Free manual
The manual I wish someone had handed me on day one.
I scaled a practice to $1.3M in year one, and the thing that made it work was not clinical. It was systems. How the phone gets answered. What happens in the first fifteen minutes of the day. Who owns which number. What a defensible chart note contains.
I wrote all of it down. Sixty-five pages, ten parts, and a fill-in toolkit you can hand your team on Monday. It is free.
What is in it
- 00How to write it so it cannot be used against you
- 01Foundation: roles, scorecard, practice profile
- 02The operating rhythm, daily through annual
- 03The phone
- 04The new patient experience
- 05The schedule
- 06Money, claims, and the weekly AR block
- 07Recall, reactivation, unscheduled treatment
- 08Clinical standards and note templates
- 09Safety and compliance, cited to primary law
- 10People, onboarding, accountability
Why it is not generic
Every legal requirement is cited to the actual regulation. Every recommendation is labeled as one. Where the widely repeated advice is wrong, the manual says so and shows the source. Three examples: the start of day waterline flush everyone teaches was withdrawn by the CDC in 2003, routine lead aprons are no longer recommended, and there is no required image count for a full mouth series.