❋
PRACTICE STRATEGY & OPERATIONS SUPPORT
Primary care
Support designed for primary care practices
For family medicine, internal medicine, and primary care clinicians launching, optimizing, or growing a private practice.
Primary care practices manage high patient volume, chronic‑care needs, and broad clinical scope — all while maintaining strong continuity and patient relationships. This specialty‑specific support helps you build a practice that runs smoothly, supports long‑term care, and gives patients a consistent, reliable experience.
WHAT’S INCLUDED❋ Panel management and patient flowPanel size planning and right‑sizing
Visit cadence for chronic‑care and preventive care
Follow‑up reminders and communication templates
Strategies for reducing bottlenecks and delays
❋ Scheduling and visit structureNew‑patient and follow‑up visit templates
Annual wellness visit workflows
Telehealth and hybrid visit options
No‑show and cancellation policies
❋ Referral and collaboration workflowsDiabetes, hypertension, lipid, and multi‑condition workflows
Care pathways for stable and high‑acuity patients
Lab and imaging coordination
Patient education workflow
❋ Documentation & charting efficiencyNote templates for common primary care conditions
Preventive care documentation
Chronic‑care follow‑up notes
Streamlined charting for high‑volume days
❋ Practice systems and toolsEMR recommendations for primary care
Scheduling and messaging tools
Billing and payment workflows
Patient communication templates
❋ Chronic care programsDiabetes, hypertension, lipid, and multi‑condition workflows
Care pathways for stable and high‑acuity patients
Lab and imaging coordination
Patient education workflow
Tangible results you’ll see once your practice is set up the right way.
OUTCOMES YOU CAN EXPECT
How it works
FAQs
Can this help if I’m managing a large panel?
1
Yes — panel management and patient flow are core components of this specialty
Do you help with chronic‑care programs?
2
Absolutely. Chronic‑care pathways are central to primary care practice design.
Can this support multi‑provider primary care practices?
3
Yes — we can design scalable workflows and delegation structures.
We help you choose and configure a system that fits primary care.
4
What if I’m switching EMRs?
Ready to build a practice that supports high-quality primary care?
Let’s create a practice that’s organized, efficient, and aligned with your specialty.
