Whitley Penn Adds Medical Billing Solution Managed Services to Revenue Cycle Management (RCM) Capabilities
Fort Worth, TX (June 3, 2026)
Whitley Penn has expanded its Healthcare Advisory practice to include a dedicated Medical Billing Solution Managed Services offering, enhancing its established Revenue Cycle Management (RCM) capabilities, led by Healthcare Advisory Director, Jolee Patnaude, CPC, CPCO, CPB, CPB-I, CRCR, CSBI.
This expansion strengthens Whitley Penn’s ability to support healthcare organizations across the full revenue cycle, from upfront strategy and solution selection to implementation and ongoing billing operations. By integrating managed medical billing services into its RCM offerings, the firm provides a more comprehensive, end-to-end approach to revenue cycle performance that extends client capabilities without overextending their teams. The firm is also a newly announced partner of LateralCare, provider of revenue alai, an advanced medical billing solution for eligible Whitley Penn clients.
“Revenue cycle challenges today are as much operational as they are financial, and many healthcare organizations are being asked to do more with fewer resources,” said Josh Agren, Healthcare Advisory Partner and Practice Leader. “This new offering brings together experienced professionals, structured processes, and specialized technologies to drive greater consistency, accuracy, and efficiency in billing operations for our clients.”
The addition of Medical Billing Solution Managed Services to the firm’s existing RCM capabilities further solidifies Whitley Penn’s position as a trusted advisor amongst healthcare organizations. Whether clients are looking for targeted support in the revenue cycle or a fully managed solution, Whitley Penn offers services tailored to each client’s operational and financial goals.
About LateralCare
LateralCare is a healthcare technology company at the forefront of responsible AI innovation, transforming how organizations operate, adapt, and deliver value across the healthcare ecosystem. Its flagship platform, revenue alai by LateralCare, brings an AI-native, agent–analyst architecture to the full revenue lifecycle—spanning claims, billing, contract management, denials, audit, and financial insight. By combining intelligent automation with built-in human oversight, revenue alai helps organizations improve accuracy, accelerate reimbursement, reduce complexity, and strengthen financial performance. www.lateralcare.com.
About Whitley Penn, LLP
For more than 40 years, Whitley Penn tax, audit, and advisory professionals have been dedicated to the success of our clients. Our mission is to provide transformative solutions that deliver valuable results and develop strong relationships. With an established presence in the Southwest and as an independent member of HLB International, we are strategically positioned to help you grow both locally and globally. At Whitley Penn, your future is our focus. www.whitleypenn.com.
