Understanding where you are before deciding where to go
The initial assessment is the starting point for every Visturiz participant. It helps us understand your current financial situation and identify which program areas are most relevant to your practice.
A structured look at your current financial situation
The initial assessment is not a test. It is a structured process that helps both you and Visturiz understand your current relationship with your practice finances. Where does your income come from? How does it arrive? What do you know about your costs? How do you currently manage the gap between high and low periods?
These questions don't have right or wrong answers. They map a starting point. The assessment results inform which program modules will be most useful for you and how to sequence them.
How the assessment works
The assessment takes place over two steps and is completed before joining any training program.
Initial questionnaire
A structured written questionnaire covering your specialty, practice setup, income sources, current financial management practices, and the specific challenges you experience. This is completed privately at your own pace before the first meeting.
One-on-one orientation session
A focused conversation with a Visturiz facilitator to review the questionnaire responses, clarify any areas that need more context, and discuss which program track is most appropriate for your situation. This session is educational in nature and does not constitute financial advice.
Program recommendation
Based on the assessment, we identify which specialty track and which modules are most relevant to your current situation. You receive a clear picture of what the program will cover and how it connects to the specific challenges identified in your assessment.
Program enrollment
Once the assessment is complete and the appropriate program track identified, enrollment in the next available in-person group session can proceed. Group sizes are kept small to maintain the quality of the learning experience.
Areas covered in the assessment
Income sources and timing
Where your income comes from — private patients, obras sociales, prepagas, institutional work — and how long it typically takes to arrive after services are rendered.
Seasonal patterns
How your patient volume and income vary across the year. Which months are typically high, which are low, and how you currently manage those transitions.
Cost awareness
How clearly you understand the fixed and variable costs of running your practice, and how you currently track or estimate these costs month to month.
Personal and practice separation
The degree to which your personal and practice finances are currently separated, and the clarity you have about what you effectively take home from your practice.
Get Started
Request your initial assessment
Contact us to begin the assessment process. We will send you the initial questionnaire and schedule the orientation session at a time that works for your practice schedule.