Free starter resources

Practical tools, workflow strategies, and step‑by‑step guides to help you reduce administrative burden, improve patient experience, and build a more sustainable practice.

No sign‑up required.
No fluff.
Just actionable resources

The medical practice playbook

Quick wins

Starter guides

THE MEDICAL PRACTICE PLAYBOOK

Strategies to build, grow, and expand your medical practice

Independent Medical Practice Playbook

Digital transformation for small and solo practices: practical workflow strategies

Digital transformation doesn’t have to be overwhelming. Small and solo practices can modernize their workflows with simple, low‑lift changes that reduce workload, improve patient experience, and make each day more predictable. This guide outlines practical steps to help you choose the right tools in the right order.

How to improve collections without adding friction for patients

Practical ways to improve collections and reduce outstanding balances without creating friction or damaging patient relationships.

Reducing no‑shows and late cancellations: what actually works

Practical ways to reduce no‑shows and late cancellations so your schedule stays predictable and your practice runs smoothly.

How to digitize your front desk without losing the human touch

How to digitize your front desk in a way that reduces friction and saves time — without losing the personal, human experience your patients value.

Choosing the right digital tools for a small practice (without overbuying)

How to choose the right digital tools for your small practice without overbuying, overcomplicating your workflows, or wasting money

Designing a modern patient intake experience (without expensive tools)

How to create a modern, low‑friction patient intake experience that saves you time and improves patient satisfaction — without buying expensive tools.

The 5 most common revenue leaks in small practices

Five common revenue leaks that quietly drain small practices — and practical ways for you to fix them without adding complexity

How to reduce inbox overload without hiring more staff

Practical ways to reduce inbox volume and message rework so you can reclaim time without adding staff

QUICK WINS

Featured

Team communication mini‑template

A structured template for efficient team communication that reduces back‑and‑forth, clarifies roles, and supports predictable care coordination across any outpatient setting.

Boundary scripts for high‑demand patients

A set of high‑impact boundary scripts you can use with high‑demand patients — so you can protect your time, reduce inbox pressure, and set clear expectations without damaging rapport.

Documentation shortcuts for busy clinics

A set of high‑impact documentation micro‑skills and scripts that help you chart faster, reduce note bloat, and protect yourself legally — without sacrificing clarity or patient care.

Visit flow checklist for efficient encounters

A step‑by‑step visit flow with micro‑skills and scripts that help clinicians redirect, contain scope, and stay on time — without rushing or missing what matters.

Communication script for common patient updates

A set of ready‑to‑use scripts that help clinicians respond to common patient updates with clarity, efficiency, and supportive boundaries.

Short, high‑impact tactics you can implement today to reduce workload and improve your workflow

STARTER GUIDES

Step‑by‑step guides that help you build foundational workflows for your practice

These resources are designed to help you make meaningful improvements right away using lightweight, low‑lift changes. Each guide introduces a focused set of foundational micro‑skills, workflows, and enabling systems that small practices can implement on their own — without needing a large team or complex infrastructure.

Featured

Messaging efficiency starter guide

A practical starter guide that helps clinicians reduce uncompensated messaging, prevent spirals, and protect their time. Includes micro‑skills, message‑to‑visit conversion strategies, and small‑practice‑friendly tools to streamline inbox workflows

Documentation efficiency starter guide

A practical starter guide that helps clinicians reduce charting time, improve accuracy, and decrease after‑hours work. Includes documentation micro‑skills, chart‑ready phrasing, and small‑practice‑friendly tools to streamline notes.

Visit flow optimization mini‑guide

A predictable structure for intake, follow‑up, and complex visits that reduces friction and improves throughput.

Get a FREE practice strategy consult

See what’s possible for your practice
Talk with us about your goals
Start improving your practice today

Book a free consult