The medical practice playbook
Practical, workflow‑focused guides for small and independent practices.
Designed to reduce administrative burden, improve patient experience, and modernize your operations.
Small and independent practices deserve practical, immediately usable strategies — not generic advice. The Medical Practice Playbook brings together clear, step‑by‑step guidance to help you reduce administrative burden, improve patient experience, modernize your operations, and build a more sustainable practice.
Updated regularly with new insights, tools, and workflow tactics
Browse by topic
FEATURED
A curated set of foundational guides to help you understand the biggest challenges facing small and solo practices — and the strategies that make independence sustainable.
TOPICS
Below you’ll find every Playbook post organized into practical categories. Each section includes workflow‑focused strategies you can apply immediately
OPERATIONS
Lean workflow strategies to reduce chaos, improve predictability, and streamline daily practice operations.
ADMINISTRATIVE BURDEN
Practical tools to simplify paperwork, reduce rework, and eliminate the tasks that drain your time.
REVENUE
Clear, sustainable approaches to strengthen financial stability and support long‑term practice viability.
PATIENT EXPERIENCE
Strategies to improve access, communication, and continuity so patients feel supported and stay engaged.
DIGITAL TRANSFORMATION
Modern, low‑lift digital workflows that reduce friction and support a more efficient, connected practice
AI IN CLINICAL PRACTICE
Practical, safe ways to use AI to reduce workload, improve documentation, and support small‑practice workflows
FREE STARTER RESOURCES
Want more practical tools for your practice?
Explore more free resources designed to help small and solo practices thrive:
Quick Wins — fast, high‑impact tactics you can implement today
Starter Guides — step‑by‑step workflows for core practice operations
Free Starter Resources — curated tools, scripts, and templates
EXPLORE THE FULL 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
Documentation shortcuts that don’t compromise quality
Practical ways for you to reduce documentation time without sacrificing clarity, quality, or compliance.
AI for messaging: how small practices can reduce inbox burden
A practical guide to using AI to reduce inbox burden in small practices. Learn how to summarize messages, prevent spirals, and convert complex threads into visits.
The seven AI skills every clinician should know
Seven practical AI micro skills that help clinicians save time, reduce cognitive load, and improve documentation and messaging. These skills are simple enough to use daily in a small practice.
How small practices can use AI without expensive tools or IT support
A practical guide for small practices that want to use AI to save time without buying expensive tools or hiring IT support. Learn simple ways to use AI for documentation, messaging, and daily workflows using tools you already have
Simplify prior authorizations: workflow strategies for small and solo practices
Prior authorizations create unpredictable interruptions, delayed care, and uncompensated work for medical practices. This guide outlines practical workflow strategies to make PAs faster, more predictable, and less disruptive to your day.
Top 5 challenges facing independent medical practices in 2026 (and how to overcome them)
Independent practices face rising administrative burden, reimbursement cuts, staffing shortages, and consolidation pressure in 2026. Here are the top challenges and practical strategies to stay profitable, efficient, and independent