Your team learns to ask AI for what they actually need.
One day, on site or remote, with the people who answer the phones and run the schedule. They leave with three working habits on the tasks they actually do, not a slide deck. Included in Layer 2, and available on its own.
Led by Matt Phillips, Operations & Systems Lead. About Matt →
Book a callThe tasks each person repeats, and the rules for doing them safely.
- ○ The tasks each person repeats every day
- ○ The tools your practice already pays for
- ○ What is and isn’t allowed with patient information
- ○ Where AI helps and where it just gets in the way
From the first conversation to a result you can measure.
Prep call
30 minutes with the office manager. We pick the three tasks to work on.
Morning
How to ask. Plain language, real examples from your desk, no jargon.
Afternoon
Each person builds their own prompts and checklists and tests them on real work.
Follow-up
Two weeks later, a 30-minute check on what stuck and what didn’t.
Three working habits
Per person, written down, on tasks they own.
A privacy rule
One page your team can follow without asking.
A short list
What to do next, if anything.
Front Desk Assessment
A two-week review of your AI tools, privacy setup and patient pipeline. It ends with a written report and a ranked list: do now, do later, never do.
Learn more →Layer 2 · 90 daysSetup & Adoption
A secure, HIPAA-ready setup, training for the people who do the work, and your top three tasks running and measured. By day 90 your team runs it without us.
Learn more →Layer 3 · Optional, monthlyOngoing Advisory
Monthly reporting, privacy checks as tools and rules change, new-tool advice and a quarterly strategy review. Cancel any month.
Learn more →