Stonemont Advisory LLC (“we,” “us”) uses information submitted through this website solely to evaluate and respond to requests for a revenue performance review.

Information We Collect

  • Contact information you submit (name, email, phone, practice details)
  • Billing performance information you voluntarily provide (such as claim exports, remittance summaries, and aging reports)

What We Do Not Collect

  • We do not request or require treatment notes or clinical documentation.
  • We do not require access to electronic medical record systems for this review.

How Information Is Used

  • To assess whether a revenue performance review is appropriate
  • To perform the requested analysis using billing and payment data provided
  • To communicate results and next steps

Data Handling

  • Data is reviewed using read-only exports wherever possible.
  • We do not sell, rent, or share submitted information with third parties for marketing.
  • Information is retained only as long as necessary to complete the review and communicate outcomes, then deleted or returned upon request where applicable.

Contact
For questions, contact: hello@stonemontadvisory.com