PRACTICE STRATEGY & OPERATIONS SUPPORT

Geriatrics

Support designed for geriatric practices

For geriatricians, primary care clinicians, and advanced practice providers caring for older adults in a private practice setting.

Geriatric practices manage complex medical needs, polypharmacy, caregiver involvement, and long‑term care planning — all while supporting patients with varying levels of independence. This specialty‑specific support helps you build a practice that runs smoothly, supports comprehensive care, and gives patients and families a consistent, reassuring experience.

❋ Chronic‑care and complex‑care pathways
  • Dementia, frailty, falls, and multi‑morbidity workflows

  • Visit cadence for stable and high‑acuity patients

  • Medication review and deprescribing workflows

  • Patient and caregiver education templates

WHAT’S INCLUDED
❋ Caregiver and family communication
  • Clear communication workflows for caregivers

  • Consent and release‑of‑information processes

  • Messaging templates for shared decision‑making

  • Strategies for managing expectations and boundaries

❋ Coordination with external services
  • Home health, PT/OT, and social work coordination

  • Transitions of care workflows

  • Hospital and rehab communication templates

  • Community resource integration

❋ Practice systems and tools
  • EMR recommendations for geriatric care

  • Scheduling and messaging tools

  • Billing and payment workflows

  • Patient and caregiver communication templates

❋ Scheduling and visit structure
  • Longer visit templates for complex care

  • Annual wellness visit workflows

  • Telehealth and hybrid visit options

  • No‑show and cancellation policies tailored to older adults

❋ Documentation and charting efficiency
  • Note templates for common geriatric conditions

  • Cognitive assessment documentation

  • Chronic‑care follow‑up notes

  • Streamlined charting for complex visits

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 my patients have multiple chronic conditions?

1

Can this help if my patients have multiple chronic conditions.


Do you help with caregiver communication?

2

Absolutely. Caregiver workflows and boundaries are a core part of this service.


Can this support multi‑provider geriatric practices?

3

Yes — we can design scalable workflows and delegation structures.


We help you choose and configure a system that fits geriatric care.

4

What if I’m switching EMRs?

Ready to build a practice that supports high-quality geriatric care?

Let’s create a practice that’s organized, efficient, and aligned with your specialty.

THE MEDICAL PRACTICE PLAYBOOK: Strategies to build, grow, and expand