Operations Professionals: Insights & Resources

Best Patient Experience Consulting Services in the USA

Ryan Stevens
September 30, 2025
All Insights
Operations Professionals: Insights & Resources

Best Patient Experience Consulting Services in the USA

United States Patient Experience Consultants

Navigating healthcare’s evolving terrain demands consultancies grounded in research, reinforced by client success, and deeply rooted in the U.S. healthcare landscape. Here’s a carefully curated, neutral list of standout consultancies elevating patient experience with authenticity and impact.

Methodology: How We Chose These USA‑based Patient Experience Consulting Services

We selected agencies using three transparent, outcome-focused criteria:

📊 Research‑driven: Demonstrated frameworks, case studies, or validated tools.

🗣️ Client‑reviewed: Clear outcomes and testimonials from U.S.-based clients.

📍 Location‑based: Firmly U.S.-headquartered, with founders embedded in the national healthcare system.

🌟USA Patient Experience Consultants - Provider Spotlights

HCIT Consulting

What they do:

HCIT Consulting offers strategic support in electronic health record (EHR) optimization, revenue cycle transformation, and clinical operations. Their work is focused on aligning IT systems with patient care outcomes.

Who they work with:

Hospitals, health systems, and physician groups undergoing digital transformation.

Operating model:

Advisory-led engagements customized for each client, often embedded within existing healthcare IT teams.

💡 Why they stand out:

🧩 Deep EHR expertise across Epic, Cerner, Meditech, and Allscripts

💼 Proven results improving documentation accuracy and clinician workflow

🏥 Strong presence in mid-sized health systems looking to scale digital impact

Meredith Ferguson, CEO of HCIT Consulting

Meredith brings decades of hands-on experience in clinical IT strategy and implementation. Prior to founding HCIT Consulting, she worked with multiple hospital systems to lead major EHR rollouts and revenue cycle upgrades. She’s known for her structured project delivery and ability to translate clinical needs into scalable tech solutions. Meredith’s leadership is both technically sharp and deeply aligned with frontline care goals.

pH Blueprint

What they do:

pH Blueprint delivers data-driven patient experience solutions, specializing in consumer research, segmentation, and brand positioning for healthcare organizations.

Who they work with:

Healthcare systems, payers, hospitals, and specialty care providers.

Operating model:

Research-first consulting with proprietary tools for benchmarking patient experience metrics and aligning brand voice.

💡 Why they stand out:

📊 Specializes in healthcare brand perception and consumer decision-making

🧭 Offers market segmentation tools tailored to health sector demographics

🧪 Uses behavioral science to guide patient engagement strategies

Steve Lundy, Principal of pH Blueprint

Steve has built a reputation as a healthcare brand strategist who grounds every decision in data. At pH Blueprint, he’s helped dozens of organizations reframe their messaging based on what patients actually value. He’s known for combining marketing rigor with public health awareness, positioning brands to connect more meaningfully with their communities.

AGENCY 39A

What they do:

AGENCY 39A is a strategic communications and brand consulting agency that supports healthcare innovators with go-to-market planning, patient journey mapping, and engagement content.

Who they work with:

Health tech startups, medtech firms, hospitals, and health nonprofits.

Operating model:

Integrated creative and strategic consulting, bridging digital storytelling with evidence-based messaging.

💡 Why they stand out:

📢 Combines health literacy, content strategy, and behavioral insights

🎯 Known for outcome-driven marketing in complex medical fields

💬 Aligns brand voice with real patient narratives and compliance

Shanon Marks, CEO of AGENCY 39A

Shanon brings two decades of experience in strategic communications, with a focus on healthcare and social impact. He’s led campaigns that humanize complex medical concepts and guide product launches rooted in empathy. Under his leadership, AGENCY 39A has supported some of the most visible patient-centered brands in healthcare.

Forefront Healthcare Consulting

What they do:

Forefront Healthcare Consulting helps healthcare leaders improve patient acquisition, brand visibility, and service line growth. Their services include strategic planning, physician alignment, and marketing operations.

Who they work with:

Hospitals, specialty practices, and outpatient care centers.

Operating model:

Strategy-focused consulting with an emphasis on ROI and growth enablement.

💡 Why they stand out:

🧭 Clear, metrics-driven growth strategies for healthcare systems

🤝 Emphasis on physician alignment and referral network expansion

📈 Helps providers grow high-value service lines like cardiology and orthopedics

Lonnie Hirsch, Founder & CEO of Forefront Healthcare Consulting

Lonnie is a healthcare marketing veteran with a long track record of helping organizations grow sustainably. He’s known for balancing strategy with creativity—helping health systems capture new patient populations while staying rooted in value. Lonnie’s work is defined by measurable business results and practical recommendations tailored to each client’s market.

Office and Practice Solutions

What they do: OPS is a management consulting firm helping independent practitioners and small business owners—especially in medical, dental, and legal sectors—improve operations, patient experience, and business growth. Services include marketing, office development, compliance, recruiting, and practice management.

Who they work with: Independent practitioners and small business owners across healthcare and legal industries.

Operating model: Full-service consulting offering strategic guidance and hands-on support, delivering customized solutions for sustainable growth and operational efficiency.

Why they stand out:

🛅 Comprehensive, tailored services for small practices

👍 Experienced team with proven results

🩺 Focus on patient experience and practice profitability

Sari Schiff, Principal of Office and Practice Solutions

Sari brings over 30 years of experience to her leadership role at OPS. Her career includes successful roles in retail operations and real estate development, followed by extensive exposure to healthcare practices. Recognizing that the challenges faced by independent healthcare practitioners are akin to those of larger organizations, Sari founded OPS to provide strategic, efficient, and profitable solutions tailored to small businesses.

Luminous

What they do:
Luminous Effect is a consultancy that partners with global life sciences organizations to connect clinical research with real-world patient experiences. They provide insights, strategies, and capabilities to improve health outcomes by considering the biological, psychological, and social factors influencing health.

Who they work with:
Global life sciences organizations, including pharmaceutical companies, medical device manufacturers, and other healthcare stakeholders. 

Operating model:
Insight-driven consultancy focusing on integrating patient perspectives into healthcare solutions, from development through commercialization. They emphasize a holistic approach to understand and address the factors influencing health outcomes. 

💡 Why they stand out:

🧬 Holistic approach considering biological, psychological, and social factors

❤️‍🩹 Commitment to health equity and inclusion

🧑‍⚕️ Expertise in integrating patient perspectives into healthcare solutions

🌏 Focus on real-world health outcomes

Noël Theodosiou, Principal & CEO of Luminous Effect

Noël is a thought leader with over 15 years of experience in the life sciences industry. She leads Luminous Effect in its mission to improve health outcomes by connecting clinical research with real-world patient experiences, emphasizing the importance of health equity and the integration of patient perspectives into healthcare solutions.

Experience Investigators LLC

What they do:
Experience Investigators helps organizations improve customer experience (CX) through consulting, coaching, and training. Their services include customer journey mapping, employee experience alignment, voice of the customer programs, and strategic CX frameworks designed to drive measurable business outcomes.

Who they work with:
Fortune 500 companies, small-to-medium businesses, and organizations looking to enhance customer and employee experience.

Operating model:
Framework-driven consulting focused on proactive CX strategy, cross-functional alignment, and long-term cultural change.

💡 Why they stand out:
🧭 Comprehensive CX approach covering customers, employees, and organizational culture
🤝 Emphasis on collaboration with internal teams and customers to co-create solutions
📈 Proven framework helps organizations implement lasting, measurable CX improvements

Jeannie Walters, Founder & Chief Experience Investigator

Jeannie leads Experience Investigators as the visionary behind its CX strategies, coaching, and consulting programs. As a recognized CX expert (CCXP, CSP), she drives the development and implementation of customer and employee experience frameworks across client organizations. Jeannie works closely with leadership teams to align organizational culture with CX goals, mentors internal CX champions, and ensures that insights from customer feedback translate into measurable business outcomes. Her hands-on approach combines strategic guidance with practical execution, helping organizations embed CX into every facet of their operations for lasting impact.

The Brooks Group Online

What they do:
The Brooks Group Online helps organizations enhance sales performance and leadership effectiveness through comprehensive training, consulting, and coaching programs. Their services include sales training, leadership development, market research, instructional design, and performance improvement solutions.

Who they work with:
Healthcare organizations, biotech and pharmaceutical companies, corporate sales teams, and educational institutions.

Operating model:
Consulting and training-focused model with an emphasis on practical, measurable results that align with client business goals. Programs are customized to meet organizational needs and delivered via both in-person and online platforms.

💡 Why they stand out:
🧭 Proven sales training programs, including the IMPACT Selling® methodology
🤝 Tailored leadership development and coaching for executives and teams
📈 Data-driven insights and performance metrics to track growth and improvement

Ryan Evans, President of The Brooks Group

Ryan leads The Brooks Group as President, guiding the company’s strategic vision and operational execution. With extensive experience in healthcare and corporate training, he specializes in designing programs that enhance sales performance and organizational leadership. Ryan collaborates closely with clients to understand their unique challenges and ensures that training and consulting initiatives deliver measurable business impact. His leadership combines strategic insight with practical implementation, helping organizations achieve sustainable growth and high-performing teams.

Sullivan Management and Consulting Group, LLC.

What they do:
Sullivan Management & Consulting Group (SMCG) helps healthcare organizations optimize operational efficiency, financial performance, and patient engagement. Their services include provider credentialing, revenue cycle management, leadership and operations consulting, talent acquisition, marketing, and financial management.

Who they work with:
Solo practitioners, multi-specialty groups, hospital systems, and ambulatory surgery centers across a wide range of specialties, including cardiology, dermatology, orthopedics, OBGYN, ophthalmology, pediatrics, and more.

Operating model:
Practice-focused consulting that combines operational expertise with measurable financial and patient experience outcomes. SMCG tailors solutions to each client’s size, specialty, and strategic goals, ensuring scalable and sustainable impact.

💡 Why they stand out:
🧭 Comprehensive approach covering operations, finance, leadership, talent, and marketing
🤝 Customized solutions that streamline workflows and enhance patient satisfaction
📈 Proven strategies to increase efficiency, optimize revenue, and support sustainable practice growth

Justin Sullivan, Founder & CEO of Sullivan Management & Consulting Group

Justin leads SMCG, helping healthcare practices optimize operations, revenue, and patient acquisition. With 25+ years of industry experience, he guides practices through credentialing, revenue cycle management, leadership development, and marketing strategies. His data-driven, hands-on approach ensures sustainable growth and improved patient outcomes.

DCCS Consulting

What they do:
DCCS Consulting helps healthcare organizations optimize operational performance, financial stability, and patient care. Their services include operational consulting, physician advisory, financial advisory, quality improvement, supply chain management, nursing and clinical support, and interim leadership solutions.

Who they work with:
Hospitals, health systems, ambulatory surgery centers, and specialty practices across multiple disciplines, including behavioral health, cardiovascular, oncology, emergency medicine, and radiology.

Operating model:
Comprehensive healthcare consulting with a focus on measurable outcomes, combining hands-on operational expertise with strategic guidance to improve efficiency, patient satisfaction, and financial performance.

💡 Why they stand out:
🧭 Integrated approach addressing operations, finance, quality, and clinical performance
🤝 Personalized consulting with interim and permanent leadership support
📈 Proven strategies to enhance patient flow, reduce wait times, and improve overall patient experience

David Capone, Founder & CEO of DCCS Consulting

David leads DCCS with extensive experience in healthcare operations, finance, and clinical consulting. He partners closely with healthcare leaders to implement practical, results-driven solutions that enhance organizational efficiency, patient care, and financial health. His approach emphasizes sustainable improvements, blending strategy with hands-on support to achieve measurable outcomes.

Elevating Patient Journeys: The Strategic Value of Experience Consulting in U.S. Healthcare

Patient experience consulting in the U.S. is playing a vital role in reshaping how healthcare providers deliver care that is both efficient and empathetic. Experts in this field focus on improving real-time feedback, operational workflows, and communication strategies to better align with patient expectations. Leveraging data, behavioral insights, and system integration, consultants are creating measurable improvements across touchpoints from admission to discharge. These services also guide healthcare organizations in compliance, technology adoption, and building trust through consistent patient-centered approaches. As the industry becomes increasingly outcomes-focused, the relevance of these services lies in their ability to turn experience into a competitive advantage.

At Digital Reference, radical authenticity is a leadership standard—grounded in clarity and upheld through action. It’s essential for building systems and strategies that reflect real intent, not just surface impressions.

When real perspective drives performance, every insight becomes actionable. Explore more from Digital Reference and start turning patient-centered strategies into scalable impact.

In healthcare, experience isn’t just what patients feel, it’s how organizations operate, decide, and lead. The path to better outcomes starts with sharper insight, not broader effort. Guidance that focuses on relevance and integrity is what transforms intention into action. Your next move deserves clarity, start with Digital Reference.

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