something big, and we wanted you to be among the first to know. ClarityOS brings everything we do for you into one place – real-time financial dashboards, claims visibility, and communication tools. Your service doesn’t change. Your team doesn’t change. You’ll have real-time visibility into what’s happening with your revenue cycle. Over the next year, you’ll see real capability come together. We’ll have your AM reach out with next steps.”

Active prospects – “You’re evaluating at the right time.”

“You’re looking at us at a good time. We’re building ClarityOS – next-generation RCM with real-time dashboards, claims management, and patient payments. Our 200+ practices already see 98% net collection rates and 23-day A/R. ClarityOS makes all of that visible and actionable. Sign up for early access at os.clarityrcm.com.”

Cold/warm outreach – “There’s a reason 200+ practices trust us.”

“Clarity RCM manages revenue cycle for 200+ dermatology practices across 42 states. We’re building ClarityOS – next-generation RCM with real-time dashboards, claims visibility, and patient payments. If your billing isn’t giving you the visibility and results you need, we should talk. Sign up at os.clarityrcm.com.”

Who Reaches Out

Segment	Who	Message	Ask
Happy clients	Their AM	“Exciting news, here’s what’s coming”	Early access interest
At-risk clients	AM + Lindsay	“We heard you, here’s what we’re building”	Reassurance + early access
Active prospects	AM or Michael	“You’re evaluating at the right time”	Demo + waitlist sign-up
Lapsed prospects	Michael	“Things have changed – worth another look”	Re-engagement + waitlist
Cold outreach	Michael / marketing	“Here’s what 200+ practices already know”	Website + waitlist

Reference

Objection Handling

Scan this before a call. Find the objection, use the response.

“Is this going to change my service?”

“Your team, your AM, your results – none of that changes. ClarityOS makes it more visible. That’s it.”

“I’ve heard about SubQ Docs”

“SubQ is focused on the front of the visit – documentation, coding. We’re focused on what happens after – claims, payments, denials, the actual revenue cycle. The financial layer is the hardest part and the most critical. That’s what we’ve spent eight years building.”

“When can I get it?”

“Over the next year, you’ll see real capability come together. Sign up at os.clarityrcm.com and we’ll keep you updated as things ship.”

“Why do I need another thing to log into?”

“That’s exactly the point – this replaces the five things you check now. One place instead of scattered reports, emails, and phone calls.”

“ModMed already does this”

“Our goal isn’t to replace anyone – it’s to be the best platform in derm. Where that leads, it leads. And our results speak for themselves: 98% net collection rate, 23-day A/R.”

“Are you building an EHR?”

“We’re building from the financial layer up. There are a lot of companies doing great work on documentation and clinical workflows. Our focus is on the revenue side – getting independent practices paid and giving them the tools to run their business. We’ll expand from there.”

“Are you becoming a tech company?”

“We’re a service company building better tech. Ashwin says it best: ‘We are the human company that does it with the AIs.’ AI makes our people better – it doesn’t replace them.”

“What about pricing?”

“We haven’t announced specific pricing yet, but our goal is to be meaningfully more cost-effective than the legacy stack. When we have specifics, your AM will be the first to walk you through it.”

“I’m happy with how things are”

“Good – we want to keep it that way. ClarityOS just gives you more visibility into results you’re already getting.”

“AI scares me”

“Totally fair. Our approach: AI helps our team work faster and catch more, but a person always makes the final call. No AI-generated claim goes out without human review.”

“What about ModMed?”

“One day, maybe. Our goal is to be the best platform provider in derm. We’re building for where things are headed.”

Guardrails

What NOT to Say

Know where the lines are.

No specific dates

Don’t say Q2, Q3, or any month. Can say: “meaningful progress in a year” and “rolling this out in phases.”

No specific pricing numbers

Don’t quote figures or speculate. Can say: “meaningfully more cost-effective than the legacy stack.”

No feature promises

Don’t say “it will do X” unless it’s in the prototype today. Can say: “we’re building toward” or “the vision includes.”

No trash-talking SubQ Docs

State facts: no billing, no ONC certification, small team, no case studies, $1K/month/provider. Let people draw their own conclusions.

No “we’re replacing ModMed”

Can say: “Our goal is to be the best platform in derm. We’re building for where things are headed.”

No comparing to other EHRs

We’re not in a feature war. Our story is RCM expertise plus platform.

No creating dependency on our timeline

Don’t let prospects wait to sign because of ClarityOS. The service is the product today.

No internal details

No project names, EHR evaluation process, or infrastructure details. Keep it high-level.

When in Doubt

When to Escalate

Situation	Who	How
Client wants detailed roadmap	Ashwin	Slack him with client name + what they asked
Strong early access candidate	Michael or Ashwin	Flag in #proj-clarity-os
Client mentions SubQ Docs	Use talk tracks above; escalate only if actively leaving	If leaving: flag in #sales-competitors + Lindsay + Ashwin immediately
Client asks about pricing specifics	Ashwin	Don’t speculate. Ashwin owns pricing
Client asks about EHR replacement	Michael or Ashwin	Slack either one
Large group prospect (6+ providers)	Ashwin in person	Grab him or text him
Media or analyst asks about ClarityOS	Michael immediately	Do NOT talk to press – text or Slack Michael
Client upset + mentions ClarityOS	Lindsay	Handle the real issue first. ClarityOS is a distraction
Someone asks about other specialties	Deflect – “We’re focused on dermatology”	If they push: Ashwin

Cheat Sheet

Quick Reference Card

Prospect at the booth

“Next-generation RCM – autonomous where it needs to be, expert service where it matters. 200+ practices, 98% net collection rate. Sign up for early access at os.clarityrcm.com.”

Existing client

“Same team, same results, now with real-time visibility. Things will look different a year from now.”

SubQ Docs question

Calm, factual. They do the front of the visit. We do what happens after. Lots of companies do documentation well. Revenue cycle for independent derm is a different problem. Eight years of expertise.

Timing question

“Meaningful progress within a year. Sign up at os.clarityrcm.com.”

Clinical / EHR question

“We’re building from the financial layer up. Lots of companies doing great clinical work. Our focus is getting independent derm practices paid.”

Not sure what to say

Ask Michael. That’s what he’s there for.

Every conversation – point them here:

os.clarityrcm.com